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2022-09-24

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2022-09-24

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2022-09-24

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2022-08-24

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Grab Shares Climbed 6% in Morning Trading

2022-08-10

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2021-03-08

Great ariticle, would you like to share it?

Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling

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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\">\nGrab Shares Climbed 6% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-24 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares climbed 6% in morning trading. Grab Holdings Limited plans to announce its second quarter results before the U.S. market opens on August 25, 2022.</p><p><img src=\"https://static.tigerbbs.com/619d45271f66fe88c26dbd5b6607f4d3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165183039","content_text":"Grab shares climbed 6% in morning trading. Grab Holdings Limited plans to announce its second quarter results before the U.S. market opens on August 25, 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904509810,"gmtCreate":1660063453634,"gmtModify":1703477462399,"author":{"id":"3577734757483074","authorId":"3577734757483074","name":"WIMP","avatar":"https://community-static.tradeup.com/news/269675fff8c193e5e43722798d95e38e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904509810","repostId":"2258401003","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329958845,"gmtCreate":1615201542287,"gmtModify":1704779466719,"author":{"id":"3577734757483074","authorId":"3577734757483074","name":"WIMP","avatar":"https://community-static.tradeup.com/news/269675fff8c193e5e43722798d95e38e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329958845","repostId":"1111706863","repostType":4,"repost":{"id":"1111706863","pubTimestamp":1615197274,"share":"https://www.laohu8.com/m/news/1111706863?lang=&edition=full","pubTime":"2021-03-08 17:54","market":"us","language":"en","title":"Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1111706863","media":"cnbc","summary":"You can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.He looks at some of the cyclical plays, some already","content":"<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.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>Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling</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\">\nBuffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.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","TSLA":"特斯拉","BRK.A":"伯克希尔","AAPL":"苹果",".DJI":"道琼斯","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111706863","content_text":"KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.If a stock pundit had said at the beginning of 2021 it was time to get out of Tesla and into Exxon Mobil, many investors might have sought another source of market advice. But to an unemotional stock trader, that may have seemed like the right move after growth stocks’ massive run into the new year, and a stock market rotation out of large-cap growth that had already gained steam in the fourth quarter of 2020.Tesla shares have been crushed this year, while traditional fossil fuel companies like Exxon Mobil continue to soar off lows hit during the worst of the pandemic, and as oil rebounds on greater economic confidence. The gap between energy stocks and tech stocks is the widest it has been since 2002, while theNasdaqselling last week, even with Friday’s big rebound, basically erased the tech-heavy index’s gains for the year. The Nasdaq 100 is now down 1.7% on the year.Warren Buffett loves Apple but trimmed his stake in the fourth quarter. Ron Baron thinks Tesla is headed to $2,000, but sold 1.8 million shares. While it would be a mistake for most individual investors to think their portfolio planning resembles the decision-making of billionaires, or that these billionaires are not in these particular names for the long run — they are — at a time of violent stock selling and market volatility, it’s worthwhile to consider how these investors think about their biggest winners.Bubbles vs. violent stock sellingYou don’t need to believe a massive bubble is here to worry that the market is not finished with some more violent “digestion” of winners.Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about a systemic risk to the market, but one-third of investors do believe U.S. large-cap stocks may see more pressure based on asset values.This is not another tech bubble, in his view, but there has been such an elevated amount of capital into technology stocks that there is reason to worry more money will “rotate out violently, and quickly.”He looks at some of the cyclical plays, some already back above pre-pandemic levels and five-year levels, financials as an example. “I think we see lots more rotation. You can’t just be in Tesla anymore. You can’t be in speculative tech names anymore. That money is leaving and looking for more real world leverage,” as the Covid reopening accelerates, he says.Apple and big tech has also seen pressure this year and that may continue.“Those trillion-dollar stocks were huge parking lots for capital last year, all investors from retail to institutional understood the business models and for that brief shining moment they were right place to be,” Colas said. “These rotations, when they happen, they are not necessarily sensible. Tesla will still do fine, but people are saying they have to be somewhere else. ... Apple is a great company with great management, and maybe you make 10% on Apple in the next year, but how about 30% in energy?”The Fed, inflation and market rotationsThe selling of the market’s biggest winners is an indirect effect of confidence in the economic recovery, and what kinds of companies will show the best upside earnings surprises in the next 12 months. That supports financials — the Financial Select Sector SPDR ETF is now through its five-year high — and the stimulus package passed by the Senate over the weekend and expected to be signed by President Biden, will be large and help consumers and hit in the spring as more businesses are reopening.While he thinks small-caps as a whole, represented by the Russell 2000, have run too far too fast since Q4 2020 to see great short-term value in a broad index bet, Colas does think some small-cap sector-specific plays continue to have the market rotation momentum.“When we see ‘XYZ company’ beat estimates by 50% it won’t be Tesla or Apple. ... The surprise will be small-cap energy or banks, small banks, even small industrials. We will see it in airlines, and maybe hotels, though not right away,” Colas says.Much of the recent volatility in the market has been triggered by concerns the Federal Reserve is losing control of the bond market and will need to raise rates sooner than it has telegraphed, and how that makes some stocks less attractive as bond yields rise, while inflation also makes investors reassess the future value of their holdings.But Colas says for stock investors focused on this year who want to maintain exposure to the market, it can be pointless to fight the Fed. He recalled a comment hedge fund manager Leon Cooperman once gave to a group of young Wall Streeters he was among decades ago: “You don’t want to live in a world where the Fed can’t control the markets, and good night if you believe that.”If you do believe that, “you can’t be in risk assets at all,” Colas says.Inflation, meanwhile, at least in the near-term, means pricing power for many companies that have not experienced that dynamic in a long time. “Inflation in the short and medium term is good thing for stocks,” he said. That is distinct from the inflationary pressures that can lead investors to doubt the longer-term value of the stocks they are holding and which Buffett himself, who lived through the market-crushing inflation of the 1970s, has called the“misery index for investors.”But Colas also cautions that investors should not assume there won’t be more selling ahead.“If anyone remembers what happened in 2000, the selloff wasn’t super-violent and people defended their positions and buy recommendations for months and months and months.”This is not the dotcom bubble, and the technology sector is much more developed.“We barely had internet and had no smartphones.”But investors who want to be tactical rather than set their portfolio on autopilot for the long-term may hang with certain stocks for too long.The psychology of billionaire investorsHis advice: “Let the market prove to you the selloff is over.”With Tesla below $600 last week, don’t assume there is an immediate buy on the dip. “You want to see Tesla stabilize. These selloffs dont V bottom. ... Just be aware you’re still buying a very highly valued company and Tesla won’t magically reverse back to 800.”He says back in the years when he worked at Steve Cohen’s SAC Capital, there was a saying: “Don’t short a new high or buy a new low. You wait.”While it’s a mistake for the average investor to obsess over the moves made by the market’s biggest players — billionaires like Steve Cohen, Warren Buffett and Ron Baron — they do offer a few straightforward lessons for volatile markets.No. 1: They make unemotional decisions and they are always looking ahead rather than back.“They spend zero seconds saying, ’I have a huge gain and will stick with it,” Colas said. “SAC had an in-house shrink to break people of the psychology of taking losses or holding gains, to never let it cloud the decision-making process.”One of the most difficult lessons for investors to learn is that the market does not care about the price at which you bought, and the price is reset everyday in spite of how you may think about it. “That is a hard thing for people to learn,” Colas said.The trades that got an investor through 2020 are not necessarily the winning trades now.“There’s a new game and the cycle is turning.”Ron Baron is among the Tesla shareholders who has seen huge value generated by Elon Musk, but he is process-driven. Baron is always thinking about secular shifts in industries and he believes in the shift taking place in transportation — and has invested in more than just Tesla (e.g. GM Cruise) — but as an investor he also has to manage position size. “He can’t go to a client and say 30% of your net worth is now Tesla. That’s not good money management. And every investor should take that to heart,” Colas said.Buffett has always been good at investing based on the premise that there is a finite amount of capital and, “It has to go to the best use always,” Colas says. If he is trimming Apple — even as he sings its praises, and even though its valuation had not been in the same neighborhood as Tesla’s and it has shown earnings leverage through the pandemic — there may be better opportunity for those dollars now and over the next 12 months elsewhere.“If want to take lessons away from the billionaires, just try to think like they do about position size and diversification and best use of capital,” Colas says. “These are omnibus lessons.”And remember that if money continues to rotate out of large-cap growth and tech, at some point the investor who is always looking ahead will remember that the next big rotation could be out of cylicals. “That’s the way rotations work,” he says.There’s a good case to be made there is more room to run in traditional energy right now than in EVs, but there will be a day in the future when the trade may be back out of Exxon Mobil and into Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9913689691,"gmtCreate":1663980568013,"gmtModify":1676537373638,"author":{"id":"3577734757483074","authorId":"3577734757483074","name":"WIMP","avatar":"https://community-static.tradeup.com/news/269675fff8c193e5e43722798d95e38e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913689691","repostId":"2269657466","repostType":2,"repost":{"id":"2269657466","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YUM":"百胜餐饮集团","BK4504":"桥水持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","COST":"好市多","BK4554":"元宇宙及AR概念","BK4097":"系统软件","BK4532":"文艺复兴科技持仓","TGT":"塔吉特","BK4567":"ESG概念","WMT":"沃尔玛","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","DIS":"迪士尼","BK4576":"AR","SBUX":"星巴克","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","MSFT":"微软","BK4525":"远程办公概念","BK4114":"综合货品商店","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4136":"纸材料包装","BK4155":"大卖场与超市","BK4581":"高盛持仓"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904509810,"gmtCreate":1660063453634,"gmtModify":1703477462399,"author":{"id":"3577734757483074","authorId":"3577734757483074","name":"WIMP","avatar":"https://community-static.tradeup.com/news/269675fff8c193e5e43722798d95e38e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904509810","repostId":"2258401003","repostType":4,"repost":{"id":"2258401003","pubTimestamp":1660055734,"share":"https://www.laohu8.com/m/news/2258401003?lang=&edition=full","pubTime":"2022-08-09 22:35","market":"us","language":"en","title":"3 Reasons for Long-Term Investors to Love Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2258401003","media":"Motley Fool","summary":"The e-commerce and cloud computing player has what it takes to bounce back in 2022.","content":"<html><head></head><body><p><b>Amazon</b>&#39;s share prices have surged by over 11.6% in response to the company&#39;s stellar second-quarter results (ended June 30). Now, the stock is down by 14.4% so far this year.</p><p>Investors and analysts have become impressed with the technology titan&#39;s execution capability. Let&#39;s review the three reasons why long-term investors can consider this stock as a great buying opportunity now.</p><h2>AWS remains the undisputed crown jewel</h2><p>Amazon has long been known for its e-commerce business and broad fulfillment network. However, industry-leading cloud infrastructure services business Amazon Web Services (AWS) has become the key growth driver. Despite the surging inflation and technical recession (two consecutive quarters of decline in gross domestic product) in the U.S., global enterprise spending on cloud infrastructure services grew year over year by 29% to $55 billion in the second calendar quarter. Management believes this is only the early stage of cloud adoption in the enterprise and public sector space and expects demand for cloud infrastructure to increase further in the coming quarters.</p><p>AWS accounted for 34% share of this global market in the second quarter, up sequentially by 1 percentage point. This cloud business raked in revenue of $19.7 billion, up year over year by 33%. Despite the impact of the increase in employee stock-based compensation expense due to rising wage inflation, AWS&#39;s operating margin rose year over year by 0.7 percentage points to 29%. AWS also reported a 65% year-over-year jump in backlog, which implies AWS will have a solid project pipeline for future quarters.</p><p>AWS is undoubtedly the most valuable business for Amazon, considering that it contributed only 16.28% to the company&#39;s top line, but accounted for almost all of its operating income. The company is focusing on investing in its sales force and infrastructure capacity expansions for AWS in new geographies. While this is expected to result in margin contraction for AWS in coming quarters, it will increase Amazon&#39;s revenue and margin exposure to the highly profitable AWS business in the long run.</p><h2>The advertising business is gaining momentum</h2><p>Amazon has been quite successful in targeted digital advertising since it is not only promoting products and services to people with high purchase intent but also at the point of purchase. The effectiveness and measurability of Amazon&#39;s ads have become even more relevant against the backdrop of <b>Apple</b>&#39;s privacy changes. In the second quarter, the company&#39;s advertising revenue was up 18% year over year to $8.8 billion.</p><h2>The e-commerce business is showing strength</h2><p>Despite a consumer slowdown, Amazon&#39;s e-commerce business has shown signs of strength. According to Insider Intelligence, Amazon accounts for 37.8% of the U.S. e-commerce business, a market estimated to be worth over $1 trillion in 2022.</p><p>Amazon has been working to reduce its labor costs and excess warehouse capacity, which resulted in over $6 billion of additional costs in the first quarter. These costs came down to $4 billion in the second quarter as the company focused on reducing headcount and improving its fulfillment network&#39;s productivity.</p><p>Despite macroeconomic tensions, Amazon managed to host its most successful Prime Day ever in July 2022. While a record Prime Day will not have a huge impact on the financials of this behemoth, it is expected to bring in more Amazon Prime subscription members (a recurring revenue source) in the coming quarters. In addition, the deal with Grubhub, which allows Prime members a free one-year membership to Grubhub+ service for free restaurant delivery, can also help expand the Prime member base.</p><h2>Is Amazon a good investment?</h2><p>In the second quarter, Amazon&#39;s revenue was up year over year by 7% to $121.2 billion, ahead of the company&#39;s revenue guidance as well as consensus estimates. While this single-digit growth pales in comparison to the company&#39;s historical double-digit top-line growth, it highlights the resilience of the company&#39;s business model in the current precarious economic environment. Amazon&#39;s operating income was down 57% year over year to $3.3 billion, significantly higher than the company&#39;s guidance range, which stretched from an operating loss of $1 billion to operating income of $3 billion.</p><p>Amazon is valued at 58.5 times forward earnings, the lowest the company has traded since January 2021. The reduced price point makes the stock even more attractive for retail investors.</p><p>However, it is not all sunshine and roses for Amazon. Although revenue has grown consistently, the company reported negative free cash flow of $23.5 billion in the last 12 months ending the second quarter. The company&#39;s over-dependence on AWS for profitability also exposes the company to business concentration risk.</p><p>Despite these risks, against the backdrop of a high-flying AWS business, resilient e-commerce business, and strengthening advertising business, Amazon can prove to be a solid buy-and-hold pick for long-term retail investors.</p></body></html>","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 Reasons for Long-Term Investors to Love Amazon</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 Reasons for Long-Term Investors to Love Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/09/3-reasons-for-long-term-investors-to-love-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's share prices have surged by over 11.6% in response to the company's stellar second-quarter results (ended June 30). Now, the stock is down by 14.4% so far this year.Investors and analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/09/3-reasons-for-long-term-investors-to-love-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/09/3-reasons-for-long-term-investors-to-love-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258401003","content_text":"Amazon's share prices have surged by over 11.6% in response to the company's stellar second-quarter results (ended June 30). Now, the stock is down by 14.4% so far this year.Investors and analysts have become impressed with the technology titan's execution capability. Let's review the three reasons why long-term investors can consider this stock as a great buying opportunity now.AWS remains the undisputed crown jewelAmazon has long been known for its e-commerce business and broad fulfillment network. However, industry-leading cloud infrastructure services business Amazon Web Services (AWS) has become the key growth driver. Despite the surging inflation and technical recession (two consecutive quarters of decline in gross domestic product) in the U.S., global enterprise spending on cloud infrastructure services grew year over year by 29% to $55 billion in the second calendar quarter. Management believes this is only the early stage of cloud adoption in the enterprise and public sector space and expects demand for cloud infrastructure to increase further in the coming quarters.AWS accounted for 34% share of this global market in the second quarter, up sequentially by 1 percentage point. This cloud business raked in revenue of $19.7 billion, up year over year by 33%. Despite the impact of the increase in employee stock-based compensation expense due to rising wage inflation, AWS's operating margin rose year over year by 0.7 percentage points to 29%. AWS also reported a 65% year-over-year jump in backlog, which implies AWS will have a solid project pipeline for future quarters.AWS is undoubtedly the most valuable business for Amazon, considering that it contributed only 16.28% to the company's top line, but accounted for almost all of its operating income. The company is focusing on investing in its sales force and infrastructure capacity expansions for AWS in new geographies. While this is expected to result in margin contraction for AWS in coming quarters, it will increase Amazon's revenue and margin exposure to the highly profitable AWS business in the long run.The advertising business is gaining momentumAmazon has been quite successful in targeted digital advertising since it is not only promoting products and services to people with high purchase intent but also at the point of purchase. The effectiveness and measurability of Amazon's ads have become even more relevant against the backdrop of Apple's privacy changes. In the second quarter, the company's advertising revenue was up 18% year over year to $8.8 billion.The e-commerce business is showing strengthDespite a consumer slowdown, Amazon's e-commerce business has shown signs of strength. According to Insider Intelligence, Amazon accounts for 37.8% of the U.S. e-commerce business, a market estimated to be worth over $1 trillion in 2022.Amazon has been working to reduce its labor costs and excess warehouse capacity, which resulted in over $6 billion of additional costs in the first quarter. These costs came down to $4 billion in the second quarter as the company focused on reducing headcount and improving its fulfillment network's productivity.Despite macroeconomic tensions, Amazon managed to host its most successful Prime Day ever in July 2022. While a record Prime Day will not have a huge impact on the financials of this behemoth, it is expected to bring in more Amazon Prime subscription members (a recurring revenue source) in the coming quarters. In addition, the deal with Grubhub, which allows Prime members a free one-year membership to Grubhub+ service for free restaurant delivery, can also help expand the Prime member base.Is Amazon a good investment?In the second quarter, Amazon's revenue was up year over year by 7% to $121.2 billion, ahead of the company's revenue guidance as well as consensus estimates. While this single-digit growth pales in comparison to the company's historical double-digit top-line growth, it highlights the resilience of the company's business model in the current precarious economic environment. Amazon's operating income was down 57% year over year to $3.3 billion, significantly higher than the company's guidance range, which stretched from an operating loss of $1 billion to operating income of $3 billion.Amazon is valued at 58.5 times forward earnings, the lowest the company has traded since January 2021. The reduced price point makes the stock even more attractive for retail investors.However, it is not all sunshine and roses for Amazon. Although revenue has grown consistently, the company reported negative free cash flow of $23.5 billion in the last 12 months ending the second quarter. The company's over-dependence on AWS for profitability also exposes the company to business concentration risk.Despite these risks, against the backdrop of a high-flying AWS business, resilient e-commerce business, and strengthening advertising business, Amazon can prove to be a solid buy-and-hold pick for long-term retail investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913683115,"gmtCreate":1663980636338,"gmtModify":1676537373663,"author":{"id":"3577734757483074","authorId":"3577734757483074","name":"WIMP","avatar":"https://community-static.tradeup.com/news/269675fff8c193e5e43722798d95e38e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"💪🏻","listText":"💪🏻","text":"💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913683115","repostId":"1168857409","repostType":2,"repost":{"id":"1168857409","pubTimestamp":1663976132,"share":"https://www.laohu8.com/m/news/1168857409?lang=&edition=full","pubTime":"2022-09-24 07:35","market":"sg","language":"en","title":"SGX Weekly Review: Digital Core REIT, SATS and the US Fed Rate","url":"https://stock-news.laohu8.com/highlight/detail?id=1168857409","media":"The Smart Investor","summary":"Welcome to this week’s edition of top stock highlights where we feature interesting news and snippet","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock highlights where we feature interesting news and snippets from corporate events and announcements.</p><h3><a href=\"https://laohu8.com/S/DCRU.SI\">Digital Core REIT</a></h3><p>Digital Core REIT announced its maiden acquisition since its IPO last November.</p><p>The data centre REIT has agreed to purchase a 25% stake in a freehold data centre in Frankfurt, Germany, for around US$558 million from its sponsor, Digital Realty Trust (NYSE: DLR).</p><p>In addition, Digital Core REIT will have the option to acquire up to an 89.9% interest in the aforementioned Frankfurt data centre and a 90% interest in a data centre in Dallas, US.</p><p>Whether the REIT manager will take up the option will depend on its ability to raise capital successfully to partially finance the transaction.</p><p>Should the fundraising not take place, the transaction will be purely debt-funded and only involve the 25% stake in the Frankfurt data centre.</p><p>The Frankfurt facility has a weighted average lease expiry (WALE) of 4.7 years and is 91% occupied, while the Dallas data centre has a WALE of 15.4 years and is fully occupied.</p><p>Should both transactions go through, Digital Core REIT’s portfolio will increase from US$1.4 billion to US$2 billion.</p><p>The debt-funded scenario will result in a 2% increase in Digital Core REIT’s fiscal 2022’s first half (1H2022) distribution per unit (DPU).</p><p>With equity fundraising, the accretion to DPU will be 3.1%, raising 1H2022’s DPU from US$0.0206 to US$0.0212.</p><p>Aggregate leverage stands at 25.7% currently and will increase to 33% under the debt-funded scenario and 37.5% under the equity fundraising option.</p><p>Either way, the deal appears to be within Digital Core REIT’s financial means.</p><h3>US Federal Reserve</h3><p>The US Federal Reserve has hiked the federal funds rate once again during its recent meeting, raising it by 0.75 percentage points.</p><p>It was the third consecutive 0.75 percentage point increase and takes the policy rate to a range of between 3% to 3.25%.</p><p>This move was a widely-anticipated one as the central bank vowed to push on in its fight against the highest inflation the country has seen in four decades.</p><p>Federal Reserve chairman Jerome Powell made it clear that “some pain” was necessary to bring inflation down to the central bank’s target of 2%.</p><p>These hawkish remarks imply that there are more rate hikes necessary for months to come if inflation does not decline.</p><p>This latest statement suggests that the central bank now sees the need for a more prolonged monetary tightening cycle that will not let up easily, contrary to what many had expected.</p><p>Back in the 1980s, it took numerous rate hikes and a recession to finally bring inflation under control.</p><p>Economists now project that the Federal Reserve will hike rates by another 1.25 percentage points this year with more next year.</p><p>They also expect that no cuts will be announced until at least 2024.</p><h3><a href=\"https://laohu8.com/S/S58.SI\">SATS Ltd </a></h3><p>Bloomberg reported that SATS is in discussions to acquire air cargo handler Worldwide Flight Services for as much as US$3 billion.</p><p>The latter was founded in 1971 and operates in more than 160 major airports in over 20 countries.</p><p>The report also claimed that the Singaporean airline food caterer had sounded out financing options from Worldwide Flight Services’ private equity owner, Cerberus Capital Management.</p><p>In response, SATS released a terse statement about this potential acquisition, stating that no definitive terms or formal legal documentation have been agreed upon.</p><p>It also pointed out that the Bloomberg report contained “materially inaccurate facts”.</p><p>Meanwhile, shares of the ground handler fell sharply on the news, dipping by 5.1% from S$4.09 to S$3.88.</p><p>Investors should note that the transaction price mentioned by Bloomberg is equivalent to around S$4.26 billion.</p><p>SATS’ market capitalisation is now close to S$4.3 billion.</p><p>Assuming that the transaction takes place, SATS will be purchasing a company at a price that is close to its market capitalisation, implying that the transaction is very material.</p><p>Our beginner’s guide to investing is finally here! Many investors took years to understand the principles inside, but you can have it all in one afternoon. If you have just started investing, download our free guide today so you can catch up quickly. Click here to download now.</p></body></html>","source":"lsy1602567310727","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>SGX Weekly Review: Digital Core REIT, SATS and the US Fed Rate</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\">\nSGX Weekly Review: Digital Core REIT, SATS and the US Fed Rate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-digital-core-reit-sats-and-the-us-fed-rate/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock highlights where we feature interesting news and snippets from corporate events and announcements.Digital Core REITDigital Core REIT announced its maiden ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-digital-core-reit-sats-and-the-us-fed-rate/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DCRU.SI":"DigiCore Reit USD","S58.SI":"新翔集团有限公司"},"source_url":"https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-digital-core-reit-sats-and-the-us-fed-rate/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168857409","content_text":"Welcome to this week’s edition of top stock highlights where we feature interesting news and snippets from corporate events and announcements.Digital Core REITDigital Core REIT announced its maiden acquisition since its IPO last November.The data centre REIT has agreed to purchase a 25% stake in a freehold data centre in Frankfurt, Germany, for around US$558 million from its sponsor, Digital Realty Trust (NYSE: DLR).In addition, Digital Core REIT will have the option to acquire up to an 89.9% interest in the aforementioned Frankfurt data centre and a 90% interest in a data centre in Dallas, US.Whether the REIT manager will take up the option will depend on its ability to raise capital successfully to partially finance the transaction.Should the fundraising not take place, the transaction will be purely debt-funded and only involve the 25% stake in the Frankfurt data centre.The Frankfurt facility has a weighted average lease expiry (WALE) of 4.7 years and is 91% occupied, while the Dallas data centre has a WALE of 15.4 years and is fully occupied.Should both transactions go through, Digital Core REIT’s portfolio will increase from US$1.4 billion to US$2 billion.The debt-funded scenario will result in a 2% increase in Digital Core REIT’s fiscal 2022’s first half (1H2022) distribution per unit (DPU).With equity fundraising, the accretion to DPU will be 3.1%, raising 1H2022’s DPU from US$0.0206 to US$0.0212.Aggregate leverage stands at 25.7% currently and will increase to 33% under the debt-funded scenario and 37.5% under the equity fundraising option.Either way, the deal appears to be within Digital Core REIT’s financial means.US Federal ReserveThe US Federal Reserve has hiked the federal funds rate once again during its recent meeting, raising it by 0.75 percentage points.It was the third consecutive 0.75 percentage point increase and takes the policy rate to a range of between 3% to 3.25%.This move was a widely-anticipated one as the central bank vowed to push on in its fight against the highest inflation the country has seen in four decades.Federal Reserve chairman Jerome Powell made it clear that “some pain” was necessary to bring inflation down to the central bank’s target of 2%.These hawkish remarks imply that there are more rate hikes necessary for months to come if inflation does not decline.This latest statement suggests that the central bank now sees the need for a more prolonged monetary tightening cycle that will not let up easily, contrary to what many had expected.Back in the 1980s, it took numerous rate hikes and a recession to finally bring inflation under control.Economists now project that the Federal Reserve will hike rates by another 1.25 percentage points this year with more next year.They also expect that no cuts will be announced until at least 2024.SATS Ltd Bloomberg reported that SATS is in discussions to acquire air cargo handler Worldwide Flight Services for as much as US$3 billion.The latter was founded in 1971 and operates in more than 160 major airports in over 20 countries.The report also claimed that the Singaporean airline food caterer had sounded out financing options from Worldwide Flight Services’ private equity owner, Cerberus Capital Management.In response, SATS released a terse statement about this potential acquisition, stating that no definitive terms or formal legal documentation have been agreed upon.It also pointed out that the Bloomberg report contained “materially inaccurate facts”.Meanwhile, shares of the ground handler fell sharply on the news, dipping by 5.1% from S$4.09 to S$3.88.Investors should note that the transaction price mentioned by Bloomberg is equivalent to around S$4.26 billion.SATS’ market capitalisation is now close to S$4.3 billion.Assuming that the transaction takes place, SATS will be purchasing a company at a price that is close to its market capitalisation, implying that the transaction is very material.Our beginner’s guide to investing is finally here! Many investors took years to understand the principles inside, but you can have it all in one afternoon. If you have just started investing, download our free guide today so you can catch up quickly. 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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\">\nBuffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.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","TSLA":"特斯拉","BRK.A":"伯克希尔","AAPL":"苹果",".DJI":"道琼斯","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111706863","content_text":"KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.If a stock pundit had said at the beginning of 2021 it was time to get out of Tesla and into Exxon Mobil, many investors might have sought another source of market advice. But to an unemotional stock trader, that may have seemed like the right move after growth stocks’ massive run into the new year, and a stock market rotation out of large-cap growth that had already gained steam in the fourth quarter of 2020.Tesla shares have been crushed this year, while traditional fossil fuel companies like Exxon Mobil continue to soar off lows hit during the worst of the pandemic, and as oil rebounds on greater economic confidence. The gap between energy stocks and tech stocks is the widest it has been since 2002, while theNasdaqselling last week, even with Friday’s big rebound, basically erased the tech-heavy index’s gains for the year. The Nasdaq 100 is now down 1.7% on the year.Warren Buffett loves Apple but trimmed his stake in the fourth quarter. Ron Baron thinks Tesla is headed to $2,000, but sold 1.8 million shares. While it would be a mistake for most individual investors to think their portfolio planning resembles the decision-making of billionaires, or that these billionaires are not in these particular names for the long run — they are — at a time of violent stock selling and market volatility, it’s worthwhile to consider how these investors think about their biggest winners.Bubbles vs. violent stock sellingYou don’t need to believe a massive bubble is here to worry that the market is not finished with some more violent “digestion” of winners.Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about a systemic risk to the market, but one-third of investors do believe U.S. large-cap stocks may see more pressure based on asset values.This is not another tech bubble, in his view, but there has been such an elevated amount of capital into technology stocks that there is reason to worry more money will “rotate out violently, and quickly.”He looks at some of the cyclical plays, some already back above pre-pandemic levels and five-year levels, financials as an example. “I think we see lots more rotation. You can’t just be in Tesla anymore. You can’t be in speculative tech names anymore. That money is leaving and looking for more real world leverage,” as the Covid reopening accelerates, he says.Apple and big tech has also seen pressure this year and that may continue.“Those trillion-dollar stocks were huge parking lots for capital last year, all investors from retail to institutional understood the business models and for that brief shining moment they were right place to be,” Colas said. “These rotations, when they happen, they are not necessarily sensible. Tesla will still do fine, but people are saying they have to be somewhere else. ... Apple is a great company with great management, and maybe you make 10% on Apple in the next year, but how about 30% in energy?”The Fed, inflation and market rotationsThe selling of the market’s biggest winners is an indirect effect of confidence in the economic recovery, and what kinds of companies will show the best upside earnings surprises in the next 12 months. That supports financials — the Financial Select Sector SPDR ETF is now through its five-year high — and the stimulus package passed by the Senate over the weekend and expected to be signed by President Biden, will be large and help consumers and hit in the spring as more businesses are reopening.While he thinks small-caps as a whole, represented by the Russell 2000, have run too far too fast since Q4 2020 to see great short-term value in a broad index bet, Colas does think some small-cap sector-specific plays continue to have the market rotation momentum.“When we see ‘XYZ company’ beat estimates by 50% it won’t be Tesla or Apple. ... The surprise will be small-cap energy or banks, small banks, even small industrials. We will see it in airlines, and maybe hotels, though not right away,” Colas says.Much of the recent volatility in the market has been triggered by concerns the Federal Reserve is losing control of the bond market and will need to raise rates sooner than it has telegraphed, and how that makes some stocks less attractive as bond yields rise, while inflation also makes investors reassess the future value of their holdings.But Colas says for stock investors focused on this year who want to maintain exposure to the market, it can be pointless to fight the Fed. He recalled a comment hedge fund manager Leon Cooperman once gave to a group of young Wall Streeters he was among decades ago: “You don’t want to live in a world where the Fed can’t control the markets, and good night if you believe that.”If you do believe that, “you can’t be in risk assets at all,” Colas says.Inflation, meanwhile, at least in the near-term, means pricing power for many companies that have not experienced that dynamic in a long time. “Inflation in the short and medium term is good thing for stocks,” he said. That is distinct from the inflationary pressures that can lead investors to doubt the longer-term value of the stocks they are holding and which Buffett himself, who lived through the market-crushing inflation of the 1970s, has called the“misery index for investors.”But Colas also cautions that investors should not assume there won’t be more selling ahead.“If anyone remembers what happened in 2000, the selloff wasn’t super-violent and people defended their positions and buy recommendations for months and months and months.”This is not the dotcom bubble, and the technology sector is much more developed.“We barely had internet and had no smartphones.”But investors who want to be tactical rather than set their portfolio on autopilot for the long-term may hang with certain stocks for too long.The psychology of billionaire investorsHis advice: “Let the market prove to you the selloff is over.”With Tesla below $600 last week, don’t assume there is an immediate buy on the dip. “You want to see Tesla stabilize. These selloffs dont V bottom. ... Just be aware you’re still buying a very highly valued company and Tesla won’t magically reverse back to 800.”He says back in the years when he worked at Steve Cohen’s SAC Capital, there was a saying: “Don’t short a new high or buy a new low. You wait.”While it’s a mistake for the average investor to obsess over the moves made by the market’s biggest players — billionaires like Steve Cohen, Warren Buffett and Ron Baron — they do offer a few straightforward lessons for volatile markets.No. 1: They make unemotional decisions and they are always looking ahead rather than back.“They spend zero seconds saying, ’I have a huge gain and will stick with it,” Colas said. “SAC had an in-house shrink to break people of the psychology of taking losses or holding gains, to never let it cloud the decision-making process.”One of the most difficult lessons for investors to learn is that the market does not care about the price at which you bought, and the price is reset everyday in spite of how you may think about it. “That is a hard thing for people to learn,” Colas said.The trades that got an investor through 2020 are not necessarily the winning trades now.“There’s a new game and the cycle is turning.”Ron Baron is among the Tesla shareholders who has seen huge value generated by Elon Musk, but he is process-driven. Baron is always thinking about secular shifts in industries and he believes in the shift taking place in transportation — and has invested in more than just Tesla (e.g. GM Cruise) — but as an investor he also has to manage position size. “He can’t go to a client and say 30% of your net worth is now Tesla. That’s not good money management. And every investor should take that to heart,” Colas said.Buffett has always been good at investing based on the premise that there is a finite amount of capital and, “It has to go to the best use always,” Colas says. If he is trimming Apple — even as he sings its praises, and even though its valuation had not been in the same neighborhood as Tesla’s and it has shown earnings leverage through the pandemic — there may be better opportunity for those dollars now and over the next 12 months elsewhere.“If want to take lessons away from the billionaires, just try to think like they do about position size and diversification and best use of capital,” Colas says. “These are omnibus lessons.”And remember that if money continues to rotate out of large-cap growth and tech, at some point the investor who is always looking ahead will remember that the next big rotation could be out of cylicals. “That’s the way rotations work,” he says.There’s a good case to be made there is more room to run in traditional energy right now than in EVs, but there will be a day in the future when the trade may be back out of Exxon Mobil and into Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}