Lydia26 personal page - To The Moon

Lydia26

Lydia26

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2022-11-17

Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]

2022-10-30

[Surprised]

2022-08-02

Happy 57th Birthday. Stronger together, Majulah Singapura. Is great and enjoyable at float.

2022-06-27

SURE....

$30 billion, a catalyst for a surge has emerged! Will the S&P 500 break 4,000 points?

2022-06-26

SAD.😇😇😇

This bear market is extraordinary: have all the traditional hedging tools in the US stock market failed?

2022-04-16

Yes..😉

@BenjiFuji:Investing conundrums [Part 1]

2022-04-15

Hello

2022-04-15

🙃🙃🙃grab it???

@Success88:Comfort and Grab

2022-04-14

Hello

2021-08-05

Oh..all,,??

Sorry, the original content has been removed

2021-07-20

??

Sorry, the original content has been removed

Go to Tiger App to see more news

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Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963207315","isVote":1,"tweetType":1,"viewCount":5123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982944662,"gmtCreate":1667091246956,"gmtModify":1676537858412,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982944662","isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908751076,"gmtCreate":1659445120097,"gmtModify":1705980409578,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Happy 57th Birthday. 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Is great and enjoyable at float.","images":[{"img":"https://community-static.tradeup.com/news/17419663a62ea49546396bf38e0fa9f3","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/379ca1ab2891db46235c9820b8912b61","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/bf82308a0855be2731d8c18f45f3dec9","width":"4000","height":"3000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908751076","isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9046002428,"gmtCreate":1656282040064,"gmtModify":1676535795416,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"SURE....","listText":"SURE....","text":"SURE....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046002428","repostId":"1195689289","repostType":4,"repost":{"id":"1195689289","kind":"news","pubTimestamp":1656237157,"share":"https://ttm.financial/m/news/1195689289?lang=en_US&edition=fundamental","pubTime":"2022-06-26 17:52","market":"us","language":"zh","title":"$30 billion, a catalyst for a surge has emerged! Will the S&P 500 break 4,000 points?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195689289","media":"美股投资网","summary":"投资者应做好准备，迎接2022年下半年股市的强劲回报。","content":"<p><html><head></head><body>The preliminary U.S. manufacturing PMI for June, released on Thursday, came in at 52.4, a 23-month low, far below market expectations of 56 and 57 in May. The release of this data undoubtedly poured cold water on the Federal Reserve's rate hike, and market expectations for rate hike cooled significantly. US stocks closed sharply higher on Friday, with all three major indexes rising by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for a surge in US stocks at the end of the month has emerged:<b>According to estimates by Goldman Sachs' trading department, considering the performance of stocks and bonds this month and quarter, approximately $30 billion in U.S. stock assets may see a net inflow of funds from the rebalancing of U.S. pensions this month and quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>With Wall Street bulls suffering, JPMorgan Chase's chief strategist, Marko Kolanovic, pointed out in a report that the US economy will experience a \"soft landing.\"<b>Investors should prepare for strong stock market returns in the second half of 2022.</b>In a note co-authored with JPMorgan analyst Bram Kaplan, he stated that a month-end and quarter-end (pension) rebalancing could push stocks up 7%, in the process pushing the S&P 500 back well above 4,000 points.</p><p>The following excerpts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market movements and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Marko Kolanovic said that rebalancing is not the only driving factor. At the same time, bonds will face moderate downward pressure from rebalancing, and rising yields may further lead investors to shift towards cyclical stocks (away from defensive stocks). Or it could lead to another widespread sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid a recession, and the stock market will rebound strongly. However, all these predictions are based on the premise that Russia and Ukraine achieve a ceasefire. Only a ceasefire between Russia and Ukraine could lead to such a sharp drop in inflation.</p><p>Many countries, including Russia, are now fully aware of the economic costs of conflict, while investors and consumers are eager for inflation to decline after supply chain disruptions and pandemic restrictions pushed inflation to a 40-year high. Kolanovic believes that the Russia-Ukraine conflict will cease fire in the second half of the year.</p><p>In May of this year, JPMorgan Chase estimated that $250 billion would flow into the stock market by the end of June. Increased cash allocation, heavy short selling, and an oversold market could further support the stock market's rise, potentially causing the benchmark U.S. stock index to deviate further from bear market territory.</p><p>Pension funds buying stocks means pension funds selling bonds, as Steve Zeng, a fixed income analyst at Deutsche Bank, predicted in a report. He estimated using DB's static weighted model that public and private pension funds would sell $85 billion in fixed income this quarter, with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pension funds may further weaken long-term interest rates, which have already been continuously hit by high inflation and a hawkish Federal Reserve. Therefore, a steep 5-year/30-year US Treasury yield curve in the short term is tactically significant, especially if people believe that the data for the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullishness, stating that US stocks are oversold and may rebound between now and early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Here are some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX companies with 9d RSI are oversold at 345:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI remains at 14d in the middle of next week, the result will be like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a significant decline in earnings:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. Proportion of stocks in the SPX500 index that have moved above their 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5. Percentage of stocks whose prices fell to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. The bid for the FAAMG call has evaporated.</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Regarding how this \"dead cat rebound\" will continue, Hunter said: The potential bullish momentum signal on the weekly timeframe that may be triggered this Friday will strengthen the upward trend in the early weeks of summer. We believe this move will extend towards the key resistance level near 4100 during this period...</p><p></body></html></p>","source":"lsy1625014679106","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>$30 billion, a catalyst for a surge has emerged! 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Will the S&P 500 break 4,000 points?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美股投资网</strong><span class=\"h-time small\">2022-06-26 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The preliminary U.S. manufacturing PMI for June, released on Thursday, came in at 52.4, a 23-month low, far below market expectations of 56 and 57 in May. The release of this data undoubtedly poured cold water on the Federal Reserve's rate hike, and market expectations for rate hike cooled significantly. US stocks closed sharply higher on Friday, with all three major indexes rising by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for a surge in US stocks at the end of the month has emerged:<b>According to estimates by Goldman Sachs' trading department, considering the performance of stocks and bonds this month and quarter, approximately $30 billion in U.S. stock assets may see a net inflow of funds from the rebalancing of U.S. pensions this month and quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>With Wall Street bulls suffering, JPMorgan Chase's chief strategist, Marko Kolanovic, pointed out in a report that the US economy will experience a \"soft landing.\"<b>Investors should prepare for strong stock market returns in the second half of 2022.</b>In a note co-authored with JPMorgan analyst Bram Kaplan, he stated that a month-end and quarter-end (pension) rebalancing could push stocks up 7%, in the process pushing the S&P 500 back well above 4,000 points.</p><p>The following excerpts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market movements and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Marko Kolanovic said that rebalancing is not the only driving factor. At the same time, bonds will face moderate downward pressure from rebalancing, and rising yields may further lead investors to shift towards cyclical stocks (away from defensive stocks). Or it could lead to another widespread sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid a recession, and the stock market will rebound strongly. However, all these predictions are based on the premise that Russia and Ukraine achieve a ceasefire. Only a ceasefire between Russia and Ukraine could lead to such a sharp drop in inflation.</p><p>Many countries, including Russia, are now fully aware of the economic costs of conflict, while investors and consumers are eager for inflation to decline after supply chain disruptions and pandemic restrictions pushed inflation to a 40-year high. Kolanovic believes that the Russia-Ukraine conflict will cease fire in the second half of the year.</p><p>In May of this year, JPMorgan Chase estimated that $250 billion would flow into the stock market by the end of June. Increased cash allocation, heavy short selling, and an oversold market could further support the stock market's rise, potentially causing the benchmark U.S. stock index to deviate further from bear market territory.</p><p>Pension funds buying stocks means pension funds selling bonds, as Steve Zeng, a fixed income analyst at Deutsche Bank, predicted in a report. He estimated using DB's static weighted model that public and private pension funds would sell $85 billion in fixed income this quarter, with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pension funds may further weaken long-term interest rates, which have already been continuously hit by high inflation and a hawkish Federal Reserve. Therefore, a steep 5-year/30-year US Treasury yield curve in the short term is tactically significant, especially if people believe that the data for the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullishness, stating that US stocks are oversold and may rebound between now and early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Here are some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX companies with 9d RSI are oversold at 345:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI remains at 14d in the middle of next week, the result will be like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a significant decline in earnings:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. Proportion of stocks in the SPX500 index that have moved above their 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5. Percentage of stocks whose prices fell to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. The bid for the FAAMG call has evaporated.</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Regarding how this \"dead cat rebound\" will continue, Hunter said: The potential bullish momentum signal on the weekly timeframe that may be triggered this Friday will strengthen the upward trend in the early weeks of summer. We believe this move will extend towards the key resistance level near 4100 during this period...</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg\">美股投资网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195689289","content_text":"美国周四公布的6月制造业PMI初值录得52.4，刷新23个月低位，远低于市场预期的56和5月的57。这一数据的出炉无疑给美联储加息泼了一盆冷水，另市场对加息预期显著降温，美股周五大幅收高，三大股指均上涨5%以上。另外值得注意的是美股月末另一个潜在的大涨催化剂已经出现：根据高盛交易部门的估计，考虑到这个月和这个季度股票和债券的走势，本月和本季度或将有约300亿美元的美股资产将迎来美国养老金再平衡的资金净流入。华尔街死多头，摩根大通的首席策略师Marko Kolanovic在一份报告中指出，美国经济将“软着陆”，投资者应做好准备，迎接2022年下半年股市的强劲回报。并在与摩根大通分析师Bram Kaplan共同撰写的笔记中称：月末和季末的（养老金）再平衡可能推动股票上涨7%，在这个过程中将推动标普指数重返并远远超过4000点。以下摘录来自该报告:This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).Marko Kolanovic 讲到，再平衡并不是唯一的驱动因素。与此同时，债券将受到再平衡带来的适度下行压力，收益率的上升可能会进一步导致投资者转向周期性股票(远离防御型股票)。或者这可能会导致又一轮广泛的抛售。另外Marko Kolanovic 认为今年下半年美国通胀率有望减半，美国经济将避免衰退，股市将强劲反弹。但所有这些预测都有一个前提，就是俄.乌实现停火。只有俄.乌停火，才有可能导致通胀率如此大幅的下跌.当前包括俄罗斯在内的许多国家已经充分意识到冲突的经济成本，同时在供应链中断和疫情限制推动通胀创下40年新高后，投资者和消费者都迫切希望通胀下降。Kolanovic认为下半年俄乌冲突将停火。今年5月，摩根大通就估计到6月底将有2,500亿美元资金流入股市，现金配置的增加、大量做空行为以及市场处于“超卖状态”，可能进一步支撑股市上行，从而有望使美国基准股指进一步偏离熊市区域。养老金买入股票意味着养老金卖出债券，德意志银行固定收益分析师Steve Zeng在一份报告中预测了这一点。他通过DB的静态权重模型估计，在标普500指数下跌19%、总债券指数仅“下滑”6%的情况下，本季度公共和私人养老金将卖出850亿美元的固定收益。另外Steve Zeng指出养老金的再平衡可能会进一步削弱长端利率，而长端利率已经被高企的通胀和鹰派的美联储所持续打击，因此5年期/30年期美债收益率曲线短期陡峭是有战术性意义的，特别是如果人们认为未来两周的数据可能会偏软。此外，高盛交易员Matt Fleury同样表示了\"战术性\"看涨，他表示美股超卖，从当前到7月初美股或将反弹，不过他并没有改变其长期看跌的观点。下面我们摘录了他在笔记中强调的一些关键图表：1.标普500指数52周高点以及低点：2. 带有9d RSI 的SPX公司有345超卖：如果下周中期RSI保持在14d，结果会是这样的：3. 我们现在已经消化了收益大幅下调的预期:4. SPX500指数中超过50日移动均线的股票比例:5. 股价跌至52周低点的股票比例:6. 对FAAMG看涨call的出价已经蒸发至于这波“死猫式反弹”将如何延续，Hunter表示：本周五可能触发的周线时间框架上的潜在看涨动能信号将增强夏季早期几周的上行倾向。我们认为，在这段时间内，这一举措将向4100附近的关键阻力位延伸......","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048606882,"gmtCreate":1656201361446,"gmtModify":1676535782457,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"SAD.😇😇😇","listText":"SAD.😇😇😇","text":"SAD.😇😇😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048606882","repostId":"1120278199","repostType":4,"repost":{"id":"1120278199","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1656137102,"share":"https://ttm.financial/m/news/1120278199?lang=en_US&edition=fundamental","pubTime":"2022-06-25 14:05","market":"us","language":"zh","title":"This bear market is extraordinary: have all the traditional hedging tools in the US stock market failed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120278199","media":"华尔街见闻","summary":"有分析称，对冲工具不再奏效主要因为市场对加息预期的反复变化，“抛售趋势经常被反弹走势所打断”。在美联储激进加息和经济衰退担忧的影响下，标普500指数从年初高点暴跌超20%后陷入熊市。但是，美国周四PM","content":"<p><html><head></head><body>Some analysts say that hedging tools are no longer effective mainly because the market's expectations for rate hike fluctuate repeatedly, and \"the selling trend is often interrupted by the rebound trend.\" Influenced by the Federal Reserve's aggressive rate hike and recession concerns, the S&P 500 index plummeted by more than 20% from its high at the beginning of the year and entered a bear market.</p><p>However, Thursday's U.S. PMI data poured cold water on Federal Reserve rate hike, significantly cooling market expectations for rate hike and causing the S&P 500 to post its biggest gain in two years this week.</p><p><b>Due to recent fluctuations in investor expectations for rate hike, traditional hedging tools that used to work during the US stock market crash have now failed.</b></p><p>Generally speaking, investors can use stock index futures, options, and Treasury Bond to hedge, or use sentiment to judge the market bottom.</p><p>However, the sudden rebound and accelerated rise in US stocks this week not only reversed the three-week losing streak, but also made investors who used hedging tools pay a heavy price.</p><p>Hedging tools such as put options, bearish sentiment, and Treasury Bond have all failed.</p><p>Recently, apart from the 5% put option on the S&P 500 index, it has become ineffective, and other hedging tools have also failed.</p><p>For example, US stocks fell sharply in the first half of this year. In the past, extremely pessimistic market sentiment during a frenzied sell-off by investors would be regarded as a signal to buy against the trend. However, the volatility of market sentiment now makes bearish sentiment readings ineffective.</p><p>Treasury Bond has also failed. In the past, investors would use Treasury Bond to hedge against risks in bear markets, but now this hedging tool has also failed.</p><p>With<a href=\"https://laohu8.com/S/EEME\">iShares</a>Treasury Bond for more than 20 years<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETFs</a>For example, the fund returned 14% and 18% during the 2020 stock market crash and the 2008-2009 financial crisis, respectively, but has fallen 24% this year, more than the S&P 500.</p><p>In this regard,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>John Flahive, head of fixed income investments at a wealth management firm, said:</p><p>We are in an unusual era, and one of the reasons why traditional hedging tools are failing is that interest rates are being manipulated. What we experienced in the first half of the year was precisely this period of (interest rate) adjustment and the friction (repetition) generated by this change. Why are US stock hedging tools no longer effective?</p><p>Some analysts believe that,<b>These hedging tools unexpectedly failed this time because \"the sell-off trend is often interrupted by the rebound trend\".</b></p><p>This counter-trend rebound slowed the overall downturn in U.S. stocks, making it more difficult for investors to profit from out-of-the-money put options.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman explains:</p><p>We can compare this to an insurance policy with a deductible. Let's say your house is damaged every month, but only moderately, so you can't claim a lot from the insurance company every time, but you keep paying the premium.</body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This bear market is extraordinary: have all the traditional hedging tools in the US stock market failed?</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis bear market is extraordinary: have all the traditional hedging tools in the US stock market failed?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-06-25 14:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some analysts say that hedging tools are no longer effective mainly because the market's expectations for rate hike fluctuate repeatedly, and \"the selling trend is often interrupted by the rebound trend.\" Influenced by the Federal Reserve's aggressive rate hike and recession concerns, the S&P 500 index plummeted by more than 20% from its high at the beginning of the year and entered a bear market.</p><p>However, Thursday's U.S. PMI data poured cold water on Federal Reserve rate hike, significantly cooling market expectations for rate hike and causing the S&P 500 to post its biggest gain in two years this week.</p><p><b>Due to recent fluctuations in investor expectations for rate hike, traditional hedging tools that used to work during the US stock market crash have now failed.</b></p><p>Generally speaking, investors can use stock index futures, options, and Treasury Bond to hedge, or use sentiment to judge the market bottom.</p><p>However, the sudden rebound and accelerated rise in US stocks this week not only reversed the three-week losing streak, but also made investors who used hedging tools pay a heavy price.</p><p>Hedging tools such as put options, bearish sentiment, and Treasury Bond have all failed.</p><p>Recently, apart from the 5% put option on the S&P 500 index, it has become ineffective, and other hedging tools have also failed.</p><p>For example, US stocks fell sharply in the first half of this year. In the past, extremely pessimistic market sentiment during a frenzied sell-off by investors would be regarded as a signal to buy against the trend. However, the volatility of market sentiment now makes bearish sentiment readings ineffective.</p><p>Treasury Bond has also failed. In the past, investors would use Treasury Bond to hedge against risks in bear markets, but now this hedging tool has also failed.</p><p>With<a href=\"https://laohu8.com/S/EEME\">iShares</a>Treasury Bond for more than 20 years<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETFs</a>For example, the fund returned 14% and 18% during the 2020 stock market crash and the 2008-2009 financial crisis, respectively, but has fallen 24% this year, more than the S&P 500.</p><p>In this regard,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>John Flahive, head of fixed income investments at a wealth management firm, said:</p><p>We are in an unusual era, and one of the reasons why traditional hedging tools are failing is that interest rates are being manipulated. What we experienced in the first half of the year was precisely this period of (interest rate) adjustment and the friction (repetition) generated by this change. Why are US stock hedging tools no longer effective?</p><p>Some analysts believe that,<b>These hedging tools unexpectedly failed this time because \"the sell-off trend is often interrupted by the rebound trend\".</b></p><p>This counter-trend rebound slowed the overall downturn in U.S. stocks, making it more difficult for investors to profit from out-of-the-money put options.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman explains:</p><p>We can compare this to an insurance policy with a deductible. Let's say your house is damaged every month, but only moderately, so you can't claim a lot from the insurance company every time, but you keep paying the premium.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PSFF":"Pacer Swan SOS Fund of Funds ETF","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SPY":"标普500ETF","GS":"高盛",".DJI":"道琼斯","BK":"Bank of New York Mellon","SPXU":"三倍做空标普500ETF-ProShares","BK4552":"Archegos爆仓风波概念","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120278199","content_text":"有分析称，对冲工具不再奏效主要因为市场对加息预期的反复变化，“抛售趋势经常被反弹走势所打断”。在美联储激进加息和经济衰退担忧的影响下，标普500指数从年初高点暴跌超20%后陷入熊市。但是，美国周四PMI数据给美联储加息泼了一盆冷水，市场对加息预期显著降温，使得标普500指数本周创两年来最大涨幅。由于近期投资者对加息预期的反复变化，过去在美股大跌中起作用的传统对冲工具如今都失灵了。一般而言，投资者可以利用股指期货、期权和国债进行对冲，或者利用情绪判断市场底部。然而本周美股突如其来的反弹并加速上行，不仅扭转了三周连跌的势头，也令使用对冲工具的投资者付出了昂贵的代价。看跌期权、看跌情绪和国债等对冲工具纷纷失效近期，除了标普500指数的5%价外看跌期权不再奏效，其他对冲工具也纷纷失灵。比如，今年上半年美股整体大幅下跌，以往这种在投资者疯狂抛售的过程中，极度悲观的市场情绪会被视为逆势买入的信号，但是如今市场情绪的反复无常使得看跌情绪读数不再奏效。同样失灵的还有国债，在过去的熊市中，投资者会利用国债来避险，但如今这一对冲工具也失效了。以iShares 20年以上国债Pacer Swan SOS Fund of Funds ETF|ETF为例，在2020年股市崩盘和2008-2009年金融危机期间，该基金的回报率分别为14%和18%，但是今年以来该基金下跌了24%，比标普500指数跌得更多。对此，纽约梅隆银行财富管理公司的固定收益投资主管约翰·弗拉维（John Flahive）表示：我们正处于一个不寻常的时代，传统对冲工具失效的原因之一是利率正在被操纵，我们在上半年所经历的正是这一段（利率）调整期和这种变化所产生的摩擦（反复）。美股对冲工具为何不再奏效？有分析认为，这些对冲工具此番意外失效是因为“抛售趋势经常被反弹走势所打断”。这种反趋势反弹减缓了美股整体低迷的步伐，这使得投资者从价外看跌期权中获得利润变得更难。高盛策略师洛基·菲什曼（Rocky Fishman）对此解释：我们可以把这比作一个有免赔额的保单，假设每个月你的房子都会遭到损坏，但只是适度的损坏，所以你无法每次从保险公司索赔到很多，但是你一直都在支付保费。","news_type":1,"symbols_score_info":{"PSFF":0.9,"BK":0.9,".IXIC":0.9,"ZTmain":0.9,"SPXU":0.9,"QQQ":0.9,"SPY":0.9,"UPRO":0.9,"EEME":0.9,"UBmain":0.9,"ZFmain":0.9,"GS":0.9,"TNmain":0.9,"ZNmain":0.9,"ESmain":0.9,".DJI":0.9,"ZBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083893903,"gmtCreate":1650086383143,"gmtModify":1676534645192,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Yes..😉","listText":"Yes..😉","text":"Yes..😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083893903","repostId":"9089582551","repostType":1,"repost":{"id":9089582551,"gmtCreate":1650005361558,"gmtModify":1676534628006,"author":{"id":"4110175785559852","authorId":"4110175785559852","name":"BenjiFuji","avatar":"https://community-static.tradeup.com/news/330f59d829009a2c318784ab2b5e6098","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110175785559852","idStr":"4110175785559852"},"themes":[],"title":"Investing conundrums [Part 1]","htmlText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","listText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","text":"When investing, I find that there are so many contradictions that exist. From following the crowd vs avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","images":[{"img":"https://community-static.tradeup.com/news/7304d647d39d04dee2823754b109e82c","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089582551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089780011,"gmtCreate":1650033785496,"gmtModify":1676534633189,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089780011","isVote":1,"tweetType":1,"viewCount":6066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089807262,"gmtCreate":1649979730048,"gmtModify":1676534619279,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"🙃🙃🙃grab it???","listText":"🙃🙃🙃grab it???","text":"🙃🙃🙃grab it???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089807262","repostId":"9080996800","repostType":1,"repost":{"id":9080996800,"gmtCreate":1649827483272,"gmtModify":1676534585405,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101948424484190","idStr":"4101948424484190"},"themes":[],"title":"Comfort and Grab","htmlText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","listText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","text":"Hey Singapore is the highest vaccinated rate country >90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and extended, KTV also available now. Should be good for Taxi Company $COMFORTDELGRO CORPORATION LTD(C52.SI)$and Private hire company $Grab Holdings(GRAB)$. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. $COMFORTDELGRO CORPORATION LTD(C52.SI)$ComfortDelGro also have car learning center for students to tak","images":[{"img":"https://community-static.tradeup.com/news/3174676d130d596a395c5ea879410f5a","width":"828","height":"549"},{"img":"https://community-static.tradeup.com/news/202580976968383461e34534192594fe","width":"828","height":"820"},{"img":"https://community-static.tradeup.com/news/b05af22b280ed63ddd5e9c71c6a15cc8","width":"828","height":"866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080996800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089983918,"gmtCreate":1649944341637,"gmtModify":1676534612472,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089983918","isVote":1,"tweetType":1,"viewCount":3959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899186050,"gmtCreate":1628169141770,"gmtModify":1703502449990,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Oh..all,,??","listText":"Oh..all,,??","text":"Oh..all,,??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899186050","repostId":"1166234177","repostType":4,"isVote":1,"tweetType":1,"viewCount":4245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171883312,"gmtCreate":1626736515636,"gmtModify":1703764050014,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171883312","repostId":"1147786491","repostType":4,"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9963207315,"gmtCreate":1668682439437,"gmtModify":1676538096358,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","listText":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","text":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963207315","isVote":1,"tweetType":1,"viewCount":5123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089780011,"gmtCreate":1650033785496,"gmtModify":1676534633189,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089780011","isVote":1,"tweetType":1,"viewCount":6066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899186050,"gmtCreate":1628169141770,"gmtModify":1703502449990,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Oh..all,,??","listText":"Oh..all,,??","text":"Oh..all,,??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899186050","repostId":"1166234177","repostType":4,"repost":{"id":"1166234177","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628163401,"share":"https://ttm.financial/m/news/1166234177?lang=en_US&edition=fundamental","pubTime":"2021-08-05 19:36","market":"us","language":"zh","title":"The number of layoffs at challenger companies in the United States in July recorded a new low since July 2000.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166234177","media":"老虎资讯综合","summary":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","content":"<p>Number of layoffs by challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>This is the lowest level since July 2000.</b>Previous: 2.0476.</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>The number of layoffs at challenger companies in the United States in July recorded a new low since July 2000.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe number of layoffs at challenger companies in the United States in July recorded a new low since July 2000.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-05 19:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Number of layoffs by challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>This is the lowest level since July 2000.</b>Previous: 2.0476.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166234177","content_text":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908751076,"gmtCreate":1659445120097,"gmtModify":1705980409578,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Happy 57th Birthday. Stronger together, Majulah Singapura.&nbsp; Is great and enjoyable at float.","listText":"Happy 57th Birthday. Stronger together, Majulah Singapura.&nbsp; Is great and enjoyable at float.","text":"Happy 57th Birthday. Stronger together, Majulah Singapura. Is great and enjoyable at float.","images":[{"img":"https://community-static.tradeup.com/news/17419663a62ea49546396bf38e0fa9f3","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/379ca1ab2891db46235c9820b8912b61","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/bf82308a0855be2731d8c18f45f3dec9","width":"4000","height":"3000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908751076","isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9083893903,"gmtCreate":1650086383143,"gmtModify":1676534645192,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Yes..😉","listText":"Yes..😉","text":"Yes..😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083893903","repostId":"9089582551","repostType":1,"repost":{"id":9089582551,"gmtCreate":1650005361558,"gmtModify":1676534628006,"author":{"id":"4110175785559852","authorId":"4110175785559852","name":"BenjiFuji","avatar":"https://community-static.tradeup.com/news/330f59d829009a2c318784ab2b5e6098","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110175785559852","idStr":"4110175785559852"},"themes":[],"title":"Investing conundrums [Part 1]","htmlText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","listText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","text":"When investing, I find that there are so many contradictions that exist. From following the crowd vs avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","images":[{"img":"https://community-static.tradeup.com/news/7304d647d39d04dee2823754b109e82c","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089582551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089807262,"gmtCreate":1649979730048,"gmtModify":1676534619279,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"🙃🙃🙃grab it???","listText":"🙃🙃🙃grab it???","text":"🙃🙃🙃grab it???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089807262","repostId":"9080996800","repostType":1,"repost":{"id":9080996800,"gmtCreate":1649827483272,"gmtModify":1676534585405,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101948424484190","idStr":"4101948424484190"},"themes":[],"title":"Comfort and Grab","htmlText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","listText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","text":"Hey Singapore is the highest vaccinated rate country >90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and extended, KTV also available now. Should be good for Taxi Company $COMFORTDELGRO CORPORATION LTD(C52.SI)$and Private hire company $Grab Holdings(GRAB)$. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. $COMFORTDELGRO CORPORATION LTD(C52.SI)$ComfortDelGro also have car learning center for students to tak","images":[{"img":"https://community-static.tradeup.com/news/3174676d130d596a395c5ea879410f5a","width":"828","height":"549"},{"img":"https://community-static.tradeup.com/news/202580976968383461e34534192594fe","width":"828","height":"820"},{"img":"https://community-static.tradeup.com/news/b05af22b280ed63ddd5e9c71c6a15cc8","width":"828","height":"866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080996800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089983918,"gmtCreate":1649944341637,"gmtModify":1676534612472,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089983918","isVote":1,"tweetType":1,"viewCount":3959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171883312,"gmtCreate":1626736515636,"gmtModify":1703764050014,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171883312","repostId":"1147786491","repostType":4,"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982944662,"gmtCreate":1667091246956,"gmtModify":1676537858412,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982944662","isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046002428,"gmtCreate":1656282040064,"gmtModify":1676535795416,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578187504913334","idStr":"3578187504913334"},"themes":[],"title":"","htmlText":"SURE....","listText":"SURE....","text":"SURE....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046002428","repostId":"1195689289","repostType":4,"repost":{"id":"1195689289","kind":"news","pubTimestamp":1656237157,"share":"https://ttm.financial/m/news/1195689289?lang=en_US&edition=fundamental","pubTime":"2022-06-26 17:52","market":"us","language":"zh","title":"$30 billion, a catalyst for a surge has emerged! Will the S&P 500 break 4,000 points?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195689289","media":"美股投资网","summary":"投资者应做好准备，迎接2022年下半年股市的强劲回报。","content":"<p><html><head></head><body>The preliminary U.S. manufacturing PMI for June, released on Thursday, came in at 52.4, a 23-month low, far below market expectations of 56 and 57 in May. The release of this data undoubtedly poured cold water on the Federal Reserve's rate hike, and market expectations for rate hike cooled significantly. US stocks closed sharply higher on Friday, with all three major indexes rising by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for a surge in US stocks at the end of the month has emerged:<b>According to estimates by Goldman Sachs' trading department, considering the performance of stocks and bonds this month and quarter, approximately $30 billion in U.S. stock assets may see a net inflow of funds from the rebalancing of U.S. pensions this month and quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>With Wall Street bulls suffering, JPMorgan Chase's chief strategist, Marko Kolanovic, pointed out in a report that the US economy will experience a \"soft landing.\"<b>Investors should prepare for strong stock market returns in the second half of 2022.</b>In a note co-authored with JPMorgan analyst Bram Kaplan, he stated that a month-end and quarter-end (pension) rebalancing could push stocks up 7%, in the process pushing the S&P 500 back well above 4,000 points.</p><p>The following excerpts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market movements and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Marko Kolanovic said that rebalancing is not the only driving factor. At the same time, bonds will face moderate downward pressure from rebalancing, and rising yields may further lead investors to shift towards cyclical stocks (away from defensive stocks). Or it could lead to another widespread sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid a recession, and the stock market will rebound strongly. However, all these predictions are based on the premise that Russia and Ukraine achieve a ceasefire. Only a ceasefire between Russia and Ukraine could lead to such a sharp drop in inflation.</p><p>Many countries, including Russia, are now fully aware of the economic costs of conflict, while investors and consumers are eager for inflation to decline after supply chain disruptions and pandemic restrictions pushed inflation to a 40-year high. Kolanovic believes that the Russia-Ukraine conflict will cease fire in the second half of the year.</p><p>In May of this year, JPMorgan Chase estimated that $250 billion would flow into the stock market by the end of June. Increased cash allocation, heavy short selling, and an oversold market could further support the stock market's rise, potentially causing the benchmark U.S. stock index to deviate further from bear market territory.</p><p>Pension funds buying stocks means pension funds selling bonds, as Steve Zeng, a fixed income analyst at Deutsche Bank, predicted in a report. He estimated using DB's static weighted model that public and private pension funds would sell $85 billion in fixed income this quarter, with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pension funds may further weaken long-term interest rates, which have already been continuously hit by high inflation and a hawkish Federal Reserve. Therefore, a steep 5-year/30-year US Treasury yield curve in the short term is tactically significant, especially if people believe that the data for the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullishness, stating that US stocks are oversold and may rebound between now and early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Here are some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX companies with 9d RSI are oversold at 345:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI remains at 14d in the middle of next week, the result will be like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a significant decline in earnings:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. Proportion of stocks in the SPX500 index that have moved above their 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5. Percentage of stocks whose prices fell to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. The bid for the FAAMG call has evaporated.</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Regarding how this \"dead cat rebound\" will continue, Hunter said: The potential bullish momentum signal on the weekly timeframe that may be triggered this Friday will strengthen the upward trend in the early weeks of summer. We believe this move will extend towards the key resistance level near 4100 during this period...</p><p></body></html></p>","source":"lsy1625014679106","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>$30 billion, a catalyst for a surge has emerged! Will the S&P 500 break 4,000 points?</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n$30 billion, a catalyst for a surge has emerged! Will the S&P 500 break 4,000 points?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美股投资网</strong><span class=\"h-time small\">2022-06-26 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The preliminary U.S. manufacturing PMI for June, released on Thursday, came in at 52.4, a 23-month low, far below market expectations of 56 and 57 in May. The release of this data undoubtedly poured cold water on the Federal Reserve's rate hike, and market expectations for rate hike cooled significantly. US stocks closed sharply higher on Friday, with all three major indexes rising by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for a surge in US stocks at the end of the month has emerged:<b>According to estimates by Goldman Sachs' trading department, considering the performance of stocks and bonds this month and quarter, approximately $30 billion in U.S. stock assets may see a net inflow of funds from the rebalancing of U.S. pensions this month and quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>With Wall Street bulls suffering, JPMorgan Chase's chief strategist, Marko Kolanovic, pointed out in a report that the US economy will experience a \"soft landing.\"<b>Investors should prepare for strong stock market returns in the second half of 2022.</b>In a note co-authored with JPMorgan analyst Bram Kaplan, he stated that a month-end and quarter-end (pension) rebalancing could push stocks up 7%, in the process pushing the S&P 500 back well above 4,000 points.</p><p>The following excerpts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market movements and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Marko Kolanovic said that rebalancing is not the only driving factor. At the same time, bonds will face moderate downward pressure from rebalancing, and rising yields may further lead investors to shift towards cyclical stocks (away from defensive stocks). Or it could lead to another widespread sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid a recession, and the stock market will rebound strongly. However, all these predictions are based on the premise that Russia and Ukraine achieve a ceasefire. Only a ceasefire between Russia and Ukraine could lead to such a sharp drop in inflation.</p><p>Many countries, including Russia, are now fully aware of the economic costs of conflict, while investors and consumers are eager for inflation to decline after supply chain disruptions and pandemic restrictions pushed inflation to a 40-year high. Kolanovic believes that the Russia-Ukraine conflict will cease fire in the second half of the year.</p><p>In May of this year, JPMorgan Chase estimated that $250 billion would flow into the stock market by the end of June. Increased cash allocation, heavy short selling, and an oversold market could further support the stock market's rise, potentially causing the benchmark U.S. stock index to deviate further from bear market territory.</p><p>Pension funds buying stocks means pension funds selling bonds, as Steve Zeng, a fixed income analyst at Deutsche Bank, predicted in a report. He estimated using DB's static weighted model that public and private pension funds would sell $85 billion in fixed income this quarter, with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pension funds may further weaken long-term interest rates, which have already been continuously hit by high inflation and a hawkish Federal Reserve. Therefore, a steep 5-year/30-year US Treasury yield curve in the short term is tactically significant, especially if people believe that the data for the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullishness, stating that US stocks are oversold and may rebound between now and early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Here are some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX companies with 9d RSI are oversold at 345:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI remains at 14d in the middle of next week, the result will be like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a significant decline in earnings:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. Proportion of stocks in the SPX500 index that have moved above their 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5. Percentage of stocks whose prices fell to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. The bid for the FAAMG call has evaporated.</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Regarding how this \"dead cat rebound\" will continue, Hunter said: The potential bullish momentum signal on the weekly timeframe that may be triggered this Friday will strengthen the upward trend in the early weeks of summer. We believe this move will extend towards the key resistance level near 4100 during this period...</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg\">美股投资网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195689289","content_text":"美国周四公布的6月制造业PMI初值录得52.4，刷新23个月低位，远低于市场预期的56和5月的57。这一数据的出炉无疑给美联储加息泼了一盆冷水，另市场对加息预期显著降温，美股周五大幅收高，三大股指均上涨5%以上。另外值得注意的是美股月末另一个潜在的大涨催化剂已经出现：根据高盛交易部门的估计，考虑到这个月和这个季度股票和债券的走势，本月和本季度或将有约300亿美元的美股资产将迎来美国养老金再平衡的资金净流入。华尔街死多头，摩根大通的首席策略师Marko Kolanovic在一份报告中指出，美国经济将“软着陆”，投资者应做好准备，迎接2022年下半年股市的强劲回报。并在与摩根大通分析师Bram Kaplan共同撰写的笔记中称：月末和季末的（养老金）再平衡可能推动股票上涨7%，在这个过程中将推动标普指数重返并远远超过4000点。以下摘录来自该报告:This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).Marko Kolanovic 讲到，再平衡并不是唯一的驱动因素。与此同时，债券将受到再平衡带来的适度下行压力，收益率的上升可能会进一步导致投资者转向周期性股票(远离防御型股票)。或者这可能会导致又一轮广泛的抛售。另外Marko Kolanovic 认为今年下半年美国通胀率有望减半，美国经济将避免衰退，股市将强劲反弹。但所有这些预测都有一个前提，就是俄.乌实现停火。只有俄.乌停火，才有可能导致通胀率如此大幅的下跌.当前包括俄罗斯在内的许多国家已经充分意识到冲突的经济成本，同时在供应链中断和疫情限制推动通胀创下40年新高后，投资者和消费者都迫切希望通胀下降。Kolanovic认为下半年俄乌冲突将停火。今年5月，摩根大通就估计到6月底将有2,500亿美元资金流入股市，现金配置的增加、大量做空行为以及市场处于“超卖状态”，可能进一步支撑股市上行，从而有望使美国基准股指进一步偏离熊市区域。养老金买入股票意味着养老金卖出债券，德意志银行固定收益分析师Steve Zeng在一份报告中预测了这一点。他通过DB的静态权重模型估计，在标普500指数下跌19%、总债券指数仅“下滑”6%的情况下，本季度公共和私人养老金将卖出850亿美元的固定收益。另外Steve Zeng指出养老金的再平衡可能会进一步削弱长端利率，而长端利率已经被高企的通胀和鹰派的美联储所持续打击，因此5年期/30年期美债收益率曲线短期陡峭是有战术性意义的，特别是如果人们认为未来两周的数据可能会偏软。此外，高盛交易员Matt Fleury同样表示了\"战术性\"看涨，他表示美股超卖，从当前到7月初美股或将反弹，不过他并没有改变其长期看跌的观点。下面我们摘录了他在笔记中强调的一些关键图表：1.标普500指数52周高点以及低点：2. 带有9d RSI 的SPX公司有345超卖：如果下周中期RSI保持在14d，结果会是这样的：3. 我们现在已经消化了收益大幅下调的预期:4. SPX500指数中超过50日移动均线的股票比例:5. 股价跌至52周低点的股票比例:6. 对FAAMG看涨call的出价已经蒸发至于这波“死猫式反弹”将如何延续，Hunter表示：本周五可能触发的周线时间框架上的潜在看涨动能信号将增强夏季早期几周的上行倾向。我们认为，在这段时间内，这一举措将向4100附近的关键阻力位延伸......","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}