SamuChong personal page - To The Moon

SamuChong

SamuChong

Financial Analyst by trade, CFA charterholder

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06-27

$iShares MSCI India ETF(INDA)$ High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population Inflation kept in check

2023-06-13

$Alibaba(09988)$

2023-05-25

$Alibaba(09988)$ SOTP undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap. Company has good moat, divestiture rewards current shareholders

2022-07-08

better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)

Sorry, the original content has been removed

2022-05-18

$Upstart Holdings, Inc.(UPST)$TP 70 with 40% weighted bear case scenario.

2022-02-12

that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year

Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks

2023-03-02

$OVERSEA-CHINESE BANKING CORP(O39.SI)$ Most undervalued among the 3 banks. Picking up more shares

2022-05-20

$Grab Holdings(GRAB)$.

2023-03-02

$UNITED OVERSEAS BANK LIMITED(U11.SI)$ picking up more shares

2023-02-01

$SPDR S&P Homebuilders ETF(XHB)$

2022-05-20

omg

Sorry, the original content has been removed

2022-05-17

$Upstart Holdings, Inc.(UPST)$up

2022-05-14

$Upstart Holdings, Inc.(UPST)$wow

2022-05-13

$Upstart Holdings, Inc.(UPST)$up

06-11

$CapLand IntCom T(C38U.SI)$

03-01

$Straits Times Index(STI.SI)$

2023-12-08

If time could rewind I will not invest in china

2023-11-03

$Apple(AAPL)$ short term pullback, long term opportunity. Queuing at 160

2023-10-19

$Liberty Oilfield Services Inc.(LBRT)$ bullish

2023-10-13

$CapLand IntCom T(C38U.SI)$

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T(C38U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$CapLand IntCom T(C38U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315660504617256","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279614228664512,"gmtCreate":1709286654279,"gmtModify":1709286657018,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279614228664512","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249921265922336,"gmtCreate":1702034888540,"gmtModify":1702034893116,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"If time could rewind I will not invest in china","listText":"If time could rewind I will not invest in china","text":"If time could rewind I will not invest in china","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249921265922336","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237441477488744,"gmtCreate":1699004663368,"gmtModify":1699004666051,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>short term pullback, long term opportunity. Queuing at 160","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>short term pullback, long term opportunity. Queuing at 160","text":"$Apple(AAPL)$ short term pullback, long term opportunity. Queuing at 160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237441477488744","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231992358473864,"gmtCreate":1697668808993,"gmtModify":1697668811571,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LBRT\">$Liberty Oilfield Services Inc.(LBRT)$ &nbsp;</a>bullish","listText":"<a href=\"https://ttm.financial/S/LBRT\">$Liberty Oilfield Services Inc.(LBRT)$ &nbsp;</a>bullish","text":"$Liberty Oilfield Services Inc.(LBRT)$ bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231992358473864","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230045807890472,"gmtCreate":1697204096511,"gmtModify":1697204100990,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$CapLand IntCom T(C38U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230045807890472","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186719263838336,"gmtCreate":1686625040298,"gmtModify":1686625043564,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","text":"$Alibaba(09988)$","images":[{"img":"https://community-static.tradeup.com/news/1ad763ed8660d06e528c64ef1b66ad13","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186719263838336","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970721195,"gmtCreate":1685004462018,"gmtModify":1685004470053,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>TP 150 at least&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>TP 150 at least&nbsp;","text":"$Alphabet(GOOGL)$ TP 150 at least","images":[{"img":"https://community-static.tradeup.com/news/515863e2ef41ebc4ff8275e5b6b62feb","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970721195","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970721912,"gmtCreate":1685004219836,"gmtModify":1685004415540,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>SOTP&nbsp;undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap.&nbsp; Company has good moat, divestiture rewards current shareholders&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>SOTP&nbsp;undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap.&nbsp; Company has good moat, divestiture rewards current shareholders&nbsp;","text":"$Alibaba(09988)$ SOTP undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap. Company has good moat, divestiture rewards current shareholders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970721912","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940110170,"gmtCreate":1677745078490,"gmtModify":1677745081301,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Most undervalued among the 3 banks. Picking up more shares&nbsp;","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Most undervalued among the 3 banks. Picking up more shares&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ Most undervalued among the 3 banks. Picking up more shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940110170","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940110927,"gmtCreate":1677745038169,"gmtModify":1677745040878,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> picking up more shares&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> picking up more shares&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ picking up more shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940110927","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955315671,"gmtCreate":1675209430693,"gmtModify":1676538983479,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XHB\">$SPDR S&amp;P Homebuilders ETF(XHB)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/XHB\">$SPDR S&amp;P Homebuilders ETF(XHB)$ &nbsp;</a>","text":"$SPDR S&P Homebuilders ETF(XHB)$","images":[{"img":"https://community-static.tradeup.com/news/86d785489a4d9f42b48b27e0e02eecad","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955315671","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913804049,"gmtCreate":1663947128882,"gmtModify":1676537369084,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"0\"></v-v>","text":"$SPDR S&P 500 ETF Trust(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913804049","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073387985,"gmtCreate":1657286225047,"gmtModify":1676535985027,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","listText":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","text":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073387985","repostId":"1108021091","repostType":4,"repost":{"id":"1108021091","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657283432,"share":"https://ttm.financial/m/news/1108021091?lang=&edition=fundamental","pubTime":"2022-07-08 20:30","market":"us","language":"en","title":"Payrolls Increased 372,000 in June, More Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1108021091","media":"Tiger Newspress","summary":"Job growth accelerated at a much faster pace than expected in June, indicating that the main pillar ","content":"<html><head></head><body><p>Job growth accelerated at a much faster pace than expected in June, indicating that the main pillar of the U.S. economy remains strong despite pockets of weakness.</p><p>Nonfarm payrolls increased 372,000 in the month, better than the 250,000 Dow Jones estimate and continuing what has been a strong year for job growth, according to data Friday from the Bureau of Labor Statistics.</p><p>The unemployment rate was 3.6%, unchanged from May and in line with estimates. An alternative measure of unemployment that includes discouraged workers and those holding part-time jobs for economic reasons fell sharply, dropping to 6.7% from 7.1%.</p><p>June’s gains marked a slight deceleration from the downwardly revised 384,000 in May. April’s count was revised down to 368,000.</p><p>Average hourly earnings increased 0.3% for the month and were up 5.1% from a year ago, the latter number slightly higher than the 5% Dow Jones estimate and indicative that wage pressures remain strong as inflation accelerates.</p><p>By sector, education and health services led job creation, with 96,000 hires, while professional and business services added 74,000 positions. Other contributors included leisure and hospitality (67,000), Health care (57,000), and transportation and warehousing (36,000).</p><p>Stock futures fell slightly on Friday as investors believe a stronger-than-expected jobs report will likely keep the Federal Reserve on track for its aggressive rate hikes.</p><p>Dow e-minis were down 70 points, or 0.22%, S&amp;P 500 e-minis were down 20.25 points, or 0.52%, and Nasdaq 100 e-minis were down 117.5 points, or 0.97%.</p><p><img src=\"https://static.tigerbbs.com/195c907df276a9b073fcba623df0f362\" tg-width=\"483\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Payrolls Increased 372,000 in June, More Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayrolls Increased 372,000 in June, More Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Job growth accelerated at a much faster pace than expected in June, indicating that the main pillar of the U.S. economy remains strong despite pockets of weakness.</p><p>Nonfarm payrolls increased 372,000 in the month, better than the 250,000 Dow Jones estimate and continuing what has been a strong year for job growth, according to data Friday from the Bureau of Labor Statistics.</p><p>The unemployment rate was 3.6%, unchanged from May and in line with estimates. An alternative measure of unemployment that includes discouraged workers and those holding part-time jobs for economic reasons fell sharply, dropping to 6.7% from 7.1%.</p><p>June’s gains marked a slight deceleration from the downwardly revised 384,000 in May. April’s count was revised down to 368,000.</p><p>Average hourly earnings increased 0.3% for the month and were up 5.1% from a year ago, the latter number slightly higher than the 5% Dow Jones estimate and indicative that wage pressures remain strong as inflation accelerates.</p><p>By sector, education and health services led job creation, with 96,000 hires, while professional and business services added 74,000 positions. Other contributors included leisure and hospitality (67,000), Health care (57,000), and transportation and warehousing (36,000).</p><p>Stock futures fell slightly on Friday as investors believe a stronger-than-expected jobs report will likely keep the Federal Reserve on track for its aggressive rate hikes.</p><p>Dow e-minis were down 70 points, or 0.22%, S&amp;P 500 e-minis were down 20.25 points, or 0.52%, and Nasdaq 100 e-minis were down 117.5 points, or 0.97%.</p><p><img src=\"https://static.tigerbbs.com/195c907df276a9b073fcba623df0f362\" tg-width=\"483\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108021091","content_text":"Job growth accelerated at a much faster pace than expected in June, indicating that the main pillar of the U.S. economy remains strong despite pockets of weakness.Nonfarm payrolls increased 372,000 in the month, better than the 250,000 Dow Jones estimate and continuing what has been a strong year for job growth, according to data Friday from the Bureau of Labor Statistics.The unemployment rate was 3.6%, unchanged from May and in line with estimates. An alternative measure of unemployment that includes discouraged workers and those holding part-time jobs for economic reasons fell sharply, dropping to 6.7% from 7.1%.June’s gains marked a slight deceleration from the downwardly revised 384,000 in May. April’s count was revised down to 368,000.Average hourly earnings increased 0.3% for the month and were up 5.1% from a year ago, the latter number slightly higher than the 5% Dow Jones estimate and indicative that wage pressures remain strong as inflation accelerates.By sector, education and health services led job creation, with 96,000 hires, while professional and business services added 74,000 positions. Other contributors included leisure and hospitality (67,000), Health care (57,000), and transportation and warehousing (36,000).Stock futures fell slightly on Friday as investors believe a stronger-than-expected jobs report will likely keep the Federal Reserve on track for its aggressive rate hikes.Dow e-minis were down 70 points, or 0.22%, S&P 500 e-minis were down 20.25 points, or 0.52%, and Nasdaq 100 e-minis were down 117.5 points, or 0.97%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021101375,"gmtCreate":1653009629097,"gmtModify":1676535207171,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>Great CF yields + good dividend yield what more to ask?","listText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>Great CF yields + good dividend yield what more to ask?","text":"$Exxon Mobil(XOM)$Great CF yields + good dividend yield what more to ask?","images":[{"img":"https://community-static.tradeup.com/news/188d98a078002c3d152f7912627396bc","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021101375","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9021345632,"gmtCreate":1653008506526,"gmtModify":1676535206642,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>.","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>.","text":"$Grab Holdings(GRAB)$.","images":[{"img":"https://community-static.tradeup.com/news/26bce5bb6c194a31c46bdfb4053921c9","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021345632","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9021349650,"gmtCreate":1653008076570,"gmtModify":1676535206508,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021349650","repostId":"2236036542","repostType":2,"repost":{"id":"2236036542","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653004320,"share":"https://ttm.financial/m/news/2236036542?lang=&edition=fundamental","pubTime":"2022-05-20 07:52","market":"us","language":"en","title":"Applied Materials Reports Weak Earnings, The Stock Is Dropping","url":"https://stock-news.laohu8.com/highlight/detail?id=2236036542","media":"Dow Jones","summary":"Applied Materials forecast less revenue than expected for the July quarter and reported earnings bel","content":"<html><head></head><body><p>Applied Materials forecast less revenue than expected for the July quarter and reported earnings below expectations, citing ongoing supply-chain issues.</p><p>AMAT shares slipped 1.75% in after-hours trading. The company&#39;s key customers include Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>.</p><p><img src=\"https://static.tigerbbs.com/da9ce9def55019d1208d75ae2b6d544e\" tg-width=\"829\" tg-height=\"834\" width=\"100%\" height=\"auto\"/>The chip equipment maker reported adjusted earnings of $1.85 a share for the April quarter, compared with the consensus estimate of $1.90 among Wall Street analysts tracked by FactSet. Revenue came in at $6.25 billion, which was slightly below analysts&#39; expectations of $6.349 billion.</p><p>Management&#39;s financial outlook was also downbeat. Applied Materials forecast a range of potential revenue for the current quarter with a midpoint of $6.25 billion, compared with the consensus view of $6.682 billion.</p><p>Wall Street analysts are generally positive on Applied Materials stock. About 85% have ratings of Buy or the equivalent, while 15% have Hold ratings on the shares, according to FactSet.</p><p>The company&#39;s shares have declined by 30% this year, compared with the 27% drop for the iShares Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Materials Reports Weak Earnings, The Stock Is Dropping</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\">\nApplied Materials Reports Weak Earnings, The Stock Is Dropping\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-20 07:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Applied Materials forecast less revenue than expected for the July quarter and reported earnings below expectations, citing ongoing supply-chain issues.</p><p>AMAT shares slipped 1.75% in after-hours trading. The company&#39;s key customers include Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>.</p><p><img src=\"https://static.tigerbbs.com/da9ce9def55019d1208d75ae2b6d544e\" tg-width=\"829\" tg-height=\"834\" width=\"100%\" height=\"auto\"/>The chip equipment maker reported adjusted earnings of $1.85 a share for the April quarter, compared with the consensus estimate of $1.90 among Wall Street analysts tracked by FactSet. Revenue came in at $6.25 billion, which was slightly below analysts&#39; expectations of $6.349 billion.</p><p>Management&#39;s financial outlook was also downbeat. Applied Materials forecast a range of potential revenue for the current quarter with a midpoint of $6.25 billion, compared with the consensus view of $6.682 billion.</p><p>Wall Street analysts are generally positive on Applied Materials stock. About 85% have ratings of Buy or the equivalent, while 15% have Hold ratings on the shares, according to FactSet.</p><p>The company&#39;s shares have declined by 30% this year, compared with the 27% drop for the iShares Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","ARKG":"ARK Genomic Revolution ETF","AMAT":"应用材料"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236036542","content_text":"Applied Materials forecast less revenue than expected for the July quarter and reported earnings below expectations, citing ongoing supply-chain issues.AMAT shares slipped 1.75% in after-hours trading. The company's key customers include Intel $(INTC)$ and Taiwan Semiconductor Manufacturing $(TSM)$.The chip equipment maker reported adjusted earnings of $1.85 a share for the April quarter, compared with the consensus estimate of $1.90 among Wall Street analysts tracked by FactSet. Revenue came in at $6.25 billion, which was slightly below analysts' expectations of $6.349 billion.Management's financial outlook was also downbeat. Applied Materials forecast a range of potential revenue for the current quarter with a midpoint of $6.25 billion, compared with the consensus view of $6.682 billion.Wall Street analysts are generally positive on Applied Materials stock. About 85% have ratings of Buy or the equivalent, while 15% have Hold ratings on the shares, according to FactSet.The company's shares have declined by 30% this year, compared with the 27% drop for the iShares Semiconductor ETF $(SOXX)$, which tracks the performance of the ICE Semiconductor Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023058134,"gmtCreate":1652839249928,"gmtModify":1676535172805,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>TP 70 with 40% weighted bear case scenario.","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>TP 70 with 40% weighted bear case scenario.","text":"$Upstart Holdings, Inc.(UPST)$TP 70 with 40% weighted bear case scenario.","images":[{"img":"https://community-static.tradeup.com/news/c570841570df029cf7af1bc40ce1e631","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9023058134","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029521661,"gmtCreate":1652800492453,"gmtModify":1676535164440,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578464057789843","idStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","text":"$Upstart Holdings, Inc.(UPST)$up","images":[{"img":"https://community-static.tradeup.com/news/cefc6a18b2fcdce4f11cb6adbe48cb31","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029521661","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":321395971182600,"gmtCreate":1719496045136,"gmtModify":1719546063786,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INDA\">$iShares MSCI India ETF(INDA)$ </a>&nbsp; High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population&nbsp; Inflation kept in check&nbsp;","listText":"<a href=\"https://ttm.financial/S/INDA\">$iShares MSCI India ETF(INDA)$ </a>&nbsp; High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population&nbsp; Inflation kept in check&nbsp;","text":"$iShares MSCI India ETF(INDA)$ High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population Inflation kept in check","images":[{"img":"https://community-static.tradeup.com/news/fdd815a9af167e73dadeb1d7d2e49295","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321395971182600","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186719263838336,"gmtCreate":1686625040298,"gmtModify":1686625043564,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","text":"$Alibaba(09988)$","images":[{"img":"https://community-static.tradeup.com/news/1ad763ed8660d06e528c64ef1b66ad13","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186719263838336","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970721912,"gmtCreate":1685004219836,"gmtModify":1685004415540,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>SOTP&nbsp;undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap.&nbsp; Company has good moat, divestiture rewards current shareholders&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>SOTP&nbsp;undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap.&nbsp; Company has good moat, divestiture rewards current shareholders&nbsp;","text":"$Alibaba(09988)$ SOTP undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap. Company has good moat, divestiture rewards current shareholders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970721912","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073387985,"gmtCreate":1657286225047,"gmtModify":1676535985027,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","listText":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","text":"better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073387985","repostId":"1108021091","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023058134,"gmtCreate":1652839249928,"gmtModify":1676535172805,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>TP 70 with 40% weighted bear case scenario.","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>TP 70 with 40% weighted bear case scenario.","text":"$Upstart Holdings, Inc.(UPST)$TP 70 with 40% weighted bear case scenario.","images":[{"img":"https://community-static.tradeup.com/news/c570841570df029cf7af1bc40ce1e631","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9023058134","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092280860,"gmtCreate":1644632890692,"gmtModify":1676533949041,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year","listText":"that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year","text":"that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092280860","repostId":"1106670391","repostType":2,"repost":{"id":"1106670391","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1644624282,"share":"https://ttm.financial/m/news/1106670391?lang=&edition=fundamental","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks</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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLR":"大陆能源","MSFT":"微软","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. 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invest in china","listText":"If time could rewind I will not invest in china","text":"If time could rewind I will not invest in china","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249921265922336","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237441477488744,"gmtCreate":1699004663368,"gmtModify":1699004666051,"author":{"id":"3578464057789843","authorId":"3578464057789843","name":"SamuChong","avatar":"https://community-static.tradeup.com/news/4a5b7501550525d66c96717be882aa66","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578464057789843","authorIdStr":"3578464057789843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>short term pullback, long term opportunity. 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