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2022-11-30

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11:56","market":"us","language":"en","title":"3 Bear Market Tech Stocks Most Likely to Make a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2303465653","media":"Motley Fool","summary":"Meta, Amazon, and DocuSign stock are begging to be bought now, before they rocket higher.","content":"<html><head></head><body><p>Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.</p><p>However, investors need to remember that it&#39;s rare for the U.S. stock market to decline in back-to-back years. What&#39;s more, almost everyone expects a rebound to happen sooner or later -- it&#39;s just a matter of when.</p><p>So when that inevitable rally does occur, which tech sector names will lead the way higher? Three Motley Fool contributors have singled out <b>DocuSign</b>, <b>Amazon</b>, and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> as prime candidates for comebacks.</p><h2><b>A pandemic darling poised to bounce back after a challenging 2022</b></h2><p><b>Jake Lerch (DocuSign):</b> DocuSign really took it on the chin in 2022. Its shares lost 64% of their value last year as the company faced numerous challenges.</p><p>As the Federal Reserve hiked interest rates, growth stocks lost much of their appeal, and DocuSign plummeted. A run of disappointing quarterly results led to the ouster of CEO Dan Springer in June. Since then, the company&#39;s share price has stabilized, but it remains 81% below its all-time high. So, why should investors think DocuSign can get its mojo back?</p><p>Well, for starters, the company&#39;s product is everywhere. Millions of people became quite familiar with DocuSign during the pandemic as in-person activities were reduced to a bare minimum. However, even now that social distancing is largely over, DocuSign remains a go-to solution for signing paperwork.</p><p>As a personal example, I&#39;ve signed mortgage, auto, and insurance paperwork in the last two months -- each time using DocuSign. But you don&#39;t have to take my anecdotal word for it. Just look at the company&#39;s financials.</p><p>Its trailing 12-month revenue is $2.4 billion, up a respectable 18% year over year. True, the company is no longer growing at the astronomical 50%-plus rate it experienced in the heart of the pandemic -- but those growth rates were never going to be sustainable in the long run.</p><p>And while those sky-high growth rates are now in the past, so too are the company&#39;s inflated valuation metrics. DocuSign&#39;s forward price-to-earnings multiple is now a reasonable 30, down from the frothy 150 multiple it was trading at in the summer of 2021.</p><p><img src=\"https://static.tigerbbs.com/f418db2e58b9b2a9d46540e5b1799532\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Meanwhile, its price-to-sales ratio is a reasonable 4.8, roughly on par with <b>Alphabet</b> (4.1) or <b>Apple</b> (5.4). Contrast that to 2020 when DocuSign was trading at a price-to-sales ratio north of 30.</p><p>What&#39;s more, the company&#39;s future looks bright. While analysts are trimming their earnings estimates for many tech companies, they are raising them for DocuSign. Wall Street now expects it to earn $1.92 per share in its fiscal 2023, up from a consensus forecast of $1.65 per share a month ago. And if its earnings can stage a comeback, I think DocuSign&#39;s stock price can too.</p><h2>AWS will likely drive the recovery for Amazon</h2><p><b>Will Healy</b> <b>(Amazon): </b>Amazon has lost approximately half of its value since peaking in 2021, a drop that understandably makes many shareholders uneasy.</p><p>Yet this is far from the worst drop the tech company has ever suffered. In 1999, after peaking at a split-adjusted $5.65 per share, it began a steep decline thanks to the dot-com bust, reaching a low of $0.28 per share. That amounted to a 95% drop in less than two years.</p><p>And even though it did not surpass that $5.65 per share peak until 2009, Amazon would ultimately prove itself to be a comeback stock and become one of the most valuable companies in the world. It reached a high above $188 per share in 2021 before falling to about $95 per share at the time of this writing.</p><p>Secondly, Amazon Web Services (AWS), its cloud computing arm, has prospered even amid the bear market and stock declines.</p><p>It&#39;s true that e-commerce remains the source of much of its revenue and keeps Amazon at the forefront of the public&#39;s consciousness. However, e-commerce has recently become its loss leader amid negative operating margins. And even when Amazon&#39;s marketplace was prospering during the most intense phases of the pandemic, the e-commerce segments only posted single-digit percentage operating margins. In contrast, AWS has achieved an operating margin of 30% over the last 12 months.</p><p>Moreover, AWS netted about $17.6 billion in operating income in the first nine months of 2022, 33% more than in the same period in 2021. Overall, Amazon&#39;s operating income was $9.5 billion in the first three quarters of 2022 -- so AWS&#39;s operating income carried the company.</p><p><img src=\"https://static.tigerbbs.com/4b0a9dce996b46e43ad06286e72a0e97\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Synergy Research Group.</p><p>Grand View Research forecasts that the cloud will become a $1.55 trillion industry by 2030, implying a compound annual growth rate of 16%. Since AWS holds a market-leading 34% share of the cloud infrastructure market, that expected growth makes Amazon stock a buy, with or without e-commerce.</p><h2>The worst could be over for this social media giant</h2><p><b>Justin Pope (Meta Platforms):</b> Meta Platforms had a year to forget in 2022. Hindered by the user-privacy improvements Apple made to iOS as well as many businesses&#39; shrinking advertising budgets, the social media giant&#39;s stock lost a huge chunk of its value. Though it has recovered from the low point it touched last year, the stock remains roughly 65% below its high.</p><p>Well, Meta&#39;s major apps -- Facebook, Instagram, and WhatsApp -- are still attracting eyeballs. The apps had a combined 2.93 billion daily active users as of the end of the third quarter, and roughly 3.71 billion people use them monthly. The more people you can put advertising in front of, the more money you can make. And Meta&#39;s user base isn&#39;t declining despite its staggering market penetration. In the third quarter, its user counts grew 4% over the prior year.</p><p>Also, Meta&#39;s advertising problems aren&#39;t unique to it. They are commonly shared among companies that sell ad space, as many brands are tightening their belts in fear of a recession. After all, there isn&#39;t much point in marketing your product if people aren&#39;t spending money in the first place. For example, Alphabet&#39;s YouTube recently logged its first revenue decline since the company began breaking out its numbers. In the advertising space, the tide of spending has gone out, and that has left everyone marooned. When that condition eventually reverses, Meta&#39;s business should pick up.</p><p>Lastly, the stock is an absolute bargain. It sports a free-cash-flow yield of 7.3%, and remember that Meta is spending heavily on its Reality Labs metaverse unit, which reduces free cash flow. Despite this, Meta&#39;s stock is still offering investors considerable cash profits for their money.</p><p><img src=\"https://static.tigerbbs.com/a3a6dd7f41ddf3f389f78539c159c5c3\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>There is a lot of negativity around Meta Platforms, but the core business of advertising to an enormous user base remains intact. Even if the company&#39;s metaverse efforts ultimately come up short of leadership&#39;s grand expectations, the stock could still perform well because Meta&#39;s true golden goose is still laying eggs. Unless that changes, it&#39;s hard to imagine this stock won&#39;t eventually tell its own comeback story.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bear Market Tech Stocks Most Likely to Make a Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bear Market Tech Stocks Most Likely to Make a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.However, investors need to remember ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","META":"Meta Platforms, Inc.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/01/15/3-tech-stocks-most-likely-to-make-a-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303465653","content_text":"Last year was a stinker for the stock market, and tech stocks were some of the worst performers. Numerous stocks within the sector finished 2022 down more than 50%.However, investors need to remember that it's rare for the U.S. stock market to decline in back-to-back years. What's more, almost everyone expects a rebound to happen sooner or later -- it's just a matter of when.So when that inevitable rally does occur, which tech sector names will lead the way higher? Three Motley Fool contributors have singled out DocuSign, Amazon, and Meta Platforms as prime candidates for comebacks.A pandemic darling poised to bounce back after a challenging 2022Jake Lerch (DocuSign): DocuSign really took it on the chin in 2022. Its shares lost 64% of their value last year as the company faced numerous challenges.As the Federal Reserve hiked interest rates, growth stocks lost much of their appeal, and DocuSign plummeted. A run of disappointing quarterly results led to the ouster of CEO Dan Springer in June. Since then, the company's share price has stabilized, but it remains 81% below its all-time high. So, why should investors think DocuSign can get its mojo back?Well, for starters, the company's product is everywhere. Millions of people became quite familiar with DocuSign during the pandemic as in-person activities were reduced to a bare minimum. However, even now that social distancing is largely over, DocuSign remains a go-to solution for signing paperwork.As a personal example, I've signed mortgage, auto, and insurance paperwork in the last two months -- each time using DocuSign. But you don't have to take my anecdotal word for it. Just look at the company's financials.Its trailing 12-month revenue is $2.4 billion, up a respectable 18% year over year. True, the company is no longer growing at the astronomical 50%-plus rate it experienced in the heart of the pandemic -- but those growth rates were never going to be sustainable in the long run.And while those sky-high growth rates are now in the past, so too are the company's inflated valuation metrics. DocuSign's forward price-to-earnings multiple is now a reasonable 30, down from the frothy 150 multiple it was trading at in the summer of 2021.Data by YCharts.Meanwhile, its price-to-sales ratio is a reasonable 4.8, roughly on par with Alphabet (4.1) or Apple (5.4). Contrast that to 2020 when DocuSign was trading at a price-to-sales ratio north of 30.What's more, the company's future looks bright. While analysts are trimming their earnings estimates for many tech companies, they are raising them for DocuSign. Wall Street now expects it to earn $1.92 per share in its fiscal 2023, up from a consensus forecast of $1.65 per share a month ago. And if its earnings can stage a comeback, I think DocuSign's stock price can too.AWS will likely drive the recovery for AmazonWill Healy (Amazon): Amazon has lost approximately half of its value since peaking in 2021, a drop that understandably makes many shareholders uneasy.Yet this is far from the worst drop the tech company has ever suffered. In 1999, after peaking at a split-adjusted $5.65 per share, it began a steep decline thanks to the dot-com bust, reaching a low of $0.28 per share. That amounted to a 95% drop in less than two years.And even though it did not surpass that $5.65 per share peak until 2009, Amazon would ultimately prove itself to be a comeback stock and become one of the most valuable companies in the world. It reached a high above $188 per share in 2021 before falling to about $95 per share at the time of this writing.Secondly, Amazon Web Services (AWS), its cloud computing arm, has prospered even amid the bear market and stock declines.It's true that e-commerce remains the source of much of its revenue and keeps Amazon at the forefront of the public's consciousness. However, e-commerce has recently become its loss leader amid negative operating margins. And even when Amazon's marketplace was prospering during the most intense phases of the pandemic, the e-commerce segments only posted single-digit percentage operating margins. In contrast, AWS has achieved an operating margin of 30% over the last 12 months.Moreover, AWS netted about $17.6 billion in operating income in the first nine months of 2022, 33% more than in the same period in 2021. Overall, Amazon's operating income was $9.5 billion in the first three quarters of 2022 -- so AWS's operating income carried the company.Image source: Synergy Research Group.Grand View Research forecasts that the cloud will become a $1.55 trillion industry by 2030, implying a compound annual growth rate of 16%. Since AWS holds a market-leading 34% share of the cloud infrastructure market, that expected growth makes Amazon stock a buy, with or without e-commerce.The worst could be over for this social media giantJustin Pope (Meta Platforms): Meta Platforms had a year to forget in 2022. Hindered by the user-privacy improvements Apple made to iOS as well as many businesses' shrinking advertising budgets, the social media giant's stock lost a huge chunk of its value. Though it has recovered from the low point it touched last year, the stock remains roughly 65% below its high.Well, Meta's major apps -- Facebook, Instagram, and WhatsApp -- are still attracting eyeballs. The apps had a combined 2.93 billion daily active users as of the end of the third quarter, and roughly 3.71 billion people use them monthly. The more people you can put advertising in front of, the more money you can make. And Meta's user base isn't declining despite its staggering market penetration. In the third quarter, its user counts grew 4% over the prior year.Also, Meta's advertising problems aren't unique to it. They are commonly shared among companies that sell ad space, as many brands are tightening their belts in fear of a recession. After all, there isn't much point in marketing your product if people aren't spending money in the first place. For example, Alphabet's YouTube recently logged its first revenue decline since the company began breaking out its numbers. In the advertising space, the tide of spending has gone out, and that has left everyone marooned. When that condition eventually reverses, Meta's business should pick up.Lastly, the stock is an absolute bargain. It sports a free-cash-flow yield of 7.3%, and remember that Meta is spending heavily on its Reality Labs metaverse unit, which reduces free cash flow. Despite this, Meta's stock is still offering investors considerable cash profits for their money.Data by YCharts.There is a lot of negativity around Meta Platforms, but the core business of advertising to an enormous user base remains intact. Even if the company's metaverse efforts ultimately come up short of leadership's grand expectations, the stock could still perform well because Meta's true golden goose is still laying eggs. Unless that changes, it's hard to imagine this stock won't eventually tell its own comeback story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958282717,"gmtCreate":1673749321440,"gmtModify":1676538881101,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958282717","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\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\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958043041,"gmtCreate":1673595316483,"gmtModify":1676538861864,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958043041","repostId":"1158526314","repostType":4,"repost":{"id":"1158526314","kind":"news","pubTimestamp":1673581876,"share":"https://ttm.financial/m/news/1158526314?lang=&edition=fundamental","pubTime":"2023-01-13 11:51","market":"us","language":"en","title":"Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1158526314","media":"Bloomberg","summary":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who sta","content":"<html><head></head><body><p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.</p><p>Doug Coyle’s son told him to sell the shares.</p><p>The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.</p><p>Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.</p><p>“It just all started falling down,” said Coyle, who lives in North Carolina.</p><p>Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.</p><p>In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b619f66b4aa9081c7877689f32b506\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Elon Musk</span></p><p>Now, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.</p><h2>Down to Earth</h2><p>For Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.</p><p>He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.</p><p>It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.</p><p>Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”</p><p><img src=\"https://static.tigerbbs.com/5fc6d7eb5f05df2e35c0f37dfdb48645\" tg-width=\"970\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><h2>Final Straws</h2><p>Adrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.</p><p>“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03b4dd1364d47b13a50e14cc66805a4\" tg-width=\"1000\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/><span>Karim Jovian. Source: Karim Jovian</span></p><p>For Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.</p><p>With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.</p><p>“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”</p><h2>Loyal Fans</h2><p>Of course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bfedc1018f8d5fd99cb9e2a474089f0\" tg-width=\"1000\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Dennis Coyle and his father Doug. Source: Dennis Coyle</span></p><p>He’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.</p><p>Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”</p><p>“I’m still behind it 100%,” Coyle said. “He&#39;s made me a wealthy person.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away</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\">\nElon Musk Fan With 2,900% Gain Sees $1.5 Million Wiped Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-12/should-i-sell-tesla-tsla-musk-fan-made-millions-then-lost-it-as-stock-plunged?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158526314","content_text":"Tesla’s brutal performance in the stock market has hammered the fortunes of retail investors who stayed loyal to the once high-flying company.Doug Coyle’s son told him to sell the shares.The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. Over the next decade he put about $100,000 into the stock, and his investment value ballooned to about $3 million at the peak in November 2021.Then came the plunge, as the pandemic-era tech bubble began to unwind. Coyle’s son, who got into trading during the 2020 retail frenzy, implored him to sell. But he held on, believing in Tesla’s long term potential. He’s now lost about $1.5 million in paper gains.“It just all started falling down,” said Coyle, who lives in North Carolina.Tesla investors who stayed loyal to Musk over the years are facing a brutal collapse. After a decade of gains that catapulted the company’s market value to more than $1 trillion and made Musk theworld’s richest man, the stock dropped 65% last year, with rising interest rates slamming the tech sector and ending a bull run for stocks.In some ways, Tesla was the original meme stock. Back when GameStop Corp. was just a failing video game outlet, an ecosystem of YouTube channels, podcasts and Reddit threads from amateur analysts fostered a devoted community of Musk followers who made a fortune betting on the company’s clean-energy mission and visionary chief executive.Elon MuskNow, those high-flying days appear to be over. Musk’s controversial Twitter acquisition has rattled investor confidence. He’s sold billions worth of Tesla stock to fund the purchase, and is spending more time running the social media site and tweeting controversial takes on everything from politics and birth rates to the war in Ukraine. Tesla’s share price has slipped 37% since Dec. 1 and the stock is now trading around $123, down from more than $400 at the top.Down to EarthFor Musk fans, it’s hard to believe the difference a year makes. Michael Williams, a 49-year-old trader in Utah, first started buying the company’s shares in 2018 and used complicated options strategies to make supersized bets.He admits he got lucky. Using calls, he turned about $3,000 in his Robinhood account into “several hundred thousand.” Then he took it a step further, piling about 90% of his 401(k) into Tesla. Soon $40,000 became $800,000.It didn’t last. In the middle of 2021, Williams made a couple of bad trades, first losing $600,000 and then $200,000. Now, the value of his 401(k) is down to about $300,000. And that Robinhood account? It has about $50 in it.Williams, who works in telecommunications, has sold about half his shares in Tesla, but now plans to slowly build his stake again. He still believes in Musk, though he says the billionaire is prone to “doing dumb things.”Final StrawsAdrian Mora in Denver bought his first Tesla shares in July 2022 after hearing hype around the electric Semi trucks the company started delivering late last year. The 42-year-old, who works for the Department of Veteran Affairs, had recently sold his house and decided to put the money — about $210,000 — into Tesla. His shares have since dropped about 70% in value, and he’s considering selling what’s left.“This is my whole life savings,” he said. “I come from a Hispanic family, and you always hear that my people never get ahead because we never invest. But now I see there’s a good reason my people never invest — you can lose all your money.”Karim Jovian. Source: Karim JovianFor Karim Jovian in New York, this year will be crucial in determining whether Tesla can mount a turnaround. The 29-year-old content creator started investing in the car company in 2020 after hearing other social media stars talking up Tesla and its potential. He jumped in after the stock plunged at the start of the pandemic.With about 80% of his net worth in the stock now, he’s worried about all the drama surrounding Musk and how that will affect the share price.“He talks too much, it’s like, ‘Please shut up,’” Jovian said about the CEO. “I’m definitely considering selling.”Loyal FansOf course, there are some success stories from Tesla traders who got out at the right time. Doug Coyle’s son Dennis bought $20,000 worth of the company’s stock following the March 2020 crash, a sum that ballooned to $60,000 by July 2021. So the 36-year-old living in New Jersey decided to take that out and use it for a down payment on a $380,000 home in southern New Jersey that he calls his “Tesla house.”Dennis Coyle and his father Doug. Source: Dennis CoyleHe’s been slowly building back his position since then, and plans to put another $20,000 in when the share price drops to $85 or $80.Like father, like son. His dad Doug has faith in Tesla as a company and takes heart in predictions from Ark Investment Management’s Cathie Wood, a longtime believer in the stock whose firm recently said the price will rise to at least $500 by 2026.  However, he does wish that Musk “would keep his mouth shut.”“I’m still behind it 100%,” Coyle said. “He's made me a wealthy person.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951245059,"gmtCreate":1673501569071,"gmtModify":1676538847107,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951245059","repostId":"2302029346","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951949071,"gmtCreate":1673391081193,"gmtModify":1676538828306,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951949071","repostId":"2302011823","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953786554,"gmtCreate":1673330880379,"gmtModify":1676538819227,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953786554","repostId":"2302706729","repostType":4,"repost":{"id":"2302706729","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673317464,"share":"https://ttm.financial/m/news/2302706729?lang=&edition=fundamental","pubTime":"2023-01-10 10:24","market":"us","language":"en","title":"Tesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2302706729","media":"Dow Jones","summary":"It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of ","content":"<html><head></head><body><p>It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.</p><p>Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.</p><p>(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).</p><p>Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&amp;P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.</p><p>It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.</p><p>Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.</p><p>Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.</p><p>Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”</p><p>There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.</p><p>22V Research senior managing director and head of technical stock trading strategy, John Roque, told <i>Barron’s</i> it could be an oversold bounce.</p><p>Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.</p><p>“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.</p><p>Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.</p><p>“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.</p><p>There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.</p><p>Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&amp;P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.</p><p><i>Barron’s</i> now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.</p><p>Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.</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>Tesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-01-10 10:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.</p><p>Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.</p><p>(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).</p><p>Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&amp;P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.</p><p>It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.</p><p>Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.</p><p>Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.</p><p>Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”</p><p>There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.</p><p>22V Research senior managing director and head of technical stock trading strategy, John Roque, told <i>Barron’s</i> it could be an oversold bounce.</p><p>Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.</p><p>“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.</p><p>Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.</p><p>“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.</p><p>There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.</p><p>Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&amp;P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.</p><p><i>Barron’s</i> now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.</p><p>Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302706729","content_text":"It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.22V Research senior managing director and head of technical stock trading strategy, John Roque, told Barron’s it could be an oversold bounce.Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.Barron’s now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953306515,"gmtCreate":1673146561738,"gmtModify":1676538792333,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953306515","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</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>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\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\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","UNH":"联合健康","BAC":"美国银行","DAL":"达美航空",".SPX":"S&P 500 Index",".DJI":"道琼斯","JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959717091,"gmtCreate":1673068134314,"gmtModify":1676538783417,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959717091","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959602842,"gmtCreate":1672965347386,"gmtModify":1676538763773,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959602842","repostId":"2301916295","repostType":4,"repost":{"id":"2301916295","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672957833,"share":"https://ttm.financial/m/news/2301916295?lang=&edition=fundamental","pubTime":"2023-01-06 06:30","market":"us","language":"en","title":"US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=2301916295","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declin","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</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>US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening</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\">\nUS STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4122":"互联网与直销零售","LU0109392836.USD":"富兰克林科技股A","BK4561":"索罗斯持仓",".SPX":"S&P 500 Index","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4554":"元宇宙及AR概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4128":"药品零售","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4007":"制药","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4196":"保健护理服务","BK4535":"淡马锡持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4082":"医疗保健设备",".DJI":"道琼斯","BK4559":"巴菲特持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4579":"人工智能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301916295","content_text":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.Thursday's ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.\"It's very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,\" said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.\"As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,\" said that strategist who expects investors to be keenly focused on wage inflation in Friday's jobs report.The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.While Saglimbene noted that Bullard's comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.Among the S&P's 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday's sector losses with a 2.9% drop, with utilities came next, falling 2.2%.The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.On Wednesday, Wall Street's main indexes had erased some of their gains after minutes from the Fed's December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank's priority was to curb inflation through policy tightening.Traders see rates peaking at slightly above 5% in June.The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.Walgreens Boots Alliance Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.Shares in Bed Bath & Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959333963,"gmtCreate":1672895164952,"gmtModify":1676538755087,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959333963","repostId":"1126441922","repostType":4,"repost":{"id":"1126441922","kind":"news","pubTimestamp":1672891160,"share":"https://ttm.financial/m/news/1126441922?lang=&edition=fundamental","pubTime":"2023-01-05 11:59","market":"us","language":"en","title":"CES Gadget Gala Looks to Shake off Economic Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=1126441922","media":"AFP","summary":"The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as t","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5666c45a8d5984f283928f3bba144754\" tg-width=\"1280\" tg-height=\"960\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.</p><p>High inflation, lingering supply chain troubles and tech company layoffs provide a dark backdrop for technology&#39;s premier trade show where more than 100,000 attendees are expected from around the world until Sunday.</p><p>Consumer Technology Association research director Steve Koenig reminded CES goers of previous innovations from smartphones to high-speed internet that soared to success after the &#34;last big economic downturn&#34; more than a decade ago.</p><p>&#34;This time, I think the powerful new waves of technological change that will really remedy inflation and restore global GDP growth will come from the enterprise side,&#34; Koenig said during a presentation by the CTA, which runs CES.</p><p>These will include robotics to make workplaces more efficient; on-the-job virtual reality, and automated vehicles such as tractors that tend to farmland without drivers on board, according to Koenig.</p><p>Technology, thanks to increased productivity, &#34;is a deflationary force in the global economy,&#34; underlined Gary Shapiro, president and CEO of CTA.</p><p>Spreading out from the Las Vegas convention center to ballrooms in an array of hotels on the famous Sin City strip, CES will have televisions, electric roller skates, self-piloting baby strollers and more aimed at wowing showgoers.</p><p>While major TV makers including LG, Samsung and TCL will have stunning displays, &#34;gone are the days&#34; when CES was first and foremost about TVs, laptops and gadgets, according to Forrester principal analyst Thomas Husson.</p><p>&#34;Now that technology innovation and software is embedded everywhere, expect many brands to showcase innovation around electric vehicles, robotics, and embedded artificial intelligence,&#34; Husson said.</p><p>CES has, however, increasingly become a place for showing off electric cars (EVs) that are becoming internet-linked computers on wheels, analysts insisted.</p><p>&#34;Beyond EVs, the recent US laws like the Inflation Reduction Act (IRA) will spark more interest in sustainability innovation,&#34; Husson said.</p><p>This was a reference to the US government&#39;s recently passed IRA that is expected to pour hundreds of billions of dollars into green technology and other climate friendly projects.</p><p>&#34;That&#39;s definitely the area to expect the most disruptive innovation - even though I fear too little will be announced (at CES).&#34;</p></body></html>","source":"lsy1605843958005","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>CES Gadget Gala Looks to Shake off Economic Gloom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCES Gadget Gala Looks to Shake off Economic Gloom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0><strong>AFP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.High...</p>\n\n<a href=\"https://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126441922","content_text":"The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.High inflation, lingering supply chain troubles and tech company layoffs provide a dark backdrop for technology's premier trade show where more than 100,000 attendees are expected from around the world until Sunday.Consumer Technology Association research director Steve Koenig reminded CES goers of previous innovations from smartphones to high-speed internet that soared to success after the \"last big economic downturn\" more than a decade ago.\"This time, I think the powerful new waves of technological change that will really remedy inflation and restore global GDP growth will come from the enterprise side,\" Koenig said during a presentation by the CTA, which runs CES.These will include robotics to make workplaces more efficient; on-the-job virtual reality, and automated vehicles such as tractors that tend to farmland without drivers on board, according to Koenig.Technology, thanks to increased productivity, \"is a deflationary force in the global economy,\" underlined Gary Shapiro, president and CEO of CTA.Spreading out from the Las Vegas convention center to ballrooms in an array of hotels on the famous Sin City strip, CES will have televisions, electric roller skates, self-piloting baby strollers and more aimed at wowing showgoers.While major TV makers including LG, Samsung and TCL will have stunning displays, \"gone are the days\" when CES was first and foremost about TVs, laptops and gadgets, according to Forrester principal analyst Thomas Husson.\"Now that technology innovation and software is embedded everywhere, expect many brands to showcase innovation around electric vehicles, robotics, and embedded artificial intelligence,\" Husson said.CES has, however, increasingly become a place for showing off electric cars (EVs) that are becoming internet-linked computers on wheels, analysts insisted.\"Beyond EVs, the recent US laws like the Inflation Reduction Act (IRA) will spark more interest in sustainability innovation,\" Husson said.This was a reference to the US government's recently passed IRA that is expected to pour hundreds of billions of dollars into green technology and other climate friendly projects.\"That's definitely the area to expect the most disruptive innovation - even though I fear too little will be announced (at CES).\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950829722,"gmtCreate":1672722782066,"gmtModify":1676538725849,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950829722","repostId":"2300039621","repostType":4,"repost":{"id":"2300039621","kind":"highlight","pubTimestamp":1672711103,"share":"https://ttm.financial/m/news/2300039621?lang=&edition=fundamental","pubTime":"2023-01-03 09:58","market":"us","language":"en","title":"4 Top Long-Term Stocks For 2023: 3 New Picks Join Google (Plus A Bonus Rule Breaker)","url":"https://stock-news.laohu8.com/highlight/detail?id=2300039621","media":"Seekingalpha","summary":"Summary2022 was an immensely challenging year for investors.Yet we have excellent options heading in","content":"<html><head></head><body><h3>Summary</h3><ul><li>2022 was an immensely challenging year for investors.</li><li>Yet we have excellent options heading into what promises to be another volatile year.</li><li>Below, I&#39;ll discuss my company criteria in 2023 and present some diversified ideas.</li><li>Let&#39;s take a look!</li></ul><p><img src=\"https://static.tigerbbs.com/509b552de3c3c943dc2fc57ad3be5545\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>jittawit.21/iStock via Getty Images</p><p>I wish everyone a very happy New Year as we dive into 2023. It&#39;s been a pleasure writing and interacting with you over the past year, and I can&#39;t express enough my appreciation that you have taken a bit of your valuable time to read some of my articles.</p><p>Below I will quickly recap 2022, outline my criteria for 2023 stock picks, and present of few of my favorite companies for 2023 and beyond.</p><h2>A brief look back at 2022</h2><p>2022, eh? Optimism over the waning pandemic was short-lived as war, inflation, and increasing signs of a 2023 recession hit. All three major stock market indices entered bear market territory, and the losses may not be finished.</p><p>But some companies did outperform in 2022.</p><p>Last year at this time, I called out AbbVie (ABBV), VICI (VICI), and Google-parent company Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) as the three best long-term stocks for investors in 2022.</p><p>As shown below, AbbVie and VICI crushed the market by 45% and 36%, respectively. Unfortunately, Alphabet was decimated and underperformed the S&amp;P 500 by 21%.</p><p></p><p><img src=\"https://static.tigerbbs.com/f615c2db68b3a11e524ae0c758bdc418\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>In fact, Alphabet has experienced its most precipitous decline from its high since the Great Recession.</p><p>AbbVie and VICI still have tremendous futures and remain solid income-producing stocks with upside potential, but I&#39;ve covered them heavily, so they aren&#39;t on this list.</p><h2>What to expect in 2023</h2><p>A recession will most likely come in 2023. A hawkish Federal Reserve is determined to curb inflation by tamping down demand. Unemployment will probably rise marginally, and resilient consumer spending may pull back as sentiment continues to trough.</p><p>Keeping our eyes on long-term goals is vital despite the deluge of daily headlines.</p><blockquote><i>The most important quality for an investor is temperament, not intellect.</i> - Warren Buffett.</blockquote><p>There are silver linings if we look beyond the doom and gloom.</p><p>First, stock valuations are much more palatable now than they have been since the market recovered from the pandemic crash. Those who dollar-cost average, new investors, or those with cash on the sidelines have terrific options. This graphic sums up the history of long-term returns after significant declines:</p><p><img src=\"https://static.tigerbbs.com/d9c64dcd563bef0f6a6318786969821f\" tg-width=\"536\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Compound Advisors.</p><p>The market may not have hit bottom yet. But I am a huge believer in &#34;time in the market&#34; since I know I cannot consistently and accurately time the market. Some claim they can, but reputable studies show that trying to time in and out of the market is an excellent way to underperform over the long haul.</p><p>Inflation is easing. In November, CPI, Core CPI, and PCE came in softer than expected. The Personal Consumption Expenditures price index (PCE) is a gauge that the Federal Reserve watches closely.</p><p>The US Dollar Index (DXY) is coming back to Earth. The strong dollar has hurt profits for a lot of companies, like Big Tech, for example.</p><p>Does this mean we are out of the woods? Of course not. But it is progress.</p><h2>Criteria for 2023 Top Picks</h2><blockquote><i>Know what you own, and know why you own it.&#34;</i> — Peter Lynch</blockquote><p>I used several criteria for this year&#39;s list, taking into account the current market and long-term opportunities.</p><p>They are:</p><p><b>Secular opportunity: </b>Persistent tailwinds that contribute to future profits.</p><p><b>Substantial stock buyback program or dividend yield.</b> Since the market may continue to decline, a significant buyback program will allow the company to take more shares off the table, leveraging our future gains.</p><p><b>Impressive free cash flow </b>that feeds buybacks, dividends, a strong balance sheet, research and development, and more.</p><p>Let&#39;s go ahead and get to it.</p><h2><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a></h2><p>I first put a buy rating on Builders FirstSource (BLDR) in this article in May 2021. The stock has returned 46% to the S&amp;P 500&#39;s -9% since, as shown below.</p><p><img src=\"https://static.tigerbbs.com/24c3c166efff71d435b55f555fdca121\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>This may seem contrarian as we head into a housing slowdown; however, bear with me.</p><h3><b>Secular tailwinds</b></h3><p>We may see some cyclical compression as the housing market readjusts to typical interest rates, but the long-term outlook is positive.</p><p>We have drastically underbuilt since the Great Recession, as shown in the chart below, and are short millions of homes - the only disagreement among experts seems to be how many million. It could take decades to catch up.<img src=\"https://static.tigerbbs.com/dc6b12361caeacf8ac655702cc6236e6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h3><b>Dynamic company</b></h3><p>With this in mind, Builders FirstSource has gone on a merger and acquisition (M&amp;A) spree beginning with its blockbuster merger with BMC.</p><p>The company focuses on key geographical areas such as its acquisition of Cornerstone Building Alliance which serves rapid growth areas in Arizona; National Lumber in the New England area; and Fulcrum Building Group, which serves the Gulf Coast.</p><p>Several companies which support value-added offerings and digital software solutions were added. The company believes it has a $1 billion opportunity in the digitalization of homebuilding from modeling to quoting.</p><p>Value-added offerings, like manufactured products, and windows, doors, and millwork are vital to success since they have higher margins than lumber. These account for 48% of sales, with specialty products accounting for another 20% in Q3.</p><h3><b>Cash flow feeds the massive buyback program</b></h3><p>Free cash flow has grown from $286 million in 2020 to an estimated $3.2 billion in 2022, and most of the company&#39;s debt is due in 2030 or later.</p><p>The company increased its buyback program by another $1 billion last month. There is $1.5 billion, or <i>16% of the $9.6 billion market cap</i>, remaining on the current authorization.</p><p>Since August 2021, $3.8 billion in shares have been repurchased.</p><p>The easy button is to glance at rising interest rates and dismiss Builders FirstSource, but it&#39;s essential to dig deeper. Long-term investors should give this company a closer look.</p><h2>Texas Instruments, the cash flow kings</h2><p>Semiconductors have been in the news a lot recently. The CHIPS Act of 2022 provides incentives to increase domestic manufacturing and puts the spotlight on this need.</p><p>Demand for semiconductors will continue to increase, especially in the industrial and automotive industries. Today&#39;s vehicles require more chips than ever, and electric cars use even more.</p><p>Texas Instruments (TXN) is a well-managed, diversified, profitable company that is easy to own.</p><p>The company makes 62% of its revenue from Industrial and Automotive customers, so it isn&#39;t heavily reliant on the more-cyclical Consumer Electronics market. It also has a global manufacturing footprint, including several U.S. locations and a massive customer base.</p><p>It invests heavily in manufacturing and technology to support future growth and returns the rest to shareholders. The dividend history and shrinking share count are shown below.</p><p><img src=\"https://static.tigerbbs.com/a6b7097f489e356c01311a3e003186de\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Since 2004: 12% annual growth in free cash flow per share, 25% compound annual dividend growth, and more than 46% reduction in share count - that expert cash management is tough to beat.</p><p>The dividend yields 3% currently, and the company has a price-to-earnings (P/E) valuation of 17, which is well below the ten-year average of 23.</p><p>The combination of secular demand, outstanding management, and dedication to shareholder returns make Texas Instruments an excellent pick for long-term investors.</p><h2><a href=\"https://laohu8.com/S/V\">Visa</a>: Pick and shovel play on online retail</h2><h3><b>Secular opportunity</b></h3><p>We&#39;ve all probably heard that the best way to get rich in a gold rush isn&#39;t digging; it&#39;s selling the tools to the dreamers who are. And this is the case with payment processing giant Visa (V).</p><p>Online sales are massive but only make up a small portion of total retail transactions (around 15% in the U.S., according to YCHARTS). The pandemic accelerated the trend, and there is still a long runway. In addition, many businesses are going cashless, and Visa is increasing its value-added offerings.</p><p>Visa is also investing to accelerate digital transformation in developing regions like Africa.</p><h3><b>Buybacks and dividends</b></h3><p>Visa&#39;s profit margins make investors&#39; mouths water at 64% (operating) and 51% ((net)).</p><p>$12 billion, or 3% of the current market cap, worth of shares were repurchased in fiscal 2022, and the company has $17 billion to spend from current authorizations.</p><p>The dividend yield is small at just 1%; however, the dividend is rapidly rising, so our yield on cost should increase over time, as shown below.</p><p><img src=\"https://static.tigerbbs.com/db8a784c538bf6ba90e71a3b371b5867\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock is 16% off its average P/E ratio since 2014 and trades below its cash flow ratios, as shown below.</p><p><img src=\"https://static.tigerbbs.com/2da3058aaa6ff6ca1d27fa4727b45c21\" tg-width=\"635\" tg-height=\"478\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Visa stock won&#39;t make us rich overnight, but it will likely increase our wealth significantly as a buy-and-hold investment.</p><h2>Sticking with Alphabet; here&#39;s why</h2><p>After agonizing and studying intently, Alphabet stock clears the hurdle despite challenges, and its massive stock price decline could be an excellent long-term opportunity.</p><h3><b>Google Search</b></h3><p>Google Search is the straw that stirs the drink and will be for some time. Major advertisers cannot afford not to be on page one. Newer features such as Google Lens, which enable searches and translation based on pictures, are exciting. For instance, travelers can snap a photo of a street sign or menu and have it translated from the image. Shoppers can take pictures of items or clothing, and purchasing options for similar items are shown.</p><h3><b>YouTube</b></h3><p>YouTube is a tremendous brand that the company needs to kick into high gear. Revenue for Q3 2022 declined from Q3 2021, causing some consternation, as shown below.</p><p><img src=\"https://static.tigerbbs.com/035a382dc98f74cfc4e4ac8ee2b0ff3b\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Alphabet. Chart by author.</p><p>However, context is important here. The sales increase in 2021 was gigantic, so this long-term growth trend is still intact.</p><p><b>YouTube Shorts</b> (1.5 billion monthly average users) is ramping up its competition with embattled TikTok. Alphabet has spent heavily to lure popular content creators and is introducing revenue sharing in early 2023.</p><p><b>YouTube TV </b>has 5 million subscribers, and the exclusive rights to the NFL Sunday Ticket should provide a boost. Amazon (AMZN) saw a wave of Prime subscribers from its Thursday Night Football broadcast.</p><p><b>Google Cloud</b> is a central focus, and revenue growth (39% so far in 2022) is impressive, although operating income lags. The segment is innovating, and the acquisition of cybersecurity company <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a> makes security offerings more robust.</p><h3><b>Buybacks, cash flow, and valuation</b></h3><p>As shown below, despite the challenging environment, Alphabet generates a ton of free cash flow.</p><p><img src=\"https://static.tigerbbs.com/3e7509cdc29a9c06675c23f9ad0525b5\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Alphabet. Chart by author.</p><p>Here is the lowdown on stock buybacks:</p><ul><li>$50 billion executed in 2021.</li><li>$70 billion additional authorization issued in April 2022.</li><li>$43 billion, or ~4% of the current market cap, completed through Q3 2022.</li></ul><p>The stock&#39;s valuation is historically low, as shown below.</p><p><img src=\"https://static.tigerbbs.com/2818e2af33db7908645d4737ed8a39aa\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The market is pricing in a significant decline in earnings. However, management finally appears committed to lowering costs and slowing the headcount growth, so profits may not suffer as much as advertised.</p><p>There is a tough road ahead with a challenging economy, increased advertising competition, antitrust headaches, and more. But these challenges can spur urgency, innovation, and efficiency, creating an opportunity for patient investors.</p><h2>Breaking the rules with CrowdStrike</h2><p>Cyber breaches are the most significant threats businesses, governments, and infrastructure providers face daily. CrowdStrike&#39;s (CRWD) cloud-based platform is dedicated to defending against them. I&#39;ve long been a fan of the company, but the market hasn&#39;t seen it my way lately, with the stock down 50% over the past year.</p><p>It goes without saying that the company has a fantastic market opportunity, but the rest is murky.</p><p>It is <i>many</i> years away from returning cash to shareholders through buybacks or dividends, has no GAAP profits, and its free cash flow (which is getting impressive) is propped up by stock-based compensation.</p><p>What CrowdStrike does have is ridiculous growth in customers and revenue (shown below), a 76% subscription gross margin, and fantastic customer retention rates.</p><p><img src=\"https://static.tigerbbs.com/1d5391a225c101faab3352415e20c351\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: CrowdStrike. Chart by author.</p><p>CrowdStrike&#39;s valuation has come down significantly to a more palatable 11 times sales.</p><p>CrowdStrike is a bit risky; however, it has excellent long-term potential and could rebound swiftly and steeply once investors regain their appetite for growth stocks.</p><h2>The wrap-up</h2><p>A new year is an excellent time to reaffirm our long-term investment objectives and keep them in mind when the market gets volatile. What qualities do you look for in a company you will own a piece of?</p><p>We are venturing into what will undoubtedly be an eventful economic period. Each of these companies has many attributes of successful enterprises and profitable investments, although not every stock is appropriate for each investor.</p><p>Happy New Year!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Top Long-Term Stocks For 2023: 3 New Picks Join Google (Plus A Bonus Rule Breaker)</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\">\n4 Top Long-Term Stocks For 2023: 3 New Picks Join Google (Plus A Bonus Rule Breaker)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-03 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567148-4-top-long-term-stocks-for-2023-3-new-picks><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary2022 was an immensely challenging year for investors.Yet we have excellent options heading into what promises to be another volatile year.Below, I'll discuss my company criteria in 2023 and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567148-4-top-long-term-stocks-for-2023-3-new-picks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","TXN":"德州仪器","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4567148-4-top-long-term-stocks-for-2023-3-new-picks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300039621","content_text":"Summary2022 was an immensely challenging year for investors.Yet we have excellent options heading into what promises to be another volatile year.Below, I'll discuss my company criteria in 2023 and present some diversified ideas.Let's take a look!jittawit.21/iStock via Getty ImagesI wish everyone a very happy New Year as we dive into 2023. It's been a pleasure writing and interacting with you over the past year, and I can't express enough my appreciation that you have taken a bit of your valuable time to read some of my articles.Below I will quickly recap 2022, outline my criteria for 2023 stock picks, and present of few of my favorite companies for 2023 and beyond.A brief look back at 20222022, eh? Optimism over the waning pandemic was short-lived as war, inflation, and increasing signs of a 2023 recession hit. All three major stock market indices entered bear market territory, and the losses may not be finished.But some companies did outperform in 2022.Last year at this time, I called out AbbVie (ABBV), VICI (VICI), and Google-parent company Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) as the three best long-term stocks for investors in 2022.As shown below, AbbVie and VICI crushed the market by 45% and 36%, respectively. Unfortunately, Alphabet was decimated and underperformed the S&P 500 by 21%.Data by YChartsIn fact, Alphabet has experienced its most precipitous decline from its high since the Great Recession.AbbVie and VICI still have tremendous futures and remain solid income-producing stocks with upside potential, but I've covered them heavily, so they aren't on this list.What to expect in 2023A recession will most likely come in 2023. A hawkish Federal Reserve is determined to curb inflation by tamping down demand. Unemployment will probably rise marginally, and resilient consumer spending may pull back as sentiment continues to trough.Keeping our eyes on long-term goals is vital despite the deluge of daily headlines.The most important quality for an investor is temperament, not intellect. - Warren Buffett.There are silver linings if we look beyond the doom and gloom.First, stock valuations are much more palatable now than they have been since the market recovered from the pandemic crash. Those who dollar-cost average, new investors, or those with cash on the sidelines have terrific options. This graphic sums up the history of long-term returns after significant declines:Compound Advisors.The market may not have hit bottom yet. But I am a huge believer in \"time in the market\" since I know I cannot consistently and accurately time the market. Some claim they can, but reputable studies show that trying to time in and out of the market is an excellent way to underperform over the long haul.Inflation is easing. In November, CPI, Core CPI, and PCE came in softer than expected. The Personal Consumption Expenditures price index (PCE) is a gauge that the Federal Reserve watches closely.The US Dollar Index (DXY) is coming back to Earth. The strong dollar has hurt profits for a lot of companies, like Big Tech, for example.Does this mean we are out of the woods? Of course not. But it is progress.Criteria for 2023 Top PicksKnow what you own, and know why you own it.\" — Peter LynchI used several criteria for this year's list, taking into account the current market and long-term opportunities.They are:Secular opportunity: Persistent tailwinds that contribute to future profits.Substantial stock buyback program or dividend yield. Since the market may continue to decline, a significant buyback program will allow the company to take more shares off the table, leveraging our future gains.Impressive free cash flow that feeds buybacks, dividends, a strong balance sheet, research and development, and more.Let's go ahead and get to it.Builders FirstSourceI first put a buy rating on Builders FirstSource (BLDR) in this article in May 2021. The stock has returned 46% to the S&P 500's -9% since, as shown below.Data by YChartsThis may seem contrarian as we head into a housing slowdown; however, bear with me.Secular tailwindsWe may see some cyclical compression as the housing market readjusts to typical interest rates, but the long-term outlook is positive.We have drastically underbuilt since the Great Recession, as shown in the chart below, and are short millions of homes - the only disagreement among experts seems to be how many million. It could take decades to catch up.Data by YChartsDynamic companyWith this in mind, Builders FirstSource has gone on a merger and acquisition (M&A) spree beginning with its blockbuster merger with BMC.The company focuses on key geographical areas such as its acquisition of Cornerstone Building Alliance which serves rapid growth areas in Arizona; National Lumber in the New England area; and Fulcrum Building Group, which serves the Gulf Coast.Several companies which support value-added offerings and digital software solutions were added. The company believes it has a $1 billion opportunity in the digitalization of homebuilding from modeling to quoting.Value-added offerings, like manufactured products, and windows, doors, and millwork are vital to success since they have higher margins than lumber. These account for 48% of sales, with specialty products accounting for another 20% in Q3.Cash flow feeds the massive buyback programFree cash flow has grown from $286 million in 2020 to an estimated $3.2 billion in 2022, and most of the company's debt is due in 2030 or later.The company increased its buyback program by another $1 billion last month. There is $1.5 billion, or 16% of the $9.6 billion market cap, remaining on the current authorization.Since August 2021, $3.8 billion in shares have been repurchased.The easy button is to glance at rising interest rates and dismiss Builders FirstSource, but it's essential to dig deeper. Long-term investors should give this company a closer look.Texas Instruments, the cash flow kingsSemiconductors have been in the news a lot recently. The CHIPS Act of 2022 provides incentives to increase domestic manufacturing and puts the spotlight on this need.Demand for semiconductors will continue to increase, especially in the industrial and automotive industries. Today's vehicles require more chips than ever, and electric cars use even more.Texas Instruments (TXN) is a well-managed, diversified, profitable company that is easy to own.The company makes 62% of its revenue from Industrial and Automotive customers, so it isn't heavily reliant on the more-cyclical Consumer Electronics market. It also has a global manufacturing footprint, including several U.S. locations and a massive customer base.It invests heavily in manufacturing and technology to support future growth and returns the rest to shareholders. The dividend history and shrinking share count are shown below.Data by YChartsSince 2004: 12% annual growth in free cash flow per share, 25% compound annual dividend growth, and more than 46% reduction in share count - that expert cash management is tough to beat.The dividend yields 3% currently, and the company has a price-to-earnings (P/E) valuation of 17, which is well below the ten-year average of 23.The combination of secular demand, outstanding management, and dedication to shareholder returns make Texas Instruments an excellent pick for long-term investors.Visa: Pick and shovel play on online retailSecular opportunityWe've all probably heard that the best way to get rich in a gold rush isn't digging; it's selling the tools to the dreamers who are. And this is the case with payment processing giant Visa (V).Online sales are massive but only make up a small portion of total retail transactions (around 15% in the U.S., according to YCHARTS). The pandemic accelerated the trend, and there is still a long runway. In addition, many businesses are going cashless, and Visa is increasing its value-added offerings.Visa is also investing to accelerate digital transformation in developing regions like Africa.Buybacks and dividendsVisa's profit margins make investors' mouths water at 64% (operating) and 51% ((net)).$12 billion, or 3% of the current market cap, worth of shares were repurchased in fiscal 2022, and the company has $17 billion to spend from current authorizations.The dividend yield is small at just 1%; however, the dividend is rapidly rising, so our yield on cost should increase over time, as shown below.Data by YChartsThe stock is 16% off its average P/E ratio since 2014 and trades below its cash flow ratios, as shown below.Data by YChartsVisa stock won't make us rich overnight, but it will likely increase our wealth significantly as a buy-and-hold investment.Sticking with Alphabet; here's whyAfter agonizing and studying intently, Alphabet stock clears the hurdle despite challenges, and its massive stock price decline could be an excellent long-term opportunity.Google SearchGoogle Search is the straw that stirs the drink and will be for some time. Major advertisers cannot afford not to be on page one. Newer features such as Google Lens, which enable searches and translation based on pictures, are exciting. For instance, travelers can snap a photo of a street sign or menu and have it translated from the image. Shoppers can take pictures of items or clothing, and purchasing options for similar items are shown.YouTubeYouTube is a tremendous brand that the company needs to kick into high gear. Revenue for Q3 2022 declined from Q3 2021, causing some consternation, as shown below.Data source: Alphabet. Chart by author.However, context is important here. The sales increase in 2021 was gigantic, so this long-term growth trend is still intact.YouTube Shorts (1.5 billion monthly average users) is ramping up its competition with embattled TikTok. Alphabet has spent heavily to lure popular content creators and is introducing revenue sharing in early 2023.YouTube TV has 5 million subscribers, and the exclusive rights to the NFL Sunday Ticket should provide a boost. Amazon (AMZN) saw a wave of Prime subscribers from its Thursday Night Football broadcast.Google Cloud is a central focus, and revenue growth (39% so far in 2022) is impressive, although operating income lags. The segment is innovating, and the acquisition of cybersecurity company Mandiant makes security offerings more robust.Buybacks, cash flow, and valuationAs shown below, despite the challenging environment, Alphabet generates a ton of free cash flow.Data source: Alphabet. Chart by author.Here is the lowdown on stock buybacks:$50 billion executed in 2021.$70 billion additional authorization issued in April 2022.$43 billion, or ~4% of the current market cap, completed through Q3 2022.The stock's valuation is historically low, as shown below.Data by YChartsThe market is pricing in a significant decline in earnings. However, management finally appears committed to lowering costs and slowing the headcount growth, so profits may not suffer as much as advertised.There is a tough road ahead with a challenging economy, increased advertising competition, antitrust headaches, and more. But these challenges can spur urgency, innovation, and efficiency, creating an opportunity for patient investors.Breaking the rules with CrowdStrikeCyber breaches are the most significant threats businesses, governments, and infrastructure providers face daily. CrowdStrike's (CRWD) cloud-based platform is dedicated to defending against them. I've long been a fan of the company, but the market hasn't seen it my way lately, with the stock down 50% over the past year.It goes without saying that the company has a fantastic market opportunity, but the rest is murky.It is many years away from returning cash to shareholders through buybacks or dividends, has no GAAP profits, and its free cash flow (which is getting impressive) is propped up by stock-based compensation.What CrowdStrike does have is ridiculous growth in customers and revenue (shown below), a 76% subscription gross margin, and fantastic customer retention rates.Data source: CrowdStrike. Chart by author.CrowdStrike's valuation has come down significantly to a more palatable 11 times sales.CrowdStrike is a bit risky; however, it has excellent long-term potential and could rebound swiftly and steeply once investors regain their appetite for growth stocks.The wrap-upA new year is an excellent time to reaffirm our long-term investment objectives and keep them in mind when the market gets volatile. What qualities do you look for in a company you will own a piece of?We are venturing into what will undoubtedly be an eventful economic period. Each of these companies has many attributes of successful enterprises and profitable investments, although not every stock is appropriate for each investor.Happy New Year!","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950980288,"gmtCreate":1672638856045,"gmtModify":1676538714846,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950980288","repostId":"1105874821","repostType":4,"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927579094,"gmtCreate":1672544096619,"gmtModify":1676538703575,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927579094","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672535370,"share":"https://ttm.financial/m/news/1113081958?lang=&edition=fundamental","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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>Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023</title>\n<style 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}\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\">\nReminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023\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\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927291459,"gmtCreate":1672496328672,"gmtModify":1676538698002,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927291459","repostId":"1131331146","repostType":4,"repost":{"id":"1131331146","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672396971,"share":"https://ttm.financial/m/news/1131331146?lang=&edition=fundamental","pubTime":"2022-12-30 18:42","market":"us","language":"en","title":"2022 Recap: Which Singapore Stocks Are Winners?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131331146","media":"Tiger Newspress","summary":"2022 has been a tough year for markets with both the NASDAQ Composite Index and S&P 500 Index fallin","content":"<html><head></head><body><p>2022 has been a tough year for markets with both the NASDAQ Composite Index and S&amp;P 500 Index falling into abear market.</p><p>Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.</p><p><img src=\"https://static.tigerbbs.com/f9e3122b459e8b2a819dd2599ac52d6c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.</p><p><img src=\"https://static.tigerbbs.com/4c0dd36e39fe3ee73f32195a657360e0\" tg-width=\"1727\" tg-height=\"2680\" width=\"100%\" height=\"auto\"/></p><h2>1. Golden Energy and Resources (AUE)</h2><p>Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.</p><p>Golden Energy and Resources shares soared 170.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/e09f354c155ef7c30f3358df038557f6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>2. Yangzijiang Shipbuilding (BS6)</h2><p>Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company&#39;s history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.</p><p>Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.</p><p><img src=\"https://static.tigerbbs.com/f0dc936309aaafacd15252c281e05eae\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>3. Sembcorp Industries (U96)</h2><p>Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.</p><p>Sembcorp Industries shares leaped 72.89% in 2022.</p><p><img src=\"https://static.tigerbbs.com/2571b24bec172251a666c94bd9aba9aa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>4. Sembcorp Marine (S51)</h2><p>Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.</p><p>Sembcorp Marine shares surged 68.29% in 2022.</p><p><img src=\"https://static.tigerbbs.com/6654813b0e0fc64ac64977a35c2a60ff\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>5. Keppel Corp (BN4)</h2><p>Keppel Corporation Limited is an investment holding and management company. The Company&#39;s segments include Offshore &amp; Marine (O&amp;M), Infrastructure &amp; Others, Urban Development, Connectivity, Asset Management and Corporate &amp; Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.</p><p>Keppel Corporation shares jumped 49.6% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b7d70ee9d222ad7bd02b28bd661b784e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>6. Jardine C&amp;C (C07)</h2><p>Jardine Cycle &amp; Carriage (JC&amp;C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&amp;C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&amp;C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle &amp; Carriage businesses in Singapore, Malaysia and Myanmar. </p><p>Jardine Cycle &amp; Carriage shares jumped 44.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/961586a8dae3e814b3f5dc139115354c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>7. Genting Sing (G13)</h2><p>Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.</p><p>Genting Singapore shares gained 26.32% in 2022.</p><p><img src=\"https://static.tigerbbs.com/aa55b18e98a69f03004c2681dac3ef33\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>8. City Developments (C09)</h2><p>Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore&#39;s biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.</p><p>City Developments shares advanced 23.87% in 2022.</p><p><img src=\"https://static.tigerbbs.com/1be3d6c0e4a74416ae2d9a1a4dc94b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>9. Pacific Century (P15)</h2><p>Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company&#39;s primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.</p><p>Pacific Century shares added 21.7% in 2022.</p><p><img src=\"https://static.tigerbbs.com/626b8cfbc54b5bf657275f3f2752b86a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>10. UOB (U11)</h2><p>United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.</p><p>UOB shares climbed 18.98% in 2022.</p><p><img src=\"https://static.tigerbbs.com/a42e8a1ff73ee17218804bf9ef89f6a5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>2022 Recap: Which Singapore Stocks Are Winners?</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\">\n2022 Recap: Which Singapore Stocks Are Winners?\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\">2022-12-30 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022 has been a tough year for markets with both the NASDAQ Composite Index and S&amp;P 500 Index falling into abear market.</p><p>Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.</p><p><img src=\"https://static.tigerbbs.com/f9e3122b459e8b2a819dd2599ac52d6c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.</p><p><img src=\"https://static.tigerbbs.com/4c0dd36e39fe3ee73f32195a657360e0\" tg-width=\"1727\" tg-height=\"2680\" width=\"100%\" height=\"auto\"/></p><h2>1. Golden Energy and Resources (AUE)</h2><p>Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.</p><p>Golden Energy and Resources shares soared 170.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/e09f354c155ef7c30f3358df038557f6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>2. Yangzijiang Shipbuilding (BS6)</h2><p>Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company&#39;s history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.</p><p>Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.</p><p><img src=\"https://static.tigerbbs.com/f0dc936309aaafacd15252c281e05eae\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>3. Sembcorp Industries (U96)</h2><p>Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.</p><p>Sembcorp Industries shares leaped 72.89% in 2022.</p><p><img src=\"https://static.tigerbbs.com/2571b24bec172251a666c94bd9aba9aa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>4. Sembcorp Marine (S51)</h2><p>Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.</p><p>Sembcorp Marine shares surged 68.29% in 2022.</p><p><img src=\"https://static.tigerbbs.com/6654813b0e0fc64ac64977a35c2a60ff\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>5. Keppel Corp (BN4)</h2><p>Keppel Corporation Limited is an investment holding and management company. The Company&#39;s segments include Offshore &amp; Marine (O&amp;M), Infrastructure &amp; Others, Urban Development, Connectivity, Asset Management and Corporate &amp; Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.</p><p>Keppel Corporation shares jumped 49.6% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b7d70ee9d222ad7bd02b28bd661b784e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>6. Jardine C&amp;C (C07)</h2><p>Jardine Cycle &amp; Carriage (JC&amp;C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&amp;C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&amp;C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle &amp; Carriage businesses in Singapore, Malaysia and Myanmar. </p><p>Jardine Cycle &amp; Carriage shares jumped 44.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/961586a8dae3e814b3f5dc139115354c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>7. Genting Sing (G13)</h2><p>Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.</p><p>Genting Singapore shares gained 26.32% in 2022.</p><p><img src=\"https://static.tigerbbs.com/aa55b18e98a69f03004c2681dac3ef33\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>8. City Developments (C09)</h2><p>Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore&#39;s biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.</p><p>City Developments shares advanced 23.87% in 2022.</p><p><img src=\"https://static.tigerbbs.com/1be3d6c0e4a74416ae2d9a1a4dc94b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>9. Pacific Century (P15)</h2><p>Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company&#39;s primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.</p><p>Pacific Century shares added 21.7% in 2022.</p><p><img src=\"https://static.tigerbbs.com/626b8cfbc54b5bf657275f3f2752b86a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>10. UOB (U11)</h2><p>United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.</p><p>UOB shares climbed 18.98% in 2022.</p><p><img src=\"https://static.tigerbbs.com/a42e8a1ff73ee17218804bf9ef89f6a5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","U96.SI":"胜科工业","BS6.SI":"扬子江船业","G13.SI":"云顶新加坡","U11.SI":"大华银行","P15.SI":"盈科亚洲拓展","C07.SI":"怡和合发","C09.SI":"城市发展","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131331146","content_text":"2022 has been a tough year for markets with both the NASDAQ Composite Index and S&P 500 Index falling into abear market.Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.1. Golden Energy and Resources (AUE)Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.Golden Energy and Resources shares soared 170.69% in 2022.2. Yangzijiang Shipbuilding (BS6)Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company's history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.3. Sembcorp Industries (U96)Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.Sembcorp Industries shares leaped 72.89% in 2022.4. Sembcorp Marine (S51)Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.Sembcorp Marine shares surged 68.29% in 2022.5. Keppel Corp (BN4)Keppel Corporation Limited is an investment holding and management company. The Company's segments include Offshore & Marine (O&M), Infrastructure & Others, Urban Development, Connectivity, Asset Management and Corporate & Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.Keppel Corporation shares jumped 49.6% in 2022.6. Jardine C&C (C07)Jardine Cycle & Carriage (JC&C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle & Carriage businesses in Singapore, Malaysia and Myanmar. Jardine Cycle & Carriage shares jumped 44.69% in 2022.7. Genting Sing (G13)Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.Genting Singapore shares gained 26.32% in 2022.8. City Developments (C09)Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore's biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.City Developments shares advanced 23.87% in 2022.9. Pacific Century (P15)Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company's primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.Pacific Century shares added 21.7% in 2022.10. UOB (U11)United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.UOB shares climbed 18.98% in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927986015,"gmtCreate":1672370576538,"gmtModify":1676538680551,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927986015","repostId":"1145816205","repostType":4,"repost":{"id":"1145816205","kind":"news","pubTimestamp":1672365630,"share":"https://ttm.financial/m/news/1145816205?lang=&edition=fundamental","pubTime":"2022-12-30 10:00","market":"us","language":"en","title":"Retail Investors Took a Beating in 2022. Will It Continue in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816205","media":"Bloomberg","summary":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street t","content":"<html><head></head><body><p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/793c150da15dc4cba7b5c08f63fc2555\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Photographer: Xavier Lorenzo/Moment RF/Getty Images</span></p><p>The era of easy returns came to a screeching halt in 2022.</p><p>Stocks were hammered with the S&amp;P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.</p><p>The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.</p><p>Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.</p><h2>Cash</h2><p>Wall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.</p><p>“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”</p><h2>I Bonds</h2><p>US Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.</p><p>While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.</p><h2>Energy</h2><p>There was a clear winner in the stock market this year: energy companies.</p><p>Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&amp;P 500 energy companies surging more than 57%.</p><p>Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.</p><h2>Tech Stocks</h2><p>If the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.</p><p>The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.</p><p>Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.</p><p>Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.</p><p>“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.</p><h2>Crypto</h2><p>It was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.</p><p>Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.</p><p>NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.</p><h2>Meme Stocks</h2><p>Meme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.</p><p>With higher interest rates and inflation squeezing consumers, Bed Bath &amp; Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.</p><p>“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail Investors Took a Beating in 2022. Will It Continue in 2023?</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\">\nRetail Investors Took a Beating in 2022. Will It Continue in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145816205","content_text":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a screeching halt in 2022.Stocks were hammered with the S&P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.CashWall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”I BondsUS Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.EnergyThere was a clear winner in the stock market this year: energy companies.Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&P 500 energy companies surging more than 57%.Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.Tech StocksIf the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.CryptoIt was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.Meme StocksMeme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.With higher interest rates and inflation squeezing consumers, Bed Bath & Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924551032,"gmtCreate":1672289341026,"gmtModify":1676538666790,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924551032","repostId":"1183312159","repostType":4,"repost":{"id":"1183312159","kind":"news","pubTimestamp":1672282689,"share":"https://ttm.financial/m/news/1183312159?lang=&edition=fundamental","pubTime":"2022-12-29 10:58","market":"us","language":"en","title":"2023 U.S. Stock Market Predictions: What Will Happen?","url":"https://stock-news.laohu8.com/highlight/detail?id=1183312159","media":"TipRanks","summary":"Story Highlights2022 was bad for stocks; we are entering the new year with a high level of uncertain","content":"<div>\n<p>Story Highlights2022 was bad for stocks; we are entering the new year with a high level of uncertainty. Investors should consider preparing their portfolios for different scenarios, differentiating ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/2023-stock-market-predictions-what-will-happen\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>2023 U.S. Stock Market Predictions: What Will Happen?</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\">\n2023 U.S. Stock Market Predictions: What Will Happen?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/2023-stock-market-predictions-what-will-happen><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story Highlights2022 was bad for stocks; we are entering the new year with a high level of uncertainty. Investors should consider preparing their portfolios for different scenarios, differentiating ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/2023-stock-market-predictions-what-will-happen\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.tipranks.com/news/article/2023-stock-market-predictions-what-will-happen","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183312159","content_text":"Story Highlights2022 was bad for stocks; we are entering the new year with a high level of uncertainty. Investors should consider preparing their portfolios for different scenarios, differentiating their holdings across segments that could maximize their returns against downside and upside factors.2022 will go down in history as one of the worst years for stocks in the last few decades; what will 2023 bring to the markets?Price history of the S&P 500 (SPX) IndexWhich Scenario Looks Right to You?It’s impossible to forecast the near-term path of the markets, but we can try and distinguish trends and upside and downside risks to these trends:Base Case: a mild recession in the first half of 2023, which brings down inflation, letting the Fed ease in the second half; the S&P 500 (SPX) rallies 10%-20%.Bear Case: the Fed over-tightens, sending the economy into a “hard landing,” sending stocks down for the year.Bull Case: the Fed succeeds in bringing down inflation without causing a recession, and stocks rally as they did in 2021.It would be reasonable to work according to the base-case outlook while hedging against different scenarios that might affect some stocks more than others.Base Case: Mild Recession Followed by an UpturnIn the base-case scenario, it would be a no-brainer to buy tech stocks. The decades-long trend of technology entering every layer of human life will continue, and tech stocks will likely shine again.According to Morningstar (NASDAQ: MORN) analysts, large-cap growth stocks are now one of the cheapest segments in the market, having suffered some of the biggest declines. Shares of Meta (NASDAQ: META), Alphabet (NASDAQ: GOOG), Nvidia (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Apple (NASDAQ: AAPL) have suffered staggering losses in 2022 and look strongly undervalued. There’s no doubt that many of the Big Tech companies will see their stock performances improve as the economy mends and sentiment picks up, making their current prices look like decent entry points.Make sure to look beyond the price at the fundamentals, though. After the crazy rally and its bust, investors will be much more skeptical of bombastic growth promises that aren’t underpinned by solid numbers. When optimism returns, it will be much more realistic, at least for a while. So, it’d be a good idea to choose stocks of companies with robust earnings, ample cash, and strong growth prospects.In addition, have a look at another dirt-cheap equity segment: small caps. These stocks suffer in downturns but tend to outperform when the economy improves. Small-cap P/E ratios have reached their lowest levels in two decades, and the recession looks already priced into their valuations.To take advantage of this, you might want to have a look at the shares of Sarepta Therapeutics (NASDAQ: SRPT), Shockwave Medical (NASDAQ: SWAV), Lattice Semiconductor (NASDAQ: LSCC), Pure Storage (NYSE: PSTG), Tetra Tech (NASDAQ: TTEK), or WillScot Mobile Mini Holdings (NASDAQ: WSC), as they look promising.Bear Case: Bad Recession or High Rates for LongerIf you believe that 2023 may turn out to be another “risk-off” year but still want to remain invested, consider picking stocks of companies that don’t depend on cheap funding and are supported by ample cash, strong business models, and dominance in their markets. Dividend-paying companies are preferred; value stocks will likely outperform in this setting. Pay attention to the industries: discretionary products and services take a much bigger hit in recessions than those supplying the necessities.For example, Kraft Heinz (NASDAQ: KHC) is a leader in the packaged food market. It has substantial pricing power and pays stable dividends, which could help hedge against an economic downturn. Occidental Petroleum (NYSE: OXY) has been a great inflation hedge, trading ata P/E ratio of 5.2. Target (NYSE: TGT) is a dividend king with a strong market cap and solid profitability. Another high-dividend stock is Danaher (NYSE: DHR), a stable, diversified conglomerate. Johnson & Johnson (NYSE: JNJ) has plenty of cash, a high dividend yield, and vast market share. Top this list with Berkshire Hathaway (NYSE: BRK.B), the best-run financial conglomerate in the U.S., and you should be well-equipped for a recession.Bull Case: No Recession, Markets RallyIf you believe the U.S. economy will avoid a recession, you’d think that one should just buy everything at these prices, right? Well, no: it will take time for another broad “buy-all” rally to emerge; investors will be very selective for a while, putting money only on those companies that have established business models and resilient financials.Go with the “base-case” portfolio, adding to it some stocks from sectors that benefit from higher growth, basing your choice on reasonable stock pricing and good fundamentals. Considering adding tech anddiscretionary stocksto the portfolio, such as Sally Beauty (NYSE: SBH), trading at a P/E ratio of 7.5, Century Communities (NYSE: CCS) at 2.8, Green Brick Partners (NYSE: GRBK) at 3.99, Western Digital (NASDAQ: WDC) at 10.5, Stride (NYSE: LRN) at 15.0, Applied Materials (NASDAQ: AMAT) at 12.8, and ON Semiconductor (NASDAQ: ON) at 16.2.The Takeaway: Just Hold OnWhatever happens in 2023, remember: every bear market has ended with a new bull market. Hedge your portfolio to ride out the turbulence, and don’t lose calm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924123227,"gmtCreate":1672200691770,"gmtModify":1676538651657,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924123227","repostId":"1147971350","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925726957,"gmtCreate":1672113497380,"gmtModify":1676538636355,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925726957","repostId":"1107087281","repostType":4,"repost":{"id":"1107087281","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672110341,"share":"https://ttm.financial/m/news/1107087281?lang=&edition=fundamental","pubTime":"2022-12-27 11:05","market":"us","language":"en","title":"Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1107087281","media":"Benzinga","summary":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader mar","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro data.</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>Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023</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\">\nApple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-27 11:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊","AAPL":"苹果","META":"Meta Platforms, Inc.","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107087281","content_text":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader market.Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.The tech-heavy Nasdaq Composite Index has lost almost twice as much as the broader S&P 500 Index, underlining the skewed nature of the market sell-off toward the tech space.Falling Off The Cliff: The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset & Wealth Management, said in a note.These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.The FAANG stocks, save Apple Inc. are down by much more than the Nasdaq Composite as well as the Nasdaq 100 Index. Meta Platforms Inc. has the worst loss for the year so far in this category, followed by Netflix Inc. and Amazon Inc..Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.Source: Proprietary chartIt was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.Meta for one announced massive layoffs numbering 11,000 in November. When Elon Musk took Twitter private, he planned a three-quarter reduction in payrolls.Future Is Tense: Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.The Federal Reserve under Jerome Powell has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is TikTok, which has been blamed for part of the weaknesses at most other communication tech companies.Even amid all these dark clouds, there are a few silver linings.4 Themes Supportive Of Tech Stocks:1. Potential Easing Of Dollar Strength: Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.2. M&A, Consolidation: Valuations of tech companies are below the past five-year averages, Ives said in a recent note.This, the analyst said, could lead to a spate of M&A transactions in the space in 2023. The M&A wave has already begun. Tech-focused privateequity firm Thoma Bravo announced earlier this month a deal to buy Coupa Software Inc.3. Lean, Mean Structures: Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.Source: JPMorgan“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.4. Supportive Valuations: Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.Source: TradingViewThe oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.Price Action: The Invesco QQQ  ended Friday's session up 0.22%, at $267.36, according toBenzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925294701,"gmtCreate":1672026536003,"gmtModify":1676538623933,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925294701","repostId":"2294000885","repostType":4,"repost":{"id":"2294000885","kind":"highlight","pubTimestamp":1672022691,"share":"https://ttm.financial/m/news/2294000885?lang=&edition=fundamental","pubTime":"2022-12-26 10:44","market":"us","language":"en","title":"Which FAANG Stock Will Be the Top Performer in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2294000885","media":"Motley Fool","summary":"Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there's one company poised to outperform in the new year.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Wall Street is suffering through its worst year in more than a decade.</li><li>All five FAANG stocks are facing significant headwinds in 2023.</li><li>One industry-leading FAANG has the attractive valuation and catalysts necessary to outperform in a challenging environment.</li></ul><p>With less than a week to go before we turn the page on 2022, it&#39;s fair to say it&#39;s been one of the worst years for investors in a long time. The <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite</b> have all entered respective bear markets, with the major indexes on track to deliver their worst returns since 2008.</p><p>Worse yet, the usually sure-footed FAANG stocks haven&#39;t been spared from the carnage. By &#34;FAANG,&#34; I&#39;m referring to:</p><ul><li>Facebook, which is now a subsidiary of <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Apple</b></li><li><b>Amazon</b></li><li><b>Netflix</b></li><li>Google, which is now a subsidiary of <b>Alphabet</b></li></ul><p>Through the closing bell on Dec. 22, 2022, Meta, Apple, Amazon, Netflix, and Alphabet (the Class A shares, GOOGL) were respectively lower by 65%, 25%, 50%, 51%, and 39% on a year-to-date basis. <i>Yuck</i>!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f36b1ef9b9c7a793365028bd8efe042\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The FAANG stocks are all facing significant headwinds in the new year</h2><p>The unfortunate issue for these industry leaders is that their near-term headwinds aren&#39;t going to disappear overnight.</p><p>For example, Apple has been the leader of this group, with a decline in 2022 of &#34;only&#34; 25%. Not only is it likely to deal with continued supply chain uncertainty tied to China&#39;s COVID-19 mitigation policies, but rapidly rising interest rates have removed its access to cheap capital. For years, Apple has leaned on ultra-low-rate debt offerings to raise capital for share repurchases. That&#39;s very unlikely to occur in 2023.</p><p>Netflix is another FAANG stock that&#39;ll be facing its own set of difficult circumstances in the new year. <b>Walt Disney</b> recently surpassed Netflix in terms of aggregate streaming subscribers (Disney+, Hulu, and ESPN+, combined), and Netflix&#39;s aggressive international expansion has led to cash outflows or relatively minimal positive operating cash flow. At a time when valuations have come under scrutiny, Netflix&#39;s premium valuation to its cash flow stands out for all the wrong reasons.</p><p>As for ad-driven businesses Meta Platforms and Alphabet, ad spending looks to take a serious hit for at least the early portion of 2023. It&#39;s not uncommon for advertisers to pare back spending when economic uncertainty arises. That&#39;s an especially big problem for Meta given that its increased spending on metaverse projects has substantially shrunk its free cash flow.</p><p>Lastly, Amazon is expected to deal with weakness from its flagship e-commerce marketplace. Even though online retail sales aren&#39;t where Amazon generates most of its operating cash flow, it&#39;s the operating segment that&#39;s become the face of the company. High inflation and a potentially weaker U.S. economy bode poorly for Amazon&#39;s top revenue-producing segment in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c52f528b7d5e01d93c5fa32c23ca16\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The best-performing FAANG stock for 2023 is likely to be...</h2><p>However, not even the FAANG stocks are created equally. Even though these five stocks have been industry leaders and outperformers for more than a decade, they&#39;ll likely produce very different returns next year.</p><p>Among Meta, Apple, Amazon, Netflix, and Alphabet, there stands one company that has a good chance to outperform its peers in 2023. That company is Google, YouTube, and Waymo parent, Alphabet.</p><p>As noted, Alphabet is almost assured of ad-spending weakness during the first half of 2023. With the Federal Reserve expected to further raise interest rates, the likelihood of a U.S. recessions grows. Ad spending tends to front-run the prospect of economic weakness.</p><p>But there&#39;s another side to this coin. Though ad spending is highly cyclical, the economic cycle very much favors the patient. While recessions are an inevitable part of that cycle, they usually last for no more than a couple of quarters. By comparison, economic expansions are measured in years. Ad-price weakness for Alphabet should prove temporary.</p><p>To build on this point, Alphabet is a veritable monopoly in the internet search space thanks to Google. Looking back through three years of monthly data from GlobalStats, internet search engine Google has accounted for no less than 91% of all global search share. It&#39;s pretty clear that Google gives advertisers the best chance to reach their targeted audience, which more often than not means ad-pricing power will be in Alphabet&#39;s favor.</p><p>Another reason to be excited about Alphabet is because of its ancillary operating growth. Its acquisition of YouTube for $1.65 billion in 2006 looks smarter with each passing day. According to figures from DataReportal, YouTube has 2.52 billion monthly active users (MAUs), which is second among social media sties only to Facebook&#39;s slightly more than 2.9 billion MAUs. Alphabet is in the process of improving monetization for YouTube Shorts (short-form videos lasting less than 60 seconds), and should benefit immensely from landing the <i>Sunday Ticket</i> package from the National Football League over the next seven years.</p><p>Alphabet is also benefiting from the rapid growth of cloud infrastructure service segment Google Cloud. Despite an exceptionally challenging environment for businesses of all sizes, Google Cloud reported 38% revenue growth during the third quarter from the prior-year period, and is approaching nearly $28 billion in annual run-rate revenue. That&#39;s good enough for a 9% share of global cloud infrastructure spending, based on the latest estimates from Canalys.</p><p>Although this is a money-losing segment for Alphabet at the moment, cloud services have a tendency to generate considerably better margins than advertising. This operating segment has the potential to be a big-time winner for Alphabet by mid-decade, as well as offset ad-sales weakness in the short term.</p><p>Lastly, Alphabet is, arguably, the best value of the bunch among the FAANG stocks. As of the end of September, the company had $116.3 billion in cash, cash equivalents, and marketable securities, compared to just $14.7 billion in long-term debt. Having more than $101 billion in net cash has its perks. It allows Alphabet to buy back its own stock as a lift to shareholders, and it ensures the company can continue to innovate without any disruption.</p><p>Over the past five years, investors have willingly paid a multiple of close to 19 times cash flow to buy shares of Alphabet. But thanks to its virtual monopoly in internet search, as well as the rapid growth of its higher-margin ancillary operations, the company&#39;s operating cash flow can more than double over the next four years. Even if revenue stagnates in 2023, cash flow per share can still grow by a double-digit percentage.</p><p>Based on its current share price, investors can buy into the Alphabet growth story right now for roughly 6 times Wall Street&#39;s forecast cash flow for the company in 2026. It&#39;s arguably the best and safest deal among the FAANG stocks, which makes Alphabet the logical choice to outperform in 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which FAANG Stock Will Be the Top Performer in 2023?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich FAANG Stock Will Be the Top Performer in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWall Street is suffering through its worst year in more than a decade.All five FAANG stocks are facing significant headwinds in 2023.One industry-leading FAANG has the attractive valuation ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4571":"数字音乐概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4566":"资本集团","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4501":"段永平概念","BK4527":"明星科技股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","GOOGL":"谷歌A","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4553":"喜马拉雅资本持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4122":"互联网与直销零售","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","GOOG":"谷歌","LU0109392836.USD":"富兰克林科技股A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","NFLX":"奈飞","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4514":"搜索引擎","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","AMZN":"亚马逊","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","META":"Meta Platforms, Inc.","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4554":"元宇宙及AR概念","AAPL":"苹果","SG9999014880.SGD":"大华全球优质成长基金Acc SGD"},"source_url":"https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294000885","content_text":"KEY POINTSWall Street is suffering through its worst year in more than a decade.All five FAANG stocks are facing significant headwinds in 2023.One industry-leading FAANG has the attractive valuation and catalysts necessary to outperform in a challenging environment.With less than a week to go before we turn the page on 2022, it's fair to say it's been one of the worst years for investors in a long time. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all entered respective bear markets, with the major indexes on track to deliver their worst returns since 2008.Worse yet, the usually sure-footed FAANG stocks haven't been spared from the carnage. By \"FAANG,\" I'm referring to:Facebook, which is now a subsidiary of Meta PlatformsAppleAmazonNetflixGoogle, which is now a subsidiary of AlphabetThrough the closing bell on Dec. 22, 2022, Meta, Apple, Amazon, Netflix, and Alphabet (the Class A shares, GOOGL) were respectively lower by 65%, 25%, 50%, 51%, and 39% on a year-to-date basis. Yuck!Image source: Getty Images.The FAANG stocks are all facing significant headwinds in the new yearThe unfortunate issue for these industry leaders is that their near-term headwinds aren't going to disappear overnight.For example, Apple has been the leader of this group, with a decline in 2022 of \"only\" 25%. Not only is it likely to deal with continued supply chain uncertainty tied to China's COVID-19 mitigation policies, but rapidly rising interest rates have removed its access to cheap capital. For years, Apple has leaned on ultra-low-rate debt offerings to raise capital for share repurchases. That's very unlikely to occur in 2023.Netflix is another FAANG stock that'll be facing its own set of difficult circumstances in the new year. Walt Disney recently surpassed Netflix in terms of aggregate streaming subscribers (Disney+, Hulu, and ESPN+, combined), and Netflix's aggressive international expansion has led to cash outflows or relatively minimal positive operating cash flow. At a time when valuations have come under scrutiny, Netflix's premium valuation to its cash flow stands out for all the wrong reasons.As for ad-driven businesses Meta Platforms and Alphabet, ad spending looks to take a serious hit for at least the early portion of 2023. It's not uncommon for advertisers to pare back spending when economic uncertainty arises. That's an especially big problem for Meta given that its increased spending on metaverse projects has substantially shrunk its free cash flow.Lastly, Amazon is expected to deal with weakness from its flagship e-commerce marketplace. Even though online retail sales aren't where Amazon generates most of its operating cash flow, it's the operating segment that's become the face of the company. High inflation and a potentially weaker U.S. economy bode poorly for Amazon's top revenue-producing segment in 2023.Image source: Getty Images.The best-performing FAANG stock for 2023 is likely to be...However, not even the FAANG stocks are created equally. Even though these five stocks have been industry leaders and outperformers for more than a decade, they'll likely produce very different returns next year.Among Meta, Apple, Amazon, Netflix, and Alphabet, there stands one company that has a good chance to outperform its peers in 2023. That company is Google, YouTube, and Waymo parent, Alphabet.As noted, Alphabet is almost assured of ad-spending weakness during the first half of 2023. With the Federal Reserve expected to further raise interest rates, the likelihood of a U.S. recessions grows. Ad spending tends to front-run the prospect of economic weakness.But there's another side to this coin. Though ad spending is highly cyclical, the economic cycle very much favors the patient. While recessions are an inevitable part of that cycle, they usually last for no more than a couple of quarters. By comparison, economic expansions are measured in years. Ad-price weakness for Alphabet should prove temporary.To build on this point, Alphabet is a veritable monopoly in the internet search space thanks to Google. Looking back through three years of monthly data from GlobalStats, internet search engine Google has accounted for no less than 91% of all global search share. It's pretty clear that Google gives advertisers the best chance to reach their targeted audience, which more often than not means ad-pricing power will be in Alphabet's favor.Another reason to be excited about Alphabet is because of its ancillary operating growth. Its acquisition of YouTube for $1.65 billion in 2006 looks smarter with each passing day. According to figures from DataReportal, YouTube has 2.52 billion monthly active users (MAUs), which is second among social media sties only to Facebook's slightly more than 2.9 billion MAUs. Alphabet is in the process of improving monetization for YouTube Shorts (short-form videos lasting less than 60 seconds), and should benefit immensely from landing the Sunday Ticket package from the National Football League over the next seven years.Alphabet is also benefiting from the rapid growth of cloud infrastructure service segment Google Cloud. Despite an exceptionally challenging environment for businesses of all sizes, Google Cloud reported 38% revenue growth during the third quarter from the prior-year period, and is approaching nearly $28 billion in annual run-rate revenue. That's good enough for a 9% share of global cloud infrastructure spending, based on the latest estimates from Canalys.Although this is a money-losing segment for Alphabet at the moment, cloud services have a tendency to generate considerably better margins than advertising. This operating segment has the potential to be a big-time winner for Alphabet by mid-decade, as well as offset ad-sales weakness in the short term.Lastly, Alphabet is, arguably, the best value of the bunch among the FAANG stocks. As of the end of September, the company had $116.3 billion in cash, cash equivalents, and marketable securities, compared to just $14.7 billion in long-term debt. Having more than $101 billion in net cash has its perks. It allows Alphabet to buy back its own stock as a lift to shareholders, and it ensures the company can continue to innovate without any disruption.Over the past five years, investors have willingly paid a multiple of close to 19 times cash flow to buy shares of Alphabet. But thanks to its virtual monopoly in internet search, as well as the rapid growth of its higher-margin ancillary operations, the company's operating cash flow can more than double over the next four years. Even if revenue stagnates in 2023, cash flow per share can still grow by a double-digit percentage.Based on its current share price, investors can buy into the Alphabet growth story right now for roughly 6 times Wall Street's forecast cash flow for the company in 2026. It's arguably the best and safest deal among the FAANG stocks, which makes Alphabet the logical choice to outperform in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925385393,"gmtCreate":1671932339312,"gmtModify":1676538612143,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925385393","repostId":"2293241405","repostType":4,"repost":{"id":"2293241405","kind":"highlight","pubTimestamp":1671930358,"share":"https://ttm.financial/m/news/2293241405?lang=&edition=fundamental","pubTime":"2022-12-25 09:05","market":"us","language":"en","title":"Tesla Suspends Production at Shanghai Plant - Internal Notice","url":"https://stock-news.laohu8.com/highlight/detail?id=2293241405","media":"CNA","summary":"Tesla suspended production at its Shanghai plant on Saturday, according to an internal notice and tw","content":"<html><head></head><body><p>Tesla suspended production at its Shanghai plant on Saturday, according to an internal notice and two people with knowledge of the matter, bringing ahead a previous plan to pause most work at the plant in the last week of December.</p><p>The U.S. automaker cancelled the morning shift and told all workers at its most productive manufacturing hub they could start their break, said the people and the notice seen by Reuters. The company did not give a reason.</p><p>Reuters reported earlier this month that the electric car giant planned to suspend Model Y production at the plant from Dec. 25 to Jan. 1.</p><p>The suspension comes among a rising wave of infections after China eased its zero-COVID policy earlier this month, an abrupt move welcomed by businesses and the public but heavily disrupting business operations in the short term.</p><p>One of the people said workers at Tesla and its suppliers have also been falling sick as part of this wave, posing challenges to operations in the past week.</p><p>Tesla is also grappling with elevated inventory levels as its second largest market braces for a downturn.</p><p>The Shanghai plant has been focused on making models for export in the last week, the person added.</p><p>A media representative at Tesla China did not immediately respond to request for comment.</p><p>The plant’s suspension of Model Y assembly at the end of the month would be part of a cut in planned production of about 30 per cent in the month for the model, Tesla&#39;s best-selling model, at the Shanghai factory, Reuters had reported.</p><p>The Shanghai factory, the most important manufacturing hub for Elon Musk&#39;s electric vehicle company, kept normal operations during the last week of December last year.</p><p>It has not been an established practice for the plant to shut down for a year-end holiday.</p></body></html>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Suspends Production at Shanghai Plant - Internal Notice</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Suspends Production at Shanghai Plant - Internal Notice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/tesla-suspends-production-shanghai-plant-internal-notice-3166821><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla suspended production at its Shanghai plant on Saturday, according to an internal notice and two people with knowledge of the matter, bringing ahead a previous plan to pause most work at the ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/tesla-suspends-production-shanghai-plant-internal-notice-3166821\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.channelnewsasia.com/business/tesla-suspends-production-shanghai-plant-internal-notice-3166821","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293241405","content_text":"Tesla suspended production at its Shanghai plant on Saturday, according to an internal notice and two people with knowledge of the matter, bringing ahead a previous plan to pause most work at the plant in the last week of December.The U.S. automaker cancelled the morning shift and told all workers at its most productive manufacturing hub they could start their break, said the people and the notice seen by Reuters. The company did not give a reason.Reuters reported earlier this month that the electric car giant planned to suspend Model Y production at the plant from Dec. 25 to Jan. 1.The suspension comes among a rising wave of infections after China eased its zero-COVID policy earlier this month, an abrupt move welcomed by businesses and the public but heavily disrupting business operations in the short term.One of the people said workers at Tesla and its suppliers have also been falling sick as part of this wave, posing challenges to operations in the past week.Tesla is also grappling with elevated inventory levels as its second largest market braces for a downturn.The Shanghai plant has been focused on making models for export in the last week, the person added.A media representative at Tesla China did not immediately respond to request for comment.The plant’s suspension of Model Y assembly at the end of the month would be part of a cut in planned production of about 30 per cent in the month for the model, Tesla's best-selling model, at the Shanghai factory, Reuters had reported.The Shanghai factory, the most important manufacturing hub for Elon Musk's electric vehicle company, kept normal operations during the last week of December last year.It has not been an established practice for the plant to shut down for a year-end holiday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9962202492,"gmtCreate":1669776358816,"gmtModify":1676538240983,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9962202492","repostId":"2287859746","repostType":4,"repost":{"id":"2287859746","kind":"highlight","pubTimestamp":1669768217,"share":"https://ttm.financial/m/news/2287859746?lang=&edition=fundamental","pubTime":"2022-11-30 08:30","market":"us","language":"en","title":"\"Who Can Turn off the Websites?\": Inside Bankman-Fried’s Chaotic Final Days in Charge of FTX","url":"https://stock-news.laohu8.com/highlight/detail?id=2287859746","media":"The Sydney Morning Herald","summary":"When the cryptocurrency exchange FTX filed for bankruptcy on November 11, the company’s founder, Sam","content":"<html><head></head><body><p>When the cryptocurrency exchange FTX filed for bankruptcy on November 11, the company’s founder, Sam Bankman-Fried, announced the news in a contrite message on Twitter.</p><p>But his attempt to calm the situation belied what had just taken place within the company. As the crisis unfolded, a group of FTX lawyers and executives moved to strip authority from Bankman-Fried and urged the company’s top leaders to prepare for bankruptcy. For days, Bankman-Fried ignored their warnings and clung to power, seemingly convinced that he could save the firm, despite mounting evidence to the contrary.</p><p><img src=\"https://static.tigerbbs.com/7817164bdd32445ac4f1e4197abf2ee9\" tg-width=\"584\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Before his empire fell, FTX founder Sam Bankman-Fried had agreed to several deals that are now in limbo, including the purchase of Voyager.Credit:Bloomberg</p><p>“The exchanges must be halted immediately,” Ryne Miller, a top FTX lawyer, wrote in an email to Bankman-Fried and other staff November 10. “The founding team is not currently in a cooperative posture.”</p><p>Bankman-Fried eventually relented, stepping down as FTX’s chief executive and authorising the company to file for bankruptcy. Dozens of pages of internal company emails and texts obtained by <i>The New York Times</i> offer a detailed look at those chaotic final days, as messages flew back and forth among FTX officials who seemed to be growing increasingly irritated with the 30-year-old founder.</p><p>Throughout, Bankman-Fried appeared deluded about FTX’s prospects, insisting that he could find a way to keep the company running, the documents show. A day before the bankruptcy filing, he told employees that he was trying to raise new funding, and as recently as last week he said he regretted authorising the bankruptcy.</p><p>The messages reviewed by <i>The Times</i> and interviews with insiders show how a small group of lawyers and executives struggled to get through to Bankman-Fried, even appealing to his father as they pressed their case. While Bankman-Fried was scrambling to line up investors, Miller sent a text to top staff describing the prospect of a fundraise as “0% likelihood.”</p><p>The push and pull continued into the early hours of November 11, when Miller sent a series of messages urging Bankman-Fried to sign papers so the company could file for bankruptcy.</p><p>“Please can you sign the document,” he wrote at 2:29 a.m.</p><p>FTX’s implosion has set off one of the worst upheavals in the history of crypto. Until this month, Bankman-Fried was regarded as one of the few trustworthy figures in a freewheeling, loosely regulated industry. He built a business empire, invested in smaller crypto firms and lobbied aggressively in Washington.</p><p>Now his actions are devastating the industry. Hundreds of thousands of customers stored their funds on FTX, which provided a marketplace for people to buy and sell digital coins; the exchange owes its creditors an estimated $US8 billion ($12 billion). And since the implosion, several major crypto firms with close ties to FTX have come under mounting financial pressure, as fears grow that the collapse could cause other companies to fail. On Monday, the crypto lender BlockFi filed for bankruptcy, citing the fallout from FTX’s disintegration.</p><p><img src=\"https://static.tigerbbs.com/32f2132b7d404efd1ddccd3bc0e6eb7d\" tg-width=\"584\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>The FTX saga has left the entire industry crypto industry rattled. Credit:Getty</p><p>The legal ramifications are only beginning to take shape. Justice Department prosecutors are investigating FTX’s downfall, focusing on whether the exchange broke the law by lending its customers’ funds to the hedge fund Alameda Research, which Bankman-Fried also founded and owned. In bankruptcy court, FTX’s new chief executive has harshly criticised Bankman-Fried’s management of the company, calling it a “complete failure of corporate control.”</p><p>Reached by phone Sunday night, Bankman-Fried declined to address the messages that top executives exchanged leading up to the bankruptcy filing. But he said that even after FTX’s collapse, he had found “numerous parties” willing to invest funds. He declined to name any of the possible investors.</p><p>Miller and an FTX spokesman declined to comment.</p><p>The crisis began November 8, when Bankman-Fried announced that a run on deposits at FTX had forced him to sell the company to one of its bitterest rivals, Binance. For about a day, the deal raised the prospect that FTX could survive as part of a giant exchange run by Binance. But after reviewing FTX’s financial records, Binance pulled out of the agreement, citing issues with “corporate due diligence.”</p><p>“Sam, I’m sorry,” Binance’s founder, Changpeng Zhao, wrote in a text message to Bankman-Fried. “But we won’t be able to continue this deal. Way too many issues. CZ.”</p><p>With FTX swiftly unravelling, Miller tried to seize control of the situation. A former lawyer for the Commodity Futures Trading Commission, Miller had served as general counsel of FTX’s U.S. arm since August 2021. While he never belonged to Bankman-Fried’s main circle of advisers in the Bahamas, where FTX was based, he had accompanied the young executive in meetings with regulators in Washington.</p><p>Early in the crisis, Caroline Ellison, the chief executive of Alameda, wrote in a group chat with Miller that she was “kinda worried that everyone is gonna quit/take time off,” adding an emoticon of a sweating face. Miller responded November 9 that FTX needed “a professional manager vested with decision-making authority.”</p><p>That afternoon, Miller asked Bankman-Fried and two other executives to shut down trading on FTX’s platforms</p><p>“Who can turn off the websites?” he asked in a group chat at 4:41 p.m.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> minutes later, he got a response from Constance Wang, FTX’s chief operating officer and one of Bankman-Fried’s top lieutenants.</p><p>“Ryne, I love you,” she wrote, “but I don’t want to stop trying yet.”</p><p>Miller and other FTX executives also urged Bankman-Fried to give up some control of his business empire. At one point, Zach Dexter, an executive who worked on FTX’s American business, asked Bankman-Fried to delegate authority over US operations to him and Miller. In an exchange on the messaging system Slack, Bankman-Fried at first appeared to dodge Dexter’s question. Instead, he responded with proposed language for a banner on FTX’s US website.</p><p><img src=\"https://static.tigerbbs.com/116265319d5567b7160bed4ca533e339\" tg-width=\"584\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Since the implosion, several major crypto firms with close ties to FTX have come under mounting financial pressure,Credit:AP</p><p>Soon other FTX officials joined in, urging Bankman-Fried to forgo some control.</p><p>But Bankman-Fried seemed convinced he could save FTX. In a message to employees November 10, he announced that he was hoping to secure new financing from crypto entrepreneur Justin Sun. FTX had “a lot theoretically in and/or potentially for the raise,” he wrote.</p><p>Behind the scenes, pressure was growing to appoint a new executive to lead the exchange. On the night of November 9, Andrew Dietderich, a lawyer at Sullivan &amp; Cromwell, sent FTX executives the resume of John Jay Ray III, a corporate turnaround expert who had led the unwinding of Enron after the energy company’s collapse in an accounting scandal in 2001.</p><p>“Sam this is an excellent pick and I wholeheartedly hope you sign this tonight,” Dexter wrote in an email on the evening of November 10. “The faster John is in place, the faster the company can resolve issues that require urgent progress.”</p><p>A flurry of emails followed. In a message at 3:38 a.m. on November 11, Miller asked for an update on Bankman-Fried’s decision.</p><p>“I am chatting with Sam,” responded Ken Ziman, a lawyer at the firm Paul Weiss who was representing Bankman-Fried.</p><p>Ten minutes later, Ziman confirmed that Bankman-Fried had signed the document, authorising Ray to take over FTX. The company filed for bankruptcy a few hours later.</p><p>Bankman-Fried was also frustrated. Despite giving up control of FTX, he continued contacting possible investors about new funding for the exchange. In a letter to former colleagues last week, he said he regretted filing for bankruptcy, claiming that “potential interest in billions of dollars of funding came in roughly eight minutes after I signed the Chapter 11 docs.”</p><p>He presented no evidence for that claim, and in any case, FTX was no longer his company to run. On the morning of November 11, Miller moved quickly to make that clear, requesting the deletion of information about the firm’s old leadership from its website.</p><p>“Who can go to FTX.com and FTX US and remove the pictures and bios of the people under ‘about,’” he asked in a group chat with other executives.</p></body></html>","source":"smh_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Who Can Turn off the Websites?\": Inside Bankman-Fried’s Chaotic Final Days in Charge of FTX</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\">\n\"Who Can Turn off the Websites?\": Inside Bankman-Fried’s Chaotic Final Days in Charge of FTX\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.smh.com.au/business/companies/who-can-turn-off-the-websites-inside-bankman-fried-s-chaotic-final-days-in-charge-of-ftx-20221130-p5c2ct.html><strong>The Sydney Morning Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the cryptocurrency exchange FTX filed for bankruptcy on November 11, the company’s founder, Sam Bankman-Fried, announced the news in a contrite message on Twitter.But his attempt to calm the ...</p>\n\n<a href=\"https://www.smh.com.au/business/companies/who-can-turn-off-the-websites-inside-bankman-fried-s-chaotic-final-days-in-charge-of-ftx-20221130-p5c2ct.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.smh.com.au/business/companies/who-can-turn-off-the-websites-inside-bankman-fried-s-chaotic-final-days-in-charge-of-ftx-20221130-p5c2ct.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287859746","content_text":"When the cryptocurrency exchange FTX filed for bankruptcy on November 11, the company’s founder, Sam Bankman-Fried, announced the news in a contrite message on Twitter.But his attempt to calm the situation belied what had just taken place within the company. As the crisis unfolded, a group of FTX lawyers and executives moved to strip authority from Bankman-Fried and urged the company’s top leaders to prepare for bankruptcy. For days, Bankman-Fried ignored their warnings and clung to power, seemingly convinced that he could save the firm, despite mounting evidence to the contrary.Before his empire fell, FTX founder Sam Bankman-Fried had agreed to several deals that are now in limbo, including the purchase of Voyager.Credit:Bloomberg“The exchanges must be halted immediately,” Ryne Miller, a top FTX lawyer, wrote in an email to Bankman-Fried and other staff November 10. “The founding team is not currently in a cooperative posture.”Bankman-Fried eventually relented, stepping down as FTX’s chief executive and authorising the company to file for bankruptcy. Dozens of pages of internal company emails and texts obtained by The New York Times offer a detailed look at those chaotic final days, as messages flew back and forth among FTX officials who seemed to be growing increasingly irritated with the 30-year-old founder.Throughout, Bankman-Fried appeared deluded about FTX’s prospects, insisting that he could find a way to keep the company running, the documents show. A day before the bankruptcy filing, he told employees that he was trying to raise new funding, and as recently as last week he said he regretted authorising the bankruptcy.The messages reviewed by The Times and interviews with insiders show how a small group of lawyers and executives struggled to get through to Bankman-Fried, even appealing to his father as they pressed their case. While Bankman-Fried was scrambling to line up investors, Miller sent a text to top staff describing the prospect of a fundraise as “0% likelihood.”The push and pull continued into the early hours of November 11, when Miller sent a series of messages urging Bankman-Fried to sign papers so the company could file for bankruptcy.“Please can you sign the document,” he wrote at 2:29 a.m.FTX’s implosion has set off one of the worst upheavals in the history of crypto. Until this month, Bankman-Fried was regarded as one of the few trustworthy figures in a freewheeling, loosely regulated industry. He built a business empire, invested in smaller crypto firms and lobbied aggressively in Washington.Now his actions are devastating the industry. Hundreds of thousands of customers stored their funds on FTX, which provided a marketplace for people to buy and sell digital coins; the exchange owes its creditors an estimated $US8 billion ($12 billion). And since the implosion, several major crypto firms with close ties to FTX have come under mounting financial pressure, as fears grow that the collapse could cause other companies to fail. On Monday, the crypto lender BlockFi filed for bankruptcy, citing the fallout from FTX’s disintegration.The FTX saga has left the entire industry crypto industry rattled. Credit:GettyThe legal ramifications are only beginning to take shape. Justice Department prosecutors are investigating FTX’s downfall, focusing on whether the exchange broke the law by lending its customers’ funds to the hedge fund Alameda Research, which Bankman-Fried also founded and owned. In bankruptcy court, FTX’s new chief executive has harshly criticised Bankman-Fried’s management of the company, calling it a “complete failure of corporate control.”Reached by phone Sunday night, Bankman-Fried declined to address the messages that top executives exchanged leading up to the bankruptcy filing. But he said that even after FTX’s collapse, he had found “numerous parties” willing to invest funds. He declined to name any of the possible investors.Miller and an FTX spokesman declined to comment.The crisis began November 8, when Bankman-Fried announced that a run on deposits at FTX had forced him to sell the company to one of its bitterest rivals, Binance. For about a day, the deal raised the prospect that FTX could survive as part of a giant exchange run by Binance. But after reviewing FTX’s financial records, Binance pulled out of the agreement, citing issues with “corporate due diligence.”“Sam, I’m sorry,” Binance’s founder, Changpeng Zhao, wrote in a text message to Bankman-Fried. “But we won’t be able to continue this deal. Way too many issues. CZ.”With FTX swiftly unravelling, Miller tried to seize control of the situation. A former lawyer for the Commodity Futures Trading Commission, Miller had served as general counsel of FTX’s U.S. arm since August 2021. While he never belonged to Bankman-Fried’s main circle of advisers in the Bahamas, where FTX was based, he had accompanied the young executive in meetings with regulators in Washington.Early in the crisis, Caroline Ellison, the chief executive of Alameda, wrote in a group chat with Miller that she was “kinda worried that everyone is gonna quit/take time off,” adding an emoticon of a sweating face. Miller responded November 9 that FTX needed “a professional manager vested with decision-making authority.”That afternoon, Miller asked Bankman-Fried and two other executives to shut down trading on FTX’s platforms“Who can turn off the websites?” he asked in a group chat at 4:41 p.m.Two minutes later, he got a response from Constance Wang, FTX’s chief operating officer and one of Bankman-Fried’s top lieutenants.“Ryne, I love you,” she wrote, “but I don’t want to stop trying yet.”Miller and other FTX executives also urged Bankman-Fried to give up some control of his business empire. At one point, Zach Dexter, an executive who worked on FTX’s American business, asked Bankman-Fried to delegate authority over US operations to him and Miller. In an exchange on the messaging system Slack, Bankman-Fried at first appeared to dodge Dexter’s question. Instead, he responded with proposed language for a banner on FTX’s US website.Since the implosion, several major crypto firms with close ties to FTX have come under mounting financial pressure,Credit:APSoon other FTX officials joined in, urging Bankman-Fried to forgo some control.But Bankman-Fried seemed convinced he could save FTX. In a message to employees November 10, he announced that he was hoping to secure new financing from crypto entrepreneur Justin Sun. FTX had “a lot theoretically in and/or potentially for the raise,” he wrote.Behind the scenes, pressure was growing to appoint a new executive to lead the exchange. On the night of November 9, Andrew Dietderich, a lawyer at Sullivan & Cromwell, sent FTX executives the resume of John Jay Ray III, a corporate turnaround expert who had led the unwinding of Enron after the energy company’s collapse in an accounting scandal in 2001.“Sam this is an excellent pick and I wholeheartedly hope you sign this tonight,” Dexter wrote in an email on the evening of November 10. “The faster John is in place, the faster the company can resolve issues that require urgent progress.”A flurry of emails followed. In a message at 3:38 a.m. on November 11, Miller asked for an update on Bankman-Fried’s decision.“I am chatting with Sam,” responded Ken Ziman, a lawyer at the firm Paul Weiss who was representing Bankman-Fried.Ten minutes later, Ziman confirmed that Bankman-Fried had signed the document, authorising Ray to take over FTX. The company filed for bankruptcy a few hours later.Bankman-Fried was also frustrated. Despite giving up control of FTX, he continued contacting possible investors about new funding for the exchange. In a letter to former colleagues last week, he said he regretted filing for bankruptcy, claiming that “potential interest in billions of dollars of funding came in roughly eight minutes after I signed the Chapter 11 docs.”He presented no evidence for that claim, and in any case, FTX was no longer his company to run. On the morning of November 11, Miller moved quickly to make that clear, requesting the deletion of information about the firm’s old leadership from its website.“Who can go to FTX.com and FTX US and remove the pictures and bios of the people under ‘about,’” he asked in a group chat with other executives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953786554,"gmtCreate":1673330880379,"gmtModify":1676538819227,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953786554","repostId":"2302706729","repostType":4,"repost":{"id":"2302706729","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673317464,"share":"https://ttm.financial/m/news/2302706729?lang=&edition=fundamental","pubTime":"2023-01-10 10:24","market":"us","language":"en","title":"Tesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2302706729","media":"Dow Jones","summary":"It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of ","content":"<html><head></head><body><p>It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.</p><p>Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.</p><p>(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).</p><p>Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&amp;P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.</p><p>It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.</p><p>Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.</p><p>Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.</p><p>Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”</p><p>There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.</p><p>22V Research senior managing director and head of technical stock trading strategy, John Roque, told <i>Barron’s</i> it could be an oversold bounce.</p><p>Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.</p><p>“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.</p><p>Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.</p><p>“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.</p><p>There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.</p><p>Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&amp;P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.</p><p><i>Barron’s</i> now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.</p><p>Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.</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>Tesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Almost Up in 2023. There Are a Couple of Reasons for the Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-01-10 10:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.</p><p>Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.</p><p>(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).</p><p>Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&amp;P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.</p><p>It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.</p><p>Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.</p><p>Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.</p><p>Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”</p><p>There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.</p><p>22V Research senior managing director and head of technical stock trading strategy, John Roque, told <i>Barron’s</i> it could be an oversold bounce.</p><p>Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.</p><p>“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.</p><p>Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.</p><p>“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.</p><p>There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.</p><p>Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&amp;P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.</p><p><i>Barron’s</i> now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.</p><p>Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302706729","content_text":"It took two days for Tesla stock to enter a new bull market. That’s surprising action given some of the recent news, which hasn’t sounded good. But there are a few reasons why the shares are on the rise again.Tesla (ticker: TSLA) stock has risen about 20% from recent lows. Individual stocks, however, don’t really go into and out of bear and bull markets like stock indexes do. But using the bull market designation is a good way to illustrate just how crazy trading in Tesla stock has been recently.(A bear market is typically defined as a 20% drop from a high. A bull market starts when an index rises 20% from a low or retakes the old high).Tesla stock closed up 5.9% at $119.77. It had risen more than 9% earlier in the session. The S&P 500 and Dow Jones Industrial Average fell 0.1% and 0.3%, respectively.It’s quite a reversal for Tesla given how the stock started the year. Shares dropped 12.2% to start 2023 after Tesla reported weaker-than-expected fourth-quarter deliveries. Tesla delivered about 405,000 vehicles in the final three months of 2022. Wall Street was looking for about 420,000 units.Shares dropped as low as $103 on Friday, down almost 7% from Thursday’s closing level, after the company cut prices for its vehicles in China.Shares rallied off the low, however, and closed up 2.5%. Shares kept going Monday, reaching $123.52, up 34 cents from the level of $123.18 at which they closed out 2022.Tesla stock had turned positive for the year at one point on Monday, up about 20% from Friday’s 52-week low. That’s a “wow.”There isn’t much fundamental research to point to as a reason for the rally. Wall Street is still concerned with falling prices and demand for the entire car industry. Citi analyst Martin Wilkie, for instance, downgraded Renault (RNO.France) shares to Hold from Buy on Monday.22V Research senior managing director and head of technical stock trading strategy, John Roque, told Barron’s it could be an oversold bounce.Oversold is a term traders use to describe when a stock has gone down a lot, possibly too far, too fast. Tesla shares were badly beaten up, down about 75% from 52-week highs on Friday. They are still down about 30% over the past month.“Might be able to get to $150,” added Roque, who was also the technical analyst saying shares could hit $100 back when Tesla stock was still above $200.Short covering could help get the stock back to $150. Tesla was a very profitable trade for short sellers—people betting a stock will fall—in 2022.“Today’s [move] in [Tesla’s] stock price could force some short covering as short sellers look to realize some of the mark-to-market gains,” says Ihor Dusaniwsky, managing director at short-selling data provide S3 Partners. He notes that short sellers added to their bearish Tesla bets early in 2023; closing out those positions involved buying the stock.There is also the end of tax-loss selling to consider. Tesla stock was down about 65% in 2022. Realizing losses can always be used by investors to offset tax liability from selling winners. It’s another nonfundamental way to view the recent bounce in Tesla stock.Whatever the reason, the rally is substantial. Tesla stock was the best performer in the S&P 500 and Nasdaq 100 on Monday, according to Dow Jones Market Data.Barron’s now has some skin in the game too. We wrote positively about the stock on Jan. 6, believing recent declines made the stock attractive despite industry headwinds such as rising interest rates, parts shortages, and a slowing global economy.Time will tell if that call is a good one. The recent rally doesn’t answer any questions investors have about the economy, competition, or new vehicles coming from Tesla. Investors will hear from Tesla on Jan. 25, when the company reports its fourth-quarter numbers, and again on March 1 when it hosts an investor day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959602842,"gmtCreate":1672965347386,"gmtModify":1676538763773,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959602842","repostId":"2301916295","repostType":4,"repost":{"id":"2301916295","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672957833,"share":"https://ttm.financial/m/news/2301916295?lang=&edition=fundamental","pubTime":"2023-01-06 06:30","market":"us","language":"en","title":"US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=2301916295","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declin","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</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>US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening</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\">\nUS STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4122":"互联网与直销零售","LU0109392836.USD":"富兰克林科技股A","BK4561":"索罗斯持仓",".SPX":"S&P 500 Index","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4554":"元宇宙及AR概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4128":"药品零售","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4007":"制药","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4196":"保健护理服务","BK4535":"淡马锡持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4082":"医疗保健设备",".DJI":"道琼斯","BK4559":"巴菲特持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4579":"人工智能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301916295","content_text":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.Thursday's ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.\"It's very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,\" said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.\"As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,\" said that strategist who expects investors to be keenly focused on wage inflation in Friday's jobs report.The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.While Saglimbene noted that Bullard's comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.Among the S&P's 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday's sector losses with a 2.9% drop, with utilities came next, falling 2.2%.The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.On Wednesday, Wall Street's main indexes had erased some of their gains after minutes from the Fed's December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank's priority was to curb inflation through policy tightening.Traders see rates peaking at slightly above 5% in June.The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.Walgreens Boots Alliance Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.Shares in Bed Bath & Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924123227,"gmtCreate":1672200691770,"gmtModify":1676538651657,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924123227","repostId":"1147971350","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927986015,"gmtCreate":1672370576538,"gmtModify":1676538680551,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927986015","repostId":"1145816205","repostType":4,"repost":{"id":"1145816205","kind":"news","pubTimestamp":1672365630,"share":"https://ttm.financial/m/news/1145816205?lang=&edition=fundamental","pubTime":"2022-12-30 10:00","market":"us","language":"en","title":"Retail Investors Took a Beating in 2022. Will It Continue in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816205","media":"Bloomberg","summary":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street t","content":"<html><head></head><body><p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/793c150da15dc4cba7b5c08f63fc2555\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Photographer: Xavier Lorenzo/Moment RF/Getty Images</span></p><p>The era of easy returns came to a screeching halt in 2022.</p><p>Stocks were hammered with the S&amp;P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.</p><p>The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.</p><p>Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.</p><h2>Cash</h2><p>Wall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.</p><p>“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”</p><h2>I Bonds</h2><p>US Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.</p><p>While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.</p><h2>Energy</h2><p>There was a clear winner in the stock market this year: energy companies.</p><p>Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&amp;P 500 energy companies surging more than 57%.</p><p>Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.</p><h2>Tech Stocks</h2><p>If the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.</p><p>The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.</p><p>Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.</p><p>Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.</p><p>“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.</p><h2>Crypto</h2><p>It was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.</p><p>Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.</p><p>NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.</p><h2>Meme Stocks</h2><p>Meme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.</p><p>With higher interest rates and inflation squeezing consumers, Bed Bath &amp; Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.</p><p>“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail Investors Took a Beating in 2022. Will It Continue in 2023?</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\">\nRetail Investors Took a Beating in 2022. Will It Continue in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145816205","content_text":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a screeching halt in 2022.Stocks were hammered with the S&P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.CashWall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”I BondsUS Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.EnergyThere was a clear winner in the stock market this year: energy companies.Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&P 500 energy companies surging more than 57%.Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.Tech StocksIf the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.CryptoIt was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.Meme StocksMeme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.With higher interest rates and inflation squeezing consumers, Bed Bath & Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928930327,"gmtCreate":1671161320269,"gmtModify":1676538501800,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928930327","repostId":"2291153000","repostType":4,"repost":{"id":"2291153000","kind":"news","pubTimestamp":1671152835,"share":"https://ttm.financial/m/news/2291153000?lang=&edition=fundamental","pubTime":"2022-12-16 09:07","market":"us","language":"en","title":"Stock Market Traders Discover That Bad News Is Bad After All","url":"https://stock-news.laohu8.com/highlight/detail?id=2291153000","media":"Bloomberg","summary":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, sa","content":"<html><head></head><body><ul><li>Concern is growth and what will happen to economy: Mahajan</li><li>The bottom isn’t in yet for the market, says Lovell at UBS</li></ul><p>Order is being restored in financial markets, a frightening development for equity bulls.</p><p>For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.</p><p>Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&amp;P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.</p><p>“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”</p><p><img src=\"https://static.tigerbbs.com/53d23fd0d5e7c8cff39bf6af275f2547\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.</p><p>Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.</p><p>“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”</p><p>The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&amp;P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.</p><p>On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.</p><p>The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.</p><p>“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”</p><p>“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Traders Discover That Bad News Is Bad After All</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\">\nStock Market Traders Discover That Bad News Is Bad After All\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4111":"出版","BK4166":"消费信贷",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291153000","content_text":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity bulls.For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986604736,"gmtCreate":1666933922126,"gmtModify":1676537834506,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9986604736","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</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>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968813813,"gmtCreate":1669172605032,"gmtModify":1676538162561,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968813813","repostId":"2285383688","repostType":4,"repost":{"id":"2285383688","kind":"highlight","pubTimestamp":1669183128,"share":"https://ttm.financial/m/news/2285383688?lang=&edition=fundamental","pubTime":"2022-11-23 13:58","market":"us","language":"en","title":"Warren Buffett Now Owns 20% or More of These 5 Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=2285383688","media":"Motley Fool","summary":"Which are these big Buffett bets are the best picks for investors?","content":"<html><head></head><body><p>When Warren Buffett buys shares of any company, it makes news. And the legendary investor has been busy buying lately. <b>Berkshire Hathaway</b> added to its positions in several companies in the third quarter of 2022.</p><p>But what doesn&#39;t always receive as much attention is which companies Buffett influences the most -- the ones where Berkshire owns the largest stakes. Buffett now owns 20% or more of these five companies.</p><h2>Long-time positions</h2><p>There are four companies in Buffett&#39;s portfolio of which Berkshire has owned at least 20% for quite a while. Buffett first bought shares of <b>American Express</b> way back in 1964. He made a boatload of money from the investment but sold the stock within a few years.</p><p>Buffett regained an interest in AmEx in 1993. It&#39;s now Berkshire&#39;s second longest-held position. AmEx ranks as the fifth largest holding in the giant conglomerate&#39;s portfolio. But although Berkshire has a 20.3% stake in American Express, its agreement with the company is to always vote most of its shares in accordance with the recommendation of AmRx&#39;s board of directors as long as Stephen Squeri is CEO.</p><p>Berkshire has a 40.1% stake in <b>Davita</b>. It owns more of the dialysis services provider than any other company that it isn&#39;t a Berkshire subsidiary. Buffett first invested in Davita in 2011.</p><p>If you look at the list of Berkshire Hathaway&#39;s subsidiaries on the company&#39;s website, you&#39;ll find <b>Kraft Heinz</b>. However, Berkshire&#39;s stake in the food company is actually only 26.6%. Buffett initially bought H. J. Heinz in 2013 and went along with Heinz&#39;s merger with Kraft Foods in 2015.</p><p>Berkshire owns shares of several <a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Media stocks. Its biggest position among the group is in <b><a href=\"https://laohu8.com/S/LSXMR\">Liberty Media Corp</a> Series A</b> with a 20.6% stake. Berkshire also owns a 19.8% stake in <b>Liberty SiriusXM Group</b> and a 3.7% stake in <b>Formula One Group</b>, both of which are Liberty Media tracking stocks.</p><h2>Bulking up</h2><p>During the first half of 2022, Berkshire bought around 17% of the outstanding shares of <b>Occidental Petroleum</b>. But Buffett kept on buying the oil stock during the third quarter. Berkshire now owns a 21.4% stake in Occidental.</p><p>Don&#39;t be surprised if Buffett buys even more. In August, Berkshire secured approval from the Federal Energy Regulatory Commission (FERC) to acquire up to 50% of Occidental.</p><h2>Best bets?</h2><p>Which of these high-stake Buffett stocks are the best bets for regular investors? I think Occidental ranks as the best near-term play.</p><p>Berkshire&#39;s likely further purchases of Occidental stock could push the share price higher. The tailwinds from high fuel prices will probably continue as well. Despite its huge gain of nearly 150% so far this year, Occidental&#39;s shares still trade at 10.4 times expected earnings. Its enterprise value-to-free-cash-flow multiple also stands at an attractive level of 7.0.</p><p>However, oil stocks like Occidental will probably become increasingly riskier over the long term. The shift to renewable energy sources will take years, but it&#39;s inevitable. Even though Occidental is investing in carbon capture projects and other clean energy efforts, the stock might not be as great of a pick 10 years from now as it is today.</p><p>So which of the other stocks in which Berkshire owns stakes of 20% or more is the best long-term pick? My vote goes to American Express.</p><p>Sure, AmEx stock is down year to date. However, it&#39;s easily beating the overall market. More importantly, the company&#39;s long-term prospects remain bright. Credit card use should continue to increase. Businesses, in particular, will almost certainly continue to flock to American Express.</p><p>Buffett has made a lot of money through the years from his investment in AmEx. I think that he will continue to do so.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Now Owns 20% or More of These 5 Companies</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\">\nWarren Buffett Now Owns 20% or More of These 5 Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/22/warren-buffett-now-owns-20-percent-5-companies/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys shares of any company, it makes news. And the legendary investor has been busy buying lately. Berkshire Hathaway added to its positions in several companies in the third ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/warren-buffett-now-owns-20-percent-5-companies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVA":"达维塔保健","OXY":"西方石油","KHC":"卡夫亨氏","SIRI":"Sirius XM Holdings Inc.","FORTY":"配方系统","AXP":"美国运通","LSXMA":"Liberty Media Corporation Series A"},"source_url":"https://www.fool.com/investing/2022/11/22/warren-buffett-now-owns-20-percent-5-companies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285383688","content_text":"When Warren Buffett buys shares of any company, it makes news. And the legendary investor has been busy buying lately. Berkshire Hathaway added to its positions in several companies in the third quarter of 2022.But what doesn't always receive as much attention is which companies Buffett influences the most -- the ones where Berkshire owns the largest stakes. Buffett now owns 20% or more of these five companies.Long-time positionsThere are four companies in Buffett's portfolio of which Berkshire has owned at least 20% for quite a while. Buffett first bought shares of American Express way back in 1964. He made a boatload of money from the investment but sold the stock within a few years.Buffett regained an interest in AmEx in 1993. It's now Berkshire's second longest-held position. AmEx ranks as the fifth largest holding in the giant conglomerate's portfolio. But although Berkshire has a 20.3% stake in American Express, its agreement with the company is to always vote most of its shares in accordance with the recommendation of AmRx's board of directors as long as Stephen Squeri is CEO.Berkshire has a 40.1% stake in Davita. It owns more of the dialysis services provider than any other company that it isn't a Berkshire subsidiary. Buffett first invested in Davita in 2011.If you look at the list of Berkshire Hathaway's subsidiaries on the company's website, you'll find Kraft Heinz. However, Berkshire's stake in the food company is actually only 26.6%. Buffett initially bought H. J. Heinz in 2013 and went along with Heinz's merger with Kraft Foods in 2015.Berkshire owns shares of several Liberty Media stocks. Its biggest position among the group is in Liberty Media Corp Series A with a 20.6% stake. Berkshire also owns a 19.8% stake in Liberty SiriusXM Group and a 3.7% stake in Formula One Group, both of which are Liberty Media tracking stocks.Bulking upDuring the first half of 2022, Berkshire bought around 17% of the outstanding shares of Occidental Petroleum. But Buffett kept on buying the oil stock during the third quarter. Berkshire now owns a 21.4% stake in Occidental.Don't be surprised if Buffett buys even more. In August, Berkshire secured approval from the Federal Energy Regulatory Commission (FERC) to acquire up to 50% of Occidental.Best bets?Which of these high-stake Buffett stocks are the best bets for regular investors? I think Occidental ranks as the best near-term play.Berkshire's likely further purchases of Occidental stock could push the share price higher. The tailwinds from high fuel prices will probably continue as well. Despite its huge gain of nearly 150% so far this year, Occidental's shares still trade at 10.4 times expected earnings. Its enterprise value-to-free-cash-flow multiple also stands at an attractive level of 7.0.However, oil stocks like Occidental will probably become increasingly riskier over the long term. The shift to renewable energy sources will take years, but it's inevitable. Even though Occidental is investing in carbon capture projects and other clean energy efforts, the stock might not be as great of a pick 10 years from now as it is today.So which of the other stocks in which Berkshire owns stakes of 20% or more is the best long-term pick? My vote goes to American Express.Sure, AmEx stock is down year to date. However, it's easily beating the overall market. More importantly, the company's long-term prospects remain bright. Credit card use should continue to increase. Businesses, in particular, will almost certainly continue to flock to American Express.Buffett has made a lot of money through the years from his investment in AmEx. I think that he will continue to do so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963952075,"gmtCreate":1668573318997,"gmtModify":1676538078606,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963952075","repostId":"2283242141","repostType":4,"repost":{"id":"2283242141","kind":"highlight","pubTimestamp":1668569026,"share":"https://ttm.financial/m/news/2283242141?lang=&edition=fundamental","pubTime":"2022-11-16 11:23","market":"us","language":"en","title":"Taiwan Semiconductor: Warren Buffett Is Right On The Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2283242141","media":"Seeking Alpha","summary":"Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of sha","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (&#34;TSMC&#34;), as shown in its Q3 13F filing. While Buffett is not exactly the most tech-savvy investor, and the decision could&#39;ve been made by his top lieutenants Todd Combs and Ted Weschler, Buffett is very well known as a value investor who knows how to spot companies with favorable long-term prospects, strong financials, and an attractive valuation. Let&#39;s go through each of these qualities to understand why TSMC made Berkshire&#39;s buy list.</p><h2>1. Favorable long-term prospects</h2><p>TSMC is the world&#39;s largest contract chip manufacturer and commands over 55% of the foundry market. At the leading edge, TSMC is the undisputed leader (competitive analysis here), with an 85% market share in the 7nm process node and 90% in the 5nm process. The most advanced 3nm process is already in volume production in the current quarter, with revenue contribution expected in 2023 (3Q22 earnings analysis here). Should its closest competitor Samsung (OTCPK:SSNLF) continue to struggle with yield issues at the most leading edge, TSMC could virtually have a monopoly in the 3nm process node, where Apple (AAPL) is expected to be the first major customer.</p><p>While the industry is currently going through an inventory correction phase where smartphone and PC customers have been cutting orders, TSMC&#39;s technology leadership puts the company in a favorable spot to benefit from the secular trend towards higher silicon content in almost all digital devices, from laptops to server network processors. In 2022, the HPC platform as a percentage of total revenue exceeded the Smartphone platform for the first time in Q1.</p><p>Despite Gartner forecasts that the semiconductor industry will contract by 2.5% in 2023, TSMC sees 2023 as a growth year given that HPC is expected to be the major growth driver thanks to applications in AI, 5G, datacenters, smart cars, VR/AR, and connected devices. While the Automotive platform is still early at 5% of TSMC&#39;s revenue, this could potentially become a meaningful growth contributor as automakers embrace more semiconductor chips in the transition towards electric vehicles (&#34;EVs&#34;). All told, digital transformation is here to stay post-Covid, and the demand for higher silicon content and faster computing power remains a structural vs. cyclical tailwind for TSMC.</p><h2>2. Strong financials</h2><p>TSMC is an extremely well-managed business with a strong margin profile and a solid balance sheet. As an industry-leader in semiconductor manufacturing, TSMC boasts an average gross margin of 50% over the last 5 years and is expected to deliver GM of 55% in 2022. While management&#39;s longer-term GM target of 53%+ may face some downward pressure in 2023 due to higher N3 depreciation (2-3% impact) and lower N7 capacity utilization amidst inventory adjustments in the consumer electronics market, anywhere above 50% in the current down cycle is highly respectable.</p><p>During the 2008 financial crisis, TSMC was able to maintain a very strong margin profile where GM fell just 1.5 points from 44% in 2007 to 42.5% in 2008 and subsequently recovered to 43.7% in 2009 and 49.4% in 2010. On the bottom line, net margin fell from 33.8% in 2007 to 30% in 2008/09, but saw a strong recovery to 38.5% in 2010. While history does not guarantee future results, it should give investors a sense of how TSMC will manage through the next recession.</p><p>Turning to the balance sheet, TSMC is by no means an asset-light business considering hard assets (net property, plant &amp; equipment) make up 55% of total assets. While chip manufacturing is a capital-intensive activity where tens of billions must be spent on developing new technology and building new capacity, TSMC has historically maintained a highly liquid balance sheet where cash easily represents over 25% of total asset. The company also exited Q3 with $47 billion in cash and short-term investments against $27 billion in total debt. Needless to say, TSMC is in an extremely strong financial position as the industry enters a downturn.</p><h2>3. Attractive valuation</h2><p>Let me start this section by asking how many companies can be the absolute leaders in their respective space, command a 50%+/35%+ gross/net margin, own a fortress balance sheet, yet still trade at a significant discount to peers? The answer is not many, and TSMC certainly belongs to the list. Prior to Berkshire&#39;s disclosure, TSMC was trading at 12x 2023 consensus EPS of $6.00, which is a massive discount to Western semiconductor names like ASML (ASML)/Nvidia (NVDA)/AMD (AMD)/Intel (INTC) at 30x/37x/20x/15x.</p><h2>Conclusion</h2><p>Warren Buffett is famously known for buying companies with favorable long-term prospects, strong profitability, a healthy balance sheet, and an attractive valuation. TSMC deservedly passed all the tests when shares suffered a massive selloff in Q3, and it&#39;s my view that Berkshire Hathaway will be handsomely rewarded once the market gets through the current industry downturn and fears over the geopolitical side of the story.</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>Taiwan Semiconductor: Warren Buffett Is Right On The Money</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\">\nTaiwan Semiconductor: Warren Buffett Is Right On The Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\"), as shown in its Q3 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4558091-taiwan-semiconductor-warren-buffett-is-right-on-the-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283242141","content_text":"Warren Buffett's Berkshire Hathaway Inc. (BRK.A, BRK.B) recently purchased $4.1 billion worth of shares of $Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\"), as shown in its Q3 13F filing. While Buffett is not exactly the most tech-savvy investor, and the decision could've been made by his top lieutenants Todd Combs and Ted Weschler, Buffett is very well known as a value investor who knows how to spot companies with favorable long-term prospects, strong financials, and an attractive valuation. Let's go through each of these qualities to understand why TSMC made Berkshire's buy list.1. Favorable long-term prospectsTSMC is the world's largest contract chip manufacturer and commands over 55% of the foundry market. At the leading edge, TSMC is the undisputed leader (competitive analysis here), with an 85% market share in the 7nm process node and 90% in the 5nm process. The most advanced 3nm process is already in volume production in the current quarter, with revenue contribution expected in 2023 (3Q22 earnings analysis here). Should its closest competitor Samsung (OTCPK:SSNLF) continue to struggle with yield issues at the most leading edge, TSMC could virtually have a monopoly in the 3nm process node, where Apple (AAPL) is expected to be the first major customer.While the industry is currently going through an inventory correction phase where smartphone and PC customers have been cutting orders, TSMC's technology leadership puts the company in a favorable spot to benefit from the secular trend towards higher silicon content in almost all digital devices, from laptops to server network processors. In 2022, the HPC platform as a percentage of total revenue exceeded the Smartphone platform for the first time in Q1.Despite Gartner forecasts that the semiconductor industry will contract by 2.5% in 2023, TSMC sees 2023 as a growth year given that HPC is expected to be the major growth driver thanks to applications in AI, 5G, datacenters, smart cars, VR/AR, and connected devices. While the Automotive platform is still early at 5% of TSMC's revenue, this could potentially become a meaningful growth contributor as automakers embrace more semiconductor chips in the transition towards electric vehicles (\"EVs\"). All told, digital transformation is here to stay post-Covid, and the demand for higher silicon content and faster computing power remains a structural vs. cyclical tailwind for TSMC.2. Strong financialsTSMC is an extremely well-managed business with a strong margin profile and a solid balance sheet. As an industry-leader in semiconductor manufacturing, TSMC boasts an average gross margin of 50% over the last 5 years and is expected to deliver GM of 55% in 2022. While management's longer-term GM target of 53%+ may face some downward pressure in 2023 due to higher N3 depreciation (2-3% impact) and lower N7 capacity utilization amidst inventory adjustments in the consumer electronics market, anywhere above 50% in the current down cycle is highly respectable.During the 2008 financial crisis, TSMC was able to maintain a very strong margin profile where GM fell just 1.5 points from 44% in 2007 to 42.5% in 2008 and subsequently recovered to 43.7% in 2009 and 49.4% in 2010. On the bottom line, net margin fell from 33.8% in 2007 to 30% in 2008/09, but saw a strong recovery to 38.5% in 2010. While history does not guarantee future results, it should give investors a sense of how TSMC will manage through the next recession.Turning to the balance sheet, TSMC is by no means an asset-light business considering hard assets (net property, plant & equipment) make up 55% of total assets. While chip manufacturing is a capital-intensive activity where tens of billions must be spent on developing new technology and building new capacity, TSMC has historically maintained a highly liquid balance sheet where cash easily represents over 25% of total asset. The company also exited Q3 with $47 billion in cash and short-term investments against $27 billion in total debt. Needless to say, TSMC is in an extremely strong financial position as the industry enters a downturn.3. Attractive valuationLet me start this section by asking how many companies can be the absolute leaders in their respective space, command a 50%+/35%+ gross/net margin, own a fortress balance sheet, yet still trade at a significant discount to peers? The answer is not many, and TSMC certainly belongs to the list. Prior to Berkshire's disclosure, TSMC was trading at 12x 2023 consensus EPS of $6.00, which is a massive discount to Western semiconductor names like ASML (ASML)/Nvidia (NVDA)/AMD (AMD)/Intel (INTC) at 30x/37x/20x/15x.ConclusionWarren Buffett is famously known for buying companies with favorable long-term prospects, strong profitability, a healthy balance sheet, and an attractive valuation. TSMC deservedly passed all the tests when shares suffered a massive selloff in Q3, and it's my view that Berkshire Hathaway will be handsomely rewarded once the market gets through the current industry downturn and fears over the geopolitical side of the story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902896185,"gmtCreate":1659665510049,"gmtModify":1705299554876,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902896185","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","kind":"news","pubTimestamp":1659664618,"share":"https://ttm.financial/m/news/1139151693?lang=&edition=fundamental","pubTime":"2022-08-05 09:56","market":"other","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500&#39;s risk-premium spells danger.</li><li>The market&#39;s enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren&#39;t conducive to another expansionary monetary policy cycle.</li><li>Don&#39;t confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&amp;P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we&#39;ll once again assume the SPY and S&amp;P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&amp;P 500&#39;s expected return. The whole &#39;recipe&#39; can be found via this link if you&#39;re interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they&#39;re willing to take. Here&#39;s what I discovered by observing the latest quarterly shift in the S&amp;P 500&#39;s risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy&#39;s contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I&#39;d like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let&#39;s get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we&#39;ve all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market&#39;s priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There&#39;s uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it&#39;s just my take on the recent bounce and related factors such as the broader economy and 2020&#39;s bear market.</p><p>Firstly, I&#39;ve seen many investors compare this bear market to 2020. However, there&#39;s no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can&#39;t be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020&#39;s bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there&#39;s been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we&#39;ll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a&#34;wealth effect&#34;settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I&#39;ve repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it&#39;s assumed that the market&#39;s P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won&#39;t be too sure.</p><p><b>A Few Positives</b></p><p>Although I&#39;ve already mentioned a few positives, it&#39;s necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&amp;P 500&#39;s P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you&#39;re a value investor, you&#39;d probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&amp;P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you&#39;re a believer in looking at past prices to predict future prices, you&#39;ll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don&#39;t like the S&amp;P 500&#39;s risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&amp;P 500 stocks and their dividend yields could fade soon.</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>The SPY's Risk-Premium Spells Danger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958282717,"gmtCreate":1673749321440,"gmtModify":1676538881101,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958282717","repostId":"1173773008","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981609387,"gmtCreate":1666486133349,"gmtModify":1676537760230,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981609387","repostId":"2277553762","repostType":4,"repost":{"id":"2277553762","kind":"highlight","pubTimestamp":1666483064,"share":"https://ttm.financial/m/news/2277553762?lang=&edition=fundamental","pubTime":"2022-10-23 07:57","market":"us","language":"en","title":"Watch These Retail Stocks to Defy Consumer Spending Worries and Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=2277553762","media":"seekingalpha","summary":"The early round of earnings reports in the retail sector showed some pockets of consumer strength ev","content":"<html><head></head><body><p>The early round of earnings reports in the retail sector showed some pockets of consumer strength even with forecasts for holiday spending being reeled in. The biggest pullout so far may be that travel spending is still very strong with American Airline (AAL), <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> (DAL), United Airlines (UAL), and <a href=\"https://laohu8.com/S/ALK\">Alaska Air</a> Group (ALK) all pointing to strong booking trends into Q4 even with fares elevated.</p><p>While there are enough dizzying macro headwinds to be concerned about overall trends for retail giants like <a href=\"https://laohu8.com/S/TGT\">Target</a> (TGT), Walmart (WMT), and <a href=\"https://laohu8.com/S/COST\">Costco</a> (COST) - Jefferies took on the question of where else outside of travel that consumer discretionary spending is looking surprisingly strong.</p><p>The firm&#39;s data picked up strong interest in offerings for McDonald&#39;s (NYSE:MCD), driven by the introduction of a limited-edition adult happy meal released through a partnership with the Cactus Plant Flea Market fashion brand. <a href=\"https://laohu8.com/S/YUM\">Yum</a> Brands&#39; (YUM) chains also saw an increase in website and social media interest that bodes well. Across the restaurant industry, analyst Andy Barish continues to expect demand to remain strong based off strong household balance sheets and analysis of same-store sales data across the fast food, fast casual and casual dining categories.</p><p>In the casino sector, the Jefferies scan of Internet data indicated strong momentum for <a href=\"https://laohu8.com/S/RRR\">Red Rock Resorts</a> (RRR) in particular. Analyst Cassandra Lee&#39;s bullish thesis on RRR is based on the company&#39;s positioning in the local Las Vegas market, which is seeing population growth ahead of the U.S. average.</p><p>A standout in the leisure sector is <a href=\"https://laohu8.com/S/BC\">Brunswick</a> (BC) based on tracking from Jefferies on social media trends. Analyst Anna Glaessgen thinks Brunswick (BC) has continued to benefit from a younger, digitally active customer base becoming more involved in boating. BC is expected to continue to grab leisure wallet share as it brings in new customers.</p><p>Jefferies also dug out an interesting trend with consumer staples. The new Downy Rinse and Refresh capture product launch has appeared to capture consumer interest with strong search and web traffic rolling in for Procter &amp; Gamble (PG). Analyst Kevin Grundy also pointed to high web traffic for <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a> (CL), which has continued to show momentum in its personal care portfolio.</p><p>As for food trends, Jefferies pointed to elevated web traffic for <a href=\"https://laohu8.com/S/MKC\">McCormick</a> &amp; Company (MKC) and Conagra (CAG), with the latter&#39;s boost seen being tied to the release of new varieties of sunflower seeds and pudding cups in partnership with popular brands Frank’s RedHot, Starburst, Fruity Pebbles and Cinnabon.</p><p>Other companies that have seen a notable increase in web traffic and social media interest includes <a href=\"https://laohu8.com/S/LIND\">Lindblad Expeditions</a> (LIND), PriceSmart (PSMT), Denny&#39;s (DENN), and e.l.f. Beauty (ELF), Carter&#39;s (CRI), which may be benefiting from trade-down spending patterns with consumers.</p><p>See a list of the top consumer discretionary stocks by Seeking Alpha Quant Rating.</p><p>See a product or company that appears poised to take off? Add your own consumer discretionary sleeper to the comment stream.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Watch These Retail Stocks to Defy Consumer Spending Worries and Outperform</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\">\nWatch These Retail Stocks to Defy Consumer Spending Worries and Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3893894-watch-these-retail-stocks-to-defy-consumer-spending-worries-and-outperform><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The early round of earnings reports in the retail sector showed some pockets of consumer strength even with forecasts for holiday spending being reeled in. The biggest pullout so far may be that ...</p>\n\n<a href=\"https://seekingalpha.com/news/3893894-watch-these-retail-stocks-to-defy-consumer-spending-worries-and-outperform\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/news/3893894-watch-these-retail-stocks-to-defy-consumer-spending-worries-and-outperform","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2277553762","content_text":"The early round of earnings reports in the retail sector showed some pockets of consumer strength even with forecasts for holiday spending being reeled in. The biggest pullout so far may be that travel spending is still very strong with American Airline (AAL), Delta Air Lines (DAL), United Airlines (UAL), and Alaska Air Group (ALK) all pointing to strong booking trends into Q4 even with fares elevated.While there are enough dizzying macro headwinds to be concerned about overall trends for retail giants like Target (TGT), Walmart (WMT), and Costco (COST) - Jefferies took on the question of where else outside of travel that consumer discretionary spending is looking surprisingly strong.The firm's data picked up strong interest in offerings for McDonald's (NYSE:MCD), driven by the introduction of a limited-edition adult happy meal released through a partnership with the Cactus Plant Flea Market fashion brand. Yum Brands' (YUM) chains also saw an increase in website and social media interest that bodes well. Across the restaurant industry, analyst Andy Barish continues to expect demand to remain strong based off strong household balance sheets and analysis of same-store sales data across the fast food, fast casual and casual dining categories.In the casino sector, the Jefferies scan of Internet data indicated strong momentum for Red Rock Resorts (RRR) in particular. Analyst Cassandra Lee's bullish thesis on RRR is based on the company's positioning in the local Las Vegas market, which is seeing population growth ahead of the U.S. average.A standout in the leisure sector is Brunswick (BC) based on tracking from Jefferies on social media trends. Analyst Anna Glaessgen thinks Brunswick (BC) has continued to benefit from a younger, digitally active customer base becoming more involved in boating. BC is expected to continue to grab leisure wallet share as it brings in new customers.Jefferies also dug out an interesting trend with consumer staples. The new Downy Rinse and Refresh capture product launch has appeared to capture consumer interest with strong search and web traffic rolling in for Procter & Gamble (PG). Analyst Kevin Grundy also pointed to high web traffic for Colgate-Palmolive (CL), which has continued to show momentum in its personal care portfolio.As for food trends, Jefferies pointed to elevated web traffic for McCormick & Company (MKC) and Conagra (CAG), with the latter's boost seen being tied to the release of new varieties of sunflower seeds and pudding cups in partnership with popular brands Frank’s RedHot, Starburst, Fruity Pebbles and Cinnabon.Other companies that have seen a notable increase in web traffic and social media interest includes Lindblad Expeditions (LIND), PriceSmart (PSMT), Denny's (DENN), and e.l.f. Beauty (ELF), Carter's (CRI), which may be benefiting from trade-down spending patterns with consumers.See a list of the top consumer discretionary stocks by Seeking Alpha Quant Rating.See a product or company that appears poised to take off? Add your own consumer discretionary sleeper to the comment stream.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981347008,"gmtCreate":1666407035104,"gmtModify":1676537753333,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981347008","repostId":"2277025934","repostType":4,"repost":{"id":"2277025934","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666400250,"share":"https://ttm.financial/m/news/2277025934?lang=&edition=fundamental","pubTime":"2022-10-22 08:57","market":"us","language":"en","title":"Fed's Rate Debate Shifts to How, and When, to Slow Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2277025934","media":"Reuters","summary":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next mont","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>&#34;This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,&#34; St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it &#34;really challenging&#34; for the central bank to step down from its rate hikes, Daly said &#34;the time is now to start talking about stepping down. The time is now to start planning for stepping down.&#34;</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized &#34;nonlinear&#34; risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>&#34;It really does begin to weigh on the economy,&#34; Evans said. Even with the existing rate outlook, it was a &#34;closer call than normal&#34; whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching &#34;at some point.&#34;</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed&#39;s most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he&#39;d prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers&#39; preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much &#34;tighter&#34; than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as &#34;weighted to the upside.&#34;</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won&#39;t want the public to equate smaller future hikes with a true policy &#34;pivot&#34; or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month&#39;s meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed&#39;s work is done.</p><p>&#34;How do you step down without giving external observers, financial markets, the wrong impression?&#34; Evans said. &#34;I think that puts a premium on explaining where we think we are, what we&#39;re expecting inflation to be doing, and when you&#39;re going to be willing to say &#39;I think I&#39;ve got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.&#39; It&#39;s hard. That&#39;s a hard discussion.&#34;</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>Fed's Rate Debate Shifts to How, and When, to Slow Down</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\">\nFed's Rate Debate Shifts to How, and When, to Slow Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>&#34;This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,&#34; St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it &#34;really challenging&#34; for the central bank to step down from its rate hikes, Daly said &#34;the time is now to start talking about stepping down. The time is now to start planning for stepping down.&#34;</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized &#34;nonlinear&#34; risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>&#34;It really does begin to weigh on the economy,&#34; Evans said. Even with the existing rate outlook, it was a &#34;closer call than normal&#34; whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching &#34;at some point.&#34;</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed&#39;s most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he&#39;d prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers&#39; preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much &#34;tighter&#34; than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as &#34;weighted to the upside.&#34;</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won&#39;t want the public to equate smaller future hikes with a true policy &#34;pivot&#34; or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month&#39;s meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed&#39;s work is done.</p><p>&#34;How do you step down without giving external observers, financial markets, the wrong impression?&#34; Evans said. &#34;I think that puts a premium on explaining where we think we are, what we&#39;re expecting inflation to be doing, and when you&#39;re going to be willing to say &#39;I think I&#39;ve got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.&#39; It&#39;s hard. That&#39;s a hard discussion.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277025934","content_text":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.\"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,\" St. Louis Fed President James Bullard said in a Reuters interview last week.San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it \"really challenging\" for the central bank to step down from its rate hikes, Daly said \"the time is now to start talking about stepping down. The time is now to start planning for stepping down.\"Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized \"nonlinear\" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.\"It really does begin to weigh on the economy,\" Evans said. Even with the existing rate outlook, it was a \"closer call than normal\" whether recession can be avoided.With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching \"at some point.\"Powell has not spoken publicly about monetary policy since then.INFLATION SURPRISESData on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much \"tighter\" than anticipated as high demand strains against potential output that may be more limited than thought.But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as \"weighted to the upside.\"In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy \"pivot\" or a softened stance on inflation - a tricky point to communicate.Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.\"How do you step down without giving external observers, financial markets, the wrong impression?\" Evans said. \"I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990636924,"gmtCreate":1660348520970,"gmtModify":1676533454090,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990636924","repostId":"2259809726","repostType":4,"repost":{"id":"2259809726","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660345157,"share":"https://ttm.financial/m/news/2259809726?lang=&edition=fundamental","pubTime":"2022-08-13 06:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows","url":"https://stock-news.laohu8.com/highlight/detail?id=2259809726","media":"Reuters","summary":"* Nasdaq, S&P 500 post longest weekly win streaks since November* S&P 500 recovers 50% of bear marke","content":"<html><head></head><body><p>* Nasdaq, S&amp;P 500 post longest weekly win streaks since November</p><p>* S&amp;P 500 recovers 50% of bear market losses</p><p>* S&amp;P 500 is up 17.7% from a mid-June low</p><p>NEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&amp;P 500 and the Nasdaq to post their fourth straight week of gains.</p><p>The S&amp;P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.</p><p>The S&amp;P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.</p><p>&#34;It&#39;s really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,&#34; said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p><p>&#34;I wouldn&#39;t declare victory over this bear market yet. There&#39;s likely some bad news still out there. But there&#39;s a very good chance we&#39;ve seen the bottom.&#34;</p><p>The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&amp;P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.</p><p>For the week, the S&amp;P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.</p><p>Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>As the S&amp;P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.</p><p>&#34;Markets certainly got great news this week on inflation,&#34; said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.</p><p>&#34;A victory lap in some respects was in order, but it&#39;s not &#39;mission accomplished&#39; by any means. It&#39;s still a very slow grind ahead.&#34;</p><p>Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed&#39;s target, will be tougher than markets anticipate, Mullarkey said.</p><p>Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.</p><p>It was a sea of green on Wall Street for a second straight day, with all 11 major S&amp;P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.</p><p>Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.</p><p>Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households&#39; near-term outlook for inflation eased again on softening gasoline prices.</p><p>After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.</p><p>Analysts in aggregate believe the S&amp;P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.</p><p>Banks rose 1.4% to extend their rally for a sixth straight week.</p><p>GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research&#39;s &#34;U.S. 1 list.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.</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>US STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows</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\">\nUS STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-13 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nasdaq, S&amp;P 500 post longest weekly win streaks since November</p><p>* S&amp;P 500 recovers 50% of bear market losses</p><p>* S&amp;P 500 is up 17.7% from a mid-June low</p><p>NEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&amp;P 500 and the Nasdaq to post their fourth straight week of gains.</p><p>The S&amp;P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.</p><p>The S&amp;P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.</p><p>&#34;It&#39;s really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,&#34; said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p><p>&#34;I wouldn&#39;t declare victory over this bear market yet. There&#39;s likely some bad news still out there. But there&#39;s a very good chance we&#39;ve seen the bottom.&#34;</p><p>The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&amp;P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.</p><p>For the week, the S&amp;P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.</p><p>Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>As the S&amp;P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.</p><p>&#34;Markets certainly got great news this week on inflation,&#34; said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.</p><p>&#34;A victory lap in some respects was in order, but it&#39;s not &#39;mission accomplished&#39; by any means. It&#39;s still a very slow grind ahead.&#34;</p><p>Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed&#39;s target, will be tougher than markets anticipate, Mullarkey said.</p><p>Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.</p><p>It was a sea of green on Wall Street for a second straight day, with all 11 major S&amp;P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.</p><p>Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.</p><p>Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households&#39; near-term outlook for inflation eased again on softening gasoline prices.</p><p>After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.</p><p>Analysts in aggregate believe the S&amp;P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.</p><p>Banks rose 1.4% to extend their rally for a sixth straight week.</p><p>GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research&#39;s &#34;U.S. 1 list.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","OEX":"标普100","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4581":"高盛持仓",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259809726","content_text":"* Nasdaq, S&P 500 post longest weekly win streaks since November* S&P 500 recovers 50% of bear market losses* S&P 500 is up 17.7% from a mid-June lowNEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&P 500 and the Nasdaq to post their fourth straight week of gains.The S&P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.The S&P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.\"It's really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.\"I wouldn't declare victory over this bear market yet. There's likely some bad news still out there. But there's a very good chance we've seen the bottom.\"The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.For the week, the S&P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.As the S&P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.\"Markets certainly got great news this week on inflation,\" said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.\"A victory lap in some respects was in order, but it's not 'mission accomplished' by any means. It's still a very slow grind ahead.\"Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed's target, will be tougher than markets anticipate, Mullarkey said.Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.It was a sea of green on Wall Street for a second straight day, with all 11 major S&P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households' near-term outlook for inflation eased again on softening gasoline prices.After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.Analysts in aggregate believe the S&P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.Banks rose 1.4% to extend their rally for a sixth straight week.GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research's \"U.S. 1 list.\"Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.The S&P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022011157,"gmtCreate":1653441466479,"gmtModify":1676535282977,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022011157","repostId":"2237820378","repostType":4,"repost":{"id":"2237820378","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653437439,"share":"https://ttm.financial/m/news/2237820378?lang=&edition=fundamental","pubTime":"2022-05-25 08:10","market":"us","language":"en","title":"Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier","url":"https://stock-news.laohu8.com/highlight/detail?id=2237820378","media":"Dow Jones","summary":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio,","content":"<html><head></head><body><p>It wouldn&#39;t be Davos week without a CNBC exclusive interview with Bridgewater Associates&#39; Ray Dalio, the founder of the world&#39;s largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn&#39;t actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday&#39;s interview, CNBC&#39;s Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still &#34;trash&#34;? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>&#34;Of course cash is still trash,&#34; Dalio replied. &#34;Do you know how fast you&#39;re losing buying power in cash?&#34;</p><p>Unfortunately, this doesn&#39;t mean that investors will be much better off keeping their money in stocks or bonds, because &#34;equities are trashier&#34;.</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with &#39;real&#39; assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim&#39;s Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there&#39;s still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>&#34;Here&#39;s the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.&#34;</p><p>&#34;The more they hype it the more it becomes somebody else&#39;s financial asset they&#39;re holding. You can&#39;t have that, so you&#39;re going to have an environment of negative real returns. Everything can&#39;t go up all the time, that system won&#39;t work that way,&#34; Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for &#39;soft landing&#39; for the economy?</p><p>Dalio doesn&#39;t think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. &#34;The answer is no,&#34; Dalio replied.</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>Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier</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\">\nRay Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier\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\">2022-05-25 08:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It wouldn&#39;t be Davos week without a CNBC exclusive interview with Bridgewater Associates&#39; Ray Dalio, the founder of the world&#39;s largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn&#39;t actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday&#39;s interview, CNBC&#39;s Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still &#34;trash&#34;? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>&#34;Of course cash is still trash,&#34; Dalio replied. &#34;Do you know how fast you&#39;re losing buying power in cash?&#34;</p><p>Unfortunately, this doesn&#39;t mean that investors will be much better off keeping their money in stocks or bonds, because &#34;equities are trashier&#34;.</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with &#39;real&#39; assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim&#39;s Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there&#39;s still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>&#34;Here&#39;s the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.&#34;</p><p>&#34;The more they hype it the more it becomes somebody else&#39;s financial asset they&#39;re holding. You can&#39;t have that, so you&#39;re going to have an environment of negative real returns. Everything can&#39;t go up all the time, that system won&#39;t work that way,&#34; Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for &#39;soft landing&#39; for the economy?</p><p>Dalio doesn&#39;t think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. &#34;The answer is no,&#34; Dalio replied.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237820378","content_text":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio, the founder of the world's largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn't actually changed all that much since the start of the pandemic.Toward the beginning of Tuesday's interview, CNBC's Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still \"trash\"? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.And now?\"Of course cash is still trash,\" Dalio replied. \"Do you know how fast you're losing buying power in cash?\"Unfortunately, this doesn't mean that investors will be much better off keeping their money in stocks or bonds, because \"equities are trashier\".During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with 'real' assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim's Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there's still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.\"Here's the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.\"\"The more they hype it the more it becomes somebody else's financial asset they're holding. You can't have that, so you're going to have an environment of negative real returns. Everything can't go up all the time, that system won't work that way,\" Dalio explained.As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for 'soft landing' for the economy?Dalio doesn't think so.Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. \"The answer is no,\" Dalio replied.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950980288,"gmtCreate":1672638856045,"gmtModify":1676538714846,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950980288","repostId":"1105874821","repostType":4,"repost":{"id":"1105874821","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672621372,"share":"https://ttm.financial/m/news/1105874821?lang=&edition=fundamental","pubTime":"2023-01-02 09:02","market":"us","language":"en","title":"2022 Recap: Top 10 ETFs' Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1105874821","media":"Tiger Newspress","summary":"Energy ETFs dominated 2022’s top funds.","content":"<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</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>2022 Recap: Top 10 ETFs' Performance</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\">\n2022 Recap: Top 10 ETFs' Performance\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\">2023-01-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TUR":"土耳其ETF-iShares MSCI","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","IYE":"iShares U.S. Energy ETF","OIH":"石油服务ETF","VDE":"Vanguard Energy ETF","PXJ":"Invesco Oil & Gas Services ETF","IEZ":"iShares Dow Jones U.S. Oil Equip","XLE":"SPDR能源指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105874821","content_text":"Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was iShares MSCI Turkey ETF with a monster return of 105.81% through Dec. 31.Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.The top performers are energy related with one exception. The $2.6 billion VanEck Oil Services ETF  was in the No. 2 spot with a gain of 66.17%, followed by the iShares U.S. Oil Equipment & Services ETF with a return of 65.74%.Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the Invesco Dynamic Energy Exploration & Production ETF) to 64.17% ( Energy Select Sector SPDR Fund ). Almost all of those were equity funds; however, the United States 12-Month Natural Gas Fund LP  was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925001662,"gmtCreate":1671856409756,"gmtModify":1676538604386,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925001662","repostId":"1192326933","repostType":4,"repost":{"id":"1192326933","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011741,"share":"https://ttm.financial/m/news/1192326933?lang=&edition=fundamental","pubTime":"2022-12-26 07:42","market":"us","language":"en","title":"Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1192326933","media":"Tiger Newspress","summary":"U.S. ChristmasDay hasarrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</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>Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022</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\">\nReminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022\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\">2022-12-26 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192326933","content_text":"U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The Singapore market will be closed at local time on Monday, 26 December 2022.The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920167661,"gmtCreate":1670457197453,"gmtModify":1676538370762,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920167661","repostId":"1140598163","repostType":2,"repost":{"id":"1140598163","kind":"news","pubTimestamp":1670456258,"share":"https://ttm.financial/m/news/1140598163?lang=&edition=fundamental","pubTime":"2022-12-08 07:37","market":"us","language":"en","title":"Bernstein Cuts Tesla Estimates to \"Significantly\" Below Consensus on EV Demand Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1140598163","media":"Investing.com","summary":"Bernstein analysts lowered fourth-quarter and full-year estimates on $Tesla(TSLA)$ to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They b","content":"<html><head></head><body><p>Bernstein analysts lowered fourth-quarter and full-year estimates on <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”</p><p>They believe Tesla has finally started to experience slowdown after the electric vehicle (EV) maker cut prices in China and the U.S., and “purportedly” decreased Chinaproduction. The price cuts are negatively impacting average selling prices (ASPs) by 2.6%, or $1,400 per EV unit, the analysts added.</p><p>“All else equal, this points to a 200 bps decrease in automotive gross margins. We suspect the net impact will be lower, but believe that consensus estimates for automotive gross margins improving 110 bps sequentially in Q4 may be at risk,” the analysts said in a client note.</p><p>Moreover, they believe Tesla will be forced to cut prices again in 2023 to boost EV demand, as well as introduce permanent cuts in the U.S. to qualify for Inflation Reduction Act (IRA) rebates.</p><p>On a more positive note, the EV maker could see its margins expand due to:</p><ol><li>Improving margins in TX and Berlin ($900/car);</li><li>Manufacturing improvements (including lower input &amp; logistics costs - perhaps up to $1,000/car);</li><li>Opex leverage (~$1,100/car);</li><li>IRA tax credits on cell manufacturing (up to $625/car).</li></ol><p>“On net, we believe TSLA has the potential to offset $2,000-3,600/car in price cuts next year, though much of it could be in op ex &amp; tax credits,” they added.</p><p>Bernstein&#39;s new FQ4 forecast now calls forearnings per shareof $1.17 on revenue of $25.3 billion, below the average analyst estimate of $1.26 on revenue of $26.1B. For FY23, Bernstein projects EPS of $4.96 on revenue of $111B, again below the consensus of $5.59 on sales of $116B.</p><p>“Given TSLA&#39;s pullback YTD, we see current risk/reward on the stock as more balanced, though still somewhat negative, due to Tesla&#39;s absolute valuation, and the increasing risk of downward revisions amid potential demand challenges,” the analysts concluded.</p><p>Tesla stock, which Bernstein rates as Underperform with a $150 per share price target, closed at $174.04 on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0f1f4d2212bffab1fab866708434bd5a\" tg-width=\"781\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></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>Bernstein Cuts Tesla Estimates to \"Significantly\" Below Consensus on EV Demand Issues</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\">\nBernstein Cuts Tesla Estimates to \"Significantly\" Below Consensus on EV Demand Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein analysts lowered fourth-quarter and full-year estimates on Tesla to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They believe ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.investing.com/news/stock-market-news/bernstein-cuts-tesla-estimates-to-significantly-below-consensus-on-ev-demand-issues-432SI-2959044","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140598163","content_text":"Bernstein analysts lowered fourth-quarter and full-year estimates on Tesla to numbers that are “comfortable below consensus” as the company “increasingly appears to have a demand issue.”They believe Tesla has finally started to experience slowdown after the electric vehicle (EV) maker cut prices in China and the U.S., and “purportedly” decreased Chinaproduction. The price cuts are negatively impacting average selling prices (ASPs) by 2.6%, or $1,400 per EV unit, the analysts added.“All else equal, this points to a 200 bps decrease in automotive gross margins. We suspect the net impact will be lower, but believe that consensus estimates for automotive gross margins improving 110 bps sequentially in Q4 may be at risk,” the analysts said in a client note.Moreover, they believe Tesla will be forced to cut prices again in 2023 to boost EV demand, as well as introduce permanent cuts in the U.S. to qualify for Inflation Reduction Act (IRA) rebates.On a more positive note, the EV maker could see its margins expand due to:Improving margins in TX and Berlin ($900/car);Manufacturing improvements (including lower input & logistics costs - perhaps up to $1,000/car);Opex leverage (~$1,100/car);IRA tax credits on cell manufacturing (up to $625/car).“On net, we believe TSLA has the potential to offset $2,000-3,600/car in price cuts next year, though much of it could be in op ex & tax credits,” they added.Bernstein's new FQ4 forecast now calls forearnings per shareof $1.17 on revenue of $25.3 billion, below the average analyst estimate of $1.26 on revenue of $26.1B. For FY23, Bernstein projects EPS of $4.96 on revenue of $111B, again below the consensus of $5.59 on sales of $116B.“Given TSLA's pullback YTD, we see current risk/reward on the stock as more balanced, though still somewhat negative, due to Tesla's absolute valuation, and the increasing risk of downward revisions amid potential demand challenges,” the analysts concluded.Tesla stock, which Bernstein rates as Underperform with a $150 per share price target, closed at $174.04 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988320116,"gmtCreate":1666670546236,"gmtModify":1676537787345,"author":{"id":"3580356429010047","authorId":"3580356429010047","name":"Zwei2","avatar":"https://static.tigerbbs.com/9d0132a4cde9155d859c3873325d194e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580356429010047","authorIdStr":"3580356429010047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988320116","repostId":"2277277881","repostType":4,"repost":{"id":"2277277881","kind":"highlight","pubTimestamp":1666669590,"share":"https://ttm.financial/m/news/2277277881?lang=&edition=fundamental","pubTime":"2022-10-25 11:46","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2277277881","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Wall Street bounced back in a major way last week. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Snap</b>, <b>Freeport-McMoran</b>, and <b>Gold Fields</b> -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.</p><p>The <b>S&amp;P 500</b> experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Amazon.com</b>, <b>AbbVie</b>, and, <b><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a></b>as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Amazon</b></h2><p>I thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon&#39;s earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week&#39;s report, but margins are probably still contracting.</p><p>&#34;Your margin is my opportunity&#34; is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn&#39;t get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.</p><p>I&#39;m an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.</p><h2><b>2. AbbVie</b></h2><p>Investors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.</p><p>AbbVie may seem to be an odd name on this list, but let&#39;s talk about reality. The near-term outlook is hazy here. It&#39;s best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There&#39;s also no denying that the U.S. government is pushing hard to keep drug prices in low.</p><p>AbbVie does have some young drugs that will help some of the sting of Humira&#39;s coming competition from the generics market. But it won&#39;t be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.</p><h2><b>3. Overstock.com</b></h2><p>If I&#39;m putting Amazon on this list, I may as well single out an online retailer that&#39;s faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we&#39;ve seen four consecutive quarters of year-over-year declines at this deep discounter.</p><p>You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn&#39;t been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Amazon.com, AbbVie, and Overstock.com this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","ABBV":"艾伯维公司"},"source_url":"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277277881","content_text":"Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.The S&P 500 experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.Now let's look at the week ahead. I see Amazon.com, AbbVie, and, Overstock.comas stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. AmazonI thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon's earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week's report, but margins are probably still contracting.\"Your margin is my opportunity\" is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn't get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.I'm an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.2. AbbVieInvestors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.AbbVie may seem to be an odd name on this list, but let's talk about reality. The near-term outlook is hazy here. It's best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There's also no denying that the U.S. government is pushing hard to keep drug prices in low.AbbVie does have some young drugs that will help some of the sting of Humira's coming competition from the generics market. But it won't be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.3. Overstock.comIf I'm putting Amazon on this list, I may as well single out an online retailer that's faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we've seen four consecutive quarters of year-over-year declines at this deep discounter.You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn't been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Amazon.com, AbbVie, and Overstock.com this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}