A79 personal page - To The Moon

A79

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2021-07-14

Im also stressed

Powell will stress patience in Capitol Hill testimony this week

2021-06-15

Pls like n reply for good luck

Warren Buffett and the Myth of the ‘Good Billionaire’

2021-07-18

Hmmmmm

The story behind the savvy ‘Mystery Broker’ and where he sees the market going now

2021-06-16

$Senseonics(SENS)$Still lots of room to grow!!!

2021-07-29

Niceeee

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2021-06-06

Like my comment for good luck!!

7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire

2021-06-22

Like n reply back for good luck!

Wall Street ends sharply higher, led by surging Dow

2021-07-20

Niceeee

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2021-07-05

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Sorry, the original content has been removed

2021-07-04

Please like this comment for good luck!

Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)

2021-06-12

Fed Up

Don't be fooled by some of the hawkish sounds coming out of the Fed next week

2021-06-27

Woohoo!Pls like n comment back for good luck!

Ford Or NIO? The Final Verdict

2021-06-09

Not sure abt thatBut like and comment here for good luck!

Biohaven CEO says drug approval is ‘monumental’ for migraine patients

2021-07-10

Niooooo

Nio Throws New Challenge At Tesla As Competition Heats Up

2021-06-14

Wow

Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays

2021-07-19

Netflix n chill

Netflix Earnings: What to Watch

2021-06-24

Pls like n comment for good luck!

The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer

2021-06-06

Like and comment for good luck! :)

Zillow: Significant Downside Remains

Go to Tiger App to see more news

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234330005286944","repostId":"2377346147","repostType":2,"repost":{"id":"2377346147","pubTimestamp":1698016858,"share":"https://www.laohu8.com/m/news/2377346147?lang=&edition=full","pubTime":"2023-10-23 07:20","market":"us","language":"en","title":"Google: Shares Likely To Pop On Strong Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2377346147","media":"Seeking Alpha","summary":"Google's Q3 earnings are expected to show growth in revenue and earnings, with estimates of 10% and 36% YoY growth respectively.Factors driving this growth include accelerated growth in Search and You","content":"<html><head></head><body><ul style=\"\"><li><p>Google&#39;s Q3 earnings are expected to show growth in revenue and earnings, with estimates of 10% and 36% YoY growth respectively.</p></li><li><p>Factors driving this growth include accelerated growth in Search and YouTube, improved profitability in Google Cloud, and progress in the commercialization of Gen AI products.</p></li><li><p>Other topics of interest for Q3 include cost restructuring, CAPEX investments, share buybacks, and updates on the ongoing Department of Justice trial.</p></li><li><p>I remain Buy rated on Google stock going into Q3.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aa1f1d6bbda376b9127c722b81ee6c4\" alt=\"400tmax\" title=\"400tmax\" tg-width=\"750\" tg-height=\"500\"/><span>400tmax</span></p><p>Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is set to report its Q3 2023 earnings on October 24th after the market closes. Despite the still somewhat pressured macro backdrop, I am bullish on Google&#39;s earnings outlook going into the reporting data. In my opinion, there are multiple levers driving a likely strong Q3, notably an acceleration of growth in Search and YouTube, profitability expansion in Google Cloud, and guidance on commercialization progress of the company&#39;s Gen AI product map.</p><p>Going into Q3 earnings, I reaffirm my thesis that Google&#39;s stock is currently undervalued; and accordingly, I maintain a &#39;Buy&#39; rating with a target price equal to $156 per share.</p><p>For context, Google&#39;s stock has performed well since the beginning of 2023, with year-to-date gains of approximately 52%, outperforming the S&amp;P 500 (SP500) by a factor of more than 5x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42311a41a72388277840baab2cc983c8\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"231\"/><span>Seeking Alpha</span></p><h2 id=\"id_668443677\">Google Q3 Earnings Preview</h2><p>Based on data compiled by Seeking Alpha as of October 21st, a total of 34 analysts have provided their forecasts for Google&#39;s Q3 results. Their predictions indicate that Google&#39;s total sales for the quarter are expected to fall in the range of $72.86 billion to $77.59 billion, with an average estimate of approximately $75.77 billion. Taking the average analyst consensus estimate as the reference point, it suggests that Google&#39;s revenue is anticipated to increase by almost 10% year over year compared to the same quarter in 2022, bringing Google&#39;s top-line growth almost back to double digit territory again. As an additional note on analyst consensus on revenue, it is noteworthy that analysts revisions have gradually started to trend upward again, following a 12 to 14 months period of declines, suggesting that sentiment is finally strengthening.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd2dce822e5cb7706d195a07bbb565b7\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"225\"/><span>Seeking Alpha</span></p><p>Also with regard to profitability estimates are trending upwards: For Q3 2023, analysts now expect a 36% year over year jump in EPS, anchored on a $1.45 EPS consensus estimate (Range is $1.27 to $1.55).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84cbad6ee85e7b7a6cc9104a2b189430\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"220\"/><span>Seeking Alpha</span></p><h2 id=\"id_3600579876\">Likely Upside In Search &amp; YouTube</h2><p>Referencing uptrending revenue estimates, I see multiple factors driving this. First and foremost, I see accelerated growth in Google&#39;s Search Ads business. Specifically, the prevailing macro environment for Search and YouTube ads in the third quarter appeared stable to slightly better than the second quarter. This, coupled with favorable YoY comparisons, is anticipated to drive close to double-digit YoY growth rates in the third quarter, likely also extending into the fourth quarter. This assumption has been broadly confirmed through expert calls conducted by Evercore (<em>Advertising uptick into Q3 – key takes from ad channel check w/ skai</em>) and TD Cowen (<em>3Q23 digital ad expert call: GOOGL, META, &amp; AMZN to accelerate on better pricing</em>). Second, also YouTube appears to have done very well in Q3. According to Evercore both DAUs and DAU engagement showed a nice uptick vs the respective 2022 benchmark. (<em>Where Has All The Time Gone? Q3:23 Social Media Pulse, dated 11th October</em>). Specifically, YouTube engagement increased by 4% YoY, while YouTube&#39;s daily active users increased by 7% YoY and 1% QoQ, now topping the 2 billion DAUs milestone. Furthermore, it is estimated that in August, YouTube accounted for 9% of total U.S. TV viewing hours, securing its position as the leading streaming video channel on CTV. That said, YouTube&#39;s viewership is one percentage point ahead of Netflix (NFLX), a company that is valued close to $200 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b2cc84289aa9ce5f9fa866562fcd1c6\" alt=\"Evercore Equity Research\" title=\"Evercore Equity Research\" tg-width=\"640\" tg-height=\"310\"/><span>Evercore Equity Research</span></p><p>Third, there is of course also the tailwind from cloud growth and Gen AI. Although I see a deceleration in Google&#39;s cloud business, in line with previous quarters (26-27% YoY growth estimated), growth in mid-twenties is still very accretive to the conglomerate&#39;s overall topline expansion rate. Moreover, investors should also consider that Google&#39;s cloud business is now profitable (operating break-even); and thus, I am more interested to see how profitability YoY rates are trending upwards, than estimating whether topline is growing 25% or 29%. In the analyst conference call, I am interested to hear about Google&#39;s progress in commercializing Duet AI and Vertex AI within Google Cloud, and how this is expected to drive growth and profits through the fourth quarter and early 2024. In that context, getting more color on the impact of Generative AI on Google Search and other businesses remains a subject of debate, with a strong focus on the timing of the Gemini launch. Needless to say, building more confidence about Gemini could help Google close the perceived gap compared to rivals like OpenAI and Microsoft, which would be a positive development for the company&#39;s shares.</p><h2 id=\"id_1462312268\">Cavenagh&#39;s Take On Other Key Topics To Watch</h2><p>In addition to the major commercial levers, Search, YouTube, Cloud and Gen AI, I also expect Google to share insights on operating and financial trends.</p><p>One of the key topics that I am strongly interested in relates to Google&#39;s ability and willingness to re-engineer the company&#39;s cost base. In that context, I see two levers: Firstly, leveraging artificial intelligence (AI) and automation to enhance productivity and broader infrastructure efficiency; and secondly, optimizing employee work arrangements (job cuts, etc.) and locations.</p><p>As Google is building out Gen AI products, I expect the company will guide investors towards an intensification of CAPEX outlays. For Q3, I suggest investors should brace for Google reporting more than $10 billion of CAPEX, which would reflect a more than 30% YoY jump. For CAPEX investments in Q4 and FY 2024, I don&#39;t expect Google management to give precise number; however, a rough guidance would be appreciated and investors should watch for qualitative indications.</p><p>Google&#39;s CAPEX investments are important as a ramp-up in capital outlays would impact the company&#39;s ability and willingness to spend cash on share buybacks -- another topic to watch in Q3. Personally, I expect $15 billion in share buybacks for the third quarter, in line with the second quarter. Everything below this number would be a disappointment, especially as revenue and earnings growth accelerates.</p><p>Lastly, I have previously covered in detail the ongoing Department of Justice (DOJ) trial concerning Google&#39;s commercial agreements with Search distribution partners. In the Q3 conference call, I expect some guidance point on how management feels about the trial and likely impact of a verdict so far.</p><h2 id=\"id_1810952660\">Conclusion</h2><p>Google is about to reveal its Q3 2023 earnings, and despite the ongoing challenging market conditions, there are several factors that indicate a strong Q3. The consensus among 34 analysts suggests Google&#39;s revenue and earnings will grow about 10% and 36% YoY, respectively. Specifically, I see an acceleration of growth in Search and YouTube, improved profitability in Google Cloud, and updates on the progress of Gen AI products&#39; commercialization. Other topics of interest for Q3 relate to cost restructuring, CAPEX investments, and share buybacks. Additionally, the ongoing Department of Justice trial regarding Google&#39;s commercial agreements is a key topic to watch during the Q3 earnings call. Going into Q3 earnings, I reaffirm my thesis that Google&#39;s stock is undervalued; and I maintain a &#39;Buy&#39; rating on the stock.</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>Google: Shares Likely To Pop On Strong Earnings</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\">\nGoogle: Shares Likely To Pop On Strong Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4642465-google-shares-likely-to-pop-strong-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google's Q3 earnings are expected to show growth in revenue and earnings, with estimates of 10% and 36% YoY growth respectively.Factors driving this growth include accelerated growth in Search and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4642465-google-shares-likely-to-pop-strong-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2265009873.SGD":"Eastspring Investments - 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Despite the still somewhat pressured macro backdrop, I am bullish on Google's earnings outlook going into the reporting data. In my opinion, there are multiple levers driving a likely strong Q3, notably an acceleration of growth in Search and YouTube, profitability expansion in Google Cloud, and guidance on commercialization progress of the company's Gen AI product map.Going into Q3 earnings, I reaffirm my thesis that Google's stock is currently undervalued; and accordingly, I maintain a 'Buy' rating with a target price equal to $156 per share.For context, Google's stock has performed well since the beginning of 2023, with year-to-date gains of approximately 52%, outperforming the S&P 500 (SP500) by a factor of more than 5x.Seeking AlphaGoogle Q3 Earnings PreviewBased on data compiled by Seeking Alpha as of October 21st, a total of 34 analysts have provided their forecasts for Google's Q3 results. Their predictions indicate that Google's total sales for the quarter are expected to fall in the range of $72.86 billion to $77.59 billion, with an average estimate of approximately $75.77 billion. Taking the average analyst consensus estimate as the reference point, it suggests that Google's revenue is anticipated to increase by almost 10% year over year compared to the same quarter in 2022, bringing Google's top-line growth almost back to double digit territory again. As an additional note on analyst consensus on revenue, it is noteworthy that analysts revisions have gradually started to trend upward again, following a 12 to 14 months period of declines, suggesting that sentiment is finally strengthening.Seeking AlphaAlso with regard to profitability estimates are trending upwards: For Q3 2023, analysts now expect a 36% year over year jump in EPS, anchored on a $1.45 EPS consensus estimate (Range is $1.27 to $1.55).Seeking AlphaLikely Upside In Search & YouTubeReferencing uptrending revenue estimates, I see multiple factors driving this. First and foremost, I see accelerated growth in Google's Search Ads business. Specifically, the prevailing macro environment for Search and YouTube ads in the third quarter appeared stable to slightly better than the second quarter. This, coupled with favorable YoY comparisons, is anticipated to drive close to double-digit YoY growth rates in the third quarter, likely also extending into the fourth quarter. This assumption has been broadly confirmed through expert calls conducted by Evercore (Advertising uptick into Q3 – key takes from ad channel check w/ skai) and TD Cowen (3Q23 digital ad expert call: GOOGL, META, & AMZN to accelerate on better pricing). Second, also YouTube appears to have done very well in Q3. According to Evercore both DAUs and DAU engagement showed a nice uptick vs the respective 2022 benchmark. (Where Has All The Time Gone? Q3:23 Social Media Pulse, dated 11th October). Specifically, YouTube engagement increased by 4% YoY, while YouTube's daily active users increased by 7% YoY and 1% QoQ, now topping the 2 billion DAUs milestone. Furthermore, it is estimated that in August, YouTube accounted for 9% of total U.S. TV viewing hours, securing its position as the leading streaming video channel on CTV. That said, YouTube's viewership is one percentage point ahead of Netflix (NFLX), a company that is valued close to $200 billion.Evercore Equity ResearchThird, there is of course also the tailwind from cloud growth and Gen AI. Although I see a deceleration in Google's cloud business, in line with previous quarters (26-27% YoY growth estimated), growth in mid-twenties is still very accretive to the conglomerate's overall topline expansion rate. Moreover, investors should also consider that Google's cloud business is now profitable (operating break-even); and thus, I am more interested to see how profitability YoY rates are trending upwards, than estimating whether topline is growing 25% or 29%. In the analyst conference call, I am interested to hear about Google's progress in commercializing Duet AI and Vertex AI within Google Cloud, and how this is expected to drive growth and profits through the fourth quarter and early 2024. In that context, getting more color on the impact of Generative AI on Google Search and other businesses remains a subject of debate, with a strong focus on the timing of the Gemini launch. Needless to say, building more confidence about Gemini could help Google close the perceived gap compared to rivals like OpenAI and Microsoft, which would be a positive development for the company's shares.Cavenagh's Take On Other Key Topics To WatchIn addition to the major commercial levers, Search, YouTube, Cloud and Gen AI, I also expect Google to share insights on operating and financial trends.One of the key topics that I am strongly interested in relates to Google's ability and willingness to re-engineer the company's cost base. In that context, I see two levers: Firstly, leveraging artificial intelligence (AI) and automation to enhance productivity and broader infrastructure efficiency; and secondly, optimizing employee work arrangements (job cuts, etc.) and locations.As Google is building out Gen AI products, I expect the company will guide investors towards an intensification of CAPEX outlays. For Q3, I suggest investors should brace for Google reporting more than $10 billion of CAPEX, which would reflect a more than 30% YoY jump. For CAPEX investments in Q4 and FY 2024, I don't expect Google management to give precise number; however, a rough guidance would be appreciated and investors should watch for qualitative indications.Google's CAPEX investments are important as a ramp-up in capital outlays would impact the company's ability and willingness to spend cash on share buybacks -- another topic to watch in Q3. Personally, I expect $15 billion in share buybacks for the third quarter, in line with the second quarter. Everything below this number would be a disappointment, especially as revenue and earnings growth accelerates.Lastly, I have previously covered in detail the ongoing Department of Justice (DOJ) trial concerning Google's commercial agreements with Search distribution partners. In the Q3 conference call, I expect some guidance point on how management feels about the trial and likely impact of a verdict so far.ConclusionGoogle is about to reveal its Q3 2023 earnings, and despite the ongoing challenging market conditions, there are several factors that indicate a strong Q3. The consensus among 34 analysts suggests Google's revenue and earnings will grow about 10% and 36% YoY, respectively. Specifically, I see an acceleration of growth in Search and YouTube, improved profitability in Google Cloud, and updates on the progress of Gen AI products' commercialization. Other topics of interest for Q3 relate to cost restructuring, CAPEX investments, and share buybacks. Additionally, the ongoing Department of Justice trial regarding Google's commercial agreements is a key topic to watch during the Q3 earnings call. Going into Q3 earnings, I reaffirm my thesis that Google's stock is undervalued; and I maintain a 'Buy' rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957411455,"gmtCreate":1677482766978,"gmtModify":1677482770537,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Life will get better one day.","listText":"Life will get better one day.","text":"Life will get better one day.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957411455","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887678140,"gmtCreate":1632035723580,"gmtModify":1676530690817,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noooo","listText":"Noooo","text":"Noooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887678140","repostId":"1146170136","repostType":4,"repost":{"id":"1146170136","pubTimestamp":1630576860,"share":"https://www.laohu8.com/m/news/1146170136?lang=&edition=full","pubTime":"2021-09-02 18:01","market":"us","language":"en","title":"5 Reasons The Next Stock Bear Market And Recession Could Be The Worst Since The 1930s","url":"https://stock-news.laohu8.com/highlight/detail?id=1146170136","media":"seekingalpha","summary":"Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst sinc","content":"<p>Summary</p>\n<ul>\n <li>The first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.</li>\n <li>The second reason is due to extraordinarily bullish investor sentiment.</li>\n <li>The third reason is due to weak economic fundamentals.</li>\n <li>The fourth reason is due to excessive debt levels.</li>\n <li>The fifth reason is due to limited policy options.</li>\n</ul>\n<p>With the S&amp;P 500 (SPY) at all-time highs and seemingly endless “free liquidity” being provided by the Fed, the last thing most investors can envision right now is a major bear market or recession - particularly ones that will be the worst since the Great Depression of the 1930s!</p>\n<p>But the facts we will detail in this article show that is&nbsp;<i>highly likely</i>&nbsp;to be the case. This is an extraordinary statement, but we are living in extraordinary times! Investors need to understand the risks they are facing now in order to prepare and profit from them in the future.</p>\n<p>Here are the five key reasons we believe the next stock bear market and recession will be worse than the Great Recession of 2008-2009 (when the S&amp;P 500 fell 58% and it took about six years to recover), which will make it the worst since the 1930s (when the S&amp;P 500 fell 86% and it took about 25 years to recover):</p>\n<p><b>1. Extremely High Asset Valuations</b></p>\n<p>Informed investors know that we are currently in an “Everything Bubble” driven by massive and persistent central bank money creation. Virtually every major financial asset is overvalued and priced to deliver low - or even negative - long-term returns.</p>\n<p>For example, the Shiller P/E Ratio shown below is 30% higher than it was at the 1929 peak and is nearly as high as the all-time high in 2000. TheShiller P/E Ratiowas created by economist Robert Shiller and is calculated as the price of the S&amp;P 500 divided by the average past 10 years of earnings, adjusted for inflation. It attempts to smooth the cyclicality of earnings. Historically, high Shiller P/E Ratios have led to below-average long-term returns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66f9a3f8fedee54d3a30a15b70138ab5\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofShiller PE Ratio, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Warren Buffett’s favorite valuation measure- and the one that best predicts future long-term stock market returns - is the Stock Market Capitalization To GDP Ratio, which is shown below. Based on this measure, stocks are trading 30% higher than the prior all-time high at the Tech Bubble peak of 2000! Stocks would have to fall over 60% for this ratio to return to the levels it reached at the stock market bottom in March 2009.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d270087f9958674d30bed139425fe08e\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>It is not just stocks that are priced to deliver poor returns. US Treasury bills and bonds are trading at historically low interest rates not far above zero (and some countries have negative interest rates), assuring very low returns until maturity. Also, corporate bond yields relative to Treasury bond yields are at historically low levels.</p>\n<p>Real estate is also expensive, with REITs trading at historically low dividend yields. And as shown in the chart below of theS&amp;P/Case-Shiller 20-City Home Price Index, home prices are currently 27% higher than they were at the housing bubble peak of 2006!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c011c579b31844dd761b260b1adb7600\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Importantly, not only do high valuations lead to low long-term returns but they also usually lead to devastating bear markets on the path to those low long-term returns.</p>\n<p><b>2. Extraordinarily Bullish Investor Sentiment</b></p>\n<p>Along with high asset valuations, investor sentiment is at sky-high levels of bullishness. When investors are very bullish, that is a bearish contrarian indicator.</p>\n<p>The best investor sentiment indicators show where investors are actually putting their hard-earned money in anticipation of making a profit, not just what they say their “mood” is. For sentiment, we focus on investor<i>actions</i>, not<i>words</i>.</p>\n<p>One excellent sentiment indicator is the Equity Put/Call Ratio. When investors are bearish, they buy Put options in anticipation of profiting from a fall in stock prices. When they are bullish, they buy Call options in anticipation of profiting from a rise in stock prices. When the ratio of Puts to Calls is very high, that shows investors are very bearish, which is a bullish contrarian indicator. Conversely, when the ratio of Puts to Calls is very low, that shows investors are very bullish, which is a bearish contrarian indicator.</p>\n<p>The chart below shows the Equity Put/Call Ratio, using the 100-day moving average to reduce short-term noise in this indicator. Over the past year, it has fallen to extremely low levels - well below those seen at the stock market peak in 2007.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f4ac510219add2cccd009014b44162b\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>The next chart is the Rydex Asset Ratio, which is the ratio of investor assets in all Rydex bear and money market funds (bearish positioning) compared to investor assets in all Rydex bull funds (bullish positioning). As you can see, investors have been very bullishly positioned in US stocks for over seven years! The last time investors approached this level of bullishness was around the Tech Bubble peak of 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30902a5fd01f363fd7dc95147f34735a\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>When the majority of investors are already very bullish and “all in”, there is no one left to buy and lots of potential sellers when something changes, as it always does. Most investors will be shocked when their bullish expectations meet the harsh reality of a major bear market.</p>\n<p><b>3. Weak Economic Fundamentals</b></p>\n<p>The US economy is not as strong as it used to be. That is certainly true in the wake of the Covid pandemic, but it has also been true for the past two decades. All of the taxes, regulations and other government interventions in the economy in recent decades have created a weaker and more fragile economy that will make the next recession even worse.</p>\n<p>The chart below of Industrial Production shows it is only 8% higher than at the 2000 peak and is 1% lower than at the 2007 peak. It has nearly flatlined over the past two decades. That is much weaker than the 3.9% annual growth in Industrial Production from 1920 to 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3b30a4514e3707d1aaaf03a81dd5d3d\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Total Nonfarm Employment, shown below, grew at a 2.5% annual rate from 1940 to 2000. Similar to Industrial Production, Employment has nearly flatlined over the past two decades. It has increased only 10% since the 2000 peak and only 6% since the 2007 peak. Sadly, it is still nearly 4% below the February 2020 peak.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7778bd8479e8800718b3abdcdf0dfb\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p><b>4. Excessive Debt Levels</b></p>\n<p>The chart below shows the US Total Debt To GDP Ratio is near recent all-time highs at 3.8 times (or 380%), even higher than the high levels preceding the Great Recession. Global Debt To GDP is also at record high levels over 300%, as is US Federal Debt To GDP at 125%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563808ddc51f6a6b821f4abde5f62d17\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Excessive debt has been the problem with every financial crisis in history, due to prior money creation out of thin air. So the next one promises to be one for the history books given these unprecedented high debt levels. Debt liquidation and defaults will lead to deflation, particularly for asset prices, as we saw in the Great Recession and even more so in the Great Depression.</p>\n<p><b>5. Limited Policy Options</b></p>\n<p>The primary “bull case” for the stock market and economy over the past 12 years since the Great Recession ended has been “free liquidity” provided in seemingly endless amounts by the Federal Reserve. It is almost as though money really does grow on trees!</p>\n<p>But money created out of thin air does not create new goods and services that improve living standards. If it did, a place likeZimbabwewould be the wealthiest country in the world. However, newly created money can flow into financial assets, which helps explain why valuation levels are so high.</p>\n<p>The graph below shows “Austrian” Money Supply (AMS), the best measure of money supply that is consistent withthis Austrian School of Economics definition(although it no longer includes traveler’s checks, which have been discontinued in the Fed’s database due to limited use these days). AMS is up 40% since February 2020 and is up an astounding 225% since the Great Recession ended in June 2009!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3844fc699c58ff48effcc5918378bfcd\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>This is well above the money supply growth that drove the Roaring ‘20s and ultimately led to the Great Depression of the 1930s, as detailed in economist Murray N. Rothbard’s definitive history of that period in his book<i>America’s Great Depression</i>. In this book, heexplained the cause of the boom and bust business cycle:</p>\n<p><i>The “boom-bust” cycle is generated by monetary intervention in the market, specifically bank credit expansion to business…[B]ank credit expansion sets into motion the business cycle in all its phases: the inflationary boom, marked by expansion of the money supply and by malinvestment; the crisis, which arrives when credit expansion ceases and malinvestments become evident; and the depression recovery, the necessary adjustment process by which the economy returns to the most efficient ways of satisfying consumer desires.</i></p>\n<p>All this money creation has enabled the Fed to target theFederal Funds Rateat only 0.1%, as shown below. While that is above the negative interest rates prevailing in some countries, it doesn’t leave much room for the Fed to cut rates to try to prevent a recession, particularly with inflation at over 5% now. And as the chart shows, the Fed cut rates throughout the prior three recessions and bear markets and was not able to stop them, since the market is bigger than the Fed. This leaves the stock market and economy very vulnerable in the next downturn, with potentially no “safety nets” to protect them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62449341ea09ce506389102e838a6cf4\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Lastly, for the Keynesian economists who still believe the dogma that Federal budget deficits can prevent a recession - despite any evidence or logical theory to support it - the current Federal Budget Surplus/Deficit To GDP Ratio of -15% is the worst since World War II, as shown below. Given record-high government debt levels and deficits, how much more deficit spending will bond investors be willing to finance? And what good will it do, since deficits did not prevent the Great Recession?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26c9f09598045b1c92a037cc0e326f86\" tg-width=\"640\" tg-height=\"275\" width=\"100%\" height=\"auto\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p><b>Implications For Investors</b></p>\n<p>There is much more that can be said to prove our case, but hopefully, the facts provided in this article are sufficient for investors to understand the current risks in financial assets and the economy.</p>\n<p>While the exact timing of the next bear market and recession is unknown and there are currently no signs of it with stocks at all-time highs, now is the time for investors to seek out information on how to identify the tell-tale signs of bear markets and how to profit from them, rather than being decimated by them, as the majority of investors, unfortunately, will be.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n5 Reasons The Next Stock Bear Market And Recession Could Be The Worst Since The 1930s\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.\nThe second reason is due to extraordinarily ...</p>\n\n<a href=\"https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146170136","content_text":"Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.\nThe second reason is due to extraordinarily bullish investor sentiment.\nThe third reason is due to weak economic fundamentals.\nThe fourth reason is due to excessive debt levels.\nThe fifth reason is due to limited policy options.\n\nWith the S&P 500 (SPY) at all-time highs and seemingly endless “free liquidity” being provided by the Fed, the last thing most investors can envision right now is a major bear market or recession - particularly ones that will be the worst since the Great Depression of the 1930s!\nBut the facts we will detail in this article show that is highly likely to be the case. This is an extraordinary statement, but we are living in extraordinary times! Investors need to understand the risks they are facing now in order to prepare and profit from them in the future.\nHere are the five key reasons we believe the next stock bear market and recession will be worse than the Great Recession of 2008-2009 (when the S&P 500 fell 58% and it took about six years to recover), which will make it the worst since the 1930s (when the S&P 500 fell 86% and it took about 25 years to recover):\n1. Extremely High Asset Valuations\nInformed investors know that we are currently in an “Everything Bubble” driven by massive and persistent central bank money creation. Virtually every major financial asset is overvalued and priced to deliver low - or even negative - long-term returns.\nFor example, the Shiller P/E Ratio shown below is 30% higher than it was at the 1929 peak and is nearly as high as the all-time high in 2000. TheShiller P/E Ratiowas created by economist Robert Shiller and is calculated as the price of the S&P 500 divided by the average past 10 years of earnings, adjusted for inflation. It attempts to smooth the cyclicality of earnings. Historically, high Shiller P/E Ratios have led to below-average long-term returns.\nSource: Chart courtesy ofShiller PE Ratio, with annotations by Jon Wolfenbarger, CFA.\nWarren Buffett’s favorite valuation measure- and the one that best predicts future long-term stock market returns - is the Stock Market Capitalization To GDP Ratio, which is shown below. Based on this measure, stocks are trading 30% higher than the prior all-time high at the Tech Bubble peak of 2000! Stocks would have to fall over 60% for this ratio to return to the levels it reached at the stock market bottom in March 2009.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nIt is not just stocks that are priced to deliver poor returns. US Treasury bills and bonds are trading at historically low interest rates not far above zero (and some countries have negative interest rates), assuring very low returns until maturity. Also, corporate bond yields relative to Treasury bond yields are at historically low levels.\nReal estate is also expensive, with REITs trading at historically low dividend yields. And as shown in the chart below of theS&P/Case-Shiller 20-City Home Price Index, home prices are currently 27% higher than they were at the housing bubble peak of 2006!\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nImportantly, not only do high valuations lead to low long-term returns but they also usually lead to devastating bear markets on the path to those low long-term returns.\n2. Extraordinarily Bullish Investor Sentiment\nAlong with high asset valuations, investor sentiment is at sky-high levels of bullishness. When investors are very bullish, that is a bearish contrarian indicator.\nThe best investor sentiment indicators show where investors are actually putting their hard-earned money in anticipation of making a profit, not just what they say their “mood” is. For sentiment, we focus on investoractions, notwords.\nOne excellent sentiment indicator is the Equity Put/Call Ratio. When investors are bearish, they buy Put options in anticipation of profiting from a fall in stock prices. When they are bullish, they buy Call options in anticipation of profiting from a rise in stock prices. When the ratio of Puts to Calls is very high, that shows investors are very bearish, which is a bullish contrarian indicator. Conversely, when the ratio of Puts to Calls is very low, that shows investors are very bullish, which is a bearish contrarian indicator.\nThe chart below shows the Equity Put/Call Ratio, using the 100-day moving average to reduce short-term noise in this indicator. Over the past year, it has fallen to extremely low levels - well below those seen at the stock market peak in 2007.\nSource: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.\nThe next chart is the Rydex Asset Ratio, which is the ratio of investor assets in all Rydex bear and money market funds (bearish positioning) compared to investor assets in all Rydex bull funds (bullish positioning). As you can see, investors have been very bullishly positioned in US stocks for over seven years! The last time investors approached this level of bullishness was around the Tech Bubble peak of 2000.\nSource: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.\nWhen the majority of investors are already very bullish and “all in”, there is no one left to buy and lots of potential sellers when something changes, as it always does. Most investors will be shocked when their bullish expectations meet the harsh reality of a major bear market.\n3. Weak Economic Fundamentals\nThe US economy is not as strong as it used to be. That is certainly true in the wake of the Covid pandemic, but it has also been true for the past two decades. All of the taxes, regulations and other government interventions in the economy in recent decades have created a weaker and more fragile economy that will make the next recession even worse.\nThe chart below of Industrial Production shows it is only 8% higher than at the 2000 peak and is 1% lower than at the 2007 peak. It has nearly flatlined over the past two decades. That is much weaker than the 3.9% annual growth in Industrial Production from 1920 to 2000.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nTotal Nonfarm Employment, shown below, grew at a 2.5% annual rate from 1940 to 2000. Similar to Industrial Production, Employment has nearly flatlined over the past two decades. It has increased only 10% since the 2000 peak and only 6% since the 2007 peak. Sadly, it is still nearly 4% below the February 2020 peak.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\n4. Excessive Debt Levels\nThe chart below shows the US Total Debt To GDP Ratio is near recent all-time highs at 3.8 times (or 380%), even higher than the high levels preceding the Great Recession. Global Debt To GDP is also at record high levels over 300%, as is US Federal Debt To GDP at 125%.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nExcessive debt has been the problem with every financial crisis in history, due to prior money creation out of thin air. So the next one promises to be one for the history books given these unprecedented high debt levels. Debt liquidation and defaults will lead to deflation, particularly for asset prices, as we saw in the Great Recession and even more so in the Great Depression.\n5. Limited Policy Options\nThe primary “bull case” for the stock market and economy over the past 12 years since the Great Recession ended has been “free liquidity” provided in seemingly endless amounts by the Federal Reserve. It is almost as though money really does grow on trees!\nBut money created out of thin air does not create new goods and services that improve living standards. If it did, a place likeZimbabwewould be the wealthiest country in the world. However, newly created money can flow into financial assets, which helps explain why valuation levels are so high.\nThe graph below shows “Austrian” Money Supply (AMS), the best measure of money supply that is consistent withthis Austrian School of Economics definition(although it no longer includes traveler’s checks, which have been discontinued in the Fed’s database due to limited use these days). AMS is up 40% since February 2020 and is up an astounding 225% since the Great Recession ended in June 2009!\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nThis is well above the money supply growth that drove the Roaring ‘20s and ultimately led to the Great Depression of the 1930s, as detailed in economist Murray N. Rothbard’s definitive history of that period in his bookAmerica’s Great Depression. In this book, heexplained the cause of the boom and bust business cycle:\nThe “boom-bust” cycle is generated by monetary intervention in the market, specifically bank credit expansion to business…[B]ank credit expansion sets into motion the business cycle in all its phases: the inflationary boom, marked by expansion of the money supply and by malinvestment; the crisis, which arrives when credit expansion ceases and malinvestments become evident; and the depression recovery, the necessary adjustment process by which the economy returns to the most efficient ways of satisfying consumer desires.\nAll this money creation has enabled the Fed to target theFederal Funds Rateat only 0.1%, as shown below. While that is above the negative interest rates prevailing in some countries, it doesn’t leave much room for the Fed to cut rates to try to prevent a recession, particularly with inflation at over 5% now. And as the chart shows, the Fed cut rates throughout the prior three recessions and bear markets and was not able to stop them, since the market is bigger than the Fed. This leaves the stock market and economy very vulnerable in the next downturn, with potentially no “safety nets” to protect them.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nLastly, for the Keynesian economists who still believe the dogma that Federal budget deficits can prevent a recession - despite any evidence or logical theory to support it - the current Federal Budget Surplus/Deficit To GDP Ratio of -15% is the worst since World War II, as shown below. Given record-high government debt levels and deficits, how much more deficit spending will bond investors be willing to finance? And what good will it do, since deficits did not prevent the Great Recession?\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nImplications For Investors\nThere is much more that can be said to prove our case, but hopefully, the facts provided in this article are sufficient for investors to understand the current risks in financial assets and the economy.\nWhile the exact timing of the next bear market and recession is unknown and there are currently no signs of it with stocks at all-time highs, now is the time for investors to seek out information on how to identify the tell-tale signs of bear markets and how to profit from them, rather than being decimated by them, as the majority of investors, unfortunately, will be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817717829,"gmtCreate":1630988261261,"gmtModify":1676530435903,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817717829","repostId":"2165880909","repostType":4,"repost":{"id":"2165880909","pubTimestamp":1630973976,"share":"https://www.laohu8.com/m/news/2165880909?lang=&edition=full","pubTime":"2021-09-07 08:19","market":"us","language":"en","title":"These are the most important things to check on a stock's quote page before deciding whether to buy or sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2165880909","media":"MarketWatch","summary":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot","content":"<p>Become a smarter investor by knowing these secrets</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd10c4b54d3dae1621221f7903db5c0\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>Miramax/Courtesy Everett Collection</span></p>\n<p>There's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.</p>\n<p>Of course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.</p>\n<p>But to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.</p>\n<p>One way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.</p>\n<p><b>Here are 10 things more important than price that are available to investors, listed in alphabetical order:</b></p>\n<p><b>52-week high and low</b></p>\n<p>A stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.</p>\n<p>Although some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.</p>\n<p>\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"</p>\n<p><b>Analysts' estimates for EPS and revenue</b></p>\n<p>Michael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.</p>\n<p>Those and more can be found under the \"analyst estimates\" tab on a quote page.</p>\n<p>A look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.</p>\n<p>For example, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50656942d689198af3b07d9daf23f6aa\" tg-width=\"699\" tg-height=\"517\" referrerpolicy=\"no-referrer\"><span>Facebook Inc. MARKETWATCH</span></p>\n<p><b>Competitors</b></p>\n<p>It's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.</p>\n<p><b>Dividend yield</b></p>\n<p>Also on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.</p>\n<p>For example, Microsoft Corp.'s&nbsp;dividend yield as of the end of August 2021 was a little over half that of the S&amp;P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd61d5b4cd852aa306853f533c4ce6e9\" tg-width=\"700\" tg-height=\"253\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p>To see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.</p>\n<p><b>Free cash flow</b></p>\n<p>Free cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.</p>\n<p>How free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.</p>\n<p>The MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.</p>\n<p>For example, free cash flow&nbsp;was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.</p>\n<p><b>Gross profit margin</b></p>\n<p>Gross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.</p>\n<p>Gross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.</p>\n<p>For example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.</p>\n<p>Microsoft's 2020 gross profit margin also was more than double the S&amp;P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.</p>\n<p><b>P/E ratio</b></p>\n<p>The price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.</p>\n<p>To find it, click on the \"profile\" tab in a stock's quote page.</p>\n<p>For example, Google parent Alphabet Inc.'s stock&nbsp;(GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&amp;P 500 through the first eight months of 2021.</p>\n<p>In terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&amp;P 500.</p>\n<p>But despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.</p>\n<p>To chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/682c2646575b0581fe07d3602cc41cee\" tg-width=\"700\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p><b>Price-to-sales ratio</b></p>\n<p>Price relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.</p>\n<p>\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.</p>\n<p><b>Return on invested capital</b></p>\n<p>Return on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.</p>\n<p>For example, Apple's ROIC was a few percentage points above the S&amp;P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.</p>\n<p>\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.</p>\n<p><b>Short interest as a percent of float</b></p>\n<p>Short interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.</p>\n<p>Short interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.</p>\n<p>So a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.</p>\n<p>There is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc.&nbsp;and GameStop Corp.</p>\n<p><b>Keep going</b></p>\n<p>There is a lot more on stock quote pages that can be very helpful in sizing up a company:</p>\n<ul>\n <li>Board of directors, under the “profile” tab, gives a quick view of people making decisions for the company.</li>\n <li>Look at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.</li>\n <li>Charts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.</li>\n <li>The “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.</li>\n <li>A list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.</li>\n <li>Employee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.</li>\n <li>Multiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.</li>\n <li>The most recent insider transactions are under the “profile” tab.</li>\n</ul>","source":"lsy1603348471595","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>These are the most important things to check on a stock's quote page before deciding whether to buy or sell</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\">\nThese are the most important things to check on a stock's quote page before deciding whether to buy or sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page\">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",".IXIC":"NASDAQ Composite","GME":"游戏驿站",".DJI":"道琼斯","AAPL":"苹果",".SPX":"S&P 500 Index","AMZN":"亚马逊","AMC":"AMC院线"},"source_url":"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165880909","content_text":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.\nOf course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.\nBut to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.\nOne way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.\nHere are 10 things more important than price that are available to investors, listed in alphabetical order:\n52-week high and low\nA stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.\nAlthough some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.\n\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"\nAnalysts' estimates for EPS and revenue\nMichael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.\nThose and more can be found under the \"analyst estimates\" tab on a quote page.\nA look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.\nFor example, Facebook Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.\nFacebook Inc. MARKETWATCH\nCompetitors\nIt's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.\nDividend yield\nAlso on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.\nFor example, Microsoft Corp.'s dividend yield as of the end of August 2021 was a little over half that of the S&P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.\nMARKETWATCH, BIGCHARTS\nTo see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.\nFree cash flow\nFree cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.\nHow free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.\nThe MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.\nFor example, free cash flow was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.\nGross profit margin\nGross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.\nGross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.\nFor example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.\nMicrosoft's 2020 gross profit margin also was more than double the S&P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.\nP/E ratio\nThe price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.\nTo find it, click on the \"profile\" tab in a stock's quote page.\nFor example, Google parent Alphabet Inc.'s stock (GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&P 500 through the first eight months of 2021.\nIn terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&P 500.\nBut despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.\nTo chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"\nMARKETWATCH, BIGCHARTS\nPrice-to-sales ratio\nPrice relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.\n\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.\nReturn on invested capital\nReturn on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.\nFor example, Apple's ROIC was a few percentage points above the S&P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.\n\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.\nShort interest as a percent of float\nShort interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.\nShort interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.\nSo a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.\nThere is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc. and GameStop Corp.\nKeep going\nThere is a lot more on stock quote pages that can be very helpful in sizing up a company:\n\nBoard of directors, under the “profile” tab, gives a quick view of people making decisions for the company.\nLook at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.\nCharts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.\nThe “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.\nA list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.\nEmployee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.\nMultiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.\nThe most recent insider transactions are under the “profile” tab.","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812697632,"gmtCreate":1630580445526,"gmtModify":1676530346155,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No god no please no!!","listText":"No god no please no!!","text":"No god no please no!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812697632","repostId":"1146170136","repostType":4,"repost":{"id":"1146170136","pubTimestamp":1630576860,"share":"https://www.laohu8.com/m/news/1146170136?lang=&edition=full","pubTime":"2021-09-02 18:01","market":"us","language":"en","title":"5 Reasons The Next Stock Bear Market And Recession Could Be The Worst Since The 1930s","url":"https://stock-news.laohu8.com/highlight/detail?id=1146170136","media":"seekingalpha","summary":"Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst sinc","content":"<p>Summary</p>\n<ul>\n <li>The first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.</li>\n <li>The second reason is due to extraordinarily bullish investor sentiment.</li>\n <li>The third reason is due to weak economic fundamentals.</li>\n <li>The fourth reason is due to excessive debt levels.</li>\n <li>The fifth reason is due to limited policy options.</li>\n</ul>\n<p>With the S&amp;P 500 (SPY) at all-time highs and seemingly endless “free liquidity” being provided by the Fed, the last thing most investors can envision right now is a major bear market or recession - particularly ones that will be the worst since the Great Depression of the 1930s!</p>\n<p>But the facts we will detail in this article show that is&nbsp;<i>highly likely</i>&nbsp;to be the case. This is an extraordinary statement, but we are living in extraordinary times! Investors need to understand the risks they are facing now in order to prepare and profit from them in the future.</p>\n<p>Here are the five key reasons we believe the next stock bear market and recession will be worse than the Great Recession of 2008-2009 (when the S&amp;P 500 fell 58% and it took about six years to recover), which will make it the worst since the 1930s (when the S&amp;P 500 fell 86% and it took about 25 years to recover):</p>\n<p><b>1. Extremely High Asset Valuations</b></p>\n<p>Informed investors know that we are currently in an “Everything Bubble” driven by massive and persistent central bank money creation. Virtually every major financial asset is overvalued and priced to deliver low - or even negative - long-term returns.</p>\n<p>For example, the Shiller P/E Ratio shown below is 30% higher than it was at the 1929 peak and is nearly as high as the all-time high in 2000. TheShiller P/E Ratiowas created by economist Robert Shiller and is calculated as the price of the S&amp;P 500 divided by the average past 10 years of earnings, adjusted for inflation. It attempts to smooth the cyclicality of earnings. Historically, high Shiller P/E Ratios have led to below-average long-term returns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66f9a3f8fedee54d3a30a15b70138ab5\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofShiller PE Ratio, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Warren Buffett’s favorite valuation measure- and the one that best predicts future long-term stock market returns - is the Stock Market Capitalization To GDP Ratio, which is shown below. Based on this measure, stocks are trading 30% higher than the prior all-time high at the Tech Bubble peak of 2000! Stocks would have to fall over 60% for this ratio to return to the levels it reached at the stock market bottom in March 2009.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d270087f9958674d30bed139425fe08e\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>It is not just stocks that are priced to deliver poor returns. US Treasury bills and bonds are trading at historically low interest rates not far above zero (and some countries have negative interest rates), assuring very low returns until maturity. Also, corporate bond yields relative to Treasury bond yields are at historically low levels.</p>\n<p>Real estate is also expensive, with REITs trading at historically low dividend yields. And as shown in the chart below of theS&amp;P/Case-Shiller 20-City Home Price Index, home prices are currently 27% higher than they were at the housing bubble peak of 2006!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c011c579b31844dd761b260b1adb7600\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Importantly, not only do high valuations lead to low long-term returns but they also usually lead to devastating bear markets on the path to those low long-term returns.</p>\n<p><b>2. Extraordinarily Bullish Investor Sentiment</b></p>\n<p>Along with high asset valuations, investor sentiment is at sky-high levels of bullishness. When investors are very bullish, that is a bearish contrarian indicator.</p>\n<p>The best investor sentiment indicators show where investors are actually putting their hard-earned money in anticipation of making a profit, not just what they say their “mood” is. For sentiment, we focus on investor<i>actions</i>, not<i>words</i>.</p>\n<p>One excellent sentiment indicator is the Equity Put/Call Ratio. When investors are bearish, they buy Put options in anticipation of profiting from a fall in stock prices. When they are bullish, they buy Call options in anticipation of profiting from a rise in stock prices. When the ratio of Puts to Calls is very high, that shows investors are very bearish, which is a bullish contrarian indicator. Conversely, when the ratio of Puts to Calls is very low, that shows investors are very bullish, which is a bearish contrarian indicator.</p>\n<p>The chart below shows the Equity Put/Call Ratio, using the 100-day moving average to reduce short-term noise in this indicator. Over the past year, it has fallen to extremely low levels - well below those seen at the stock market peak in 2007.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f4ac510219add2cccd009014b44162b\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>The next chart is the Rydex Asset Ratio, which is the ratio of investor assets in all Rydex bear and money market funds (bearish positioning) compared to investor assets in all Rydex bull funds (bullish positioning). As you can see, investors have been very bullishly positioned in US stocks for over seven years! The last time investors approached this level of bullishness was around the Tech Bubble peak of 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30902a5fd01f363fd7dc95147f34735a\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>When the majority of investors are already very bullish and “all in”, there is no one left to buy and lots of potential sellers when something changes, as it always does. Most investors will be shocked when their bullish expectations meet the harsh reality of a major bear market.</p>\n<p><b>3. Weak Economic Fundamentals</b></p>\n<p>The US economy is not as strong as it used to be. That is certainly true in the wake of the Covid pandemic, but it has also been true for the past two decades. All of the taxes, regulations and other government interventions in the economy in recent decades have created a weaker and more fragile economy that will make the next recession even worse.</p>\n<p>The chart below of Industrial Production shows it is only 8% higher than at the 2000 peak and is 1% lower than at the 2007 peak. It has nearly flatlined over the past two decades. That is much weaker than the 3.9% annual growth in Industrial Production from 1920 to 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3b30a4514e3707d1aaaf03a81dd5d3d\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Total Nonfarm Employment, shown below, grew at a 2.5% annual rate from 1940 to 2000. Similar to Industrial Production, Employment has nearly flatlined over the past two decades. It has increased only 10% since the 2000 peak and only 6% since the 2007 peak. Sadly, it is still nearly 4% below the February 2020 peak.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7778bd8479e8800718b3abdcdf0dfb\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p><b>4. Excessive Debt Levels</b></p>\n<p>The chart below shows the US Total Debt To GDP Ratio is near recent all-time highs at 3.8 times (or 380%), even higher than the high levels preceding the Great Recession. Global Debt To GDP is also at record high levels over 300%, as is US Federal Debt To GDP at 125%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563808ddc51f6a6b821f4abde5f62d17\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Excessive debt has been the problem with every financial crisis in history, due to prior money creation out of thin air. So the next one promises to be one for the history books given these unprecedented high debt levels. Debt liquidation and defaults will lead to deflation, particularly for asset prices, as we saw in the Great Recession and even more so in the Great Depression.</p>\n<p><b>5. Limited Policy Options</b></p>\n<p>The primary “bull case” for the stock market and economy over the past 12 years since the Great Recession ended has been “free liquidity” provided in seemingly endless amounts by the Federal Reserve. It is almost as though money really does grow on trees!</p>\n<p>But money created out of thin air does not create new goods and services that improve living standards. If it did, a place likeZimbabwewould be the wealthiest country in the world. However, newly created money can flow into financial assets, which helps explain why valuation levels are so high.</p>\n<p>The graph below shows “Austrian” Money Supply (AMS), the best measure of money supply that is consistent withthis Austrian School of Economics definition(although it no longer includes traveler’s checks, which have been discontinued in the Fed’s database due to limited use these days). AMS is up 40% since February 2020 and is up an astounding 225% since the Great Recession ended in June 2009!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3844fc699c58ff48effcc5918378bfcd\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>This is well above the money supply growth that drove the Roaring ‘20s and ultimately led to the Great Depression of the 1930s, as detailed in economist Murray N. Rothbard’s definitive history of that period in his book<i>America’s Great Depression</i>. In this book, heexplained the cause of the boom and bust business cycle:</p>\n<p><i>The “boom-bust” cycle is generated by monetary intervention in the market, specifically bank credit expansion to business…[B]ank credit expansion sets into motion the business cycle in all its phases: the inflationary boom, marked by expansion of the money supply and by malinvestment; the crisis, which arrives when credit expansion ceases and malinvestments become evident; and the depression recovery, the necessary adjustment process by which the economy returns to the most efficient ways of satisfying consumer desires.</i></p>\n<p>All this money creation has enabled the Fed to target theFederal Funds Rateat only 0.1%, as shown below. While that is above the negative interest rates prevailing in some countries, it doesn’t leave much room for the Fed to cut rates to try to prevent a recession, particularly with inflation at over 5% now. And as the chart shows, the Fed cut rates throughout the prior three recessions and bear markets and was not able to stop them, since the market is bigger than the Fed. This leaves the stock market and economy very vulnerable in the next downturn, with potentially no “safety nets” to protect them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62449341ea09ce506389102e838a6cf4\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p>Lastly, for the Keynesian economists who still believe the dogma that Federal budget deficits can prevent a recession - despite any evidence or logical theory to support it - the current Federal Budget Surplus/Deficit To GDP Ratio of -15% is the worst since World War II, as shown below. Given record-high government debt levels and deficits, how much more deficit spending will bond investors be willing to finance? And what good will it do, since deficits did not prevent the Great Recession?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26c9f09598045b1c92a037cc0e326f86\" tg-width=\"640\" tg-height=\"275\" width=\"100%\" height=\"auto\"><span>Source: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.</span></p>\n<p><b>Implications For Investors</b></p>\n<p>There is much more that can be said to prove our case, but hopefully, the facts provided in this article are sufficient for investors to understand the current risks in financial assets and the economy.</p>\n<p>While the exact timing of the next bear market and recession is unknown and there are currently no signs of it with stocks at all-time highs, now is the time for investors to seek out information on how to identify the tell-tale signs of bear markets and how to profit from them, rather than being decimated by them, as the majority of investors, unfortunately, will be.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons The Next Stock Bear Market And Recession Could Be The Worst Since The 1930s</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; 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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\">\n5 Reasons The Next Stock Bear Market And Recession Could Be The Worst Since The 1930s\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.\nThe second reason is due to extraordinarily ...</p>\n\n<a href=\"https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4452860-5-reasons-the-next-stock-bear-market-and-recession-could-be-the-worst-since-the-1930s","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146170136","content_text":"Summary\n\nThe first reason we believe the next stock bear market and recession will be the worst since the 1930s is due to extremely high asset valuations.\nThe second reason is due to extraordinarily bullish investor sentiment.\nThe third reason is due to weak economic fundamentals.\nThe fourth reason is due to excessive debt levels.\nThe fifth reason is due to limited policy options.\n\nWith the S&P 500 (SPY) at all-time highs and seemingly endless “free liquidity” being provided by the Fed, the last thing most investors can envision right now is a major bear market or recession - particularly ones that will be the worst since the Great Depression of the 1930s!\nBut the facts we will detail in this article show that is highly likely to be the case. This is an extraordinary statement, but we are living in extraordinary times! Investors need to understand the risks they are facing now in order to prepare and profit from them in the future.\nHere are the five key reasons we believe the next stock bear market and recession will be worse than the Great Recession of 2008-2009 (when the S&P 500 fell 58% and it took about six years to recover), which will make it the worst since the 1930s (when the S&P 500 fell 86% and it took about 25 years to recover):\n1. Extremely High Asset Valuations\nInformed investors know that we are currently in an “Everything Bubble” driven by massive and persistent central bank money creation. Virtually every major financial asset is overvalued and priced to deliver low - or even negative - long-term returns.\nFor example, the Shiller P/E Ratio shown below is 30% higher than it was at the 1929 peak and is nearly as high as the all-time high in 2000. TheShiller P/E Ratiowas created by economist Robert Shiller and is calculated as the price of the S&P 500 divided by the average past 10 years of earnings, adjusted for inflation. It attempts to smooth the cyclicality of earnings. Historically, high Shiller P/E Ratios have led to below-average long-term returns.\nSource: Chart courtesy ofShiller PE Ratio, with annotations by Jon Wolfenbarger, CFA.\nWarren Buffett’s favorite valuation measure- and the one that best predicts future long-term stock market returns - is the Stock Market Capitalization To GDP Ratio, which is shown below. Based on this measure, stocks are trading 30% higher than the prior all-time high at the Tech Bubble peak of 2000! Stocks would have to fall over 60% for this ratio to return to the levels it reached at the stock market bottom in March 2009.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nIt is not just stocks that are priced to deliver poor returns. US Treasury bills and bonds are trading at historically low interest rates not far above zero (and some countries have negative interest rates), assuring very low returns until maturity. Also, corporate bond yields relative to Treasury bond yields are at historically low levels.\nReal estate is also expensive, with REITs trading at historically low dividend yields. And as shown in the chart below of theS&P/Case-Shiller 20-City Home Price Index, home prices are currently 27% higher than they were at the housing bubble peak of 2006!\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nImportantly, not only do high valuations lead to low long-term returns but they also usually lead to devastating bear markets on the path to those low long-term returns.\n2. Extraordinarily Bullish Investor Sentiment\nAlong with high asset valuations, investor sentiment is at sky-high levels of bullishness. When investors are very bullish, that is a bearish contrarian indicator.\nThe best investor sentiment indicators show where investors are actually putting their hard-earned money in anticipation of making a profit, not just what they say their “mood” is. For sentiment, we focus on investoractions, notwords.\nOne excellent sentiment indicator is the Equity Put/Call Ratio. When investors are bearish, they buy Put options in anticipation of profiting from a fall in stock prices. When they are bullish, they buy Call options in anticipation of profiting from a rise in stock prices. When the ratio of Puts to Calls is very high, that shows investors are very bearish, which is a bullish contrarian indicator. Conversely, when the ratio of Puts to Calls is very low, that shows investors are very bullish, which is a bearish contrarian indicator.\nThe chart below shows the Equity Put/Call Ratio, using the 100-day moving average to reduce short-term noise in this indicator. Over the past year, it has fallen to extremely low levels - well below those seen at the stock market peak in 2007.\nSource: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.\nThe next chart is the Rydex Asset Ratio, which is the ratio of investor assets in all Rydex bear and money market funds (bearish positioning) compared to investor assets in all Rydex bull funds (bullish positioning). As you can see, investors have been very bullishly positioned in US stocks for over seven years! The last time investors approached this level of bullishness was around the Tech Bubble peak of 2000.\nSource: Chart courtesy ofStockCharts.com, with annotations by Jon Wolfenbarger, CFA.\nWhen the majority of investors are already very bullish and “all in”, there is no one left to buy and lots of potential sellers when something changes, as it always does. Most investors will be shocked when their bullish expectations meet the harsh reality of a major bear market.\n3. Weak Economic Fundamentals\nThe US economy is not as strong as it used to be. That is certainly true in the wake of the Covid pandemic, but it has also been true for the past two decades. All of the taxes, regulations and other government interventions in the economy in recent decades have created a weaker and more fragile economy that will make the next recession even worse.\nThe chart below of Industrial Production shows it is only 8% higher than at the 2000 peak and is 1% lower than at the 2007 peak. It has nearly flatlined over the past two decades. That is much weaker than the 3.9% annual growth in Industrial Production from 1920 to 2000.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nTotal Nonfarm Employment, shown below, grew at a 2.5% annual rate from 1940 to 2000. Similar to Industrial Production, Employment has nearly flatlined over the past two decades. It has increased only 10% since the 2000 peak and only 6% since the 2007 peak. Sadly, it is still nearly 4% below the February 2020 peak.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\n4. Excessive Debt Levels\nThe chart below shows the US Total Debt To GDP Ratio is near recent all-time highs at 3.8 times (or 380%), even higher than the high levels preceding the Great Recession. Global Debt To GDP is also at record high levels over 300%, as is US Federal Debt To GDP at 125%.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nExcessive debt has been the problem with every financial crisis in history, due to prior money creation out of thin air. So the next one promises to be one for the history books given these unprecedented high debt levels. Debt liquidation and defaults will lead to deflation, particularly for asset prices, as we saw in the Great Recession and even more so in the Great Depression.\n5. Limited Policy Options\nThe primary “bull case” for the stock market and economy over the past 12 years since the Great Recession ended has been “free liquidity” provided in seemingly endless amounts by the Federal Reserve. It is almost as though money really does grow on trees!\nBut money created out of thin air does not create new goods and services that improve living standards. If it did, a place likeZimbabwewould be the wealthiest country in the world. However, newly created money can flow into financial assets, which helps explain why valuation levels are so high.\nThe graph below shows “Austrian” Money Supply (AMS), the best measure of money supply that is consistent withthis Austrian School of Economics definition(although it no longer includes traveler’s checks, which have been discontinued in the Fed’s database due to limited use these days). AMS is up 40% since February 2020 and is up an astounding 225% since the Great Recession ended in June 2009!\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nThis is well above the money supply growth that drove the Roaring ‘20s and ultimately led to the Great Depression of the 1930s, as detailed in economist Murray N. Rothbard’s definitive history of that period in his bookAmerica’s Great Depression. In this book, heexplained the cause of the boom and bust business cycle:\nThe “boom-bust” cycle is generated by monetary intervention in the market, specifically bank credit expansion to business…[B]ank credit expansion sets into motion the business cycle in all its phases: the inflationary boom, marked by expansion of the money supply and by malinvestment; the crisis, which arrives when credit expansion ceases and malinvestments become evident; and the depression recovery, the necessary adjustment process by which the economy returns to the most efficient ways of satisfying consumer desires.\nAll this money creation has enabled the Fed to target theFederal Funds Rateat only 0.1%, as shown below. While that is above the negative interest rates prevailing in some countries, it doesn’t leave much room for the Fed to cut rates to try to prevent a recession, particularly with inflation at over 5% now. And as the chart shows, the Fed cut rates throughout the prior three recessions and bear markets and was not able to stop them, since the market is bigger than the Fed. This leaves the stock market and economy very vulnerable in the next downturn, with potentially no “safety nets” to protect them.\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nLastly, for the Keynesian economists who still believe the dogma that Federal budget deficits can prevent a recession - despite any evidence or logical theory to support it - the current Federal Budget Surplus/Deficit To GDP Ratio of -15% is the worst since World War II, as shown below. Given record-high government debt levels and deficits, how much more deficit spending will bond investors be willing to finance? And what good will it do, since deficits did not prevent the Great Recession?\nSource: Chart courtesy ofFRED, with annotations by Jon Wolfenbarger, CFA.\nImplications For Investors\nThere is much more that can be said to prove our case, but hopefully, the facts provided in this article are sufficient for investors to understand the current risks in financial assets and the economy.\nWhile the exact timing of the next bear market and recession is unknown and there are currently no signs of it with stocks at all-time highs, now is the time for investors to seek out information on how to identify the tell-tale signs of bear markets and how to profit from them, rather than being decimated by them, as the majority of investors, unfortunately, will be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895061458,"gmtCreate":1628695095774,"gmtModify":1676529825228,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895061458","repostId":"1149859103","repostType":4,"repost":{"id":"1149859103","pubTimestamp":1628694829,"share":"https://www.laohu8.com/m/news/1149859103?lang=&edition=full","pubTime":"2021-08-11 23:13","market":"us","language":"en","title":"Chinese Electric-Vehicle Maker Aiways Explores 2021 U.S. IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1149859103","media":"Bloomberg","summary":"Aichi Automobile Co., an electric-vehicle startup better known as Aiways, is exploring a U.S. initia","content":"<p>Aichi Automobile Co., an electric-vehicle startup better known as Aiways, is exploring a U.S. initial public offering that could occur as soon as this year, according to people with knowledge of the matter.</p>\n<p>The Shanghai-based company is working with underwriters ahead of a listing in which it could raise about $300 million, said the people, who asked not to identified discussing information that isn’t public.</p>\n<p>An Aiways representative declined to comment.</p>\n<p>The company, which has its European headquarters in Munich, was seeking funding from investors including ride-hailing giant Didi Global Inc. to fuel its global expansion in a transaction that may have valued Aiways at more than $2 billion, Bloomberg News reported in January.</p>\n<p>Founded in 2017 by Chinese entrepreneurs Samuel Fu and Gary Gu, the startup has a manufacturing base in Shangrao, China, and has an initial production capacity of 150,000 cars a year. The automaker’s SUV, known as the Aiways U5 and currently available only in Germany, takes 35 minutes to charge to 80% from 20% and can travel more than 400 kilometers (250 miles) with one full charge, according to itswebsite.</p>\n<p>This week, Aiways said it would supply Finn.auto, a car-subscription company, with at least 500 Aiways vehicles. The company has said another vehicle, the Aiways U6, will be available in European markets in 2022 and that order books are open in Germany, the Netherlands, Belgium, Denmark, France and Israel.</p>\n<p>Electric-vehicle adoption is projected to steeply accelerate in coming years, with sales expected to jump to 14 million in 2025 from 3.1 million in 2020, according to areportfrom BloombergNEF. That would represent 16% of global passenger vehicle sales in 2025, though electric-vehicle sales are expected to be higher in Germany and China at almost 40% and 25%, respectively, BloombergNEF says.</p>\n<p>Other electric-vehicle makers have pursued U.S. listings through mergers with blank-check firms, including Faraday Future Intelligent Electric Inc., Canoo Inc. and Fisker Inc., though many stocks havetumbledfrom their peaks.</p>","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>Chinese Electric-Vehicle Maker Aiways Explores 2021 U.S. IPO</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\">\nChinese Electric-Vehicle Maker Aiways Explores 2021 U.S. IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-11/chinese-electric-vehicle-maker-aiways-explores-2021-u-s-ipo><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aichi Automobile Co., an electric-vehicle startup better known as Aiways, is exploring a U.S. initial public offering that could occur as soon as this year, according to people with knowledge of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-11/chinese-electric-vehicle-maker-aiways-explores-2021-u-s-ipo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-11/chinese-electric-vehicle-maker-aiways-explores-2021-u-s-ipo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149859103","content_text":"Aichi Automobile Co., an electric-vehicle startup better known as Aiways, is exploring a U.S. initial public offering that could occur as soon as this year, according to people with knowledge of the matter.\nThe Shanghai-based company is working with underwriters ahead of a listing in which it could raise about $300 million, said the people, who asked not to identified discussing information that isn’t public.\nAn Aiways representative declined to comment.\nThe company, which has its European headquarters in Munich, was seeking funding from investors including ride-hailing giant Didi Global Inc. to fuel its global expansion in a transaction that may have valued Aiways at more than $2 billion, Bloomberg News reported in January.\nFounded in 2017 by Chinese entrepreneurs Samuel Fu and Gary Gu, the startup has a manufacturing base in Shangrao, China, and has an initial production capacity of 150,000 cars a year. The automaker’s SUV, known as the Aiways U5 and currently available only in Germany, takes 35 minutes to charge to 80% from 20% and can travel more than 400 kilometers (250 miles) with one full charge, according to itswebsite.\nThis week, Aiways said it would supply Finn.auto, a car-subscription company, with at least 500 Aiways vehicles. The company has said another vehicle, the Aiways U6, will be available in European markets in 2022 and that order books are open in Germany, the Netherlands, Belgium, Denmark, France and Israel.\nElectric-vehicle adoption is projected to steeply accelerate in coming years, with sales expected to jump to 14 million in 2025 from 3.1 million in 2020, according to areportfrom BloombergNEF. That would represent 16% of global passenger vehicle sales in 2025, though electric-vehicle sales are expected to be higher in Germany and China at almost 40% and 25%, respectively, BloombergNEF says.\nOther electric-vehicle makers have pursued U.S. listings through mergers with blank-check firms, including Faraday Future Intelligent Electric Inc., Canoo Inc. and Fisker Inc., though many stocks havetumbledfrom their peaks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805866220,"gmtCreate":1627870423660,"gmtModify":1703496879652,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noooo","listText":"Noooo","text":"Noooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805866220","repostId":"1171825001","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801501405,"gmtCreate":1627521265307,"gmtModify":1703491541898,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/801501405","repostId":"1166151449","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803108237,"gmtCreate":1627426634429,"gmtModify":1703489542826,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lets beat cancer!!","listText":"Lets beat cancer!!","text":"Lets beat cancer!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803108237","repostId":"1123658607","repostType":2,"repost":{"id":"1123658607","pubTimestamp":1627347222,"share":"https://www.laohu8.com/m/news/1123658607?lang=&edition=full","pubTime":"2021-07-27 08:53","market":"us","language":"en","title":"TYME Stock: The Cancer Treatment News That’s Boosting Tyme Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1123658607","media":"investorplace","summary":"While the focus for most of last week and today has been centered around cryptocurrency and public o","content":"<p>While the focus for most of last week and today has been centered around cryptocurrency and public offerings, biotech companies have been quietly making a killing. New deals, patents, expansions and clinical trial results have been pushing a great deal of medical stocks upward at impressive rates. Joining the ranks of big gainers today is&nbsp;<b>Tyme Technologies</b>(NASDAQ:<b><u>TYME</u></b>). Thanks to the announcement of a patent approval, TYME stock is soaring quite high.</p>\n<p>Tyme is a Bedminster, New Jersey-based, small cap biotech outfit. The company develops cancer metabolism-based therapies, or CMBTs, which take advantage of cancer cells’ differing metabolic functions to kill them. The company is announcing today some great news in the form of apatent approval. The patent will protect Tyme’s development of its CMBT treatment product.</p>\n<p>The company’s CMBT therapy is an oral therapy that combines tyrosine with a therapeutic agent. In essence, tyrosine is one of the non-essential amino acids on which cancer cells feverishly consume. Cancer cells need far more of these compounds because they don’t produce enough of their own. Since cancer cells metabolize far greater amounts of these non-essential components than the average cell, the therapeutic agent is more easily introduced to these cells. The agent then kills the cell.</p>\n<p>TYME Stock Soars on Patent News</p>\n<p>According to Tyme’s CSO, Steve Hoffman, the company plans to move forward with the development of the therapy in a way that is even safer and more effective than its current formula. All in all, this news is great for investors; with a patent secured, and an already promising initial product in the books, there are further growth prospects for TYME stock, which will attract new investors.</p>\n<p>The news is already paying off nicely for TYME. The stock is up over 72% on the news, and volume is massively increasing. 214 million shares of TYME are changing hands today, far greater than the average 2.7 million.</p>","source":"lsy1606302653667","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>TYME Stock: The Cancer Treatment News That’s Boosting Tyme Today</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\">\nTYME Stock: The Cancer Treatment News That’s Boosting Tyme Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/tyme-stock-the-cancer-treatment-news-thats-boosting-tyme-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the focus for most of last week and today has been centered around cryptocurrency and public offerings, biotech companies have been quietly making a killing. New deals, patents, expansions and ...</p>\n\n<a href=\"https://investorplace.com/2021/07/tyme-stock-the-cancer-treatment-news-thats-boosting-tyme-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TYME":"Tyme Technologies, Inc."},"source_url":"https://investorplace.com/2021/07/tyme-stock-the-cancer-treatment-news-thats-boosting-tyme-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123658607","content_text":"While the focus for most of last week and today has been centered around cryptocurrency and public offerings, biotech companies have been quietly making a killing. New deals, patents, expansions and clinical trial results have been pushing a great deal of medical stocks upward at impressive rates. Joining the ranks of big gainers today is Tyme Technologies(NASDAQ:TYME). Thanks to the announcement of a patent approval, TYME stock is soaring quite high.\nTyme is a Bedminster, New Jersey-based, small cap biotech outfit. The company develops cancer metabolism-based therapies, or CMBTs, which take advantage of cancer cells’ differing metabolic functions to kill them. The company is announcing today some great news in the form of apatent approval. The patent will protect Tyme’s development of its CMBT treatment product.\nThe company’s CMBT therapy is an oral therapy that combines tyrosine with a therapeutic agent. In essence, tyrosine is one of the non-essential amino acids on which cancer cells feverishly consume. Cancer cells need far more of these compounds because they don’t produce enough of their own. Since cancer cells metabolize far greater amounts of these non-essential components than the average cell, the therapeutic agent is more easily introduced to these cells. The agent then kills the cell.\nTYME Stock Soars on Patent News\nAccording to Tyme’s CSO, Steve Hoffman, the company plans to move forward with the development of the therapy in a way that is even safer and more effective than its current formula. All in all, this news is great for investors; with a patent secured, and an already promising initial product in the books, there are further growth prospects for TYME stock, which will attract new investors.\nThe news is already paying off nicely for TYME. The stock is up over 72% on the news, and volume is massively increasing. 214 million shares of TYME are changing hands today, far greater than the average 2.7 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177548684,"gmtCreate":1627255242048,"gmtModify":1703485930130,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Netflix and chill!","listText":"Netflix and chill!","text":"Netflix and chill!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177548684","repostId":"1115106146","repostType":4,"repost":{"id":"1115106146","pubTimestamp":1627182277,"share":"https://www.laohu8.com/m/news/1115106146?lang=&edition=full","pubTime":"2021-07-25 11:04","market":"us","language":"en","title":"Will Netflix Be a Trillion-Dollar Stock by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115106146","media":"Motley Fool","summary":"Will the streaming leader join the 12-zero club within the next decade?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Netflix is the FAANG stock with the smallest market cap.</li>\n <li>It will face tough competition over the next decade.</li>\n <li>Its chances of joining the trillion-dollar club by 2030 are slim.</li>\n</ul>\n<p><b>Netflix</b>(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include&nbsp;<b>Facebook</b>,<b>Amazon</b>,<b>Apple</b>, and Google's parent company&nbsp;<b>Alphabet</b>.</p>\n<p>But with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68592db9e2c6f47c122855a95129a4c\" tg-width=\"2000\" tg-height=\"1095\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NETFLIX.</span></p>\n<p><b>The story thus far...</b></p>\n<p>Netflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.</p>\n<p>Netflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.</p>\n<p>That expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including&nbsp;<i>Orange is the New Blac</i>k,<i>House of Cards</i>, and&nbsp;<i>Hemlock Grove</i>-- to lock in its subscribers and reduce its dependence on licensed content.</p>\n<p>Netflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.</p>\n<p>Between 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.</p>\n<p><b>The challenges ahead...</b></p>\n<p>Netflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is&nbsp;<b>Disney</b>(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.</p>\n<p>Disney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platform<i>ten years</i>to hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d16de9232c81308fb95b1bfeeab68e\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Disney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.</p>\n<p>Other challengers include Amazon's Prime Video,<b>AT&amp;T</b>'s HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.</p>\n<p>Netflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an&nbsp;online store&nbsp;to sell tie-in merchandise. It's also planning to expand into&nbsp;video games&nbsp;by offering free mobile games to subscribers.</p>\n<p><b>The road to $1 trillion</b></p>\n<p>Netflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.</p>\n<p>Analysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.</p>\n<p>But let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.</p>\n<p>If Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.</p>\n<p>If Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.</p>\n<p>But Netflix's&nbsp;price-to-sales&nbsp;ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart&nbsp;<b>iQiyi</b>, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform&nbsp;loses its momentum.</p>\n<p><b>The key takeaways</b></p>\n<p>Netflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its&nbsp;FAANG peers&nbsp;in the trillion-dollar club by 2030 are slim.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Be a Trillion-Dollar Stock by 2030?</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\">\nWill Netflix Be a Trillion-Dollar Stock by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115106146","content_text":"Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include Facebook,Amazon,Apple, and Google's parent company Alphabet.\nBut with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?\nIMAGE SOURCE: NETFLIX.\nThe story thus far...\nNetflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.\nNetflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.\nThat expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including Orange is the New Black,House of Cards, and Hemlock Grove-- to lock in its subscribers and reduce its dependence on licensed content.\nNetflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.\nBetween 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.\nThe challenges ahead...\nNetflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is Disney(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.\nDisney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platformten yearsto hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.\nIMAGE SOURCE: GETTY IMAGES.\nDisney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.\nOther challengers include Amazon's Prime Video,AT&T's HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.\nNetflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an online store to sell tie-in merchandise. It's also planning to expand into video games by offering free mobile games to subscribers.\nThe road to $1 trillion\nNetflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.\nAnalysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.\nBut let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.\nIf Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.\nIf Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.\nBut Netflix's price-to-sales ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart iQiyi, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform loses its momentum.\nThe key takeaways\nNetflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its FAANG peers in the trillion-dollar club by 2030 are slim.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171614586,"gmtCreate":1626741824445,"gmtModify":1703764188147,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/171614586","repostId":"2152651282","repostType":4,"repost":{"id":"2152651282","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":1626736933,"share":"https://www.laohu8.com/m/news/2152651282?lang=&edition=full","pubTime":"2021-07-20 07:22","market":"us","language":"en","title":"Biden says inflation temporary; Fed should do what it deems necessary for recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2152651282","media":"Reuters","summary":"WASHINGTON, July 19 (Reuters) - U.S. President Joe Biden on Monday said an increase in prices was ex","content":"<p>WASHINGTON, July 19 (Reuters) - U.S. President Joe Biden on Monday said an increase in prices was expected to be temporary, but his administration understood that unchecked inflation over the longer term would pose a \"real challenge\" to the economy and would remain vigilant.</p>\n<p>Biden said he told Federal Reserve Board Chair Jerome Powell recently that the Fed was independent and should take whatever steps it deems necessary to support a strong, durable recovery.</p>\n<p>\"As our economy comes roaring back, we've seen some price increases,\" Biden said, while rejecting concerns the recent increases could be a sign of persistent inflation.</p>\n<p>He said his administration was doing all it could to address supply chain bottlenecks that had pushed up the price of cars, and noted that lumber prices were now easing after spiking higher early in the recovery.</p>\n<p>\"I want to be clear: my administration understands that were we ever to experience unchecked inflation in the long term, that would pose a real challenge for our economy,\" he said. \"While we're confident that isn't what we're seeing today, we're going to remain vigilant about any response that is needed.\"</p>\n<p>Biden said he had also made that point clear to Powell: \"The Fed is independent. It should take whatever steps it deems necessary to support a strong, durable economic recovery.\"</p>\n<p>Growing concerns about inflation dragged U.S. consumer sentiment in early July to its lowest level in five months, a survey showed Friday, after a 0.9% jump in consumer prices in June, the biggest increase in 13 years, but economists continue to believe that higher inflation is transitory.</p>\n<p>The Democratic president said his plans to invest more in infrastructure, as well as better care for older people and children, would help reduce inflationary pressures in the future by boosting productivity.</p>\n<p>\"These steps will enhance our productivity, raising wages without raising prices,\" he said. \"It will take the pressure off of inflation, give a boost to our workforce which leads to lower prices in the years ahead.\"</p>\n<p>He said critics had warned repeatedly that his economic policies would lead to an end to capitalism, but economists were now predicting the United States would hit its highest economic growth rate in 40 years.</p>\n<p>\"It turns out capitalism is alive and very well,\" he said. \"We're making serious progress to ensure that it works the way it's supposed to work for the good of the American people.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden says inflation temporary; Fed should do what it deems necessary for recovery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden says inflation temporary; Fed should do what it deems necessary for recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-20 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 19 (Reuters) - U.S. President Joe Biden on Monday said an increase in prices was expected to be temporary, but his administration understood that unchecked inflation over the longer term would pose a \"real challenge\" to the economy and would remain vigilant.</p>\n<p>Biden said he told Federal Reserve Board Chair Jerome Powell recently that the Fed was independent and should take whatever steps it deems necessary to support a strong, durable recovery.</p>\n<p>\"As our economy comes roaring back, we've seen some price increases,\" Biden said, while rejecting concerns the recent increases could be a sign of persistent inflation.</p>\n<p>He said his administration was doing all it could to address supply chain bottlenecks that had pushed up the price of cars, and noted that lumber prices were now easing after spiking higher early in the recovery.</p>\n<p>\"I want to be clear: my administration understands that were we ever to experience unchecked inflation in the long term, that would pose a real challenge for our economy,\" he said. \"While we're confident that isn't what we're seeing today, we're going to remain vigilant about any response that is needed.\"</p>\n<p>Biden said he had also made that point clear to Powell: \"The Fed is independent. It should take whatever steps it deems necessary to support a strong, durable economic recovery.\"</p>\n<p>Growing concerns about inflation dragged U.S. consumer sentiment in early July to its lowest level in five months, a survey showed Friday, after a 0.9% jump in consumer prices in June, the biggest increase in 13 years, but economists continue to believe that higher inflation is transitory.</p>\n<p>The Democratic president said his plans to invest more in infrastructure, as well as better care for older people and children, would help reduce inflationary pressures in the future by boosting productivity.</p>\n<p>\"These steps will enhance our productivity, raising wages without raising prices,\" he said. \"It will take the pressure off of inflation, give a boost to our workforce which leads to lower prices in the years ahead.\"</p>\n<p>He said critics had warned repeatedly that his economic policies would lead to an end to capitalism, but economists were now predicting the United States would hit its highest economic growth rate in 40 years.</p>\n<p>\"It turns out capitalism is alive and very well,\" he said. \"We're making serious progress to ensure that it works the way it's supposed to work for the good of the American people.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152651282","content_text":"WASHINGTON, July 19 (Reuters) - U.S. President Joe Biden on Monday said an increase in prices was expected to be temporary, but his administration understood that unchecked inflation over the longer term would pose a \"real challenge\" to the economy and would remain vigilant.\nBiden said he told Federal Reserve Board Chair Jerome Powell recently that the Fed was independent and should take whatever steps it deems necessary to support a strong, durable recovery.\n\"As our economy comes roaring back, we've seen some price increases,\" Biden said, while rejecting concerns the recent increases could be a sign of persistent inflation.\nHe said his administration was doing all it could to address supply chain bottlenecks that had pushed up the price of cars, and noted that lumber prices were now easing after spiking higher early in the recovery.\n\"I want to be clear: my administration understands that were we ever to experience unchecked inflation in the long term, that would pose a real challenge for our economy,\" he said. \"While we're confident that isn't what we're seeing today, we're going to remain vigilant about any response that is needed.\"\nBiden said he had also made that point clear to Powell: \"The Fed is independent. It should take whatever steps it deems necessary to support a strong, durable economic recovery.\"\nGrowing concerns about inflation dragged U.S. consumer sentiment in early July to its lowest level in five months, a survey showed Friday, after a 0.9% jump in consumer prices in June, the biggest increase in 13 years, but economists continue to believe that higher inflation is transitory.\nThe Democratic president said his plans to invest more in infrastructure, as well as better care for older people and children, would help reduce inflationary pressures in the future by boosting productivity.\n\"These steps will enhance our productivity, raising wages without raising prices,\" he said. \"It will take the pressure off of inflation, give a boost to our workforce which leads to lower prices in the years ahead.\"\nHe said critics had warned repeatedly that his economic policies would lead to an end to capitalism, but economists were now predicting the United States would hit its highest economic growth rate in 40 years.\n\"It turns out capitalism is alive and very well,\" he said. \"We're making serious progress to ensure that it works the way it's supposed to work for the good of the American people.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173124589,"gmtCreate":1626649123141,"gmtModify":1703762528711,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Netflix n chill","listText":"Netflix n chill","text":"Netflix n chill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173124589","repostId":"2152897876","repostType":4,"repost":{"id":"2152897876","pubTimestamp":1626528120,"share":"https://www.laohu8.com/m/news/2152897876?lang=&edition=full","pubTime":"2021-07-17 21:22","market":"us","language":"en","title":"Netflix Earnings: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2152897876","media":"Motley Fool","summary":"The streaming video giant has some big questions to answer for investors on Tuesday.","content":"<p><b>Netflix</b> (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.</p>\n<p>Netflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like <b>Disney</b> (NYSE:DIS).</p>\n<p>That explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.</p>\n<h2>Meeting low expectations</h2>\n<p>Growth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.</p>\n<p>The big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.</p>\n<h2>Capital questions</h2>\n<p>The improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e7594a3156e7defcc305d31d5ff009\" tg-width=\"720\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>NFLX Cash from Operations (TTM) data by YCharts</span></p>\n<p>Look for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.</p>\n<h2>The forecast for the second half</h2>\n<p>Netflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.</p>\n<p>The company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.</p>\n<p>The forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Earnings: What to Watch</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\">\nNetflix Earnings: What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152897876","content_text":"Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.\nNetflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like Disney (NYSE:DIS).\nThat explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.\nMeeting low expectations\nGrowth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.\nThe big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.\nCapital questions\nThe improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.\nNFLX Cash from Operations (TTM) data by YCharts\nLook for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.\nThe forecast for the second half\nNetflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.\nThe company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.\nThe forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179703315,"gmtCreate":1626574744237,"gmtModify":1703761887507,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/179703315","repostId":"1123523681","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170100131,"gmtCreate":1626409015623,"gmtModify":1703759606319,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"NooOoooOooo","listText":"NooOoooOooo","text":"NooOoooOooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170100131","repostId":"1165176874","repostType":4,"repost":{"id":"1165176874","pubTimestamp":1626387247,"share":"https://www.laohu8.com/m/news/1165176874?lang=&edition=full","pubTime":"2021-07-16 06:14","market":"us","language":"en","title":"Expect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record","url":"https://stock-news.laohu8.com/highlight/detail?id=1165176874","media":"MarketWatch","summary":"Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.Get ready for the most severe correction since the bull market began in March 2020.To be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. . I devoted two columns to Martin’s f","content":"<blockquote>\n Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.\n</blockquote>\n<p>Get ready for the most severe correction since the bull market began in March 2020.</p>\n<p>To be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. (For the record: Martin does not have an investment newsletter; my newsletter-tracking firm does not audit his investment performance.)</p>\n<p>I devoted two columns to Martin’s forecasts over the past year, and both proved prescient. In May 2020, I concluded that “the stock market… is stronger than even the most bullish investors believe.” In January of this year, I wrote that the market was still “firing on all cylinders.”</p>\n<p>In an interview on July 14, Martin said the U.S. stock market today is most definitely not firing on all cylinders. In fact, he said, the market’s internal health is now worse than at any time since October 2018. That was the beginning of a 20% decline in the S&amp;P 500SPX,-0.33%and a 26% decline in the small-cap Russell 2000 IndexRUT,-0.55%.(Martin anticipated that decline as well; seemy Oct. 4, 2018, column.)</p>\n<p>Martin hastened to add that the market’s internal health is not as bad today as it was in 2018. This time around, he is forecasting a decline of 10% or more for the leading U.S. stock indexes. As for timing, he says that the decline could begin at any time, but he anticipates that it will begin no later than mid-August.</p>\n<p><b>The source of the market’s ill-health</b></p>\n<p>Martin bases his sobering forecast on the increasing divergences within the U.S. market, as indicated by fewer and fewer stocks participating in the headline-grabbing strength of the leading indices. One indicator of these divergences is the growing number of stocks hitting new lows, for example. On Wednesday of this week, for example, even as the Nasdaq 100NDX,-0.71%and the S&amp;P 100OEX,-0.37%indexes were hitting new highs, many sectors were registering a plurality of new lows.</p>\n<p>This was particularly evident in the small- and mid-cap sectors, as represented by the Russell 2000 index. On July 13 there were more new lows than new highs within that index for the second consecutive day. In Martin’s data for the Russell 2000’s new highs and new lows, which extends back to June 2000, what happened this week has happened only three other times — in September 2014, July 2015 and October 2018. In all three cases, three months later both the S&amp;P 500 and Russell 2000 were at least 10% lower.</p>\n<p>Martin reports that the only area of the market not showing dangerous divergences right now is the large-cap dominated S&amp;P 500. Except for that sector, he says that the “stock market’s current internals are some of the worst I’ve seen in decades.”</p>\n<p>Martin added that these severe divergences are occurring as equities are severely overvalued — with some stocks in bubble territory. This means that, when the market does decline, it’s likely to fall more than it would otherwise.</p>\n<p>Adding fuel to the fire, he continued, is the too-bullish investor sentiment that prevails right now. As contrarians remind us, such sentiment extremes mean that the path of least resistance for the market is down.</p>\n<p>To be sure, Martin concluded, stocks have been overvalued for some time now, and bullish sentiment has been at or close to extremes. The missing piece was market divergences. That piece is now in place.</p>","source":"lsy1603348471595","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>Expect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record</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\">\nExpect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 06:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/expect-a-10-correction-in-u-s-stocks-by-mid-august-says-this-forecaster-with-a-proven-track-record-11626380633?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.\n\nGet ready for the most severe correction since the bull market began in March 2020.\nTo be sure, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/expect-a-10-correction-in-u-s-stocks-by-mid-august-says-this-forecaster-with-a-proven-track-record-11626380633?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/expect-a-10-correction-in-u-s-stocks-by-mid-august-says-this-forecaster-with-a-proven-track-record-11626380633?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165176874","content_text":"Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.\n\nGet ready for the most severe correction since the bull market began in March 2020.\nTo be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. (For the record: Martin does not have an investment newsletter; my newsletter-tracking firm does not audit his investment performance.)\nI devoted two columns to Martin’s forecasts over the past year, and both proved prescient. In May 2020, I concluded that “the stock market… is stronger than even the most bullish investors believe.” In January of this year, I wrote that the market was still “firing on all cylinders.”\nIn an interview on July 14, Martin said the U.S. stock market today is most definitely not firing on all cylinders. In fact, he said, the market’s internal health is now worse than at any time since October 2018. That was the beginning of a 20% decline in the S&P 500SPX,-0.33%and a 26% decline in the small-cap Russell 2000 IndexRUT,-0.55%.(Martin anticipated that decline as well; seemy Oct. 4, 2018, column.)\nMartin hastened to add that the market’s internal health is not as bad today as it was in 2018. This time around, he is forecasting a decline of 10% or more for the leading U.S. stock indexes. As for timing, he says that the decline could begin at any time, but he anticipates that it will begin no later than mid-August.\nThe source of the market’s ill-health\nMartin bases his sobering forecast on the increasing divergences within the U.S. market, as indicated by fewer and fewer stocks participating in the headline-grabbing strength of the leading indices. One indicator of these divergences is the growing number of stocks hitting new lows, for example. On Wednesday of this week, for example, even as the Nasdaq 100NDX,-0.71%and the S&P 100OEX,-0.37%indexes were hitting new highs, many sectors were registering a plurality of new lows.\nThis was particularly evident in the small- and mid-cap sectors, as represented by the Russell 2000 index. On July 13 there were more new lows than new highs within that index for the second consecutive day. In Martin’s data for the Russell 2000’s new highs and new lows, which extends back to June 2000, what happened this week has happened only three other times — in September 2014, July 2015 and October 2018. In all three cases, three months later both the S&P 500 and Russell 2000 were at least 10% lower.\nMartin reports that the only area of the market not showing dangerous divergences right now is the large-cap dominated S&P 500. Except for that sector, he says that the “stock market’s current internals are some of the worst I’ve seen in decades.”\nMartin added that these severe divergences are occurring as equities are severely overvalued — with some stocks in bubble territory. This means that, when the market does decline, it’s likely to fall more than it would otherwise.\nAdding fuel to the fire, he continued, is the too-bullish investor sentiment that prevails right now. As contrarians remind us, such sentiment extremes mean that the path of least resistance for the market is down.\nTo be sure, Martin concluded, stocks have been overvalued for some time now, and bullish sentiment has been at or close to extremes. The missing piece was market divergences. That piece is now in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170930984,"gmtCreate":1626398679848,"gmtModify":1703759347168,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170930984","repostId":"1126289564","repostType":4,"repost":{"id":"1126289564","pubTimestamp":1626396791,"share":"https://www.laohu8.com/m/news/1126289564?lang=&edition=full","pubTime":"2021-07-16 08:53","market":"us","language":"en","title":"Strongest Semiconductor Stocks to Buy That Aren’t Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1126289564","media":"The Street","summary":"Nvidia undoubtedly is a true market leader but investors also should be on the lookout for additiona","content":"<blockquote>\n Nvidia undoubtedly is a true market leader but investors also should be on the lookout for additional semiconductor stocks to buy.\n</blockquote>\n<p>It’s hard to imagine a more bullish scenario for semiconductor stocks than the current global chip shortage.</p>\n<p>With the COVID-19 pandemic driving demand thanks to people stuck at home using their favorite technological devices and a China-U.S. trade war that resulted in several supply chain bottlenecks, the companies that produce these innovative integrated circuits are truly thriving.</p>\n<p>Look no further than Nvidia&nbsp;(<b>NVDA</b>) -Get Report, a monster semiconductor stock that has rallied more than 55% year to date amid the chip shortage backdrop and a stock split announcement.</p>\n<p>While several analysts have boldly placed a $1,000 price target on Nvidia that implies even more upside, there are plenty of other options in the industry that might present a better risk-to-reward profile at this time.</p>\n<p>The truth is that the semi shortage impacts so many different industries that it could take years for supply to catch up to demand. That means there will likely be plenty of long-term winners to come out of the current circumstances.</p>\n<p>While Nvidia is undoubtedly a true market leader and worthy of a spot in any long-term portfolio, investors should probably be on the lookout for additional semiconductor stocks to buy at this time given the industry’s long-term growth prospects.</p>\n<p>Here are some of the strongest semiconductor stocks to buy that aren’t Nvidia:</p>\n<p><b>Marvell Technology</b></p>\n<p>Fabless semi companies like Marvell Technology&nbsp;(<b>MRVL</b>) -Get Report&nbsp;are intriguing because they outsource the majority of their semiconductor fabrication to third-party foundries like Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) -Get Report.</p>\n<p>This frees up tons of capital since owning and maintaining a semiconductor fab, also known as a foundry, requires significant spending. All of the capital saved on manufacturing can in turn be used to invest in developing and selling innovative new products.</p>\n<p>Marvell Technologyhas been <a href=\"https://laohu8.com/S/AONE\">one</a> of the strongest chip stocks over the last year and the company continues to exceed earnings expectations even with short-term supply-chain constraints.</p>\n<p>The company’s cutting-edge chips play a key role in some of the hottest end markets, including enterprise, cloud, automotive, industrial, and consumer markets.</p>\n<p>With secular trends like the rise of 5G and companies moving their enterprise operations into the cloud, Marvell is poised to become a semiconductor powerhouse over the next decade.</p>\n<p>It’s also worth mentioning that the formerly Bermuda-based company has reorganized to be domiciled in the United States, which opens up the possibility for massive U.S. government contracts going forward.</p>\n<p><b>ASML Holding</b></p>\n<p>Semiconductors are considerably complex and intricately designed materials that require very specific equipment to produce.</p>\n<p>That’s a big reason to consider adding shares of Netherlands-based ASML Holding&nbsp;(<b>ASML</b>) -Get Report&nbsp;since it’s <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest suppliers of semiconductor manufacturing equipment.</p>\n<p>ASML specializes in photolithography systems, which essentially project light through a blueprint of a pattern that is printed onto silicon wafers.</p>\n<p>These systems are used by all of the biggest semiconductor manufacturers out there and could even lead to the next level of Moore’s law, which tells us that ASML is at the forefront of semiconductor innovation.</p>\n<p>Moore’s law states that the number of components found in integrated circuits (semiconductors) doubles every year each decade.</p>\n<p>The effects of this doubling lead to more powerful computing at lower costs, which has huge implications for the future of semiconductor technology.</p>\n<p>The bottom line is that although ASML is a pricy stock by traditional valuation metrics, paying a premium for quality and ingenuity can end up being a very lucrative decision.</p>\n<p><b>Broadcom</b></p>\n<p>This is one of the best semi stocks to own if you are bullish on the 5G revolution, as Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;supplies chips to two of the biggest smartphone vendors in the world, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Samsung.</p>\n<p>It’s also trading at a discount relative to peers like Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;and Nvidia with a forward P/E ratio of 17.45 that points to higher earnings ahead.</p>\n<p>Apple agreed to buy $15 billion worth of wireless components from Broadcom over a three-and-a-half-year period back in 2020, which tells us that the company has a fantastic opportunity to benefit from growing iPhone sales in emerging markets.</p>\n<p>Broadcom is also intriguing for investors interested in capitalizing on growth in the infrastructure software space, as products like mainframe and enterprise software deliver strong margins and will be in high demand as many companies continue with their digital transformations.</p>\n<p>Broadcom's talksto buy analytics, business intelligence, and data-management software provider SAS Institute for somewhere in the range of $15 billion to $20 billion reportedly have ended. The deal would have been another strong move to improve its enterprise software offerings.</p>\n<p>Finally, investors should be attracted by Broadcom’s ability to support a strong dividend payout and future acquisitions given the company’s reliable recurring revenue from multi-year contracts.</p>\n<p>The stock currently offers a 3% dividend yield, which is the highest payout among its large-cap semiconductor peers.</p>","source":"lsy1610613172068","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>Strongest Semiconductor Stocks to Buy That Aren’t Nvidia</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\">\nStrongest Semiconductor Stocks to Buy That Aren’t Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-marvell-broadcom-strong-semiconductor-stocks-to-buy><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia undoubtedly is a true market leader but investors also should be on the lookout for additional semiconductor stocks to buy.\n\nIt’s hard to imagine a more bullish scenario for semiconductor ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-marvell-broadcom-strong-semiconductor-stocks-to-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","AVGO":"博通","TSM":"台积电","NVDA":"英伟达","MRVL":"迈威尔科技","TXN":"德州仪器","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/nvidia-marvell-broadcom-strong-semiconductor-stocks-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126289564","content_text":"Nvidia undoubtedly is a true market leader but investors also should be on the lookout for additional semiconductor stocks to buy.\n\nIt’s hard to imagine a more bullish scenario for semiconductor stocks than the current global chip shortage.\nWith the COVID-19 pandemic driving demand thanks to people stuck at home using their favorite technological devices and a China-U.S. trade war that resulted in several supply chain bottlenecks, the companies that produce these innovative integrated circuits are truly thriving.\nLook no further than Nvidia (NVDA) -Get Report, a monster semiconductor stock that has rallied more than 55% year to date amid the chip shortage backdrop and a stock split announcement.\nWhile several analysts have boldly placed a $1,000 price target on Nvidia that implies even more upside, there are plenty of other options in the industry that might present a better risk-to-reward profile at this time.\nThe truth is that the semi shortage impacts so many different industries that it could take years for supply to catch up to demand. That means there will likely be plenty of long-term winners to come out of the current circumstances.\nWhile Nvidia is undoubtedly a true market leader and worthy of a spot in any long-term portfolio, investors should probably be on the lookout for additional semiconductor stocks to buy at this time given the industry’s long-term growth prospects.\nHere are some of the strongest semiconductor stocks to buy that aren’t Nvidia:\nMarvell Technology\nFabless semi companies like Marvell Technology (MRVL) -Get Report are intriguing because they outsource the majority of their semiconductor fabrication to third-party foundries like Taiwan Semiconductor Manufacturing (TSM) -Get Report.\nThis frees up tons of capital since owning and maintaining a semiconductor fab, also known as a foundry, requires significant spending. All of the capital saved on manufacturing can in turn be used to invest in developing and selling innovative new products.\nMarvell Technologyhas been one of the strongest chip stocks over the last year and the company continues to exceed earnings expectations even with short-term supply-chain constraints.\nThe company’s cutting-edge chips play a key role in some of the hottest end markets, including enterprise, cloud, automotive, industrial, and consumer markets.\nWith secular trends like the rise of 5G and companies moving their enterprise operations into the cloud, Marvell is poised to become a semiconductor powerhouse over the next decade.\nIt’s also worth mentioning that the formerly Bermuda-based company has reorganized to be domiciled in the United States, which opens up the possibility for massive U.S. government contracts going forward.\nASML Holding\nSemiconductors are considerably complex and intricately designed materials that require very specific equipment to produce.\nThat’s a big reason to consider adding shares of Netherlands-based ASML Holding (ASML) -Get Report since it’s one of the world’s largest suppliers of semiconductor manufacturing equipment.\nASML specializes in photolithography systems, which essentially project light through a blueprint of a pattern that is printed onto silicon wafers.\nThese systems are used by all of the biggest semiconductor manufacturers out there and could even lead to the next level of Moore’s law, which tells us that ASML is at the forefront of semiconductor innovation.\nMoore’s law states that the number of components found in integrated circuits (semiconductors) doubles every year each decade.\nThe effects of this doubling lead to more powerful computing at lower costs, which has huge implications for the future of semiconductor technology.\nThe bottom line is that although ASML is a pricy stock by traditional valuation metrics, paying a premium for quality and ingenuity can end up being a very lucrative decision.\nBroadcom\nThis is one of the best semi stocks to own if you are bullish on the 5G revolution, as Broadcom (AVGO) -Get Report supplies chips to two of the biggest smartphone vendors in the world, Apple (AAPL) -Get Report and Samsung.\nIt’s also trading at a discount relative to peers like Texas Instruments (TXN) -Get Report and Nvidia with a forward P/E ratio of 17.45 that points to higher earnings ahead.\nApple agreed to buy $15 billion worth of wireless components from Broadcom over a three-and-a-half-year period back in 2020, which tells us that the company has a fantastic opportunity to benefit from growing iPhone sales in emerging markets.\nBroadcom is also intriguing for investors interested in capitalizing on growth in the infrastructure software space, as products like mainframe and enterprise software deliver strong margins and will be in high demand as many companies continue with their digital transformations.\nBroadcom's talksto buy analytics, business intelligence, and data-management software provider SAS Institute for somewhere in the range of $15 billion to $20 billion reportedly have ended. The deal would have been another strong move to improve its enterprise software offerings.\nFinally, investors should be attracted by Broadcom’s ability to support a strong dividend payout and future acquisitions given the company’s reliable recurring revenue from multi-year contracts.\nThe stock currently offers a 3% dividend yield, which is the highest payout among its large-cap semiconductor peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145804477,"gmtCreate":1626214553399,"gmtModify":1703755498555,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Im also stressed","listText":"Im also stressed","text":"Im also stressed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/145804477","repostId":"2151780560","repostType":4,"repost":{"id":"2151780560","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626212400,"share":"https://www.laohu8.com/m/news/2151780560?lang=&edition=full","pubTime":"2021-07-14 05:40","market":"hk","language":"en","title":"Powell will stress patience in Capitol Hill testimony this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2151780560","media":"Dow Jones","summary":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Pow","content":"<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell will stress patience in Capitol Hill testimony this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nPowell will stress patience in Capitol Hill testimony this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-14 05:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HIL":"希尔国际管理"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151780560","content_text":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.\n\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.\nThe strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.\nHeadline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.\nBut Powell is not going to rewrite his testimony due to that one report, economists said.\n\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this one will,\" said Neil Dutta, head of economics at Renaissance Macro Research.\n\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.\nThe Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.\nMinutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.\nIn general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.\n\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.\n\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.\nIn a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.\nAs always, lawmakers will be seeking to use Powell to score political points.\nStephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.\n\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.\nRepublicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.\nStocks closed lower on Tuesday ahead of Powell's testimony, with the S&P 500 index off 0.4%.\nThe yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573763633608588","authorId":"3573763633608588","name":"geraldsohsg","avatar":"https://static.tigerbbs.com/e5ed6243d428bdde0ff2710c5f44b2b3","crmLevel":5,"crmLevelSwitch":0},"content":"like and comment","text":"like and comment","html":"like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141628807,"gmtCreate":1625869518209,"gmtModify":1703750039234,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niooooo","listText":"Niooooo","text":"Niooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141628807","repostId":"2150434370","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141621542,"gmtCreate":1625869476286,"gmtModify":1703750037758,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Spaceeeee","listText":"Spaceeeee","text":"Spaceeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141621542","repostId":"1155625151","repostType":4,"repost":{"id":"1155625151","pubTimestamp":1625845018,"share":"https://www.laohu8.com/m/news/1155625151?lang=&edition=full","pubTime":"2021-07-09 23:36","market":"us","language":"en","title":"Long-Term Prospects for Both Space Tourism and SPCE Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1155625151","media":"investorplace","summary":"Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged rough","content":"<p><b>Virgin Galactic</b>(NYSE:<b><u>SPCE</u></b>) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.</p>\n<p>Why is this happening?</p>\n<p>Virgin Galactic is booming becausethey’re sending Richard Branson into space on Sunday. This will be the first passenger spaceflight<i>ever</i>.</p>\n<p>This is a huge deal. Virgin has been saying it is going to fly people into space for over a decade. On Sunday, it’s going to make that long-term dream a reality. This moment, this coming weekend’s flight, is truly the culmination of 10-plus years of scientific work.</p>\n<p>And just to be clear. We very well could see a “sell the news” event on Monday. But we don’t think that will necessarily happen.</p>\n<p>Instead, we see this first commercial spaceflight as such a momentous accomplishment that it only serves to spark more buying power in SPCE stock.</p>\n<p>We’re looking for a price above $60 by next week.</p>\n<p>SPCE Stock Is a Long-Term Winner</p>\n<p>Our bullish outlook is also supported by a favorable long-term outlook on the company.</p>\n<p>We firmly believe that the space tourism industry will unlock significant economic value, and that Virgin Galactic will capitalize on this value.</p>\n<p>For one, demand for space travel will be enormous. There are a lot of rich people out there who are willing to spend next to anything for a novel experience. And flying to space is just about as novel an experience as you can find these days.</p>\n<p>Supply will be extremely limited, since only about two companies in the entire world will be able to offer commercial space tourism opportunities in the coming years.</p>\n<p>Big demand for space tourism and low supply means attractive unit economics, high margins and loads of profits.</p>\n<p>The long-term potential for space tourism is clearly here, and so is the long-term potential for Virgin Galactic.</p>","source":"lsy1606302653667","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>Long-Term Prospects for Both Space Tourism and SPCE 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\">\nLong-Term Prospects for Both Space Tourism and SPCE Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.\nWhy is this happening?\n...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155625151","content_text":"Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.\nWhy is this happening?\nVirgin Galactic is booming becausethey’re sending Richard Branson into space on Sunday. This will be the first passenger spaceflightever.\nThis is a huge deal. Virgin has been saying it is going to fly people into space for over a decade. On Sunday, it’s going to make that long-term dream a reality. This moment, this coming weekend’s flight, is truly the culmination of 10-plus years of scientific work.\nAnd just to be clear. We very well could see a “sell the news” event on Monday. But we don’t think that will necessarily happen.\nInstead, we see this first commercial spaceflight as such a momentous accomplishment that it only serves to spark more buying power in SPCE stock.\nWe’re looking for a price above $60 by next week.\nSPCE Stock Is a Long-Term Winner\nOur bullish outlook is also supported by a favorable long-term outlook on the company.\nWe firmly believe that the space tourism industry will unlock significant economic value, and that Virgin Galactic will capitalize on this value.\nFor one, demand for space travel will be enormous. There are a lot of rich people out there who are willing to spend next to anything for a novel experience. And flying to space is just about as novel an experience as you can find these days.\nSupply will be extremely limited, since only about two companies in the entire world will be able to offer commercial space tourism opportunities in the coming years.\nBig demand for space tourism and low supply means attractive unit economics, high margins and loads of profits.\nThe long-term potential for space tourism is clearly here, and so is the long-term potential for Virgin Galactic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149410656,"gmtCreate":1625742017275,"gmtModify":1703747544333,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"U sure bro??","listText":"U sure bro??","text":"U sure bro??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/149410656","repostId":"1192592169","repostType":4,"repost":{"id":"1192592169","pubTimestamp":1625728801,"share":"https://www.laohu8.com/m/news/1192592169?lang=&edition=full","pubTime":"2021-07-08 15:20","market":"us","language":"en","title":"3 Reasons To Stay Bullish On Stocks In The Second Half Of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1192592169","media":"Benzinga","summary":"The SPDR S&P 500 ETF(NYSE:SPY) is now up nearly 95% from its March 2020 lows, and it’s understandabl","content":"<p>The&nbsp;<b>SPDR S&amp;P 500 ETF</b>(NYSE:SPY) is now up nearly 95% from its March 2020 lows, and it’s understandable why some investors may be getting a bit uneasy about the big run after the S&amp;P 500 tacked on another 14.4% gain in the first half of 2021.</p>\n<p>Bank of America analyst Stephen Suttmeier took a look back at the S&amp;P 500’s historical performance&nbsp;and found at least three reasons history suggests investors should still feel comfortable buying stocks heading into the second half of the year.</p>\n<p><b>1. Good First-Half Performance A Bullish Second-Half Indicator</b></p>\n<p>Historically, when the S&amp;P 500 has an above-average first-half return, it follows up with an above-average second-half return 77% of the time, Suttmeier said.</p>\n<p>The S&amp;P 500 has averaged a 6.3% second-half return following a strong first-half, well above its 1.7% average second-half return in years with below-average first-half returns. The average peak-to-trough S&amp;P 500 second-half drawdown following above-average first halves is -6.6% compared to an average drawdown of 10% after a below-average first half.</p>\n<p><b>2. First Year Of Presidential Cycle Bodes Well For Returns</b></p>\n<p>Historically, the second half of the first year under a new U.S. president has been underwhelming, generating an average return of just 1%. However, years in which the market performs well in the first half under a new president have produced an average return of 5.9% in the second half of the year.</p>\n<p>Following an above average first-half during year one of a presidential cycle, 67% of second-half drawdowns are in the 0% to 5% range and 78% of drawdowns were less than 10%.</p>\n<p><b>3. Strong First Halves Good News In Bull Markets</b></p>\n<p>During a secular bull market, the S&amp;P 500 has averaged a 9.1% second-half return following an above-average first-half return. In these years, the S&amp;P 500 has generated a positive second-half return 86% of the time. In addition, the S&amp;P has only experienced one historical second-half drawdown of at least 20% in these years, the Crash of 1987.</p>\n<p><b>Benzinga’s Take:</b>Looking back at market history can help investors keep things in perspective and provide some helpful insight into market tendencies. Unfortunately, past performance is not necessarily indicative of the future, and there are countless variables impacting U.S. markets in the near term.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons To Stay Bullish On Stocks In The Second Half Of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons To Stay Bullish On Stocks In The Second Half Of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21881688/3-reasons-to-stay-bullish-on-stocks-in-the-second-half-of-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The SPDR S&P 500 ETF(NYSE:SPY) is now up nearly 95% from its March 2020 lows, and it’s understandable why some investors may be getting a bit uneasy about the big run after the S&P 500 tacked on ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21881688/3-reasons-to-stay-bullish-on-stocks-in-the-second-half-of-2021\">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://www.benzinga.com/analyst-ratings/analyst-color/21/07/21881688/3-reasons-to-stay-bullish-on-stocks-in-the-second-half-of-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192592169","content_text":"The SPDR S&P 500 ETF(NYSE:SPY) is now up nearly 95% from its March 2020 lows, and it’s understandable why some investors may be getting a bit uneasy about the big run after the S&P 500 tacked on another 14.4% gain in the first half of 2021.\nBank of America analyst Stephen Suttmeier took a look back at the S&P 500’s historical performance and found at least three reasons history suggests investors should still feel comfortable buying stocks heading into the second half of the year.\n1. Good First-Half Performance A Bullish Second-Half Indicator\nHistorically, when the S&P 500 has an above-average first-half return, it follows up with an above-average second-half return 77% of the time, Suttmeier said.\nThe S&P 500 has averaged a 6.3% second-half return following a strong first-half, well above its 1.7% average second-half return in years with below-average first-half returns. The average peak-to-trough S&P 500 second-half drawdown following above-average first halves is -6.6% compared to an average drawdown of 10% after a below-average first half.\n2. First Year Of Presidential Cycle Bodes Well For Returns\nHistorically, the second half of the first year under a new U.S. president has been underwhelming, generating an average return of just 1%. However, years in which the market performs well in the first half under a new president have produced an average return of 5.9% in the second half of the year.\nFollowing an above average first-half during year one of a presidential cycle, 67% of second-half drawdowns are in the 0% to 5% range and 78% of drawdowns were less than 10%.\n3. Strong First Halves Good News In Bull Markets\nDuring a secular bull market, the S&P 500 has averaged a 9.1% second-half return following an above-average first-half return. In these years, the S&P 500 has generated a positive second-half return 86% of the time. In addition, the S&P has only experienced one historical second-half drawdown of at least 20% in these years, the Crash of 1987.\nBenzinga’s Take:Looking back at market history can help investors keep things in perspective and provide some helpful insight into market tendencies. Unfortunately, past performance is not necessarily indicative of the future, and there are countless variables impacting U.S. markets in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570622365838239","authorId":"3570622365838239","name":"N30","avatar":"https://community-static.tradeup.com/news/33bf6a97d91ccaf61eb8245d0322ab01","crmLevel":5,"crmLevelSwitch":1},"content":"Lol i m hoping this is true","text":"Lol i m hoping this is true","html":"Lol i m hoping this is true"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149858273,"gmtCreate":1625716726392,"gmtModify":1703747029700,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Underrated company","listText":"Underrated company","text":"Underrated company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149858273","repostId":"2149313796","repostType":4,"repost":{"id":"2149313796","pubTimestamp":1625714625,"share":"https://www.laohu8.com/m/news/2149313796?lang=&edition=full","pubTime":"2021-07-08 11:23","market":"us","language":"en","title":"Is This the Best Fintech Stock to Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149313796","media":"Motley Fool","summary":"SoFi has some great tailwinds coming its way.","content":"<p>In this video I will be talking about <b>Social Finance</b> (NASDAQ:SOFI) and why it might be a good fintech stock to pick up right now. SoFi has a lot of positive momentum going for it, but that might not be reflected in the recent stock movement. At a $14 billion market cap, it's no small company, but if you compare it to <a href=\"https://laohu8.com/S/AONE\">one</a> of its peers, such as <b><a href=\"https://laohu8.com/S/SQ\">Square</a></b> (NYSE:SQ), it's got some catching up to do.</p>\n<h2>Tailwinds</h2>\n<p>SoFi will get a lot of brand exposure in the years to come thanks to SoFi Stadium, home of the Rams and Chargers. It will host the 2022 Super Bowl, the 2026 FIFA World Cup, and the 2028 Olympics. A naming rights partnership offers a huge return on advertising dollars that is far above what can be achieved through traditional marketing channels. Much of this return comes in the form of offsite promotion through media mentions.</p>\n<p>And then there's the banking charter. In March, SoFi bought Golden Pacific Bancorp, which will help it lower cost of capital, increase net interest margin, and increase its growth in lending.</p>\n<h2>Galileo</h2>\n<p>During the investor call in January, backer Chamath Palihapitiya said that SoFi is responsible for 90% of new neobanks created in the U.S. That's the power of owning a company like Galileo. SoFi's Galileo offers fintech companies application programming interfaces (APIs) for core digital banking functionality. Galileo enables companies to build out payment, card, and digital banking products, and this segment is also finding meaningful success.</p>\n<p>Last quarter, total Galileo members skyrocketed 130% year over year to reach 70 million. This growth rate compares to 75% in the year-ago period, showing there is real, positive momentum here as well.&nbsp;Management plans to operate Galileo independently from SoFi, to ensure Galileo can be seen as a pure partner to these companies rather than a partial adversary.</p>\n<h2>Super app</h2>\n<p>Going back to SoFi itself, it's all about building the super app. The more products the customer uses the better the experience, and, obviously, the harder it becomes for the user to leave the platform. <a href=\"https://laohu8.com/S/AAPL\">Apple</a>'s ecosystem is <a href=\"https://laohu8.com/S/AONE.U\">one</a> example of this. SoFi also recently added a very demanded feature, the ability to invest in IPOs. I believe this will attract a lot of new users to the app.</p>\n<p><i>*Stock prices used were the closing prices of July 2, 2021. The video was published on July 6, 2021.</i></p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is This the Best Fintech Stock to Buy Right Now?</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 This the Best Fintech Stock to Buy Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/07/is-this-the-best-fintech-stock-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this video I will be talking about Social Finance (NASDAQ:SOFI) and why it might be a good fintech stock to pick up right now. SoFi has a lot of positive momentum going for it, but that might not ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/is-this-the-best-fintech-stock-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/07/07/is-this-the-best-fintech-stock-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149313796","content_text":"In this video I will be talking about Social Finance (NASDAQ:SOFI) and why it might be a good fintech stock to pick up right now. SoFi has a lot of positive momentum going for it, but that might not be reflected in the recent stock movement. At a $14 billion market cap, it's no small company, but if you compare it to one of its peers, such as Square (NYSE:SQ), it's got some catching up to do.\nTailwinds\nSoFi will get a lot of brand exposure in the years to come thanks to SoFi Stadium, home of the Rams and Chargers. It will host the 2022 Super Bowl, the 2026 FIFA World Cup, and the 2028 Olympics. A naming rights partnership offers a huge return on advertising dollars that is far above what can be achieved through traditional marketing channels. Much of this return comes in the form of offsite promotion through media mentions.\nAnd then there's the banking charter. In March, SoFi bought Golden Pacific Bancorp, which will help it lower cost of capital, increase net interest margin, and increase its growth in lending.\nGalileo\nDuring the investor call in January, backer Chamath Palihapitiya said that SoFi is responsible for 90% of new neobanks created in the U.S. That's the power of owning a company like Galileo. SoFi's Galileo offers fintech companies application programming interfaces (APIs) for core digital banking functionality. Galileo enables companies to build out payment, card, and digital banking products, and this segment is also finding meaningful success.\nLast quarter, total Galileo members skyrocketed 130% year over year to reach 70 million. This growth rate compares to 75% in the year-ago period, showing there is real, positive momentum here as well. Management plans to operate Galileo independently from SoFi, to ensure Galileo can be seen as a pure partner to these companies rather than a partial adversary.\nSuper app\nGoing back to SoFi itself, it's all about building the super app. The more products the customer uses the better the experience, and, obviously, the harder it becomes for the user to leave the platform. Apple's ecosystem is one example of this. SoFi also recently added a very demanded feature, the ability to invest in IPOs. I believe this will attract a lot of new users to the app.\n*Stock prices used were the closing prices of July 2, 2021. The video was published on July 6, 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":145804477,"gmtCreate":1626214553399,"gmtModify":1703755498555,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Im also stressed","listText":"Im also stressed","text":"Im also stressed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/145804477","repostId":"2151780560","repostType":4,"repost":{"id":"2151780560","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626212400,"share":"https://www.laohu8.com/m/news/2151780560?lang=&edition=full","pubTime":"2021-07-14 05:40","market":"hk","language":"en","title":"Powell will stress patience in Capitol Hill testimony this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2151780560","media":"Dow Jones","summary":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Pow","content":"<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell will stress patience in Capitol Hill testimony this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell will stress patience in Capitol Hill testimony this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-14 05:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HIL":"希尔国际管理"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151780560","content_text":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.\n\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.\nThe strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.\nHeadline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.\nBut Powell is not going to rewrite his testimony due to that one report, economists said.\n\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this one will,\" said Neil Dutta, head of economics at Renaissance Macro Research.\n\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.\nThe Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.\nMinutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.\nIn general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.\n\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.\n\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.\nIn a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.\nAs always, lawmakers will be seeking to use Powell to score political points.\nStephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.\n\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.\nRepublicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.\nStocks closed lower on Tuesday ahead of Powell's testimony, with the S&P 500 index off 0.4%.\nThe yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573763633608588","authorId":"3573763633608588","name":"geraldsohsg","avatar":"https://static.tigerbbs.com/e5ed6243d428bdde0ff2710c5f44b2b3","crmLevel":5,"crmLevelSwitch":0},"content":"like and comment","text":"like and comment","html":"like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184257408,"gmtCreate":1623716950304,"gmtModify":1704209306740,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like n reply for good luck","listText":"Pls like n reply for good luck","text":"Pls like n reply for good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/184257408","repostId":"1112731941","repostType":4,"repost":{"id":"1112731941","pubTimestamp":1623716319,"share":"https://www.laohu8.com/m/news/1112731941?lang=&edition=full","pubTime":"2021-06-15 08:18","market":"us","language":"en","title":"Warren Buffett and the Myth of the ‘Good Billionaire’","url":"https://stock-news.laohu8.com/highlight/detail?id=1112731941","media":"The New York Times","summary":"Illustration by The New York Times; Photograph via Getty\nWarren Buffett appears to be the safest kin","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/002912ff5cccdf9eee5a5197b6b82e93\" tg-width=\"1600\" tg-height=\"1600\" referrerpolicy=\"no-referrer\"><span>Illustration by The New York Times; Photograph via Getty</span></p>\n<p>Warren Buffett appears to be the safest kind of billionaire: the good kind. Mr. Buffett is neither Zuckerbergian messiah nor Musky provocateur, neither Bezosist space cadet nor Sacklerian undertaker. He is, or seems to be, quiet, humble, indifferent to money, philanthropic and critical of the system that allowed him to rise. Years ago, a proposed tax increase was named after him.</p>\n<p>It’s easy for people to think: If only members of the Sackler family were more like Mr. Buffett, imagine how many lives would have been saved. If only the billionaires who haven’t signed the Giving Pledge would give away as much as Mr. Buffett has pledged to, imagine the impact on the world. If only more billionaires would make use of the system without feeling the need to pervert it, so many of our troubles would vanish.</p>\n<p>So I regret to inform you that Mr. Buffett is actually the most dangerous kind of billionaire we have. The worst billionaires are the Good Billionaires. The sort who make it seem like the problem is the distortion of the system when, in fact, the problem is the system.</p>\n<p>Actually malevolent and disastrously negligent plutocrats get most of the attention. And when we hear about these Bad Billionaire exploits, it is possible to conclude from them that the system needs better policing, updated regulations and maybe slightly higher taxes. The system needs to be made to work again.</p>\n<p>But as America slouches toward plutocracy, our problem isn’t the virtue level of billionaires. It’s a set of social arrangements that make it possible for anyone to gain and guard and keep so much wealth, even as millions of others lack for food, work, housing, health, connectivity, education, dignity and the occasion to pursue their happiness.</p>\n<p>There is no way to be a billionaire in America without taking advantage of a system predicated on cruelty, a system whose tax code and labor laws and regulatory apparatus prioritize your needs above most people’s. Even noted Good Billionaire Mr. Buffett has profited from Coca-Cola’s sugary drinks, Amazon’s union busting, Chevron’s oil drilling, Clayton Homes’s predatory loans and, as the country learned recently, the failure to tax billionaires on their wealth.</p>\n<p>The Good Billionaire myth took a hard blow in recent days when Mr. Buffett won a dubious distinction. A&nbsp;staggering exposé&nbsp;published by ProPublica revealed just how little the biggest plutocrats pay in taxes, despite mounting piles of wealth. And at the very top of that list of plutocrats — many of them with troubled reputations — was the cleanest, grandfatherliest plutocrat of them all: Mr. Buffett.</p>\n<p>ProPublica’s story was unusual in that, for once, it was the Good Billionaire at the top of the naughty list. This was helpful, because it served to indict the system that makes him possible, even when it is working perfectly, wholly lawfully.</p>\n<p>From 2014 to 2018, Mr. Buffett’s wealth soared by $24.3 billion, according to ProPublica. (To underline, this is just the amount the fortune grew.) The amount of taxes Mr. Buffett paid over this period? $23.7 million. If middle-class Americans in their 40s enjoyed such a low effective tax rate, they would have paid a few dozen bucks per household over this same time period. Instead, as the ProPublica story notes, they paid around $62,000.</p>\n<p>Imagine if Mr. Buffett had to pay the same fraction of the growth of his net worth that regular people do. Taxing that money could have helped pay for bridge repairs, mammograms, and free day care. More important — and this isn’t said enough — there is intrinsic value in shrinking gargantuan fortunes. The sway plutocrats have over public life is inconsistent with a one person, one vote democracy.</p>\n<p>The important point here is that Mr. Buffett’s tax payments as detailed by ProPublica are fully legal. Though Mr. Buffett has called for changing the tax system, while we have the one we have, he will continue to benefit from the madness of taxing billionaires for their income, rather than their wealth, when their income is pretty much just a number they can construct.</p>\n<p>I asked Mr. Buffett last week, via his longtime secretary, Debbie Bosanek, if he could think of even one tax or accounting practice that he has come to regret. Sure, he may have followed the letter of the law. But was there any aspect of his patriotism or humanity that left him feeling guilty for hoarding so much untaxed when regular people pay so much in taxes? Though Ms. Bosanek responded to an initial inquiry, she declined to offer any such examples.</p>\n<p>In a long statement last week, Mr. Buffett&nbsp;defended himself&nbsp;by pointing to his long advocacy for a fairer taxation system, and then he immediately told on himself by undermining the very idea of taxes in the same letter. “I believe the money will be of more use to society if disbursed philanthropically than if it is used to slightly reduce an ever-increasing U.S. debt.”</p>\n<p>In other words: I believe in higher income taxes on people like me, but I’m highly organized to avoid having income to report, and I don’t really believe in taxes because I think I should decide how these surplus resources are spent.</p>\n<p>And this points to another way in which the Good Billionaire is hard to deal with. The crooks and the scoundrels and the people manifestly looking for quick P.R. highs come to philanthropy for the marketing payoff. When Goldman Sachs announces a new initiative on fighting the racial wealth gap despite having done little to repair the damage it did to Black homeowners in contributing to the 2008 financial meltdown, some may be fooled, but, more and more, many are not.</p>\n<p>Supposed Good Billionaires like Mr. Buffett and his friend Bill Gates are more complicated because they give real money. They may benefit from marketing but also seem to many people to be motivated by more than that, and they apply their smarts to the work.</p>\n<p>Yet because of this, it is often the Good Billionaires who end up with the most illegitimate influence over public life. No one is asking members of the Sackler family for public health advice. But Mr. Gates has become a major policy voice on vaccines despite holding no elected position. Mr. Buffett, for his part, has shied away from that kind of lane hopping and richsplaining, but in donating his fortune to Mr. Gates’s foundation he has pumped up that undemocratic influence.</p>\n<p>Mr. Buffett is almost the perfectly made billionaire for this moment in which, at last, many Americans are beginning to question not only corruptions of the system but the matter of whether billionaires should exist at all. He doesn’t do the things the worst of them do. He isn’t in it for what they’re in it for. He clearly must care about money, but he also kind of doesn’t care about money. Even in his generosity, he has avoided the imperial lording over that others cannot resist.</p>\n<p>And this is what makes him so troubling, because through him we are tempted into believing that a system can be defended that allows a man to accumulate more than $100 billion while people are sleeping, in hock to him, in his mobile homes, shortening their lives with the beverages he’s invested in, scampering around the warehouses whose nonunion status has redounded to his money pile.</p>\n<p>It can’t. And who keeps us from seeing that simple, stark truth more effectively, more perniciously, than the Good Billionaire?</p>","source":"lsy1608616134662","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 and the Myth of the ‘Good Billionaire’</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 and the Myth of the ‘Good Billionaire’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nytimes.com/2021/06/13/opinion/warren-buffett-billionaire-taxes.html?searchResultPosition=1><strong>The New York Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Illustration by The New York Times; Photograph via Getty\nWarren Buffett appears to be the safest kind of billionaire: the good kind. Mr. Buffett is neither Zuckerbergian messiah nor Musky provocateur,...</p>\n\n<a href=\"https://www.nytimes.com/2021/06/13/opinion/warren-buffett-billionaire-taxes.html?searchResultPosition=1\">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","BRK.B":"伯克希尔B"},"source_url":"https://www.nytimes.com/2021/06/13/opinion/warren-buffett-billionaire-taxes.html?searchResultPosition=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112731941","content_text":"Illustration by The New York Times; Photograph via Getty\nWarren Buffett appears to be the safest kind of billionaire: the good kind. Mr. Buffett is neither Zuckerbergian messiah nor Musky provocateur, neither Bezosist space cadet nor Sacklerian undertaker. He is, or seems to be, quiet, humble, indifferent to money, philanthropic and critical of the system that allowed him to rise. Years ago, a proposed tax increase was named after him.\nIt’s easy for people to think: If only members of the Sackler family were more like Mr. Buffett, imagine how many lives would have been saved. If only the billionaires who haven’t signed the Giving Pledge would give away as much as Mr. Buffett has pledged to, imagine the impact on the world. If only more billionaires would make use of the system without feeling the need to pervert it, so many of our troubles would vanish.\nSo I regret to inform you that Mr. Buffett is actually the most dangerous kind of billionaire we have. The worst billionaires are the Good Billionaires. The sort who make it seem like the problem is the distortion of the system when, in fact, the problem is the system.\nActually malevolent and disastrously negligent plutocrats get most of the attention. And when we hear about these Bad Billionaire exploits, it is possible to conclude from them that the system needs better policing, updated regulations and maybe slightly higher taxes. The system needs to be made to work again.\nBut as America slouches toward plutocracy, our problem isn’t the virtue level of billionaires. It’s a set of social arrangements that make it possible for anyone to gain and guard and keep so much wealth, even as millions of others lack for food, work, housing, health, connectivity, education, dignity and the occasion to pursue their happiness.\nThere is no way to be a billionaire in America without taking advantage of a system predicated on cruelty, a system whose tax code and labor laws and regulatory apparatus prioritize your needs above most people’s. Even noted Good Billionaire Mr. Buffett has profited from Coca-Cola’s sugary drinks, Amazon’s union busting, Chevron’s oil drilling, Clayton Homes’s predatory loans and, as the country learned recently, the failure to tax billionaires on their wealth.\nThe Good Billionaire myth took a hard blow in recent days when Mr. Buffett won a dubious distinction. A staggering exposé published by ProPublica revealed just how little the biggest plutocrats pay in taxes, despite mounting piles of wealth. And at the very top of that list of plutocrats — many of them with troubled reputations — was the cleanest, grandfatherliest plutocrat of them all: Mr. Buffett.\nProPublica’s story was unusual in that, for once, it was the Good Billionaire at the top of the naughty list. This was helpful, because it served to indict the system that makes him possible, even when it is working perfectly, wholly lawfully.\nFrom 2014 to 2018, Mr. Buffett’s wealth soared by $24.3 billion, according to ProPublica. (To underline, this is just the amount the fortune grew.) The amount of taxes Mr. Buffett paid over this period? $23.7 million. If middle-class Americans in their 40s enjoyed such a low effective tax rate, they would have paid a few dozen bucks per household over this same time period. Instead, as the ProPublica story notes, they paid around $62,000.\nImagine if Mr. Buffett had to pay the same fraction of the growth of his net worth that regular people do. Taxing that money could have helped pay for bridge repairs, mammograms, and free day care. More important — and this isn’t said enough — there is intrinsic value in shrinking gargantuan fortunes. The sway plutocrats have over public life is inconsistent with a one person, one vote democracy.\nThe important point here is that Mr. Buffett’s tax payments as detailed by ProPublica are fully legal. Though Mr. Buffett has called for changing the tax system, while we have the one we have, he will continue to benefit from the madness of taxing billionaires for their income, rather than their wealth, when their income is pretty much just a number they can construct.\nI asked Mr. Buffett last week, via his longtime secretary, Debbie Bosanek, if he could think of even one tax or accounting practice that he has come to regret. Sure, he may have followed the letter of the law. But was there any aspect of his patriotism or humanity that left him feeling guilty for hoarding so much untaxed when regular people pay so much in taxes? Though Ms. Bosanek responded to an initial inquiry, she declined to offer any such examples.\nIn a long statement last week, Mr. Buffett defended himself by pointing to his long advocacy for a fairer taxation system, and then he immediately told on himself by undermining the very idea of taxes in the same letter. “I believe the money will be of more use to society if disbursed philanthropically than if it is used to slightly reduce an ever-increasing U.S. debt.”\nIn other words: I believe in higher income taxes on people like me, but I’m highly organized to avoid having income to report, and I don’t really believe in taxes because I think I should decide how these surplus resources are spent.\nAnd this points to another way in which the Good Billionaire is hard to deal with. The crooks and the scoundrels and the people manifestly looking for quick P.R. highs come to philanthropy for the marketing payoff. When Goldman Sachs announces a new initiative on fighting the racial wealth gap despite having done little to repair the damage it did to Black homeowners in contributing to the 2008 financial meltdown, some may be fooled, but, more and more, many are not.\nSupposed Good Billionaires like Mr. Buffett and his friend Bill Gates are more complicated because they give real money. They may benefit from marketing but also seem to many people to be motivated by more than that, and they apply their smarts to the work.\nYet because of this, it is often the Good Billionaires who end up with the most illegitimate influence over public life. No one is asking members of the Sackler family for public health advice. But Mr. Gates has become a major policy voice on vaccines despite holding no elected position. Mr. Buffett, for his part, has shied away from that kind of lane hopping and richsplaining, but in donating his fortune to Mr. Gates’s foundation he has pumped up that undemocratic influence.\nMr. Buffett is almost the perfectly made billionaire for this moment in which, at last, many Americans are beginning to question not only corruptions of the system but the matter of whether billionaires should exist at all. He doesn’t do the things the worst of them do. He isn’t in it for what they’re in it for. He clearly must care about money, but he also kind of doesn’t care about money. Even in his generosity, he has avoided the imperial lording over that others cannot resist.\nAnd this is what makes him so troubling, because through him we are tempted into believing that a system can be defended that allows a man to accumulate more than $100 billion while people are sleeping, in hock to him, in his mobile homes, shortening their lives with the beverages he’s invested in, scampering around the warehouses whose nonunion status has redounded to his money pile.\nIt can’t. And who keeps us from seeing that simple, stark truth more effectively, more perniciously, than the Good Billionaire?","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582325347699347","authorId":"3582325347699347","name":"ZTPang","avatar":"https://static.tigerbbs.com/447bbc8a52fb7a0361b472c0afceaa15","crmLevel":2,"crmLevelSwitch":1},"content":"done, please reply back here","text":"done, please reply back here","html":"done, please reply back here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179703315,"gmtCreate":1626574744237,"gmtModify":1703761887507,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/179703315","repostId":"1123523681","repostType":4,"repost":{"id":"1123523681","pubTimestamp":1626569903,"share":"https://www.laohu8.com/m/news/1123523681?lang=&edition=full","pubTime":"2021-07-18 08:58","market":"us","language":"en","title":"The story behind the savvy ‘Mystery Broker’ and where he sees the market going now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123523681","media":"CNBC","summary":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column","content":"<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The story behind the savvy ‘Mystery Broker’ and where he sees the market going now</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; 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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\">\nThe story behind the savvy ‘Mystery Broker’ and where he sees the market going now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1123523681","content_text":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial advisor who has come to be known in print and on Twitter as the Mystery Broker, whose market color and investment calls I share on the irregular frequency with which he sends them.\nHis predictions don’t always prove prescient, but he has been more right than wrong, with a particularly impressive record of bold calls around market bottoms and ahead of corrections.\nAs noted in that first writeup in Barron’s in December 2009: “This particular guy is unique in at least two respects. He has no interest in having his name placed in print or pixels. And he is the one commentator I’m aware of who both turned aggressively bearish virtually at the all-time market peak in 2007, then in April began insisting that the March market lows would not be challenged, and that a new cyclical bull market had a long way to run.”\nThis broker’s dispatch to me in April 2009 — just weeks after the ultimate low of a wrenching 18-month bear market and terrifying global credit crisis — was a 12-page single-spaced argument that the financial crisis was over.  This was far from the consensus at the time. A November 2007 piece had called for a brutal bear market, a month after the S&P 500 hit a peak it wouldn’t revisit until 2013 and before most investors even had a bear market on their radar.\nThe intention of airing his views was not to create some gimmick or generate cheap intrigue, but simply to offer the well-grounded thoughts of professional free of institutional constraints or the need to sell investment products.\nBut it did capture readers’ attention and imagination, to the point that requests for updates of the Mystery Broker’s market take come constantly. I continue it strictly because so many readers and viewers have followed his work for years and like to keep up\nAnd, yes, the whole exercise drives some people nuts, whether they think it’s irresponsible (which makes no sense, he gets no benefit and doesn’t hype small stocks that could move in his favor) or insist it’s a fictional alter ego (untrue).\nMystery Broker’s approach\nHe became a broker in the mid-’80s. While there’s long been a guessing game about MB’s identity, he is not someone who’s name anyone would know, he doesn’t otherwise comment publicly on investments.\nAs noted back in 2009: “He doesn’t claim any magic formulas or proprietary systems. His approach is eclectic and inclusive, ranging among economic, technical, historical, valuation and sentiment inputs.” He’ll cite Marty Zweig, Ned Davis and the Value Line Appreciation Potential indicators – fairly old-school inspirations – but doesn’t seem rigidly attached to any one model or style.\nI almost never solicit Mystery Broker’s take, preferring he check in only when it strikes him, often when he changes his market stance or is moved to reiterate his conviction in a prior call. Aside from the broad market commentary, he’ll sometimes make the case for or against individual stocks. He loved wells Fargo to start 2021, as well as GE, for instance.\nMystery Broker sometimes goes deep on a controversial emerging biotech name, the sort of thing I tend not to pass along. He was put off by CNBC’s heavy coverage of the “meme stocks” early this year and let me know it. He and I both have strong views on baseball, which we exchange via email. We’ve never met.\nHow he navigated the pandemic\nIn the past few months, Mystery Broker has been cautious on stocks and has missed a bit of upside. Specifically, he went to a sell (which tends to mean raising cash for clients and himself and hedging equity holdings with index puts) at the close on April 16, with the S&P 500 at 4185. The index went sideways for two months, then lifted to last week’s record up almost 5% from where he called for a correction.\nStill, he’s playing with a lot of house money, having been deftly bullish into the teeth of the March 2020 Covid crash. (He was negative on the market from January last year, though not because he expected either a pandemic or a crash).\nThe individual calls are viewable at the #MysteryBroker hashtag on Twitter, but to cite a few examples: He thought the March 4, 2020, low in the S&P 500 near 2900 would hold; it absolutely didn’t, plunging to about 2200 by the 23rd. But on March 26 he said the bottom was in, and within a month the S&P had recovered back to 2900.\nThen, this in mid-April 2020: He would normally look for a retest of the major low, but not then: ”“Because for the first time in stock market history the consensus is for a retest, a normal retest is not likely to happen.”\nThis was right, as was his preference for riskier cyclical stocks and his update June of last year: “We are in a new bull market...every correction should be bought...every time S&P 500 falls below its 50-day moving average is an extraordinary buying opportunity.”\nS&P 500 with 50-day moving averageFactSet\nAfter that and before predicting a correction three months ago that has yet to occur, he pegged the peak in FAANMG days before they topped last Sept. 1; said in late December the market had “entered the last hurrah for growth and speculative stocks” that would pressure the  overall market but not necessarily drive across-the-board losses; and predicted bitcoin would peak coincident with the Coinbase listing (it did). Not perfect, but not bad.\nHis current outlook\nHis is not a system, but a weight-of-the-evidence approach pursued with an open mind and a feel for market cadences earned over more than three decades of economic cycles.\nFollowing up onhis latest update this week, I asked for a broader take on historical echoes and longer-term probabilities. Mystery Broker offers this:\n“I think the current recovery is most similar to the recovery in 2003-04.  A big transition from hyper-growth to value.  Also, valuations are already high after only one year of stock market and economic growth similar to 2003-4, although more extreme now. ” He expects “muted returns for the rest of decade similar to the low returns of the first decade of the 2000s.  See leadership from industrials, healthcare and to some degree financials.”\n“Don’t expect technology to be a big outperformer and semiconductors will be a disappointment especially equipment semis that have benefitted from a few big trends over the last few years. Value, foreign stocks (expect dollar to fall over the next few years) and equal-weighted indices will outperform.  Inflation and interest rates will slowly rise which is different from the last decade.\n“The big surprise will be how old industries adapt to new technology and fight off some of the hot new entries.  There will be a lot of rebounds similar to how the New York Times came back from the dead last decade.”\nI also asked if he’s interested in being identified. The answer: not now, but maybe soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169091032,"gmtCreate":1623808294726,"gmtModify":1703820077063,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Still lots of room to grow!!!","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Still lots of room to grow!!!","text":"$Senseonics(SENS)$Still lots of room to grow!!!","images":[{"img":"https://static.tigerbbs.com/f4ead75adaa1e2d2eb28139e8086b125","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/169091032","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574130049114855","authorId":"3574130049114855","name":"jvlevia","avatar":"https://community-static.tradeup.com/news/e5a8dc4f82c8604fc2ba5e0bc643a1c8","crmLevel":2,"crmLevelSwitch":0},"content":"[Money Fans] [Money Fans]","text":"[Money Fans] [Money Fans]","html":"[Money Fans] [Money Fans]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801501405,"gmtCreate":1627521265307,"gmtModify":1703491541898,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/801501405","repostId":"1166151449","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112703654,"gmtCreate":1622912364978,"gmtModify":1704193224749,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like my comment for good luck!!","listText":"Like my comment for good luck!!","text":"Like my comment for good luck!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/112703654","repostId":"1188570839","repostType":2,"repost":{"id":"1188570839","pubTimestamp":1622860746,"share":"https://www.laohu8.com/m/news/1188570839?lang=&edition=full","pubTime":"2021-06-05 10:39","market":"us","language":"en","title":"7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1188570839","media":"InvestorPlace","summary":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterS","content":"<p>This is one of the toughest challenges for the matriarch of Wall Street</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2022cd2d5aa215fd31b5412f065fd906\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Maxx-Studio/ShutterStock.com</span></p>\n<p>I like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she&nbsp;runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.</p>\n<p>Unfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.</p>\n<p>To be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.</p>\n<p>Unfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;(BATS:<b><u>ARKQ</u></b>)&nbsp;doubled downon shares of&nbsp;<b>Workhorse</b>&nbsp;(NASDAQ:<b><u>WKHS</u></b>) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.</p>\n<p>Still, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.</p>\n<ul>\n <li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li>\n <li><b>Twilio</b>(NYSE:<b><u>TWLO</u></b>)</li>\n <li><b>Nintendo</b>(OTCMKTS:<b><u>NTDOY</u></b>)</li>\n <li><b>Stratasys</b>(NASDAQ:<b><u>SSYS</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li>\n <li><b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>)</li>\n</ul>\n<p>Because this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>I’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the&nbsp;eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?</p>\n<p>However, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to&nbsp;<i>CNBC</i>, the streaming equipment manufacturer “posted its&nbsp;highest revenue growth rate” in the years since its 2017 initial public offering.</p>\n<p>Second, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.</p>\n<p>Still, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.</p>\n<p><b>Twilio (TWLO)</b></p>\n<p>Another one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed&nbsp;voice calling, text messaging and other communications functionality&nbsp;into a software application or product.”</p>\n<p>I like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.</p>\n<p>Most of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.</p>\n<p>Part of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.</p>\n<p>Personally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.</p>\n<p><b>Nintendo (NTDOY)</b></p>\n<p>If I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, I<i>did</i>actually grow up with it.</p>\n<p>But setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector&nbsp;may reach $154.6 billion&nbsp;by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.</p>\n<p>True, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.</p>\n<p>Still, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.</p>\n<p><b>Stratasys (SSYS)</b></p>\n<p>As a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.</p>\n<p>Much like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.</p>\n<p>That’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.</p>\n<p>Even more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>For the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.</p>\n<p>While opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.</p>\n<p>Further, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.</p>\n<p>However, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.</p>\n<p>Also, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.</p>\n<p><b>Teladoc Health (TDOC)</b></p>\n<p>Among Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.</p>\n<p>That’s an important lesson — sometimes, the fundamentals matter all the time.</p>\n<p>Of course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a&nbsp;hybrid of Covid-19 variants&nbsp;that’s incredibly contagious.</p>\n<p>On the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.</p>\n<p>Also, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.</p>\n<p><b>Zillow (Z, ZG)</b></p>\n<p>Here’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&amp;P/Case-Shiller U.S. National Home Price Index demonstrates, real estate&nbsp;demand reached unprecedented levels&nbsp;in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.</p>\n<p>But on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.</p>\n<p>Although it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.</p>\n<p>Finally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.</p>","source":"lsy1606302653667","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>7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire</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\">\n7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTDOY":"任天堂","ARKW":"ARK Next Generation Internation ETF","Z":"Zillow","ARKG":"ARK Genomic Revolution ETF","TWLO":"Twilio Inc","SSYS":"Stratasys","ROKU":"Roku Inc","ZG":"Zillow Class A","ARKK":"ARK Innovation ETF","TSLA":"特斯拉","TDOC":"Teladoc Health Inc.","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKO":"ARKO Corp","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188570839","content_text":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.\nUnfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship ARK Innovation ETF (NYSEARCA:ARKK) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.\nTo be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.\nUnfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) doubled downon shares of Workhorse (NASDAQ:WKHS) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.\nStill, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.\n\nRoku(NASDAQ:ROKU)\nTwilio(NYSE:TWLO)\nNintendo(OTCMKTS:NTDOY)\nStratasys(NASDAQ:SSYS)\nTesla(NASDAQ:TSLA)\nTeladoc Health(NYSE:TDOC)\nZillow(NASDAQ:Z, NASDAQ:ZG)\n\nBecause this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.\nRoku (ROKU)\nI’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?\nHowever, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to CNBC, the streaming equipment manufacturer “posted its highest revenue growth rate” in the years since its 2017 initial public offering.\nSecond, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.\nStill, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.\nTwilio (TWLO)\nAnother one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed voice calling, text messaging and other communications functionality into a software application or product.”\nI like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.\nMost of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.\nPart of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.\nPersonally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.\nNintendo (NTDOY)\nIf I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, Ididactually grow up with it.\nBut setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector may reach $154.6 billion by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.\nTrue, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.\nStill, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.\nStratasys (SSYS)\nAs a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.\nMuch like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.\nThat’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.\nEven more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.\nTesla (TSLA)\nFor the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.\nWhile opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.\nFurther, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.\nHowever, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.\nAlso, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.\nTeladoc Health (TDOC)\nAmong Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.\nThat’s an important lesson — sometimes, the fundamentals matter all the time.\nOf course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a hybrid of Covid-19 variants that’s incredibly contagious.\nOn the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.\nAlso, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.\nZillow (Z, ZG)\nHere’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&P/Case-Shiller U.S. National Home Price Index demonstrates, real estate demand reached unprecedented levels in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.\nBut on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.\nAlthough it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.\nFinally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575936957429593","authorId":"3575936957429593","name":"alvernsim","avatar":"https://static.tigerbbs.com/c2fe3d62fe9cea4c6c6e6417f045322d","crmLevel":1,"crmLevelSwitch":0},"content":"Nice bro! Comment back pls!","text":"Nice bro! Comment back pls!","html":"Nice bro! Comment back pls!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120666760,"gmtCreate":1624321943250,"gmtModify":1703833338164,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like n reply back for good luck!","listText":"Like n reply back for good luck!","text":"Like n reply back for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/120666760","repostId":"1191349655","repostType":4,"repost":{"id":"1191349655","pubTimestamp":1624316842,"share":"https://www.laohu8.com/m/news/1191349655?lang=&edition=full","pubTime":"2021-06-22 07:07","market":"us","language":"en","title":"Wall Street ends sharply higher, led by surging Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=1191349655","media":"Reuters","summary":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over thr","content":"<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.</p>\n<p>The small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.</p>\n<p>The S&amp;P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.</p>\n<p>That was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&amp;P 500 in months.</p>\n<p>“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p>\n<p>All 11 S&amp;P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.</p>\n<p>Microsoft Corp rose 1.2% to close at an all-time high.</p>\n<p>The S&amp;P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.</p>\n<p>(Graphic: Value vs Growth stocks, )</p>\n<p><img src=\"https://static.tigerbbs.com/cef3457ef1409a02e910dfc35591b8dc\" tg-width=\"963\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p>\n<p>Focus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.</p>\n<p>The Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&amp;P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.</p>\n<p>Cryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.</p>\n<p>Moderna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.</p>\n<p>Market participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.</p>\n<p>Volume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.</p>","source":"lsy1601381805984","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>Wall Street ends sharply higher, led by surging Dow</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\">\nWall Street ends sharply higher, led by surging Dow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z\">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","MSFT":"微软",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191349655","content_text":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.\nThe small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.\nThe S&P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.\nThat was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&P 500 in months.\n“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\nAll 11 S&P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.\nMicrosoft Corp rose 1.2% to close at an all-time high.\nThe S&P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.\n(Graphic: Value vs Growth stocks, )\n\nFocus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.\nThe Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.\nCryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.\nModerna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.\nMarket participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.\nVolume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572482309404214","authorId":"3572482309404214","name":"DericPiew","avatar":"https://static.tigerbbs.com/75ccf79ff136db80eba96ff2adb91032","crmLevel":3,"crmLevelSwitch":0},"content":"please pike back lol","text":"please pike back lol","html":"please pike back lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171614586,"gmtCreate":1626741824445,"gmtModify":1703764188147,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/171614586","repostId":"2152651282","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155537888,"gmtCreate":1625444364544,"gmtModify":1703741707958,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please like n reply for good luck!","listText":"Please like n reply for good luck!","text":"Please like n reply for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155537888","repostId":"1177847846","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155957096,"gmtCreate":1625371290315,"gmtModify":1703740934062,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please&nbsp;like this comment for good luck!","listText":"Please&nbsp;like this comment for good luck!","text":"Please like this comment for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155957096","repostId":"1160702483","repostType":4,"repost":{"id":"1160702483","pubTimestamp":1625369888,"share":"https://www.laohu8.com/m/news/1160702483?lang=&edition=full","pubTime":"2021-07-04 11:38","market":"us","language":"en","title":"Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702483","media":"MarketWatch","summary":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably hear","content":"<blockquote>\n <b>When stock market investing gets too easy, consider getting out of the market.</b>\n</blockquote>\n<p>You’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:</p>\n<p><img src=\"https://static.tigerbbs.com/4416d357ac2bc16d4fdcf60a3c4c3c56\" tg-width=\"916\" tg-height=\"463\"></p>\n<p>I have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:</p>\n<p>FOLO (fear of living once)&nbsp; and YOMO (you only miss out).</p>\n<p>Here’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.</p>\n<p>Return to 2004</p>\n<p>It was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.</p>\n<p>As 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.</p>\n<p>In the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!</p>\n<p>By early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.</p>\n<p>Here I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.</p>\n<p>By the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.</p>\n<p>I spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.</p>\n<p>Lesson of the week — do not dig yourself a hole, OK?</p>\n<p>Foreshadowing</p>\n<p>Here’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).</p>\n<p>Here’s an excerpt:</p>\n<p><i>I’m worried. That’s no news flash, as I’m&nbsp;always&nbsp;worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.</i></p>\n<p><i>Just about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?</i></p>\n<p><i>Last month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006&nbsp;World Economic Outlook.” Has the IMF ever gotten the outlook right?</i></p>\n<p><i>This utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries —&nbsp;the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to&nbsp;flip&nbsp;that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.</i></p>\n<p><i>A&nbsp;Citi&nbsp;board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.</i></p>\n<p>Beware when things are too easy</p>\n<p>Cody&nbsp;back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.</p>\n<p>And all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.</p>\n<p>That story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.</p>\n<p>I’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.</p>\n<p>I have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.</p>","source":"lsy1603348471595","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>Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and 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\">\nTwo new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only ...</p>\n\n<a href=\"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page\">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","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702483","content_text":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:\n\nI have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:\nFOLO (fear of living once)  and YOMO (you only miss out).\nHere’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.\nReturn to 2004\nIt was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.\nAs 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.\nIn the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!\nBy early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.\nHere I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.\nBy the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.\nI spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.\nLesson of the week — do not dig yourself a hole, OK?\nForeshadowing\nHere’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).\nHere’s an excerpt:\nI’m worried. That’s no news flash, as I’m always worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.\nJust about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?\nLast month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006 World Economic Outlook.” Has the IMF ever gotten the outlook right?\nThis utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries — the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to flip that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.\nA Citi board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.\nBeware when things are too easy\nCody back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.\nAnd all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.\nThat story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.\nI’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.\nI have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188795645,"gmtCreate":1623461269387,"gmtModify":1704204203066,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Fed Up","listText":"Fed Up","text":"Fed Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188795645","repostId":"2142858202","repostType":4,"repost":{"id":"2142858202","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":1623453060,"share":"https://www.laohu8.com/m/news/2142858202?lang=&edition=full","pubTime":"2021-06-12 07:11","market":"us","language":"en","title":"Don't be fooled by some of the hawkish sounds coming out of the Fed next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142858202","media":"Dow Jones","summary":"Fed will remain dovish, economists say.\n\nThere are sixteen different types of hawks found in the Uni","content":"<blockquote>\n Fed will remain dovish, economists say.\n</blockquote>\n<p>There are sixteen different types of hawks found in the United States, according to birdwatchingh.com . While it may be tempting, it is too soon to add Federal Reserve policymakers to that list.</p>\n<p>Much will be made next week out of some potentially \"hawkish\" sounds from the U.S. central bank's policy meeting, economists said, while they stressed that Fed Chairman Jerome Powell and the majority of the voting members of the interest rate setting committee remain \"doves\" and fundamentally will be sticking to their \"patient\" stance on monetary policy.</p>\n<p>\"They are going to be a little bit less dovish than last time,\" said Jim O'Sullivan, chief U.S. macro strategist for TD Securities.</p>\n<p>U.S. inflation has been sizzling in recent months.</p>\n<p>But the recent decline in long-term Treasury yields allows the Fed to lean into the hawkish message, O'Sullivan said.</p>\n<p>While inflation has been surprisingly hot, the Fed \"is willing to wait\" until the fall to see how the labor market responds to the inflation spike, said Ian Shepherdson, chief economist at Pantheon Macroeconomics. Wage pressures play a key role in determining the inflation outlook.</p>\n<p>\"We don't know how many people will come back into the labor market, how participation will rise, and will it be enough to dampen inflationary pressures,\" Shepherdson said.</p>\n<p>\"In the olden days, the Fed would have raised interest rates first and worried about what was going to happen afterwards. But this is a different Fed with a different strategy and a different approach,\" he said.</p>\n<p>The Fed is buying $80 billion of Treasurys and $40 billion of mortgage backed securities each month, along with keeping its benchmark interest rate close to zero, to support the economy.</p>\n<p>The central bank put itself in a bit of a box in December by guiding markets that it wouldn't slow down the pace of purchases until there had been \"substantial further progress\" in its goals of full employment and stable inflation.</p>\n<p><b>What will be the hawkish sounds?</b></p>\n<p>First, the Fed will give in to the reality that talking about tapering the size of its asset purchases makes sense. This is an important shift. Since December, Powell has managed to hold off such talk.</p>\n<p>But this is only the most preliminary of steps.</p>\n<p>Instead \"officials will talk in general straw-poll terms on what principles ought to apply,\" said Lou Crandall, chief economist at Wrightson ICAP.</p>\n<p>It won't be the Fed having a structured debate on a set of options game-planned by the staff. That might happen in July, but not now.</p>\n<p>To downplay the significance, the Fed won't say anything about the \"talks about tapering\" in its formal statement, next Wednesday afternoon, O'Sullivan said.</p>\n<p>Secondly, the Fed's dot-plot, or interest rate forecast chart, may show a shift forward for the first rate hike to come during 2023. At the moment, the Fed shows no rate hikes until 2024 at the earliest.</p>\n<p>At its March meeting, seven out of 18 Fed officials saw a hike before the end of 2023, and it could be nine or ten officials at the June meeting next week.</p>\n<p>Thirdly, the Fed will have to raise its forecast for inflation for this year. In March, the Fed penciled in a 2.2% core rate for the personal consumption expenditure index. While that may rise, the Fed won't move the core rate for 2022 much higher, a signal that it still believes the price gains seen in the last few months reflects \"largely transitory\" factors.</p>\n<p>During press conferences, Powell has said the economy is \"a long way\" from the Fed's goals and it would take \"some time\" for substantial further progress to be achieved.</p>\n<p>\"I wouldn't pound the table and say exactly what Powell is going to say but it is time to start getting away from that language,\" O'Sullivan of TD Securities said.</p>\n<p>At the same time, the Fed has got to say that while the economy has made progress, they still need to see a lot more,\" he added.</p>\n<p>When the Fed added the \"substantial further progress\" guideline, the economy was 9.8 million jobs short of its level in February 2020. At the moment, the economy is 7.6 million jobs short.</p>\n<p>None of these potentially hawkish noises will disturb the central message of Fed officials to the market -- that its benchmark interest rate will stay low next year.</p>\n<p>Even if the Fed starts to taper its asset purchases next January, economists think it will take months before the central bank is ready to take the next step and hike its benchmark interest rates off zero.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't be fooled by some of the hawkish sounds coming out of the Fed next 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\">\nDon't be fooled by some of the hawkish sounds coming out of the Fed next week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 07:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Fed will remain dovish, economists say.\n</blockquote>\n<p>There are sixteen different types of hawks found in the United States, according to birdwatchingh.com . While it may be tempting, it is too soon to add Federal Reserve policymakers to that list.</p>\n<p>Much will be made next week out of some potentially \"hawkish\" sounds from the U.S. central bank's policy meeting, economists said, while they stressed that Fed Chairman Jerome Powell and the majority of the voting members of the interest rate setting committee remain \"doves\" and fundamentally will be sticking to their \"patient\" stance on monetary policy.</p>\n<p>\"They are going to be a little bit less dovish than last time,\" said Jim O'Sullivan, chief U.S. macro strategist for TD Securities.</p>\n<p>U.S. inflation has been sizzling in recent months.</p>\n<p>But the recent decline in long-term Treasury yields allows the Fed to lean into the hawkish message, O'Sullivan said.</p>\n<p>While inflation has been surprisingly hot, the Fed \"is willing to wait\" until the fall to see how the labor market responds to the inflation spike, said Ian Shepherdson, chief economist at Pantheon Macroeconomics. Wage pressures play a key role in determining the inflation outlook.</p>\n<p>\"We don't know how many people will come back into the labor market, how participation will rise, and will it be enough to dampen inflationary pressures,\" Shepherdson said.</p>\n<p>\"In the olden days, the Fed would have raised interest rates first and worried about what was going to happen afterwards. But this is a different Fed with a different strategy and a different approach,\" he said.</p>\n<p>The Fed is buying $80 billion of Treasurys and $40 billion of mortgage backed securities each month, along with keeping its benchmark interest rate close to zero, to support the economy.</p>\n<p>The central bank put itself in a bit of a box in December by guiding markets that it wouldn't slow down the pace of purchases until there had been \"substantial further progress\" in its goals of full employment and stable inflation.</p>\n<p><b>What will be the hawkish sounds?</b></p>\n<p>First, the Fed will give in to the reality that talking about tapering the size of its asset purchases makes sense. This is an important shift. Since December, Powell has managed to hold off such talk.</p>\n<p>But this is only the most preliminary of steps.</p>\n<p>Instead \"officials will talk in general straw-poll terms on what principles ought to apply,\" said Lou Crandall, chief economist at Wrightson ICAP.</p>\n<p>It won't be the Fed having a structured debate on a set of options game-planned by the staff. That might happen in July, but not now.</p>\n<p>To downplay the significance, the Fed won't say anything about the \"talks about tapering\" in its formal statement, next Wednesday afternoon, O'Sullivan said.</p>\n<p>Secondly, the Fed's dot-plot, or interest rate forecast chart, may show a shift forward for the first rate hike to come during 2023. At the moment, the Fed shows no rate hikes until 2024 at the earliest.</p>\n<p>At its March meeting, seven out of 18 Fed officials saw a hike before the end of 2023, and it could be nine or ten officials at the June meeting next week.</p>\n<p>Thirdly, the Fed will have to raise its forecast for inflation for this year. In March, the Fed penciled in a 2.2% core rate for the personal consumption expenditure index. While that may rise, the Fed won't move the core rate for 2022 much higher, a signal that it still believes the price gains seen in the last few months reflects \"largely transitory\" factors.</p>\n<p>During press conferences, Powell has said the economy is \"a long way\" from the Fed's goals and it would take \"some time\" for substantial further progress to be achieved.</p>\n<p>\"I wouldn't pound the table and say exactly what Powell is going to say but it is time to start getting away from that language,\" O'Sullivan of TD Securities said.</p>\n<p>At the same time, the Fed has got to say that while the economy has made progress, they still need to see a lot more,\" he added.</p>\n<p>When the Fed added the \"substantial further progress\" guideline, the economy was 9.8 million jobs short of its level in February 2020. At the moment, the economy is 7.6 million jobs short.</p>\n<p>None of these potentially hawkish noises will disturb the central message of Fed officials to the market -- that its benchmark interest rate will stay low next year.</p>\n<p>Even if the Fed starts to taper its asset purchases next January, economists think it will take months before the central bank is ready to take the next step and hike its benchmark interest rates off zero.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142858202","content_text":"Fed will remain dovish, economists say.\n\nThere are sixteen different types of hawks found in the United States, according to birdwatchingh.com . While it may be tempting, it is too soon to add Federal Reserve policymakers to that list.\nMuch will be made next week out of some potentially \"hawkish\" sounds from the U.S. central bank's policy meeting, economists said, while they stressed that Fed Chairman Jerome Powell and the majority of the voting members of the interest rate setting committee remain \"doves\" and fundamentally will be sticking to their \"patient\" stance on monetary policy.\n\"They are going to be a little bit less dovish than last time,\" said Jim O'Sullivan, chief U.S. macro strategist for TD Securities.\nU.S. inflation has been sizzling in recent months.\nBut the recent decline in long-term Treasury yields allows the Fed to lean into the hawkish message, O'Sullivan said.\nWhile inflation has been surprisingly hot, the Fed \"is willing to wait\" until the fall to see how the labor market responds to the inflation spike, said Ian Shepherdson, chief economist at Pantheon Macroeconomics. Wage pressures play a key role in determining the inflation outlook.\n\"We don't know how many people will come back into the labor market, how participation will rise, and will it be enough to dampen inflationary pressures,\" Shepherdson said.\n\"In the olden days, the Fed would have raised interest rates first and worried about what was going to happen afterwards. But this is a different Fed with a different strategy and a different approach,\" he said.\nThe Fed is buying $80 billion of Treasurys and $40 billion of mortgage backed securities each month, along with keeping its benchmark interest rate close to zero, to support the economy.\nThe central bank put itself in a bit of a box in December by guiding markets that it wouldn't slow down the pace of purchases until there had been \"substantial further progress\" in its goals of full employment and stable inflation.\nWhat will be the hawkish sounds?\nFirst, the Fed will give in to the reality that talking about tapering the size of its asset purchases makes sense. This is an important shift. Since December, Powell has managed to hold off such talk.\nBut this is only the most preliminary of steps.\nInstead \"officials will talk in general straw-poll terms on what principles ought to apply,\" said Lou Crandall, chief economist at Wrightson ICAP.\nIt won't be the Fed having a structured debate on a set of options game-planned by the staff. That might happen in July, but not now.\nTo downplay the significance, the Fed won't say anything about the \"talks about tapering\" in its formal statement, next Wednesday afternoon, O'Sullivan said.\nSecondly, the Fed's dot-plot, or interest rate forecast chart, may show a shift forward for the first rate hike to come during 2023. At the moment, the Fed shows no rate hikes until 2024 at the earliest.\nAt its March meeting, seven out of 18 Fed officials saw a hike before the end of 2023, and it could be nine or ten officials at the June meeting next week.\nThirdly, the Fed will have to raise its forecast for inflation for this year. In March, the Fed penciled in a 2.2% core rate for the personal consumption expenditure index. While that may rise, the Fed won't move the core rate for 2022 much higher, a signal that it still believes the price gains seen in the last few months reflects \"largely transitory\" factors.\nDuring press conferences, Powell has said the economy is \"a long way\" from the Fed's goals and it would take \"some time\" for substantial further progress to be achieved.\n\"I wouldn't pound the table and say exactly what Powell is going to say but it is time to start getting away from that language,\" O'Sullivan of TD Securities said.\nAt the same time, the Fed has got to say that while the economy has made progress, they still need to see a lot more,\" he added.\nWhen the Fed added the \"substantial further progress\" guideline, the economy was 9.8 million jobs short of its level in February 2020. At the moment, the economy is 7.6 million jobs short.\nNone of these potentially hawkish noises will disturb the central message of Fed officials to the market -- that its benchmark interest rate will stay low next year.\nEven if the Fed starts to taper its asset purchases next January, economists think it will take months before the central bank is ready to take the next step and hike its benchmark interest rates off zero.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124219285,"gmtCreate":1624766499047,"gmtModify":1703844769908,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woohoo!Pls like n comment back for good luck!","listText":"Woohoo!Pls like n comment back for good luck!","text":"Woohoo!Pls like n comment back for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/124219285","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180606548,"gmtCreate":1623200464484,"gmtModify":1704198147937,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Not sure abt thatBut like and comment here&nbsp;for good luck!","listText":"Not sure abt thatBut like and comment here&nbsp;for good luck!","text":"Not sure abt thatBut like and comment here for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180606548","repostId":"1111279529","repostType":4,"repost":{"id":"1111279529","pubTimestamp":1623200185,"share":"https://www.laohu8.com/m/news/1111279529?lang=&edition=full","pubTime":"2021-06-09 08:56","market":"us","language":"en","title":"Biohaven CEO says drug approval is ‘monumental’ for migraine patients","url":"https://stock-news.laohu8.com/highlight/detail?id=1111279529","media":"cnbc","summary":"Biohaven CEO Vlad Coric told CNBC Tuesday a recent approval of the company’s migraine drug will “cha","content":"<div>\n<p>Biohaven CEO Vlad Coric told CNBC Tuesday a recent approval of the company’s migraine drug will “change the paradigm” of migraine prevention and treatment.The U.S. Food and Drug Administration last ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/08/biohaven-ceo-says-drug-approval-is-monumental-for-migraine-patients.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biohaven CEO says drug approval is ‘monumental’ for migraine patients</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\">\nBiohaven CEO says drug approval is ‘monumental’ for migraine patients\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 08:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/08/biohaven-ceo-says-drug-approval-is-monumental-for-migraine-patients.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biohaven CEO Vlad Coric told CNBC Tuesday a recent approval of the company’s migraine drug will “change the paradigm” of migraine prevention and treatment.The U.S. Food and Drug Administration last ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/08/biohaven-ceo-says-drug-approval-is-monumental-for-migraine-patients.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHVN":"Biohaven Pharmaceutical Holding Co Ltd."},"source_url":"https://www.cnbc.com/2021/06/08/biohaven-ceo-says-drug-approval-is-monumental-for-migraine-patients.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111279529","content_text":"Biohaven CEO Vlad Coric told CNBC Tuesday a recent approval of the company’s migraine drug will “change the paradigm” of migraine prevention and treatment.The U.S. Food and Drug Administration last week approved the medicine, Nurtec ODT, for preventative treatment of migraines. That comes about a year after Nurtec was first launched to treat the symptoms of debilitating headaches, making it the first pill approved for both acute treatment and prevention, according to Coric.\"This is a monumental approval for Biohaven and patients with migraine,\" Coric said in a \"Mad Money\" interview with Jim Cramer.\"I've been practicing medicine for 25 years, and this is the first time we have a single migraine medication that can do both of these things,\" Coric said. \"This is going to change the paradigm in which migraine is treated.\"The New Haven, Connecticut-based pharmaceutical company has recruited celebrity names like actress Whoopi Goldberg andmodel Khloe Kardashianto promote the therapy.Biohaven shares closed at $95.36 apiece Tuesday, up 6.5% from where it last traded before the announcement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141628807,"gmtCreate":1625869518209,"gmtModify":1703750039234,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niooooo","listText":"Niooooo","text":"Niooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141628807","repostId":"2150434370","repostType":4,"repost":{"id":"2150434370","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1625843758,"share":"https://www.laohu8.com/m/news/2150434370?lang=&edition=full","pubTime":"2021-07-09 23:15","market":"us","language":"en","title":"Nio Throws New Challenge At Tesla As Competition Heats Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2150434370","media":"Investors","summary":"The Tesla of China plans 4,000 battery-swap stations for electric vehicles by 2025. Nio stock reversed lower.","content":"<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Throws New Challenge At Tesla As Competition Heats Up</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\">\nNio Throws New Challenge At Tesla As Competition Heats Up\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-07-09 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150434370","content_text":"Nio plans a vast expansion of EV battery swapping stations as competition with Tesla heats up. Nio stock opened higher but reversed lower.\nThe Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.\nNio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.\nAt the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.\nAt battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh one rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.\nIn June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.\nEV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.\nOn Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.\nNio Stock, EV Stocks\nShares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.\nHSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.\nNio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.\nMeanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed Xpeng Motors debuted earlier this week in a dual listing, local media said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182740968,"gmtCreate":1623624169654,"gmtModify":1704206984224,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/182740968","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDCE":"PDC Energy","BBBY":"3B家居"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173124589,"gmtCreate":1626649123141,"gmtModify":1703762528711,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Netflix n chill","listText":"Netflix n chill","text":"Netflix n chill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173124589","repostId":"2152897876","repostType":4,"repost":{"id":"2152897876","pubTimestamp":1626528120,"share":"https://www.laohu8.com/m/news/2152897876?lang=&edition=full","pubTime":"2021-07-17 21:22","market":"us","language":"en","title":"Netflix Earnings: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2152897876","media":"Motley Fool","summary":"The streaming video giant has some big questions to answer for investors on Tuesday.","content":"<p><b>Netflix</b> (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.</p>\n<p>Netflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like <b>Disney</b> (NYSE:DIS).</p>\n<p>That explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.</p>\n<h2>Meeting low expectations</h2>\n<p>Growth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.</p>\n<p>The big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.</p>\n<h2>Capital questions</h2>\n<p>The improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e7594a3156e7defcc305d31d5ff009\" tg-width=\"720\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>NFLX Cash from Operations (TTM) data by YCharts</span></p>\n<p>Look for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.</p>\n<h2>The forecast for the second half</h2>\n<p>Netflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.</p>\n<p>The company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.</p>\n<p>The forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Earnings: What to Watch</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\">\nNetflix Earnings: What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152897876","content_text":"Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.\nNetflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like Disney (NYSE:DIS).\nThat explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.\nMeeting low expectations\nGrowth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.\nThe big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.\nCapital questions\nThe improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.\nNFLX Cash from Operations (TTM) data by YCharts\nLook for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.\nThe forecast for the second half\nNetflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.\nThe company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.\nThe forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128725920,"gmtCreate":1624533035360,"gmtModify":1703839575284,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like n comment for good luck!","listText":"Pls like n comment for good luck!","text":"Pls like n comment for good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/128725920","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","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 ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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 ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\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","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115368418,"gmtCreate":1622952174534,"gmtModify":1704193702695,"author":{"id":"3580565594783380","authorId":"3580565594783380","name":"A79","avatar":"https://static.tigerbbs.com/e27267c412cea01bdd4a47d746ba7606","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment for good luck! :)","listText":"Like and comment for good luck! :)","text":"Like and comment for good luck! :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/115368418","repostId":"1120164826","repostType":4,"repost":{"id":"1120164826","pubTimestamp":1622951745,"share":"https://www.laohu8.com/m/news/1120164826?lang=&edition=full","pubTime":"2021-06-06 11:55","market":"us","language":"en","title":"Zillow: Significant Downside Remains","url":"https://stock-news.laohu8.com/highlight/detail?id=1120164826","media":"seekingalpha","summary":"Summary\n\nShares of Zillow Group have come down some 30% since my \"Take Profits\" article was publishe","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Zillow Group have come down some 30% since my \"Take Profits\" article was published on Seeking Alpha.</li>\n <li>However, and despite a definite improvement in the latest Q1 EPS report, the stock looks to have a further downside to come.</li>\n <li>That is because margins are dismal, forward adjusted EBITDA guidance for Q2 was weak (lower than Q1), and the outstanding share count continues to grow.</li>\n <li>Yet, the stock still trades with a forward P/E of nearly 100x.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2b4c631e3e6b24aaf024fb49665ea3\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>The&nbsp;<b>Zillow Group</b>&nbsp;(ZG) has, without a doubt, established itself as the #1 online real estate website and as one-stop shop for home-buying consumers. The company's recent pivot to what I'll call the iHome business (purchasing homes directly from consumers and then selling them on the open market) has been a positive catalyst of late in terms of revenue growth, and that business blends well with ZG's Mortgage Segment and Internet, Media, and Technology Segment. However, despite the recent and significant drop in the price of the shares, ZG still seem substantially overvalued in my opinion. That is because margins are - in a word - pathetic. In addition, Q2 guidance was weak and the company plans to hire an additional 2,000 employees this year. In my opinion, that will pressure margins even further through the remainder of the year.</p>\n<p><b>Investment Rationale</b></p>\n<p>Like many Americans, Zillow has become one of my favorite websites. I am surely not alone when it comes to frequently checking Zillow.com to see what the current \"Zestimate\" is for my home as well as for the homes I have owned in the past, and those of my friends and family.</p>\n<p>Indeed, marketing share data from Statista shows that Zillow is #1 in unique monthly visits, and Trulia - which the Zillow Group bought in 2014 - is #2. In aggregate that gives the Zillow group a stranglehold on the real estate website market (at least by the unique visits metric) at more than 3x the share as compared to what was once a highly competitive race with Realtor.com for consumers' eye-balls:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/929acb56fa1d566e5f6c3ac0d250c2c2\" tg-width=\"640\" tg-height=\"553\"><span>Source:Statista</span></p>\n<p>But of course there are other metrics to judge the popularity and use of real estate websites. Here is more recent data (April 1, 2021) from SimilarWeb.com:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/836f372f61ccb570286e9ac3e0f3143b\" tg-width=\"640\" tg-height=\"366\"><span>Source:SimilarWeb.com</span></p>\n<p>When it comes to average visit duration, pages viewed per visit, and bounce rate (the % of consumers that only view one-page then leave the site), Zillow and Trulia again show impressive comps. That said, note there must be other metrics that figure into the SimilarWeb ratings shown above because - from these metrics alone - one could argue rightmove.co.uk has the best stats as shown. Regardless, this graphic is another indicator that the Zillow/Trulia brand is very strong and the market leader.</p>\n<p>However, eye-balls aren't enough ... the views and activity need to be converted into profits, and that is where the Zillow Group is struggling in comparison to its rather lofty valuation.</p>\n<p><b>Q1 Earnings</b></p>\n<p>Zillow released its&nbsp;Q1 EPS report&nbsp;on May 4th. It was a strong report. GAAP net-income of $0.20/share&nbsp;beat estimates by a whopping $0.13. Revenue of $1.22 billion was a $120 million beat and was up 8% yoy. The company reported strong traffic on its website and mobile apps, with 221 million average monthly users (up 15% yoy) driving 2.5 billion visits during Q1 (up 19% yoy).</p>\n<p>The most interesting segment in Q1 was the iHome (or what ZG calls \"Zillow Offers\") because it accounted for ~57% of revenue and is the segment Zillow is counting on to be is profitable growth engine.</p>\n<p>However, as can be seen in the graphic below, the margins are - so far - quite puny:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e5264c5427eb9f8b1987c2182cb39a\" tg-width=\"640\" tg-height=\"311\"><span>Source: Zillow'sQ1 EPS report</span></p>\n<p>As can be seen, the all-in return (after operating costs and interest expense) on the home buying/selling (flipping might be a better word) is a scant 4.94% of the average per-home revenue. That is despite what is generally considered to be a very hot-market real estate market across the nation. In addition, note the iHome business is a threat to the company's future growth aspirations because the pivot to iHome has pretty much cratered the company's Premier Agent business. The pivot also likely means more pressure on Zillow's advertising revenue which generally comes from the agents its iHome segment is now stealing away homes from. And all that for only 4.9% margins?</p>\n<p><b>Going Forward</b></p>\n<p>The chart below is the company's guidance for Q2:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d976a71e1e72bb8f0c6ac3306aa4f100\" tg-width=\"628\" tg-height=\"337\"><span>Source: Zillow's Q1 EPS report</span></p>\n<p>At the midpoint of guidance total adjusted EBITDA ($128 million), note that&nbsp;<b>will be down considerably</b>&nbsp;from the $181 million in total adjusted EBITDA delivered in Q1.</p>\n<p>In addition, note the weighted average share-count at the end of Q1 (it was not included in the Q1 EPS report, but can be found in the&nbsp;SEC 10-Q filing) was 259,346,000 shares (up a whopping 23% yoy). And that share-count is expected to continue growing to an estimated 265.5 million shares at the end of Q2 (based on the guidance shown above).</p>\n<p><b>Valuation</b></p>\n<p>So we have weak margins, falling adjusted EBITDA and a significantly rising number of fully diluted shares. Hmmmm.</p>\n<p>Yet, despite the recent correction in the stock (note the stock is down ~30% since my Seeking Alpha article in March&nbsp;<i>Zillow: Take Profits</i>), the stock is still trading at a lofty valuation given the analysis of Q1 and Q2 guidance just presented. The&nbsp;Seeking Alpha forward P/E=97.7x.</p>\n<p>That is obviously a rich comparison in terms of Zillow's growth prospects (or non-growth...) considering the weak Q2 guidance. In addition, it is not clear to me what the catalyst will be to improve the company's awfully small margins going forward. That is especially the case considering&nbsp;<b>Zillow plans to hire an additional 2,000 employees this year</b>, increasing its headcount by some 40%. In my opinion, this headcount growth will be a significant headwind when it comes to increasing margins. That is, Zillow is not able to demonstrate increasing margins as it tries to scale-up its operations.</p>\n<p>Meantime, the pivot to iHome also means that ZG now has significantly more macro-level risks as it will be increasingly dependent on the ups (now..) and downs (coming...) of the housing market.</p>\n<p><b>Risks</b></p>\n<p>The risk of buying Zillow Group today is - in my opinion, a priced-to-near-perfection valuation level. I say \"near perfection\" because it was priced to perfection when I wrote my \"Take Profits\" article on ZG, and since it is down 30% since that piece was published, now I will simply call ZG a \"rich valuation\" proposition.</p>\n<p>The goods news is that Zillow has a relatively strong balance sheet: it ended the quarter with $4.7 billion in cash (up from $3.9 billion at the end of 2020) after completing a $551 million stock offering during the quarter.</p>\n<p>That compares to $2.259 billion in debt, which was down slightly from year-end. As a result, the company has an estimated $9.19/share in net cash based on the 265.5 million diluted shares outstanding at the end of Q1. And Zillow will likely need to keep a fair amount of cash in order to offset its higher risk profile due to direct exposure to the housing market. That is because history shows us the US housing market can change on-a-dime and could catch ZG holding a rather large inventory of homes.</p>\n<p><b>Summary &amp; Conclusion</b></p>\n<p>While Zillow's Q1 report was certainly much improved on a sequential basis, the company's own Q2 guidance seems to be more indicative of the thesis I presented in my last article on the company. That is, the stock's valuation simply appears to be substantially out-of-whack in comparison to its demonstrated growth metrics. More shares, falling sequential adjusted EBITDA in Q2 despite a hot and highly appreciating housing market and ... well, I just cannot understand the current valuation level. As a result, I maintain the opinion from my previous article: I wouldn't be interested in ZG until it reached the ~$50/share level.</p>\n<p>I will end with a five-year price chart of ZG and note that my $50 target is roughly where the stock was prior to the pandemic. Certainly the EPS reports issues since that time do not justify the rapid and substantial increase in the shares to $200 ... or, even the current $110 level.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f243f9f555525da2dcb1589d18cd30f\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zillow: Significant Downside Remains</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\">\nZillow: Significant Downside Remains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433217-zillow-significant-downside-remains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Zillow Group have come down some 30% since my \"Take Profits\" article was published on Seeking Alpha.\nHowever, and despite a definite improvement in the latest Q1 EPS report, the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433217-zillow-significant-downside-remains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow"},"source_url":"https://seekingalpha.com/article/4433217-zillow-significant-downside-remains","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120164826","content_text":"Summary\n\nShares of Zillow Group have come down some 30% since my \"Take Profits\" article was published on Seeking Alpha.\nHowever, and despite a definite improvement in the latest Q1 EPS report, the stock looks to have a further downside to come.\nThat is because margins are dismal, forward adjusted EBITDA guidance for Q2 was weak (lower than Q1), and the outstanding share count continues to grow.\nYet, the stock still trades with a forward P/E of nearly 100x.\n\nPhoto by Sundry Photography/iStock Editorial via Getty Images\nThe Zillow Group (ZG) has, without a doubt, established itself as the #1 online real estate website and as one-stop shop for home-buying consumers. The company's recent pivot to what I'll call the iHome business (purchasing homes directly from consumers and then selling them on the open market) has been a positive catalyst of late in terms of revenue growth, and that business blends well with ZG's Mortgage Segment and Internet, Media, and Technology Segment. However, despite the recent and significant drop in the price of the shares, ZG still seem substantially overvalued in my opinion. That is because margins are - in a word - pathetic. In addition, Q2 guidance was weak and the company plans to hire an additional 2,000 employees this year. In my opinion, that will pressure margins even further through the remainder of the year.\nInvestment Rationale\nLike many Americans, Zillow has become one of my favorite websites. I am surely not alone when it comes to frequently checking Zillow.com to see what the current \"Zestimate\" is for my home as well as for the homes I have owned in the past, and those of my friends and family.\nIndeed, marketing share data from Statista shows that Zillow is #1 in unique monthly visits, and Trulia - which the Zillow Group bought in 2014 - is #2. In aggregate that gives the Zillow group a stranglehold on the real estate website market (at least by the unique visits metric) at more than 3x the share as compared to what was once a highly competitive race with Realtor.com for consumers' eye-balls:\nSource:Statista\nBut of course there are other metrics to judge the popularity and use of real estate websites. Here is more recent data (April 1, 2021) from SimilarWeb.com:\nSource:SimilarWeb.com\nWhen it comes to average visit duration, pages viewed per visit, and bounce rate (the % of consumers that only view one-page then leave the site), Zillow and Trulia again show impressive comps. That said, note there must be other metrics that figure into the SimilarWeb ratings shown above because - from these metrics alone - one could argue rightmove.co.uk has the best stats as shown. Regardless, this graphic is another indicator that the Zillow/Trulia brand is very strong and the market leader.\nHowever, eye-balls aren't enough ... the views and activity need to be converted into profits, and that is where the Zillow Group is struggling in comparison to its rather lofty valuation.\nQ1 Earnings\nZillow released its Q1 EPS report on May 4th. It was a strong report. GAAP net-income of $0.20/share beat estimates by a whopping $0.13. Revenue of $1.22 billion was a $120 million beat and was up 8% yoy. The company reported strong traffic on its website and mobile apps, with 221 million average monthly users (up 15% yoy) driving 2.5 billion visits during Q1 (up 19% yoy).\nThe most interesting segment in Q1 was the iHome (or what ZG calls \"Zillow Offers\") because it accounted for ~57% of revenue and is the segment Zillow is counting on to be is profitable growth engine.\nHowever, as can be seen in the graphic below, the margins are - so far - quite puny:\nSource: Zillow'sQ1 EPS report\nAs can be seen, the all-in return (after operating costs and interest expense) on the home buying/selling (flipping might be a better word) is a scant 4.94% of the average per-home revenue. That is despite what is generally considered to be a very hot-market real estate market across the nation. In addition, note the iHome business is a threat to the company's future growth aspirations because the pivot to iHome has pretty much cratered the company's Premier Agent business. The pivot also likely means more pressure on Zillow's advertising revenue which generally comes from the agents its iHome segment is now stealing away homes from. And all that for only 4.9% margins?\nGoing Forward\nThe chart below is the company's guidance for Q2:\nSource: Zillow's Q1 EPS report\nAt the midpoint of guidance total adjusted EBITDA ($128 million), note that will be down considerably from the $181 million in total adjusted EBITDA delivered in Q1.\nIn addition, note the weighted average share-count at the end of Q1 (it was not included in the Q1 EPS report, but can be found in the SEC 10-Q filing) was 259,346,000 shares (up a whopping 23% yoy). And that share-count is expected to continue growing to an estimated 265.5 million shares at the end of Q2 (based on the guidance shown above).\nValuation\nSo we have weak margins, falling adjusted EBITDA and a significantly rising number of fully diluted shares. Hmmmm.\nYet, despite the recent correction in the stock (note the stock is down ~30% since my Seeking Alpha article in March Zillow: Take Profits), the stock is still trading at a lofty valuation given the analysis of Q1 and Q2 guidance just presented. The Seeking Alpha forward P/E=97.7x.\nThat is obviously a rich comparison in terms of Zillow's growth prospects (or non-growth...) considering the weak Q2 guidance. In addition, it is not clear to me what the catalyst will be to improve the company's awfully small margins going forward. That is especially the case considering Zillow plans to hire an additional 2,000 employees this year, increasing its headcount by some 40%. In my opinion, this headcount growth will be a significant headwind when it comes to increasing margins. That is, Zillow is not able to demonstrate increasing margins as it tries to scale-up its operations.\nMeantime, the pivot to iHome also means that ZG now has significantly more macro-level risks as it will be increasingly dependent on the ups (now..) and downs (coming...) of the housing market.\nRisks\nThe risk of buying Zillow Group today is - in my opinion, a priced-to-near-perfection valuation level. I say \"near perfection\" because it was priced to perfection when I wrote my \"Take Profits\" article on ZG, and since it is down 30% since that piece was published, now I will simply call ZG a \"rich valuation\" proposition.\nThe goods news is that Zillow has a relatively strong balance sheet: it ended the quarter with $4.7 billion in cash (up from $3.9 billion at the end of 2020) after completing a $551 million stock offering during the quarter.\nThat compares to $2.259 billion in debt, which was down slightly from year-end. As a result, the company has an estimated $9.19/share in net cash based on the 265.5 million diluted shares outstanding at the end of Q1. And Zillow will likely need to keep a fair amount of cash in order to offset its higher risk profile due to direct exposure to the housing market. That is because history shows us the US housing market can change on-a-dime and could catch ZG holding a rather large inventory of homes.\nSummary & Conclusion\nWhile Zillow's Q1 report was certainly much improved on a sequential basis, the company's own Q2 guidance seems to be more indicative of the thesis I presented in my last article on the company. That is, the stock's valuation simply appears to be substantially out-of-whack in comparison to its demonstrated growth metrics. More shares, falling sequential adjusted EBITDA in Q2 despite a hot and highly appreciating housing market and ... well, I just cannot understand the current valuation level. As a result, I maintain the opinion from my previous article: I wouldn't be interested in ZG until it reached the ~$50/share level.\nI will end with a five-year price chart of ZG and note that my $50 target is roughly where the stock was prior to the pandemic. Certainly the EPS reports issues since that time do not justify the rapid and substantial increase in the shares to $200 ... or, even the current $110 level.\nData byYCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}