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2022-07-08
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Singapore Stock Market Tipped To Open In The Green
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2022-07-08
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US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease
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2022-07-06
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2022-07-06
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Fed Minutes Are Coming, Here Are 4 Things to Watch
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2022-07-04
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2022-07-04
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Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022
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2022-06-29
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2022-06-29
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Occidental Petroleum Stock Rallies Are Opportunities to Exit
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2022-06-29
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Alibaba: 5 Reasons To Buy, 2 Reasons To Sell
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2022-06-29
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Bitcoin's Next Headwind: Struggling Crypto Miners
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2022-06-25
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2022-06-25
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US STOCKS-Wall Street Mints Big Gains to End Strong Week
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2022-06-25
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What Wall Street Expects in the Second Half of 2022?
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2022-06-23
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Alibaba Gains An Upper Hand
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2022-06-23
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7 Deadbeat Stocks to Dump Now
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2022-06-23
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2022-06-14
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2022-06-14
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Hot Chinese ADRs Rebounded in Premarket Trading, With Alibaba and Pinduoduo Jumping Over 4%
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2022-06-14
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Got $1,000? 2 Top Growth Stocks to Buy That Could Double Your Money
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2022-06-13
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Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079716732","repostId":"1129147777","repostType":4,"repost":{"id":"1129147777","kind":"news","pubTimestamp":1657238782,"share":"https://ttm.financial/m/news/1129147777?lang=en_US&edition=fundamental","pubTime":"2022-07-08 08:06","market":"sg","language":"en","title":"Singapore Stock Market Tipped To Open In The Green","url":"https://stock-news.laohu8.com/highlight/detail?id=1129147777","media":"rtt news","summary":"The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 p","content":"<html><head></head><body><p>The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it's expected to find additional support on Friday.</p><p>The global forecast for the Asianmarketsis upbeat, with support expected from the oil and technology sectors. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.</p><p>The STI finished modestly higher on Thursday following gains from the financial shares, property stocks and industrial issues.</p><p>For the day, the index advanced 25.74 points or 0.83 percent to finish at the daily high of 3,129.40 after moving as low as 3,093.47. Volume was 1.2 billion shares worth 944.3 million Singapore dollars. There were 249 gainers and 201 decliners.</p><p>Among the actives, Ascendas REIT improved 0.70 percent, while CapitaLand Integrated Commercial Trust rallied 1.46 percent, CapitaLand Investment jumped 1.58 percent, City Developments surged 1.93 percent, Comfort DelGro strengthened 1.45 percent, DBS Group and Oversea-Chinese Banking Corporation both rose 0.53 percent, Genting Singapore climbed 1.39 percent, Hongkong Land lost 0.40 percent, Keppel Corp advanced 1.24 percent, Mapletree Logistics Trust increased 0.57 percent, SATS added 1.04 percent, SembCorp Industries gained 0.71 percent, Singapore Exchange was up 0.32 percent, Singapore Technologies Engineering spiked 1.74 percent, SingTel soared 1.92 percent, United Overseas Bank collected 0.11 percent, Wilmar International skyrocketed 3.24 percent, Yangzijiang Financial dropped 1.22 percent, Yangzijiang Shipbuilding tumbled 1.61 percent and Mapletree Commercial Trust, Mapletree Industrial Trust, Thai Beverage, Frasers Logistics and Keppel DC REIT were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened solidly higher on Thursday and stayed that way throughout the session.</p><p>The Dow spiked 346.87 points or 1.12 percent to finish at 31,384.55, while the NASDAQ surged 259.49 points or 2.28 percent to end at 11,621.35 and the S&P 500 jumped 57.54 points or 1.50 percent to close at 3,902.62.</p><p>The higher open on Wall Street came as traders continued to digest the minutes from the Federal Reserve's June meeting, which all but assured another significant rate hike in the Fed's bid to bring down inflation.</p><p>In economic news, the Commerce Department said the U.S. trade deficit narrowed less than expected in May, while the Labor Department reported that initial jobless claims rose more than expected.</p><p>The closely watched non-farm payroll report for June is due out from the Labor Department later today.</p><p>Crude oil futures settled higher on Thursday, regaining ground after two days of losses. Data showing a decline in gasoline supply last week, and the dollar's weakness supported oil prices. West Texas Intermediate Crude oil futures for August ended higher by $4.20 or 4.3 percent at $102.73 a barrel.</p></body></html>","source":"lsy1637539882596","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>Singapore Stock Market Tipped To Open In The Green</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\">\nSingapore Stock Market Tipped To Open In The Green\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 08:06 GMT+8 <a href=https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it'...</p>\n\n<a href=\"https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129147777","content_text":"The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it's expected to find additional support on Friday.The global forecast for the Asianmarketsis upbeat, with support expected from the oil and technology sectors. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.The STI finished modestly higher on Thursday following gains from the financial shares, property stocks and industrial issues.For the day, the index advanced 25.74 points or 0.83 percent to finish at the daily high of 3,129.40 after moving as low as 3,093.47. Volume was 1.2 billion shares worth 944.3 million Singapore dollars. There were 249 gainers and 201 decliners.Among the actives, Ascendas REIT improved 0.70 percent, while CapitaLand Integrated Commercial Trust rallied 1.46 percent, CapitaLand Investment jumped 1.58 percent, City Developments surged 1.93 percent, Comfort DelGro strengthened 1.45 percent, DBS Group and Oversea-Chinese Banking Corporation both rose 0.53 percent, Genting Singapore climbed 1.39 percent, Hongkong Land lost 0.40 percent, Keppel Corp advanced 1.24 percent, Mapletree Logistics Trust increased 0.57 percent, SATS added 1.04 percent, SembCorp Industries gained 0.71 percent, Singapore Exchange was up 0.32 percent, Singapore Technologies Engineering spiked 1.74 percent, SingTel soared 1.92 percent, United Overseas Bank collected 0.11 percent, Wilmar International skyrocketed 3.24 percent, Yangzijiang Financial dropped 1.22 percent, Yangzijiang Shipbuilding tumbled 1.61 percent and Mapletree Commercial Trust, Mapletree Industrial Trust, Thai Beverage, Frasers Logistics and Keppel DC REIT were unchanged.The lead from Wall Street is broadly positive as the major averages opened solidly higher on Thursday and stayed that way throughout the session.The Dow spiked 346.87 points or 1.12 percent to finish at 31,384.55, while the NASDAQ surged 259.49 points or 2.28 percent to end at 11,621.35 and the S&P 500 jumped 57.54 points or 1.50 percent to close at 3,902.62.The higher open on Wall Street came as traders continued to digest the minutes from the Federal Reserve's June meeting, which all but assured another significant rate hike in the Fed's bid to bring down inflation.In economic news, the Commerce Department said the U.S. trade deficit narrowed less than expected in May, while the Labor Department reported that initial jobless claims rose more than expected.The closely watched non-farm payroll report for June is due out from the Labor Department later today.Crude oil futures settled higher on Thursday, regaining ground after two days of losses. Data showing a decline in gasoline supply last week, and the dollar's weakness supported oil prices. West Texas Intermediate Crude oil futures for August ended higher by $4.20 or 4.3 percent at $102.73 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":6774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079716069,"gmtCreate":1657241318351,"gmtModify":1676535976630,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079716069","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=en_US&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4525":"远程办公概念","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4573":"虚拟现实","BK4561":"索罗斯持仓","DOG":"道指ETF-ProShares做空","UDOW":"三倍做多道指30ETF-ProShares","BK4554":"元宇宙及AR概念","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","SPY":"标普500ETF","BK4077":"互动媒体与服务","SDOW":"三倍做空道指30ETF-ProShares","BK4553":"喜马拉雅资本持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4576":"AR","BK4503":"景林资产持仓","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","BK4566":"资本集团","GOOG":"谷歌","GOOGL":"谷歌A","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4538":"云计算","TQQQ":"纳指三倍做多ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","OEX":"标普100","BK4507":"流媒体概念","DDM":"2倍做多道指ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"QID":0.6,".DJI":0.9,".IXIC":0.9,"UDOW":0.6,"SSO":0.6,"OEF":0.6,"DJX":0.6,"ESmain":0.6,"DDM":0.6,"DXD":0.6,"NQmain":0.6,"SDS":0.6,"OEX":0.6,"SH":0.6,"GOOGL":0.64,"UPRO":0.6,"GOOG":0.9,"IVV":0.6,"QQQ":0.6,"PSQ":0.6,"TQQQ":0.6,"SDOW":0.6,"DOG":0.6,"SPY":0.64,"SQQQ":0.6,"QLD":0.6,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079098754,"gmtCreate":1657117835778,"gmtModify":1676535952405,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079098754","repostId":"2249597532","repostType":4,"isVote":1,"tweetType":1,"viewCount":6780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079098673,"gmtCreate":1657117814592,"gmtModify":1676535952395,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079098673","repostId":"1151256214","repostType":4,"repost":{"id":"1151256214","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657099688,"share":"https://ttm.financial/m/news/1151256214?lang=en_US&edition=fundamental","pubTime":"2022-07-06 17:28","market":"us","language":"en","title":"Fed Minutes Are Coming, Here Are 4 Things to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1151256214","media":"Dow Jones","summary":"When the Federal Reserve releases minutes from its June 14-15 meeting today, investors will get a de","content":"<html><head></head><body><p>When the Federal Reserve releases minutes from its June 14-15 meeting today, investors will get a deeper look at the central bank’s latest deliberations and economic analysis.</p><p>Rationale behind the Fed’s 0.75-percentage-point rate hike in June, which was the biggest since 1994, has been well telegraphed. Heading into the policy-setting meeting, the consumer price index made a fresh 40-year high and a separate report showed an alarming increase in consumers’ longer-term inflation expectations. The latter data point has since been revised lower, but inflation expectations remain well above the Fed’s 2% target. Central bankers have revealed increased concern over elevated inflation expectations because inflation psychology can become a self-fulfilling prophecy as expectations of higher future prices prompt consumers to pull forward spending.</p><p>In his press conference and subsequent congressional testimony last month, Fed Chairman Jerome Powell stressed that fighting inflation is the central bank’s top priority, even at the expense of economic growth. Inflation is already hurting growth, and Powell has said he wants to cool demand—which exploded on account of simultaneous fiscal and monetary pandemic stimulus—to regain price stability.</p><p>Since the June meeting and Powell’s most recent public appearances, commodity prices have cooled, mortgage rates have risen, and markets have fallen as recession fears intensify. Given the dramatic pivot in market focus to near-term recession concerns, many of the discussions in the minutes to the June meeting may thus appear stale, economists at Deutsche Bank say. Still, there may be clues about how the Fed is thinking about the tradeoff between some economic pain and the need to bring inflation down over time, they say.</p><p>Here are a few places to look for clues—and how to interpret them.</p><h3>Super-sized hikes–one and done or more to come?</h3><p>The 0.75-percentage-point hike was only a remote possibility leading up to the June decision. Powell has said a subsequent increase of that magnitude wasn’t his base case, but Wall Street believes it is. Much will depend on the data before the July 26-27 meeting, with the June CPI coming out July 13. The Deutsche Bank economists say they are looking for hits around the thresholds needed to “downshift” the pace of hikes, noting that many Fed officials are signaling expectations for another “super-sized” 0.75-percentage-point increase this month.</p><p>At this point, traders are pricing in about an 83% chance of another three-quarter point hike in July, with a 78% probability of a 0.5% increase in September.</p><h3>Inflation talk</h3><p>Given that the three-quarter point hike was a surprise until just before the meeting, the June minutes should reflect the increased inflation concern that led to the more aggressive policy move, economists at Citi say. Coupled with language echoing Powell’s pledge to bring down inflation despite the negative consequences for growth, the minutes may read “hawkish” to a market that has become much more focused on downside growth risks since the June meeting, they say.</p><p>While signs of peaking inflation have emerged, such as falling copper prices and inventory warnings from retailers including Target (ticker: TGT) and Walmart (WMT), the former has mostly happened after the June Fed meeting and wouldn’t show up in the minutes. Neither the former or the latter is yet showing up in the economic data, and it remains to be seen whether wither would enough to cool overall inflation. Powell has said he needs to see “clear and convincing evidence” that inflation is coming down—the minutes could shed light on what might represent such evidence.</p><h3>Growth concerns</h3><p>With the latest rate decision came updated quarterly economic forecasts through 2024, as well as new longer-run estimates. In the June summary of economic projections, or SEP, Fed officials raised their expectations for the fed funds rate, downgraded their gross domestic product estimates, and raised their unemployment rate forecasts. That is as they lifted their near-term estimate for the core PCE, or the personal consumption expenditure index minus food and energy, while lowering their forecasts for the metric in 2023 and 2024 and reiterating their belief that inflation by that measure would then return to target.</p><p>Some economists say the latest SEP is still far too optimistic and doesn’t add up. How, for example, can inflation fall within striking distance of 2% next year with GDP still rising 1.7%? Since the release, Powell and other Fed officials have more directly articulated the difficulty in engineering a so-called soft landing, where the central bank sufficiently cools inflation without reversing growth.</p><h3>The next Powell pivot</h3><p>As Jim Reid of Deutsche Bank points out, we are only 31/2 months into this Fed hiking cycle and futures are already pricing in around 0.7 percentage point of interest-rate cuts in the year after the February 2023 meeting. That translates to a peak policy rate of about 3.39%.</p><p>As growth concerns pick up, with more economists now saying a recession is inevitable and some of them pulling forward their recession start-date call to this year from 2023, stocks are continuing to fall and investors are wondering what it will take for the Fed to shift its focus back to growth from inflation.</p><p>“When markets are in turmoil, investors always look at the Fed as the entity that can save the day,” says Roberto Perli, head of global policy at Piper Sandler. This time is no exception, he says, adding that client questioning is intensifying around whether markets have dropped enough, and recession fears are high enough, to induce a Fed pause or pivot.</p><p>This time is no exception: We regularly field many questions to the effect of, have the markets dropped enough to induce the Fed to pause or reverse course? Recently, with markets remaining volatile and talks of recession becoming widespread, this line of questioning intensified.</p><p>For now, Perli says the Fed isn’t close to pausing or changing course. The June minutes will probably reflect that sentiment. What happens beyond that is far less certain.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Minutes Are Coming, Here Are 4 Things 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\">\nFed Minutes Are Coming, Here Are 4 Things to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-06 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When the Federal Reserve releases minutes from its June 14-15 meeting today, investors will get a deeper look at the central bank’s latest deliberations and economic analysis.</p><p>Rationale behind the Fed’s 0.75-percentage-point rate hike in June, which was the biggest since 1994, has been well telegraphed. Heading into the policy-setting meeting, the consumer price index made a fresh 40-year high and a separate report showed an alarming increase in consumers’ longer-term inflation expectations. The latter data point has since been revised lower, but inflation expectations remain well above the Fed’s 2% target. Central bankers have revealed increased concern over elevated inflation expectations because inflation psychology can become a self-fulfilling prophecy as expectations of higher future prices prompt consumers to pull forward spending.</p><p>In his press conference and subsequent congressional testimony last month, Fed Chairman Jerome Powell stressed that fighting inflation is the central bank’s top priority, even at the expense of economic growth. Inflation is already hurting growth, and Powell has said he wants to cool demand—which exploded on account of simultaneous fiscal and monetary pandemic stimulus—to regain price stability.</p><p>Since the June meeting and Powell’s most recent public appearances, commodity prices have cooled, mortgage rates have risen, and markets have fallen as recession fears intensify. Given the dramatic pivot in market focus to near-term recession concerns, many of the discussions in the minutes to the June meeting may thus appear stale, economists at Deutsche Bank say. Still, there may be clues about how the Fed is thinking about the tradeoff between some economic pain and the need to bring inflation down over time, they say.</p><p>Here are a few places to look for clues—and how to interpret them.</p><h3>Super-sized hikes–one and done or more to come?</h3><p>The 0.75-percentage-point hike was only a remote possibility leading up to the June decision. Powell has said a subsequent increase of that magnitude wasn’t his base case, but Wall Street believes it is. Much will depend on the data before the July 26-27 meeting, with the June CPI coming out July 13. The Deutsche Bank economists say they are looking for hits around the thresholds needed to “downshift” the pace of hikes, noting that many Fed officials are signaling expectations for another “super-sized” 0.75-percentage-point increase this month.</p><p>At this point, traders are pricing in about an 83% chance of another three-quarter point hike in July, with a 78% probability of a 0.5% increase in September.</p><h3>Inflation talk</h3><p>Given that the three-quarter point hike was a surprise until just before the meeting, the June minutes should reflect the increased inflation concern that led to the more aggressive policy move, economists at Citi say. Coupled with language echoing Powell’s pledge to bring down inflation despite the negative consequences for growth, the minutes may read “hawkish” to a market that has become much more focused on downside growth risks since the June meeting, they say.</p><p>While signs of peaking inflation have emerged, such as falling copper prices and inventory warnings from retailers including Target (ticker: TGT) and Walmart (WMT), the former has mostly happened after the June Fed meeting and wouldn’t show up in the minutes. Neither the former or the latter is yet showing up in the economic data, and it remains to be seen whether wither would enough to cool overall inflation. Powell has said he needs to see “clear and convincing evidence” that inflation is coming down—the minutes could shed light on what might represent such evidence.</p><h3>Growth concerns</h3><p>With the latest rate decision came updated quarterly economic forecasts through 2024, as well as new longer-run estimates. In the June summary of economic projections, or SEP, Fed officials raised their expectations for the fed funds rate, downgraded their gross domestic product estimates, and raised their unemployment rate forecasts. That is as they lifted their near-term estimate for the core PCE, or the personal consumption expenditure index minus food and energy, while lowering their forecasts for the metric in 2023 and 2024 and reiterating their belief that inflation by that measure would then return to target.</p><p>Some economists say the latest SEP is still far too optimistic and doesn’t add up. How, for example, can inflation fall within striking distance of 2% next year with GDP still rising 1.7%? Since the release, Powell and other Fed officials have more directly articulated the difficulty in engineering a so-called soft landing, where the central bank sufficiently cools inflation without reversing growth.</p><h3>The next Powell pivot</h3><p>As Jim Reid of Deutsche Bank points out, we are only 31/2 months into this Fed hiking cycle and futures are already pricing in around 0.7 percentage point of interest-rate cuts in the year after the February 2023 meeting. That translates to a peak policy rate of about 3.39%.</p><p>As growth concerns pick up, with more economists now saying a recession is inevitable and some of them pulling forward their recession start-date call to this year from 2023, stocks are continuing to fall and investors are wondering what it will take for the Fed to shift its focus back to growth from inflation.</p><p>“When markets are in turmoil, investors always look at the Fed as the entity that can save the day,” says Roberto Perli, head of global policy at Piper Sandler. This time is no exception, he says, adding that client questioning is intensifying around whether markets have dropped enough, and recession fears are high enough, to induce a Fed pause or pivot.</p><p>This time is no exception: We regularly field many questions to the effect of, have the markets dropped enough to induce the Fed to pause or reverse course? Recently, with markets remaining volatile and talks of recession becoming widespread, this line of questioning intensified.</p><p>For now, Perli says the Fed isn’t close to pausing or changing course. The June minutes will probably reflect that sentiment. What happens beyond that is far less certain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151256214","content_text":"When the Federal Reserve releases minutes from its June 14-15 meeting today, investors will get a deeper look at the central bank’s latest deliberations and economic analysis.Rationale behind the Fed’s 0.75-percentage-point rate hike in June, which was the biggest since 1994, has been well telegraphed. Heading into the policy-setting meeting, the consumer price index made a fresh 40-year high and a separate report showed an alarming increase in consumers’ longer-term inflation expectations. The latter data point has since been revised lower, but inflation expectations remain well above the Fed’s 2% target. Central bankers have revealed increased concern over elevated inflation expectations because inflation psychology can become a self-fulfilling prophecy as expectations of higher future prices prompt consumers to pull forward spending.In his press conference and subsequent congressional testimony last month, Fed Chairman Jerome Powell stressed that fighting inflation is the central bank’s top priority, even at the expense of economic growth. Inflation is already hurting growth, and Powell has said he wants to cool demand—which exploded on account of simultaneous fiscal and monetary pandemic stimulus—to regain price stability.Since the June meeting and Powell’s most recent public appearances, commodity prices have cooled, mortgage rates have risen, and markets have fallen as recession fears intensify. Given the dramatic pivot in market focus to near-term recession concerns, many of the discussions in the minutes to the June meeting may thus appear stale, economists at Deutsche Bank say. Still, there may be clues about how the Fed is thinking about the tradeoff between some economic pain and the need to bring inflation down over time, they say.Here are a few places to look for clues—and how to interpret them.Super-sized hikes–one and done or more to come?The 0.75-percentage-point hike was only a remote possibility leading up to the June decision. Powell has said a subsequent increase of that magnitude wasn’t his base case, but Wall Street believes it is. Much will depend on the data before the July 26-27 meeting, with the June CPI coming out July 13. The Deutsche Bank economists say they are looking for hits around the thresholds needed to “downshift” the pace of hikes, noting that many Fed officials are signaling expectations for another “super-sized” 0.75-percentage-point increase this month.At this point, traders are pricing in about an 83% chance of another three-quarter point hike in July, with a 78% probability of a 0.5% increase in September.Inflation talkGiven that the three-quarter point hike was a surprise until just before the meeting, the June minutes should reflect the increased inflation concern that led to the more aggressive policy move, economists at Citi say. Coupled with language echoing Powell’s pledge to bring down inflation despite the negative consequences for growth, the minutes may read “hawkish” to a market that has become much more focused on downside growth risks since the June meeting, they say.While signs of peaking inflation have emerged, such as falling copper prices and inventory warnings from retailers including Target (ticker: TGT) and Walmart (WMT), the former has mostly happened after the June Fed meeting and wouldn’t show up in the minutes. Neither the former or the latter is yet showing up in the economic data, and it remains to be seen whether wither would enough to cool overall inflation. Powell has said he needs to see “clear and convincing evidence” that inflation is coming down—the minutes could shed light on what might represent such evidence.Growth concernsWith the latest rate decision came updated quarterly economic forecasts through 2024, as well as new longer-run estimates. In the June summary of economic projections, or SEP, Fed officials raised their expectations for the fed funds rate, downgraded their gross domestic product estimates, and raised their unemployment rate forecasts. That is as they lifted their near-term estimate for the core PCE, or the personal consumption expenditure index minus food and energy, while lowering their forecasts for the metric in 2023 and 2024 and reiterating their belief that inflation by that measure would then return to target.Some economists say the latest SEP is still far too optimistic and doesn’t add up. How, for example, can inflation fall within striking distance of 2% next year with GDP still rising 1.7%? Since the release, Powell and other Fed officials have more directly articulated the difficulty in engineering a so-called soft landing, where the central bank sufficiently cools inflation without reversing growth.The next Powell pivotAs Jim Reid of Deutsche Bank points out, we are only 31/2 months into this Fed hiking cycle and futures are already pricing in around 0.7 percentage point of interest-rate cuts in the year after the February 2023 meeting. That translates to a peak policy rate of about 3.39%.As growth concerns pick up, with more economists now saying a recession is inevitable and some of them pulling forward their recession start-date call to this year from 2023, stocks are continuing to fall and investors are wondering what it will take for the Fed to shift its focus back to growth from inflation.“When markets are in turmoil, investors always look at the Fed as the entity that can save the day,” says Roberto Perli, head of global policy at Piper Sandler. This time is no exception, he says, adding that client questioning is intensifying around whether markets have dropped enough, and recession fears are high enough, to induce a Fed pause or pivot.This time is no exception: We regularly field many questions to the effect of, have the markets dropped enough to induce the Fed to pause or reverse course? Recently, with markets remaining volatile and talks of recession becoming widespread, this line of questioning intensified.For now, Perli says the Fed isn’t close to pausing or changing course. The June minutes will probably reflect that sentiment. What happens beyond that is far less certain.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":7201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047283110,"gmtCreate":1656925718530,"gmtModify":1676535916895,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/087df935f141237e1af69b19ab4f022b","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047283110","isVote":1,"tweetType":1,"viewCount":4769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047283042,"gmtCreate":1656925646086,"gmtModify":1676535916887,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047283042","repostId":"1197506915","repostType":4,"repost":{"id":"1197506915","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656924111,"share":"https://ttm.financial/m/news/1197506915?lang=en_US&edition=fundamental","pubTime":"2022-07-04 16:41","market":"us","language":"en","title":"Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197506915","media":"Tiger Newspress","summary":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investmen","content":"<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening," Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support," economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war "has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance," the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-04 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening," Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support," economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war "has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance," the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","C":"花旗","DB":"德意志银行","WFC":"富国银行","JPM":"摩根大通","GS":"高盛","UBS":"瑞银","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197506915","content_text":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.Citi: Global Equities and Bonds May Make Modest Gains for the Rest of 2022The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.Goldman Sachs: It Sees 30% Chance of U.S. Recession Next YearIt forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.\"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,\" Goldman said.It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.\"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,\" economists at Goldman added.BofA: U.S. Economy Has 40% Chance of Being in Recession Next YearBofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.\"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up\"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.The spike in energy prices amid the Russia-Ukraine war \"has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,\" the economists wrote.Deutsche Bank: We Have 50% Likelihood of a Recession GloballyDeutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to RecessionIt reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and FragileIt anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”UBS: The Odds of a Hard Landing for the U.S. Economy Are RisingUBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.","news_type":1,"symbols_score_info":{"C":0.9,"BAC":0.9,"UBS":0.9,"WFC":0.9,"JPM":0.9,"MS":0.9,"GS":0.9,"DB":0.9}},"isVote":1,"tweetType":1,"viewCount":7386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042513194,"gmtCreate":1656496922118,"gmtModify":1676535840574,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/29f9568f613c97ca26acac497bd319ff","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042513194","isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042513084,"gmtCreate":1656496878148,"gmtModify":1676535840566,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"ok//<a href=\"https://laohu8.com/U/3578790486524477\">@hphoa</a>:Kk","listText":"ok//<a href=\"https://laohu8.com/U/3578790486524477\">@hphoa</a>:Kk","text":"ok//@hphoa:Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042513084","repostId":"1139905543","repostType":4,"repost":{"id":"1139905543","kind":"news","pubTimestamp":1656492150,"share":"https://ttm.financial/m/news/1139905543?lang=en_US&edition=fundamental","pubTime":"2022-06-29 16:42","market":"us","language":"en","title":"Occidental Petroleum Stock Rallies Are Opportunities to Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=1139905543","media":"investorplace","summary":"Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billi","content":"<div>\n<p>Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two ...</p>\n\n<a href=\"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/\">Source Link</a>\n\n</div>\n","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>Occidental Petroleum Stock Rallies Are Opportunities to Exit</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\">\nOccidental Petroleum Stock Rallies Are Opportunities to Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 16:42 GMT+8 <a href=https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two ...</p>\n\n<a href=\"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139905543","content_text":"Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two weeks, I’ve fielded a question often enough that it deserves its own write-up. This year, the oil trade has been extremely popular. And up until recently, it has been profitable for the bulls. But last week, their party suffered a serious setback. Occidental Petroleum(NYSE:OXY), for example, abruptly fell 25%.Today, I will answer the question if it is time to buy the dip in OXY stock. Spoiler alert; the answer is no. But this is nothing against the company itself. The rhetoric from the oil experts was too unanimous. As a result, expectations have risen to a near impossible level.TickerCompanyPriceOXYOccidental Petroleum Corporation$62.10The Buffet EffectEvery Sunday, I hold a weekly free webinar in which I review 150 charts by request. Over the last two weeks, the list had more oil stock questions than ever before. OXY is always at the top of the list, followed byExxon(NYSE:XOM) andChevron(NYSE:CVX). I can personally vouch for the quality of the latter two. And apparently, Mr. Warren Buffet’s team loves OXY stock. Regardless, my apprehension for owning the stock comes from the narrative.If it spikes, I am looking to re-short it, like I did in early June. There are warning signs of buyer exhaustion. I could not recently rally even on news thatMr. Buffet added to his position. Frankly, he is going against his mantra. Normally, he preaches being cautious when everyone is greedy. In this case, he is making everyone greedy because of his accumulation of it. The difference is that we cannot trade like a billionaire. His goal is not to profit from the stock price. He’s probably looking to own the company’s cash flow eventually.What is dangerous here is that not enough people are considering that the correction has just begun. There is a realistic technical scenario that places OXY stock near $45 per share. This would become a target if OXY stock falls below $54.30. The bulls will have a last chance effort at $51.70, but then it’s game over. The February rally was too violent and may have created a weak pocket that needs revisiting. I would not advise shorting it immediately. Wait until more ticks unfold this and next week.How I Will Trade OXY StockFrom a trading perspective, if OXY rekindles it upside trajectory, I would repurchase put options. That worked like a charm recently and it paid us seven times our investment. I have enough profits in pocket to brave another. I also did the same with XOM andUnited States Oil Fund(NYSEARCA:USO) stocks. The levels I would deem short-able are near $65, or even better near $70 per share.Once again, I’d like to point out that I don’t have much beef with the quality of the company. I’ve taken issue with the oil rhetoric, which was the cause for the immensely unreasonable rally. The OXY stock metrics are this good now only because of the higher commodity prices. This is not an explosion in production story. They last reported a huge$2.13 increase to income per share. However, production was only up 1.6% compared to last year’s. This is by definition a temporary situation, so it’s risky to assume it will persist.Experts would have us believe that demand for energy is exploding. But in reality,demand is still below pre-pandemic levels. In addition, all major car manufacturers have committed to killing fossil fuel projects. If that’s the case, then the demand curve is about to take a tumble. It’s not an opinion, but a mathematical fact. Add to this that environmental, social and governance investing is now crossing over from fad to global laws. Oil consumption is a dying theme, so rallies should be opportunities to exit stocks, not chase.","news_type":1,"symbols_score_info":{"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":5099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042519514,"gmtCreate":1656496861938,"gmtModify":1676535840558,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042519514","repostId":"2247335031","repostType":4,"repost":{"id":"2247335031","kind":"highlight","pubTimestamp":1656515616,"share":"https://ttm.financial/m/news/2247335031?lang=en_US&edition=fundamental","pubTime":"2022-06-29 23:13","market":"hk","language":"en","title":"Alibaba: 5 Reasons To Buy, 2 Reasons To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2247335031","media":"Seekingalpha","summary":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli","content":"<html><head></head><body><h2>Introduction</h2><p>Alibaba (NYSE:BABA) (OTCPK:BABAF) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.</p><p>After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.</p><h2>5 Reasons To Buy Alibaba</h2><ul><li><b>Solid Business Fundamentals</b></li></ul><p>In Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.</p><p></p><p><img src=\"https://static.tigerbbs.com/35f832b08e66d361bbb5c51f7355f977\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>In recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.</p><p></p><p><img src=\"https://static.tigerbbs.com/b4b8f7d033c114324988b2dc1f3407c8\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>With roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).</p><p></p><p><img src=\"https://static.tigerbbs.com/52a65cd79cb85db43d377e4030d3f406\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>According to Alibaba's Deputy CFO, Toby Xu -</p><blockquote>The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.</blockquote><p>I agree with Toby. Let's find out why.</p><ul><li><b>Dirt Cheap Valuations</b></li></ul><p>When I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).</p><p></p><p><img src=\"https://static.tigerbbs.com/97154790c41df6813966a9c0226a5d43\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Honestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).</p><ul><li><b>Improving Quant Factor Grades</b></li></ul><p>After the recent run-up in Alibaba's stock, its momentum factor grade has improved from "C-" to "B+". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.</p><p></p><p><img src=\"https://static.tigerbbs.com/8c7da606c3f053f0884d0de15d76984d\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Quant Rating</p><p>With profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.</p><ul><li><b>A Trend Reversal On The Technical Charts</b></li></ul><p>Alibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.</p><p></p><p><img src=\"https://static.tigerbbs.com/da230de0660c27b79cb293f0e3a75813\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>On 25th May 2022, I wrote the following:</p><blockquote>As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.</blockquote><p>Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).</p><ul><li><b>Signs of regulatory policy relaxation</b></li></ul><p>Over the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.</p><h2>2 Reasons To Sell Alibaba</h2><p>Considering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.</p><ul><li><b>Poor Macroeconomic Environment</b></li></ul><p>Like most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.</p><ul><li><b>Potential Delisting in the US</b></li></ul><p>While Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].</p><h2>Bottom Line</h2><p>Even after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a "Buy". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.</p><p><b>Key Takeaway:</b> I rate Alibaba a strong buy at $117.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: 5 Reasons To Buy, 2 Reasons To 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; 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\">\nAlibaba: 5 Reasons To Buy, 2 Reasons To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 23:13 GMT+8 <a href=https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-...</p>\n\n<a href=\"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247335031","content_text":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.5 Reasons To Buy AlibabaSolid Business FundamentalsIn Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.YChartsIn recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.YChartsWith roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).YChartsAccording to Alibaba's Deputy CFO, Toby Xu -The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.I agree with Toby. Let's find out why.Dirt Cheap ValuationsWhen I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).YChartsHonestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).Improving Quant Factor GradesAfter the recent run-up in Alibaba's stock, its momentum factor grade has improved from \"C-\" to \"B+\". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.Seeking Alpha Quant RatingWith profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.A Trend Reversal On The Technical ChartsAlibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.On 25th May 2022, I wrote the following:As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).Signs of regulatory policy relaxationOver the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.2 Reasons To Sell AlibabaConsidering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.Poor Macroeconomic EnvironmentLike most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.Potential Delisting in the USWhile Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].Bottom LineEven after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a \"Buy\". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.Key Takeaway: I rate Alibaba a strong buy at $117.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":5805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042519818,"gmtCreate":1656496828434,"gmtModify":1676535840558,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042519818","repostId":"2247096749","repostType":4,"repost":{"id":"2247096749","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1656496519,"share":"https://ttm.financial/m/news/2247096749?lang=en_US&edition=fundamental","pubTime":"2022-06-29 17:55","market":"us","language":"en","title":"Bitcoin's Next Headwind: Struggling Crypto Miners","url":"https://stock-news.laohu8.com/highlight/detail?id=2247096749","media":"Dow Jones","summary":"By Joe Light \n\n\n The plummeting price of Bitcoin could force crypto miners to sell the tokens to","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Joe Light \n</pre>\n<p>\n The plummeting price of Bitcoin could force crypto miners to sell the tokens to fund operations, further pressuring the digital currency. \n</p>\n<p>\n In good times, crypto mining firms and Bitcoin's price are locked in a virtuous cycle. \n</p>\n<p>\n The miners own giant warehouses filled with specialized equipment that keep Bitcoin transactions humming and are rewarded more Bitcoin for the work. Rising crypto prices mean the firms can sell fewer of those coins to stay afloat and invest more in the mining equipment, making the Bitcoin network overall more powerful. \n</p>\n<p>\n These aren't good times. \n</p>\n<p>\n Since the beginning of May, Bitcoin's price has been cut nearly in half to about $20,600. Shares of some miners have fared even worse. Marathon Digital Holdings (ticker: MARA) is down 63% since May 4, while Riot Blockchain <a href=\"https://laohu8.com/S/RIOT\">$(RIOT)$</a> has fallen 58% and Core Scientific <a href=\"https://laohu8.com/S/CORZ\">$(CORZ)$</a> has fallen about 70%. \n</p>\n<p>\n The miners are facing a trifecta of problems that can't be solved while the crypto markets stay in the doldrums. \n</p>\n<p>\n For one, the \"break-even\" Bitcoin price at which the companies still make money by running their server farms -- which seemed a distant worry when Bitcoin traded at $60,000 in November -- now looms large. Though some miners have lower costs, JPMorgan estimates that the average cost of production for a miner is about $15,000 per coin, just 27% below Bitcoin's current level. Some smaller miners, with higher costs, have likely already scaled back operations. \n</p>\n<p>\n Secondly, in the heady times of last year, some miners made significant expansion plans. Marathon Digital, for example, in May disclosed that its cash on hand had declined by $150 million to $118.5 million at the end of the first quarter, primarily because of investments in new mining activities. \n</p>\n<p>\n Which leads to the third issue -- one that has bad implications for the entire crypto market. The biggest Bitcoin miners, which have access to the capital markets, might find it hard to borrow money at reasonable rates or issue stock to keep funding operations. Smaller, private Bitcoin miners might not have access to the capital markets at all. That leaves selling Bitcoin, something that some miners have scrupulously avoided, as the best way of raising funds right now, and that could end up continuing to pressure Bitcoin's price. \n</p>\n<p>\n Analysts for Compass Point Research & Trading in a note on Tuesday said they expect Marathon to start selling its Bitcoin output, and maybe even coins from its balance sheet, to fund growth. A Marathon spokesman said the company has not sold any Bitcoin since October 2020. \"At the end of the day, Bitcoin is a liquid asset -- a tool -- that we produce with a fairly healthy margin, and one that we can leverage should we feel the need to do so,\" the spokesman said. \n</p>\n<p>\n Riot, the analysts noted, has already been selling coins since March. On the plus side, the analysts said they still see upside to many miners' stocks and have Buy ratings on Marathon and Riot. \n</p>\n<p>\n \"This offloading of bitcoins has likely already weighed on prices in May and June,\" wrote JPMorgan analysts in a note on Friday, adding that \"there is a risk that this pressure could continue.\" \n</p>\n<p>\n For now, at least, the companies critical to keeping Bitcoin's blockchain functioning might be the worst enemy of the token's price. \n</p>\n<p>\n Write to Joe Light at joe.light@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n June 29, 2022 08:34 ET (12:34 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","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>Bitcoin's Next Headwind: Struggling Crypto Miners</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\">\nBitcoin's Next Headwind: Struggling Crypto Miners\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-29 17:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Joe Light \n</pre>\n<p>\n The plummeting price of Bitcoin could force crypto miners to sell the tokens to fund operations, further pressuring the digital currency. \n</p>\n<p>\n In good times, crypto mining firms and Bitcoin's price are locked in a virtuous cycle. \n</p>\n<p>\n The miners own giant warehouses filled with specialized equipment that keep Bitcoin transactions humming and are rewarded more Bitcoin for the work. Rising crypto prices mean the firms can sell fewer of those coins to stay afloat and invest more in the mining equipment, making the Bitcoin network overall more powerful. \n</p>\n<p>\n These aren't good times. \n</p>\n<p>\n Since the beginning of May, Bitcoin's price has been cut nearly in half to about $20,600. Shares of some miners have fared even worse. Marathon Digital Holdings (ticker: MARA) is down 63% since May 4, while Riot Blockchain <a href=\"https://laohu8.com/S/RIOT\">$(RIOT)$</a> has fallen 58% and Core Scientific <a href=\"https://laohu8.com/S/CORZ\">$(CORZ)$</a> has fallen about 70%. \n</p>\n<p>\n The miners are facing a trifecta of problems that can't be solved while the crypto markets stay in the doldrums. \n</p>\n<p>\n For one, the \"break-even\" Bitcoin price at which the companies still make money by running their server farms -- which seemed a distant worry when Bitcoin traded at $60,000 in November -- now looms large. Though some miners have lower costs, JPMorgan estimates that the average cost of production for a miner is about $15,000 per coin, just 27% below Bitcoin's current level. Some smaller miners, with higher costs, have likely already scaled back operations. \n</p>\n<p>\n Secondly, in the heady times of last year, some miners made significant expansion plans. Marathon Digital, for example, in May disclosed that its cash on hand had declined by $150 million to $118.5 million at the end of the first quarter, primarily because of investments in new mining activities. \n</p>\n<p>\n Which leads to the third issue -- one that has bad implications for the entire crypto market. The biggest Bitcoin miners, which have access to the capital markets, might find it hard to borrow money at reasonable rates or issue stock to keep funding operations. Smaller, private Bitcoin miners might not have access to the capital markets at all. That leaves selling Bitcoin, something that some miners have scrupulously avoided, as the best way of raising funds right now, and that could end up continuing to pressure Bitcoin's price. \n</p>\n<p>\n Analysts for Compass Point Research & Trading in a note on Tuesday said they expect Marathon to start selling its Bitcoin output, and maybe even coins from its balance sheet, to fund growth. A Marathon spokesman said the company has not sold any Bitcoin since October 2020. \"At the end of the day, Bitcoin is a liquid asset -- a tool -- that we produce with a fairly healthy margin, and one that we can leverage should we feel the need to do so,\" the spokesman said. \n</p>\n<p>\n Riot, the analysts noted, has already been selling coins since March. On the plus side, the analysts said they still see upside to many miners' stocks and have Buy ratings on Marathon and Riot. \n</p>\n<p>\n \"This offloading of bitcoins has likely already weighed on prices in May and June,\" wrote JPMorgan analysts in a note on Friday, adding that \"there is a risk that this pressure could continue.\" \n</p>\n<p>\n For now, at least, the companies critical to keeping Bitcoin's blockchain functioning might be the worst enemy of the token's price. \n</p>\n<p>\n Write to Joe Light at joe.light@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n June 29, 2022 08:34 ET (12:34 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CORZ":"Core Scientific, Inc.","RIOT":"Riot Platforms","BK4116":"互联网服务与基础架构","BK4023":"应用软件","MARA":"MARA Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247096749","content_text":"By Joe Light \n\n\n The plummeting price of Bitcoin could force crypto miners to sell the tokens to fund operations, further pressuring the digital currency. \n\n\n In good times, crypto mining firms and Bitcoin's price are locked in a virtuous cycle. \n\n\n The miners own giant warehouses filled with specialized equipment that keep Bitcoin transactions humming and are rewarded more Bitcoin for the work. Rising crypto prices mean the firms can sell fewer of those coins to stay afloat and invest more in the mining equipment, making the Bitcoin network overall more powerful. \n\n\n These aren't good times. \n\n\n Since the beginning of May, Bitcoin's price has been cut nearly in half to about $20,600. Shares of some miners have fared even worse. Marathon Digital Holdings (ticker: MARA) is down 63% since May 4, while Riot Blockchain $(RIOT)$ has fallen 58% and Core Scientific $(CORZ)$ has fallen about 70%. \n\n\n The miners are facing a trifecta of problems that can't be solved while the crypto markets stay in the doldrums. \n\n\n For one, the \"break-even\" Bitcoin price at which the companies still make money by running their server farms -- which seemed a distant worry when Bitcoin traded at $60,000 in November -- now looms large. Though some miners have lower costs, JPMorgan estimates that the average cost of production for a miner is about $15,000 per coin, just 27% below Bitcoin's current level. Some smaller miners, with higher costs, have likely already scaled back operations. \n\n\n Secondly, in the heady times of last year, some miners made significant expansion plans. Marathon Digital, for example, in May disclosed that its cash on hand had declined by $150 million to $118.5 million at the end of the first quarter, primarily because of investments in new mining activities. \n\n\n Which leads to the third issue -- one that has bad implications for the entire crypto market. The biggest Bitcoin miners, which have access to the capital markets, might find it hard to borrow money at reasonable rates or issue stock to keep funding operations. Smaller, private Bitcoin miners might not have access to the capital markets at all. That leaves selling Bitcoin, something that some miners have scrupulously avoided, as the best way of raising funds right now, and that could end up continuing to pressure Bitcoin's price. \n\n\n Analysts for Compass Point Research & Trading in a note on Tuesday said they expect Marathon to start selling its Bitcoin output, and maybe even coins from its balance sheet, to fund growth. A Marathon spokesman said the company has not sold any Bitcoin since October 2020. \"At the end of the day, Bitcoin is a liquid asset -- a tool -- that we produce with a fairly healthy margin, and one that we can leverage should we feel the need to do so,\" the spokesman said. \n\n\n Riot, the analysts noted, has already been selling coins since March. On the plus side, the analysts said they still see upside to many miners' stocks and have Buy ratings on Marathon and Riot. \n\n\n \"This offloading of bitcoins has likely already weighed on prices in May and June,\" wrote JPMorgan analysts in a note on Friday, adding that \"there is a risk that this pressure could continue.\" \n\n\n For now, at least, the companies critical to keeping Bitcoin's blockchain functioning might be the worst enemy of the token's price. \n\n\n Write to Joe Light at joe.light@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n June 29, 2022 08:34 ET (12:34 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"CORZ":0.9,"MARA":0.9,"END":1,"RIOT":0.9}},"isVote":1,"tweetType":1,"viewCount":6841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048366791,"gmtCreate":1656142117413,"gmtModify":1676535776103,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/dd6aceeda81664e059ed672a37b084e8","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048366791","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048366259,"gmtCreate":1656142064171,"gmtModify":1676535776090,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048366259","repostId":"2246206606","repostType":4,"repost":{"id":"2246206606","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1656102857,"share":"https://ttm.financial/m/news/2246206606?lang=en_US&edition=fundamental","pubTime":"2022-06-25 04:34","market":"us","language":"en","title":"US STOCKS-Wall Street Mints Big Gains to End Strong Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2246206606","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes soared on Friday in a broad rally as signs of slowing economi","content":"<html><head></head><body><p>(Reuters) - Wall Street's main indexes soared on Friday in a broad rally as signs of slowing economic growth and a recent pullback in commodity prices tempered expectations for the Federal Reserve's rate-hike plans.</p><p>The S&P 500 rose over 3% for its biggest one-day percentage rise since May 2020. All 11 of the benchmark index's sectors ended at least 1.5% higher.</p><p>Stocks rebounded this week as financial markets have been roiled over worries that rapid rate hikes by the Fed to rein in 40-year-high inflation could cause a recession.</p><p>Still, investors have been gauging when the market might hit its bottom after the benchmark S&P 500 earlier this month recorded a 20% drop from its January closing peak, confirming the common definition of a bear market.</p><p>"Some of the moves, the sellers just get exhausted so you don’t have as much capital moving out," said Shawn Cruz, head trading strategist at TD Ameritrade.</p><p>"This might be a little bit of a relief rally," Cruz said. "But I think I would not encourage anyone to start going in with both hands at the moment, because we have seen this repeatedly where these things can reverse themselves pretty quickly."</p><p>The Dow Jones Industrial Average rose 823.32 points, or 2.68%, to 31,500.68, the S&P 500 gained 116.01 points, or 3.06%, to 3,911.74 and the Nasdaq Composite added 375.43 points, or 3.34%, to 11,607.62.</p><p>For the week, the S&P 500 rose 6.4%, the Dow added 5.4%, the Nasdaq gained 7.5%.</p><p>Volume surged towards the end of the session as the close of trading marked the completion of FTSE Russell's reconstitution of its indexes that are tracked by trillions of dollars in investor funds.</p><p>U.S. consumer sentiment fell to a record low in June, but Americans saw a marginal improvement in the outlook for inflation, a survey showed on Friday. Data on Thursday pointed to slowing U.S. business activity in June.</p><p>Helping ease inflation fears was a sharp drop in commodity prices this week. The Refinitiv/CoreCommodity Index, which measures prices for energy, agriculture, metals and other commodities, fell to a roughly two-month low on Thursday after hitting a multi-year peak earlier in June.</p><p>Fed funds futures traders are now pricing for the benchmark rate to rise to about 3.5% by March, down from expectations last week that it would increase to around 4%.</p><p>"The expectation of future rate hikes coming down is part of the equation that makes today’s equity market so strong," said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>Bank stocks rallied, with the S&P 500 banks index rising 3.7%, after the Fed's annual "stress test" exercise showed that the lenders have enough capital to weather a severe economic downturn.</p><p>In company news, FedEx Corp shares jumped 7.2% after the parcel delivery company issued a stronger-than-expected full-year profit forecast.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.66-to-1 ratio; on Nasdaq, a 2.15-to-1 ratio favored advancers.</p><p>The S&P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 34 new highs and 86 new lows.</p><p>More than 19 billion shares changed hands in U.S. exchanges, compared with the 12.9 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Mints Big Gains to End Strong 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\">\nUS STOCKS-Wall Street Mints Big Gains to End Strong Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-25 04:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street's main indexes soared on Friday in a broad rally as signs of slowing economic growth and a recent pullback in commodity prices tempered expectations for the Federal Reserve's rate-hike plans.</p><p>The S&P 500 rose over 3% for its biggest one-day percentage rise since May 2020. All 11 of the benchmark index's sectors ended at least 1.5% higher.</p><p>Stocks rebounded this week as financial markets have been roiled over worries that rapid rate hikes by the Fed to rein in 40-year-high inflation could cause a recession.</p><p>Still, investors have been gauging when the market might hit its bottom after the benchmark S&P 500 earlier this month recorded a 20% drop from its January closing peak, confirming the common definition of a bear market.</p><p>"Some of the moves, the sellers just get exhausted so you don’t have as much capital moving out," said Shawn Cruz, head trading strategist at TD Ameritrade.</p><p>"This might be a little bit of a relief rally," Cruz said. "But I think I would not encourage anyone to start going in with both hands at the moment, because we have seen this repeatedly where these things can reverse themselves pretty quickly."</p><p>The Dow Jones Industrial Average rose 823.32 points, or 2.68%, to 31,500.68, the S&P 500 gained 116.01 points, or 3.06%, to 3,911.74 and the Nasdaq Composite added 375.43 points, or 3.34%, to 11,607.62.</p><p>For the week, the S&P 500 rose 6.4%, the Dow added 5.4%, the Nasdaq gained 7.5%.</p><p>Volume surged towards the end of the session as the close of trading marked the completion of FTSE Russell's reconstitution of its indexes that are tracked by trillions of dollars in investor funds.</p><p>U.S. consumer sentiment fell to a record low in June, but Americans saw a marginal improvement in the outlook for inflation, a survey showed on Friday. Data on Thursday pointed to slowing U.S. business activity in June.</p><p>Helping ease inflation fears was a sharp drop in commodity prices this week. The Refinitiv/CoreCommodity Index, which measures prices for energy, agriculture, metals and other commodities, fell to a roughly two-month low on Thursday after hitting a multi-year peak earlier in June.</p><p>Fed funds futures traders are now pricing for the benchmark rate to rise to about 3.5% by March, down from expectations last week that it would increase to around 4%.</p><p>"The expectation of future rate hikes coming down is part of the equation that makes today’s equity market so strong," said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>Bank stocks rallied, with the S&P 500 banks index rising 3.7%, after the Fed's annual "stress test" exercise showed that the lenders have enough capital to weather a severe economic downturn.</p><p>In company news, FedEx Corp shares jumped 7.2% after the parcel delivery company issued a stronger-than-expected full-year profit forecast.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.66-to-1 ratio; on Nasdaq, a 2.15-to-1 ratio favored advancers.</p><p>The S&P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 34 new highs and 86 new lows.</p><p>More than 19 billion shares changed hands in U.S. exchanges, compared with the 12.9 billion daily average over the last 20 sessions.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246206606","content_text":"(Reuters) - Wall Street's main indexes soared on Friday in a broad rally as signs of slowing economic growth and a recent pullback in commodity prices tempered expectations for the Federal Reserve's rate-hike plans.The S&P 500 rose over 3% for its biggest one-day percentage rise since May 2020. All 11 of the benchmark index's sectors ended at least 1.5% higher.Stocks rebounded this week as financial markets have been roiled over worries that rapid rate hikes by the Fed to rein in 40-year-high inflation could cause a recession.Still, investors have been gauging when the market might hit its bottom after the benchmark S&P 500 earlier this month recorded a 20% drop from its January closing peak, confirming the common definition of a bear market.\"Some of the moves, the sellers just get exhausted so you don’t have as much capital moving out,\" said Shawn Cruz, head trading strategist at TD Ameritrade.\"This might be a little bit of a relief rally,\" Cruz said. \"But I think I would not encourage anyone to start going in with both hands at the moment, because we have seen this repeatedly where these things can reverse themselves pretty quickly.\"The Dow Jones Industrial Average rose 823.32 points, or 2.68%, to 31,500.68, the S&P 500 gained 116.01 points, or 3.06%, to 3,911.74 and the Nasdaq Composite added 375.43 points, or 3.34%, to 11,607.62.For the week, the S&P 500 rose 6.4%, the Dow added 5.4%, the Nasdaq gained 7.5%.Volume surged towards the end of the session as the close of trading marked the completion of FTSE Russell's reconstitution of its indexes that are tracked by trillions of dollars in investor funds.U.S. consumer sentiment fell to a record low in June, but Americans saw a marginal improvement in the outlook for inflation, a survey showed on Friday. Data on Thursday pointed to slowing U.S. business activity in June.Helping ease inflation fears was a sharp drop in commodity prices this week. The Refinitiv/CoreCommodity Index, which measures prices for energy, agriculture, metals and other commodities, fell to a roughly two-month low on Thursday after hitting a multi-year peak earlier in June.Fed funds futures traders are now pricing for the benchmark rate to rise to about 3.5% by March, down from expectations last week that it would increase to around 4%.\"The expectation of future rate hikes coming down is part of the equation that makes today’s equity market so strong,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.Bank stocks rallied, with the S&P 500 banks index rising 3.7%, after the Fed's annual \"stress test\" exercise showed that the lenders have enough capital to weather a severe economic downturn.In company news, FedEx Corp shares jumped 7.2% after the parcel delivery company issued a stronger-than-expected full-year profit forecast.Advancing issues outnumbered declining ones on the NYSE by a 4.66-to-1 ratio; on Nasdaq, a 2.15-to-1 ratio favored advancers.The S&P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 34 new highs and 86 new lows.More than 19 billion shares changed hands in U.S. exchanges, compared with the 12.9 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048366890,"gmtCreate":1656142021610,"gmtModify":1676535776082,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048366890","repostId":"2246375209","repostType":4,"repost":{"id":"2246375209","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1656115431,"share":"https://ttm.financial/m/news/2246375209?lang=en_US&edition=fundamental","pubTime":"2022-06-25 08:03","market":"us","language":"en","title":"What Wall Street Expects in the Second Half of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246375209","media":"Dow Jones","summary":"As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strate","content":"<html><head></head><body><p>As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.</p><p>Investment banks like JP Morgan Chase & Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.</p><p>That's largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.</p><p>Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.</p><p>Here are other highlights.</p><h3>Stagflation, reflation, soft landing or slump?</h3><p>The team at UBS divided their outlook into four scenarios: "stagflation," "reflation," "soft landing" or "slump," and outlined what the reaction in stocks and bonds could look like in each case.</p><p>Their best case scenario for stocks would be either a "soft landing" or "reflation," but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the "stagflation" scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.</p><p>Their worst case scenario for stocks would be the economic "slump," which would likely involve a recession that's severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b09a506a8b3c115174a93678658241\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBS</span></p><p>Mark Haefele, chief investment officer at UBS, said in the mid-year outlook that "there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios."</p><h3>Opportunity in investment grade bonds</h3><p>One of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.</p><p>How might investors hedge against this going forward? David Bailin, Citigroup's chief investment officer, shared some thoughts on this in "investing in the afterglow of a boom," Citi Global Wealth Investment's mid-year outlook.</p><p>As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.</p><p>"Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an 'antidote' to the 'cash thief,' given their higher yields," the team said.</p><p>The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.</p><p>The S&P 500 index closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average was off 13.3% and the Nasdaq Composite Index was 25.8% lower so far in 2022, according to FactSet data.</p><h3>Second-half rebound in stocks</h3><p>JP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank's equity strategists was hardly an exception.</p><p>Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81cca5ebedab5af10b811ce0897b98c4\" tg-width=\"700\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.</span></p><p>Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.</p><p>"...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Wall Street Expects in the Second Half of 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Wall Street Expects in the Second Half of 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-25 08:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.</p><p>Investment banks like JP Morgan Chase & Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.</p><p>That's largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.</p><p>Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.</p><p>Here are other highlights.</p><h3>Stagflation, reflation, soft landing or slump?</h3><p>The team at UBS divided their outlook into four scenarios: "stagflation," "reflation," "soft landing" or "slump," and outlined what the reaction in stocks and bonds could look like in each case.</p><p>Their best case scenario for stocks would be either a "soft landing" or "reflation," but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the "stagflation" scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.</p><p>Their worst case scenario for stocks would be the economic "slump," which would likely involve a recession that's severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b09a506a8b3c115174a93678658241\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBS</span></p><p>Mark Haefele, chief investment officer at UBS, said in the mid-year outlook that "there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios."</p><h3>Opportunity in investment grade bonds</h3><p>One of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.</p><p>How might investors hedge against this going forward? David Bailin, Citigroup's chief investment officer, shared some thoughts on this in "investing in the afterglow of a boom," Citi Global Wealth Investment's mid-year outlook.</p><p>As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.</p><p>"Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an 'antidote' to the 'cash thief,' given their higher yields," the team said.</p><p>The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.</p><p>The S&P 500 index closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average was off 13.3% and the Nasdaq Composite Index was 25.8% lower so far in 2022, according to FactSet data.</p><h3>Second-half rebound in stocks</h3><p>JP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank's equity strategists was hardly an exception.</p><p>Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81cca5ebedab5af10b811ce0897b98c4\" tg-width=\"700\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.</span></p><p>Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.</p><p>"...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BCS":"巴克莱银行","BK4534":"瑞士信贷持仓","USB":"美国合众银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4118":"综合性资本市场","BK4566":"资本集团","BK4521":"英国银行股","JPM":"摩根大通","BK4504":"桥水持仓","BK4559":"巴菲特持仓","LQD":"债券指数ETF-iShares iBoxx投资级公司债","BK4550":"红杉资本持仓","HYG":"债券指数ETF-iShares iBoxx高收益公司债","UBS":"瑞银","C":"花旗","JNK":"债券指数ETF-SPDR Barclays高收益债","BK4207":"综合性银行","BK4561":"索罗斯持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246375209","content_text":"As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.Investment banks like JP Morgan Chase & Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.That's largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.Here are other highlights.Stagflation, reflation, soft landing or slump?The team at UBS divided their outlook into four scenarios: \"stagflation,\" \"reflation,\" \"soft landing\" or \"slump,\" and outlined what the reaction in stocks and bonds could look like in each case.Their best case scenario for stocks would be either a \"soft landing\" or \"reflation,\" but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the \"stagflation\" scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.Their worst case scenario for stocks would be the economic \"slump,\" which would likely involve a recession that's severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBSMark Haefele, chief investment officer at UBS, said in the mid-year outlook that \"there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios.\"Opportunity in investment grade bondsOne of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.How might investors hedge against this going forward? David Bailin, Citigroup's chief investment officer, shared some thoughts on this in \"investing in the afterglow of a boom,\" Citi Global Wealth Investment's mid-year outlook.As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.\"Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an 'antidote' to the 'cash thief,' given their higher yields,\" the team said.The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.The S&P 500 index closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average was off 13.3% and the Nasdaq Composite Index was 25.8% lower so far in 2022, according to FactSet data.Second-half rebound in stocksJP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank's equity strategists was hardly an exception.Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.\"...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession.\"","news_type":1,"symbols_score_info":{"UBS":0.9,"HYG":0.9,"JNK":0.9,"C":0.9,"USB":0.9,"LQD":0.9,"BCS":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043726174,"gmtCreate":1655968773498,"gmtModify":1676535742363,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043726174","repostId":"1137080362","repostType":4,"repost":{"id":"1137080362","kind":"news","pubTimestamp":1655956043,"share":"https://ttm.financial/m/news/1137080362?lang=en_US&edition=fundamental","pubTime":"2022-06-23 11:47","market":"hk","language":"en","title":"Alibaba Gains An Upper Hand","url":"https://stock-news.laohu8.com/highlight/detail?id=1137080362","media":"Seeking Alpha","summary":"SummaryAlibaba’s chief rival JD.com is facing headwinds which should give Alibaba an edge over the l","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba’s chief rival JD.com is facing headwinds which should give Alibaba an edge over the long run.</li><li>Alibaba’s fundamental performance is much better than JD in terms of revenue, margins and economic moat.</li><li>Tencent has announced that it will divest its 17% stake in JD in order to prevent any antitrust issues and could also limit its operational partnership with JD.</li><li>International expansion by Alibaba should allow the company to weather any future regulatory issues in China.</li><li>Alibaba is trading at a massive discount in terms of forward PE ratio compared to JD which makes it a better bet among Chinese stocks.</li></ul><p>Alibaba (NYSE:BABA) has an upper hand over its chief rival JD.com (JD) despite the regulatory headwinds which the company had to face. Over the past few quarters, Alibaba has been reporting better growth and margins compared to JD. Alibaba's economic moat is also much stronger because of the different services offered by the company under a single platform. Tencent (OTCPK:TCEHY) has recently announced that it would be divesting its 17% stake in JD and distributing it to shareholders. After the divestment, Tencent's stake in JD will fall to only 2.3%.</p><p>Without Tencent's support, JD would need to invest more to gain customers and increase their loyalty. Alibaba is trading at 15 times the forward PE ratio compared to 36 for JD. Another major advantage for Alibaba is the rapid international expansion undertaken by the management. Even if Alibaba faces some regulatory issues in the home market, it could still show strong growth in cloud and international markets. This should allow Alibaba to weather any regulatory storm and gives it a better moat than JD making Alibaba stock a good long-term bet.</p><p><b>Alibaba at an advantage due to regulatory issues</b></p><p>For most of the last year, Alibaba saw its stock decline due to regulatory pressures. However, there are also some advantages to the new regulatory regime in China. Tencent is an arch-rival of Alibaba and has invested in JD, Pinduoduo (PDD), Meituan (OTCPK:MPNGF) (OTCPK:MPNGY), and other competitors of Alibaba. However, this could lead to antitrust issues against Tencent. In order to prevent this, Tencent has decided to divest its massive stake in JD and distribute it to the shareholders.</p><p>Tencent has over a billion users on its platform who use various services. JD had a close relationship with Tencent which helped it to gain access to this massive customer base. It is likely that the arrangement between Tencent and JD will change once the divestment is completed. This would be very important for Tencent if it wants to prevent big regulatory trouble in the near term.</p><p>Alibaba is going to gain from this because JD will not have the same partnership with Tencent as it had prior to the divestment. JD would now need to build a more comprehensive platform to compete with Alibaba which would require a lot of time and investment.</p><p><b>Fundamental performance of Alibaba</b></p><p>Despite the regulatory issues and the pandemic, Alibaba continues to deliver strong numbers in several categories. It has reported close to 30% growth in the delivery business. The cloud computing business is also performing very well. Alibaba's annualized revenue rate in the cloud business is over $12 billion which is quite high considering the fact that it still receives most of the revenue from China.</p><p><img src=\"https://static.tigerbbs.com/79b01e58499a8aa651a87d11ff3310ae\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p>Figure 1: Alibaba's performance in several categories has been quite strong. Source:Company Filings</p><p>We can see from the above image that Alibaba reported good YoY growth in delivery business, Cainiao, Direct sales and cloud business. This growth was despite the strong Covid lockdowns in several major cities in China. Although the overall revenue growth was in single digits, there are a number of growth drivers which can generate good business in the next few quarters.</p><p><b>International growth</b></p><p>The differentiating factor in the rivalry between Alibaba and JD will be the ability of these companies to expand internationally. International expansion not only provides an additional growth runway but also helps in diversifying the revenue base away from China. In this race, Alibaba is clearly in the lead. Alibaba's Lazada is already one of the key players in Southeast Asia. In this region, Alibaba is looking to build an e-commerce business with GMV of $100 billion. Along with this, Alibaba is expanding in other services like gaming, cloud, payments, delivery, and others in this region.</p><p>Alibaba is also quite ahead in Europe where it is building logistics to directly supply goods from China. It has a majority stake in Trendyol which is the leading e-commerce player in Turkey and is valued at $16 billion. It is unlikely that JD will be able to replicate Alibaba in terms of international presence. If the regulators continue to create issues in China, Alibaba will be in a better position to show Wall Street that it is still growing in other international markets.</p><p><b>Alibaba is very cheap</b></p><p>While Alibaba has better fundamental growth and international presence, the stock is trading at a massive discount to JD compared to their forward PE ratio. Alibaba's forward PE ratio is 15 while JD's forward PE ratio is 33.</p><p><img src=\"https://static.tigerbbs.com/9598bb6c3ea9ede149e88097888d36af\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Figure 2: Comparison of forward PE ratio of Alibaba and JD. Source: YCharts</p><p>If regulatory headwinds subside, Alibaba would be in a better position due to its economic moat, cloud services, and international presence. The withdrawal of Tencent's investment in JD and lack of a strong ecosystem like Alibaba would make it difficult for JD to deliver similar growth and margins in the near term.</p><p>It is likely that Alibaba will see lower competitive pressure from JD in the core commerce segment over the next few quarters due to Tencent's withdrawal. This should improve the margins for Alibaba and also improve the growth runway of the company in several categories. Alibaba stock is trading at a very low multiple which does not reflect the change in competitive environment within China. The new regulations have hurt Alibaba but they have also been a big challenge for Alibaba's rivals like JD, PDD and Tencent.</p><p>Alibaba can rely on businesses other than core e-commerce to deliver growth. These include cloud, delivery, international expansion, subscription, physical retail, and others. We could see a strong improvement in key metrics from the company over the next few quarters which should help in improving the sentiment towards the stock.</p><p><b>Investor takeaway</b></p><p>Alibaba is in a better position against JD despite the regulatory issues. There has also been some advantage of the new regulations as it could be one of the main factors behind Tencent's divestment of its JD stake. It is likely that Tencent will end up reducing the close operational relationship with JD in order to prevent any antitrust issues. Alibaba is expanding rapidly in Southeast Asia and Europe. This international expansion will shield the company against some of the regulatory headwinds in the future.</p><p>Despite these advantages, Alibaba stock is at a massive discount compared to JD. As the regulatory issues reduce over the next few quarters, we could see strong progress in Alibaba stock making it a good long-term bet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Gains An Upper Hand</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\">\nAlibaba Gains An Upper Hand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 11:47 GMT+8 <a href=https://seekingalpha.com/article/4519743-alibaba-gains-an-upper-hand?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A17><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba’s chief rival JD.com is facing headwinds which should give Alibaba an edge over the long run.Alibaba’s fundamental performance is much better than JD in terms of revenue, margins and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519743-alibaba-gains-an-upper-hand?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A17\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4519743-alibaba-gains-an-upper-hand?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A17","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137080362","content_text":"SummaryAlibaba’s chief rival JD.com is facing headwinds which should give Alibaba an edge over the long run.Alibaba’s fundamental performance is much better than JD in terms of revenue, margins and economic moat.Tencent has announced that it will divest its 17% stake in JD in order to prevent any antitrust issues and could also limit its operational partnership with JD.International expansion by Alibaba should allow the company to weather any future regulatory issues in China.Alibaba is trading at a massive discount in terms of forward PE ratio compared to JD which makes it a better bet among Chinese stocks.Alibaba (NYSE:BABA) has an upper hand over its chief rival JD.com (JD) despite the regulatory headwinds which the company had to face. Over the past few quarters, Alibaba has been reporting better growth and margins compared to JD. Alibaba's economic moat is also much stronger because of the different services offered by the company under a single platform. Tencent (OTCPK:TCEHY) has recently announced that it would be divesting its 17% stake in JD and distributing it to shareholders. After the divestment, Tencent's stake in JD will fall to only 2.3%.Without Tencent's support, JD would need to invest more to gain customers and increase their loyalty. Alibaba is trading at 15 times the forward PE ratio compared to 36 for JD. Another major advantage for Alibaba is the rapid international expansion undertaken by the management. Even if Alibaba faces some regulatory issues in the home market, it could still show strong growth in cloud and international markets. This should allow Alibaba to weather any regulatory storm and gives it a better moat than JD making Alibaba stock a good long-term bet.Alibaba at an advantage due to regulatory issuesFor most of the last year, Alibaba saw its stock decline due to regulatory pressures. However, there are also some advantages to the new regulatory regime in China. Tencent is an arch-rival of Alibaba and has invested in JD, Pinduoduo (PDD), Meituan (OTCPK:MPNGF) (OTCPK:MPNGY), and other competitors of Alibaba. However, this could lead to antitrust issues against Tencent. In order to prevent this, Tencent has decided to divest its massive stake in JD and distribute it to the shareholders.Tencent has over a billion users on its platform who use various services. JD had a close relationship with Tencent which helped it to gain access to this massive customer base. It is likely that the arrangement between Tencent and JD will change once the divestment is completed. This would be very important for Tencent if it wants to prevent big regulatory trouble in the near term.Alibaba is going to gain from this because JD will not have the same partnership with Tencent as it had prior to the divestment. JD would now need to build a more comprehensive platform to compete with Alibaba which would require a lot of time and investment.Fundamental performance of AlibabaDespite the regulatory issues and the pandemic, Alibaba continues to deliver strong numbers in several categories. It has reported close to 30% growth in the delivery business. The cloud computing business is also performing very well. Alibaba's annualized revenue rate in the cloud business is over $12 billion which is quite high considering the fact that it still receives most of the revenue from China.Company FilingsFigure 1: Alibaba's performance in several categories has been quite strong. Source:Company FilingsWe can see from the above image that Alibaba reported good YoY growth in delivery business, Cainiao, Direct sales and cloud business. This growth was despite the strong Covid lockdowns in several major cities in China. Although the overall revenue growth was in single digits, there are a number of growth drivers which can generate good business in the next few quarters.International growthThe differentiating factor in the rivalry between Alibaba and JD will be the ability of these companies to expand internationally. International expansion not only provides an additional growth runway but also helps in diversifying the revenue base away from China. In this race, Alibaba is clearly in the lead. Alibaba's Lazada is already one of the key players in Southeast Asia. In this region, Alibaba is looking to build an e-commerce business with GMV of $100 billion. Along with this, Alibaba is expanding in other services like gaming, cloud, payments, delivery, and others in this region.Alibaba is also quite ahead in Europe where it is building logistics to directly supply goods from China. It has a majority stake in Trendyol which is the leading e-commerce player in Turkey and is valued at $16 billion. It is unlikely that JD will be able to replicate Alibaba in terms of international presence. If the regulators continue to create issues in China, Alibaba will be in a better position to show Wall Street that it is still growing in other international markets.Alibaba is very cheapWhile Alibaba has better fundamental growth and international presence, the stock is trading at a massive discount to JD compared to their forward PE ratio. Alibaba's forward PE ratio is 15 while JD's forward PE ratio is 33.YChartsFigure 2: Comparison of forward PE ratio of Alibaba and JD. Source: YChartsIf regulatory headwinds subside, Alibaba would be in a better position due to its economic moat, cloud services, and international presence. The withdrawal of Tencent's investment in JD and lack of a strong ecosystem like Alibaba would make it difficult for JD to deliver similar growth and margins in the near term.It is likely that Alibaba will see lower competitive pressure from JD in the core commerce segment over the next few quarters due to Tencent's withdrawal. This should improve the margins for Alibaba and also improve the growth runway of the company in several categories. Alibaba stock is trading at a very low multiple which does not reflect the change in competitive environment within China. The new regulations have hurt Alibaba but they have also been a big challenge for Alibaba's rivals like JD, PDD and Tencent.Alibaba can rely on businesses other than core e-commerce to deliver growth. These include cloud, delivery, international expansion, subscription, physical retail, and others. We could see a strong improvement in key metrics from the company over the next few quarters which should help in improving the sentiment towards the stock.Investor takeawayAlibaba is in a better position against JD despite the regulatory issues. There has also been some advantage of the new regulations as it could be one of the main factors behind Tencent's divestment of its JD stake. It is likely that Tencent will end up reducing the close operational relationship with JD in order to prevent any antitrust issues. Alibaba is expanding rapidly in Southeast Asia and Europe. This international expansion will shield the company against some of the regulatory headwinds in the future.Despite these advantages, Alibaba stock is at a massive discount compared to JD. As the regulatory issues reduce over the next few quarters, we could see strong progress in Alibaba stock making it a good long-term bet.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043728748,"gmtCreate":1655968744985,"gmtModify":1676535742355,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043728748","repostId":"1108166120","repostType":4,"repost":{"id":"1108166120","kind":"news","pubTimestamp":1655956137,"share":"https://ttm.financial/m/news/1108166120?lang=en_US&edition=fundamental","pubTime":"2022-06-23 11:48","market":"us","language":"en","title":"7 Deadbeat Stocks to Dump Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108166120","media":"InvestorPlace","summary":"Selecting stocks to sell has become an urgent priority for those investors who want to cash out befo","content":"<div>\n<p>Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.Best Buy(BBY): The electronics retailer saw revenue decline for ...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/\">Source Link</a>\n\n</div>\n","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 Deadbeat Stocks to Dump 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; 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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 Deadbeat Stocks to Dump Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 11:48 GMT+8 <a href=https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.Best Buy(BBY): The electronics retailer saw revenue decline for ...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买","EBAY":"eBay","RBLX":"Roblox Corporation","NFLX":"奈飞","VLTA":"Volta","COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108166120","content_text":"Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.Best Buy(BBY): The electronics retailer saw revenue decline for the second straight quarter.Coinbase(COIN): Firing roughly one-fifth of its workforce to compensate for declining revenue.eBay(EBAY): Online marketplace business is shrinking at an accelerating rate, with sales volumes on its platform declining 20% in the first quarter.Netflix(NFLX): The streaming giant could lose two million more subscribers in the next quarter.Roblox(RBLX): Average bookings per daily active user declined 25.5% YOY in April.Volta(VLTA): Management has substantial doubts about the company's ability to continue for the next 12 months, given its financial position.Zendesk(ZEN): Lost investor confidence after rejecting a bid from a consortium of private equity firms for $16 billion.Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard. Investors are wary of further declines to come in this bear market. The benchmark S&P 500index is down around % year-to-date (YTD). Meanwhile, the sell-off in growth stocks led to a 30% decline in the Nasdaq 100 index so far in 2022.The U.S. Department of Commerce recently announced the first-quarter gross domestic product (GDP) declined at a 1.5% annual pace. David Folkerts-Landau, the chief economist at Deutsche Bank(NYSE:DB), forecasts a severe recession in the U.S. within the next two years. Last month, the chief economist at Moody’s (NYSE:MCO) also noted that recession risks have become “uncomfortably high.”Against this backdrop of an imminent recession, we have selected stocks recently downgraded by analysts forecasting restrained demand in their businesses. With that information, here are seven stocks to sell before they plunge further into the abyss.Stocks to Sell: Best Buy (BBY)52 week range: $67.66 – $141.97Best Buy (NYSE:BBY) is the largest pure-play consumer electronics retailer in the U.S., with $51.8 billion in fiscal 2022 sales. The retailer announced first-quarter FY23 results on May 24.Revenue decreased 8.5% year-over-year (YOY) to $10.65 billion. Non-GAAP earnings came in at $1.57 per diluted share, compared to $2.23 per diluted share a year ago. Cash and equivalents ended the period at $960 million.Wall Street was not pleased revenue declined for the second straight quarter due to increased promotional activity and rising supply chain expenses. Moreover, same-store sales fell 8% YOY, while inventories grew 9%, putting more pressure on the bottom line. Management forecasts comparable store sales to decline between 3% to 6% through 2022.In recent days, Best Buy got a downgrade from Bank of America(NYSE:BAC). So far in 2022, BBY stock has dropped over 30%to trade at 2-year lows. However, we should note that the dip in the stock price has lifted the dividend yield to an attractive4.9%.Coinbase Global (COIN)52-week range: $40.83 – $368.90Coinbase Global (NASDAQ:COIN) is one of the largest cryptocurrency exchanges in the world. Its platform has roughly 89 million verified users in over 100 countries.The brokerage released Q1 metrics on May 10. Revenue declined 27% YOY to $1.17 billion. Net loss came in at $1.98 per diluted share, compared to a net income of $3.05 per diluted share a year ago. Cash and equivalents ended the period at $6.1 billion.Coinbase is firing roughly one-fifth of its workforce to cut down costs, yet it may not be enough to compensate for declining revenue. While the cryptocurrency exchange still has significant cash on its balance sheet to absorb further losses, the company is expected to take more radical measures if the crypto meltdown deepens.On Nov. 9, 2021, Coinbase shares saw a record high of $368.90. But, recently, JPMorgan Chase(NYSE:JPM)downgradedCOIN stock, which has plunged 80% YTD.Stocks to Sell: eBay (EBAY)52-week range: $40.52 -$81.19eBay (NASDAQ:EBAY) is one of the largest e-commerce marketplaces worldwide, with $87 billion in 2021 gross merchandise volume (GMV). Its platform connects more than 147 million buyers and roughly 20 million sellers.The global commerce company reported Q1 results on May 4. Revenue decreased 6% YOY to $2.5 billion. Adjusted earnings came in at $1.05 per diluted share, down from $1.08 a year ago. Cash and equivalents ended the period at $6.3 billion.eBay’s business continues to shrink at an accelerated pace. Its buyer pool declined by 13%, and sales volumes on its platform fell 20% in the first quarter. As a result, management lowered its 2022 outlook, anticipating adjusted earnings between $3.90 and $4.11 per share.On June 10, Goldman Sachs(NYSE:GS)lowered its forecast for EBAY stock. So far in 2022, shares have lost over 36% to trade at 2-year lows.Netflix (NFLX)52-week range: $162.71 – $700.99Netflix (NASDAQ:NFLX) offers subscription-based entertainment services worldwide in 190 countries. The streaming giant issued Q1 financials on April 19.Revenue increased 9.8% YOY to $7.9 billion. Diluted earnings came in at $3.53 per share, down from $3.75 per share a year ago. Free cash flow stood at $802 million. Cash and equivalents ended the quarter at $6 billion.The platform faces increased competition while demand for streaming entertainment keeps falling. As a result, it lost 200,000 subscribers in the first quarter and could lose two million more in the second quarter. In addition, rivals are ramping up their content, forcing Netflix to keep its content expenditures at high levels.Since its Q1 earnings, Wall Street has issued numerous warnings about the future of NFLX stock. The latest downgrade came from Matthew Harrigan of Benchmark. Since January Netflix shares have tumbled over 70% YTD, trading around multi-year lows.Stocks to Sell: Roblox (RBLX)52-week range: $21.65 – $141.60Roblox (NYSE:RBLX) is known for its interactive entertainment platform. Developers can integrate digital games and user-generated experiences in immersive 3D worlds.Management announcedQ1 financials on May 10. Revenue increased 39% YOY to $537.1 million. Net loss came in at 27 cents per diluted share, down from 46 cents a year ago. Cash and equivalents ended the period at $3.13 billion.The slowdown in user engagement resulted in a decline in quarter-to-quarter revenue. In April, average bookings per daily active user declined 25.5% YOY.A decline in bookings typically leads to a slowdown in near-term revenue. Purchases of Robux, its in-game currency, are measured as bookings, which translate into revenue when players spend their Robux in its app.Investors have become increasingly concerned after the most recent downgrade by Goldman Sachs. RBLX stock has crashed75% YTD, trading close to its 52-week lows.Volta (VLTA)52-week range: $1.44 – 14.34Electric vehicle (EV) charging station operator Volta (NYSE:VLTA) has been trying to capitalize on the growth of alternative energies. Management partners with retailers to provide advertising on its charging stalls with large display monitors.On May 13, Volta released Q1 metrics. Revenue increased 77% YOY to $8.4 million, driven by a 73% increase in media revenue. However, net loss came in at 28 cents per diluted share, down from $4.15 a year ago. Cash and equivalents ended the period at $205.4 million.Management remarked that there is “substantial doubt” about the company’s ability to continue for the next 12 months, given its financial position. Moreover, the departure of its top-level executives adds further uncertainty to the company’s future.VLTA stock is facing the threat of delisting from the New York Stock Exchange, as it has been trading significantly below $4 per share since late March.In June, Cantor Fitzgerald downgraded Volta. So far in 2022, VLTA stock has plunged 80% to trade at 52-week lows.Stocks to Sell: Zendesk (ZEN)52-week range: $54.16 – 153.43Zendesk (NYSE:ZEN) provides a portfolio of customer engagement software solutions. The company reported Q1 results on April 28.Revenue increased 30% YOY to $388.3 million.Net income came in at 12 cents per diluted share, down from 18 cents a year ago. Cash and equivalents ended the period at $496.9 million.Wall Street has not been happy with the failed attempt to buy Momentive Global(NASDAQ:MNTV). Then came Zendesk’s recent rejection of an acquisition offer from a consortium of private equity firms for $16 billion. As a result, investor confidence has been shaken.Morgan Stanley(NYSE:MS) has recently downgraded ZEN stock, which is down 45% YTD. Shares are trading at multi-year lows.","news_type":1,"symbols_score_info":{"RBLX":0.9,"ZEN":0.9,"BBY":0.9,"COIN":0.9,"NFLX":0.9,"EBAY":0.9,"VLTA":0.9}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043728257,"gmtCreate":1655968671879,"gmtModify":1676535742355,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/db60fdb00bf780b76fe892426dac9eb3","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043728257","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052588082,"gmtCreate":1655195009946,"gmtModify":1676535579369,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/d8ffc7af0e1b3764bcf899fca9c8c4e8","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052588082","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052583438,"gmtCreate":1655194935224,"gmtModify":1676535579334,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052583438","repostId":"1173188541","repostType":4,"repost":{"id":"1173188541","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655194367,"share":"https://ttm.financial/m/news/1173188541?lang=en_US&edition=fundamental","pubTime":"2022-06-14 16:12","market":"us","language":"en","title":"Hot Chinese ADRs Rebounded in Premarket Trading, With Alibaba and Pinduoduo Jumping Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173188541","media":"Tiger Newspress","summary":"Hot Chinese ADRs rebounded in premarket trading, with Alibaba and Pinduoduo jumping over 4%.","content":"<html><head></head><body><p>Hot Chinese ADRs rebounded in premarket trading, with Alibaba and Pinduoduo jumping over 4%.<img src=\"https://static.tigerbbs.com/bb7c78fc043b532009bd0ccd06fb4d4f\" tg-width=\"315\" tg-height=\"471\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Rebounded in Premarket Trading, With Alibaba and Pinduoduo Jumping Over 4%</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\">\nHot Chinese ADRs Rebounded in Premarket Trading, With Alibaba and Pinduoduo Jumping Over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-14 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rebounded in premarket trading, with Alibaba and Pinduoduo jumping over 4%.<img src=\"https://static.tigerbbs.com/bb7c78fc043b532009bd0ccd06fb4d4f\" tg-width=\"315\" tg-height=\"471\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173188541","content_text":"Hot Chinese ADRs rebounded in premarket trading, with Alibaba and Pinduoduo jumping over 4%.","news_type":1,"symbols_score_info":{"PDD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052583197,"gmtCreate":1655194902219,"gmtModify":1676535579342,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052583197","repostId":"2243510636","repostType":4,"repost":{"id":"2243510636","kind":"highlight","pubTimestamp":1655193602,"share":"https://ttm.financial/m/news/2243510636?lang=en_US&edition=fundamental","pubTime":"2022-06-14 16:00","market":"us","language":"en","title":"Got $1,000? 2 Top Growth Stocks to Buy That Could Double Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2243510636","media":"Motley Fool","summary":"These beaten-down stocks could turn out to be big winners in the long run.","content":"<div>\n<p>The sharp sell-off in technology stocks this year means investors can get their hands on fast-growing companies at relatively attractive valuations. And they may not want to miss this opportunity, as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/13/top-growth-stocks-to-buy-could-double-money/\">Source Link</a>\n\n</div>\n","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>Got $1,000? 2 Top Growth Stocks to Buy That Could Double Your 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\">\nGot $1,000? 2 Top Growth Stocks to Buy That Could Double Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 16:00 GMT+8 <a href=https://www.fool.com/investing/2022/06/13/top-growth-stocks-to-buy-could-double-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The sharp sell-off in technology stocks this year means investors can get their hands on fast-growing companies at relatively attractive valuations. And they may not want to miss this opportunity, as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/13/top-growth-stocks-to-buy-could-double-money/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","QCOM":"高通"},"source_url":"https://www.fool.com/investing/2022/06/13/top-growth-stocks-to-buy-could-double-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243510636","content_text":"The sharp sell-off in technology stocks this year means investors can get their hands on fast-growing companies at relatively attractive valuations. And they may not want to miss this opportunity, as some of the names in this sector will play key roles in shaping our future.Qualcomm and Zoom Video Communications are among the popular tech stocks that have pulled back significantly in 2022. Qualcomm stock has slipped 27% this year, while Zoom has lost a whopping 40% of its value.However, a closer look at their prospects indicates Qualcomm and Zoom could come out of their slump and become big winners in the long run. Considering the markets they serve, it won't be surprising to see them double investors' money over the next five years. Let's look at the reasons why putting $1,000 into these companies could turn out to be a smart long-term move.1. QualcommQualcomm is synonymous with smartphones as the company's Snapdragon processors power a huge chunk of devices across the globe. Counterpoint Research estimates Qualcomm finished 2021 with 30% of the global smartphone application processor market share, up from 23% at the end of 2020. The company is benefiting from the adoption of 5G smartphones and has cornered a 76% share of the market for 5G baseband modems.This healthy market share bodes well for Qualcomm. That's because the demand for 5G mmWave chipsets is expected to grow at an annual pace of 37% through 2026, pointing toward increased sales of baseband modems and front-end modules Qualcomm sells. Now, the handset business produced $6.3 billion in revenue for Qualcomm in the second quarter of fiscal 2022 (which ended March 27), growing 56% year over year.Specifically, smartphones accounted for 57% of its top line, meaning the huge 5G baseband opportunity should lead to robust long-term growth in the handset business. The good part is Qualcomm is also gaining traction in other fast-growing verticals such as automotive and the Internet of Things (IoT).The chip giant's automotive revenue in Q2 was up 41% year over year to $339 million. While that may be a small portion of Qualcomm's overall revenue of $11.1 billion, it could explode big time in the future. Qualcomm is sitting on a design win pipeline worth $16 billion. A design win means Qualcomm's chips have been selected for use in vehicles or other automotive platforms and that the company will start generating revenue from them once they move into actual production.The IoT business presents another budding opportunity for Qualcomm as the segment's revenue in Q2 increased 61% year over year to $1.7 billion. The chipmaker is addressing several IoT categories -- from smart cities and cameras to smart homes and robotics -- through its IoT offerings, providing customers with end-to-end offerings that enable them to quickly deploy their networks.With the global IoT market set to clock 22% annual growth through 2027, this is another fast-growing area that could supercharge Qualcomm. As such, Qualcomm could turn out to be a top semiconductor stock that could double investors' money, and at 14 times trailing earnings, it can be bought on the cheap right now since it is available at a nice discount to the Nasdaq-100's multiple of 26.5.2. Zoom Video CommunicationsZoom Video Communications' pandemic-driven sales surge may be over, but the stock's massive drop and recent results make it an enticing buy right now.Zoom stock is down 68% in the past year, which has brought down its sales multiple to eight and earnings multiple to 26. That's a big discount compared to the company's heydays in 2019 and 2020 when it used to trade at sharply inflated multiples.ZM PE Ratio data by YCharts.Buying Zoom at its beaten-down valuation looks like a no-brainer as the company is showing signs that it could sustain a nice pace of growth in the long run. The company released its fiscal 2023 first-quarter results on May 23, reporting a 12% year-over-year increase in revenue to $1.07 billion. Zoom's growth was driven by a mix of higher customer spending and increased customer count.For instance, the number of Zoom customers contributing more than $100,000 in trailing-12-month revenue increased 46% year over year in Q1 to 2,916. The company also reported nearly 199,000 enterprise customers last quarter, which was a 24% increase over the prior-year period.More importantly, Zoom is going after the conversational artificial intelligence (AI) market, which it believes could be worth $18 billion by 2026. Conversational AI refers to technologies like interactive voice systems or chatbots that can help humans interact with computers through text and/or speech. In simpler words, conversational AI is the foundation of the fast-growing cloud-based contact center market, which is dominated by the likes of Twilio.Zoom has shored up its presence in this space with the acquisition of Solvvy, which it announced last month and is expected to close this quarter. It is worth noting that Zoom had entered the contact center market only in February this year, launching the service in the U.S. and Canada. The company aims to expand the availability of its contact center to international markets later this year, and the acquisition of an AI specialist such as Solvvy to strengthen its contact center offerings looks like the right thing to do as it goes after a multibillion-dollar opportunity.As such, it won't be surprising to see Zoom's earnings increasing at a faster pace than Wall Street's expectations of 13.6% annual growth for the next five years. That could translate into a nice upside and help Zoom stock outpace the broader market in the future.","news_type":1,"symbols_score_info":{"QCOM":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052922616,"gmtCreate":1655112527835,"gmtModify":1676535563885,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/266d119f40d19cbd3a486683dba73acc","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052922616","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9001249765,"gmtCreate":1641261539594,"gmtModify":1676533590284,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. 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