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ccwak

ccwak

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2021-08-14

Magical

Dow, S&P close at records as Disney offsets drop in sentiment

2022-01-28

Amazing

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2021-06-30

Great

Tech stocks propel S&P 500, Nasdaq to fresh highs

2021-06-27

No business fundamentals

GameStop Joined the Russell 1000. The Move Might Hurt the Stock.

2021-08-15

Buy all?

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-07-17

Nice

Don't Fear A Stock Market Crash

2021-07-04

Cyber companies will thrive

Can Biden really protect Americans from the next crippling cyber attack?

2021-07-19

Be wary when others are greedy

Record Stock Rally Ignores Wall Street’s Phobia About Optimism

2022-02-21

Fierce

PCE Inflation, Consumer Confidence: What to Know This Week

2021-08-31

Often the forgotten tiger

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2021-07-16

Oil will rise

Earnings results ahead may reignite a rally in cyclical stocks linked to the economy

2021-06-26

Great!

S&P 500 climbs to another record led by bank shares, notches its best week since February

2022-09-07

Great

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2022-07-16

Ok

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2022-04-04

$Starbucks(SBUX)$This it's it

2021-07-03

Good

Suze Orman worries about a market crash — here's what you should do

2021-08-03

Great

Sorry, the original content has been removed

2021-08-01

Looking forward to it

Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow

2021-07-14

Great

China lowers yuan midpoint to 3-week low; CFETS basket index at highest since 2016

Go to Tiger App to see more news

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Inc.(FB)$Wow","images":[{"img":"https://community-static.tradeup.com/news/58c3fac6f077ac4625ac300f46945cc4","width":"1125","height":"2085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936375801","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9938384895,"gmtCreate":1662560863418,"gmtModify":1676537088382,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938384895","repostId":"1192523766","repostType":4,"repost":{"id":"1192523766","kind":"news","pubTimestamp":1662560733,"share":"https://ttm.financial/m/news/1192523766?lang=&edition=fundamental","pubTime":"2022-09-07 22:25","market":"us","language":"en","title":"This Analyst Says It’s Time to Reassess FAANG Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1192523766","media":"TipRanks","summary":"Story HighlightsFAANG should be upgraded to MATANA stocks, says Principal Analyst and the Founder of","content":"<div>\n<p>Story HighlightsFAANG should be upgraded to MATANA stocks, says Principal Analyst and the Founder of Constellation Research, Ray Wang. However, TipRanks’ data shows only two of the six MATANA stocks ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/this-analyst-says-its-time-to-reassess-faang-stocks\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Analyst Says It’s Time to Reassess FAANG Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Analyst Says It’s Time to Reassess FAANG Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 22:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/this-analyst-says-its-time-to-reassess-faang-stocks><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsFAANG should be upgraded to MATANA stocks, says Principal Analyst and the Founder of Constellation Research, Ray Wang. However, TipRanks’ data shows only two of the six MATANA stocks ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/this-analyst-says-its-time-to-reassess-faang-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达","GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.tipranks.com/news/article/this-analyst-says-its-time-to-reassess-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192523766","content_text":"Story HighlightsFAANG should be upgraded to MATANA stocks, says Principal Analyst and the Founder of Constellation Research, Ray Wang. However, TipRanks’ data shows only two of the six MATANA stocks have strong potential to outperform the market.The new face of big tech stocks should be MATANA and not FAANG, said Principal Analyst and the Founder of Constellation Research, Ray Wang, in a video interview with Yahoo Finance Live. MATANA is the abbreviation of Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Tesla (NASDAQ:TSLA), Amazon (NASDAQ:AMN), Nvidia (NASDAQ:NVDA), and Alphabet (formerly Google) (NASDAQ:GOOGL). TipRanks’ data shows that Wall Street analysts maintain a bullish outlook on the shares of these tech giants. However, only two stocks (MSFT and AAPL) have an Outperform Smart Score.Now, let’s examine why Wang’s recommendation holds ground in the current market dynamics.Why MATANA?For years, the FAANG fraternity represented big tech players that included Meta Platforms (earlier Facebook) (NASDAQ:META), Apple, Amazon, Netflix (NASDAQ:NFLX), and Google. Wang suggests dropping Meta Platforms and Netflix from the list and adding Microsoft, Tesla, and Nvidia to the group.The analyst’s comments have come amid the underperformance of these mega-cap stocks in 2022. Not only this, the fact that Netflix and Meta are struggling more than the others to stay relevant to their stakeholders may have somewhat shaken Wang’s trust, triggering his suggestion to drop them from the FAANG list.Notably, heightened competition is taking its toll on Netflix’s and Meta’s businesses. Further, the pullback in ad spending and regulatory concerns (primarily for Meta) remains a drag.The graph shows that analysts maintain a Strong Buy rating consensus on AAPL, MSFT, AMZN, and GOOGL stocks. However, they are cautiously optimistic about TSLA and NVDA. Further, barring Apple and Microsoft (with a Smart Score of ‘Perfect 10’), the other four stocks sport a Neutral Smart Score on TipRanks, implying they could perform in line with the broader market.Bottom LineMacro headwinds impacting consumer and enterprise spending and supply-chain shortages could continue to hurt the prospects of these tech giants. However, analysts’ favorable outlook indicates that the fundamentals of the MATANA stocks remain intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938385265,"gmtCreate":1662560746957,"gmtModify":1676537088335,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>Best","listText":"<a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>Best","text":"$Wal-Mart(WMT)$Best","images":[{"img":"https://community-static.tradeup.com/news/97eac82d681c52950cbf947745917054","width":"1125","height":"2085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938385265","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075689583,"gmtCreate":1658191827842,"gmtModify":1676536119571,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"God bless&nbsp;<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>","listText":"God bless&nbsp;<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>","text":"God bless $iShares MSCI EM ESG Optimized ETF(ESGE)$","images":[{"img":"https://community-static.tradeup.com/news/e180953b373c7315214fd302aa73ddf9","width":"1125","height":"2085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075689583","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075680122,"gmtCreate":1658191749266,"gmtModify":1676536119537,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"God bless&nbsp;<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>","listText":"God bless&nbsp;<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>","text":"God bless $SPDR Gold Shares(GLD)$","images":[{"img":"https://community-static.tradeup.com/news/4d5a6ce1cf0b87b428cc9f67e77bfd33","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075680122","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075615228,"gmtCreate":1658191557264,"gmtModify":1676536119475,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075615228","repostId":"9075635289","repostType":1,"repost":{"id":9075635289,"gmtCreate":1658190803941,"gmtModify":1676536119247,"author":{"id":"3558171187416471","authorId":"3558171187416471","name":"Mexicools","avatar":"https://community-static.tradeup.com/news/7156dcba8e42ec3a499bfad941a1a1ab","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558171187416471","authorIdStr":"3558171187416471"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00517\">$COSCO SHIP INTL(00517)$</a>Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","listText":"<a href=\"https://ttm.financial/S/00517\">$COSCO SHIP INTL(00517)$</a>Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","text":"$COSCO SHIP INTL(00517)$Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075635289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075612275,"gmtCreate":1658191469897,"gmtModify":1676536119444,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075612275","repostId":"9075635289","repostType":1,"repost":{"id":9075635289,"gmtCreate":1658190803941,"gmtModify":1676536119247,"author":{"id":"3558171187416471","authorId":"3558171187416471","name":"Mexicools","avatar":"https://community-static.tradeup.com/news/7156dcba8e42ec3a499bfad941a1a1ab","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558171187416471","authorIdStr":"3558171187416471"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00517\">$COSCO SHIP INTL(00517)$</a>Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","listText":"<a href=\"https://ttm.financial/S/00517\">$COSCO SHIP INTL(00517)$</a>Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","text":"$COSCO SHIP INTL(00517)$Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%.The fair value is estimated to be HK$2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Revenue has declined by 27% over the last 3 years. Earnings per share has grown by 6.8%.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075635289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072725320,"gmtCreate":1658104254060,"gmtModify":1676536105534,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a>Come back up","listText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a>Come back up","text":"$NetEase(NTES)$Come back up","images":[{"img":"https://community-static.tradeup.com/news/5bbcd3f4633d418d1d284f070bcde356","width":"1125","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072725320","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072722591,"gmtCreate":1658104207413,"gmtModify":1676536105460,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VWO\">$Vanguard FTSE Emerging Markets ETF(VWO)$</a>Bless this","listText":"<a href=\"https://ttm.financial/S/VWO\">$Vanguard FTSE Emerging Markets ETF(VWO)$</a>Bless this","text":"$Vanguard FTSE Emerging Markets ETF(VWO)$Bless this","images":[{"img":"https://community-static.tradeup.com/news/a9817278cd25bee3023dde0a31e16a7b","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072722591","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072259807,"gmtCreate":1658044278309,"gmtModify":1676536098262,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>God&nbsp;Bless my holdings&nbsp;","listText":"<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>God&nbsp;Bless my holdings&nbsp;","text":"$SPDR Gold Shares(GLD)$God Bless my holdings","images":[{"img":"https://community-static.tradeup.com/news/24cb4e1b50cd2584de86fc9c7d2cbd0d","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072259807","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072250643,"gmtCreate":1658044186182,"gmtModify":1676536098239,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a>Great","listText":"<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a>Great","text":"$Visa(V)$Great","images":[{"img":"https://community-static.tradeup.com/news/863884669711d07cefff8816f3b768f3","width":"1125","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072250643","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072984997,"gmtCreate":1657939362819,"gmtModify":1676536085422,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>Life","listText":"<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>Life","text":"$iShares MSCI EM ESG Optimized ETF(ESGE)$Life","images":[{"img":"https://community-static.tradeup.com/news/1f4131580c95ea17b323a2b9a0fb77c1","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072984997","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072982756,"gmtCreate":1657939248575,"gmtModify":1676536085392,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072982756","repostId":"1198433593","repostType":4,"repost":{"id":"1198433593","kind":"news","pubTimestamp":1657932409,"share":"https://ttm.financial/m/news/1198433593?lang=&edition=fundamental","pubTime":"2022-07-16 08:46","market":"us","language":"en","title":"Should You Buy GOOG on Monday After Its Big Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198433593","media":"investorplace","summary":"You will see that Monday morning with shares ofAlphabet.But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/cdb45c167e367ede602e740013e84dde\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We’ve talked about how some great stocks are on sale right now.</p><p>Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?</p><p>You will see that Monday morning with shares of <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>).</p><p>But don’t get too excited. In this case, $113 = $2,260.</p><p>That’s impossible, of course. So what’s going on?</p><p>GOOG shares are splitting 20:1. After Friday’s close, every single GOOG share gets divided into 20 shares. There will now be 20X more shares on the market, but the price per share be 1/20th of what it used to be.</p><p>This is not some once-in-a-lifetime bargain to jump on.</p><p>However, interesting things can and do happen around stock splits. So in today’s <i>Market360</i>, let’s look at whether this particular split is a buying opportunity.</p><h2>Why Would GOOG Split?</h2><p>This is the second time in six weeks that a $2,000 stock has split 20-to-1.</p><p><b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) closed at $2,447 on Friday, June 3. On Monday, June 6, it opened $125.25 after the split. Perhaps not coincidentally, the stock hit its highest price that day since the end of April. As of this writing, it is down about 10% since then.</p><p><img src=\"https://static.tigerbbs.com/c0f064946217768fa441a97fbd220a27\" tg-width=\"624\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>If it feels like you’ve been hearing a lot about stock splits, that’s not because the number of splits has gone up. It’s because big and well-known stocks are doing the splitting.</p><p>In the last two years, Amazon,<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>),<b>NVIDIA</b> (NASDAQ:<b><u>NVDA</u></b>), and<b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) have all split. Tesla has another one in the works — a proposed 3-for-1 split shareholders will vote on at the company’s annual meeting Aug. 4. And one of the crazy meme stocks,<b>GameStop</b>(NYSE:<b><u>GME</u></b>), will split 4-for-1 next Friday, July 22.</p><p>The main reason companies split is to make their shares cheaper. In Alphabet’s case, the 20-to-1 split is an instant 95% price cut. That makes the stock more affordable, especially to individual investors.</p><p>Honestly, now that investors can buy fractional shares, splitting changes things less than it used to. Still, the companies want to make their stock as accessible as possible to retail investors, and a lower price is the best way to do that.</p><h2>Is the Split an Opportunity?</h2><p>Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.</p><p>Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But the bottom line is less encouraging. Stocks that split outperformed the market less than half the time.</p><p><img src=\"https://static.tigerbbs.com/0e5cff440c13bdc1951ec77d5e65eddb\" tg-width=\"624\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A split by itself is not an automatic buy signal. It is a minor factor when compared to a company’s fundamentals.</p><p>I have followed Alphabet for a long time. I still think of it as Google, even though it has been almost seven years since the name changed. As you may have seen,<i>MarketWatch</i>has called me “the advisor who recommended Google before anyone else.”</p><p>I still like it all of these years later. It is one of the biggest business success stories of our time.</p><p>But that doesn’t mean I view the stock as a buy all of the time. In fact, right now I would consider it more of a hold.</p><p>While I think the split could bring in new investors — in fact, I think it could pop 8% on Monday — the biggest problem right now is earnings momentum. Earnings are expected to shrink nearly 3% in the current quarter and about 1% for the fiscal year. Alphabet fell short of expectations last quarter by 3.6%, which isn’t a huge miss, but any miss for the company has been rare in recent years.</p><p>So, should you run out and snap up shares of GOOG after the split?</p><p>Well, according to myPortfolio Grader, the answer is no — though that doesn’t mean it’s a sell either.</p><p><img src=\"https://static.tigerbbs.com/3af42132465d8a0ad361ab68744dfc02\" tg-width=\"590\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As you can see in the Report Card above, GOOG has been a “Hold” in my Portfolio Grader for about three months now. It holds a C-rating for its Fundamental Grade, which is not bad but reflective of the current earnings situation. Its Quantitative Rating is a bit higher at B, and that may hold up after the split if buying pressure builds.</p><p>My recommendation is to hang on to GOOG if you own it, but I would be hesitant to buy it now if you don’t. Alphabet is a great company in the midst of an earnings lull, not unlike a lot of other companies. When that tide starts to run, I would expect it to again be a buy at its post-split share price.</p><p><b>P.S.</b>If you are looking for a stock to buy right now, I encourage you to<b>check out my latest presentation</b>with the investor known as “The Prophet” — Whitney Tilson.</p><p>Together, we’ve recommended 37 different stocks for gains of 1,000+%. And today, we’re both making the exact same big prediction.</p><p><b>We cover a historic demo</b>in downtown Houston, Texas, that could reshape the market and create millionaires on a single investment.</p><p>And yes, we provide<b>a free recommendation</b>.</p><p>The only catch is, you’ll want to get in now… while prices are still cheap.</p></body></html>","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>Should You Buy GOOG on Monday After Its Big Split?</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\">\nShould You Buy GOOG on Monday After Its Big Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You ...</p>\n\n<a href=\"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198433593","content_text":"We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You will see that Monday morning with shares of Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL).But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?GOOG shares are splitting 20:1. After Friday’s close, every single GOOG share gets divided into 20 shares. There will now be 20X more shares on the market, but the price per share be 1/20th of what it used to be.This is not some once-in-a-lifetime bargain to jump on.However, interesting things can and do happen around stock splits. So in today’s Market360, let’s look at whether this particular split is a buying opportunity.Why Would GOOG Split?This is the second time in six weeks that a $2,000 stock has split 20-to-1.Amazon(NASDAQ:AMZN) closed at $2,447 on Friday, June 3. On Monday, June 6, it opened $125.25 after the split. Perhaps not coincidentally, the stock hit its highest price that day since the end of April. As of this writing, it is down about 10% since then.If it feels like you’ve been hearing a lot about stock splits, that’s not because the number of splits has gone up. It’s because big and well-known stocks are doing the splitting.In the last two years, Amazon,Apple(NASDAQ:AAPL),NVIDIA (NASDAQ:NVDA), andTesla (NASDAQ:TSLA) have all split. Tesla has another one in the works — a proposed 3-for-1 split shareholders will vote on at the company’s annual meeting Aug. 4. And one of the crazy meme stocks,GameStop(NYSE:GME), will split 4-for-1 next Friday, July 22.The main reason companies split is to make their shares cheaper. In Alphabet’s case, the 20-to-1 split is an instant 95% price cut. That makes the stock more affordable, especially to individual investors.Honestly, now that investors can buy fractional shares, splitting changes things less than it used to. Still, the companies want to make their stock as accessible as possible to retail investors, and a lower price is the best way to do that.Is the Split an Opportunity?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But the bottom line is less encouraging. Stocks that split outperformed the market less than half the time.A split by itself is not an automatic buy signal. It is a minor factor when compared to a company’s fundamentals.I have followed Alphabet for a long time. I still think of it as Google, even though it has been almost seven years since the name changed. As you may have seen,MarketWatchhas called me “the advisor who recommended Google before anyone else.”I still like it all of these years later. It is one of the biggest business success stories of our time.But that doesn’t mean I view the stock as a buy all of the time. In fact, right now I would consider it more of a hold.While I think the split could bring in new investors — in fact, I think it could pop 8% on Monday — the biggest problem right now is earnings momentum. Earnings are expected to shrink nearly 3% in the current quarter and about 1% for the fiscal year. Alphabet fell short of expectations last quarter by 3.6%, which isn’t a huge miss, but any miss for the company has been rare in recent years.So, should you run out and snap up shares of GOOG after the split?Well, according to myPortfolio Grader, the answer is no — though that doesn’t mean it’s a sell either.As you can see in the Report Card above, GOOG has been a “Hold” in my Portfolio Grader for about three months now. It holds a C-rating for its Fundamental Grade, which is not bad but reflective of the current earnings situation. Its Quantitative Rating is a bit higher at B, and that may hold up after the split if buying pressure builds.My recommendation is to hang on to GOOG if you own it, but I would be hesitant to buy it now if you don’t. Alphabet is a great company in the midst of an earnings lull, not unlike a lot of other companies. When that tide starts to run, I would expect it to again be a buy at its post-split share price.P.S.If you are looking for a stock to buy right now, I encourage you tocheck out my latest presentationwith the investor known as “The Prophet” — Whitney Tilson.Together, we’ve recommended 37 different stocks for gains of 1,000+%. And today, we’re both making the exact same big prediction.We cover a historic demoin downtown Houston, Texas, that could reshape the market and create millionaires on a single investment.And yes, we providea free recommendation.The only catch is, you’ll want to get in now… while prices are still cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076400116,"gmtCreate":1657882268335,"gmtModify":1676536076703,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>Oh my","listText":"<a href=\"https://ttm.financial/S/ESGE\">$iShares MSCI EM ESG Optimized ETF(ESGE)$</a>Oh my","text":"$iShares MSCI EM ESG Optimized ETF(ESGE)$Oh my","images":[{"img":"https://community-static.tradeup.com/news/657c40c9595bae35d6ffc7741c0328e1","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076400116","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076400969,"gmtCreate":1657882209151,"gmtModify":1676536076695,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a>Great","listText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a>Great","text":"$NetEase(NTES)$Great","images":[{"img":"https://community-static.tradeup.com/news/a5e8a278329aa718be24d4c5c8a538e0","width":"1125","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076400969","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076572730,"gmtCreate":1657881692920,"gmtModify":1676536076633,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076572730","repostId":"1137928509","repostType":4,"repost":{"id":"1137928509","kind":"news","pubTimestamp":1657899022,"share":"https://ttm.financial/m/news/1137928509?lang=&edition=fundamental","pubTime":"2022-07-15 23:30","market":"us","language":"en","title":"Nio Stock Is Hitting One Pothole After Another","url":"https://stock-news.laohu8.com/highlight/detail?id=1137928509","media":"InvestorPlace","summary":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The lates","content":"<html><head></head><body><ul><li>The problems impacting Chinese electric vehicle maker <b>Nio</b>(NYSE:<b><u>NIO</u></b>) are only getting worse.</li><li>The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.</li><li>The short-seller report is one of several problems that are weighing down NIO stock this year.</li></ul><p>Things are only getting worse for <b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.</p><p>The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.</p><p><b>Nio Mauled by Grizzly Research</b></p><p>In a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.</p><p>Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.</p><p>Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.</p><p>Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.</p><p>Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.</p><p><b>From Bad to Worse</b></p><p>The short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.</p><p>In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival <b>Volkswagen</b>(OTCMKTS:<b><u>VWAGY</u></b>) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.</p><p>Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals <b>XPeng</b>(NYSE:<b><u>XPEV</u></b>) and <b>Li Auto</b>(NASDAQ:<b><u>LI</u></b>), sending NIO stock down 6% on the news.</p><p><b>Stay Far Away From NIO Stock</b></p><p>Right now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.</p><p>In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.</p><p>NIO stock is <i>not</i> a buy.</p></body></html>","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>Nio Stock Is Hitting One Pothole After Another</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock Is Hitting One Pothole After Another\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices....</p>\n\n<a href=\"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137928509","content_text":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.The short-seller report is one of several problems that are weighing down NIO stock this year.Things are only getting worse for Nio(NYSE:NIO) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.Nio Mauled by Grizzly ResearchIn a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.From Bad to WorseThe short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival Volkswagen(OTCMKTS:VWAGY) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals XPeng(NYSE:XPEV) and Li Auto(NASDAQ:LI), sending NIO stock down 6% on the news.Stay Far Away From NIO StockRight now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.NIO stock is not a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076350953,"gmtCreate":1657798714872,"gmtModify":1676536063388,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>Hang in there","listText":"<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>Hang in there","text":"$SPDR Gold Shares(GLD)$Hang in there","images":[{"img":"https://community-static.tradeup.com/news/61af7d328b49a5f66b330f3cbef20e76","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076350953","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076327406,"gmtCreate":1657798625005,"gmtModify":1676536063388,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076327406","repostId":"9071292572","repostType":1,"repost":{"id":9071292572,"gmtCreate":1657533357597,"gmtModify":1676536021274,"author":{"id":"4113409820866582","authorId":"4113409820866582","name":"Elliottwave_Forecast","avatar":"https://community-static.tradeup.com/news/c00ab1fc45e212abf00117a41ad8354f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113409820866582","authorIdStr":"4113409820866582"},"themes":[],"title":"SONY Must Be Further Bearish In This Year, But How?","htmlText":"SONY Must Be Further Bearish In This Year, But How?July 11, 2022ByEWFLuisSony Group Corporation, commonly known as Sony and stylized as SONY, is a Japanese multinational conglomerate corporation headquartered in Kōnan, Minato, Tokyo, Japan. As a major technology company, it operates as one of the world’s largest manufacturers of consumer and professional electronic products, the largest video game console company and the largest video game publisher. Through Sony Entertainment Inc, it is one of the largest music companies (largest music publisher &amp; second largest record label) and the third largest film studio, making it one of the most comprehensive media companies. It is the largest technology and media conglomerate in Japan. It is also recognized as the most cash-rich Japanese compa","listText":"SONY Must Be Further Bearish In This Year, But How?July 11, 2022ByEWFLuisSony Group Corporation, commonly known as Sony and stylized as SONY, is a Japanese multinational conglomerate corporation headquartered in Kōnan, Minato, Tokyo, Japan. As a major technology company, it operates as one of the world’s largest manufacturers of consumer and professional electronic products, the largest video game console company and the largest video game publisher. Through Sony Entertainment Inc, it is one of the largest music companies (largest music publisher &amp; second largest record label) and the third largest film studio, making it one of the most comprehensive media companies. It is the largest technology and media conglomerate in Japan. It is also recognized as the most cash-rich Japanese compa","text":"SONY Must Be Further Bearish In This Year, But How?July 11, 2022ByEWFLuisSony Group Corporation, commonly known as Sony and stylized as SONY, is a Japanese multinational conglomerate corporation headquartered in Kōnan, Minato, Tokyo, Japan. As a major technology company, it operates as one of the world’s largest manufacturers of consumer and professional electronic products, the largest video game console company and the largest video game publisher. Through Sony Entertainment Inc, it is one of the largest music companies (largest music publisher & second largest record label) and the third largest film studio, making it one of the most comprehensive media companies. It is the largest technology and media conglomerate in Japan. It is also recognized as the most cash-rich Japanese compa","images":[{"img":"https://community-static.tradeup.com/news/e0ce54fca3d6f5b7235de62a23fd8293","width":"632","height":"311"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071292572","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076327989,"gmtCreate":1657798310841,"gmtModify":1676536063371,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>Best","listText":"<a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>Best","text":"$Wal-Mart(WMT)$Best","images":[{"img":"https://community-static.tradeup.com/news/fa1c4c85ffe205389b48879379ba7674","width":"1125","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076327989","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":897893029,"gmtCreate":1628903841861,"gmtModify":1676529888996,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Magical","listText":"Magical","text":"Magical","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/897893029","repostId":"2159215280","repostType":4,"repost":{"id":"2159215280","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":1628893972,"share":"https://ttm.financial/m/news/2159215280?lang=&edition=fundamental","pubTime":"2021-08-14 06:32","market":"us","language":"en","title":"Dow, S&P close at records as Disney offsets drop in sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215280","media":"Reuters","summary":"NEW YORK, Aug 13  - The Dow Industrial and S&P 500 edged up to closing records on Friday and notched a second straight week of gains, buoyed by a climb in Walt Disney shares, but a sharp drop in consumer sentiment kept gains in check.Walt Disney rose 1.00% as one of the biggest boosts to both the Dow and benchmark S&P index after its profit topped market expectations as its streaming services added more customers than expected and its pandemic-hit U.S. theme parks returned to profitability.\"That","content":"<p>* Disney boosts Dow, S&amp;P 500</p>\n<p>* S&amp;P 500, Dow close week higher</p>\n<p>* Dow up 0.04%, S&amp;P 500 up 0.16%, Nasdaq up 0.04%</p>\n<p>NEW YORK, Aug 13 (Reuters) - The Dow Industrial and S&amp;P 500 edged up to closing records on Friday and notched a second straight week of gains, buoyed by a climb in Walt Disney shares, but a sharp drop in consumer sentiment kept gains in check.</p>\n<p>Walt Disney rose 1.00% as one of the biggest boosts to both the Dow and benchmark S&amp;P index after its profit topped market expectations as its streaming services added more customers than expected and its pandemic-hit U.S. theme parks returned to profitability.</p>\n<p>But a report from the University of Michigan dented optimism after it showed the university's preliminary consumer sentiment index fell to 70.2, its lowest level in a decade, suggesting that the Delta variant of the coronavirus was impacting consumers.</p>\n<p>\"That is concerning, the consumer is by all accounts in an extremely strong position but there is this kind of COVID fatigue that is really starting to wear on people’s sentiment,\" said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky.</p>\n<p>\"Regardless of lockdown or full reopen, the consumer is healthy enough to spend and kind of keep the economy afloat, it will be different names and different sectors that become the beneficiaries of it.\"</p>\n<p>The report sent the yield on the 10-year U.S. Treasury note&nbsp;lower and in turn helped lift mega-cap growth names, such as Microsoft Corp , up 1.05%, while online retail giant Amazon slipped 0.29%.</p>\n<p>The Dow Jones Industrial Average rose 15.53 points, or 0.04%, to 35,515.38, the S&amp;P 500 gained 7.17 points, or 0.16%, to 4,468 and the Nasdaq Composite added 6.64 points, or 0.04%, to 14,822.90.</p>\n<p>For the week, the Dow gained 0.87%, the S&amp;P 500 advanced 0.71% and the Nasdaq slipped 0.09%.</p>\n<p>U.S. stocks have managed to slowly grind to new highs over the past few sessions as investor confidence in economic recovery was bolstered by a strong earnings season, the passage of a large infrastructure bill and data showing inflation may be increasing at a slower pace than feared.</p>\n<p>In the wake of new data from earlier this week that showed consumer price increases slowed in July, while producer prices posted their biggest annual rise in more than a decade, investors are now looking ahead to the meeting of central bankers in Jackson Hole, Wyoming, later this month for cues on policy.</p>\n<p>In recent days, several Fed officials said it is nearly time for the central bank to begin pulling back on its monetary support, including the tapering of its asset purchases.</p>\n<p>DoorDash Inc rose 3.50% in choppy trading after the food-delivery firm's loss widened more than expected in the second quarter.</p>\n<p>Airbnb Inc gained 1.07% as it recovered from earlier declines, after it flagged a hit to its current-quarter bookings by the Delta variant and a slowing pace of U.S. vaccination.</p>\n<p>Volume on U.S. exchanges was 7.99 billion shares, compared with the 9.42 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 60 new 52-week highs and no new lows; the Nasdaq Composite recorded 87 new highs and 159 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow, S&P close at records as Disney offsets drop in sentiment</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\">\nDow, S&P close at records as Disney offsets drop in sentiment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-14 06:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Disney boosts Dow, S&amp;P 500</p>\n<p>* S&amp;P 500, Dow close week higher</p>\n<p>* Dow up 0.04%, S&amp;P 500 up 0.16%, Nasdaq up 0.04%</p>\n<p>NEW YORK, Aug 13 (Reuters) - The Dow Industrial and S&amp;P 500 edged up to closing records on Friday and notched a second straight week of gains, buoyed by a climb in Walt Disney shares, but a sharp drop in consumer sentiment kept gains in check.</p>\n<p>Walt Disney rose 1.00% as one of the biggest boosts to both the Dow and benchmark S&amp;P index after its profit topped market expectations as its streaming services added more customers than expected and its pandemic-hit U.S. theme parks returned to profitability.</p>\n<p>But a report from the University of Michigan dented optimism after it showed the university's preliminary consumer sentiment index fell to 70.2, its lowest level in a decade, suggesting that the Delta variant of the coronavirus was impacting consumers.</p>\n<p>\"That is concerning, the consumer is by all accounts in an extremely strong position but there is this kind of COVID fatigue that is really starting to wear on people’s sentiment,\" said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky.</p>\n<p>\"Regardless of lockdown or full reopen, the consumer is healthy enough to spend and kind of keep the economy afloat, it will be different names and different sectors that become the beneficiaries of it.\"</p>\n<p>The report sent the yield on the 10-year U.S. Treasury note&nbsp;lower and in turn helped lift mega-cap growth names, such as Microsoft Corp , up 1.05%, while online retail giant Amazon slipped 0.29%.</p>\n<p>The Dow Jones Industrial Average rose 15.53 points, or 0.04%, to 35,515.38, the S&amp;P 500 gained 7.17 points, or 0.16%, to 4,468 and the Nasdaq Composite added 6.64 points, or 0.04%, to 14,822.90.</p>\n<p>For the week, the Dow gained 0.87%, the S&amp;P 500 advanced 0.71% and the Nasdaq slipped 0.09%.</p>\n<p>U.S. stocks have managed to slowly grind to new highs over the past few sessions as investor confidence in economic recovery was bolstered by a strong earnings season, the passage of a large infrastructure bill and data showing inflation may be increasing at a slower pace than feared.</p>\n<p>In the wake of new data from earlier this week that showed consumer price increases slowed in July, while producer prices posted their biggest annual rise in more than a decade, investors are now looking ahead to the meeting of central bankers in Jackson Hole, Wyoming, later this month for cues on policy.</p>\n<p>In recent days, several Fed officials said it is nearly time for the central bank to begin pulling back on its monetary support, including the tapering of its asset purchases.</p>\n<p>DoorDash Inc rose 3.50% in choppy trading after the food-delivery firm's loss widened more than expected in the second quarter.</p>\n<p>Airbnb Inc gained 1.07% as it recovered from earlier declines, after it flagged a hit to its current-quarter bookings by the Delta variant and a slowing pace of U.S. vaccination.</p>\n<p>Volume on U.S. exchanges was 7.99 billion shares, compared with the 9.42 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 60 new 52-week highs and no new lows; the Nasdaq Composite recorded 87 new highs and 159 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊",".SPX":"S&P 500 Index","ABNB":"爱彼迎","DIS":"迪士尼","DASH":"DoorDash, Inc.",".DJI":"道琼斯","MSFT":"微软",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215280","content_text":"* Disney boosts Dow, S&P 500\n* S&P 500, Dow close week higher\n* Dow up 0.04%, S&P 500 up 0.16%, Nasdaq up 0.04%\nNEW YORK, Aug 13 (Reuters) - The Dow Industrial and S&P 500 edged up to closing records on Friday and notched a second straight week of gains, buoyed by a climb in Walt Disney shares, but a sharp drop in consumer sentiment kept gains in check.\nWalt Disney rose 1.00% as one of the biggest boosts to both the Dow and benchmark S&P index after its profit topped market expectations as its streaming services added more customers than expected and its pandemic-hit U.S. theme parks returned to profitability.\nBut a report from the University of Michigan dented optimism after it showed the university's preliminary consumer sentiment index fell to 70.2, its lowest level in a decade, suggesting that the Delta variant of the coronavirus was impacting consumers.\n\"That is concerning, the consumer is by all accounts in an extremely strong position but there is this kind of COVID fatigue that is really starting to wear on people’s sentiment,\" said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky.\n\"Regardless of lockdown or full reopen, the consumer is healthy enough to spend and kind of keep the economy afloat, it will be different names and different sectors that become the beneficiaries of it.\"\nThe report sent the yield on the 10-year U.S. Treasury note lower and in turn helped lift mega-cap growth names, such as Microsoft Corp , up 1.05%, while online retail giant Amazon slipped 0.29%.\nThe Dow Jones Industrial Average rose 15.53 points, or 0.04%, to 35,515.38, the S&P 500 gained 7.17 points, or 0.16%, to 4,468 and the Nasdaq Composite added 6.64 points, or 0.04%, to 14,822.90.\nFor the week, the Dow gained 0.87%, the S&P 500 advanced 0.71% and the Nasdaq slipped 0.09%.\nU.S. stocks have managed to slowly grind to new highs over the past few sessions as investor confidence in economic recovery was bolstered by a strong earnings season, the passage of a large infrastructure bill and data showing inflation may be increasing at a slower pace than feared.\nIn the wake of new data from earlier this week that showed consumer price increases slowed in July, while producer prices posted their biggest annual rise in more than a decade, investors are now looking ahead to the meeting of central bankers in Jackson Hole, Wyoming, later this month for cues on policy.\nIn recent days, several Fed officials said it is nearly time for the central bank to begin pulling back on its monetary support, including the tapering of its asset purchases.\nDoorDash Inc rose 3.50% in choppy trading after the food-delivery firm's loss widened more than expected in the second quarter.\nAirbnb Inc gained 1.07% as it recovered from earlier declines, after it flagged a hit to its current-quarter bookings by the Delta variant and a slowing pace of U.S. vaccination.\nVolume on U.S. exchanges was 7.99 billion shares, compared with the 9.42 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 60 new 52-week highs and no new lows; the Nasdaq Composite recorded 87 new highs and 159 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099876365,"gmtCreate":1643335958834,"gmtModify":1676533807276,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099876365","repostId":"1122320524","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153658795,"gmtCreate":1625023357517,"gmtModify":1703850368525,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/153658795","repostId":"1122418477","repostType":4,"repost":{"id":"1122418477","kind":"news","pubTimestamp":1625008161,"share":"https://ttm.financial/m/news/1122418477?lang=&edition=fundamental","pubTime":"2021-06-30 07:09","market":"us","language":"en","title":"Tech stocks propel S&P 500, Nasdaq to fresh highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1122418477","media":"CNBC","summary":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.The broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added ab","content":"<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech stocks propel S&P 500, Nasdaq to fresh highs</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\">\nTech stocks propel S&P 500, Nasdaq to fresh highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","AMD":"美国超微公司",".IXIC":"NASDAQ Composite","SWKS":"思佳讯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1122418477","content_text":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added about 0.2% for its own record of 14,528.33.\nHomebuilder stocks moved higher after S&P Case-Shiller saidhome prices rose more than 14% in Aprilcompared to the prior year. Five U.S. cities, including Seattle, saw their largest annual increase on record. Shares of PulteGroup rose 2%.\nSemiconductor stocks gained strength later in the session, with Skyworks and Advanced Micro Devices climbing 4.5% and 2.8%, respectively. General Electric boosted the industrials sector, rising over 1% afterGoldman Sachs named the stock a top idea.\nThe market has churned out a series of record highs in recent weeks, but the gains have been relatively modest and some strategists have pointed to weak market breadth, measured by the performance of the average stock and the number of individual names making new highs, as a potential area of concern.\nOn Tuesday, there were slightly more declining stocks in the S&P 500 than those that rose during the session.\nHowever, the diminished breadth and volatility could simply be a natural pause during the summer months ahead of the busy earnings season in July, said Bill McMahon, the chief investment officer for active equity strategies at Charles Schwab Investment Management.\n\"I think people are in a little bit of a wait-and-see mode, so it's not surprising to see volatility decline and breadth worsen a tad,\" McMahon said, adding that concern about the spreading Delta variant of Covid-19 could also be weighing on stocks.\nShares of Morgan Stanley jumped more than 3% after the bank said it willdouble its quarterly dividend. The bank also announced a $12 billion stock buyback program. The announcement follows last week's stress tests by the Federal Reserve, which all 23 major banks passed. However, some other bank stocks gave up early gains and weighed on the broader indexes despite increasing their own payout plans.\nThe Conference Board's consumer confidence reading for June came in higher than expected, adding to the bullish readings about the economic recovery.\nWith the market entering the final trading days of June and the second quarter, the S&P 500 is on track to register its fifth straight month of gains. The Nasdaq is pacing for its seventh positive month in the last eight. The Dow, however, is in the red for the month, and on track to snap a four-month winning streak.\nSo far in 2021, the S&P 500 has added 14%, while the Nasdaq has added more than 12% with the Dow close behind.\nJPMorgan quantitative strategist Dubravkos Lakos-Bujas said on CNBC's \"Squawk Box\" that the market appeared to have near-term upside.\n\"The growth policy backdrop in our opinion still remains supportive for risk assets in general, certainly including equities. At the same time, the positioning is not really stretched to where we are in a problematic territory. So we do think there is still a runway. ... The summer period, the next two months, is where I think the market continues to break out,\" the strategist said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124532703,"gmtCreate":1624771461902,"gmtModify":1703844908357,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"No business fundamentals","listText":"No business fundamentals","text":"No business fundamentals","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/124532703","repostId":"1172710941","repostType":4,"repost":{"id":"1172710941","kind":"news","pubTimestamp":1624753126,"share":"https://ttm.financial/m/news/1172710941?lang=&edition=fundamental","pubTime":"2021-06-27 08:18","market":"us","language":"en","title":"GameStop Joined the Russell 1000. The Move Might Hurt the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172710941","media":"Barrons","summary":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.The videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.As one of the stocks favored by retail traders this year, GameStop  met that thresho","content":"<p>The Reddit army has succeeded in launching&nbsp;GameStop&nbsp;to a new stratosphere—but it could actually hurt the stock in the short-term.</p>\n<p>The videogame retailer officially made it into the&nbsp;Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.</p>\n<p>As one of the&nbsp;stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while&nbsp;AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.</p>\n<p>It may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as&nbsp;Barron’s&nbsp;explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like&nbsp;Apple(AAPL).</p>\n<p>Experts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.</p>\n<p>Meanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru1000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>&nbsp;and Russell 2000 stocks&nbsp;<a href=\"https://content.ftserussell.com/sites/default/files/ru2000_membershiplist_20210628.pdf\" target=\"_blank\">here</a>.</p>","source":"lsy1601382232898","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>GameStop Joined the Russell 1000. The Move Might Hurt the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Joined the Russell 1000. The Move Might Hurt the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-stock-russell-1000-51624729113?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172710941","content_text":"The Reddit army has succeeded in launching GameStop to a new stratosphere—but it could actually hurt the stock in the short-term.\nThe videogame retailer officially made it into the Russell 1000 index,FTSE Russell announced on Saturday. The Russell 1000 tracks large-capitalization stocks—and in order to be included in the latest index reconstitution, stocks had to have market caps of at least $7.3 billion on May 7.\nAs one of the stocks favored by retail traders this year, GameStop (ticker: GME) met that threshold because it had an $11.2 billion market cap by the deadline, while AMC Entertainment(AMC) didn’t. That said, AMC has rocketed higher since May 7, multiplying by more than five times and surpassing GameStop’s market value—hitting a recent $27 billion compared to GameStop’s $15 billion.\nIt may seem counterintuitive, but the Russell 1000 “promotion” may actually be bad for GameStop’s stock,as Barron’s explained earlier this month.Funds that track the small-capRussell 2000will have to sell GameStop shares on June 28, and funds that track the Russell 1000 will have to buy them. Three times as much money is invested in funds that track the Russell 1000, but GameStop’s overall weight in that index will be much lower than it has been in the Russell 2000. In the Russell 2000, GameStop made up about half a percentage point of the index, while it will be less than 0.1% of the Russell 1000. GameStop will look tiny next to behemoths like Apple(AAPL).\nExperts like Jefferies strategist Steven DeSanctis expect that there will be net selling in GameStop of about 5 million shares, or about half of the stock’s recent average daily volume, after the rebalancing.\nMeanwhile, AMC will be the largest member of the Russell 2000 by far—more than three times as large as its nearest competitor as of last week. See the full post-rebalancing list of Russell 1000 stocks here and Russell 2000 stocks here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830914965,"gmtCreate":1629000243457,"gmtModify":1676529908099,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Buy all?","listText":"Buy all?","text":"Buy all?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830914965","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179000490,"gmtCreate":1626459576710,"gmtModify":1703760616253,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179000490","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","kind":"news","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Fear A Stock Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155964620,"gmtCreate":1625370113560,"gmtModify":1703740904494,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Cyber companies will thrive","listText":"Cyber companies will thrive","text":"Cyber companies will thrive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155964620","repostId":"2148807114","repostType":4,"repost":{"id":"2148807114","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":1625367960,"share":"https://ttm.financial/m/news/2148807114?lang=&edition=fundamental","pubTime":"2021-07-04 11:06","market":"us","language":"en","title":"Can Biden really protect Americans from the next crippling cyber attack?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148807114","media":"Dow Jones","summary":"International rivals have little incentive to stop attacks against the U.S.\nAn epidemic of cyberatta","content":"<p>International rivals have little incentive to stop attacks against the U.S.</p>\n<p>An epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.</p>\n<p>The only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.</p>\n<p>Jim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.</p>\n<p>Read more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government</p>\n<p>\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.</p>\n<p>President Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.</p>\n<p>\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.</p>\n<p>She added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior <a href=\"https://laohu8.com/S/AONE\">one</a> to the government and a substandard <a href=\"https://laohu8.com/S/AONE.U\">one</a> to the private sector.</p>\n<p>\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.</p>\n<p>Following last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.</p>\n<p>He pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.</p>\n<p>\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.</p>\n<p>Cybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.</p>\n<p>\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"</p>\n<p>CSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.</p>\n<p>See also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks</p>\n<p>\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"</p>\n<p>Lewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.</p>\n<p>\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.</p>\n<p>\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Biden really protect Americans from the next crippling cyber attack?</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\">\nCan Biden really protect Americans from the next crippling cyber attack?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-04 11:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>International rivals have little incentive to stop attacks against the U.S.</p>\n<p>An epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.</p>\n<p>The only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.</p>\n<p>Jim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.</p>\n<p>Read more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government</p>\n<p>\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.</p>\n<p>President Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.</p>\n<p>\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.</p>\n<p>She added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior <a href=\"https://laohu8.com/S/AONE\">one</a> to the government and a substandard <a href=\"https://laohu8.com/S/AONE.U\">one</a> to the private sector.</p>\n<p>\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.</p>\n<p>Following last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.</p>\n<p>He pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.</p>\n<p>\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.</p>\n<p>Cybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.</p>\n<p>\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"</p>\n<p>CSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.</p>\n<p>See also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks</p>\n<p>\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"</p>\n<p>Lewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.</p>\n<p>\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.</p>\n<p>\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148807114","content_text":"International rivals have little incentive to stop attacks against the U.S.\nAn epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.\nThe only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.\nJim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.\nRead more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government\n\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.\nPresident Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.\n\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.\nShe added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior one to the government and a substandard one to the private sector.\n\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.\nFollowing last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.\nHe pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.\n\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.\nCybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.\n\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"\nCSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.\nSee also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks\n\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"\nLewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.\n\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.\n\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173665673,"gmtCreate":1626658070792,"gmtModify":1703762797595,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Be wary when others are greedy","listText":"Be wary when others are greedy","text":"Be wary when others are greedy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173665673","repostId":"1123426523","repostType":4,"repost":{"id":"1123426523","kind":"news","pubTimestamp":1626656489,"share":"https://ttm.financial/m/news/1123426523?lang=&edition=fundamental","pubTime":"2021-07-19 09:01","market":"us","language":"en","title":"Record Stock Rally Ignores Wall Street’s Phobia About Optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=1123426523","media":"WSJ","summary":"The latest victim of the rampaging bull market in stocks is the Wall Street maxim that glowing inves","content":"<p>The latest victim of the rampaging bull market in stocks is the Wall Street maxim that glowing investor sentiment is a sell signal.</p>\n<p>Throughout 2021, a range of surveys, fund-flow figures and options activity have shown investors big and small to be exceptionally bullish. Yet major U.S. indexes continue to rally to records, putting the Dow Jones Industrial Average up a healthy 13% for 2021.</p>\n<p>Analysts have long relied on sentiment and related data on risk-taking as contrarian indicators. By the time friends, colleagues and strangers are plowing money into stocks and telling you about it, it’s time to run for cover, to this way of thinking. Likewise, when everyone is selling, you should be buying with both hands.</p>\n<p>But for much of this year, it has paid enormous dividends to stay with the herd. It’s the latest departure from the tried and true in a year that already has broughtsoaring meme stocks,record lumber pricesand a bond-market rally in the face of rising inflation. In short, now is when analysts and portfolio managers are starting to wonder whether it really is different this time.</p>\n<p>“We’ve been throwing up our hands for a while,” said Jason Goepfert, president of Sundial Capital Research. “For whatever the reason, the market is just rolling over all these historical indicators that before had a very consistent track record.”</p>\n<p>In the coming week, traders will parse data on housing starts and building permits, as well as earnings from companies including Johnson &amp; Johnson andUnited Airlines HoldingsInc.,for further clues about pricing pressures.</p>\n<p>They will also be watching to see if sentiment oscillates. Recently, signs of waning sentiment have begun peeking through some indicators, though bullishness largely remains above or near long-term averages.</p>\n<p>Americans’ stock allocations reached nearly 60% at the end of March, a figure just below the all-time high of 61.7% reached during the dot-com bubble, according to data from Ned Davis Research stretching back to 1951.</p>\n<p>A July survey by retail brokerage E*Trade found that bullishness among the platform’s individual investors recently hit more than a three-year high, rising to 65%. Additionally, the often-watched equity put-call ratio—which measures the volume of bearish options bets placed on stocks versus bullish ones—earlier this year notched sustained levels of optimism not seen since 2000.</p>\n<p>The source of the optimism that has fueled 39 records this year on the S&amp;P 500 isn’t hard to divine. Most notably, there’s an unusual and powerful blend of stimulus and easy monetary policy that has left investors flush with cash and with few sources of steady investment returns. The entrance ofa new cohort of retail tradershas provided an extra boost to prices, too.</p>\n<p>Analysts say the combination of those factors has pushed markets higher, providing traders with enough momentum and opportunity to ignore signs of stretched sentiment—as well as other risks, including an unclear inflation outlook andrising coronavirus cases.</p>\n<p>Recently, market breadth, or a measure of how many stocks are participating in a rally, has deteriorated—even as major indexes have continued to hit all-time highs.</p>\n<p>As of Thursday, only about 49% of stocks in the S&amp;P 500 traded above their 50-day moving averages, according to FactSet, a level that is below average and one that is a sharp reversal from just a few months ago, whenthat metric reached more than 90%. According to Liz Ann Sonders, chief investment strategist at Charles Schwab, that’s a troubling sign when sentiment remains so high.</p>\n<p>“Any longtime sentiment watcher knows that breadth is a positive offset to extreme sentiment conditions,” Ms. Sonders said. “But when breadth starts to deteriorate and the market is still trading at or near all-time highs, and there’s been no dent to sentiment conditions, that’s when trouble really brews.”</p>\n<p>But sentiment can remain elevated for long periods, as it did in the late 1990s, she said. And&nbsp;while major indexes have risen, pockets of excess have lost steam.</p>\n<p>“In places where speculation has been rampant, you have seen massive drawdowns—in cryptocurrencies, [special-purpose acquisition companies], nonprofitable tech companies and meme stocks,” Ms. Sonders said.</p>\n<p>According a recent Charles Schwab note based on data from Ned Davis Research, when stockholdings among U.S. households have previously climbed to among the highest levels, the S&amp;P 500 has tended to produce modest returns on average in following years. For example, when households’ stock allocations have risen to 54.6% or higher—as they did during the dot-com bubble and the years leading up to the 2007-09 recession—the average annualized return for the S&amp;P 500 over the next 10 years has been 4.1%.</p>\n<p>In contrast, when stock allocations have hovered around 29% or lower, the average annualized return over the next 10 years for the benchmark index has been 16.3%.</p>\n<p>Even so, unique conditions within the market this year might allow stocks to keep grinding higher.</p>\n<p>“Markets are just doing their own thing,” Mr. Goepfert said. “Something has changed. Whether it’s unprecedented stimulus or maybe there is this generational change with young investors. This new surge into the market keeps driving stocks higher.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Record Stock Rally Ignores Wall Street’s Phobia About Optimism</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\">\nRecord Stock Rally Ignores Wall Street’s Phobia About Optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/record-stock-rally-ignores-wall-streets-phobia-about-optimism-11626600781?mod=hp_lead_pos5><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest victim of the rampaging bull market in stocks is the Wall Street maxim that glowing investor sentiment is a sell signal.\nThroughout 2021, a range of surveys, fund-flow figures and options ...</p>\n\n<a href=\"https://www.wsj.com/articles/record-stock-rally-ignores-wall-streets-phobia-about-optimism-11626600781?mod=hp_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","JNJ":"强生"},"source_url":"https://www.wsj.com/articles/record-stock-rally-ignores-wall-streets-phobia-about-optimism-11626600781?mod=hp_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123426523","content_text":"The latest victim of the rampaging bull market in stocks is the Wall Street maxim that glowing investor sentiment is a sell signal.\nThroughout 2021, a range of surveys, fund-flow figures and options activity have shown investors big and small to be exceptionally bullish. Yet major U.S. indexes continue to rally to records, putting the Dow Jones Industrial Average up a healthy 13% for 2021.\nAnalysts have long relied on sentiment and related data on risk-taking as contrarian indicators. By the time friends, colleagues and strangers are plowing money into stocks and telling you about it, it’s time to run for cover, to this way of thinking. Likewise, when everyone is selling, you should be buying with both hands.\nBut for much of this year, it has paid enormous dividends to stay with the herd. It’s the latest departure from the tried and true in a year that already has broughtsoaring meme stocks,record lumber pricesand a bond-market rally in the face of rising inflation. In short, now is when analysts and portfolio managers are starting to wonder whether it really is different this time.\n“We’ve been throwing up our hands for a while,” said Jason Goepfert, president of Sundial Capital Research. “For whatever the reason, the market is just rolling over all these historical indicators that before had a very consistent track record.”\nIn the coming week, traders will parse data on housing starts and building permits, as well as earnings from companies including Johnson & Johnson andUnited Airlines HoldingsInc.,for further clues about pricing pressures.\nThey will also be watching to see if sentiment oscillates. Recently, signs of waning sentiment have begun peeking through some indicators, though bullishness largely remains above or near long-term averages.\nAmericans’ stock allocations reached nearly 60% at the end of March, a figure just below the all-time high of 61.7% reached during the dot-com bubble, according to data from Ned Davis Research stretching back to 1951.\nA July survey by retail brokerage E*Trade found that bullishness among the platform’s individual investors recently hit more than a three-year high, rising to 65%. Additionally, the often-watched equity put-call ratio—which measures the volume of bearish options bets placed on stocks versus bullish ones—earlier this year notched sustained levels of optimism not seen since 2000.\nThe source of the optimism that has fueled 39 records this year on the S&P 500 isn’t hard to divine. Most notably, there’s an unusual and powerful blend of stimulus and easy monetary policy that has left investors flush with cash and with few sources of steady investment returns. The entrance ofa new cohort of retail tradershas provided an extra boost to prices, too.\nAnalysts say the combination of those factors has pushed markets higher, providing traders with enough momentum and opportunity to ignore signs of stretched sentiment—as well as other risks, including an unclear inflation outlook andrising coronavirus cases.\nRecently, market breadth, or a measure of how many stocks are participating in a rally, has deteriorated—even as major indexes have continued to hit all-time highs.\nAs of Thursday, only about 49% of stocks in the S&P 500 traded above their 50-day moving averages, according to FactSet, a level that is below average and one that is a sharp reversal from just a few months ago, whenthat metric reached more than 90%. According to Liz Ann Sonders, chief investment strategist at Charles Schwab, that’s a troubling sign when sentiment remains so high.\n“Any longtime sentiment watcher knows that breadth is a positive offset to extreme sentiment conditions,” Ms. Sonders said. “But when breadth starts to deteriorate and the market is still trading at or near all-time highs, and there’s been no dent to sentiment conditions, that’s when trouble really brews.”\nBut sentiment can remain elevated for long periods, as it did in the late 1990s, she said. And while major indexes have risen, pockets of excess have lost steam.\n“In places where speculation has been rampant, you have seen massive drawdowns—in cryptocurrencies, [special-purpose acquisition companies], nonprofitable tech companies and meme stocks,” Ms. Sonders said.\nAccording a recent Charles Schwab note based on data from Ned Davis Research, when stockholdings among U.S. households have previously climbed to among the highest levels, the S&P 500 has tended to produce modest returns on average in following years. For example, when households’ stock allocations have risen to 54.6% or higher—as they did during the dot-com bubble and the years leading up to the 2007-09 recession—the average annualized return for the S&P 500 over the next 10 years has been 4.1%.\nIn contrast, when stock allocations have hovered around 29% or lower, the average annualized return over the next 10 years for the benchmark index has been 16.3%.\nEven so, unique conditions within the market this year might allow stocks to keep grinding higher.\n“Markets are just doing their own thing,” Mr. Goepfert said. “Something has changed. Whether it’s unprecedented stimulus or maybe there is this generational change with young investors. This new surge into the market keeps driving stocks higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097824557,"gmtCreate":1645413964795,"gmtModify":1676534025952,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Fierce","listText":"Fierce","text":"Fierce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097824557","repostId":"2213670409","repostType":4,"repost":{"id":"2213670409","kind":"news","pubTimestamp":1645399123,"share":"https://ttm.financial/m/news/2213670409?lang=&edition=fundamental","pubTime":"2022-02-21 07:18","market":"us","language":"en","title":"PCE Inflation, Consumer Confidence: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2213670409","media":"Yahoo Finance","summary":"After stocks endured a second straight week of selling last week, investors will be looking to a sla","content":"<html><head></head><body><p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.</p><p>The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.</p><p>While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.</p><p>&#34;I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,&#34; Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. &#34;We&#39;re looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that&#39;s what&#39;s causing the volatility.&#34;</p><p>On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.</p><p>Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December&#39;s 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December&#39;s 5.8% annual rise.</p><p><img src=\"https://static.tigerbbs.com/83b39365db67b4cbe5d9181911de7b8a\" tg-width=\"4421\" tg-height=\"2947\" referrerpolicy=\"no-referrer\"/></p><p>The core PCE index — the Fed&#39;s preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December&#39;s index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December&#39;s 4.9% rise.</p><p>Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.</p><p>&#34;Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,&#34; Federal Reserve Chair Jerome Powell said in a January press conference. &#34;I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.&#34;</p><p>And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December&#39;s record increase of 9.8%.</p><h2>Consumer confidence</h2><h2></h2><p>Despite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.</p><p>And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.</p><p>&#34;The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,&#34; Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. &#34;The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.&#34;</p><p>The Conference Board&#39;s Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers&#39; thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers&#39; outlooks. The consumer confidence index had been at 113.8 in January.</p><h2>Earnings season rolls on</h2><h2><img src=\"https://static.tigerbbs.com/2704a78dbeac36d3a78a7c3a7e70f026\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></h2><p>Investors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe&#39;s (LOW), Macy&#39;s (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W) and Nikola (NKLA).</p><p>So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&amp;P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&amp;P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.</p><p>Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.</p><p>But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned &#34;inflation.&#34;</p><p>&#34;In terms of earnings guidance from corporations, 71% of the S&amp;P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,&#34; FactSet&#39;s John Butters wrote in a note Friday. &#34;This is the highest percentage of S&amp;P 500 companies issuing negative guidance since Q3 2019 (73%).&#34;</p><p>&#34;Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,&#34; Butters added.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday: </b>FHFA House Price Index, December (1.1% expected, 1.1% in November); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)</p></li><li><p><b>Thursday: </b>Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)</p></li><li><p><b>Friday: </b>Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)</p></li></ul><h2>Earnings calendar</h2><h2></h2><p><b>Monday</b></p><p><i>No notable reports scheduled for release</i></p><p><b>Tuesday</b></p><p>Before market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy&#39;s (M)</p><p>After market close: Caesar&#39;s Entertainment (CZR), Agilent Technologies (A), <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Teladoc Health (TDOC)</p><p><b>Wednesday</b></p><p>Before market open: Lowe&#39;s (LOW), <a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a> (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)</p><p>After market close: Hertz (HTZ), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), Revolve Group Inc. (RVLV), <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), The Real Real (REAL), Lemonade (LMND)</p><p><b>Thursday</b></p><p>Before market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)</p><p>After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc.</a> (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release</i></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>PCE Inflation, Consumer Confidence: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPCE Inflation, Consumer Confidence: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","FANG":"Diamondback Energy","BK4517":"邮轮概念","BK4095":"家庭装饰品","TJX":"The TJX Companies Inc.","BBWI":"Bath & Body Works Inc.","BK4094":"服装零售","BK4551":"寇图资本持仓","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4097":"系统软件","SPY":"标普500ETF","BK4504":"桥水持仓","CPI":"IQ Real Return ETF","BK4560":"网络安全概念","BK4125":"广播","ZS":"Zscaler Inc.","BK4112":"金融交易所和数据","BK4142":"酒店、度假村与豪华游轮","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","LOW":"劳氏","KDP":"Keurig Dr Pepper Inc","BK4562":"SPAC上市公司","BK4107":"财产与意外伤害保险","OXY":"西方石油","APA":"阿帕契","HTZ":"赫兹租车","PANW":"Palo Alto Networks","BK4023":"应用软件","A":"安捷伦科技","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","JPM":"摩根大通","BK4515":"5G概念","BK4187":"航天航空与国防","M":"梅西百货","SPCE":"维珍银河","COIN":"Coinbase Global, Inc.","BK4108":"电影和娱乐","BK4177":"软饮料","BK4534":"瑞士信贷持仓","NKLA":"Nikola Corporation","CZR":"凯撒娱乐","BK4507":"流媒体概念","BK4139":"生物科技","PLNT":"Planet Fitness Inc","MOS":"美国美盛","DISCA":"探索传播","HD":"家得宝","BK4149":"建筑机械与重型卡车","BK4150":"赌场与赌博","BK4524":"宅经济概念","BK4121":"生命科学工具和服务"},"source_url":"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213670409","content_text":"After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.\"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,\" Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. \"We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility.\"On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.\"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,\" Federal Reserve Chair Jerome Powell said in a January press conference. \"I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.\"And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.Consumer confidenceDespite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.\"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,\" Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. \"The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.\"The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.Earnings season rolls onInvestors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to Wayfair (W) and Nikola (NKLA).So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned \"inflation.\"\"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,\" FactSet's John Butters wrote in a note Friday. \"This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%).\"\"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,\" Butters added.Economic calendarMonday: No notable reports scheduled for releaseTuesday: FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); Markit U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)Wednesday: MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)Thursday: Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)Friday: Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)Earnings calendarMondayNo notable reports scheduled for releaseTuesdayBefore market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), Diamondback Energy (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), Palo Alto Networks (PANW), Teladoc Health (TDOC)WednesdayBefore market open: Lowe's (LOW), Overstock.com (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)After market close: Hertz (HTZ), eBay (EBAY), Revolve Group Inc. (RVLV), Booking Holdings (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), Live Nation Entertainment (LYV), The Real Real (REAL), Lemonade (LMND)ThursdayBefore market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), Block Inc. (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)FridayNo notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818332217,"gmtCreate":1630375123739,"gmtModify":1676530284490,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Often the forgotten tiger","listText":"Often the forgotten tiger","text":"Often the forgotten tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818332217","repostId":"1118040595","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147409733,"gmtCreate":1626369645122,"gmtModify":1703758902493,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Oil will rise&nbsp;","listText":"Oil will rise&nbsp;","text":"Oil will rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/147409733","repostId":"1165694388","repostType":4,"repost":{"id":"1165694388","kind":"news","pubTimestamp":1626362466,"share":"https://ttm.financial/m/news/1165694388?lang=&edition=fundamental","pubTime":"2021-07-15 23:21","market":"us","language":"en","title":"Earnings results ahead may reignite a rally in cyclical stocks linked to the economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1165694388","media":"CNBC","summary":"Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfit","content":"<div>\n<p>Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings results ahead may reignite a rally in cyclical stocks linked to the economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings results ahead may reignite a rally in cyclical stocks linked to the economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","C":"花旗","CAT":"卡特彼勒"},"source_url":"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1165694388","content_text":"Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the pandemic, when the economy abruptly shut down. Now a year later, some of those companies’ second-quarterearnings are expected to double, triple or even jump fivefoldfrom Q2, 2020.\nOn top of that, analysts say earnings forecast revisions may have been too conservative, and cyclical and value names could benefit from big surprises. They are also the group of stocks that can be winners from inflation, since they have been able to pass on rising input costs to customers in the form of price increases.\n“We do think this is a time that cyclicals could respond more positively,” said Julian Emanuel, head of equity and derivatives strategy at BTIG.\nAfter outpacing growth and tech when Treasury yields were rising earlier in the year, some cyclical sectors are actually negative in the last month while technology stocks have zoomed ahead by nearly 7%. For the year, tech has gained 17.3%, now surpassing materials, up 13.4% and industrials up 15.7%. Cyclical financials are up 23.7% for the year, and energy holds a 34.4% gain.\n“It’s the combination of what we think is going to be a bottoming in yields based on the inflation data, and the whole idea that you had an entire group of cyclically oriented companies have their earnings revised upward in the second quarter and have stock prices with no reaction, or traded off because they got swamped in the noise of the bond market,” said Emanuel.\nEmanuel said the stocks he highlighted going into earnings seasons included deep cyclicals.Citigroup,Caterpillar,DeereandDowwere on a list of stocks whose share prices have lagged since the start of the second quarter, but had earnings estimate revisions since March 31 in the top 20% of the S&P 500.\nDuring the second quarter, the widely watched benchmark 10-year Treasury yield fell from its March high of 1.77%. It was at about 1.33% Thursday, above the 1.25% hit last week. The yield moves opposite price, and many market pros had anticipated yields to rise as inflation readings got hotter and hotter this summer.\nTechnology and other growth stocks are particularly vulnerable to higher yields and inflation concerns. Even so, technology has been the best performing major sector this week, even as June’s consumer price index showed consumer inflation rising at an annual pace of 5.4%.\nTech and growth are viewed as longer-duration holdings that will pay off in the future. Higher yieldsreduce the value of future cash flows.\nIf investors shift their sights again to cyclicals, all cyclical groups may not benefit equally, but materials is one sector where there could be a pop.\n“Even with the rollover in commodities prices from the top, the profitability of those companies is near record highs and margins will be at all-time highs,” said Adam Parker, founder of Trivariate Research. “You still have a generally good fundamental setup and you have a lot of profitability.”\nParker notes that some companies have had massive earnings revisions. Louisiana Pacific, for instance, was expected to earn $3.36 per share this year at the start of the year, but that has since moved up to an estimate of $12.40 per share.\nSimilar, the estimate for Steel Dynamics was $3.12 per share for 2021, but it is now at $12.94 per share.\n“They’re generating massive cash flow. I think they’re going to improve their balance sheet pretty meaningfully this cycle. I definitely like energy and materials. That’s the way to play inflation,” Parker said.\nParker identified stocks in the top 5% in terms of forecasted earnings expansion and in the top 5% of S&P 500 companies with forecasted multiple contraction, meaning simply that their price-to-earnings ration shrank and stocks look cheap compared with earnings.\nSome of these stocks includeOlin, Micron Technologies,Alcoa,ExxonMobil,Western DigitalandLyondellBasell Industries.Mosaic,Darden RestaurantsandDiscover Financialwere also on the list.\nParker notes that materials and retailers on average seem to have lower expectations and therefore have more potential to outperform earnings targets.\n“I’m pretty optimistic on the market,” he said. “I really like energy and materials. I think generally that analysts haven’t taken their numbers up enough, and there’s some margin expansion there. I’m massively bullish on energy.”\nIn his second half outlook, Parker noted that oil prices were up 10% in June, and rising oil means higher earnings revisions and higher net income.\n“Earnings revisions are highly effective at picking winners from losers within the cohort for the 6-months following periods when oil is rising, meaning energy stocks beating estimates will likely perform strongly,” he wrote in the outlook. “Additionally, despite the strong rally, the sector is quite cheap versus history on price-to-book, which was the most efficacious valuation metric for picking energy stocks historically.”\nParker added that oil prices have been a leading indicator for net income of the energy sector. The change in the price of West Texas Intermediate crude has typically been a three- to six-month leading indicator for reported net income of oil companies, he noted.\nRegarding the cyclicals, Parker is cautious on rate-sensitive banks, which have gotten pricier. He said for banks, net interest margins may not expand as much during the quarter as expected by managements when rates were higher in April.\nBut Emanuel said he expects the bank stocks, which have been lackluster after earnings reports this week, to do better as the earnings period goes on.\n“Financials are very strange. If you go back even pre-pandemic, the financials have the habit of not responding in the immediate aftermath of earnings. In a way that is counterintuitive to what the reports say and what happens is we see time and again, the market reassesses their initial reaction,” he said. “We think it’s going to be the exact same thing this time.”\nSome inflation is obviously a positive for earnings, but it may not be if it becomes persistent.\n“If anything could derail the equities market, it will be wage and input cost inflation that offsets revenue growth and pinches margins,” Parker said.\nFor now, he doesn’t see a problem, and he’s bullish. “Earnings are good. The economy is good. The Fed is helping out and there’s fiscal stimulus,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125624268,"gmtCreate":1624672473654,"gmtModify":1703843271160,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125624268","repostId":"1177764085","repostType":4,"repost":{"id":"1177764085","kind":"news","pubTimestamp":1624662146,"share":"https://ttm.financial/m/news/1177764085?lang=&edition=fundamental","pubTime":"2021-06-26 07:02","market":"us","language":"en","title":"S&P 500 climbs to another record led by bank shares, notches its best week since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764085","media":"CNBC","summary":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that ","content":"<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to another record led by bank shares, notches its best week since February</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\">\nS&P 500 climbs to another record led by bank shares, notches its best week since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177764085","content_text":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad equity benchmark climbed 0.3% to hit another closing record high of 4,280.70. Financials were the best-performing S&P 500 sector with a 1.3% gain. The Dow Jones Industrial Average rose 237.02 points, or 0.7%, to 34,433.84, sitting less than 2% from its record. The Nasdaq Composite erased earlier gains and closed 0.1% lower at 14,360.39 amid a rise in bond yields. The 10-year Treasury yield jumped 4 basis points to 1.52%.\nThe S&P 500 rallied 2.7% for the week, notching its biggest weekly gain since early February. The Dow gained 3.4% this week for its best week since mid-March, while the Nasdaq advanced 2.4%.\nFriday’s rally came after a key inflation indicator that the Federal Reserve uses to set policy rose 3.4% in May, the fastest increase since the early 1990s, the Commerce Department reported Friday. The reading matched the expectation from economists polled by Dow Jones. The core index rose 0.5% for the month, which actually was below the 0.6% estimate.\nThe core personal consumption expenditures price index increase reflects the rapid pace of economic expansion and resulting price pressures, and amplified how far the nation has come since the pandemic-induced shutdown of 2020.\n“This provided support to the Fed’s argument that inflation is transitory and will help allay fears that we are witnessing runaway inflation,” said Anu Gaggar, senior global Investment analyst at Commonwealth Financial Network. “This should continue to provide support to risk assets such as equities.”\nBank shares jumped after the Federal Reserve announced the banking industry could easily withstand a severe recession. The Fed, in releasing the results of its annual stress test, said the 23 institutions in the 2021 exam remained “well above” minimum required capital levels during a hypothetical economic downturn. The decision cleared the way for the banks to raise dividends and buy back more stock, which was suspended during the pandemic.\nWells Fargo climbed 2.6%, while Fifth Third and PNC all gained over 2%. JPMorgan and Bank of America both rose more than 1%.\nNike’s stock surged 15.5%, helping to boost sentiment for the Dow. The company reported earnings and revenue that blew past Wall Street estimates. Digital sales also jumped 41% since last year and 147% from two years ago.\nOn the flipside,FedEx dipped 3.6% despite beating on the top and bottom lines of its earnings. FedEx also gave a strong yearly outlook.\nFriday saw heightened trading volume as FTSE Russell was set to rebalance its U.S. stock indexes at the market close. Bank of America estimated that more than $170 billion worth of shares would be changed hands as a result of 625 changes in total to Russell indexes, including the Russell 1000 and Russell 2000.\nPresident Joe Biden announced Thursday that the White House struck an infrastructure deal with a bipartisan group of senators. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. The framework will include $579 billion in new spending on transportation like roads, bridges and rail, electric vehicle infrastructure and electric transit, among other things.\nThe stock market came back from last week’s swoon induced by worries about a tighter Federal Reserve. Last week, the Dow fell 3.5% and the S&P 500 shed 1.9% as the Fed moved up its timeline for interest-rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938384895,"gmtCreate":1662560863418,"gmtModify":1676537088382,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938384895","repostId":"1192523766","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072982756,"gmtCreate":1657939248575,"gmtModify":1676536085392,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072982756","repostId":"1198433593","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018886274,"gmtCreate":1649026735128,"gmtModify":1676534436059,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>This it's it","listText":"<a href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>This it's it","text":"$Starbucks(SBUX)$This it's it","images":[{"img":"https://community-static.tradeup.com/news/25564f94c8c345c432e6512cc2b1d2de","width":"1125","height":"4212"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018886274","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152290253,"gmtCreate":1625293760772,"gmtModify":1703740134604,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152290253","repostId":"1188153141","repostType":4,"repost":{"id":"1188153141","kind":"news","pubTimestamp":1625276221,"share":"https://ttm.financial/m/news/1188153141?lang=&edition=fundamental","pubTime":"2021-07-03 09:37","market":"us","language":"en","title":"Suze Orman worries about a market crash — here's what you should do","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153141","media":"MoneyWise","summary":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for th","content":"<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p>\n<p>That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p>\n<p>And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p>\n<p>Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p>\n<p><b>What does Suze Orman think?</b></p>\n<p><img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p>\n<p>Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p>\n<p>“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p>\n<p>While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p>\n<p>And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p>\n<p>What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p>\n<p>“This reminds me of 2000 all over again,” Orman says.</p>\n<p><b>The Buffett Indicator</b></p>\n<p><img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p>\n<p>One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p>\n<p>But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p>\n<p>And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p>\n<p>How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p>\n<p>Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p>\n<p><b>1. Buy low</b></p>\n<p>Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p>\n<p>“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p>\n<p>She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p>\n<p>Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p>\n<p><b>2. Invest on a schedule</b></p>\n<p><img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p>\n<p>While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p>\n<p>She wants casual investors to not get caught up in the daily ups and downs of the market.</p>\n<p>In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p>\n<p>“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p>\n<p>She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p>\n<p>This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p>\n<p>There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p>\n<p><b>3. Diversify with fractional shares</b></p>\n<p>To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p>\n<p>Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p>\n<p>With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p>\n<p>“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p>\n<p>“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p>\n<p><b>What else you can do</b></p>\n<p><img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p>\n<p>Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p>\n<p>First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p>\n<p>Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p>\n<p>That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p>\n<p>If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p>\n<p>While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p>","source":"lsy1621813427262","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>Suze Orman worries about a market crash — here's what you should do</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\">\nSuze Orman worries about a market crash — here's what you should do\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153141","content_text":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.\nAnd a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.\nHere’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.\nWhat does Suze Orman think?\nMediapunch/Shutterstock\nSuze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.\n“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”\nWhile investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.\nAnd even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.\nWhat's more, she feels it’s just been too long since the last crash to stay this high much longer.\n“This reminds me of 2000 all over again,” Orman says.\nThe Buffett Indicator\nLarry W Smith/EPA/Shutterstock\nOne metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.\nBut the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.\nAnd those in the know are wondering if it's a sign that we’re about to see a hard fall.\nHow to prepare for a crashFreedomz / Shutterstock\nOrman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.\n1. Buy low\nPart of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.\n“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”\nShe points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.\nBecause you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.\n2. Invest on a schedule\nkatjen / Shutterstock\nWhile she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.\nShe wants casual investors to not get caught up in the daily ups and downs of the market.\nIn fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.\n“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”\nShe suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.\nThis kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.\nThere are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.\n3. Diversify with fractional shares\nTo help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.\nOrman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.\nWith the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.\n“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”\n“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”\nWhat else you can do\ngoodluz / Shutterstock\nWhether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.\nFirst, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.\nThen, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.\nThat will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.\nIf you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.\nWhile everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804625180,"gmtCreate":1627955059840,"gmtModify":1703498489968,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804625180","repostId":"1196431673","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802569793,"gmtCreate":1627788801912,"gmtModify":1703495893112,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Looking forward to it","listText":"Looking forward to it","text":"Looking forward to it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802569793","repostId":"1122171439","repostType":4,"repost":{"id":"1122171439","kind":"news","pubTimestamp":1627786350,"share":"https://ttm.financial/m/news/1122171439?lang=&edition=fundamental","pubTime":"2021-08-01 10:52","market":"us","language":"en","title":"Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1122171439","media":"InvestorPlace","summary":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.Alphabet just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow  grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.On July 27, Alphabet, the pa","content":"<blockquote>\n GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n</blockquote>\n<p><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.</p>\n<p>On July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.</p>\n<p>That implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.</p>\n<p>Of course, this assumes that advertising growth — and the economy in general — stay red hot.</p>\n<p><b>Estimating Google’s FCF</b></p>\n<p>But more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.</p>\n<p>I think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.</p>\n<p>So, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,<i>Seeking Alpha</i>shows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.</p>\n<p>We should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.</p>\n<p><b>What GOOG Stock Is Now Worth</b></p>\n<p>One way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen on<i>Seeking Alpha’s</i>historical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.</p>\n<p>First, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according to<i>Yahoo! Finance</i>, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.</p>\n<p>Next, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.</p>\n<p><b>What To Do With GOOG Stock</b></p>\n<p>In other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.</p>\n<p>For example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.</p>\n<p>I don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.</p>\n<p>Bottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow</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\">\nAlphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results,...</p>\n\n<a href=\"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","09086":"华夏纳指-U","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌"},"source_url":"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122171439","content_text":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.\nOn July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.\nThat implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.\nOf course, this assumes that advertising growth — and the economy in general — stay red hot.\nEstimating Google’s FCF\nBut more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.\nI think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.\nSo, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,Seeking Alphashows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.\nWe should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.\nWhat GOOG Stock Is Now Worth\nOne way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen onSeeking Alpha’shistorical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.\nFirst, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according toYahoo! Finance, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.\nNext, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.\nWhat To Do With GOOG Stock\nIn other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.\nFor example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.\nI don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.\nBottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145277095,"gmtCreate":1626227942917,"gmtModify":1703755910355,"author":{"id":"3581588580582295","authorId":"3581588580582295","name":"ccwak","avatar":"https://static.tigerbbs.com/e2c4dcd8ddd9252c9df87157a3c16580","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588580582295","authorIdStr":"3581588580582295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145277095","repostId":"2151121595","repostType":4,"repost":{"id":"2151121595","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":1626226829,"share":"https://ttm.financial/m/news/2151121595?lang=&edition=fundamental","pubTime":"2021-07-14 09:40","market":"sh","language":"en","title":"China lowers yuan midpoint to 3-week low; CFETS basket index at highest since 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2151121595","media":"Reuters","summary":"SHANGHAI, July 14 (Reuters) - China's central bank on Wednesday set its official yuan midpoint at a ","content":"<p>SHANGHAI, July 14 (Reuters) - China's central bank on Wednesday set its official yuan midpoint at a near three-week low, while its value against its major trading partners jumped to the highest since early 2016.</p>\n<p>The People's Bank of China (PBOC) set the midpoint&nbsp;at 6.4806 yuan per dollar prior to the market open, 49 pips, weaker than the previous fix of 6.4757. It was the weakest since June 24.</p>\n<p>The weaker fixing, however, has pushed China's trade-weighted yuan basket index to 98.45, the highest since March 16, 2016, according to Reuters' calculation based on official data.</p>\n<p>(Reporting by Winni Zhou and Andrew Galbraith; Editing by Himani Sarkar)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China lowers yuan midpoint to 3-week low; CFETS basket index at highest since 2016</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\">\nChina lowers yuan midpoint to 3-week low; CFETS basket index at highest since 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-14 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, July 14 (Reuters) - China's central bank on Wednesday set its official yuan midpoint at a near three-week low, while its value against its major trading partners jumped to the highest since early 2016.</p>\n<p>The People's Bank of China (PBOC) set the midpoint&nbsp;at 6.4806 yuan per dollar prior to the market open, 49 pips, weaker than the previous fix of 6.4757. It was the weakest since June 24.</p>\n<p>The weaker fixing, however, has pushed China's trade-weighted yuan basket index to 98.45, the highest since March 16, 2016, according to Reuters' calculation based on official data.</p>\n<p>(Reporting by Winni Zhou and Andrew Galbraith; Editing by Himani Sarkar)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151121595","content_text":"SHANGHAI, July 14 (Reuters) - China's central bank on Wednesday set its official yuan midpoint at a near three-week low, while its value against its major trading partners jumped to the highest since early 2016.\nThe People's Bank of China (PBOC) set the midpoint at 6.4806 yuan per dollar prior to the market open, 49 pips, weaker than the previous fix of 6.4757. It was the weakest since June 24.\nThe weaker fixing, however, has pushed China's trade-weighted yuan basket index to 98.45, the highest since March 16, 2016, according to Reuters' calculation based on official data.\n(Reporting by Winni Zhou and Andrew Galbraith; Editing by Himani Sarkar)","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}