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Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?

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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":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"us","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\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\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":373101547,"gmtCreate":1618827724589,"gmtModify":1704715437050,"author":{"id":"3581725660438821","authorId":"3581725660438821","name":"vmvm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581725660438821","authorIdStr":"3581725660438821"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373101547","repostId":"2128525488","repostType":4,"repost":{"id":"2128525488","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":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"us","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\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\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377160438,"gmtCreate":1619506186424,"gmtModify":1704725081162,"author":{"id":"3581725660438821","authorId":"3581725660438821","name":"vmvm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581725660438821","authorIdStr":"3581725660438821"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377160438","repostId":"1139360396","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371061388,"gmtCreate":1618893187744,"gmtModify":1704716470570,"author":{"id":"3581725660438821","authorId":"3581725660438821","name":"vmvm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581725660438821","authorIdStr":"3581725660438821"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371061388","repostId":"1156554644","repostType":4,"repost":{"id":"1156554644","kind":"news","pubTimestamp":1618889564,"share":"https://ttm.financial/m/news/1156554644?lang=&edition=fundamental","pubTime":"2021-04-20 11:32","market":"us","language":"en","title":"Peloton Stock Fell After Treadmill Warning. Wall Street Sees a Chance to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1156554644","media":"MarketWatch","summary":"PelotonInteractive is fighting a U.S. regulatory warning about the safety of its treadmills after a deadly accident involving a child. Analysts say a drop in the stock price that followed the news represents a buying opportunity.Last week, the Consumer Product Safety Commission said people should stop using Peloton’s Tread+ machine if they had small children or pets at home, asking the exercise equipment maker to recall the product.Peloton on Saturday called the warning “inaccurate and misleadin","content":"<p>PelotonInteractive is fighting a U.S. regulatory warning about the safety of its treadmills after a deadly accident involving a child. Analysts say a drop in the stock price that followed the news represents a buying opportunity.</p>\n<p>Last week, the Consumer Product Safety Commission said people should stop using Peloton’s Tread+ machine if they had small children or pets at home, asking the exercise equipment maker to recall the product.Peloton on Saturday called the warning “inaccurate and misleading.”</p>\n<p>Shares of Peloton (ticker: PTON) tumbled 9.6% on Monday. They are down more than 30% this year compared with a 10.7% gain in the S&amp;P 500.</p>\n<p>The regulator cited 39 incidents, including the death, saying it believes the treadmill poses serious risks to children for abrasions, fractures, and death. It urged people who have children at home to stop using the machine.</p>\n<p>On Saturday, Peloton said there was no reason to stop using it, adding that children under 16 years old should not use it and that owners should keep children and pets away from it.</p>\n<p>Stifel analyst Scott Devitt confirmed his Buy rating on the stock and his target of $170 for the share price, saying the decline is a chance to buy.</p>\n<p>“While we don’t believe the event will have lasting consequences for the company, the timing of it isn’t great given the short-term vulnerability the stock has to increased human mobility,” he said in a note.</p>\n<p>Peloton, best known for its nearly $2,000 stationary bicycles and subscription spinning classes, won over customers in the past year because the closing of gyms and exercise studios as a result of the pandemic have forced people to work out from home. Perhaps because of the surge in popularity, the company also has struggled to keep up with demand, pledging to spend millions to speed up shipping and delivery.</p>\n<p>Now, the concern iswhether Peloton can hold on to its popularityas gyms reopen. Wall Street remains positive.</p>\n<p>JP Morgan analyst Doug Anmuth also said the stock-price drop is a buying opportunity, reiterating his Overweight rating on the shares.</p>\n<p>Peloton warned about the accident involving its treadmill last month. It has since taken steps to ensure the safety of the product, Anmuth said in a note. It won’t stop selling or recall the treadmills, he said, and it isn’t expected to delay the introduction of a lower-priced model next month.</p>\n<p>Truist analyst Youssef Squali also kept a Buy rating on Peloton shares, with a $160 price target. The CPSC warning is a “black eye” for the company, but won’t affect revenue and profit, he said.</p>\n<p>His target implies a 52% gain from the current price.</p>\n<p>Squali cited several reasons the CPSC’s warning will have little effect on Peloton’s near-term results. First, he said, it isn’t clear whether Tread+ is more dangerous than other treadmills. He cited CPSC data that 22,500 emergency-room visits were linked to treadmills in 2019. Peloton introduced Tread+ in 2018.</p>\n<p>Second, the analyst said, treadmills are popular, with more than 5 million sold annually. The demand has only increased because of the pandemic.</p>\n<p>Third, Peloton is projecting that treadmills will account for a bigger portion of its equipment sales in the coming year, he said.</p>\n<p><img src=\"https://static.tigerbbs.com/aefdc8867ab6c61f028720fdb373d432\" tg-width=\"663\" tg-height=\"521\"></p>","source":"market_watch","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>Peloton Stock Fell After Treadmill Warning. Wall Street Sees a Chance to Buy</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\">\nPeloton Stock Fell After Treadmill Warning. Wall Street Sees a Chance to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/peloton-stock-falls-after-safety-news-analysts-see-a-chance-to-buy-51618854878?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PelotonInteractive is fighting a U.S. regulatory warning about the safety of its treadmills after a deadly accident involving a child. Analysts say a drop in the stock price that followed the news ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/peloton-stock-falls-after-safety-news-analysts-see-a-chance-to-buy-51618854878?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.marketwatch.com/articles/peloton-stock-falls-after-safety-news-analysts-see-a-chance-to-buy-51618854878?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1156554644","content_text":"PelotonInteractive is fighting a U.S. regulatory warning about the safety of its treadmills after a deadly accident involving a child. Analysts say a drop in the stock price that followed the news represents a buying opportunity.\nLast week, the Consumer Product Safety Commission said people should stop using Peloton’s Tread+ machine if they had small children or pets at home, asking the exercise equipment maker to recall the product.Peloton on Saturday called the warning “inaccurate and misleading.”\nShares of Peloton (ticker: PTON) tumbled 9.6% on Monday. They are down more than 30% this year compared with a 10.7% gain in the S&P 500.\nThe regulator cited 39 incidents, including the death, saying it believes the treadmill poses serious risks to children for abrasions, fractures, and death. It urged people who have children at home to stop using the machine.\nOn Saturday, Peloton said there was no reason to stop using it, adding that children under 16 years old should not use it and that owners should keep children and pets away from it.\nStifel analyst Scott Devitt confirmed his Buy rating on the stock and his target of $170 for the share price, saying the decline is a chance to buy.\n“While we don’t believe the event will have lasting consequences for the company, the timing of it isn’t great given the short-term vulnerability the stock has to increased human mobility,” he said in a note.\nPeloton, best known for its nearly $2,000 stationary bicycles and subscription spinning classes, won over customers in the past year because the closing of gyms and exercise studios as a result of the pandemic have forced people to work out from home. Perhaps because of the surge in popularity, the company also has struggled to keep up with demand, pledging to spend millions to speed up shipping and delivery.\nNow, the concern iswhether Peloton can hold on to its popularityas gyms reopen. Wall Street remains positive.\nJP Morgan analyst Doug Anmuth also said the stock-price drop is a buying opportunity, reiterating his Overweight rating on the shares.\nPeloton warned about the accident involving its treadmill last month. It has since taken steps to ensure the safety of the product, Anmuth said in a note. It won’t stop selling or recall the treadmills, he said, and it isn’t expected to delay the introduction of a lower-priced model next month.\nTruist analyst Youssef Squali also kept a Buy rating on Peloton shares, with a $160 price target. The CPSC warning is a “black eye” for the company, but won’t affect revenue and profit, he said.\nHis target implies a 52% gain from the current price.\nSquali cited several reasons the CPSC’s warning will have little effect on Peloton’s near-term results. First, he said, it isn’t clear whether Tread+ is more dangerous than other treadmills. He cited CPSC data that 22,500 emergency-room visits were linked to treadmills in 2019. Peloton introduced Tread+ in 2018.\nSecond, the analyst said, treadmills are popular, with more than 5 million sold annually. The demand has only increased because of the pandemic.\nThird, Peloton is projecting that treadmills will account for a bigger portion of its equipment sales in the coming year, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109544053,"gmtCreate":1619706977372,"gmtModify":1704271162353,"author":{"id":"3581725660438821","authorId":"3581725660438821","name":"vmvm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581725660438821","authorIdStr":"3581725660438821"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109544053","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=&edition=fundamental","pubTime":"2021-04-20 16:19","market":"us","language":"zh","title":"提醒：五一劳动节A股休市三天，港美股照常交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank&nbsp;holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></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>提醒：五一劳动节A股休市三天，港美股照常交易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：五一劳动节A股休市三天，港美股照常交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-20 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank&nbsp;holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378311063,"gmtCreate":1618999983252,"gmtModify":1704718085586,"author":{"id":"3581725660438821","authorId":"3581725660438821","name":"vmvm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581725660438821","authorIdStr":"3581725660438821"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378311063","repostId":"1125417355","repostType":4,"repost":{"id":"1125417355","kind":"news","pubTimestamp":1618999066,"share":"https://ttm.financial/m/news/1125417355?lang=&edition=fundamental","pubTime":"2021-04-21 17:57","market":"hk","language":"zh","title":"暴跌12%，它才是上海车展最大的亮点！","url":"https://stock-news.laohu8.com/highlight/detail?id=1125417355","media":"原来是凌乐","summary":"毫无疑问，当前的股市进入了疲软期，上涨相当乏力，本来昨前两天新能源汽车板块强势拉升，以为会有一轮像样的反弹行情，结果发现仅仅只是牛市一日游，汽车整车板块今天就开始大幅度下跌，小康股份，更是惨遭跌停。\n","content":"<p>毫无疑问，当前的股市进入了疲软期，上涨相当乏力，本来昨前两天新能源汽车板块强势拉升，以为会有一轮像样的反弹行情，结果发现仅仅只是牛市一日游，汽车整车板块今天就开始大幅度下跌，<a href=\"https://laohu8.com/S/601127\">小康股份</a>，更是惨遭跌停。</p>\n<p>你以为小康是今天全场最惨的崽?</p>\n<p>NO!NO!NO!</p>\n<p>遥远的港股不甘寂寞，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>非要跌穿10%，证明在造车这一块，我是认真的！</p>\n<p><img src=\"https://static.tigerbbs.com/b55065ddf25ac367e2ddb5a546c3a743\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/00708\">恒大汽车</a>？何许人也？竟敢抢了小康跌停的风光，我们必须一探究竟。</p>\n<p>查看恒大汽车的年报，原来是医疗美容业的龙头，健康管理行业的翘楚，汽车板块营收占比1.2%的恒大汽车，去年营收154亿，亏损76.6亿，市值超过5000亿的新能源汽车巨头，恒大汽车，失敬失敬!</p>\n<p><img src=\"https://static.tigerbbs.com/eb68275eeeb27c95981751ba3e4f3394\" tg-width=\"1080\" tg-height=\"832\" referrerpolicy=\"no-referrer\"></p>\n<p>关注凌乐的朋友都知道啊，车展是一个重要的节点，上次成都车展，我们上车了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，股价随后一路飞升，这次上海车展，亮点可就更多了，你只关注到了有人车顶维权，却忽视了还有人在车底解密，故事可是相当的精彩。</p>\n<p><b>01、上海车展最靓的崽儿</b></p>\n<p>你以为车展是这样的，琳琅满目的车，想怎么看就怎么看，想怎么摸就怎么摸！</p>\n<p><img src=\"https://static.tigerbbs.com/7eeee5df21f622ea3fddcb3c7a898d04\" tg-width=\"1080\" tg-height=\"1054\" referrerpolicy=\"no-referrer\"></p>\n<p>一边还有模特介绍，一边还能把玩各种车型，亲身感受新能源汽车的魅力。</p>\n<p><img src=\"https://static.tigerbbs.com/84ea3e1266c4bd10062ef1685d6743d6\" tg-width=\"1080\" tg-height=\"1035\" referrerpolicy=\"no-referrer\"></p>\n<p>最不济的，就算不让你上车，也得让你围着车拍拍照，窥探一下内部构造，抚摸一下外部设计。</p>\n<p><img src=\"https://static.tigerbbs.com/99ff342cc8831abd2271a55560b657b7\" tg-width=\"953\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p>\n<p>但偏偏有一个品牌占地格外大，车型格外多，唯一的问题就是车在台上，你在台下，只能听着主持人的瞎BB，不可近距离把玩，这可让一众老爷们火急火燎，门票都买了，你跟我说这个？裤子都脱了你让我上床斗地主？斗地主也少了一个人不是。</p>\n<p><img src=\"https://static.tigerbbs.com/e1da2c316d2da3d0a3ff245014e598cd\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p>\n<p>就算在后来的展台展览的时候，也是画出一个圈，几十个员工负责认真讲解，这次车展保安数量最多的绝对不是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，而是恒大汽车。但凡你靠近5米之内，至少有三个服务人员上来对你进行贴身服务，朋友，想玩车？我们聊聊？想看内饰？你听我吹！</p>\n<p><img src=\"https://static.tigerbbs.com/52eff191f3280f91458f240bbd31b6ce\" tg-width=\"1080\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>我凌乐也是看过无数车展的人，上至千万豪车，下至三轮小电动，车展上那是阅车无数，恒大这一波只可远观不可亵玩的操作还是让我惊呆，你至少放几个记者和自媒体大V进去拍照吧，一直在擦车是什么鬼操作？</p>\n<p>别说<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>允许上去把玩，就算是奔驰、宝马还没落地的概念车，也是允许你去趴在窗户上偷窥不是，恒大是为何连三步之内都不可靠近，展台上东方雄狮，傲视全球的字样格外晃眼。</p>\n<p>思索了一阵，我明白了，一定是恒大技术水平太高，谨防商业窃密，才无奈的把所有的玻璃都装上了纯黑玻璃膜，设置围台，严防死守。</p>\n<p>毕竟左边就是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，右边还有奔驰奥迪，作为掌握了核心技术的国产技术，每一步都得步步为营，深深为业界良心所感动。</p>\n<p>但饶是这般警惕，还是被不法之徒钻了漏，有微博大V竟然敢偷拍恒驰裙底风光，并且公之于众。</p>\n<p><img src=\"https://static.tigerbbs.com/fecd79a8abbb8f634520fa1c356485b7\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p>\n<p>尽管我做好了心理准备，但看到底盘的时候，我还是有些错愕，大家都知道，新能源汽车的电池都是放在底盘的，所以底部都很平整，但再怎么平整，也是有汽车悬挂的，而恒驰，空空如也，什么都没有。</p>\n<p>那一刻我又悟了，恒大这是走在了时代的前沿，提前研发了空气悬挂，甚至反重力悬挂，智商太低的人都看不到，只有智商超过250，才能感受到虚空悬挂的魅力。</p>\n<p>看完恒大的车展，我突然觉得一切都索然无味，当小米、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、大疆还在疯狂投资新能源汽车之时，恒大早已走在时代的前面，技术水平独一档，有生之年根本不可能超越，唯有那位下周回国的传奇人士，还可一较高低，恒驰，注定是新能源汽车进化的终局。我奉劝那些投入巨额资金搞研发的公司早早意识到境界的差距。</p>\n<p><b>02、恒大汽车值5000亿？</b></p>\n<p>你以为今天恒大汽车暴跌是崩盘的起点吗？</p>\n<p>单纯，5000亿市值只是恒大汽车长牛的起点，今天的大跌在恒大的进程中只是小幅度回调，大跌12%之后，市值仍然高达5000亿港元。</p>\n<p>查看恒大汽车的股价走势，无论是K线走势，还是成交量，都很奇怪，凌乐作为资深老股民，看过无数K线，一般来说，股价的上涨一定是伴随着基本面的成长，而恒大汽车的基本面没什么变化，但股价平地而起，强行拉升了两波，把市值做大了20倍。</p>\n<p>一般来说股价上涨必然伴随着成交量放大，恒大汽车却没有，成交量比去年7月还要小得多，现在每天的成交量才一两亿，同样市值且同样在港股上市的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>每天的成交量却高达十几亿，甚至上百亿。</p>\n<p>这都不能算无形的手在控制市值，都快变成有形的手了，用股票术语来说，就是主力控盘度太高。</p>\n<p>那谁是主力呢？谁又在跟盘炒作？</p>\n<p>但凡你认真的去搜一下恒大汽车的口碑，那必定是好评如潮，技惊四座，谁敢说恒大汽车有问题，我传媒界第一个不服，直接搜索恒大汽车的新闻，密密麻麻15万条，都是传媒界客观真实的评价。中国好车、高光时刻、引领未来的呼唤不绝于耳。</p>\n<p><img src=\"https://static.tigerbbs.com/5322b383ed31c4613cc06e7259e24a46\" tg-width=\"448\" tg-height=\"392\" referrerpolicy=\"no-referrer\"></p>\n<p>网上总有人传闻恒大水军多，这就是一个巨大的误解，民族品牌，不请水军，走的是扎扎实实的技术路线，怎么可能走舆论路线。</p>\n<p>蔚蓝的海洋上只有海军！</p>\n<p><b>03</b></p>\n<p><b>什么才是真正的资产？</b></p>\n<p>那么问题来了，恒大的技术为什么这么强？是什么因素导致其市值奇高，社会反响好得离谱？</p>\n<p>其实一说起恒大，我脑海中第一个想到的是去年9月被辟谣的《恳请支持报告》，简单总结一下。</p>\n<p>至广东省人民政府：</p>\n<p>2016年，为了响应供给侧改革，在你们的指导之下，要我借壳深深房在A股上市，然后深深房给我投资，拉我一把，本来我恒大和深圳市政府、证监会主管部门都谈得好好的，结果后来证监会这群人死活不让我通过。</p>\n<p>拖了一年多之后，我自己去找了民间投资（战略投资）搞了1300亿，但这群民间投资是有条件的啊，就是在2021年1月31日前如果我还没有借壳深深房上市，就要还这1300亿，还要加上利息137亿，我肯定是还不起的。</p>\n<p>我不管，再不让我上市我就要死了，到目前为止，我一共欠了8355亿，涉及128加银行，我如果死了，哼哼，一个都别想跑，上下游8441家企业，229个城市项目，331万人将失业，61.7万套房还没有交付，会影响204万业主。</p>\n<p>时间紧迫，你赶紧去跟证监会那群人说一说，再不上市我就要凉了。感谢，特此附上我借钱的金融机构以及每一家欠多少钱。</p>\n<p>看完恒大辟谣的第一瞬间，我对这个仿造者的水平感到震惊，内容之详尽，与事实之贴合程度，文件的行文风格和语气，跟恒大竟是分毫不差，最重要的是，被辟谣的文件还有公章，而辟谣文件连公章都没有，到底哪个是真的，我也迷茫了。</p>\n<p>如今这个时间节点，早已过了恒大还债的时间点，恒大已经开始探索新的项目了，比如——用恒大汽车的股权，置换地产项目给恒大集团，募资260亿港元。</p>\n<p>是不是没看懂？恒大地产？恒大汽车？股权置换？这是什么神操作？恒大汽车的股票还能这么玩？</p>\n<p>据财新调研，这笔股权交易的实质是恒大汽车实控人许家印与陈华商议，由陈华出让京基地产在建项目“京基御景荟都”给恒大地产，所得资金用于定增，换取恒大汽车上述份额的股权。</p>\n<p>用恒大汽车没什么成交量的股权换深圳260亿货真价实的地产，怎么看都觉得是京基地产亏了，恒大爆赚。</p>\n<p>你以为恒驰汽车是恒大汽车的产品，其实恒大汽车股票才是赚钱的产品，你们这些Diss恒驰的，只站在了第一层，恒大这一波操作，站在大气层。</p>\n<p>在小米、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>纷纷入局实业造车的时候，只有恒大还保持着初心，深耕金融，深耕创新，凌乐最大的期望就是恒大汽车能远销海外，卖给欧洲、卖给美国，如果有一天能与美国的FF法拉第未来一教高下，也不失为一桩美谈！</p>","source":"lsy1570673087328","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>暴跌12%，它才是上海车展最大的亮点！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n暴跌12%，它才是上海车展最大的亮点！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/llvjYW_VBvzvkRuyNoYn2A><strong>原来是凌乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>毫无疑问，当前的股市进入了疲软期，上涨相当乏力，本来昨前两天新能源汽车板块强势拉升，以为会有一轮像样的反弹行情，结果发现仅仅只是牛市一日游，汽车整车板块今天就开始大幅度下跌，小康股份，更是惨遭跌停。\n你以为小康是今天全场最惨的崽?\nNO!NO!NO!\n遥远的港股不甘寂寞，恒大汽车非要跌穿10%，证明在造车这一块，我是认真的！\n\n恒大汽车？何许人也？竟敢抢了小康跌停的风光，我们必须一探究竟。\n查看...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/llvjYW_VBvzvkRuyNoYn2A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18d663cec1bf148bc063b2f6e74297ca","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/llvjYW_VBvzvkRuyNoYn2A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125417355","content_text":"毫无疑问，当前的股市进入了疲软期，上涨相当乏力，本来昨前两天新能源汽车板块强势拉升，以为会有一轮像样的反弹行情，结果发现仅仅只是牛市一日游，汽车整车板块今天就开始大幅度下跌，小康股份，更是惨遭跌停。\n你以为小康是今天全场最惨的崽?\nNO!NO!NO!\n遥远的港股不甘寂寞，恒大汽车非要跌穿10%，证明在造车这一块，我是认真的！\n\n恒大汽车？何许人也？竟敢抢了小康跌停的风光，我们必须一探究竟。\n查看恒大汽车的年报，原来是医疗美容业的龙头，健康管理行业的翘楚，汽车板块营收占比1.2%的恒大汽车，去年营收154亿，亏损76.6亿，市值超过5000亿的新能源汽车巨头，恒大汽车，失敬失敬!\n\n关注凌乐的朋友都知道啊，车展是一个重要的节点，上次成都车展，我们上车了比亚迪，股价随后一路飞升，这次上海车展，亮点可就更多了，你只关注到了有人车顶维权，却忽视了还有人在车底解密，故事可是相当的精彩。\n01、上海车展最靓的崽儿\n你以为车展是这样的，琳琅满目的车，想怎么看就怎么看，想怎么摸就怎么摸！\n\n一边还有模特介绍，一边还能把玩各种车型，亲身感受新能源汽车的魅力。\n\n最不济的，就算不让你上车，也得让你围着车拍拍照，窥探一下内部构造，抚摸一下外部设计。\n\n但偏偏有一个品牌占地格外大，车型格外多，唯一的问题就是车在台上，你在台下，只能听着主持人的瞎BB，不可近距离把玩，这可让一众老爷们火急火燎，门票都买了，你跟我说这个？裤子都脱了你让我上床斗地主？斗地主也少了一个人不是。\n\n就算在后来的展台展览的时候，也是画出一个圈，几十个员工负责认真讲解，这次车展保安数量最多的绝对不是特斯拉，而是恒大汽车。但凡你靠近5米之内，至少有三个服务人员上来对你进行贴身服务，朋友，想玩车？我们聊聊？想看内饰？你听我吹！\n\n我凌乐也是看过无数车展的人，上至千万豪车，下至三轮小电动，车展上那是阅车无数，恒大这一波只可远观不可亵玩的操作还是让我惊呆，你至少放几个记者和自媒体大V进去拍照吧，一直在擦车是什么鬼操作？\n别说劳斯莱斯允许上去把玩，就算是奔驰、宝马还没落地的概念车，也是允许你去趴在窗户上偷窥不是，恒大是为何连三步之内都不可靠近，展台上东方雄狮，傲视全球的字样格外晃眼。\n思索了一阵，我明白了，一定是恒大技术水平太高，谨防商业窃密，才无奈的把所有的玻璃都装上了纯黑玻璃膜，设置围台，严防死守。\n毕竟左边就是特斯拉，右边还有奔驰奥迪，作为掌握了核心技术的国产技术，每一步都得步步为营，深深为业界良心所感动。\n但饶是这般警惕，还是被不法之徒钻了漏，有微博大V竟然敢偷拍恒驰裙底风光，并且公之于众。\n\n尽管我做好了心理准备，但看到底盘的时候，我还是有些错愕，大家都知道，新能源汽车的电池都是放在底盘的，所以底部都很平整，但再怎么平整，也是有汽车悬挂的，而恒驰，空空如也，什么都没有。\n那一刻我又悟了，恒大这是走在了时代的前沿，提前研发了空气悬挂，甚至反重力悬挂，智商太低的人都看不到，只有智商超过250，才能感受到虚空悬挂的魅力。\n看完恒大的车展，我突然觉得一切都索然无味，当小米、华为、百度、大疆还在疯狂投资新能源汽车之时，恒大早已走在时代的前面，技术水平独一档，有生之年根本不可能超越，唯有那位下周回国的传奇人士，还可一较高低，恒驰，注定是新能源汽车进化的终局。我奉劝那些投入巨额资金搞研发的公司早早意识到境界的差距。\n02、恒大汽车值5000亿？\n你以为今天恒大汽车暴跌是崩盘的起点吗？\n单纯，5000亿市值只是恒大汽车长牛的起点，今天的大跌在恒大的进程中只是小幅度回调，大跌12%之后，市值仍然高达5000亿港元。\n查看恒大汽车的股价走势，无论是K线走势，还是成交量，都很奇怪，凌乐作为资深老股民，看过无数K线，一般来说，股价的上涨一定是伴随着基本面的成长，而恒大汽车的基本面没什么变化，但股价平地而起，强行拉升了两波，把市值做大了20倍。\n一般来说股价上涨必然伴随着成交量放大，恒大汽车却没有，成交量比去年7月还要小得多，现在每天的成交量才一两亿，同样市值且同样在港股上市的比亚迪每天的成交量却高达十几亿，甚至上百亿。\n这都不能算无形的手在控制市值，都快变成有形的手了，用股票术语来说，就是主力控盘度太高。\n那谁是主力呢？谁又在跟盘炒作？\n但凡你认真的去搜一下恒大汽车的口碑，那必定是好评如潮，技惊四座，谁敢说恒大汽车有问题，我传媒界第一个不服，直接搜索恒大汽车的新闻，密密麻麻15万条，都是传媒界客观真实的评价。中国好车、高光时刻、引领未来的呼唤不绝于耳。\n\n网上总有人传闻恒大水军多，这就是一个巨大的误解，民族品牌，不请水军，走的是扎扎实实的技术路线，怎么可能走舆论路线。\n蔚蓝的海洋上只有海军！\n03\n什么才是真正的资产？\n那么问题来了，恒大的技术为什么这么强？是什么因素导致其市值奇高，社会反响好得离谱？\n其实一说起恒大，我脑海中第一个想到的是去年9月被辟谣的《恳请支持报告》，简单总结一下。\n至广东省人民政府：\n2016年，为了响应供给侧改革，在你们的指导之下，要我借壳深深房在A股上市，然后深深房给我投资，拉我一把，本来我恒大和深圳市政府、证监会主管部门都谈得好好的，结果后来证监会这群人死活不让我通过。\n拖了一年多之后，我自己去找了民间投资（战略投资）搞了1300亿，但这群民间投资是有条件的啊，就是在2021年1月31日前如果我还没有借壳深深房上市，就要还这1300亿，还要加上利息137亿，我肯定是还不起的。\n我不管，再不让我上市我就要死了，到目前为止，我一共欠了8355亿，涉及128加银行，我如果死了，哼哼，一个都别想跑，上下游8441家企业，229个城市项目，331万人将失业，61.7万套房还没有交付，会影响204万业主。\n时间紧迫，你赶紧去跟证监会那群人说一说，再不上市我就要凉了。感谢，特此附上我借钱的金融机构以及每一家欠多少钱。\n看完恒大辟谣的第一瞬间，我对这个仿造者的水平感到震惊，内容之详尽，与事实之贴合程度，文件的行文风格和语气，跟恒大竟是分毫不差，最重要的是，被辟谣的文件还有公章，而辟谣文件连公章都没有，到底哪个是真的，我也迷茫了。\n如今这个时间节点，早已过了恒大还债的时间点，恒大已经开始探索新的项目了，比如——用恒大汽车的股权，置换地产项目给恒大集团，募资260亿港元。\n是不是没看懂？恒大地产？恒大汽车？股权置换？这是什么神操作？恒大汽车的股票还能这么玩？\n据财新调研，这笔股权交易的实质是恒大汽车实控人许家印与陈华商议，由陈华出让京基地产在建项目“京基御景荟都”给恒大地产，所得资金用于定增，换取恒大汽车上述份额的股权。\n用恒大汽车没什么成交量的股权换深圳260亿货真价实的地产，怎么看都觉得是京基地产亏了，恒大爆赚。\n你以为恒驰汽车是恒大汽车的产品，其实恒大汽车股票才是赚钱的产品，你们这些Diss恒驰的，只站在了第一层，恒大这一波操作，站在大气层。\n在小米、华为、百度纷纷入局实业造车的时候，只有恒大还保持着初心，深耕金融，深耕创新，凌乐最大的期望就是恒大汽车能远销海外，卖给欧洲、卖给美国，如果有一天能与美国的FF法拉第未来一教高下，也不失为一桩美谈！","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}