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2022-07-14

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Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher

2022-07-13

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Oil Bears Are Back As The Crude Crash Continues

2022-07-12

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Leveraged ETFs Betting Against US Stocks Draw in $1.4 Billion

2022-07-11

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Inflation, Earnings, and Retail Sales: What to Watch This Week

2022-07-11

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U.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect

2022-07-11

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Alibaba's Logistics Model Boosts Operating Margins

2022-07-11

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Alibaba's Logistics Model Boosts Operating Margins

2022-07-10

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Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji

2022-07-09

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US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate

2022-07-08

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@Smartkarma:EM and Asian FX Break Points that Will Inflect Risk

2022-07-08

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US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease

2022-07-07

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Why a Rally in Growth Stocks Could Signal "Peak" Fed Hawkishness Has Passed

2022-07-06

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U.S. Oil Just Tumbled below $100 a Barrel -- What That Says about Recession Fears and Tight Crude Supplies

2022-07-05

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7 Deeply Undervalued Growth Stocks to Buy Now

2022-07-04

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Long, Moderate and Painful: What Next US Recession May Look Like

2022-07-03

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Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems

2022-07-02

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3 Warren Buffett Stocks to Buy Hand Over Fist in July

2022-07-02

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3 Warren Buffett Stocks to Buy Hand Over Fist in July

2022-07-01

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2022-06-30

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@MyrnaNorth:$AMC Entertainment(AMC)$ Holding AMC stock with confidence doesn’t require a belief in memes. Rather, it’s all about the hope of a recovery when the odds are stacked against a company. But heck, if the “Top Gun” sequel was this successful, maybe AMC Entertainment deserves a second act as well. Investors should assess their risk tolerance when considering a position in AMC stock.

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Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”</p><p>The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.</p><p>“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co.</p><p>“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.</p><p><img src=\"https://static.tigerbbs.com/6544da817b130f6caed4282a2e2756e2\" tg-width=\"800\" tg-height=\"387\" width=\"100%\" height=\"auto\"/></p><p>Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.</p><p>“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.</p><p>Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.</p><p>Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.</p><p>Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.</p><p>What Bloomberg Economics Says...</p><blockquote>“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economists</blockquote><p>Brett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.</p><p>“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”</p><p>The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.</p><p>“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”</p><p>Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.</p><p>Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.</p><p>“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”</p><p>The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.</p><p>Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.</p><p>Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.</p><p>“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176756062","content_text":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase & Co.“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.What Bloomberg Economics Says...“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economistsBrett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078654831,"gmtCreate":1657681761023,"gmtModify":1676536045680,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078654831","repostId":"1151362740","repostType":4,"repost":{"id":"1151362740","kind":"news","pubTimestamp":1657678759,"share":"https://ttm.financial/m/news/1151362740?lang=&edition=fundamental","pubTime":"2022-07-13 10:19","market":"fut","language":"en","title":"Oil Bears Are Back As The Crude Crash Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1151362740","media":"Oilprice.com","summary":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increas","content":"<html><head></head><body><ul><li>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.</li><li>While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.</li></ul><p>Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.</p><p>Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.</p><p>Meanwhile, hedge funds are selling their oil, Reuters&#39; John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.</p><p>This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.</p><p>Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.</p><p>The firm&#39;s head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed&#39;s hawking policy as it seeks to tame inflation, and a generally slowing economic growth.</p><p>Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans&#39; views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.</p><p>These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.</p><p>On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom&#39;s ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.</p><p>Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country&#39;s revenues from the commodity.</p><p>&#34;The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,&#34; EBW Analytics researchers said this week, as quoted by Reuters.</p><p>As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.</p><p>On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.</p><p>On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.</p></body></html>","source":"lsy1614844034726","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>Oil Bears Are Back As The Crude Crash Continues</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\">\nOil Bears Are Back As The Crude Crash Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears ...</p>\n\n<a href=\"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151362740","content_text":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.Meanwhile, hedge funds are selling their oil, Reuters' John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.The firm's head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed's hawking policy as it seeks to tame inflation, and a generally slowing economic growth.Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans' views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom's ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country's revenues from the commodity.\"The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,\" EBW Analytics researchers said this week, as quoted by Reuters.As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078088102,"gmtCreate":1657595880706,"gmtModify":1676536032390,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078088102","repostId":"1138390288","repostType":4,"repost":{"id":"1138390288","kind":"news","pubTimestamp":1657610235,"share":"https://ttm.financial/m/news/1138390288?lang=&edition=fundamental","pubTime":"2022-07-12 15:17","market":"us","language":"en","title":"Leveraged ETFs Betting Against US Stocks Draw in $1.4 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1138390288","media":"Bloomberg","summary":"Short S&P 500 fund sees 12 days of inflows, Nasdaq racks fourTraders are piling into exchange-traded","content":"<html><head></head><body><ul><li>Short S&amp;P 500 fund sees 12 days of inflows, Nasdaq racks four</li></ul><p>Traders are piling into exchange-traded funds that bet against US stocks as the risk of recession and disappointment from the upcoming earnings season bolsters bearish sentiment in the market.</p><p>Investors added a net $247.5 million to the ProShares UltraPro Short QQQ ETF (SQQQ) in the latest session tracked by Bloomberg. This was the biggest one-day increase in over a month for the fund -- which is a bet against the tech-heavy Nasdaq 100 -- and the fourth straight day of inflows, which totaled roughly $518 million.</p><p>The bearish bets reach beyond just technology stocks. The $1.6 billion ProShares UltraPro Short S&amp;P 500 ETF (SPXU) has roughly doubled in size since the beginning of June. Investors have poured cash into the fund for 12 straight sessions, with flows totaling $875 million over that time span.</p><p><img src=\"https://static.tigerbbs.com/0f6872505ad7176733fbebb2217bbc90\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>“People are getting more bearish,” said Steve Sosnick. “It is sensible to think that aggressive traders would shift their focus to hedging or speculating on the downside.”</p><p>SQQQ seeks investment returns that correspond to three times the inverse of the daily performance of the Nasdaq 100 index. While the Nasdaq 100 has slumped roughly 27% year-to-date as rising interest rates batter growth prospects for technology stocks, SQQQ has soared over 77%. SPXU, which tracks three times the inverse daily performance of the S&amp;P 500, is up 53% in 2022, compared to the US equity benchmark’s 19% slump.</p><p>Price pressures from the highest US inflation in decades, a wave of monetary tightening and the risk of a slowing global economy continue to keep investors bearish, even after an $18 trillion first-half wipeout in global equities. Morgan Stanley’s chief US equity strategist forecasts the S&amp;P 500 could fall to 3,000 in a recession. That’s a 22% downside from current levels.</p><p>“Buying the dips hasn’t been working. And when it has worked, it’s generally been for a short period of time. Smart traders adapt if they want to stay in the game,” Sosnick said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Leveraged ETFs Betting Against US Stocks Draw in $1.4 Billion</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\">\nLeveraged ETFs Betting Against US Stocks Draw in $1.4 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 15:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/markets/fixed-income><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short S&P 500 fund sees 12 days of inflows, Nasdaq racks fourTraders are piling into exchange-traded funds that bet against US stocks as the risk of recession and disappointment from the upcoming ...</p>\n\n<a href=\"https://www.bloomberg.com/markets/fixed-income\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"https://www.bloomberg.com/markets/fixed-income","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138390288","content_text":"Short S&P 500 fund sees 12 days of inflows, Nasdaq racks fourTraders are piling into exchange-traded funds that bet against US stocks as the risk of recession and disappointment from the upcoming earnings season bolsters bearish sentiment in the market.Investors added a net $247.5 million to the ProShares UltraPro Short QQQ ETF (SQQQ) in the latest session tracked by Bloomberg. This was the biggest one-day increase in over a month for the fund -- which is a bet against the tech-heavy Nasdaq 100 -- and the fourth straight day of inflows, which totaled roughly $518 million.The bearish bets reach beyond just technology stocks. The $1.6 billion ProShares UltraPro Short S&P 500 ETF (SPXU) has roughly doubled in size since the beginning of June. Investors have poured cash into the fund for 12 straight sessions, with flows totaling $875 million over that time span.“People are getting more bearish,” said Steve Sosnick. “It is sensible to think that aggressive traders would shift their focus to hedging or speculating on the downside.”SQQQ seeks investment returns that correspond to three times the inverse of the daily performance of the Nasdaq 100 index. While the Nasdaq 100 has slumped roughly 27% year-to-date as rising interest rates batter growth prospects for technology stocks, SQQQ has soared over 77%. SPXU, which tracks three times the inverse daily performance of the S&P 500, is up 53% in 2022, compared to the US equity benchmark’s 19% slump.Price pressures from the highest US inflation in decades, a wave of monetary tightening and the risk of a slowing global economy continue to keep investors bearish, even after an $18 trillion first-half wipeout in global equities. Morgan Stanley’s chief US equity strategist forecasts the S&P 500 could fall to 3,000 in a recession. That’s a 22% downside from current levels.“Buying the dips hasn’t been working. And when it has worked, it’s generally been for a short period of time. Smart traders adapt if they want to stay in the game,” Sosnick said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071816140,"gmtCreate":1657508192280,"gmtModify":1676536016673,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071816140","repostId":"2250672431","repostType":4,"repost":{"id":"2250672431","kind":"highlight","pubTimestamp":1657494031,"share":"https://ttm.financial/m/news/2250672431?lang=&edition=fundamental","pubTime":"2022-07-11 07:00","market":"us","language":"en","title":"Inflation, Earnings, and Retail Sales: What to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250672431","media":"Yahoo Finance","summary":"Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week wil","content":"<html><head></head><body><p>Financial markets have been preoccupied with one idea in recent weeks: recession.</p><p>The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that could tip the economy into recession.</p><p>Friday&#39;s June jobs report cast doubt on the imminence of a wholesale downturn in the US economy. Last month, the US economy added 372,000 jobs while the unemployment rate held steady at 3.6%.</p><p>&#34;The strong 372,000 gain in non-farm payrolls in June appears to make a mockery of claims the economy is heading into, let alone already in, a recession,&#34; said Andrew Hunter, senior US economist at Capital Economics.</p><p>Following this report, investors and economists were in broad agreement that continued strength in the labor market sets the table for another 0.75% interest rate increase from the Federal Reserve later this month. In the week ahead, investor attention will turn to Wednesday morning&#39;s inflation data for more clarity on this issue.</p><p>Economists estimate headline inflation rose 8.8% last month, an increase that would be the highest since December 1981, and the hottest inflation reading of this current cycle. Ethan Harris and the economics team at Bank of America Global Research notice a more than 7% monthly increase in energy inflation pushing this data to another high.</p><p>This reading on inflation, however, will come as energy and commodity prices have shown signs of moderating in recent weeks. Crude oil is down over 12% in the last month, while the price of commodities like corn, soybeans, and wheat were down over 20% through last Wednesday.</p><p>Some analysts suggested recession fears and high prices have begun to result in demand destruction. Though analysts at JPMorgan noted last week that since 1965 oil demand has declined in just 10 years, and even increased during the recession of 1991.</p><p>Harris and his team also wrote last week that whether the economy is in recession or not is &#34;beside the point.&#34;</p><p>&#34;While underlying economic momentum may very well be stronger than the headline GDP data indicate, complicating the &#39;recession&#39; question, it seems clear that US economic momentum has slowed,&#34; Harris wrote.</p><p>And the calendar this week will offer investor further checks on just how much this slowdown is weighing on businesses and consumers, with the June retail sales report out Friday morning and updates on industrial production and consumer sentiment that same day serving as highlights.</p><p>The week ahead will also bring the start of second quarter earnings season, with the usual early reporters from the financial sector getting things underway.</p><p>JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are among the big banks set to release results, while typical early season reporters like PepsiCo (PEP) and Delta Air Lines (DAL) will also be closely watched for signs of either resilience or softening among US consumers.</p><p>JP Morgan CEO Jamie Dimon speaks at the Boston College Chief Executives Club luncheon in Boston, Massachusetts, U.S., November 23, 2021. REUTERS/Brian SnyderBrian Snyder / reuters</p><p>Investors will also keep a close eye on the Treasury yield curve, where the 2-year yield trades above the 10-year yield, an inversion that has historically preceded recessions. On Friday, the 2-year yield settled at 3.03% while 10-year yield stood at 3.01%.</p><p>Meanwhile, stocks rallied last week as investors continue to try and repair the portfolio damage suffered during the worst first six months to a year since at least 1970.</p><p>Yet the recent rebound in markets has been met with trepidation amid suggestions this turnaround could signal the start of something bigger.</p><p>The 2-year yield settled above the 10-year yield on Friday, marking the first weekly settlement of an inverted yield curve since the summer of 2019. (Source: FRED)</p><p>Mark Newton, head of technical strategy at Fundstrat, wrote in a note to clients on Friday that, &#34;technically, markets look to be at resistance.&#34;</p><p>&#34;While July could prove choppy in the weeks ahead, it’s still more likely than not that a move down to new lows for 2022 happens into late July given evidence of rates turning back higher while the Dollar remains quite strong,&#34; Newton wrote. &#34;While I remain a buyer on weakness, it&#39;s hard for me to have faith in this near-term recovery given lack of participation and weak upward breadth thrust thus far. One should remain defensive over the next 2-3 weeks until this churning runs its course.&#34;</p><h3>Economic Calendar</h3><p><b>Monday: </b></p><p><b>Tuesday: NFIB Small Business Optimism, June </b>(93.2 previously)</p><p><b>Wednesday: Consumer price index, June, YoY </b>(+8.8% expected, +8.6% previously);<b> Core CPI, June, YoY </b>(+5.8% expected, +6% previously); <b>CPI, June, MoM </b>(+1.1% expected, +1% previously);<b> Core CPI, June, MoM </b>(+0.6% expected, +0.6% previously); <b>Federal Reserve Beige Book</b></p><p><b>Thursday: Initial jobless claims </b>(235,000 previously)</p><p><b>Friday: Retail sales, June </b>(+0.9% expected, -0.3% previously);<b> Retail sales, control group, June </b>(No growth expected, +0.1% previously);<b> Empire State manufacturing index, July </b>(-2.6 expected, -1.2 previously);<b> Producer price index, June, MoM </b>(+0.8% expected, +0.8% previously); <b>Import price index, June, MoM </b>(+0.7% expected, +0.6% previously);<b> Industrial production, June </b>(No growth expected, +0.1% previously);<b> Capacity utilization, June </b>(80.2% expected, 80.8% previously); <b>University of Michigan consumer sentiment, preliminary reading, July </b>(49 expected, 50 previously)</p><h3>Earnings Calendar</h3><h3><img src=\"https://static.tigerbbs.com/232bb95cad2c6ce3dda94e126cbae636\" tg-width=\"2044\" tg-height=\"1194\" width=\"100%\" height=\"auto\"/></h3><h3>Monday:</h3><p>Before Market Open: No notable companies expected to report.</p><p>After Market Close: No notable companies expected to report.</p><h3>Tuesday:</h3><p>Before Market Open: <b>PepsiCo</b> (PEP)</p><p>After Market Close: <i>No notable companies expected to report. </i></p><h3>Wednesday:</h3><p>Before Market Open: <b>Fastenal</b> (FAST); <b>Delta Air Lines</b> (DAL)</p><p>After Market Close: <i>No notable companies expected to report.</i></p><h3>Thursday:</h3><p>Before Market Open: <b>JPMorgan Chase</b> (JPM); <b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a></b> (MS); <b>Conagra</b> (CAG), <b><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b> (FRC); <b>Cintas</b> (CTAS)</p><p>After Market Close: <b>American Outdoor Brands</b> (AOUT)</p><h3>Friday:</h3><p>Before Market Open: <b>Wells Fargo</b> (WFC); <b>BlackRock</b> (BLK); <b>Citigroup</b> (C); <b>BNY Mellon</b> (BK); <b>UnitedHealth</b> (UNH); <b>Progressive</b> (PGR); <b>US Bancorp</b> (USB); <b>State Street</b> (STT); <b>PNC Financial</b> (PNC)</p><p>After Market Close: <i>No notable companies expected to report.</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>Inflation, Earnings, and Retail Sales: What to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation, Earnings, and Retail Sales: What to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","PEP":"百事可乐","WFC":"富国银行","DAL":"达美航空"},"source_url":"https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250672431","content_text":"Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that could tip the economy into recession.Friday's June jobs report cast doubt on the imminence of a wholesale downturn in the US economy. Last month, the US economy added 372,000 jobs while the unemployment rate held steady at 3.6%.\"The strong 372,000 gain in non-farm payrolls in June appears to make a mockery of claims the economy is heading into, let alone already in, a recession,\" said Andrew Hunter, senior US economist at Capital Economics.Following this report, investors and economists were in broad agreement that continued strength in the labor market sets the table for another 0.75% interest rate increase from the Federal Reserve later this month. In the week ahead, investor attention will turn to Wednesday morning's inflation data for more clarity on this issue.Economists estimate headline inflation rose 8.8% last month, an increase that would be the highest since December 1981, and the hottest inflation reading of this current cycle. Ethan Harris and the economics team at Bank of America Global Research notice a more than 7% monthly increase in energy inflation pushing this data to another high.This reading on inflation, however, will come as energy and commodity prices have shown signs of moderating in recent weeks. Crude oil is down over 12% in the last month, while the price of commodities like corn, soybeans, and wheat were down over 20% through last Wednesday.Some analysts suggested recession fears and high prices have begun to result in demand destruction. Though analysts at JPMorgan noted last week that since 1965 oil demand has declined in just 10 years, and even increased during the recession of 1991.Harris and his team also wrote last week that whether the economy is in recession or not is \"beside the point.\"\"While underlying economic momentum may very well be stronger than the headline GDP data indicate, complicating the 'recession' question, it seems clear that US economic momentum has slowed,\" Harris wrote.And the calendar this week will offer investor further checks on just how much this slowdown is weighing on businesses and consumers, with the June retail sales report out Friday morning and updates on industrial production and consumer sentiment that same day serving as highlights.The week ahead will also bring the start of second quarter earnings season, with the usual early reporters from the financial sector getting things underway.JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are among the big banks set to release results, while typical early season reporters like PepsiCo (PEP) and Delta Air Lines (DAL) will also be closely watched for signs of either resilience or softening among US consumers.JP Morgan CEO Jamie Dimon speaks at the Boston College Chief Executives Club luncheon in Boston, Massachusetts, U.S., November 23, 2021. REUTERS/Brian SnyderBrian Snyder / reutersInvestors will also keep a close eye on the Treasury yield curve, where the 2-year yield trades above the 10-year yield, an inversion that has historically preceded recessions. On Friday, the 2-year yield settled at 3.03% while 10-year yield stood at 3.01%.Meanwhile, stocks rallied last week as investors continue to try and repair the portfolio damage suffered during the worst first six months to a year since at least 1970.Yet the recent rebound in markets has been met with trepidation amid suggestions this turnaround could signal the start of something bigger.The 2-year yield settled above the 10-year yield on Friday, marking the first weekly settlement of an inverted yield curve since the summer of 2019. (Source: FRED)Mark Newton, head of technical strategy at Fundstrat, wrote in a note to clients on Friday that, \"technically, markets look to be at resistance.\"\"While July could prove choppy in the weeks ahead, it’s still more likely than not that a move down to new lows for 2022 happens into late July given evidence of rates turning back higher while the Dollar remains quite strong,\" Newton wrote. \"While I remain a buyer on weakness, it's hard for me to have faith in this near-term recovery given lack of participation and weak upward breadth thrust thus far. One should remain defensive over the next 2-3 weeks until this churning runs its course.\"Economic CalendarMonday: Tuesday: NFIB Small Business Optimism, June (93.2 previously)Wednesday: Consumer price index, June, YoY (+8.8% expected, +8.6% previously); Core CPI, June, YoY (+5.8% expected, +6% previously); CPI, June, MoM (+1.1% expected, +1% previously); Core CPI, June, MoM (+0.6% expected, +0.6% previously); Federal Reserve Beige BookThursday: Initial jobless claims (235,000 previously)Friday: Retail sales, June (+0.9% expected, -0.3% previously); Retail sales, control group, June (No growth expected, +0.1% previously); Empire State manufacturing index, July (-2.6 expected, -1.2 previously); Producer price index, June, MoM (+0.8% expected, +0.8% previously); Import price index, June, MoM (+0.7% expected, +0.6% previously); Industrial production, June (No growth expected, +0.1% previously); Capacity utilization, June (80.2% expected, 80.8% previously); University of Michigan consumer sentiment, preliminary reading, July (49 expected, 50 previously)Earnings CalendarMonday:Before Market Open: No notable companies expected to report.After Market Close: No notable companies expected to report.Tuesday:Before Market Open: PepsiCo (PEP)After Market Close: No notable companies expected to report. Wednesday:Before Market Open: Fastenal (FAST); Delta Air Lines (DAL)After Market Close: No notable companies expected to report.Thursday:Before Market Open: JPMorgan Chase (JPM); Morgan Stanley (MS); Conagra (CAG), First Republic Bank (FRC); Cintas (CTAS)After Market Close: American Outdoor Brands (AOUT)Friday:Before Market Open: Wells Fargo (WFC); BlackRock (BLK); Citigroup (C); BNY Mellon (BK); UnitedHealth (UNH); Progressive (PGR); US Bancorp (USB); State Street (STT); PNC Financial (PNC)After Market Close: No notable companies expected to report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071818897,"gmtCreate":1657508066719,"gmtModify":1676536016656,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp; Like pls","listText":"&nbsp; Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071818897","repostId":"1145594046","repostType":4,"repost":{"id":"1145594046","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657175151,"share":"https://ttm.financial/m/news/1145594046?lang=&edition=fundamental","pubTime":"2022-07-07 14:25","market":"us","language":"en","title":"U.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1145594046","media":"Tiger Newspress","summary":"The disconnect between healthy business performance and ailing share prices in 2022 will likely cont","content":"<html><head></head><body><p>The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.</p><p>Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase &amp; Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.</p><p>Citigroup Inc. and Wells Fargo &amp; Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.</p><p><img src=\"https://static.tigerbbs.com/e3f544ab4078be7cd8d6f144aab677af\" tg-width=\"1500\" tg-height=\"1315\" referrerpolicy=\"no-referrer\"/></p><p><b>Bank Stocks Have Been Pulled Lower This Year</b></p><p>Bank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.</p><p>Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.</p><p>The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&amp;P 500 index dropped 20.6% in its worst first half since 1970.</p><p>Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.</p><p>Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.</p><p>Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.</p><p>“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.</p><p>During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.</p><p>But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.</p><p><b>Analysts Ease Back on Profit Expectations</b></p><p>JPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.</p><p>Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.</p><p>Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.</p><p>Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.</p><p>Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.</p><p>Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.</p><p><b>Analysts Comments</b></p><p>BofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.</p><p>“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”</p><p>Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.</p><p>“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”</p><p>Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.</p><p>Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.</p><p>“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”</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>U.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect</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\">\nU.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-07 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.</p><p>Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase &amp; Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.</p><p>Citigroup Inc. and Wells Fargo &amp; Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.</p><p><img src=\"https://static.tigerbbs.com/e3f544ab4078be7cd8d6f144aab677af\" tg-width=\"1500\" tg-height=\"1315\" referrerpolicy=\"no-referrer\"/></p><p><b>Bank Stocks Have Been Pulled Lower This Year</b></p><p>Bank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.</p><p>Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.</p><p>The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&amp;P 500 index dropped 20.6% in its worst first half since 1970.</p><p>Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.</p><p>Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.</p><p>Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.</p><p>“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.</p><p>During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.</p><p>But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.</p><p><b>Analysts Ease Back on Profit Expectations</b></p><p>JPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.</p><p>Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.</p><p>Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.</p><p>Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.</p><p>Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.</p><p>Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.</p><p><b>Analysts Comments</b></p><p>BofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.</p><p>“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”</p><p>Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.</p><p>“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”</p><p>Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.</p><p>Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.</p><p>“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","JPM":"摩根大通","MS":"摩根士丹利","C":"花旗","WFC":"富国银行","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145594046","content_text":"The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase & Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.Citigroup Inc. and Wells Fargo & Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.Bank Stocks Have Been Pulled Lower This YearBank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&P 500 index dropped 20.6% in its worst first half since 1970.Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.Analysts Ease Back on Profit ExpectationsJPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.Analysts CommentsBofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071818949,"gmtCreate":1657508058581,"gmtModify":1676536016635,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071818949","repostId":"2250787776","repostType":4,"repost":{"id":"2250787776","kind":"highlight","pubTimestamp":1657524287,"share":"https://ttm.financial/m/news/2250787776?lang=&edition=fundamental","pubTime":"2022-07-11 15:24","market":"us","language":"en","title":"Alibaba's Logistics Model Boosts Operating Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2250787776","media":"seekingalpha","summary":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN)","content":"<html><head></head><body><h2>Introduction</h2><p>Headlines note that <a href=\"https://laohu8.com/S/BABA\">Alibaba </a> has higher operating margins than JD (JD) and Amazon (AMZN) since they&#39;re not burdened with a meaningful low-margin first-party (&#34;1P&#34;) business. My thesis is that Alibaba&#39;s asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.</p><p>We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.</p><p>At the time of this writing, 100 RMB equals $15.</p><h2>The Numbers</h2><p>Alibaba&#39;s logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we&#39;re interested in to see how things measure up against Alibaba&#39;s GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba&#39;s GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don&#39;t get a free lunch; logistics fees are paid to Cainiao&#39;s capital-intensive partners.</p><p>JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in <i>all of Alibaba</i> through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a7e67d1ea740886d0daf762f016277\" tg-width=\"800\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>2021 JD Logistics income statement (2021 JD Logistics results)</span></p><p>Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&amp;D and RMB 2,867 G&amp;A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD&#39;s RMB 3,300 billion GMV.</p><p>Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don&#39;t mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD&#39;s obfuscation of the breakdown between 1P and 3P. Amazon doesn&#39;t break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon&#39;s 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.</p><p>Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af5cfb904d0a889421c6b681accee9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Alibaba operating income (Author&#39;s spreadsheet)</span></p><p>Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon&#39;s operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon&#39;s 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon&#39;s 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao&#39;s asset-light approach gives them flexibility such that the results are not devastating when they overspend.</p><h2>Alibaba Learned From <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s Mistakes</h2><p>Some companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon&#39;s GMV has taken off since that time while eBay&#39;s has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it&#39;s just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.</p><h2>Serving External Customers Globally</h2><p>Again, 69% of Cainiao&#39;s revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:</p><blockquote>The latest step in Alibaba Group&#39;s global logistics expansion follows last month&#39;s launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. &#34;Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,&#34; said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.</blockquote><p>A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:</p><blockquote>For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)</blockquote><p>A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (&#34;SME&#34;) export business in South Korea:</p><blockquote>As part of the agreement, SMEs will be able to leverage Cainiao&#39;s one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. &#34;SMEs are the growth engines of the economy,&#34; said James Zhao, General Manager for Global Supply Chain, Cainiao Network. &#34;We are honoured to be selected as KOSME&#39;s official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. &#34;As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.</blockquote><p>An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao&#39;s flights from Malaysia to the UK that will service eBay B2B and B2C businesses.</p><h2>BABA Stock Valuation</h2><p>The 2020 Investor Day presentation shows 2 types of take rates defined as follows:</p><blockquote>1. Take rate for customer management revenue (&#34;CMR&#34;) and commission is the sum of CMR and commission <i>divided by China retail marketplace GMV</i>.</blockquote><blockquote>2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).</blockquote><p>The first type of take rate has not climbed the way I hoped it would over the last few years:</p><p>FY20: 3.7% or RMB 246,482 million/RMB 6,589 billion</p><p>FY21: 4.1% or RMB 306,070 million/RMB 7,494 billion</p><p>FY22: 3.9% or RMB 315,038 million/RMB 7,976 billion</p><p>The second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don&#39;t know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.</p><p>In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.</p><p>Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn&#39;t done a good job explaining the ROI from these costly efforts.</p><p>Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:</p><p>RMB 12,427 million intangible assets</p><p>RMB 9,093 million licensed copyrights</p><p>-------------------------</p><p>RMB 21,520 million</p><p>I view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b248cd92b1754834384db1976cea4ea7\" tg-width=\"800\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/><span>Alibaba core segments (2021 20-F)</span></p><p>The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.</p><p>Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31042549f3c5f045120a05678400eb0e\" tg-width=\"428\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba core EBITA (4Q22 release)</span></p><p>China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.</p><p>Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb68801ce12c86554d314bd38be1cf4\" tg-width=\"795\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba segments (4Q22 release)</span></p><p>I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.</p><p>The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.</p><p>The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.</p><p>Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.</p><p>21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.</p><p>The market cap is less than my valuation range and I think the stock is undervalued.</p><p>Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Logistics Model Boosts Operating Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Logistics Model Boosts Operating Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250787776","content_text":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is that Alibaba's asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.At the time of this writing, 100 RMB equals $15.The NumbersAlibaba's logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we're interested in to see how things measure up against Alibaba's GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba's GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don't get a free lunch; logistics fees are paid to Cainiao's capital-intensive partners.JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in all of Alibaba through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:2021 JD Logistics income statement (2021 JD Logistics results)Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&D and RMB 2,867 G&A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD's RMB 3,300 billion GMV.Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don't mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD's obfuscation of the breakdown between 1P and 3P. Amazon doesn't break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon's 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:Alibaba operating income (Author's spreadsheet)Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon's operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon's 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon's 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao's asset-light approach gives them flexibility such that the results are not devastating when they overspend.Alibaba Learned From eBay's MistakesSome companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon's GMV has taken off since that time while eBay's has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it's just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.Serving External Customers GloballyAgain, 69% of Cainiao's revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:The latest step in Alibaba Group's global logistics expansion follows last month's launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. \"Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,\" said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (\"SME\") export business in South Korea:As part of the agreement, SMEs will be able to leverage Cainiao's one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. \"SMEs are the growth engines of the economy,\" said James Zhao, General Manager for Global Supply Chain, Cainiao Network. \"We are honoured to be selected as KOSME's official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. \"As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao's flights from Malaysia to the UK that will service eBay B2B and B2C businesses.BABA Stock ValuationThe 2020 Investor Day presentation shows 2 types of take rates defined as follows:1. Take rate for customer management revenue (\"CMR\") and commission is the sum of CMR and commission divided by China retail marketplace GMV.2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).The first type of take rate has not climbed the way I hoped it would over the last few years:FY20: 3.7% or RMB 246,482 million/RMB 6,589 billionFY21: 4.1% or RMB 306,070 million/RMB 7,494 billionFY22: 3.9% or RMB 315,038 million/RMB 7,976 billionThe second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don't know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn't done a good job explaining the ROI from these costly efforts.Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:RMB 12,427 million intangible assetsRMB 9,093 million licensed copyrights-------------------------RMB 21,520 millionI view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:Alibaba core segments (2021 20-F)The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:Alibaba core EBITA (4Q22 release)China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:Alibaba segments (4Q22 release)I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.The market cap is less than my valuation range and I think the stock is undervalued.Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071811183,"gmtCreate":1657508014342,"gmtModify":1676536016575,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071811183","repostId":"2250787776","repostType":4,"repost":{"id":"2250787776","kind":"highlight","pubTimestamp":1657524287,"share":"https://ttm.financial/m/news/2250787776?lang=&edition=fundamental","pubTime":"2022-07-11 15:24","market":"us","language":"en","title":"Alibaba's Logistics Model Boosts Operating Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2250787776","media":"seekingalpha","summary":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN)","content":"<html><head></head><body><h2>Introduction</h2><p>Headlines note that <a href=\"https://laohu8.com/S/BABA\">Alibaba </a> has higher operating margins than JD (JD) and Amazon (AMZN) since they&#39;re not burdened with a meaningful low-margin first-party (&#34;1P&#34;) business. My thesis is that Alibaba&#39;s asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.</p><p>We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.</p><p>At the time of this writing, 100 RMB equals $15.</p><h2>The Numbers</h2><p>Alibaba&#39;s logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we&#39;re interested in to see how things measure up against Alibaba&#39;s GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba&#39;s GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don&#39;t get a free lunch; logistics fees are paid to Cainiao&#39;s capital-intensive partners.</p><p>JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in <i>all of Alibaba</i> through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a7e67d1ea740886d0daf762f016277\" tg-width=\"800\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>2021 JD Logistics income statement (2021 JD Logistics results)</span></p><p>Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&amp;D and RMB 2,867 G&amp;A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD&#39;s RMB 3,300 billion GMV.</p><p>Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don&#39;t mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD&#39;s obfuscation of the breakdown between 1P and 3P. Amazon doesn&#39;t break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon&#39;s 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.</p><p>Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af5cfb904d0a889421c6b681accee9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Alibaba operating income (Author&#39;s spreadsheet)</span></p><p>Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon&#39;s operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon&#39;s 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon&#39;s 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao&#39;s asset-light approach gives them flexibility such that the results are not devastating when they overspend.</p><h2>Alibaba Learned From <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s Mistakes</h2><p>Some companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon&#39;s GMV has taken off since that time while eBay&#39;s has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it&#39;s just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.</p><h2>Serving External Customers Globally</h2><p>Again, 69% of Cainiao&#39;s revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:</p><blockquote>The latest step in Alibaba Group&#39;s global logistics expansion follows last month&#39;s launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. &#34;Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,&#34; said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.</blockquote><p>A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:</p><blockquote>For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)</blockquote><p>A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (&#34;SME&#34;) export business in South Korea:</p><blockquote>As part of the agreement, SMEs will be able to leverage Cainiao&#39;s one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. &#34;SMEs are the growth engines of the economy,&#34; said James Zhao, General Manager for Global Supply Chain, Cainiao Network. &#34;We are honoured to be selected as KOSME&#39;s official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. &#34;As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.</blockquote><p>An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao&#39;s flights from Malaysia to the UK that will service eBay B2B and B2C businesses.</p><h2>BABA Stock Valuation</h2><p>The 2020 Investor Day presentation shows 2 types of take rates defined as follows:</p><blockquote>1. Take rate for customer management revenue (&#34;CMR&#34;) and commission is the sum of CMR and commission <i>divided by China retail marketplace GMV</i>.</blockquote><blockquote>2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).</blockquote><p>The first type of take rate has not climbed the way I hoped it would over the last few years:</p><p>FY20: 3.7% or RMB 246,482 million/RMB 6,589 billion</p><p>FY21: 4.1% or RMB 306,070 million/RMB 7,494 billion</p><p>FY22: 3.9% or RMB 315,038 million/RMB 7,976 billion</p><p>The second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don&#39;t know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.</p><p>In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.</p><p>Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn&#39;t done a good job explaining the ROI from these costly efforts.</p><p>Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:</p><p>RMB 12,427 million intangible assets</p><p>RMB 9,093 million licensed copyrights</p><p>-------------------------</p><p>RMB 21,520 million</p><p>I view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b248cd92b1754834384db1976cea4ea7\" tg-width=\"800\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/><span>Alibaba core segments (2021 20-F)</span></p><p>The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.</p><p>Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31042549f3c5f045120a05678400eb0e\" tg-width=\"428\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba core EBITA (4Q22 release)</span></p><p>China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.</p><p>Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb68801ce12c86554d314bd38be1cf4\" tg-width=\"795\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba segments (4Q22 release)</span></p><p>I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.</p><p>The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.</p><p>The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.</p><p>Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.</p><p>21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.</p><p>The market cap is less than my valuation range and I think the stock is undervalued.</p><p>Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Logistics Model Boosts Operating Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Logistics Model Boosts Operating Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250787776","content_text":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is that Alibaba's asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.At the time of this writing, 100 RMB equals $15.The NumbersAlibaba's logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we're interested in to see how things measure up against Alibaba's GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba's GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don't get a free lunch; logistics fees are paid to Cainiao's capital-intensive partners.JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in all of Alibaba through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:2021 JD Logistics income statement (2021 JD Logistics results)Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&D and RMB 2,867 G&A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD's RMB 3,300 billion GMV.Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don't mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD's obfuscation of the breakdown between 1P and 3P. Amazon doesn't break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon's 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:Alibaba operating income (Author's spreadsheet)Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon's operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon's 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon's 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao's asset-light approach gives them flexibility such that the results are not devastating when they overspend.Alibaba Learned From eBay's MistakesSome companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon's GMV has taken off since that time while eBay's has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it's just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.Serving External Customers GloballyAgain, 69% of Cainiao's revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:The latest step in Alibaba Group's global logistics expansion follows last month's launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. \"Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,\" said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (\"SME\") export business in South Korea:As part of the agreement, SMEs will be able to leverage Cainiao's one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. \"SMEs are the growth engines of the economy,\" said James Zhao, General Manager for Global Supply Chain, Cainiao Network. \"We are honoured to be selected as KOSME's official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. \"As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao's flights from Malaysia to the UK that will service eBay B2B and B2C businesses.BABA Stock ValuationThe 2020 Investor Day presentation shows 2 types of take rates defined as follows:1. Take rate for customer management revenue (\"CMR\") and commission is the sum of CMR and commission divided by China retail marketplace GMV.2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).The first type of take rate has not climbed the way I hoped it would over the last few years:FY20: 3.7% or RMB 246,482 million/RMB 6,589 billionFY21: 4.1% or RMB 306,070 million/RMB 7,494 billionFY22: 3.9% or RMB 315,038 million/RMB 7,976 billionThe second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don't know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn't done a good job explaining the ROI from these costly efforts.Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:RMB 12,427 million intangible assetsRMB 9,093 million licensed copyrights-------------------------RMB 21,520 millionI view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:Alibaba core segments (2021 20-F)The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:Alibaba core EBITA (4Q22 release)China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:Alibaba segments (4Q22 release)I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.The market cap is less than my valuation range and I think the stock is undervalued.Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073748590,"gmtCreate":1657421568710,"gmtModify":1676536005782,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073748590","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073628282,"gmtCreate":1657336082946,"gmtModify":1676535994293,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073628282","repostId":"2250694600","repostType":4,"repost":{"id":"2250694600","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":1657323106,"share":"https://ttm.financial/m/news/2250694600?lang=&edition=fundamental","pubTime":"2022-07-09 07:31","market":"us","language":"en","title":"US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate","url":"https://stock-news.laohu8.com/highlight/detail?id=2250694600","media":"Reuters","summary":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run sinc","content":"<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-09 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250694600","content_text":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run since Nov* Indexes: Dow fell 0.15%, S&P down 0.08%, Nasdaq rose 0.12%* All three benchmarks end the week higherWall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.The Labor Department's closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.\"We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,\" said Mike Loukas, chief executive of TrueMark Investments.\"Now it's a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.\"Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank's plans to dramatically shift rates higher.This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.\"The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we'll probably get a pretty good upward movement in the market, and no one wants to miss that,\" said Derek Izuel, chief investment officer at Shelton Capital Management.\"So we're going to have this volatility as we have all these false starts along the way.\"With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.Atlanta Fed President Raphael Bostic, until recently among the central bank's most dovish policymakers, said on Friday he \"fully\" supports another 75-basis-point rate rise later this month.Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed's upcoming July meeting, but acknowledged rising interest rates were affecting the economy.On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.For the week, the Nasdaq gained 4.5%, while the S&P and Dow advanced 1.9% and 0.8%, respectively.Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073947646,"gmtCreate":1657272037485,"gmtModify":1676535983492,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073947646","repostId":"688938483","repostType":1,"repost":{"id":688938483,"gmtCreate":1657269371000,"gmtModify":1676533316329,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103332230805300","authorIdStr":"4103332230805300"},"themes":[],"title":"EM and Asian FX Break Points that Will Inflect Risk","htmlText":"USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. The greenback will find a short term top ahead or into the Fed rate hike. A USD pullback in July/August if viewed as a fresh buying opportunity. We see September/October (will start in August) and Q1 2023 as windows for USD power moves/breakouts that would lead equity risk (bear phases). Full analysis here:- https://www.smartkarma.com/insights/em-and-asian-fx-break-points-that-will-inflect-risk?utm_source=tiger_community By Thomas Schroeder, Insight Provider on Smartkarma:- https://www.smartkarma.co","listText":"USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. The greenback will find a short term top ahead or into the Fed rate hike. A USD pullback in July/August if viewed as a fresh buying opportunity. We see September/October (will start in August) and Q1 2023 as windows for USD power moves/breakouts that would lead equity risk (bear phases). Full analysis here:- https://www.smartkarma.com/insights/em-and-asian-fx-break-points-that-will-inflect-risk?utm_source=tiger_community By Thomas Schroeder, Insight Provider on Smartkarma:- https://www.smartkarma.co","text":"USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. USD bull energy appears unabated amid yield dips and risk on phases. Red flags are brewing for USD breakout levels in EM and vulnerable FX in Asia. The greenback will find a short term top ahead or into the Fed rate hike. A USD pullback in July/August if viewed as a fresh buying opportunity. We see September/October (will start in August) and Q1 2023 as windows for USD power moves/breakouts that would lead equity risk (bear phases). Full analysis here:- https://www.smartkarma.com/insights/em-and-asian-fx-break-points-that-will-inflect-risk?utm_source=tiger_community By Thomas Schroeder, Insight Provider on Smartkarma:- https://www.smartkarma.co","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/688938483","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079440123,"gmtCreate":1657238459862,"gmtModify":1676535975298,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079440123","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","PSQ":"纳指反向ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","SDOW":"道指三倍做空ETF-ProShares","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4538":"云计算","BK4579":"人工智能","DDM":"道指两倍做多ETF","QLD":"纳指两倍做多ETF","BK4550":"红杉资本持仓","GOOGL":"谷歌A",".DJI":"道琼斯","BK4503":"景林资产持仓","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","GOOG":"谷歌","BK4573":"虚拟现实","BK4561":"索罗斯持仓","OEX":"标普100",".SPX":"S&P 500 Index","BK4581":"高盛持仓","DOG":"道指反向ETF","BK4504":"桥水持仓","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF","BK4514":"搜索引擎","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","QQQ":"纳指100ETF","BK4553":"喜马拉雅资本持仓","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4566":"资本集团","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","DXD":"道指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079375445,"gmtCreate":1657154755787,"gmtModify":1676535959933,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079375445","repostId":"2249546463","repostType":4,"repost":{"id":"2249546463","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":1657149693,"share":"https://ttm.financial/m/news/2249546463?lang=&edition=fundamental","pubTime":"2022-07-07 07:21","market":"us","language":"en","title":"Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed","url":"https://stock-news.laohu8.com/highlight/detail?id=2249546463","media":"Dow Jones","summary":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkish","content":"<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed</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\">\nWhy a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-07 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249546463","content_text":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkishness,' according to Sevens ReportGrowth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.\"While it's too early to declare the value outperformance 'over,' we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,\" said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. \"If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed 'peak hawkishness.'\"Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and \"a recession is a distinct possibility,\" said Tom Graff, head of investments at Facet Wealth, by phone.The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.Read:Fed's Waller backs another jumbo 75 bp interest-rate hike in JulyBut now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.Recession worriesThe yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.In Graff's view, the corporate bond market also has been flashing recession concerns.\"Investment-grade corporate spreads are about as wide as they've been any time\" outside of a  recession in the last 25 years, said Graff. That doesn't mean there's \"100% odds\" of an economic contraction, he said, \"but it's definitely clearly showing credit markets think there's a risk.\"Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.\"U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,\" said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. \"Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.\"Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&P 500 dropped 20.6%.Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they've recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.Upcoming company earnings reports for the second quarter should give investors a \"clearer picture\" of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.\"Some amount of earnings slowdown is priced in,\" he said of the equities market. \"In our view, if earnings are mildly lower in the second half but companies see them rebounding in '23, that's probably a pretty good outcome for stocks.\"In prior recessions, the average earnings drop for the S&P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock's chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.\"We are not calling for a recession, but we are cognizant that the risks of a recession are rising,\" DeSpirito said in the note. \"The Fed is tightening monetary policy, bringing an end to 'easy money' policies,\" he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to \"erode household savings\" and \"inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.\"All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed's last policy meeting. The S&P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070679188,"gmtCreate":1657064823944,"gmtModify":1676535941086,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Likd plss","listText":"Likd plss","text":"Likd plss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070679188","repostId":"2249535227","repostType":4,"repost":{"id":"2249535227","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":1657063254,"share":"https://ttm.financial/m/news/2249535227?lang=&edition=fundamental","pubTime":"2022-07-06 07:20","market":"fut","language":"en","title":"U.S. Oil Just Tumbled below $100 a Barrel -- What That Says about Recession Fears and Tight Crude Supplies","url":"https://stock-news.laohu8.com/highlight/detail?id=2249535227","media":"Dow Jones","summary":"WTI futures tumble 8.2% in 'spectacular decline'Concerns about a recession and a drop in energy dema","content":"<html><head></head><body><p>WTI futures tumble 8.2% in &#39;spectacular decline&#39;</p><p>Concerns about a recession and a drop in energy demand led to a drop in U.S. benchmark West Texas Intermediate crude-oil prices below the $100-a-barrel mark on Tuesday for the first time in months.</p><p>That&#39;s contributed to talk of a potential &#34;buying opportunity&#34; for traders, even as some analysts expect further price declines.</p><p>&#34;Massive speculation on demand destruction story&#34; led to Tuesday&#39;s &#34;spectacular decline,&#34; Manish Raj, chief financial officer at Velandera Energy Partners, told MarketWatch.</p><p>WTI oil futures on Tuesday fell below the key $100 mark, with the front-month August contract  tapping a low of $97.43 a barrel on the New York Mercantile Exchange, the lowest intraday level since April, FactSet data show. On Tuesday, it settled at $99.50, down $8.93, or 8.2%.</p><p>The price drop was &#34;inevitable as the market rebalances after fears of sanctions give way to the realities of Russian sales to new buyers in Asia, and the impact of high prices on demand and the economy become increasingly apparent,&#34; said Michael Lynch, president at Strategic Energy &amp; Economic Research.</p><p>Even so, he doesn&#39;t expect to see WTI prices below $90 in the next few months -- &#34;unless supply proves strong from Libya, Iran and/or Venezuela, which is possible but there&#39;s little prospect of upwards pressure on prices any time soon.&#34;</p><h2>Bargain prices?</h2><p>WTI&#39;s drop on Tuesday marked a nearly 20% drop from the highs above $123 a barrel in mid-June.</p><p>The market is approaching bear territory, with the day&#39;s settlement just over 19.5% lower than the recent settlement high of $123.70 from March 8. To be in a bear market, WTI oil would need to settle at or below the $98.96 to mark a 20% or more drop from the recent high, according to Dow Jones Market Data.</p><p>Still, Velandera&#39;s Raj believes oil prices have &#34;dropped too fast, too soon, creating a unique buying opportunity for physical oil traders,&#34; as the &#34;supply picture looks bleak at best, and disastrous at worst.&#34;</p><p>Raj points out that high U.S. gasoline prices this year, which hit levels above $5 a gallon at the retail level, &#34;have yet to put a dent in American drivers&#39; thirst for oil&#34; and in the past, mild recessions have &#34;not shown material demand reductions.&#34;</p><p>Velandera&#39;s analysis, meanwhile, shows that the oil supply-demand balance has only gotten worse each month this year, and supply has been declining while demand has been rising, said Raj. &#34;Ironically, the market has only become tighter, with further bad news coming out of Libya and Norway.&#34;</p><p>Political instability has led to significant declines in Libyan oil production, while Norway is dealing with a strike among oil and natural-gas workers</p><p>The International Energy Agency, in a monthly report issued in June, said it expects supply growth to lag behind demand next year, pushing the market into a 500,000 barrels-a-day deficit.</p><h2>Recession worries</h2><p>Meanwhile, analysts at Citigroup said that in a recession scenario, global benchmark Brent crude prices could drop to $65 a barrel by year-end, and $45 by the end of 2023, &#34;absent intervention by OPEC+ and a decline in short-cycle oil investment.&#34;</p><p>A fall to $65 would mark a sizable decline from current levels, with September Brent crude  settling at $102.77 a barrel on ICE Futures Europe, down $10.73, or nearly 9.5% on Tuesday.</p><p>&#34;What seems clear is that the market is finally pricing in recession risk&#34; and traders have reduced long positions, said James Williams, energy economist at WTRG Economics.</p><p>He pointed out that recent data from the Energy Information Administration show that the four-week averages for implied demand for gasoline and distillates were down 2% and 7.4%, respectively.</p><p>&#34;I think a recession is approaching a certainty, and recessions always lead to lower prices,&#34; said Williams.</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>U.S. Oil Just Tumbled below $100 a Barrel -- What That Says about Recession Fears and Tight Crude Supplies</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\">\nU.S. Oil Just Tumbled below $100 a Barrel -- What That Says about Recession Fears and Tight Crude Supplies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-06 07:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WTI futures tumble 8.2% in &#39;spectacular decline&#39;</p><p>Concerns about a recession and a drop in energy demand led to a drop in U.S. benchmark West Texas Intermediate crude-oil prices below the $100-a-barrel mark on Tuesday for the first time in months.</p><p>That&#39;s contributed to talk of a potential &#34;buying opportunity&#34; for traders, even as some analysts expect further price declines.</p><p>&#34;Massive speculation on demand destruction story&#34; led to Tuesday&#39;s &#34;spectacular decline,&#34; Manish Raj, chief financial officer at Velandera Energy Partners, told MarketWatch.</p><p>WTI oil futures on Tuesday fell below the key $100 mark, with the front-month August contract  tapping a low of $97.43 a barrel on the New York Mercantile Exchange, the lowest intraday level since April, FactSet data show. On Tuesday, it settled at $99.50, down $8.93, or 8.2%.</p><p>The price drop was &#34;inevitable as the market rebalances after fears of sanctions give way to the realities of Russian sales to new buyers in Asia, and the impact of high prices on demand and the economy become increasingly apparent,&#34; said Michael Lynch, president at Strategic Energy &amp; Economic Research.</p><p>Even so, he doesn&#39;t expect to see WTI prices below $90 in the next few months -- &#34;unless supply proves strong from Libya, Iran and/or Venezuela, which is possible but there&#39;s little prospect of upwards pressure on prices any time soon.&#34;</p><h2>Bargain prices?</h2><p>WTI&#39;s drop on Tuesday marked a nearly 20% drop from the highs above $123 a barrel in mid-June.</p><p>The market is approaching bear territory, with the day&#39;s settlement just over 19.5% lower than the recent settlement high of $123.70 from March 8. To be in a bear market, WTI oil would need to settle at or below the $98.96 to mark a 20% or more drop from the recent high, according to Dow Jones Market Data.</p><p>Still, Velandera&#39;s Raj believes oil prices have &#34;dropped too fast, too soon, creating a unique buying opportunity for physical oil traders,&#34; as the &#34;supply picture looks bleak at best, and disastrous at worst.&#34;</p><p>Raj points out that high U.S. gasoline prices this year, which hit levels above $5 a gallon at the retail level, &#34;have yet to put a dent in American drivers&#39; thirst for oil&#34; and in the past, mild recessions have &#34;not shown material demand reductions.&#34;</p><p>Velandera&#39;s analysis, meanwhile, shows that the oil supply-demand balance has only gotten worse each month this year, and supply has been declining while demand has been rising, said Raj. &#34;Ironically, the market has only become tighter, with further bad news coming out of Libya and Norway.&#34;</p><p>Political instability has led to significant declines in Libyan oil production, while Norway is dealing with a strike among oil and natural-gas workers</p><p>The International Energy Agency, in a monthly report issued in June, said it expects supply growth to lag behind demand next year, pushing the market into a 500,000 barrels-a-day deficit.</p><h2>Recession worries</h2><p>Meanwhile, analysts at Citigroup said that in a recession scenario, global benchmark Brent crude prices could drop to $65 a barrel by year-end, and $45 by the end of 2023, &#34;absent intervention by OPEC+ and a decline in short-cycle oil investment.&#34;</p><p>A fall to $65 would mark a sizable decline from current levels, with September Brent crude  settling at $102.77 a barrel on ICE Futures Europe, down $10.73, or nearly 9.5% on Tuesday.</p><p>&#34;What seems clear is that the market is finally pricing in recession risk&#34; and traders have reduced long positions, said James Williams, energy economist at WTRG Economics.</p><p>He pointed out that recent data from the Energy Information Administration show that the four-week averages for implied demand for gasoline and distillates were down 2% and 7.4%, respectively.</p><p>&#34;I think a recession is approaching a certainty, and recessions always lead to lower prices,&#34; said Williams.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249535227","content_text":"WTI futures tumble 8.2% in 'spectacular decline'Concerns about a recession and a drop in energy demand led to a drop in U.S. benchmark West Texas Intermediate crude-oil prices below the $100-a-barrel mark on Tuesday for the first time in months.That's contributed to talk of a potential \"buying opportunity\" for traders, even as some analysts expect further price declines.\"Massive speculation on demand destruction story\" led to Tuesday's \"spectacular decline,\" Manish Raj, chief financial officer at Velandera Energy Partners, told MarketWatch.WTI oil futures on Tuesday fell below the key $100 mark, with the front-month August contract  tapping a low of $97.43 a barrel on the New York Mercantile Exchange, the lowest intraday level since April, FactSet data show. On Tuesday, it settled at $99.50, down $8.93, or 8.2%.The price drop was \"inevitable as the market rebalances after fears of sanctions give way to the realities of Russian sales to new buyers in Asia, and the impact of high prices on demand and the economy become increasingly apparent,\" said Michael Lynch, president at Strategic Energy & Economic Research.Even so, he doesn't expect to see WTI prices below $90 in the next few months -- \"unless supply proves strong from Libya, Iran and/or Venezuela, which is possible but there's little prospect of upwards pressure on prices any time soon.\"Bargain prices?WTI's drop on Tuesday marked a nearly 20% drop from the highs above $123 a barrel in mid-June.The market is approaching bear territory, with the day's settlement just over 19.5% lower than the recent settlement high of $123.70 from March 8. To be in a bear market, WTI oil would need to settle at or below the $98.96 to mark a 20% or more drop from the recent high, according to Dow Jones Market Data.Still, Velandera's Raj believes oil prices have \"dropped too fast, too soon, creating a unique buying opportunity for physical oil traders,\" as the \"supply picture looks bleak at best, and disastrous at worst.\"Raj points out that high U.S. gasoline prices this year, which hit levels above $5 a gallon at the retail level, \"have yet to put a dent in American drivers' thirst for oil\" and in the past, mild recessions have \"not shown material demand reductions.\"Velandera's analysis, meanwhile, shows that the oil supply-demand balance has only gotten worse each month this year, and supply has been declining while demand has been rising, said Raj. \"Ironically, the market has only become tighter, with further bad news coming out of Libya and Norway.\"Political instability has led to significant declines in Libyan oil production, while Norway is dealing with a strike among oil and natural-gas workersThe International Energy Agency, in a monthly report issued in June, said it expects supply growth to lag behind demand next year, pushing the market into a 500,000 barrels-a-day deficit.Recession worriesMeanwhile, analysts at Citigroup said that in a recession scenario, global benchmark Brent crude prices could drop to $65 a barrel by year-end, and $45 by the end of 2023, \"absent intervention by OPEC+ and a decline in short-cycle oil investment.\"A fall to $65 would mark a sizable decline from current levels, with September Brent crude  settling at $102.77 a barrel on ICE Futures Europe, down $10.73, or nearly 9.5% on Tuesday.\"What seems clear is that the market is finally pricing in recession risk\" and traders have reduced long positions, said James Williams, energy economist at WTRG Economics.He pointed out that recent data from the Energy Information Administration show that the four-week averages for implied demand for gasoline and distillates were down 2% and 7.4%, respectively.\"I think a recession is approaching a certainty, and recessions always lead to lower prices,\" said Williams.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070099848,"gmtCreate":1656981741484,"gmtModify":1676535926124,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070099848","repostId":"1129041123","repostType":4,"repost":{"id":"1129041123","kind":"news","pubTimestamp":1656977325,"share":"https://ttm.financial/m/news/1129041123?lang=&edition=fundamental","pubTime":"2022-07-05 07:28","market":"us","language":"en","title":"7 Deeply Undervalued Growth Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1129041123","media":"investorplace","summary":"These high-quality growth stocks have witnessed deep corrections and look oversold. They should be g","content":"<html><head></head><body><ul><li>These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.</li><li><b>Xpeng</b>(<b><u>XPEV</u></b>): Strong deliveries growth to sustain with expansion in Europe and new model launches.</li><li><b>Pinterest</b>(<b><u>PINS</u></b>): Growth in emerging market average revenue per user will boost cash flows. A proxy e-commerce platform with global presence.</li><li><b>ChargePoint</b>(<b><u>CHPT</u></b>): Positioned for accelerated growth with leadership position in North America and an aggressive expansion in Europe.</li><li><b>Coupang</b>(<b><u>CPNG</u></b>): Oversold with steady growth likely to sustain. Positive adjusted EBITDA visibility is a key catalyst.</li><li><b>Sea Limited</b>(<b><u>SE</u></b>): Exposure to high-growth markets like Southeast Asia and Latin America and strong growth in the digital payments segment.</li><li><b>Coinbase</b>(<b><u>COIN</u></b>): Strong cash buffer for product development even during the downturn for cryptocurrencies.</li><li><b>Roblox</b>(<b><u>RBLX</u></b>): Long-term growth visibility considering the expected growth in the metaverse space, coupled with positive free cash flows.</li></ul><p><img src=\"https://static.tigerbbs.com/0bda0e0190c549871db25e4515355407\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>In financial markets, cash flows, growth outlook and valuation does matter. However, investor sentiment plays a key role in driving growth stocks higher or lower. When the economic outlook is positive and the financial system has ample liquidity, growth stocks tend to command a valuation premium.</p><p>On the other hand, when the economic outlook weakens and contractionary monetary policies are pursued, growth stocks trade at valuation gaps. In simple words, corrections are overdone.</p><p>It’s no rocket science to understand the fact that the time to invest in stocks is when sentiments are pessimistic. However, the fear and greed psychology are such that investors buy on euphoria and sell on panic. Be it trading or investing, it’s a mind game.</p><p>With several growth stocks plunging in the last few months, there seems to be another golden buying opportunity. Of course, not all growth stocks will recover. There are stories that culminate with the bear markets. However, others will recover and deliver multi-fold returns in the long-term.</p><p>These seven growth stocks look attractive for long-term exposure.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Current Price</b></td></tr><tr><td><b><u>XPEV</u></b></td><td>XPeng Inc.</td><td>$30.28</td></tr><tr><td><b><u>PINS</u></b></td><td>Pinterest, Inc.</td><td>$18.71</td></tr><tr><td><b><u>CHPT</u></b></td><td>ChargePoint Holdings, Inc.</td><td>$12.69</td></tr><tr><td><b><u>CPNG</u></b></td><td>Coupang, Inc.</td><td>$15.04</td></tr><tr><td><b><u>SE</u></b></td><td>Sea Limited</td><td>$69.06</td></tr><tr><td><b><u>COIN</u></b></td><td>Coinbase Global, Inc.</td><td>$49.04</td></tr><tr><td><b><u>RBLX</u></b></td><td>Roblox Corporation</td><td>$35.07</td></tr></tbody></table><h2>Growth Stocks: Xpeng (XPEV)<img src=\"https://static.tigerbbs.com/da010157a2d0baf3c155347d8a613310\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>In the last month,<b>XPeng</b>(NYSE:<b><u>XPEV</u></b>) stock has surged by 26%. The rally from deeply oversold levels is on the back of policy support for electric vehicles in China.</p><p>However, even after the big upside, XPEV stock is down by 30% on a 12-month basis. With sustained positive developments even from a company specific perspective, the stock is still undervalued.</p><p>For the first quarter, XPeng reported159% growth in vehicle deliveriesto 34,561. The company’s gross margin also increased by 100 basis points on a year-on-year basis to 12.2%.</p><p>It’s worth noting that XPeng launched P5 sedan in October 2021. Further, the launch of G9 is due in the last quarter of 2022. New models will continue to boost deliveries growth once temporary industry headwinds are navigated.</p><p>XPeng also has ambitious international expansion plans. With increasing presence in Europe, the company’s growth will be supported in the next few years. As deliveries growth remains strong, operating leverage will also translate into vehicle margin expansion.</p><h2>Pinterest (PINS)<img src=\"https://static.tigerbbs.com/8120a1c75232eafd16bb7714afb3132d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Pinterest</b>(NYSE:<b><u>PINS</u></b>) stock is down nearly 4% in the last month and by 50% so far in 2022. However, at a forward price-earnings ratio of 22.8, the stock still seems undervalued.</p><p>I have two major reasons to like Pinterest.</p><p>First, the company reported more than 50% of active users from outside the U.S. and Europe. However, the average revenue per user from therest of the world was just eight cents. In comparison, the ARPU from U.S. and Canada is $4.98. Even from Europe, the ARPU is 72 cents. There is immense scope for ARPU upside from emerging markets. This is a catalyst for revenue and cash flow upside.</p><p>Furthermore, the focus of Pinterest is to make the platform shopping friendly. I see the company as a proxy global e-commerce platform. Recently, Pinterestcompleted the acquisitionof the The Yes, an AI-powered shopping platform. With further inroads as a proxy e-commerce platform, the company is positioned to benefit.</p><h3>ChargePoint Holdings (CHPT)<img src=\"https://static.tigerbbs.com/a070198e2b665b5b9db97c2f2380138a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>The electric vehicle industry has multi-year tailwinds. Europe is focused on reducing dependence on Russia for energy needs. Adoption of electric vehicles is one way to achieve this objective. In the United States, the Biden administration plans to spend $5 billion towards EV charging stations.</p><p>With these tailwinds,<b>ChargePoint</b>(NYSE:<b><u>CHPT</u></b>) is among the top growth stocks to consider. The company already has leadership position in North America and has expanded to 16 countries in Europe.</p><p>Currently, a majority of revenue comes from North America. However, as European expansion gains traction, top-line growth is likely to accelerate. ChargePoint also derives revenue fromhardware and software solutions.</p><p>As the charging network expands, software revenue (recurring revenue) will increase. This will have a positive impact on the company’s EBITDA margin. For now, the cash burn is likely to sustain with aggressive investments. However, that’s unlikely to be a major concern for a growth stage company.</p><h2>Growth Stocks: Coupang (CPNG)<img src=\"https://static.tigerbbs.com/e1ea550de95b8c5321af2d188ab1a7ad\" tg-width=\"300\" tg-height=\"169\" width=\"100%\" height=\"auto\"/></h2><p>The markets have punished<b>Coupang</b>(NYSE:<b><u>CPNG</u></b>) stock on growth and profitability concerns. However, after a decline of 49% in 2022, CPNG stock seems undervalued.</p><p>On a constant currency basis, Coupang reported revenue growth of 32% for the first quarter from a year ago. The company’s adjusted EBITDA losses also narrowed during the quarter.</p><p>It seems likely that a growth rate of around 30% is sustainable in the coming years. International expansion is one reason for this view. At the same time, Korea has 37 million online shoppers. Currently, Coupang has 18 million active customers. There is ample scope for growth within Korea.</p><p>In terms of profitability, Coupang expects to deliver long-term adjusted EBITDA in therange of 7% to 10%. The company has also guided for positive adjusted EBITDA from the product commerce segment by the end of the year. If this target is achieved, CPNG stock is likely to trend higher.</p><h2>Sea Limited (SE)<img src=\"https://static.tigerbbs.com/e5edea871eb90b0fbf049cfa6de17fa3\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Another e-commerce stock that’s trading at attractive levels is<b>Sea Limited</b>(NYSE:<b><u>SE</u></b>). A correction of 68% so far this year has been on the back of cash burn and relative deceleration in growth.</p><p>However, the long-term outlook remains robust with Sea Limited focused on high-growth markets. The company already has strong presence in Southeast Asia. With inroads into Latin America, the company’s growth momentum will remain strong.</p><p>I am also bullish on the company’s financial services segment. For the first quarter, active users increased by 78% on a year-on-year basis to 49 million. The total payment volume for mobile wallet has also witnessed sustained growth.</p><p>Cash burn is a concern. However, Sea Limited expects Shopee toachieve positive adjusted EBITDAin Southeast Asia and Taiwan by the end of 2023. As robust top-line growth sustains, operating leverage will drive profitability.</p><p>In the near term, Sea Limited has $8.8 billion in cash and short-term investments. This will help the company make aggressive investments and sustain through the period of cash burn.</p><h2>Coinbase (COIN)<img src=\"https://static.tigerbbs.com/ba0b6324e4d73be0235f6a89d74b7761\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) stock was off to a flying start in 2021 when sentiments related to cryptocurrencies was positive. The euphoria has transformed into extreme distress and COIN stock has plunged by 80% so far in 2022.</p><p>For investors willing to consider a high-risk bet, the stock is attractive around $50 levels. While the crypto crash is a big negative for growth and margins, Coinbase still seems attractive for the long term.</p><p>There has been a steady growth in Coinbase Wallet adoption. Further, the company has also launched the beta version of Coinbase NFT.</p><p>Another point to note is that the trading volume related to<b>Bitcoin</b>(<b><u>BTC-USD</u></b>) and<b>Ethereum</b>(<b><u>ETH-USD</u></b>) was45% of total trading volume. As more assets are listed for trading on the platform, volumes growth is likely to be robust once the market sentiments reverse.</p><p>Coinbase ended Q1 2022 with $6.1 billion in cash and equivalents. There is ample financial flexibility to pursue product development.</p><h2>Growth Stocks: Roblox (RBLX)<img src=\"https://static.tigerbbs.com/8b66768c63ffb9d9ce67b0cd2f4dd821\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>I believe that<b>Roblox</b>(NYSE:<b><u>RBLX</u></b>) is also a victim of negative market sentiments. Of course, growth has decelerated, but the selling might be overdone considering the long-term growth outlook.</p><p>The first point to note is that the metaverse market is expected to grow at acompound annual growth rate of 50.74% between 2022 and 2030. Roblox will be a key beneficiary of the positive industry tailwinds.</p><p>For the first quarter, Roblox reported revenue growth of 39% to $537.1 million. The company’s daily active users also increased by 28% on a year-on-year basis to 54.1 million. I also like the fact that Roblox reported free cash flow of $104.6 million for the quarter.</p><p>Even with revenue growth in the range of 30% to 40%, the company seems to be positioned for cash flow upside. For Q1 2022, the company reported94% growth in active users from Asia Pacific. User growth from rest of the world (excluding U.S. and Europe) was 34%. Emerging markets are likely to drive long-term growth.</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>7 Deeply Undervalued Growth Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Deeply Undervalued Growth Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/undervalued-growth-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.Xpeng(XPEV): Strong deliveries growth to sustain with expansion in ...</p>\n\n<a href=\"https://investorplace.com/undervalued-growth-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","SE":"Sea Ltd","COIN":"Coinbase Global, Inc.","CHPT":"ChargePoint Holdings Inc.","PINS":"Pinterest, Inc.","CPNG":"Coupang, Inc.","RBLX":"Roblox Corporation"},"source_url":"https://investorplace.com/undervalued-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129041123","content_text":"These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.Xpeng(XPEV): Strong deliveries growth to sustain with expansion in Europe and new model launches.Pinterest(PINS): Growth in emerging market average revenue per user will boost cash flows. A proxy e-commerce platform with global presence.ChargePoint(CHPT): Positioned for accelerated growth with leadership position in North America and an aggressive expansion in Europe.Coupang(CPNG): Oversold with steady growth likely to sustain. Positive adjusted EBITDA visibility is a key catalyst.Sea Limited(SE): Exposure to high-growth markets like Southeast Asia and Latin America and strong growth in the digital payments segment.Coinbase(COIN): Strong cash buffer for product development even during the downturn for cryptocurrencies.Roblox(RBLX): Long-term growth visibility considering the expected growth in the metaverse space, coupled with positive free cash flows.Source: ShutterstockIn financial markets, cash flows, growth outlook and valuation does matter. However, investor sentiment plays a key role in driving growth stocks higher or lower. When the economic outlook is positive and the financial system has ample liquidity, growth stocks tend to command a valuation premium.On the other hand, when the economic outlook weakens and contractionary monetary policies are pursued, growth stocks trade at valuation gaps. In simple words, corrections are overdone.It’s no rocket science to understand the fact that the time to invest in stocks is when sentiments are pessimistic. However, the fear and greed psychology are such that investors buy on euphoria and sell on panic. Be it trading or investing, it’s a mind game.With several growth stocks plunging in the last few months, there seems to be another golden buying opportunity. Of course, not all growth stocks will recover. There are stories that culminate with the bear markets. However, others will recover and deliver multi-fold returns in the long-term.These seven growth stocks look attractive for long-term exposure.TickerCompanyCurrent PriceXPEVXPeng Inc.$30.28PINSPinterest, Inc.$18.71CHPTChargePoint Holdings, Inc.$12.69CPNGCoupang, Inc.$15.04SESea Limited$69.06COINCoinbase Global, Inc.$49.04RBLXRoblox Corporation$35.07Growth Stocks: Xpeng (XPEV)In the last month,XPeng(NYSE:XPEV) stock has surged by 26%. The rally from deeply oversold levels is on the back of policy support for electric vehicles in China.However, even after the big upside, XPEV stock is down by 30% on a 12-month basis. With sustained positive developments even from a company specific perspective, the stock is still undervalued.For the first quarter, XPeng reported159% growth in vehicle deliveriesto 34,561. The company’s gross margin also increased by 100 basis points on a year-on-year basis to 12.2%.It’s worth noting that XPeng launched P5 sedan in October 2021. Further, the launch of G9 is due in the last quarter of 2022. New models will continue to boost deliveries growth once temporary industry headwinds are navigated.XPeng also has ambitious international expansion plans. With increasing presence in Europe, the company’s growth will be supported in the next few years. As deliveries growth remains strong, operating leverage will also translate into vehicle margin expansion.Pinterest (PINS)Pinterest(NYSE:PINS) stock is down nearly 4% in the last month and by 50% so far in 2022. However, at a forward price-earnings ratio of 22.8, the stock still seems undervalued.I have two major reasons to like Pinterest.First, the company reported more than 50% of active users from outside the U.S. and Europe. However, the average revenue per user from therest of the world was just eight cents. In comparison, the ARPU from U.S. and Canada is $4.98. Even from Europe, the ARPU is 72 cents. There is immense scope for ARPU upside from emerging markets. This is a catalyst for revenue and cash flow upside.Furthermore, the focus of Pinterest is to make the platform shopping friendly. I see the company as a proxy global e-commerce platform. Recently, Pinterestcompleted the acquisitionof the The Yes, an AI-powered shopping platform. With further inroads as a proxy e-commerce platform, the company is positioned to benefit.ChargePoint Holdings (CHPT)The electric vehicle industry has multi-year tailwinds. Europe is focused on reducing dependence on Russia for energy needs. Adoption of electric vehicles is one way to achieve this objective. In the United States, the Biden administration plans to spend $5 billion towards EV charging stations.With these tailwinds,ChargePoint(NYSE:CHPT) is among the top growth stocks to consider. The company already has leadership position in North America and has expanded to 16 countries in Europe.Currently, a majority of revenue comes from North America. However, as European expansion gains traction, top-line growth is likely to accelerate. ChargePoint also derives revenue fromhardware and software solutions.As the charging network expands, software revenue (recurring revenue) will increase. This will have a positive impact on the company’s EBITDA margin. For now, the cash burn is likely to sustain with aggressive investments. However, that’s unlikely to be a major concern for a growth stage company.Growth Stocks: Coupang (CPNG)The markets have punishedCoupang(NYSE:CPNG) stock on growth and profitability concerns. However, after a decline of 49% in 2022, CPNG stock seems undervalued.On a constant currency basis, Coupang reported revenue growth of 32% for the first quarter from a year ago. The company’s adjusted EBITDA losses also narrowed during the quarter.It seems likely that a growth rate of around 30% is sustainable in the coming years. International expansion is one reason for this view. At the same time, Korea has 37 million online shoppers. Currently, Coupang has 18 million active customers. There is ample scope for growth within Korea.In terms of profitability, Coupang expects to deliver long-term adjusted EBITDA in therange of 7% to 10%. The company has also guided for positive adjusted EBITDA from the product commerce segment by the end of the year. If this target is achieved, CPNG stock is likely to trend higher.Sea Limited (SE)Another e-commerce stock that’s trading at attractive levels isSea Limited(NYSE:SE). A correction of 68% so far this year has been on the back of cash burn and relative deceleration in growth.However, the long-term outlook remains robust with Sea Limited focused on high-growth markets. The company already has strong presence in Southeast Asia. With inroads into Latin America, the company’s growth momentum will remain strong.I am also bullish on the company’s financial services segment. For the first quarter, active users increased by 78% on a year-on-year basis to 49 million. The total payment volume for mobile wallet has also witnessed sustained growth.Cash burn is a concern. However, Sea Limited expects Shopee toachieve positive adjusted EBITDAin Southeast Asia and Taiwan by the end of 2023. As robust top-line growth sustains, operating leverage will drive profitability.In the near term, Sea Limited has $8.8 billion in cash and short-term investments. This will help the company make aggressive investments and sustain through the period of cash burn.Coinbase (COIN)Coinbase(NASDAQ:COIN) stock was off to a flying start in 2021 when sentiments related to cryptocurrencies was positive. The euphoria has transformed into extreme distress and COIN stock has plunged by 80% so far in 2022.For investors willing to consider a high-risk bet, the stock is attractive around $50 levels. While the crypto crash is a big negative for growth and margins, Coinbase still seems attractive for the long term.There has been a steady growth in Coinbase Wallet adoption. Further, the company has also launched the beta version of Coinbase NFT.Another point to note is that the trading volume related toBitcoin(BTC-USD) andEthereum(ETH-USD) was45% of total trading volume. As more assets are listed for trading on the platform, volumes growth is likely to be robust once the market sentiments reverse.Coinbase ended Q1 2022 with $6.1 billion in cash and equivalents. There is ample financial flexibility to pursue product development.Growth Stocks: Roblox (RBLX)I believe thatRoblox(NYSE:RBLX) is also a victim of negative market sentiments. Of course, growth has decelerated, but the selling might be overdone considering the long-term growth outlook.The first point to note is that the metaverse market is expected to grow at acompound annual growth rate of 50.74% between 2022 and 2030. Roblox will be a key beneficiary of the positive industry tailwinds.For the first quarter, Roblox reported revenue growth of 39% to $537.1 million. The company’s daily active users also increased by 28% on a year-on-year basis to 54.1 million. I also like the fact that Roblox reported free cash flow of $104.6 million for the quarter.Even with revenue growth in the range of 30% to 40%, the company seems to be positioned for cash flow upside. For Q1 2022, the company reported94% growth in active users from Asia Pacific. User growth from rest of the world (excluding U.S. and Europe) was 34%. Emerging markets are likely to drive long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047832304,"gmtCreate":1656896017908,"gmtModify":1676535911184,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047832304","repostId":"1184947522","repostType":4,"repost":{"id":"1184947522","kind":"news","pubTimestamp":1656889883,"share":"https://ttm.financial/m/news/1184947522?lang=&edition=fundamental","pubTime":"2022-07-04 07:11","market":"us","language":"en","title":"Long, Moderate and Painful: What Next US Recession May Look Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1184947522","media":"Bloomberg","summary":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given ","content":"<html><head></head><body><ul><li>US lacks buildup of leverage that preceded past deep downturns</li><li>But Fed may not ride to rescue, given its inflation mission</li></ul><p><img src=\"https://static.tigerbbs.com/021a26498981299d3d83215f432685b8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Recessions, like unhappy families, are each painful in their own way.</p><p>And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.</p><p>Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.</p><h2>America&#39;s Post-WWII Recessions</h2><p>Sources: National Bureau of Economic Research, Bureau of Economic Analysis</p><p>Note: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.</p><p>While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.</p><p>“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.</p><p>No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.</p><p>Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.</p><p>“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”</p><p>Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase &amp; Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”</p><p>The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.</p><h2>Inflation Genie</h2><p>Allianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.</p><p>Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.</p><blockquote>“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”</blockquote><blockquote>-- Anna Wong, chief US economist</blockquote><p>For his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.</p><p>A growing number of private economists aren’t convinced.</p><p>“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus &amp; Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”</p><p>Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.</p><p>But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.</p><p>As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.</p><p>Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.</p><p><img src=\"https://static.tigerbbs.com/3898720ca3ef960db90583d02e46e080\" tg-width=\"1000\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.</p><p>“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.</p><p>Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.</p><p>Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.</p><h2>Housing Market</h2><p>And while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.</p><p>Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”</p><p>Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.</p><p>In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.</p><p>“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”</p><p>Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.</p><p>Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.</p><p>Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.</p><p>While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.</p><p>“We don’t think it will be a severe one but it could be a long one,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Long, Moderate and Painful: What Next US Recession May Look Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLong, Moderate and Painful: What Next US Recession May Look Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184947522","content_text":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.America's Post-WWII RecessionsSources: National Bureau of Economic Research, Bureau of Economic AnalysisNote: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase & Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.Inflation GenieAllianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”-- Anna Wong, chief US economistFor his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.A growing number of private economists aren’t convinced.“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus & Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.Housing MarketAnd while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.“We don’t think it will be a severe one but it could be a long one,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044464036,"gmtCreate":1656809968225,"gmtModify":1676535896627,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044464036","repostId":"2248980919","repostType":4,"repost":{"id":"2248980919","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":1656848586,"share":"https://ttm.financial/m/news/2248980919?lang=&edition=fundamental","pubTime":"2022-07-03 19:43","market":"us","language":"en","title":"Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2248980919","media":"Reuters","summary":"July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second q","content":"<html><head></head><body><p>July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.</p><p>In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.</p><p>Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.</p><p>Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla&#39;s history, the company said in a news release.</p><p><img src=\"https://static.tigerbbs.com/b06a0b120caa4763851aba5807bfe85b\" tg-width=\"1017\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-03 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.</p><p>In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.</p><p>Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.</p><p>Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla&#39;s history, the company said in a news release.</p><p><img src=\"https://static.tigerbbs.com/b06a0b120caa4763851aba5807bfe85b\" tg-width=\"1017\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248980919","content_text":"July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China's prolonged lockdown.Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla's history, the company said in a news release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044807439,"gmtCreate":1656728128821,"gmtModify":1676535885051,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044807439","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he&#39;s come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn&#39;t infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&amp;P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what&#39;s been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that&#39;s begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It&#39;s the first time ever that the U.S.&#39;s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we&#39;d expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022&#39;s end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It&#39;s this digital push that&#39;s allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA&#39;s earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street&#39;s forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett&#39;s entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision&#39;s case, it&#39;s faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company&#39;s litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn&#39;t appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard&#39;s stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett&#39;s company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it&#39;s finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there&#39;s a lot of interest in GM&#39;s EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China&#39;s EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street&#39;s forecast earnings for 2022 and 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","ATVI":"动视暴雪","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044804457,"gmtCreate":1656727986379,"gmtModify":1676535884870,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044804457","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he&#39;s come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn&#39;t infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&amp;P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what&#39;s been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that&#39;s begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It&#39;s the first time ever that the U.S.&#39;s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we&#39;d expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022&#39;s end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It&#39;s this digital push that&#39;s allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA&#39;s earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street&#39;s forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett&#39;s entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision&#39;s case, it&#39;s faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company&#39;s litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn&#39;t appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard&#39;s stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett&#39;s company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it&#39;s finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there&#39;s a lot of interest in GM&#39;s EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China&#39;s EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street&#39;s forecast earnings for 2022 and 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","ATVI":"动视暴雪","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045439612,"gmtCreate":1656640112636,"gmtModify":1676535869360,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045439612","repostId":"2248856462","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045130301,"gmtCreate":1656572924103,"gmtModify":1676535856438,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045130301","repostId":"9045198787","repostType":1,"repost":{"id":9045198787,"gmtCreate":1656572323551,"gmtModify":1676535856311,"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000462","authorIdStr":"9000000000000462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Holding AMC stock with confidence doesn’t require a belief in memes. Rather, it’s all about the hope of a recovery when the odds are stacked against a company. But heck, if the “Top Gun” sequel was this successful, maybe AMC Entertainment deserves a second act as well.&nbsp;Investors should assess their risk tolerance when considering a position in AMC stock.","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Holding AMC stock with confidence doesn’t require a belief in memes. Rather, it’s all about the hope of a recovery when the odds are stacked against a company. But heck, if the “Top Gun” sequel was this successful, maybe AMC Entertainment deserves a second act as well.&nbsp;Investors should assess their risk tolerance when considering a position in AMC stock.","text":"$AMC Entertainment(AMC)$ Holding AMC stock with confidence doesn’t require a belief in memes. Rather, it’s all about the hope of a recovery when the odds are stacked against a company. But heck, if the “Top Gun” sequel was this successful, maybe AMC Entertainment deserves a second act as well. Investors should assess their risk tolerance when considering a position in AMC stock.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045198787","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9068305354,"gmtCreate":1651714546065,"gmtModify":1676534955325,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068305354","repostId":"2232025659","repostType":4,"repost":{"id":"2232025659","kind":"highlight","pubTimestamp":1651712452,"share":"https://ttm.financial/m/news/2232025659?lang=&edition=fundamental","pubTime":"2022-05-05 09:00","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2232025659","media":"Motley Fool","summary":"These beaten-down stocks are screaming buys following a peak decline of 23% in the Nasdaq.","content":"<html><head></head><body><p>Whether you&#39;re a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.</p><p>Since the year began, the benchmark <b>S&amp;P 500</b> and iconic <b>Dow Jones Industrial Average</b> entered correction territory with respective declines of at least 10%. Things have been even worse for the growth-driven <b>Nasdaq Composite</b>, which has shed 23% since hitting its all-time closing high in November. This officially puts the Nasdaq in its first bear market since the pandemic meltdown in March 2020.</p><p>Although big declines in the major indexes can be scary at times, history has shown that they&#39;re the perfect time to put your money to work. Every major index, including the Nasdaq Composite, eventually shrugs off each and every correction.</p><p>What&#39;s more, growth stocks can be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the smartest places to invest your money during a correction or bear market. A <b>Bank of America</b>/Merrill Lynch report that examined the performance of growth stocks and value stocks over 90 years (1926-2015) found that growth stocks outperformed during recessions and periods of economic weakness.</p><p>The following three growth stocks are at least 64% below their all-time highs and are now begging to be bought at reduced levels.</p><h2>Sea Limited: Down 78% from its all-time high</h2><p>The first growth stock that&#39;s taken an absolute beating as the Nasdaq has swooned is Singapore-based conglomerate <b>Sea Limited</b>. Shares of Sea skyrocketed tenfold in just an 18-month period during the pandemic, but have gone on to lose 78% of their value since peaking in October.</p><p>Sea is facing a number of pressing questions as global inflation heats up and COVID-19 continues to wreak havoc on supply chains, especially in Asian markets. In particular, Wall Street had become accustomed to jaw-dropping sales growth over the past couple of years. Looking ahead, Sea&#39;s revenue growth is slated to slow a bit, with annual losses expected to continue for a few more years. When big market declines occur, valuation comes into focus, and companies with large annual losses, like Sea Limited, often take it on the chin.</p><p>But there&#39;s another side to this story that should excite patient growth investors. Specifically, Sea has three rapidly growing segments that can all become serious cash flow generators.</p><p>For the moment, the company&#39;s gaming division, known as Garena, is the only operating segment bringing in positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Hit mobile game <i>Free Fire</i> helped lift the number of quarterly active users (QAUs) to 654 million as of the end of 2021. More importantly, 11.8% of these QAUs were paying to play Sea&#39;s games. The typical pay-to-play conversion ratio in mobile gaming is in the low single digits.</p><p>There&#39;s also excitement for SeaMoney, the company&#39;s digital financial services segment. Although it&#39;s still relatively new, nearly 46 million QAUs were using SeaMoney products and services, such as digital wallets, in the fourth quarter. This is an intriguing segment considering that Sea operates in a number of emerging regions where access to basic banking services can be limited.</p><p>Lastly, there&#39;s e-commerce platform Shopee, which has consistently been the most downloaded shopping app in Southeast Asia. Shopee has been picking up momentum in Brazil, too. During the fourth quarter, Shopee had $18.2 billion in gross merchandise value (GMV) traverse its network. That&#39;s more than the $10 billion in GMV recognized in all of 2018. If Sea can significantly improve e-commerce EBITDA into 2023, its share price could rebound in a big way.</p><h2>Green Thumb Industries: Down 64% from its all-time high</h2><p>A second growth stock that&#39;s been absolutely pulverized and is now begging to be bought is cannabis multi-state operator (MSO) <b>Green Thumb Industries</b>. Shares of Green Thumb have declined by 64% since hitting their intra-day high a little over a year ago.</p><p>During the first quarter of 2021, marijuana stocks were all the rage. A Democrat-led Congress, coupled with President Joe Biden taking office, made it appear likely that federal legalization, or at the very least cannabis banking reform, would become a reality. However, with COVID-19 and geopolitical issues dominating lawmakers&#39; time, no reforms have been passed on Capitol Hill. As a result, pot stocks like Green Thumb have been taken to the woodshed.</p><p>But despite a lack of federal reforms, we&#39;ve still witnessed three-quarters of all states legalize cannabis in some capacity. To add, 18 of these states have green-lit adult-use recreational consumption. The point is that individual state regulation is providing more than enough opportunity for well-funded MSOs to thrive.</p><p>Green Thumb opened its 77th operating dispensary last month and generated retail sales from 14 states in 2021.  Although it does have a presence in high-dollar markets like California, the company has wisely chosen to enter a number of limited-license markets. These are states that purposely limit how many cannabis dispensary licenses are issued in total, as well as to a single business. It&#39;s a way of promoting competition and ensuring that companies like Green Thumb have a fair shot to build up their brand(s) and garner a following.</p><p>The one factor that really makes Green Thumb special is its product mix. Only around a third of the company&#39;s sales are derived from dried flower.  The remainder comes from vape products, infused beverages, pre-rolls, edibles, and other derivatives. The key here is that derivatives sport higher price points <i>and</i> better margins. These higher margins have allowed Green Thumb to generate recurring profits while most other MSOs are still losing money.</p><p>Considering that Green Thumb Industries is expected to continue growing its sales by 20% to 25% annually, its forward-year price-to-earnings ratio of 24 makes it a bargain.</p><h2>Etsy: Down 70% from its all-time high</h2><p>A third and final growth stock that&#39;s been battered by the Nasdaq bear market decline is specialty online retail platform <b>Etsy</b>. The former pandemic superstar has shed 70% of its value since hitting an all-time intra-day high five months ago.</p><p>The biggest concerns for Etsy are historically high inflation and the growing prospect of a recession in the United States. The cost for virtually everything has soared, which threatens to reduce consumer spending. That would be bad news for Etsy, which relies on merchants to boost their ad spending over time.</p><p>On the other hand, trying to time inevitable recessions in the U.S. economy is a fool&#39;s errand. History has shown that most recessions only last a few months or a couple of quarters. By comparison, periods of economic expansion are measured in years. Buying rapidly growing and innovative e-commerce players during periods of weakness and holding for years is probably going to be a smart move.</p><p>Furthermore, Etsy brings a competitive advantage to the table that should allow it to stand out. Whereas most online retail platforms target volume, Etsy&#39;s merchants are usually smaller businesses that offer unique/customized products and services that enhance consumer engagement. There&#39;s not an online retail platform that offers engagement at scale quite like Etsy.</p><p>Something else to excite long-term investors is Etsy&#39;s success in converting casual shoppers into habitual buyers. A habitual buyer is defined as a shopper who makes at least six purchases over a trailing-12-month period, with the aggregate value of those purchases hitting at least $200. Since the beginning of the pandemic, the number of habitual buyers has grown by 224%! These habitual buyers are the company&#39;s key to extracting more ad revenue out of the merchants on its platform.</p><p>Even if the U.S. enters a recession -- U.S. first-quarter gross domestic product declined by 1.4% -- Etsy is well-positioned to deliver sustainable double-digit sales growth. Based on Wall Street&#39;s consensus profit forecast (which has proved fluid in recent weeks), a share of Etsy can be picked up for just 21 times forecast earnings in 2023. That&#39;s as inexpensive as this company has ever been.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought</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\">\nNasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.Since the year began, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTBIF":"Green Thumb Industries Inc.","ETSY":"Etsy, Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232025659","content_text":"Whether you're a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.Since the year began, the benchmark S&P 500 and iconic Dow Jones Industrial Average entered correction territory with respective declines of at least 10%. Things have been even worse for the growth-driven Nasdaq Composite, which has shed 23% since hitting its all-time closing high in November. This officially puts the Nasdaq in its first bear market since the pandemic meltdown in March 2020.Although big declines in the major indexes can be scary at times, history has shown that they're the perfect time to put your money to work. Every major index, including the Nasdaq Composite, eventually shrugs off each and every correction.What's more, growth stocks can be one of the smartest places to invest your money during a correction or bear market. A Bank of America/Merrill Lynch report that examined the performance of growth stocks and value stocks over 90 years (1926-2015) found that growth stocks outperformed during recessions and periods of economic weakness.The following three growth stocks are at least 64% below their all-time highs and are now begging to be bought at reduced levels.Sea Limited: Down 78% from its all-time highThe first growth stock that's taken an absolute beating as the Nasdaq has swooned is Singapore-based conglomerate Sea Limited. Shares of Sea skyrocketed tenfold in just an 18-month period during the pandemic, but have gone on to lose 78% of their value since peaking in October.Sea is facing a number of pressing questions as global inflation heats up and COVID-19 continues to wreak havoc on supply chains, especially in Asian markets. In particular, Wall Street had become accustomed to jaw-dropping sales growth over the past couple of years. Looking ahead, Sea's revenue growth is slated to slow a bit, with annual losses expected to continue for a few more years. When big market declines occur, valuation comes into focus, and companies with large annual losses, like Sea Limited, often take it on the chin.But there's another side to this story that should excite patient growth investors. Specifically, Sea has three rapidly growing segments that can all become serious cash flow generators.For the moment, the company's gaming division, known as Garena, is the only operating segment bringing in positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Hit mobile game Free Fire helped lift the number of quarterly active users (QAUs) to 654 million as of the end of 2021. More importantly, 11.8% of these QAUs were paying to play Sea's games. The typical pay-to-play conversion ratio in mobile gaming is in the low single digits.There's also excitement for SeaMoney, the company's digital financial services segment. Although it's still relatively new, nearly 46 million QAUs were using SeaMoney products and services, such as digital wallets, in the fourth quarter. This is an intriguing segment considering that Sea operates in a number of emerging regions where access to basic banking services can be limited.Lastly, there's e-commerce platform Shopee, which has consistently been the most downloaded shopping app in Southeast Asia. Shopee has been picking up momentum in Brazil, too. During the fourth quarter, Shopee had $18.2 billion in gross merchandise value (GMV) traverse its network. That's more than the $10 billion in GMV recognized in all of 2018. If Sea can significantly improve e-commerce EBITDA into 2023, its share price could rebound in a big way.Green Thumb Industries: Down 64% from its all-time highA second growth stock that's been absolutely pulverized and is now begging to be bought is cannabis multi-state operator (MSO) Green Thumb Industries. Shares of Green Thumb have declined by 64% since hitting their intra-day high a little over a year ago.During the first quarter of 2021, marijuana stocks were all the rage. A Democrat-led Congress, coupled with President Joe Biden taking office, made it appear likely that federal legalization, or at the very least cannabis banking reform, would become a reality. However, with COVID-19 and geopolitical issues dominating lawmakers' time, no reforms have been passed on Capitol Hill. As a result, pot stocks like Green Thumb have been taken to the woodshed.But despite a lack of federal reforms, we've still witnessed three-quarters of all states legalize cannabis in some capacity. To add, 18 of these states have green-lit adult-use recreational consumption. The point is that individual state regulation is providing more than enough opportunity for well-funded MSOs to thrive.Green Thumb opened its 77th operating dispensary last month and generated retail sales from 14 states in 2021.  Although it does have a presence in high-dollar markets like California, the company has wisely chosen to enter a number of limited-license markets. These are states that purposely limit how many cannabis dispensary licenses are issued in total, as well as to a single business. It's a way of promoting competition and ensuring that companies like Green Thumb have a fair shot to build up their brand(s) and garner a following.The one factor that really makes Green Thumb special is its product mix. Only around a third of the company's sales are derived from dried flower.  The remainder comes from vape products, infused beverages, pre-rolls, edibles, and other derivatives. The key here is that derivatives sport higher price points and better margins. These higher margins have allowed Green Thumb to generate recurring profits while most other MSOs are still losing money.Considering that Green Thumb Industries is expected to continue growing its sales by 20% to 25% annually, its forward-year price-to-earnings ratio of 24 makes it a bargain.Etsy: Down 70% from its all-time highA third and final growth stock that's been battered by the Nasdaq bear market decline is specialty online retail platform Etsy. The former pandemic superstar has shed 70% of its value since hitting an all-time intra-day high five months ago.The biggest concerns for Etsy are historically high inflation and the growing prospect of a recession in the United States. The cost for virtually everything has soared, which threatens to reduce consumer spending. That would be bad news for Etsy, which relies on merchants to boost their ad spending over time.On the other hand, trying to time inevitable recessions in the U.S. economy is a fool's errand. History has shown that most recessions only last a few months or a couple of quarters. By comparison, periods of economic expansion are measured in years. Buying rapidly growing and innovative e-commerce players during periods of weakness and holding for years is probably going to be a smart move.Furthermore, Etsy brings a competitive advantage to the table that should allow it to stand out. Whereas most online retail platforms target volume, Etsy's merchants are usually smaller businesses that offer unique/customized products and services that enhance consumer engagement. There's not an online retail platform that offers engagement at scale quite like Etsy.Something else to excite long-term investors is Etsy's success in converting casual shoppers into habitual buyers. A habitual buyer is defined as a shopper who makes at least six purchases over a trailing-12-month period, with the aggregate value of those purchases hitting at least $200. Since the beginning of the pandemic, the number of habitual buyers has grown by 224%! These habitual buyers are the company's key to extracting more ad revenue out of the merchants on its platform.Even if the U.S. enters a recession -- U.S. first-quarter gross domestic product declined by 1.4% -- Etsy is well-positioned to deliver sustainable double-digit sales growth. Based on Wall Street's consensus profit forecast (which has proved fluid in recent weeks), a share of Etsy can be picked up for just 21 times forecast earnings in 2023. That's as inexpensive as this company has ever been.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006364512,"gmtCreate":1641608830244,"gmtModify":1676533634540,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006364512","repostId":"2201424321","repostType":4,"repost":{"id":"2201424321","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":1641597180,"share":"https://ttm.financial/m/news/2201424321?lang=&edition=fundamental","pubTime":"2022-01-08 07:13","market":"us","language":"en","title":"Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb","url":"https://stock-news.laohu8.com/highlight/detail?id=2201424321","media":"Reuters","summary":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, ","content":"<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St posts declines for first week of 2022; Nasdaq has worst week since Feb\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-08 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201424321","content_text":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, crypto markets* Indexes: Dow down 0.01%, S&P 500 down 0.4%, Nasdaq down 1%NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve's tightening path in place.Friday's Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.On Wednesday, minutes released of the Fed's Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as \"very tight,\" and signaled the Fed may have to raise rates sooner than expected.\"The investor takeaway is that the labor market continues to be tight despite the headline miss,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.\"Investors are concerned the Fed will be more aggressive than expected.\"Consumer discretionary and and technology sectors led the way lower on the S&P 500 on Friday. Big tech companies have benefited from low interest rates.On the flip side, the S&P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.For the week, the Dow fell 0.3%, the S&P 500 declined 1.9% and the Nasdaq dropped 4.5%.Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.\"The sentiment has turned negative,\" said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"Right now the market is nervous and in the mood to sell at the first hint of bad news.\"Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.The S&P 500 value index added 1% this week, outperforming the S&P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.The S&P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.\"Meme stock\" GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.The S&P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011312641,"gmtCreate":1648817792979,"gmtModify":1676534403768,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011312641","repostId":"1197750951","repostType":4,"repost":{"id":"1197750951","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648816476,"share":"https://ttm.financial/m/news/1197750951?lang=&edition=fundamental","pubTime":"2022-04-01 20:34","market":"us","language":"en","title":"Pre-Bell | GameStop Shines; Hot Chinese ADRs Are Soaring","url":"https://stock-news.laohu8.com/highlight/detail?id=1197750951","media":"Tiger Newspress","summary":"U.S. stock-index futures remain slightly higher after March jobs data.Amid soaring inflation and wor","content":"<html><head></head><body><p>U.S. stock-index futures remain slightly higher after March jobs data.</p><p>Amid soaring inflation and worries about a looming recession, the U.S. economy added slightly fewer jobs than expected in March as the labor market grew increasingly tighter.</p><p>Nonfarm payrolls expanded by 431,000 for the month, while the unemployment rate was 3.6%, the Bureau of Labor Statistics reported Friday. Economists surveyed by Dow Jones had been looking for 490,000 on payrolls and 3.7% for the jobless level.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi Global</a>, NIO, and other U.S.-listed Chinese stocks were soaring Friday following news that Beijing was readying the handover of auditing reports of around 200 companies to U.S. regulators.</p><p><b>Market Snapshot</b></p><p>At 8:33 a.m. ET, Dow e-minis were up 166 points, or 0.48%, S&amp;P 500 e-minis were up 21 points, or 0.46%, and Nasdaq 100 e-minis were down 78 points, or 0.52%.</p><p><img src=\"https://static.tigerbbs.com/d4794d40e986407834fa1e61d7b72157\" tg-width=\"414\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop plans to seek shareholder approval to boost the number of shares outstanding in order to enable a stock split. The videogame retailer is proposing an increase to 1 billion shares from 300 million. The stock surged 13.4% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> – J.P. Morgan Securities removed the stock from its &#34;Analyst Focus List,&#34; saying a moderation in consumer spending may limit benefits from the iPhone SE launch and the potential for upside in services revenue. However, the firm retained an &#34;overweight&#34; rating on the stock.</p><p><b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – BlackBerry earned an unexpected profit for its latest quarter, but the communications software company&#39;s revenue fell below analyst forecasts. The revenue miss came as growth in its cybersecurity unit flattened. Shares slid 5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn Resorts</a></b> – The resort and casino operator&#39;s stock added 2.5% in the premarket after Citi upgraded it to &#34;buy&#34; from &#34;neutral.&#34; Citi cites increasing clarity over regulations and licenses in Macau as well as an attractive valuation.</p><p><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> </b>– Li Auto rallied 5.4% in premarket trading after the China-based electric vehicle maker reported 31,716 vehicles deliveries in March, more than double the year-ago total.</p><p><b><a href=\"https://laohu8.com/S/NIO\">Nio</a> </b>– The China-based electric vehicle company Nio reported deliveries of 9,985 vehicles in March, an increase of 37.6% from a year ago. Nio shares jumped 6.2% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a></b> – The small-cap mining company – best known for an investment from movie theater chain AMC Entertainment (AMC) – added 2.2% in the premarket after reporting a smaller-than-expected quarterly loss. AMC shares rallied 4.6%.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark</a> </b>– The online clothing marketplace operator&#39;s stock slid 2.2% in premarket trading after Stifel cut its rating to &#34;hold&#34; from &#34;buy.&#34; Stifel said the company faces numerous growth challenges despite healthy profit potential and a highly engaged user base.</p><p><b>Market News</b></p><p>Chinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a rare concession to prevent a further decoupling between the world’s two largest economies.</p><p>The China Securities Regulatory Commission and other national regulators are in the process of drafting a framework that will allow most Chinese firms to keep their listings, people familiar with the process said, asking not to be named discussing a private matter. However, the government is prepared to accept that some state-owned enterprises and private companies that hold sensitive data will be delisted, they said.</p><p>Video game retailer GameStop Corp said on Thursday it would seek shareholder approval for a stock split, aiming to become the latest U.S. company to make it easier for retail investors to own its shares.</p><p>Chinese electric vehicle start-ups Nio, Xpeng and Li Auto delivered more cars in March than February even as they faced a number of challenges in the last few weeks.</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>Pre-Bell | GameStop Shines; Hot Chinese ADRs Are Soaring</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\">\nPre-Bell | GameStop Shines; Hot Chinese ADRs Are Soaring\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock-index futures remain slightly higher after March jobs data.</p><p>Amid soaring inflation and worries about a looming recession, the U.S. economy added slightly fewer jobs than expected in March as the labor market grew increasingly tighter.</p><p>Nonfarm payrolls expanded by 431,000 for the month, while the unemployment rate was 3.6%, the Bureau of Labor Statistics reported Friday. Economists surveyed by Dow Jones had been looking for 490,000 on payrolls and 3.7% for the jobless level.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi Global</a>, NIO, and other U.S.-listed Chinese stocks were soaring Friday following news that Beijing was readying the handover of auditing reports of around 200 companies to U.S. regulators.</p><p><b>Market Snapshot</b></p><p>At 8:33 a.m. ET, Dow e-minis were up 166 points, or 0.48%, S&amp;P 500 e-minis were up 21 points, or 0.46%, and Nasdaq 100 e-minis were down 78 points, or 0.52%.</p><p><img src=\"https://static.tigerbbs.com/d4794d40e986407834fa1e61d7b72157\" tg-width=\"414\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop plans to seek shareholder approval to boost the number of shares outstanding in order to enable a stock split. The videogame retailer is proposing an increase to 1 billion shares from 300 million. The stock surged 13.4% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> – J.P. Morgan Securities removed the stock from its &#34;Analyst Focus List,&#34; saying a moderation in consumer spending may limit benefits from the iPhone SE launch and the potential for upside in services revenue. However, the firm retained an &#34;overweight&#34; rating on the stock.</p><p><b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – BlackBerry earned an unexpected profit for its latest quarter, but the communications software company&#39;s revenue fell below analyst forecasts. The revenue miss came as growth in its cybersecurity unit flattened. Shares slid 5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn Resorts</a></b> – The resort and casino operator&#39;s stock added 2.5% in the premarket after Citi upgraded it to &#34;buy&#34; from &#34;neutral.&#34; Citi cites increasing clarity over regulations and licenses in Macau as well as an attractive valuation.</p><p><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> </b>– Li Auto rallied 5.4% in premarket trading after the China-based electric vehicle maker reported 31,716 vehicles deliveries in March, more than double the year-ago total.</p><p><b><a href=\"https://laohu8.com/S/NIO\">Nio</a> </b>– The China-based electric vehicle company Nio reported deliveries of 9,985 vehicles in March, an increase of 37.6% from a year ago. Nio shares jumped 6.2% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a></b> – The small-cap mining company – best known for an investment from movie theater chain AMC Entertainment (AMC) – added 2.2% in the premarket after reporting a smaller-than-expected quarterly loss. AMC shares rallied 4.6%.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark</a> </b>– The online clothing marketplace operator&#39;s stock slid 2.2% in premarket trading after Stifel cut its rating to &#34;hold&#34; from &#34;buy.&#34; Stifel said the company faces numerous growth challenges despite healthy profit potential and a highly engaged user base.</p><p><b>Market News</b></p><p>Chinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a rare concession to prevent a further decoupling between the world’s two largest economies.</p><p>The China Securities Regulatory Commission and other national regulators are in the process of drafting a framework that will allow most Chinese firms to keep their listings, people familiar with the process said, asking not to be named discussing a private matter. However, the government is prepared to accept that some state-owned enterprises and private companies that hold sensitive data will be delisted, they said.</p><p>Video game retailer GameStop Corp said on Thursday it would seek shareholder approval for a stock split, aiming to become the latest U.S. company to make it easier for retail investors to own its shares.</p><p>Chinese electric vehicle start-ups Nio, Xpeng and Li Auto delivered more cars in March than February even as they faced a number of challenges in the last few weeks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AAPL":"苹果","LI":"理想汽车","GME":"游戏驿站","NIO":"蔚来","DIDI":"滴滴(已退市)",".IXIC":"NASDAQ Composite","POSH":"Poshmark, Inc.","DIA":"道琼斯ETF","HYMC":"Hycroft Mining Holding Corporation",".SPX":"S&P 500 Index","BB":"黑莓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197750951","content_text":"U.S. stock-index futures remain slightly higher after March jobs data.Amid soaring inflation and worries about a looming recession, the U.S. economy added slightly fewer jobs than expected in March as the labor market grew increasingly tighter.Nonfarm payrolls expanded by 431,000 for the month, while the unemployment rate was 3.6%, the Bureau of Labor Statistics reported Friday. Economists surveyed by Dow Jones had been looking for 490,000 on payrolls and 3.7% for the jobless level.Alibaba, DiDi Global, NIO, and other U.S.-listed Chinese stocks were soaring Friday following news that Beijing was readying the handover of auditing reports of around 200 companies to U.S. regulators.Market SnapshotAt 8:33 a.m. ET, Dow e-minis were up 166 points, or 0.48%, S&P 500 e-minis were up 21 points, or 0.46%, and Nasdaq 100 e-minis were down 78 points, or 0.52%.Pre-Market MoversGameStop – GameStop plans to seek shareholder approval to boost the number of shares outstanding in order to enable a stock split. The videogame retailer is proposing an increase to 1 billion shares from 300 million. The stock surged 13.4% in the premarket.Apple – J.P. Morgan Securities removed the stock from its \"Analyst Focus List,\" saying a moderation in consumer spending may limit benefits from the iPhone SE launch and the potential for upside in services revenue. However, the firm retained an \"overweight\" rating on the stock.BlackBerry – BlackBerry earned an unexpected profit for its latest quarter, but the communications software company's revenue fell below analyst forecasts. The revenue miss came as growth in its cybersecurity unit flattened. Shares slid 5% in premarket trading.Wynn Resorts – The resort and casino operator's stock added 2.5% in the premarket after Citi upgraded it to \"buy\" from \"neutral.\" Citi cites increasing clarity over regulations and licenses in Macau as well as an attractive valuation.Li Auto – Li Auto rallied 5.4% in premarket trading after the China-based electric vehicle maker reported 31,716 vehicles deliveries in March, more than double the year-ago total.Nio – The China-based electric vehicle company Nio reported deliveries of 9,985 vehicles in March, an increase of 37.6% from a year ago. Nio shares jumped 6.2% in premarket trading.Hycroft Mining – The small-cap mining company – best known for an investment from movie theater chain AMC Entertainment (AMC) – added 2.2% in the premarket after reporting a smaller-than-expected quarterly loss. AMC shares rallied 4.6%.Poshmark – The online clothing marketplace operator's stock slid 2.2% in premarket trading after Stifel cut its rating to \"hold\" from \"buy.\" Stifel said the company faces numerous growth challenges despite healthy profit potential and a highly engaged user base.Market NewsChinese authorities are preparing to give U.S. regulators full access to auditing reports of the majority of the 200-plus companies listed in New York as soon as mid-this year, making a rare concession to prevent a further decoupling between the world’s two largest economies.The China Securities Regulatory Commission and other national regulators are in the process of drafting a framework that will allow most Chinese firms to keep their listings, people familiar with the process said, asking not to be named discussing a private matter. However, the government is prepared to accept that some state-owned enterprises and private companies that hold sensitive data will be delisted, they said.Video game retailer GameStop Corp said on Thursday it would seek shareholder approval for a stock split, aiming to become the latest U.S. company to make it easier for retail investors to own its shares.Chinese electric vehicle start-ups Nio, Xpeng and Li Auto delivered more cars in March than February even as they faced a number of challenges in the last few weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005446735,"gmtCreate":1642389960810,"gmtModify":1676533707121,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005446735","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果","TSLA":"特斯拉","CRM":"赛富时","MSFT":"微软","NFLX":"奈飞","ADBE":"Adobe","DOCU":"Docusign"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087938431,"gmtCreate":1650938129533,"gmtModify":1676534819719,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087938431","repostId":"2230121904","repostType":4,"repost":{"id":"2230121904","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":1650918632,"share":"https://ttm.financial/m/news/2230121904?lang=&edition=fundamental","pubTime":"2022-04-26 04:30","market":"us","language":"en","title":"US STOCKS-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2230121904","media":"Reuters","summary":"\"The Dow Jones Industrial Average  rose 0.7% to end at 34,049.46 points, while the S&P 500  gained 0.57% to 4,296.12.The Nasdaq Composite  climbed 1.29% to 13,004.85.The CBOE Volatility index , known as Wall Street's fear gauge, hit as high as 31.6 points, its highest level since mid-March.Bleak results from pandemic darling $Netflix $ along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq  to about 18%.Traders are pricing in b","content":"<html><head></head><body><p>(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter </a> ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world&#39;s richest person. read more</p><p>The S&amp;P 500 traded in negative territory for much of the session but extended gains after Twitter&#39;s announcement. The S&amp;P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.</p><p>&#34;You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,&#34; said Dennis Dick, a trader at Bright Trading LLC.</p><p>Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.</p><p>The S&amp;P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.</p><p>Oil majors <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> and <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> declined more than 2%, and oilfield services companies <a href=\"https://laohu8.com/S/SLB\">Schlumberger NV </a> and Halliburton Co (HAL.N) also fell more than 6%.</p><p>Google-owner <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> rallied 2.9% ahead of its quarterly report after the bell on Tuesday. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and Facebook owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms </a> also gained.</p><p>Nearly a third of S&amp;P 500 index firms are due to report this week. Of the 102 companies in the S&amp;P 500 that posted earnings so far, 77.5% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>&#34;Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,&#34; said Jake Dollarhide, chief executive officer at Longbow Asset Management. &#34;What is the outlook for these companies going to be?&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&amp;P 500 (.SPX) gained 0.57% to 4,296.12.</p><p>The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.</p><p>The CBOE Volatility index (.VIX), known as Wall Street&#39;s fear gauge, hit as high as 31.6 points, its highest level since mid-March.</p><p>Bleak results from pandemic darling <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.</p><p>Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a &#34;go&#34; sign to a half-point rate hike in May and signaled he would be open to &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy. read more</p><p>Silicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.</p><p>Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Ends Sharply Higher After Twitter Agrees to Be Bought By Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-26 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter </a> ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world&#39;s richest person. read more</p><p>The S&amp;P 500 traded in negative territory for much of the session but extended gains after Twitter&#39;s announcement. The S&amp;P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.</p><p>&#34;You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,&#34; said Dennis Dick, a trader at Bright Trading LLC.</p><p>Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.</p><p>The S&amp;P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.</p><p>Oil majors <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> and <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> declined more than 2%, and oilfield services companies <a href=\"https://laohu8.com/S/SLB\">Schlumberger NV </a> and Halliburton Co (HAL.N) also fell more than 6%.</p><p>Google-owner <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> rallied 2.9% ahead of its quarterly report after the bell on Tuesday. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and Facebook owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms </a> also gained.</p><p>Nearly a third of S&amp;P 500 index firms are due to report this week. Of the 102 companies in the S&amp;P 500 that posted earnings so far, 77.5% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>&#34;Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,&#34; said Jake Dollarhide, chief executive officer at Longbow Asset Management. &#34;What is the outlook for these companies going to be?&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&amp;P 500 (.SPX) gained 0.57% to 4,296.12.</p><p>The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.</p><p>The CBOE Volatility index (.VIX), known as Wall Street&#39;s fear gauge, hit as high as 31.6 points, its highest level since mid-March.</p><p>Bleak results from pandemic darling <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.</p><p>Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a &#34;go&#34; sign to a half-point rate hike in May and signaled he would be open to &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy. read more</p><p>Silicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.</p><p>Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SLB":"斯伦贝谢","BK4581":"高盛持仓",".SPX":"S&P 500 Index","BK4099":"汽车制造商","HAL":"哈里伯顿","BK4511":"特斯拉概念","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","MSFT":"微软","CVX":"雪佛龙","XOM":"埃克森美孚","NFLX":"奈飞","TWTR":"Twitter","AAPL":"苹果","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230121904","content_text":"(Reuters) - Wall Street rose on Monday, with the Nasdaq ending sharply higher after Twitter agreed to be bought by billionaire Elon Musk, sparking a late day rally in growth stocks.Twitter  ended up 5.6% after announcing it would be bought by Musk in a deal that will shift control of the social media giant to the world's richest person. read moreThe S&P 500 traded in negative territory for much of the session but extended gains after Twitter's announcement. The S&P 500 growth index (.IGX) ended up over 1%, also bouncing back from an earlier decline.\"You can tell growth wanted to rally all day but the market was holding it down. The Twitter news came and that was just a green light to start buying some of the growth names. They have been oversold for a while,\" said Dennis Dick, a trader at Bright Trading LLC.Earlier, uncertainty reverberated across world markets, with Chinese shares marking their biggest slump since a pandemic-led selling in February 2020 and European stocks falling to their lowest in over a month on fears of strict restrictions in China.The S&P energy index (.SPNY) dropped 3.3% as Brent crude prices dropped almost 5% toward $100 a barrel.Oil majors Chevron Corp and ExxonMobil declined more than 2%, and oilfield services companies Schlumberger NV  and Halliburton Co (HAL.N) also fell more than 6%.Google-owner Alphabet  rallied 2.9% ahead of its quarterly report after the bell on Tuesday. Microsoft  and Facebook owner Meta Platforms  also gained.Nearly a third of S&P 500 index firms are due to report this week. Of the 102 companies in the S&P 500 that posted earnings so far, 77.5% reported above analysts' expectations, according to Refinitiv data.\"Earnings are going to be crucial to the mindset of the of the average investor. The playbook was buy Apple, buy Netflix, buy Google and throw away the key, but that playbook is no longer working,\" said Jake Dollarhide, chief executive officer at Longbow Asset Management. \"What is the outlook for these companies going to be?\"The Dow Jones Industrial Average (.DJI) rose 0.7% to end at 34,049.46 points, while the S&P 500 (.SPX) gained 0.57% to 4,296.12.The Nasdaq Composite (.IXIC) climbed 1.29% to 13,004.85.The CBOE Volatility index (.VIX), known as Wall Street's fear gauge, hit as high as 31.6 points, its highest level since mid-March.Bleak results from pandemic darling Netflix  along with surging bond yields pummeled high-growth stocks last week, bringing year-to-date losses in the tech-heavy Nasdaq (.IXIC) to about 18%.Traders are pricing in big moves by the Fed this year to control inflation after a series of hawkish remarks from policymakers. Fed Chair Jerome Powell last week gave a \"go\" sign to a half-point rate hike in May and signaled he would be open to \"front-end loading\" the U.S. central bank's retreat from super-easy monetary policy. read moreSilicon Motion Technology Corp jumped almost 13%after a report that the chipmaker is exploring a sale.Volume on U.S. exchanges was 12.8 billion shares, compared with the 12.7 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.21-to-1 ratio favored advancers.The S&P 500 posted 2 new 52-week highs and 50 new lows; the Nasdaq Composite recorded 26 new highs and 493 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095413949,"gmtCreate":1644971869315,"gmtModify":1676533981424,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095413949","repostId":"2211637053","repostType":4,"repost":{"id":"2211637053","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":1644966042,"share":"https://ttm.financial/m/news/2211637053?lang=&edition=fundamental","pubTime":"2022-02-16 07:00","market":"us","language":"en","title":"US STOCKS-Wall Street Surges as Easing Geopolitical Worries Fuel Broad Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2211637053","media":"Reuters","summary":"Wall Street ended sharply higher on Tuesday, as signs of de-escalating tensions along the Russia-Ukraine border sparked a risk-on session.All three major indexes notched solid advances on the day, wit","content":"<html><head></head><body><p>Wall Street ended sharply higher on Tuesday, as signs of de-escalating tensions along the Russia-Ukraine border sparked a risk-on session.</p><p>All three major indexes notched solid advances on the day, with market leading tech and tech-adjacent stocks providing the biggest boost and putting the Nasdaq, which gained 2.5%, out front.</p><p>The Philadelphia SE Semiconductor index jumped 5.5% in its largest one-day percentage gain since March 2021.</p><p>Geopolitical heat was turned down a notch after Russia said it had withdrawn some of its troops near the Ukraine border, prompting bullish equities sentiment and causing crude prices to slide on easing supply concerns.</p><p>The announcement received guarded responses, and the United States and NATO said they had yet to see evidence of a drawdown.</p><p>Stocks briefly pared gains late in the session, when U.S. President Joe Biden said that while diplomatic efforts are ongoing.</p><p>&#34;Nice rally today, thanks to (Russian President Vladimir) Putin,&#34; said David Carter, managing director at Wealthspire Advisors in New York.</p><p>&#34;Markets have been moving based on Putin or (Federal Reserve Chairman Jerome) Powell,&#34; Carter added. &#34;Putin and his intentions with Ukraine and Powell and his intentions regarding interest rates.&#34;</p><p>The CBOE market volatility index backed down from a three-week high.</p><p>On the economic front, a report from the Labor Department showed producer prices surged in January at twice the expected rate, reinforcing economist expectations that the Federal Reserve will take on stubbornly persistent inflation by aggressively hiking key interest rates.</p><p>&#34;Inflation data suggests prices are rising, but markets already knew this,&#34; Carter said.</p><p>The graphic below shows producer price index <a href=\"https://laohu8.com/S/PPI\">$(PPI)$</a> data, along with other major indicators, and how far they have risen beyond the Fed&#39;s average annual 2% inflation target:</p><p>The market has now priced in better than even odds that the central bank will raise the Fed funds target rate by 50 basis points at its March monetary policy meeting.</p><p>&#34;The market is now priced for a more aggressive Fed, and outside of geopolitics there’s reduced uncertainty,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;But the market is never certain so you always dealing probabilities.&#34;</p><p>The Dow Jones Industrial Average rose 422.67 points, or 1.22%, to 34,988.84, the S&amp;P 500    gained 69.4 points, or 1.58%, to 4,471.07 and the Nasdaq Composite added 348.84 points, or 2.53%, to 14,139.76.</p><p>Nine of the 11 major sectors in the S&amp;P 500 closed green, with tech shares enjoying the largest percentage gain, jumping 2.7%. Energy stocks,    weighed by sliding crude prices, fell 1.4%.</p><p>Fourth quarter reporting season is entering its last stretch, with 370 of the companies in the S&amp;P 500 having reported. Of those, 78.1% have beaten analyst estimates, according to preliminary Refinitiv data.</p><p>&#34;It&#39;s nice to have that earnings strength underlying these macro issues,&#34; Mayfield added.</p><p>The Philadelphia SE Semiconductor index&#39;s surge followed Intel Corp&#39;s announcement of a $5.4 billion deal to buy Israeli chipmaker <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor.</p><p>Restaurant Brands International rose 3.6% after the fast food operator beat quarterly profit and revenue estimates.</p><p>Hotelier Marriott International also beat Wall Street expectations due to rising occupancy rates, sending its shares up 5.8%.</p><p>Other travel-related companies surged, with the S&amp;P 1500 airlines index and hotels/restaurants/leisure index rising 5.9% and 2.4%, respectively.</p><p>Shares of cloud infrastructure company Arista Networks</p><p>jumped 5.8% after it forecast better-than-anticipated current quarter revenue.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.87-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 6 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 39 new highs and 70 new lows.</p><p>Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.60 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Surges as Easing Geopolitical Worries Fuel Broad Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Surges as Easing Geopolitical Worries Fuel Broad Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-16 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended sharply higher on Tuesday, as signs of de-escalating tensions along the Russia-Ukraine border sparked a risk-on session.</p><p>All three major indexes notched solid advances on the day, with market leading tech and tech-adjacent stocks providing the biggest boost and putting the Nasdaq, which gained 2.5%, out front.</p><p>The Philadelphia SE Semiconductor index jumped 5.5% in its largest one-day percentage gain since March 2021.</p><p>Geopolitical heat was turned down a notch after Russia said it had withdrawn some of its troops near the Ukraine border, prompting bullish equities sentiment and causing crude prices to slide on easing supply concerns.</p><p>The announcement received guarded responses, and the United States and NATO said they had yet to see evidence of a drawdown.</p><p>Stocks briefly pared gains late in the session, when U.S. President Joe Biden said that while diplomatic efforts are ongoing.</p><p>&#34;Nice rally today, thanks to (Russian President Vladimir) Putin,&#34; said David Carter, managing director at Wealthspire Advisors in New York.</p><p>&#34;Markets have been moving based on Putin or (Federal Reserve Chairman Jerome) Powell,&#34; Carter added. &#34;Putin and his intentions with Ukraine and Powell and his intentions regarding interest rates.&#34;</p><p>The CBOE market volatility index backed down from a three-week high.</p><p>On the economic front, a report from the Labor Department showed producer prices surged in January at twice the expected rate, reinforcing economist expectations that the Federal Reserve will take on stubbornly persistent inflation by aggressively hiking key interest rates.</p><p>&#34;Inflation data suggests prices are rising, but markets already knew this,&#34; Carter said.</p><p>The graphic below shows producer price index <a href=\"https://laohu8.com/S/PPI\">$(PPI)$</a> data, along with other major indicators, and how far they have risen beyond the Fed&#39;s average annual 2% inflation target:</p><p>The market has now priced in better than even odds that the central bank will raise the Fed funds target rate by 50 basis points at its March monetary policy meeting.</p><p>&#34;The market is now priced for a more aggressive Fed, and outside of geopolitics there’s reduced uncertainty,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;But the market is never certain so you always dealing probabilities.&#34;</p><p>The Dow Jones Industrial Average rose 422.67 points, or 1.22%, to 34,988.84, the S&amp;P 500    gained 69.4 points, or 1.58%, to 4,471.07 and the Nasdaq Composite added 348.84 points, or 2.53%, to 14,139.76.</p><p>Nine of the 11 major sectors in the S&amp;P 500 closed green, with tech shares enjoying the largest percentage gain, jumping 2.7%. Energy stocks,    weighed by sliding crude prices, fell 1.4%.</p><p>Fourth quarter reporting season is entering its last stretch, with 370 of the companies in the S&amp;P 500 having reported. Of those, 78.1% have beaten analyst estimates, according to preliminary Refinitiv data.</p><p>&#34;It&#39;s nice to have that earnings strength underlying these macro issues,&#34; Mayfield added.</p><p>The Philadelphia SE Semiconductor index&#39;s surge followed Intel Corp&#39;s announcement of a $5.4 billion deal to buy Israeli chipmaker <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor.</p><p>Restaurant Brands International rose 3.6% after the fast food operator beat quarterly profit and revenue estimates.</p><p>Hotelier Marriott International also beat Wall Street expectations due to rising occupancy rates, sending its shares up 5.8%.</p><p>Other travel-related companies surged, with the S&amp;P 1500 airlines index and hotels/restaurants/leisure index rising 5.9% and 2.4%, respectively.</p><p>Shares of cloud infrastructure company Arista Networks</p><p>jumped 5.8% after it forecast better-than-anticipated current quarter revenue.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.87-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 6 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 39 new highs and 70 new lows.</p><p>Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.60 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4141":"半导体产品","INTC":"英特尔",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4512":"苹果概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","PPI":"AXS Astoria Inflation Sensitive ETF","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211637053","content_text":"Wall Street ended sharply higher on Tuesday, as signs of de-escalating tensions along the Russia-Ukraine border sparked a risk-on session.All three major indexes notched solid advances on the day, with market leading tech and tech-adjacent stocks providing the biggest boost and putting the Nasdaq, which gained 2.5%, out front.The Philadelphia SE Semiconductor index jumped 5.5% in its largest one-day percentage gain since March 2021.Geopolitical heat was turned down a notch after Russia said it had withdrawn some of its troops near the Ukraine border, prompting bullish equities sentiment and causing crude prices to slide on easing supply concerns.The announcement received guarded responses, and the United States and NATO said they had yet to see evidence of a drawdown.Stocks briefly pared gains late in the session, when U.S. President Joe Biden said that while diplomatic efforts are ongoing.\"Nice rally today, thanks to (Russian President Vladimir) Putin,\" said David Carter, managing director at Wealthspire Advisors in New York.\"Markets have been moving based on Putin or (Federal Reserve Chairman Jerome) Powell,\" Carter added. \"Putin and his intentions with Ukraine and Powell and his intentions regarding interest rates.\"The CBOE market volatility index backed down from a three-week high.On the economic front, a report from the Labor Department showed producer prices surged in January at twice the expected rate, reinforcing economist expectations that the Federal Reserve will take on stubbornly persistent inflation by aggressively hiking key interest rates.\"Inflation data suggests prices are rising, but markets already knew this,\" Carter said.The graphic below shows producer price index $(PPI)$ data, along with other major indicators, and how far they have risen beyond the Fed's average annual 2% inflation target:The market has now priced in better than even odds that the central bank will raise the Fed funds target rate by 50 basis points at its March monetary policy meeting.\"The market is now priced for a more aggressive Fed, and outside of geopolitics there’s reduced uncertainty,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"But the market is never certain so you always dealing probabilities.\"The Dow Jones Industrial Average rose 422.67 points, or 1.22%, to 34,988.84, the S&P 500    gained 69.4 points, or 1.58%, to 4,471.07 and the Nasdaq Composite added 348.84 points, or 2.53%, to 14,139.76.Nine of the 11 major sectors in the S&P 500 closed green, with tech shares enjoying the largest percentage gain, jumping 2.7%. Energy stocks,    weighed by sliding crude prices, fell 1.4%.Fourth quarter reporting season is entering its last stretch, with 370 of the companies in the S&P 500 having reported. Of those, 78.1% have beaten analyst estimates, according to preliminary Refinitiv data.\"It's nice to have that earnings strength underlying these macro issues,\" Mayfield added.The Philadelphia SE Semiconductor index's surge followed Intel Corp's announcement of a $5.4 billion deal to buy Israeli chipmaker Tower Semiconductor.Restaurant Brands International rose 3.6% after the fast food operator beat quarterly profit and revenue estimates.Hotelier Marriott International also beat Wall Street expectations due to rising occupancy rates, sending its shares up 5.8%.Other travel-related companies surged, with the S&P 1500 airlines index and hotels/restaurants/leisure index rising 5.9% and 2.4%, respectively.Shares of cloud infrastructure company Arista Networksjumped 5.8% after it forecast better-than-anticipated current quarter revenue.Advancing issues outnumbered declining ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.87-to-1 ratio favored advancers.The S&P 500 posted 6 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 39 new highs and 70 new lows.Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.60 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071818949,"gmtCreate":1657508058581,"gmtModify":1676536016635,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071818949","repostId":"2250787776","repostType":4,"repost":{"id":"2250787776","kind":"highlight","pubTimestamp":1657524287,"share":"https://ttm.financial/m/news/2250787776?lang=&edition=fundamental","pubTime":"2022-07-11 15:24","market":"us","language":"en","title":"Alibaba's Logistics Model Boosts Operating Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2250787776","media":"seekingalpha","summary":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN)","content":"<html><head></head><body><h2>Introduction</h2><p>Headlines note that <a href=\"https://laohu8.com/S/BABA\">Alibaba </a> has higher operating margins than JD (JD) and Amazon (AMZN) since they&#39;re not burdened with a meaningful low-margin first-party (&#34;1P&#34;) business. My thesis is that Alibaba&#39;s asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.</p><p>We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.</p><p>At the time of this writing, 100 RMB equals $15.</p><h2>The Numbers</h2><p>Alibaba&#39;s logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we&#39;re interested in to see how things measure up against Alibaba&#39;s GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba&#39;s GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don&#39;t get a free lunch; logistics fees are paid to Cainiao&#39;s capital-intensive partners.</p><p>JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in <i>all of Alibaba</i> through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a7e67d1ea740886d0daf762f016277\" tg-width=\"800\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>2021 JD Logistics income statement (2021 JD Logistics results)</span></p><p>Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&amp;D and RMB 2,867 G&amp;A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD&#39;s RMB 3,300 billion GMV.</p><p>Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don&#39;t mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD&#39;s obfuscation of the breakdown between 1P and 3P. Amazon doesn&#39;t break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon&#39;s 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.</p><p>Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af5cfb904d0a889421c6b681accee9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Alibaba operating income (Author&#39;s spreadsheet)</span></p><p>Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon&#39;s operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon&#39;s 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon&#39;s 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao&#39;s asset-light approach gives them flexibility such that the results are not devastating when they overspend.</p><h2>Alibaba Learned From <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s Mistakes</h2><p>Some companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon&#39;s GMV has taken off since that time while eBay&#39;s has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it&#39;s just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.</p><h2>Serving External Customers Globally</h2><p>Again, 69% of Cainiao&#39;s revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:</p><blockquote>The latest step in Alibaba Group&#39;s global logistics expansion follows last month&#39;s launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. &#34;Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,&#34; said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.</blockquote><p>A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:</p><blockquote>For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)</blockquote><p>A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (&#34;SME&#34;) export business in South Korea:</p><blockquote>As part of the agreement, SMEs will be able to leverage Cainiao&#39;s one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. &#34;SMEs are the growth engines of the economy,&#34; said James Zhao, General Manager for Global Supply Chain, Cainiao Network. &#34;We are honoured to be selected as KOSME&#39;s official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. &#34;As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.</blockquote><p>An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao&#39;s flights from Malaysia to the UK that will service eBay B2B and B2C businesses.</p><h2>BABA Stock Valuation</h2><p>The 2020 Investor Day presentation shows 2 types of take rates defined as follows:</p><blockquote>1. Take rate for customer management revenue (&#34;CMR&#34;) and commission is the sum of CMR and commission <i>divided by China retail marketplace GMV</i>.</blockquote><blockquote>2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).</blockquote><p>The first type of take rate has not climbed the way I hoped it would over the last few years:</p><p>FY20: 3.7% or RMB 246,482 million/RMB 6,589 billion</p><p>FY21: 4.1% or RMB 306,070 million/RMB 7,494 billion</p><p>FY22: 3.9% or RMB 315,038 million/RMB 7,976 billion</p><p>The second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don&#39;t know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.</p><p>In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.</p><p>Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn&#39;t done a good job explaining the ROI from these costly efforts.</p><p>Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:</p><p>RMB 12,427 million intangible assets</p><p>RMB 9,093 million licensed copyrights</p><p>-------------------------</p><p>RMB 21,520 million</p><p>I view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b248cd92b1754834384db1976cea4ea7\" tg-width=\"800\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/><span>Alibaba core segments (2021 20-F)</span></p><p>The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.</p><p>Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31042549f3c5f045120a05678400eb0e\" tg-width=\"428\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba core EBITA (4Q22 release)</span></p><p>China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.</p><p>Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb68801ce12c86554d314bd38be1cf4\" tg-width=\"795\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba segments (4Q22 release)</span></p><p>I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.</p><p>The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.</p><p>The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.</p><p>Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.</p><p>21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.</p><p>The market cap is less than my valuation range and I think the stock is undervalued.</p><p>Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Logistics Model Boosts Operating Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Logistics Model Boosts Operating Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250787776","content_text":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is that Alibaba's asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.At the time of this writing, 100 RMB equals $15.The NumbersAlibaba's logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we're interested in to see how things measure up against Alibaba's GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba's GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don't get a free lunch; logistics fees are paid to Cainiao's capital-intensive partners.JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in all of Alibaba through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:2021 JD Logistics income statement (2021 JD Logistics results)Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&D and RMB 2,867 G&A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD's RMB 3,300 billion GMV.Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don't mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD's obfuscation of the breakdown between 1P and 3P. Amazon doesn't break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon's 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:Alibaba operating income (Author's spreadsheet)Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon's operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon's 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon's 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao's asset-light approach gives them flexibility such that the results are not devastating when they overspend.Alibaba Learned From eBay's MistakesSome companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon's GMV has taken off since that time while eBay's has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it's just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.Serving External Customers GloballyAgain, 69% of Cainiao's revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:The latest step in Alibaba Group's global logistics expansion follows last month's launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. \"Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,\" said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (\"SME\") export business in South Korea:As part of the agreement, SMEs will be able to leverage Cainiao's one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. \"SMEs are the growth engines of the economy,\" said James Zhao, General Manager for Global Supply Chain, Cainiao Network. \"We are honoured to be selected as KOSME's official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. \"As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao's flights from Malaysia to the UK that will service eBay B2B and B2C businesses.BABA Stock ValuationThe 2020 Investor Day presentation shows 2 types of take rates defined as follows:1. Take rate for customer management revenue (\"CMR\") and commission is the sum of CMR and commission divided by China retail marketplace GMV.2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).The first type of take rate has not climbed the way I hoped it would over the last few years:FY20: 3.7% or RMB 246,482 million/RMB 6,589 billionFY21: 4.1% or RMB 306,070 million/RMB 7,494 billionFY22: 3.9% or RMB 315,038 million/RMB 7,976 billionThe second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don't know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn't done a good job explaining the ROI from these costly efforts.Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:RMB 12,427 million intangible assetsRMB 9,093 million licensed copyrights-------------------------RMB 21,520 millionI view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:Alibaba core segments (2021 20-F)The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:Alibaba core EBITA (4Q22 release)China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:Alibaba segments (4Q22 release)I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.The market cap is less than my valuation range and I think the stock is undervalued.Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035487076,"gmtCreate":1647655542633,"gmtModify":1676534256035,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035487076","repostId":"2220484770","repostType":4,"repost":{"id":"2220484770","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":1647644857,"share":"https://ttm.financial/m/news/2220484770?lang=&edition=fundamental","pubTime":"2022-03-19 07:07","market":"us","language":"en","title":"Wall St Closes Higher after Biden-XI Talks End, Oil Steadies","url":"https://stock-news.laohu8.com/highlight/detail?id=2220484770","media":"Reuters","summary":"No. But is it happier that it's around $100 than going up $20 every day?Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industr","content":"<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Closes Higher after Biden-XI Talks End, Oil Steadies</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\">\nWall St Closes Higher after Biden-XI Talks End, Oil Steadies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-19 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4568":"美国抗疫概念","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","BK4550":"红杉资本持仓","BK4500":"航空公司","SDS":"两倍做空标普500ETF","BK4551":"寇图资本持仓","TQQQ":"纳指三倍做多ETF","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","OEX":"标普100","DAL":"达美航空","MRNA":"Moderna, Inc.","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","BK4516":"特朗普概念","IVV":"标普500指数ETF","BK4564":"太空概念","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","SSO":"两倍做多标普500ETF","BA":"波音","BK4008":"航空公司","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4139":"生物科技","FDX":"联邦快递","BK4533":"AQR资本管理(全球第二大对冲基金)","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220484770","content_text":"* FedEx falls on lower-than-expected quarterly earnings* Moderna up on seeking FDA authorization for second booster* Indexes rise: Dow 0.8%, S&P 500 1.17%, Nasdaq 2.05%March 18 (Reuters) - Wall Street's three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve's Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.\"The read out from the meeting was as expected,\" said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.\"Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.\"Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.\"Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,\" he said.In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren't too far above $100 on Friday after recently surpassing $130.\"At least for this week oil has found a level. That's someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,\" said Sosnick. \"Does the market like oil around $100? No. But is it happier that it's around $100 than going up $20 every day? Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.Wall Street's three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.Ten of the 11 major S&P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.The only declining sector was utilities which ended the session down 0.9%.Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011641976,"gmtCreate":1648863966002,"gmtModify":1676534413625,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011641976","repostId":"2224134076","repostType":4,"repost":{"id":"2224134076","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":1648853352,"share":"https://ttm.financial/m/news/2224134076?lang=&edition=fundamental","pubTime":"2022-04-02 06:49","market":"us","language":"en","title":"US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track","url":"https://stock-news.laohu8.com/highlight/detail?id=2224134076","media":"Reuters","summary":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose","content":"<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&amp;P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&amp;P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department&#39;s employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>&#34;Job gains were broad, more people are going back to the office,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>&#34;If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.&#34;</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&amp;P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&amp;P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank&#39;s May meeting stand at 73.3%, according to CME&#39;s FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using &#34;some&#34; half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&amp;P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed&#39;s response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the &#34;meme stock&#34; trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst &#34;focus list&#34; along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-02 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&amp;P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&amp;P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department&#39;s employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>&#34;Job gains were broad, more people are going back to the office,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>&#34;If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.&#34;</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&amp;P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&amp;P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank&#39;s May meeting stand at 73.3%, according to CME&#39;s FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using &#34;some&#34; half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&amp;P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed&#39;s response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the &#34;meme stock&#34; trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst &#34;focus list&#34; along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224134076","content_text":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.The Labor Department's employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.\"Job gains were broad, more people are going back to the office,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.\"If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.\"The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.For the week, the Dow slipped 0.1%, the S&P edged up 0.1% and the Nasdaq advanced 0.7%.Expectations for a 50-basis point interest rate hike at the central bank's May meeting stand at 73.3%, according to CME's FedWatch Tool.At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using \"some\" half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.The S&P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed's response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.Video game retailer GameStop Corp, part of the \"meme stock\" trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.Apple Inc dipped 0.17% after J.P. Morgan removed the stock from its analyst \"focus list\" along with Qualcomm, which slumped 3.81%.Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094327692,"gmtCreate":1645064618559,"gmtModify":1676533993527,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094327692","repostId":"1117526286","repostType":4,"repost":{"id":"1117526286","kind":"news","pubTimestamp":1645064058,"share":"https://ttm.financial/m/news/1117526286?lang=&edition=fundamental","pubTime":"2022-02-17 10:14","market":"us","language":"en","title":"7 Dependable Dividend Stocks for Your Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=1117526286","media":"InvestorPlace","summary":"The S&P 500 is down about 7% year to date. Overall, it’s down by nearly a percent in the last six mo","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> is down about 7% year to date. Overall, it’s down by nearly a percent in the last six months. And that’s why dependable dividend stocks are crucial for long-term investors looking to grow their wealth in good times and bad.</p><p>I’m not saying that growth stocks are a bad thing. I’m just saying that at times like these, you need to make sure you’re in the right growth stocks. And alongside those quality growth stocks, make sure you have some quality dividend stocks as well.</p><p>After a multi-year stretch of go-go growth, we’re now entering a new phase of the market. The big money is already rotating out of momentum-driven growth and looking for value again.</p><p>That means companies with earnings are gaining favor as interest rates start to climb. And many quality companies with strong fundamentals are dividend stocks. They tend to get overlooked in the good times.</p><p>But solid, dependable growth and a dividend to match provide long-term investors a solid base in turbulent times. Here are seven companies that offer that combination:</p><ul><li><b>Blackstone</b>(NYSE:<b><u>BX</u></b>)</li><li><b>Kearny Financial</b>(NASDAQ:<b><u>KRNY</u></b>)</li><li><b>National Storage Affiliates</b>(NYSE:<b><u>NSA</u></b>)</li><li><b>First BanCorp</b>(NYSE:<b><u>FBP</u></b>)</li><li><b>Greif Inc</b>(NYSE:<b><u>GEF</u></b>)</li><li><b>HP Inc</b>(NYSE:<b><u>HPQ</u></b>)</li><li><b>Global Partners</b>(NYSE:<b><u>GLP</u></b>)</li></ul><p>Dividend Stocks: Blackstone (BX)</p><p>Private equity funds are always in vogue in times of market transition. And the bigger they are, the more popular they become when things get volatile.</p><p>BX has a $153 billion market cap, which makes it a significant player. What’s more, the stock has gained 79% in the past 12 months. Yet it still trades at a trailing P/E (price-to-earnings ratio) below 15.</p><p>Those kinds of numbers make it very attractive. Its 3.3% dividend may not be keeping up with 7% inflation, but it certainly takes a chunk out of it, especially when growth is a brisk as it is.</p><p>BX stock is very popular with institutional investors right now because it’s a heavyweight firm with a diversified portfolio of operations. That’s comfort right now. And that dividend is rock solid.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>Kearney Financial (KRNY)</p><p>For more than 135 years, KRNY has been a key player in the financial lives of communities in New Jersey, Brooklyn and Staten Island. Today, it has more than $7 billion in assets, which isn’t surprising since many of those smaller communities are now commuter suburbs into New York City.</p><p>And when you’re looking for dependable dividend stocks, one of the key components is your ability to own a company that has a dependable revenue stream and a history of delivering for its customers.</p><p>KRNY fits these criteria, even if its market cap sits just below $1 billion. Remember this is an established bank, not an up and coming fintech. The stock has gained 23% in the past 12 months, and rising rates will help its earnings. It also has a P/E below 14, yet delivers an attractive 3.3% dividend.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>Dividend Stocks: National Storage Affiliates (NSA)</p><p>Storage facilities have been strong since the great market meltdown in 2008. What makes NSA unique among them is it’s operated as a real estate investment trust. It also focuses on secondary and tertiary markets, building ownership interests in regional independent storage companies.</p><p>To date, NSA has ownership interests in more than 940 self storage properties in 38 states, plus Puerto Rico. Its largest stakes are growth markets like California, Texas, Florida and Georgia. But aside from the Dakotas, Montana and handful of other more sparsely populated states, it has properties across the lower 48.</p><p>Its $7 billion market cap makes it a solid mid-cap stock, which is a great place to be in this kind of market. It has room to grow yet won’t crumble if things get challenging.</p><p>NSA stock has gained 57% in the past 12 months, yet it still has an attractive 3% dividend.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>First BanCorp (FBP)</p><p>If FBP isn’t a familiar name, it’s likely you don’t live in Puerto Rico or the U.S. or British Virgin Islands. That’s where it does its primary business.</p><p>And with a booming economy, travel is rebounding. Also, Puerto Rico is also rebounding economically beyond just its tourist business. The digital age means people can live anywhere and still conduct business. Why not do it in the splendor of the Caribbean?</p><p>As a significant bank of record in the region, it also has the size — a $3 billion market cap — to use rising rates to its advantage. One thing to know about rising rates is banks love them because they can broaden the spread between what they borrow at and what they lend at. And we’re already there. Coming quarters should be strong for FBP.</p><p>FBP stock is up 47% in the past 12 months. And it has gained more than 7% year to date, far outperforming the broad indexes. It also has a nearly 2.7% dividend.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>Dividend Stocks: Greif Inc (GEF)</p><p>GEF stock has a market cap just under $3 billion. That’s a small mid-cap. But it’s been around since 1877. That means it’s a very core niche player that sticks to its knitting and can weather any storm.</p><p>Remember back then the Federal Reserve wasn’t even around to keep the economy remotely stable. Huge booms and busts were regular occurrences. But GEF had a simple, focused formula for success.</p><p>It’s a packaging company. And in the age of e-commerce, packaging is a serious growth industry. It may not be as sexy as some of the e-commerce companies, but they depend on GEF to get its goods shipped to consumers.</p><p>Even its numbers don’t get your blood pumping, but you’re buying stability, not thrills. GEF stock has gained 16% in the past 12 months, has a 3% dividend and trades at a P/E less than 9.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>HP Inc (HPQ)</p><p>Before all the hipster devices and super-cool brands of computers today, there was Bill Hewlett and David Packard building computers in their garage. They were the inspiration for the digital world we live in today.</p><p>And its one of the oldest computing businesses in the world. That’s not to say it hasn’t been through some significant transitions over the years, especially in the late 20th and early 21st centuries. But it’s still around and it’s doing fine.</p><p>It has right-sized the business, spinning off many aspects, and HPQ represents the core personal computer business for consumers and corporate markets.</p><p>Today, HPQ stock has a market cap of $41 billion. And even with the chip shortages and supply chain issues, HPQ stock has risen 38% in the past 12 months and 21% in the past three months. Yet it still trades at a P/E of 7 and has a secure 2.7% dividend.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</p><p>Dividend Stocks: Global Partners (GLP)</p><p>Since 1933, GLP has been a family operation. What started as a single storefront selling fuel oil to Boston businesses has become a substantial New England gasoline business that stores, distributes and retails petroleum products.</p><p>The company is set up as a limited partnership, so investors are treated like owners and by law share in net profits in the form of dividend payments. And with energy prices continuing to climb, margins for GLP retail and wholesale operations grow. And those profits are passed on in its 8.8% dividend.</p><p>GLP stock is up 37% in the past 12 months and 13% year to date. The good times will continue to roll as the economy continues to expand.</p><p>This stock has an “A” rating in my <i>Dividend Grader</i>.</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>7 Dependable Dividend Stocks for Your Retirement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dependable Dividend Stocks for Your Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-dependable-dividend-stocks-for-your-retirement/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 is down about 7% year to date. Overall, it’s down by nearly a percent in the last six months. And that’s why dependable dividend stocks are crucial for long-term investors looking to grow ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-dependable-dividend-stocks-for-your-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GEF":"格瑞夫","GLP":"全球合伙","HPQ":"惠普","FBP":"第一万能金控","BX":"黑石","NSA":"National Storage Affiliates Trust","KRNY":"卡尼金融储蓄"},"source_url":"https://investorplace.com/2022/02/7-dependable-dividend-stocks-for-your-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117526286","content_text":"The S&P 500 is down about 7% year to date. Overall, it’s down by nearly a percent in the last six months. And that’s why dependable dividend stocks are crucial for long-term investors looking to grow their wealth in good times and bad.I’m not saying that growth stocks are a bad thing. I’m just saying that at times like these, you need to make sure you’re in the right growth stocks. And alongside those quality growth stocks, make sure you have some quality dividend stocks as well.After a multi-year stretch of go-go growth, we’re now entering a new phase of the market. The big money is already rotating out of momentum-driven growth and looking for value again.That means companies with earnings are gaining favor as interest rates start to climb. And many quality companies with strong fundamentals are dividend stocks. They tend to get overlooked in the good times.But solid, dependable growth and a dividend to match provide long-term investors a solid base in turbulent times. Here are seven companies that offer that combination:Blackstone(NYSE:BX)Kearny Financial(NASDAQ:KRNY)National Storage Affiliates(NYSE:NSA)First BanCorp(NYSE:FBP)Greif Inc(NYSE:GEF)HP Inc(NYSE:HPQ)Global Partners(NYSE:GLP)Dividend Stocks: Blackstone (BX)Private equity funds are always in vogue in times of market transition. And the bigger they are, the more popular they become when things get volatile.BX has a $153 billion market cap, which makes it a significant player. What’s more, the stock has gained 79% in the past 12 months. Yet it still trades at a trailing P/E (price-to-earnings ratio) below 15.Those kinds of numbers make it very attractive. Its 3.3% dividend may not be keeping up with 7% inflation, but it certainly takes a chunk out of it, especially when growth is a brisk as it is.BX stock is very popular with institutional investors right now because it’s a heavyweight firm with a diversified portfolio of operations. That’s comfort right now. And that dividend is rock solid.This stock has an “A” rating in my Dividend Grader.Kearney Financial (KRNY)For more than 135 years, KRNY has been a key player in the financial lives of communities in New Jersey, Brooklyn and Staten Island. Today, it has more than $7 billion in assets, which isn’t surprising since many of those smaller communities are now commuter suburbs into New York City.And when you’re looking for dependable dividend stocks, one of the key components is your ability to own a company that has a dependable revenue stream and a history of delivering for its customers.KRNY fits these criteria, even if its market cap sits just below $1 billion. Remember this is an established bank, not an up and coming fintech. The stock has gained 23% in the past 12 months, and rising rates will help its earnings. It also has a P/E below 14, yet delivers an attractive 3.3% dividend.This stock has an “A” rating in my Dividend Grader.Dividend Stocks: National Storage Affiliates (NSA)Storage facilities have been strong since the great market meltdown in 2008. What makes NSA unique among them is it’s operated as a real estate investment trust. It also focuses on secondary and tertiary markets, building ownership interests in regional independent storage companies.To date, NSA has ownership interests in more than 940 self storage properties in 38 states, plus Puerto Rico. Its largest stakes are growth markets like California, Texas, Florida and Georgia. But aside from the Dakotas, Montana and handful of other more sparsely populated states, it has properties across the lower 48.Its $7 billion market cap makes it a solid mid-cap stock, which is a great place to be in this kind of market. It has room to grow yet won’t crumble if things get challenging.NSA stock has gained 57% in the past 12 months, yet it still has an attractive 3% dividend.This stock has an “A” rating in my Dividend Grader.First BanCorp (FBP)If FBP isn’t a familiar name, it’s likely you don’t live in Puerto Rico or the U.S. or British Virgin Islands. That’s where it does its primary business.And with a booming economy, travel is rebounding. Also, Puerto Rico is also rebounding economically beyond just its tourist business. The digital age means people can live anywhere and still conduct business. Why not do it in the splendor of the Caribbean?As a significant bank of record in the region, it also has the size — a $3 billion market cap — to use rising rates to its advantage. One thing to know about rising rates is banks love them because they can broaden the spread between what they borrow at and what they lend at. And we’re already there. Coming quarters should be strong for FBP.FBP stock is up 47% in the past 12 months. And it has gained more than 7% year to date, far outperforming the broad indexes. It also has a nearly 2.7% dividend.This stock has an “A” rating in my Dividend Grader.Dividend Stocks: Greif Inc (GEF)GEF stock has a market cap just under $3 billion. That’s a small mid-cap. But it’s been around since 1877. That means it’s a very core niche player that sticks to its knitting and can weather any storm.Remember back then the Federal Reserve wasn’t even around to keep the economy remotely stable. Huge booms and busts were regular occurrences. But GEF had a simple, focused formula for success.It’s a packaging company. And in the age of e-commerce, packaging is a serious growth industry. It may not be as sexy as some of the e-commerce companies, but they depend on GEF to get its goods shipped to consumers.Even its numbers don’t get your blood pumping, but you’re buying stability, not thrills. GEF stock has gained 16% in the past 12 months, has a 3% dividend and trades at a P/E less than 9.This stock has an “A” rating in my Dividend Grader.HP Inc (HPQ)Before all the hipster devices and super-cool brands of computers today, there was Bill Hewlett and David Packard building computers in their garage. They were the inspiration for the digital world we live in today.And its one of the oldest computing businesses in the world. That’s not to say it hasn’t been through some significant transitions over the years, especially in the late 20th and early 21st centuries. But it’s still around and it’s doing fine.It has right-sized the business, spinning off many aspects, and HPQ represents the core personal computer business for consumers and corporate markets.Today, HPQ stock has a market cap of $41 billion. And even with the chip shortages and supply chain issues, HPQ stock has risen 38% in the past 12 months and 21% in the past three months. Yet it still trades at a P/E of 7 and has a secure 2.7% dividend.This stock has an “A” rating in my Dividend Grader.Dividend Stocks: Global Partners (GLP)Since 1933, GLP has been a family operation. What started as a single storefront selling fuel oil to Boston businesses has become a substantial New England gasoline business that stores, distributes and retails petroleum products.The company is set up as a limited partnership, so investors are treated like owners and by law share in net profits in the form of dividend payments. And with energy prices continuing to climb, margins for GLP retail and wholesale operations grow. And those profits are passed on in its 8.8% dividend.GLP stock is up 37% in the past 12 months and 13% year to date. The good times will continue to roll as the economy continues to expand.This stock has an “A” rating in my Dividend Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045439612,"gmtCreate":1656640112636,"gmtModify":1676535869360,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045439612","repostId":"2248856462","repostType":4,"repost":{"id":"2248856462","kind":"highlight","pubTimestamp":1656630900,"share":"https://ttm.financial/m/news/2248856462?lang=&edition=fundamental","pubTime":"2022-07-01 07:15","market":"us","language":"en","title":"The S&P 500 Had Its Worst First Half Since 1970. What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2248856462","media":"Barrons","summary":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many inv","content":"<html><head></head><body><p>The S&amp;P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.</p><p>In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&amp;P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.</p><p>Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&amp;P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.</p><p>Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.</p><p>With its 20.6% loss year to date, the S&amp;P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.</p><p>Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.</p><p>Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.</p><p>Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&amp;P 500 have fallen 33%, while communications services are down 30%.</p><p>Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&amp;P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/c4e2b054b20b2cf34312e2f14d032869\" tg-width=\"996\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.</p><p>As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.</p><p>The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.</p><p>“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&amp;P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.</p><p>Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&amp;P 500 could bottom as low as 3000 in a worst-case scenario.</p><p>If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.</p><p>Indeed, during previous years when the S&amp;P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.</p><p>Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&amp;P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.</p><p>Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.</p><p>Although Citi has lowered its year-end target for the S&amp;P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.</p></body></html>","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>The S&P 500 Had Its Worst First Half Since 1970. What Comes Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Had Its Worst First Half Since 1970. What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1\">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","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248856462","content_text":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.With its 20.6% loss year to date, the S&P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&P 500 have fallen 33%, while communications services are down 30%.Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&P 500 could bottom as low as 3000 in a worst-case scenario.If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.Indeed, during previous years when the S&P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.Although Citi has lowered its year-end target for the S&P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060189510,"gmtCreate":1651108607159,"gmtModify":1676534851920,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060189510","repostId":"1164859165","repostType":4,"repost":{"id":"1164859165","kind":"news","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":1651100840,"share":"https://ttm.financial/m/news/1164859165?lang=&edition=fundamental","pubTime":"2022-04-28 07:07","market":"us","language":"en","title":"Meta Shares Surge 18% After Facebook Ekes Out User Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1164859165","media":"Reuters","summary":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a pr","content":"<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</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>Meta Shares Surge 18% After Facebook Ekes Out User Growth</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\">\nMeta Shares Surge 18% After Facebook Ekes Out User Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-28 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164859165","content_text":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.Its stock rose over 18% in after-hours trade on Wednesday.Meta's profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook's daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including Apple's privacy changes and increased competition from platforms like ByteDance's TikTok.\"It's good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter's performance,\" Insider Intelligence analyst Debra Williamson said.\"However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it's likely that even these high-growth opportunities are starting to dry up,\" she said.Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts' estimates of $28.20 billion, according to IBES data from Refinitiv.In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.Russia banned Facebook and Instagram in March, finding Meta guilty of \"extremist activity\" amid Moscow's crackdown on social media during its invasion of Ukraine. Meta's messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.Recent earnings reports from Google parent Alphabet Inc  and Snap Inc  have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.\"I think following Google, expectations were just for the absolute worst,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.\"Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019078565,"gmtCreate":1648510155393,"gmtModify":1676534346478,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019078565","repostId":"2223815189","repostType":4,"repost":{"id":"2223815189","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":1648507232,"share":"https://ttm.financial/m/news/2223815189?lang=&edition=fundamental","pubTime":"2022-03-29 06:40","market":"us","language":"en","title":"US STOCKS-S&P 500 Climbs for Third Straight Day as Tesla Leads","url":"https://stock-news.laohu8.com/highlight/detail?id=2223815189","media":"Reuters","summary":"(Reuters) - The S&P 500 rose for a third day on Monday, as a sharp climb in shares of Tesla overshadowed weakness in energy and bank stocks, while Russia and Ukraine were poised to hold their first fa","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 rose for a third day on Monday, as a sharp climb in shares of Tesla overshadowed weakness in energy and bank stocks, while Russia and Ukraine were poised to hold their first face-to-face peace talks in more than two weeks.</p><p>Electric-car maker <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> jumped 8.03% and was the biggest boost to the S&amp;P 500 and Nasdaq after saying it will seek investor approval to increase its number of shares to enable a stock split, helping to lift the consumer discretionary index as the best-performing sector on the session.</p><p>The S&amp;P energy index, off 2.56%, was the worst-performing sector on the session. <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> lost 2.81% and <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> fell 1.75%.</p><p>Financials were also among the weaker sectors on the session, due in part to a Morgan Stanley downgrade on U.S. banks, which cited escalating risks and the likelihood that rate hikes by the Federal Reserve have already been priced in by the market. The S&amp;P bank index shed 0.99%.</p><p>The sell-off in the bond market resumed on Monday, with short-dated yields hitting their highest since 2019 and the yield curve as measured by the gap between five- and 30-year yields briefly inverted for the first time since early 2006, raising concerns the Federal Reserve&#39;s more aggressive monetary policy will dent economic growth and potentially cause a recession.</p><p>&#34;Financials ... so a lot of people bought those or own those on the basis of these will do better in a higher rate environment so I’m not surprised to see the financials back off relative to what is going on in the bond market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;Of course commodity names have rallied so high and so hot that it is not surprising to see those names back off, that is kind of what led the market down, but I still think the news for most of these commodity companies will be very, very good.&#34;</p><p>The Dow Jones Industrial Average rose 94.65 points, or 0.27%, to 34,955.89, the S&amp;P 500 gained 32.46 points, or 0.71%, to 4,575.52 and the Nasdaq Composite added 185.60 points, or 1.31%, to 14,354.90.</p><p>The S&amp;P was able to rebound from declines earlier in the session, with the benchmark index falling as much as 0.6% at one point.</p><p>Strong economic data and gains in beaten-down growth stocks have helped Wall Street&#39;s main indexes recover in recent days even as the conflict between Russia and Ukraine continues and a host of Federal Reserve policymakers have made hawkish comments about the path of interest rate hikes.</p><p>Still, analysts noted that value stocks remain cheap relative to their growth counterparts.</p><p>Meanwhile, Ukraine and Russia said their delegations would arrive in Turkey for peace talks that are expected to take place on Tuesday. A senior U.S. official said Russian President Vladimir Putin did not appear ready to make compromises, with Ukrainian officials also playing down the chances of a major breakthrough at the talks.</p><p><a href=\"https://laohu8.com/S/POLY\">Poly </a> soared 52.63% after <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> said it would buy the audio and video products maker for $1.7 billion in cash. Shares of HP declined 2.74%.</p><p>Volume on U.S. exchanges was 11.23 billion shares, compared with the 14.09 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.06-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 35 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 48 new highs and 107 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Climbs for Third Straight Day as Tesla Leads</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Climbs for Third Straight Day as Tesla Leads\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-29 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 rose for a third day on Monday, as a sharp climb in shares of Tesla overshadowed weakness in energy and bank stocks, while Russia and Ukraine were poised to hold their first face-to-face peace talks in more than two weeks.</p><p>Electric-car maker <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> jumped 8.03% and was the biggest boost to the S&amp;P 500 and Nasdaq after saying it will seek investor approval to increase its number of shares to enable a stock split, helping to lift the consumer discretionary index as the best-performing sector on the session.</p><p>The S&amp;P energy index, off 2.56%, was the worst-performing sector on the session. <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> lost 2.81% and <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> fell 1.75%.</p><p>Financials were also among the weaker sectors on the session, due in part to a Morgan Stanley downgrade on U.S. banks, which cited escalating risks and the likelihood that rate hikes by the Federal Reserve have already been priced in by the market. The S&amp;P bank index shed 0.99%.</p><p>The sell-off in the bond market resumed on Monday, with short-dated yields hitting their highest since 2019 and the yield curve as measured by the gap between five- and 30-year yields briefly inverted for the first time since early 2006, raising concerns the Federal Reserve&#39;s more aggressive monetary policy will dent economic growth and potentially cause a recession.</p><p>&#34;Financials ... so a lot of people bought those or own those on the basis of these will do better in a higher rate environment so I’m not surprised to see the financials back off relative to what is going on in the bond market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;Of course commodity names have rallied so high and so hot that it is not surprising to see those names back off, that is kind of what led the market down, but I still think the news for most of these commodity companies will be very, very good.&#34;</p><p>The Dow Jones Industrial Average rose 94.65 points, or 0.27%, to 34,955.89, the S&amp;P 500 gained 32.46 points, or 0.71%, to 4,575.52 and the Nasdaq Composite added 185.60 points, or 1.31%, to 14,354.90.</p><p>The S&amp;P was able to rebound from declines earlier in the session, with the benchmark index falling as much as 0.6% at one point.</p><p>Strong economic data and gains in beaten-down growth stocks have helped Wall Street&#39;s main indexes recover in recent days even as the conflict between Russia and Ukraine continues and a host of Federal Reserve policymakers have made hawkish comments about the path of interest rate hikes.</p><p>Still, analysts noted that value stocks remain cheap relative to their growth counterparts.</p><p>Meanwhile, Ukraine and Russia said their delegations would arrive in Turkey for peace talks that are expected to take place on Tuesday. A senior U.S. official said Russian President Vladimir Putin did not appear ready to make compromises, with Ukrainian officials also playing down the chances of a major breakthrough at the talks.</p><p><a href=\"https://laohu8.com/S/POLY\">Poly </a> soared 52.63% after <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> said it would buy the audio and video products maker for $1.7 billion in cash. Shares of HP declined 2.74%.</p><p>Volume on U.S. exchanges was 11.23 billion shares, compared with the 14.09 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.06-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 35 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 48 new highs and 107 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商",".DJI":"道琼斯","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223815189","content_text":"(Reuters) - The S&P 500 rose for a third day on Monday, as a sharp climb in shares of Tesla overshadowed weakness in energy and bank stocks, while Russia and Ukraine were poised to hold their first face-to-face peace talks in more than two weeks.Electric-car maker Tesla Inc jumped 8.03% and was the biggest boost to the S&P 500 and Nasdaq after saying it will seek investor approval to increase its number of shares to enable a stock split, helping to lift the consumer discretionary index as the best-performing sector on the session.The S&P energy index, off 2.56%, was the worst-performing sector on the session. Exxon Mobil Corp lost 2.81% and Chevron Corp fell 1.75%.Financials were also among the weaker sectors on the session, due in part to a Morgan Stanley downgrade on U.S. banks, which cited escalating risks and the likelihood that rate hikes by the Federal Reserve have already been priced in by the market. The S&P bank index shed 0.99%.The sell-off in the bond market resumed on Monday, with short-dated yields hitting their highest since 2019 and the yield curve as measured by the gap between five- and 30-year yields briefly inverted for the first time since early 2006, raising concerns the Federal Reserve's more aggressive monetary policy will dent economic growth and potentially cause a recession.\"Financials ... so a lot of people bought those or own those on the basis of these will do better in a higher rate environment so I’m not surprised to see the financials back off relative to what is going on in the bond market,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.\"Of course commodity names have rallied so high and so hot that it is not surprising to see those names back off, that is kind of what led the market down, but I still think the news for most of these commodity companies will be very, very good.\"The Dow Jones Industrial Average rose 94.65 points, or 0.27%, to 34,955.89, the S&P 500 gained 32.46 points, or 0.71%, to 4,575.52 and the Nasdaq Composite added 185.60 points, or 1.31%, to 14,354.90.The S&P was able to rebound from declines earlier in the session, with the benchmark index falling as much as 0.6% at one point.Strong economic data and gains in beaten-down growth stocks have helped Wall Street's main indexes recover in recent days even as the conflict between Russia and Ukraine continues and a host of Federal Reserve policymakers have made hawkish comments about the path of interest rate hikes.Still, analysts noted that value stocks remain cheap relative to their growth counterparts.Meanwhile, Ukraine and Russia said their delegations would arrive in Turkey for peace talks that are expected to take place on Tuesday. A senior U.S. official said Russian President Vladimir Putin did not appear ready to make compromises, with Ukrainian officials also playing down the chances of a major breakthrough at the talks.Poly  soared 52.63% after HP Inc said it would buy the audio and video products maker for $1.7 billion in cash. Shares of HP declined 2.74%.Volume on U.S. exchanges was 11.23 billion shares, compared with the 14.09 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.06-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.The S&P 500 posted 35 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 48 new highs and 107 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037632467,"gmtCreate":1648088210060,"gmtModify":1676534302874,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"&nbsp;Like pls","listText":"&nbsp;Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037632467","repostId":"2221304477","repostType":4,"repost":{"id":"2221304477","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":1648077274,"share":"https://ttm.financial/m/news/2221304477?lang=&edition=fundamental","pubTime":"2022-03-24 07:14","market":"us","language":"en","title":"US STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2221304477","media":"Reuters","summary":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russ","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-24 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4514":"搜索引擎","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SH":"标普500反向ETF","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","BK4507":"流媒体概念","BK4576":"AR","DDM":"道指两倍做多ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4525":"远程办公概念","SQQQ":"纳指三倍做空ETF","BK4527":"明星科技股","BK4538":"云计算","QLD":"纳指两倍做多ETF","BK4077":"互动媒体与服务","DXD":"道指两倍做空ETF","SPY":"标普500ETF","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF","BK4579":"人工智能","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","BK4574":"无人驾驶",".IXIC":"NASDAQ Composite","BK4561":"索罗斯持仓","BK4573":"虚拟现实","SDS":"两倍做空标普500ETF","BK4581":"高盛持仓","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","OEX":"标普100","BK4504":"桥水持仓",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221304477","content_text":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russia-Ukraine war* Indexes: Dow down 1.3%, S&P 500 down 1.2%, Nasdaq down 1.3%NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.Responding to Western sanctions that have hit Russia's economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from \"unfriendly\" countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&P 500 sectors were lower on the day.\"These geopolitical problems are sort of hanging over the market,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.\"The resurgence of oil prices is giving people pause,\" he said, adding, \"There needs to be a resolution with Russia. That's going to hold the market back.\"The day's decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.Among the day's biggest drags, Adobe Inc's    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.Last week, the U.S. central bank raised interest rates for the first time since 2018.Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen's investment company bought 100,000 shares of the videogame retailer.Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.The S&P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038996716,"gmtCreate":1646707058437,"gmtModify":1676534153399,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038996716","repostId":"1197753178","repostType":4,"repost":{"id":"1197753178","kind":"news","pubTimestamp":1646706435,"share":"https://ttm.financial/m/news/1197753178?lang=&edition=fundamental","pubTime":"2022-03-08 10:27","market":"us","language":"en","title":"Intel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1197753178","media":"InvestorPlace","summary":"Mobileye is expected to IPO during the second half of this year","content":"<html><head></head><body><p>Shares of <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) are basically flat on the day despite a <b>Mobileye</b> initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S. Securities and Exchange Commission (SEC) for an IPO. However, the filing is not yet available to the public because Intel utilized the confidential filing provision.</p><p>Mobileye is an Israeli-based self-driving technology company that was acquired by Intel in 2017 for $15.3 billion. Last year, the company reported revenue of $1.4 billion, up about 40% year-over-year. According to people familiar with the matter, Mobileye is likely to IPO at a valuation near $50 billion.</p><p>In the past, Mobileye has collaborated with companies such as <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>),<b>General Motors</b> (NYSE:<b><u>GM</u></b>) and <b>BMW</b>(OTCMKTS:<b><u>BMWYY</u></b>). The company ended its partnership with Tesla in 2016 due to “disagreements about how the technology was deployed.”</p><p>In addition, Intel expects the IPO to occur sometime during the second half of this year. The company announced last December that it had plans to take the self-driving company public.</p><p>So, what else should investors know about the Mobileye IPO? Let’s jump right in.</p><p><b>INTC Stock: What to Know About the Mobileye IPO</b></p><ol><li>Mobileye’s philosophy is that “if a human can drive a car based on vision alone — so can a computer.”</li><li>Intel has not yet disclosed the price range for the IPO or the number of shares it plans to offer.</li><li>Mobileye was previously listed on the <b>New York Stock Exchange</b> before Intel’s acquisition took it private.</li><li>After the IPO, Intel expects to retain a majority stake in Mobileye.</li><li>Mobileye’s team of 1,700 employees develops advanced driver-assistance systems (ADAS) for other automakers or original equipment manufacturers (OEMs).</li><li>The company also produces cameras, software and computer chips for OEMs. However, Mobileye’s core business focuses on creating camera-based systems to assist in self-driving and safety precautions.</li><li>More than 100 million vehicles worldwide are “equipped with Mobileye technology.” In addition, more than 300 car models utilize the company’s technology.</li><li>Furthermore, more than 25 global automakers collaborate with Mobileye to aid self-driving safety.</li><li>Last year, the company tested self-driving car prototypes in several major cities, which included Shanghai, Paris and Detroit.</li><li>Looking ahead, Mobileye plans on building its own light detection and ranging (LiDAR) system. The Israeli-based company currently uses LiDAR technology from <b>Luminar Technologies</b>(NASDAQ:<b><u>LAZR</u></b>).</li></ol></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>Intel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public</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\">\nIntel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Intel(NASDAQ:INTC) are basically flat on the day despite a Mobileye initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S....</p>\n\n<a href=\"https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197753178","content_text":"Shares of Intel(NASDAQ:INTC) are basically flat on the day despite a Mobileye initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S. Securities and Exchange Commission (SEC) for an IPO. However, the filing is not yet available to the public because Intel utilized the confidential filing provision.Mobileye is an Israeli-based self-driving technology company that was acquired by Intel in 2017 for $15.3 billion. Last year, the company reported revenue of $1.4 billion, up about 40% year-over-year. According to people familiar with the matter, Mobileye is likely to IPO at a valuation near $50 billion.In the past, Mobileye has collaborated with companies such as Tesla (NASDAQ:TSLA),General Motors (NYSE:GM) and BMW(OTCMKTS:BMWYY). The company ended its partnership with Tesla in 2016 due to “disagreements about how the technology was deployed.”In addition, Intel expects the IPO to occur sometime during the second half of this year. The company announced last December that it had plans to take the self-driving company public.So, what else should investors know about the Mobileye IPO? Let’s jump right in.INTC Stock: What to Know About the Mobileye IPOMobileye’s philosophy is that “if a human can drive a car based on vision alone — so can a computer.”Intel has not yet disclosed the price range for the IPO or the number of shares it plans to offer.Mobileye was previously listed on the New York Stock Exchange before Intel’s acquisition took it private.After the IPO, Intel expects to retain a majority stake in Mobileye.Mobileye’s team of 1,700 employees develops advanced driver-assistance systems (ADAS) for other automakers or original equipment manufacturers (OEMs).The company also produces cameras, software and computer chips for OEMs. However, Mobileye’s core business focuses on creating camera-based systems to assist in self-driving and safety precautions.More than 100 million vehicles worldwide are “equipped with Mobileye technology.” In addition, more than 300 car models utilize the company’s technology.Furthermore, more than 25 global automakers collaborate with Mobileye to aid self-driving safety.Last year, the company tested self-driving car prototypes in several major cities, which included Shanghai, Paris and Detroit.Looking ahead, Mobileye plans on building its own light detection and ranging (LiDAR) system. The Israeli-based company currently uses LiDAR technology from Luminar Technologies(NASDAQ:LAZR).","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096996773,"gmtCreate":1644278869126,"gmtModify":1676533907021,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096996773","repostId":"2209370821","repostType":4,"repost":{"id":"2209370821","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":1644273830,"share":"https://ttm.financial/m/news/2209370821?lang=&edition=fundamental","pubTime":"2022-02-08 06:43","market":"us","language":"en","title":"Wall Street ends lower as Meta Platforms weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=2209370821","media":"Reuters","summary":"* Peloton up on reports of potential buyout offer from Amazon* Tyson Foods firms on upbeat quarterly","content":"<html><head></head><body><p>* Peloton up on reports of potential buyout offer from Amazon</p><p>* Tyson Foods firms on upbeat quarterly results</p><p>* Indexes end: Dow flat, S&amp;P 500 -0.37%, Nasdaq -0.58%</p><p>Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.</p><p>Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company&#39;s stock market value.</p><p>Meta was among the companies that weighed on the S&amp;P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.</p><p>Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.</p><p>Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.</p><p>Reflecting investors&#39; recent aversion to tech and other stocks with high valuations, the S&amp;P 500 growth index lost 0.9%, while the value index added 0.1%.</p><p>The S&amp;P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.</p><p>&#34;Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,&#34; said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We&#39;re seeing corrections in indexes and individual securities on a daily and weekly basis.&#34;</p><p>The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&amp;P 500 lost 0.37% to 4,483.87.</p><p>The Nasdaq Composite dropped 0.58% to 14,015.67.</p><p>Tyson Foods Inc surged about 17% after the meatpacker&#39;s first-quarter profit nearly doubled and surged past estimates on the back of higher prices.</p><p>Of 278 companies in the S&amp;P 500 that have posted earnings as of Friday, 78% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>An unexpectedly strong jobs report last week added to investors&#39; concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.</p><p>Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.</p><p>Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&amp;P 1500 Airlines Index over 3%.</p><p>U.S.-listed shares of China&#39;s Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.</p><p>Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends lower as Meta Platforms weighs</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\">\nWall Street ends lower as Meta Platforms weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-08 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Peloton up on reports of potential buyout offer from Amazon</p><p>* Tyson Foods firms on upbeat quarterly results</p><p>* Indexes end: Dow flat, S&amp;P 500 -0.37%, Nasdaq -0.58%</p><p>Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.</p><p>Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company&#39;s stock market value.</p><p>Meta was among the companies that weighed on the S&amp;P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.</p><p>Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.</p><p>Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.</p><p>Reflecting investors&#39; recent aversion to tech and other stocks with high valuations, the S&amp;P 500 growth index lost 0.9%, while the value index added 0.1%.</p><p>The S&amp;P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.</p><p>&#34;Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,&#34; said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We&#39;re seeing corrections in indexes and individual securities on a daily and weekly basis.&#34;</p><p>The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&amp;P 500 lost 0.37% to 4,483.87.</p><p>The Nasdaq Composite dropped 0.58% to 14,015.67.</p><p>Tyson Foods Inc surged about 17% after the meatpacker&#39;s first-quarter profit nearly doubled and surged past estimates on the back of higher prices.</p><p>Of 278 companies in the S&amp;P 500 that have posted earnings as of Friday, 78% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>An unexpectedly strong jobs report last week added to investors&#39; concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.</p><p>Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.</p><p>Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&amp;P 1500 Airlines Index over 3%.</p><p>U.S.-listed shares of China&#39;s Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.</p><p>Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓",".DJI":"道琼斯","AMZN":"亚马逊",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4548":"巴美列捷福持仓","TSN":"泰森食品","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","SAVE":"Spirit Airlines","BK4525":"远程办公概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209370821","content_text":"* Peloton up on reports of potential buyout offer from Amazon* Tyson Foods firms on upbeat quarterly results* Indexes end: Dow flat, S&P 500 -0.37%, Nasdaq -0.58%Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company's stock market value.Meta was among the companies that weighed on the S&P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.Reflecting investors' recent aversion to tech and other stocks with high valuations, the S&P 500 growth index lost 0.9%, while the value index added 0.1%.The S&P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.\"Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,\" said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We're seeing corrections in indexes and individual securities on a daily and weekly basis.\"The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&P 500 lost 0.37% to 4,483.87.The Nasdaq Composite dropped 0.58% to 14,015.67.Tyson Foods Inc surged about 17% after the meatpacker's first-quarter profit nearly doubled and surged past estimates on the back of higher prices.Of 278 companies in the S&P 500 that have posted earnings as of Friday, 78% reported above analysts' expectations, according to Refinitiv data.An unexpectedly strong jobs report last week added to investors' concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&P 1500 Airlines Index over 3%.U.S.-listed shares of China's Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004982939,"gmtCreate":1642474565651,"gmtModify":1676533714014,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004982939","repostId":"2204077133","repostType":4,"repost":{"id":"2204077133","kind":"news","pubTimestamp":1642462076,"share":"https://ttm.financial/m/news/2204077133?lang=&edition=fundamental","pubTime":"2022-01-18 07:27","market":"us","language":"en","title":"Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2204077133","media":"Yahoo Finance","summary":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in obser","content":"<html><head></head><body><p>Earnings season is heating up this week.</p><p>Even with <a href=\"https://laohu8.com/S/AONE.U\">one</a> fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a prolific lineup of fourth quarter reports from market heavyweights such as Goldman Sachs (GS), Proctor &amp; Gamble (PG), Netflix (NFLX) and United Airlines (UAL). The period kicked off in earnest last week with lackluster results from major U.S. banks. JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) were among the financial forms posting less-than-impressive results that dragged on Wall Street and tempered expectations for a strong start to the earnings season.</p><p>As fourth quarter earnings reports pick up speed, investors will shift their focus from monetary policy to look for signs of relief in company profits and other corporate metrics after economic uncertainty and worries around the Federal Reserve’s pace of interest rate hikes have weighed heavily on markets to start the new year.</p><p>The S&amp;P 500 is down 2.79% in 2022 so far, while the Dow has lost 1.84%. The Nasdaq has shed a whopping -5.93% year-to-date, with more than one third of companies in the index at least 50% from their 52-week highs, according to Bloomberg data.</p><p><img src=\"https://static.tigerbbs.com/cf5558c689efb2422aba2f457dd0ea41\" tg-width=\"4160\" tg-height=\"2773\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earnings season kick into high gear this week. REUTERS/Brendan McDermidBrendan McDermid / reuters</p><p>“We’ll have to see if earnings season comes to the rescue once again,” Ed Clissold, chief U.S. strategist at Ned Davis, told Bloomberg earlier this week. “Still, earnings revisions over the past several weeks weren’t as strong as other pre-announcement periods last year, which leads us to believe that we may not get those fantastic beat rates.”</p><p>In the energy and industrials sector, which typically serves as a key driver in fourth quarter results, underlying fundamentals may lack the strength to power markets this earnings season, PNC chief investment officer Amanda Agati told Yahoo Finance Live.</p><p>“Investors need to be starting to set their expectations a bit lower,” she said. “Not necessarily bearish, but we do think the moderation in terms of growth not only for earnings season going forward, but also for economic growth is really going to be a dominant theme.&#34;</p><p>S&amp;P 500 earnings in aggregate were expected to grow 21.7% for the fourth-quarter of 2021, according to recent data from FactSet Research vice president and senior earnings analyst John Butters. That figure would mark a fourth consecutive quarter that earnings growth tops 20%.</p><p>Industry experts have previously predicted companies in the S&amp;P 500 will report record-high earnings per share in 2022. Butters has pointed out that the bottom-up EPS estimate for the S&amp;P 500 was $222.32 as of last month. If the forecast meets expectations, this would be the highest annual EPS number for the index since FactSet began tracking this metric in 1996.</p><p>FactSet reported that, on average, analysts have overestimated the final EPS number by 7.2%. Even taking the overestimation into account, the final EPS value of $206.32 for 2022 would still beat previous records.</p><p><img src=\"https://static.tigerbbs.com/0d2a8c99ee4ca3221a03b3c596293e3b\" tg-width=\"1804\" tg-height=\"1308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The bottom-up EPS estimate for the S&amp;P 500 is $222.32, a figure that would mark the highest on record, according to FactSet data.FactSet Research vice president and senior earnings analyst john butters</p><p>Continued signs of Omicron’s economic impact and increasing indication by the Federal Reserve that it will intervene more aggressively to curb rising inflation, however, continue to dampen the outlook for 2022.</p><p>“Our expectation is that we&#39;re going to have a very solid and robust earnings season,” Schwab Asset Management CEO and CIO Omar Aguilar, though adding that the coming quarters may reflect the toll of Omicron more heavily than fourth quarter numbers.</p><p>“That being said, we expect the earnings to continue to decelerate — still very robust and in a good place as companies continue to drive to generate free cash flow and generate business,” but we will hear a lot about supply chain disruptions and the potential higher costs in these sectors that may have been transitioned to consumers.</p><p>&#34;I think what investors are really focused on is what are these CEOs going to say about two primary things, number one being inflation,&#34; TD Ameritrade Chief Market Strategist JJ Kinahan told Yahoo Finance Life.</p><p>&#34;For the financials, it&#39;ll probably be more wage inflation and their ability to retain workers and pay up... and then on the other end of that, for the non-financials, perhaps it&#39;s more of whether they can go through supply chain issues, because of COVID or because of the cost of inflation, to deliver goods to their end customers.&#34;</p><p>Meanwhile in Washington, Fed policymakers will enter a blackout period this week ahead of the Federal Open Market Committee’s (FOMC) next meeting on Jan. 26. The central bank has been top of mind for investors bracing for interest rate increases and tighter financial conditions that could come as soon as March.</p><p>In confirmation hearings last week, Fed officials have doubled down on earlier assertions that the central bank is prepared to mitigate inflation through higher interest rates.</p><p>Federal Reserve Chair Jerome Powell told Congress Tuesday that if the pace of price increases does not settle, policymakers will get more aggressive with raising short-term borrowing costs. In a separate hearing on Thursday, Fed governor and vice chair nominee Lael Brainard pledged to use that &#34;powerful tool&#34; — the central bank&#39;s benchmark for short-term interest rates called the federal funds rate — to bring inflation down over time.</p><h2>Economic calendar</h2><ul><li><p><b>Monday:</b> <i>Markets closed in observance of Martin Luther King Jr. Day; No economic reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Empire Manufacturing, January (25 expected, 31.9 prior); NAHB Housing Market Index, January (84 expected, 84 prior); Net Long-Term TIC Flows, November ($7,100,000,000 prior); Total Net TIC Flows, November ($143,000,000,000 prior)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended January 14 (1.4% during prior week); Building Permits, December (1,700,000 expected, 1,712,000 during prior month, upwardly revised to 1,717,000); Building Permits, month-over-month, December (-1.0% expected, 3.6% during prior month, upwardly revised to 3.9%); Housing Starts, December (1,650,000 expected, 1,679,000 during prior month); Housing Starts, month over month, December (-1.7% expected, 11.8% during prior month)</p></li><li><p><b>Thursday:</b> Initial Jobless Claims, week ended January 15 (220,000 expected, 230,000 during prior week) Continuing Claims, week ended January 15 (1,521,000 expected, 1,559,000 prior week); Philadelphia Fed Business Outlook, January (19.8 expected, 15.4 prior); Existing Home Sales, December (6,410,000 expected, 6,460,000 during prior month); Existing Home Sales, month over month, December (-0.8% expected, 1.9% during prior month);</p></li><li><p><b>Friday: </b>Leading Index, December (0.8% expected, 1.1% prior)</p></li></ul><p><b>Earnings:</b></p><ul><li><p><b>Monday:</b> N<i>Markets closed in observance of Martin Luther King Jr. Day; o reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Goldman Sachs (GS) before market open, PNC Bank (PNC) before market open, Charles Schwab (SCHW), Bank of New York Mellon (BK) and Truist Financial (TFC) before market open; Interactive Brokers (IBKR), Hunt Transport (JBHT) after market close, Citrix Systems (CTXS)</p></li><li><p><b>Wednesday:</b> Bank of America (BAC) before market open, Procter &amp; Gamble (PG) before market open, United Health (UNH) before market open, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) before market open, United Airlines (UAL) after market close, Discover Financial (DFS) after market close, State Street (STT) before market open, Comerica (CMA) before market open</p></li><li><p><b>Thursday:</b> Travelers (TRV) and American Airlines (AAL) and Northern Trust (NTRS) before market open; Netflix (NFLX) at market close</p></li><li><p><b>Friday:</b> Schlumberger (SLB), <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> (ALLY)</p></li></ul></body></html>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season in Full Swing, Fed Blackout Period: 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\">\nEarnings Season in Full Swing, Fed Blackout Period: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 07:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.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://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204077133","content_text":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a prolific lineup of fourth quarter reports from market heavyweights such as Goldman Sachs (GS), Proctor & Gamble (PG), Netflix (NFLX) and United Airlines (UAL). The period kicked off in earnest last week with lackluster results from major U.S. banks. JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) were among the financial forms posting less-than-impressive results that dragged on Wall Street and tempered expectations for a strong start to the earnings season.As fourth quarter earnings reports pick up speed, investors will shift their focus from monetary policy to look for signs of relief in company profits and other corporate metrics after economic uncertainty and worries around the Federal Reserve’s pace of interest rate hikes have weighed heavily on markets to start the new year.The S&P 500 is down 2.79% in 2022 so far, while the Dow has lost 1.84%. The Nasdaq has shed a whopping -5.93% year-to-date, with more than one third of companies in the index at least 50% from their 52-week highs, according to Bloomberg data.Earnings season kick into high gear this week. REUTERS/Brendan McDermidBrendan McDermid / reuters“We’ll have to see if earnings season comes to the rescue once again,” Ed Clissold, chief U.S. strategist at Ned Davis, told Bloomberg earlier this week. “Still, earnings revisions over the past several weeks weren’t as strong as other pre-announcement periods last year, which leads us to believe that we may not get those fantastic beat rates.”In the energy and industrials sector, which typically serves as a key driver in fourth quarter results, underlying fundamentals may lack the strength to power markets this earnings season, PNC chief investment officer Amanda Agati told Yahoo Finance Live.“Investors need to be starting to set their expectations a bit lower,” she said. “Not necessarily bearish, but we do think the moderation in terms of growth not only for earnings season going forward, but also for economic growth is really going to be a dominant theme.\"S&P 500 earnings in aggregate were expected to grow 21.7% for the fourth-quarter of 2021, according to recent data from FactSet Research vice president and senior earnings analyst John Butters. That figure would mark a fourth consecutive quarter that earnings growth tops 20%.Industry experts have previously predicted companies in the S&P 500 will report record-high earnings per share in 2022. Butters has pointed out that the bottom-up EPS estimate for the S&P 500 was $222.32 as of last month. If the forecast meets expectations, this would be the highest annual EPS number for the index since FactSet began tracking this metric in 1996.FactSet reported that, on average, analysts have overestimated the final EPS number by 7.2%. Even taking the overestimation into account, the final EPS value of $206.32 for 2022 would still beat previous records.The bottom-up EPS estimate for the S&P 500 is $222.32, a figure that would mark the highest on record, according to FactSet data.FactSet Research vice president and senior earnings analyst john buttersContinued signs of Omicron’s economic impact and increasing indication by the Federal Reserve that it will intervene more aggressively to curb rising inflation, however, continue to dampen the outlook for 2022.“Our expectation is that we're going to have a very solid and robust earnings season,” Schwab Asset Management CEO and CIO Omar Aguilar, though adding that the coming quarters may reflect the toll of Omicron more heavily than fourth quarter numbers.“That being said, we expect the earnings to continue to decelerate — still very robust and in a good place as companies continue to drive to generate free cash flow and generate business,” but we will hear a lot about supply chain disruptions and the potential higher costs in these sectors that may have been transitioned to consumers.\"I think what investors are really focused on is what are these CEOs going to say about two primary things, number one being inflation,\" TD Ameritrade Chief Market Strategist JJ Kinahan told Yahoo Finance Life.\"For the financials, it'll probably be more wage inflation and their ability to retain workers and pay up... and then on the other end of that, for the non-financials, perhaps it's more of whether they can go through supply chain issues, because of COVID or because of the cost of inflation, to deliver goods to their end customers.\"Meanwhile in Washington, Fed policymakers will enter a blackout period this week ahead of the Federal Open Market Committee’s (FOMC) next meeting on Jan. 26. The central bank has been top of mind for investors bracing for interest rate increases and tighter financial conditions that could come as soon as March.In confirmation hearings last week, Fed officials have doubled down on earlier assertions that the central bank is prepared to mitigate inflation through higher interest rates.Federal Reserve Chair Jerome Powell told Congress Tuesday that if the pace of price increases does not settle, policymakers will get more aggressive with raising short-term borrowing costs. In a separate hearing on Thursday, Fed governor and vice chair nominee Lael Brainard pledged to use that \"powerful tool\" — the central bank's benchmark for short-term interest rates called the federal funds rate — to bring inflation down over time.Economic calendarMonday: Markets closed in observance of Martin Luther King Jr. Day; No economic reports scheduled for releaseTuesday: Empire Manufacturing, January (25 expected, 31.9 prior); NAHB Housing Market Index, January (84 expected, 84 prior); Net Long-Term TIC Flows, November ($7,100,000,000 prior); Total Net TIC Flows, November ($143,000,000,000 prior)Wednesday: MBA Mortgage Applications, week ended January 14 (1.4% during prior week); Building Permits, December (1,700,000 expected, 1,712,000 during prior month, upwardly revised to 1,717,000); Building Permits, month-over-month, December (-1.0% expected, 3.6% during prior month, upwardly revised to 3.9%); Housing Starts, December (1,650,000 expected, 1,679,000 during prior month); Housing Starts, month over month, December (-1.7% expected, 11.8% during prior month)Thursday: Initial Jobless Claims, week ended January 15 (220,000 expected, 230,000 during prior week) Continuing Claims, week ended January 15 (1,521,000 expected, 1,559,000 prior week); Philadelphia Fed Business Outlook, January (19.8 expected, 15.4 prior); Existing Home Sales, December (6,410,000 expected, 6,460,000 during prior month); Existing Home Sales, month over month, December (-0.8% expected, 1.9% during prior month);Friday: Leading Index, December (0.8% expected, 1.1% prior)Earnings:Monday: NMarkets closed in observance of Martin Luther King Jr. Day; o reports scheduled for releaseTuesday: Goldman Sachs (GS) before market open, PNC Bank (PNC) before market open, Charles Schwab (SCHW), Bank of New York Mellon (BK) and Truist Financial (TFC) before market open; Interactive Brokers (IBKR), Hunt Transport (JBHT) after market close, Citrix Systems (CTXS)Wednesday: Bank of America (BAC) before market open, Procter & Gamble (PG) before market open, United Health (UNH) before market open, Morgan Stanley (MS) before market open, United Airlines (UAL) after market close, Discover Financial (DFS) after market close, State Street (STT) before market open, Comerica (CMA) before market openThursday: Travelers (TRV) and American Airlines (AAL) and Northern Trust (NTRS) before market open; Netflix (NFLX) at market closeFriday: Schlumberger (SLB), Ally Financial (ALLY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832004451,"gmtCreate":1629533802673,"gmtModify":1676530067334,"author":{"id":"3581747766858829","authorId":"3581747766858829","name":"Alex1225","avatar":"https://static.tigerbbs.com/4a6d122a9e87329fc98cd47b2cd58d8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581747766858829","authorIdStr":"3581747766858829"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832004451","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","CDNS":"铿腾电子","ON":"安森美半导体","GOOG":"谷歌","ASML":"阿斯麦","NVDA":"英伟达","AMZN":"亚马逊","GOOGL":"谷歌A","SNPS":"新思科技","AAPL":"苹果","QCOM":"高通","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}