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2022-09-13

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4 Growth Stocks to Buy and Hold Forever

2023-02-13

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Sea Limited: Bears Didn't See This Coming

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2022-12-27

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Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023

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2022-12-19

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2022-12-15

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2023-01-01

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Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023

2022-09-25

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2023-03-04

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Why The Market Could Drop By Another 20%-25%

2022-06-03

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Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year

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Want $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000

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news and will keep a look out for this","listText":"Exciting news and will keep a look out for this","text":"Exciting news and will keep a look out for this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212361906061472","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212361792663568,"gmtCreate":1692878437230,"gmtModify":1692878440332,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA 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18:39","market":"us","language":"en","title":"US Stock Futures Rise, Treasuries Fall Before CPI Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1165145662","media":"Bloomberg","summary":"Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors awa","content":"<html><head></head><body><p>Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors await inflation data that may upend bets that the Federal Reserve is done tightening.</p><p>The yield on the two-year Treasury — the most sensitive to interest rates — climbed about 25 basis points to 4.25%, still more than 70 basis points lower than this time last week. Plunging rates captured Wall Street’s attention yesterday, when the yield dropped more than a half-percentage point in the biggest move since the 1980s. The 10-year yield rose four basis points to 3.60%, while a gauge of the dollar snapped three days of losses.</p><p>Futures on the S&amp;P 500 and Nasdaq 100 rose about 0.4% as regional banking stocks rallied in premarket trading. First Republic Bank, whose shares tumbled by a record 62% on Monday, jumped as much as 20%. Among larger lenders, Wells Fargo &amp; Co. and Bank of America Corp. gained more than 3%.</p><p>Treasuries have been whipsawed in recent days along with banking shares as the collapse of Silicon Valley Bank and two other US lenders prompted wagers the Federal Reserve will pause its hiking cycle and even cut interest rates to stabilize the financial system. But a hot inflation reading later today could muddy that outlook and spark a fresh wave of volatility in fixed-income markets.</p><p>“A policy mistake is hands down the biggest risk in the market,” Mary Manning, global portfolio manager for Alphinity Investment Management, said on Bloomberg Television. “Controlling inflation but also addressing the fact there is some instability in the banking system is difficult.”</p><p>Swap contracts referencing Fed policy meetings — which last week favored a half-point rate increase at next week’s gathering of officials — slashed the odds of any increase to less than one-in-two. Meanwhile, contracts for the rest of 2023 suggest that the Fed could cut rates by almost a full percentage point from the peak in May before the year is out.</p><p>Europe’s Stoxx 600 equity benchmark was little changed after falling the most since December on Monday. A gauge of European bank stocks edged lower, led by Close Brothers Group Plcafter a first-half profit miss. Credit Suisse Group AG slipped after uncovering accounting weaknesses. A gauge of Asian stocks fell 2%, wiping out gains for 2023.</p><p>Goldman Sachs Group Inc. economists as well as asset managers from the world’s largest actively managed bond fund, Pacific Investment Management Co., said the Fed could take a breather on the policy rate following the collapse of SVB. Nomura Holdings Inc. economists took it one step further, saying the Fed could cut its target rate next week.</p><p>Key Data</p><p>Traders are looking to the US consumer price index report later in the day for cues that may trigger further shifts in the outlook for monetary policy.</p><p>The bank selloff “certainly creates a headwind for aggressive Fed action, if any action,” said Gary Schlossberg, a senior economist at Wells Fargo. “But there is that very important data coming out which may not ease concerns over inflation. It means the Fed has even more of a balancing act.”</p><p>The S&amp;P 500 closed Monday down 0.2%, after bouncing between gains and losses amid a rout in bank shares while the policy-sensitive Nasdaq climbed 0.8%, the most in over a week. The fallout from SVB’s collapse prompted President Joe Biden to promise stronger regulation of US lenders, while reassuring depositors that their money is safe.</p><p>The SVB meltdown has also caused a swift repricing in credit risk. Yield premiums on company debt, which had trended lower for much of this year, have climbed back to levels seen in November, according to a Bloomberg index that includes investment-grade and junk bonds.</p><p>Elsewhere in markets, oil extended a decline ahead of the inflation data. Gold slid after rising in the three previous sessions as traders turned to haven assets.</p><p>Key events this week:</p><ul><li>US inflation, Tuesday</li><li>China retail sales, industrial production, medium-term lending, surveyed jobless rate, Wednesday</li><li>Eurozone industrial production, Wednesday</li><li>US business inventories, retail sales, PPI, empire manufacturing, Wednesday</li><li>Eurozone rate decision, Thursday</li><li>US housing starts, initial jobless claims, Thursday</li><li>Janet Yellen appears before the Senate Finance Committee, Thursday</li><li>US University of Michigan consumer sentiment, industrial production, Conference Board leading index, Friday</li></ul><p>Some of the main moves in markets:</p><p>Stocks</p><ul><li>S&amp;P 500 futures rose 0.4% as of 5:59 a.m. New York time</li><li>Nasdaq 100 futures rose 0.3%</li><li>Futures on the Dow Jones Industrial Average rose 0.4%</li><li>The Stoxx Europe 600 was little changed</li><li>The MSCI World index fell 0.5%</li></ul><p>Currencies</p><ul><li>The Bloomberg Dollar Spot Index rose 0.3%</li><li>The euro fell 0.2% to $1.0712</li><li>The British pound fell 0.2% to $1.2156</li><li>The Japanese yen fell 0.7% to 134.18 per dollar</li></ul><p>Cryptocurrencies</p><ul><li>Bitcoin rose 0.6% to $24,387.75</li><li>Ether rose 0.2% to $1,675.24</li></ul><p>Bonds</p><ul><li>The yield on 10-year Treasuries advanced five basis points to 3.62%</li><li>Germany’s 10-year yield advanced 11 basis points to 2.37%</li><li>Britain’s 10-year yield advanced 13 basis points to 3.50%</li></ul><p>Commodities</p><ul><li>West Texas Intermediate crude fell 2.2% to $73.17 a barrel</li><li>Gold futures fell 0.6% to $1,905.50 an ounce</li></ul><p>Volatility</p><ul><li>VIX rose 1.4% to 26.89</li></ul><ul><li>VIXmain rose 0.32% to 25.45</li></ul></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>US Stock Futures Rise, Treasuries Fall Before CPI Data</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 Stock Futures Rise, Treasuries Fall Before CPI Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 18:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors await inflation data that may upend bets that the Federal Reserve is done tightening.The yield on the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165145662","content_text":"Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors await inflation data that may upend bets that the Federal Reserve is done tightening.The yield on the two-year Treasury — the most sensitive to interest rates — climbed about 25 basis points to 4.25%, still more than 70 basis points lower than this time last week. Plunging rates captured Wall Street’s attention yesterday, when the yield dropped more than a half-percentage point in the biggest move since the 1980s. The 10-year yield rose four basis points to 3.60%, while a gauge of the dollar snapped three days of losses.Futures on the S&P 500 and Nasdaq 100 rose about 0.4% as regional banking stocks rallied in premarket trading. First Republic Bank, whose shares tumbled by a record 62% on Monday, jumped as much as 20%. Among larger lenders, Wells Fargo & Co. and Bank of America Corp. gained more than 3%.Treasuries have been whipsawed in recent days along with banking shares as the collapse of Silicon Valley Bank and two other US lenders prompted wagers the Federal Reserve will pause its hiking cycle and even cut interest rates to stabilize the financial system. But a hot inflation reading later today could muddy that outlook and spark a fresh wave of volatility in fixed-income markets.“A policy mistake is hands down the biggest risk in the market,” Mary Manning, global portfolio manager for Alphinity Investment Management, said on Bloomberg Television. “Controlling inflation but also addressing the fact there is some instability in the banking system is difficult.”Swap contracts referencing Fed policy meetings — which last week favored a half-point rate increase at next week’s gathering of officials — slashed the odds of any increase to less than one-in-two. Meanwhile, contracts for the rest of 2023 suggest that the Fed could cut rates by almost a full percentage point from the peak in May before the year is out.Europe’s Stoxx 600 equity benchmark was little changed after falling the most since December on Monday. A gauge of European bank stocks edged lower, led by Close Brothers Group Plcafter a first-half profit miss. Credit Suisse Group AG slipped after uncovering accounting weaknesses. A gauge of Asian stocks fell 2%, wiping out gains for 2023.Goldman Sachs Group Inc. economists as well as asset managers from the world’s largest actively managed bond fund, Pacific Investment Management Co., said the Fed could take a breather on the policy rate following the collapse of SVB. Nomura Holdings Inc. economists took it one step further, saying the Fed could cut its target rate next week.Key DataTraders are looking to the US consumer price index report later in the day for cues that may trigger further shifts in the outlook for monetary policy.The bank selloff “certainly creates a headwind for aggressive Fed action, if any action,” said Gary Schlossberg, a senior economist at Wells Fargo. “But there is that very important data coming out which may not ease concerns over inflation. It means the Fed has even more of a balancing act.”The S&P 500 closed Monday down 0.2%, after bouncing between gains and losses amid a rout in bank shares while the policy-sensitive Nasdaq climbed 0.8%, the most in over a week. The fallout from SVB’s collapse prompted President Joe Biden to promise stronger regulation of US lenders, while reassuring depositors that their money is safe.The SVB meltdown has also caused a swift repricing in credit risk. Yield premiums on company debt, which had trended lower for much of this year, have climbed back to levels seen in November, according to a Bloomberg index that includes investment-grade and junk bonds.Elsewhere in markets, oil extended a decline ahead of the inflation data. Gold slid after rising in the three previous sessions as traders turned to haven assets.Key events this week:US inflation, TuesdayChina retail sales, industrial production, medium-term lending, surveyed jobless rate, WednesdayEurozone industrial production, WednesdayUS business inventories, retail sales, PPI, empire manufacturing, WednesdayEurozone rate decision, ThursdayUS housing starts, initial jobless claims, ThursdayJanet Yellen appears before the Senate Finance Committee, ThursdayUS University of Michigan consumer sentiment, industrial production, Conference Board leading index, FridaySome of the main moves in markets:StocksS&P 500 futures rose 0.4% as of 5:59 a.m. New York timeNasdaq 100 futures rose 0.3%Futures on the Dow Jones Industrial Average rose 0.4%The Stoxx Europe 600 was little changedThe MSCI World index fell 0.5%CurrenciesThe Bloomberg Dollar Spot Index rose 0.3%The euro fell 0.2% to $1.0712The British pound fell 0.2% to $1.2156The Japanese yen fell 0.7% to 134.18 per dollarCryptocurrenciesBitcoin rose 0.6% to $24,387.75Ether rose 0.2% to $1,675.24BondsThe yield on 10-year Treasuries advanced five basis points to 3.62%Germany’s 10-year yield advanced 11 basis points to 2.37%Britain’s 10-year yield advanced 13 basis points to 3.50%CommoditiesWest Texas Intermediate crude fell 2.2% to $73.17 a barrelGold futures fell 0.6% to $1,905.50 an ounceVolatilityVIX rose 1.4% to 26.89VIXmain rose 0.32% to 25.45","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949430325,"gmtCreate":1678806056768,"gmtModify":1678806060662,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949430325","repostId":"1174834434","repostType":2,"repost":{"id":"1174834434","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":1678800640,"share":"https://ttm.financial/m/news/1174834434?lang=&edition=fundamental","pubTime":"2023-03-14 21:30","market":"us","language":"en","title":"Dow Rallies 300 Points as It Tries to Snap 5-Day Slide, Regional Banks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1174834434","media":"Tiger Newspress","summary":"U.S. stocks rose on Tuesday as bank stocks mounted a comeback.The Dow Jones Industrial Average gaine","content":"<html><head></head><body><p>U.S. stocks rose on Tuesday as bank stocks mounted a comeback.</p><p>The Dow Jones Industrial Average gained 317 points, or 1%. The S&amp;P 500 added 1.4%, while Nasdaq Composite climbed 1.6%.</p><p>Bank stocks rebounded somewhat after getting pummeled during Monday’s trading session. TheSPDR S&amp;P Regional Banking ETF (KRE)rose more than 9% in premarket trading. Shares ofFirst Republic Bankpopped nearly 50% in extended trading, after closing down nearly 62% on Monday.KeyCorpshares added almost 15% in a relief bounce following a 27% decline.</p><p>The consumer price index rose 0.4%in February from January, matching the consensus estimate of economists polled by Dow Jones. The annualized increase of 6% was also in line with economists’ expectations. So-called “core” CPI, which removed volatile food and energy prices, grew from the prior month slightly more than economists expected at 0.5%, while the year-over-year increase of 5.5% came in line with what they anticipated.</p><p>“The market is breathing a sigh of relief today on the banking front, with regional banks posting huge gains,” said Jon Maier, chief investment officer at Global X. “Today’s report was as expected, allowing the market to look toward other factors.”</p><p>The moves follow a volatile session on Monday, when theDowandS&amp;P 500fell after a plan to backstop depositors in Silicon Valley Bank failed to buoy bank stocks,. The Dow lost 90.50 points, or 0.28%, while the broad-market index lost 0.15%. The tech-heavyNasdaq Composite bucked the trend, rising as some investors bet the collapse at Silicon Valley Bank could mean a pause in future interest rate hikes from the Federal Reserve.</p><p>Elsewhere,GitLabsharestumbled 32% in tradingafter the open-source software firm issuedweaker-than-expected first quarterand full-year revenue guidance.</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>Dow Rallies 300 Points as It Tries to Snap 5-Day Slide, Regional Banks Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Rallies 300 Points as It Tries to Snap 5-Day Slide, Regional Banks Rebound\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\">2023-03-14 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks rose on Tuesday as bank stocks mounted a comeback.</p><p>The Dow Jones Industrial Average gained 317 points, or 1%. The S&amp;P 500 added 1.4%, while Nasdaq Composite climbed 1.6%.</p><p>Bank stocks rebounded somewhat after getting pummeled during Monday’s trading session. TheSPDR S&amp;P Regional Banking ETF (KRE)rose more than 9% in premarket trading. Shares ofFirst Republic Bankpopped nearly 50% in extended trading, after closing down nearly 62% on Monday.KeyCorpshares added almost 15% in a relief bounce following a 27% decline.</p><p>The consumer price index rose 0.4%in February from January, matching the consensus estimate of economists polled by Dow Jones. The annualized increase of 6% was also in line with economists’ expectations. So-called “core” CPI, which removed volatile food and energy prices, grew from the prior month slightly more than economists expected at 0.5%, while the year-over-year increase of 5.5% came in line with what they anticipated.</p><p>“The market is breathing a sigh of relief today on the banking front, with regional banks posting huge gains,” said Jon Maier, chief investment officer at Global X. “Today’s report was as expected, allowing the market to look toward other factors.”</p><p>The moves follow a volatile session on Monday, when theDowandS&amp;P 500fell after a plan to backstop depositors in Silicon Valley Bank failed to buoy bank stocks,. The Dow lost 90.50 points, or 0.28%, while the broad-market index lost 0.15%. The tech-heavyNasdaq Composite bucked the trend, rising as some investors bet the collapse at Silicon Valley Bank could mean a pause in future interest rate hikes from the Federal Reserve.</p><p>Elsewhere,GitLabsharestumbled 32% in tradingafter the open-source software firm issuedweaker-than-expected first quarterand full-year revenue guidance.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174834434","content_text":"U.S. stocks rose on Tuesday as bank stocks mounted a comeback.The Dow Jones Industrial Average gained 317 points, or 1%. The S&P 500 added 1.4%, while Nasdaq Composite climbed 1.6%.Bank stocks rebounded somewhat after getting pummeled during Monday’s trading session. TheSPDR S&P Regional Banking ETF (KRE)rose more than 9% in premarket trading. Shares ofFirst Republic Bankpopped nearly 50% in extended trading, after closing down nearly 62% on Monday.KeyCorpshares added almost 15% in a relief bounce following a 27% decline.The consumer price index rose 0.4%in February from January, matching the consensus estimate of economists polled by Dow Jones. The annualized increase of 6% was also in line with economists’ expectations. So-called “core” CPI, which removed volatile food and energy prices, grew from the prior month slightly more than economists expected at 0.5%, while the year-over-year increase of 5.5% came in line with what they anticipated.“The market is breathing a sigh of relief today on the banking front, with regional banks posting huge gains,” said Jon Maier, chief investment officer at Global X. “Today’s report was as expected, allowing the market to look toward other factors.”The moves follow a volatile session on Monday, when theDowandS&P 500fell after a plan to backstop depositors in Silicon Valley Bank failed to buoy bank stocks,. The Dow lost 90.50 points, or 0.28%, while the broad-market index lost 0.15%. The tech-heavyNasdaq Composite bucked the trend, rising as some investors bet the collapse at Silicon Valley Bank could mean a pause in future interest rate hikes from the Federal Reserve.Elsewhere,GitLabsharestumbled 32% in tradingafter the open-source software firm issuedweaker-than-expected first quarterand full-year revenue guidance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949992710,"gmtCreate":1678285768130,"gmtModify":1678285772071,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949992710","repostId":"1121509471","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230332,"gmtCreate":1677924534427,"gmtModify":1677924538129,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okk","listText":"Okk","text":"Okk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940230332","repostId":"1124571052","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230913,"gmtCreate":1677924410932,"gmtModify":1677924414222,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940230913","repostId":"2316901789","repostType":4,"repost":{"id":"2316901789","kind":"highlight","pubTimestamp":1677892655,"share":"https://ttm.financial/m/news/2316901789?lang=&edition=fundamental","pubTime":"2023-03-04 09:17","market":"us","language":"en","title":"Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316901789","media":"Yahoo Finance","summary":"The Biden administration recently has laid out ambitious plans to use government money to spur at le","content":"<html><head></head><body><p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.</p><p>In an interview this week, Deputy Secretary of Commerce Don Graves outlined his department’s ambition for these projects. He said the application process for the money is designed to prod companies to “express to us their vision for how we drive economic development, how we drive competitiveness, not just at a local level, not just at a state level, but at a regional level.”</p><p>The funds come from about $53 billion put aside in the CHIPs and Science Act. The administration goal: achieving both a revitalization of the U.S. semiconductor industry— as well as broader political and economic goals that officials say will produce hundreds of thousands of jobs in the U.S.</p><p>One model? “I look to our experience in rebuilding and bringing back from the edge of complete collapse the city of Detroit” Graves said, referencing his time during the Obama administration as the leader of the federal government’s efforts after the city filed for Chapter 9 bankruptcy in 2013. He also mention a government funded network of manufacturing innovation institutes called Manufacturing USA.</p><p>But the question that remains is whether it’s possible to achieve these goals all at once. Already, some industry voices have reportedly been grumbling about the many restrictions on the money with others pointing out that the most successful projects historically have had limited instead of broader objectives.</p><p>The new law has $39 billion earmarked for semiconductor manufacturers; the application process opened this past week. An additional $11 billion is set to go to companies as well as universities and others for chip research and design beginning later this year. The law also includes an investment tax credit of up to 25% towards a manufacturer’s capital expenditures.</p><h2><b>‘We&#39;re already a hub’</b></h2><p>Another point made by those who have a stake: these hubs already exist. Thus, they hope the money from Washington will primarily service as an amplifier—not only focus on new development.</p><p>For example: In a Yahoo Finance Live interview this week, Sen. Mark Kelly (D-AZ) noted “we&#39;re already a hub for semiconductor manufacturing in the United States, this is just going to expand dramatically because of this legislation.”</p><p>Intel (INTC) already has a strong presence in Kelly&#39;s state with 12,000 employees and Taiwan Semiconductor Manufacturing Company (TSMC) recently announced plans there as well. For Kelly, a key point of the money is to help develop other companies around Intel and TSMC to help supply the giant fabrication plants to come with equipment, raw materials, and innovation in the years ahead.</p><p>It&#39;s a similar situation about 2,500 miles away in upstate New York. <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM) and Micron (MU) are two of the big companies there. There has been years of semiconductor development in the region, which is also seen as a frontrunner for government money.</p><p>But again, an official there is quick to point out that this area is far from starting from scratch with government money likely to boost what is already there. “Today, I&#39;m talking with you from Albany NanoTech,” said Mukesh Khare, an IBM vice president, in an interview this week. Khare was also recently named to an Industrial Advisory Committee that is advising the Commerce department on the deployment of the law.</p><p>The Albany Nanotech Complex is a public private partnership that has been growing for decades and was completed in 2015 as a host for a range of companies focused on semiconductor research at the SUNY Polytechnic Institute.</p><p>Albany’s existing cluster makes good business sense, said Khare, and currently “serves the needs of companies who are here but expanding — with investment from places like CHIPS Act, the state, as well as private companies — will really have a multiplication effect.”</p><p>The research facilties in New York could be paired with burgeoning manufacturing efforts. IBM recently announced a $20 billion manufacturing plan in nearby Poughkeepsie, N.Y. During an October visit, President Biden took credit for the expansion saying the CHIPs and Science act is “a law that’s going to build the future and a proud, proud legacy not only for IBM, but for the country.”</p><p>In addition, Micron recently announced plans to invest up to $100 billion over the coming decades in Syracuse N.Y.</p><p>But Biden officials have repeatedly promised that no company or region is a shoo-in for the money. “The way that we&#39;ve structured this and what we&#39;ve been conveying to potential applicants throughout this process is that their expectation shouldn&#39;t be that we&#39;re giving a nod to any one area just simply because it already has a fab,” Deputy Secretary Graves said.</p><p>Commerce Secretary Gina Raimondo added “I expect there will be many disappointed companies&#34; and that her primary lens here &#34;is the achievement of our national security goals.”</p><h2><b>Aiming for ‘a win-win situation’</b></h2><p>The clusters to come will need to strike a balance between the financial imperatives of the semi-conductor sector and the Biden administration&#39;s larger policy goals.</p><p>In addition to economic development, the Commerce department has stressed that as a condition of applying for the money, companies will have to provide detailed financial information, not engage in stock buybacks with the money they get—and provide detailed workforce development plans down to the level of the childcare facilities they will provide.</p><p>In a recent Yahoo Finance Live interview, Secretary Raimondo defended the restrictions and said that her goal is not to impose overly burdensome requirements. “We want to work in partnership with these companies.&#34;</p><p>Advocates of the multi-pronged goals said that the incentives can be aligned so that it’s beneficial to both the private and public sectors. Speaking of the childcare provisions this week, Sen. Kelly argued “This is a win-win situation, it helps families in Arizona and in other states that are going to have these companies there, but at the same time it helps the employer.”</p><p>As for the timeline ahead, a Commerce official said the first awards will likely be for big fabrication plants - i.e. the anchors of the clusters to come. Deputy Secretary Graves said “we&#39;re hopeful that we&#39;ll be able to make our first awards by the end of the year, but it&#39;s going to depend on whether we get these strong, strategic-thinking applications.”</p><p>IBM’s Khare added his praise of the government’s rollout so far and notes that, of course, &#34;we all want it to be much faster than where we are but, that said, it&#39;s a process and it needs to be fair and transparent and accountable so we are here to help.”</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","INTC":"英特尔","IBM":"IBM","MU":"美光科技"},"source_url":"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316901789","content_text":"The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In an interview this week, Deputy Secretary of Commerce Don Graves outlined his department’s ambition for these projects. He said the application process for the money is designed to prod companies to “express to us their vision for how we drive economic development, how we drive competitiveness, not just at a local level, not just at a state level, but at a regional level.”The funds come from about $53 billion put aside in the CHIPs and Science Act. The administration goal: achieving both a revitalization of the U.S. semiconductor industry— as well as broader political and economic goals that officials say will produce hundreds of thousands of jobs in the U.S.One model? “I look to our experience in rebuilding and bringing back from the edge of complete collapse the city of Detroit” Graves said, referencing his time during the Obama administration as the leader of the federal government’s efforts after the city filed for Chapter 9 bankruptcy in 2013. He also mention a government funded network of manufacturing innovation institutes called Manufacturing USA.But the question that remains is whether it’s possible to achieve these goals all at once. Already, some industry voices have reportedly been grumbling about the many restrictions on the money with others pointing out that the most successful projects historically have had limited instead of broader objectives.The new law has $39 billion earmarked for semiconductor manufacturers; the application process opened this past week. An additional $11 billion is set to go to companies as well as universities and others for chip research and design beginning later this year. The law also includes an investment tax credit of up to 25% towards a manufacturer’s capital expenditures.‘We're already a hub’Another point made by those who have a stake: these hubs already exist. Thus, they hope the money from Washington will primarily service as an amplifier—not only focus on new development.For example: In a Yahoo Finance Live interview this week, Sen. Mark Kelly (D-AZ) noted “we're already a hub for semiconductor manufacturing in the United States, this is just going to expand dramatically because of this legislation.”Intel (INTC) already has a strong presence in Kelly's state with 12,000 employees and Taiwan Semiconductor Manufacturing Company (TSMC) recently announced plans there as well. For Kelly, a key point of the money is to help develop other companies around Intel and TSMC to help supply the giant fabrication plants to come with equipment, raw materials, and innovation in the years ahead.It's a similar situation about 2,500 miles away in upstate New York. IBM (IBM) and Micron (MU) are two of the big companies there. There has been years of semiconductor development in the region, which is also seen as a frontrunner for government money.But again, an official there is quick to point out that this area is far from starting from scratch with government money likely to boost what is already there. “Today, I'm talking with you from Albany NanoTech,” said Mukesh Khare, an IBM vice president, in an interview this week. Khare was also recently named to an Industrial Advisory Committee that is advising the Commerce department on the deployment of the law.The Albany Nanotech Complex is a public private partnership that has been growing for decades and was completed in 2015 as a host for a range of companies focused on semiconductor research at the SUNY Polytechnic Institute.Albany’s existing cluster makes good business sense, said Khare, and currently “serves the needs of companies who are here but expanding — with investment from places like CHIPS Act, the state, as well as private companies — will really have a multiplication effect.”The research facilties in New York could be paired with burgeoning manufacturing efforts. IBM recently announced a $20 billion manufacturing plan in nearby Poughkeepsie, N.Y. During an October visit, President Biden took credit for the expansion saying the CHIPs and Science act is “a law that’s going to build the future and a proud, proud legacy not only for IBM, but for the country.”In addition, Micron recently announced plans to invest up to $100 billion over the coming decades in Syracuse N.Y.But Biden officials have repeatedly promised that no company or region is a shoo-in for the money. “The way that we've structured this and what we've been conveying to potential applicants throughout this process is that their expectation shouldn't be that we're giving a nod to any one area just simply because it already has a fab,” Deputy Secretary Graves said.Commerce Secretary Gina Raimondo added “I expect there will be many disappointed companies\" and that her primary lens here \"is the achievement of our national security goals.”Aiming for ‘a win-win situation’The clusters to come will need to strike a balance between the financial imperatives of the semi-conductor sector and the Biden administration's larger policy goals.In addition to economic development, the Commerce department has stressed that as a condition of applying for the money, companies will have to provide detailed financial information, not engage in stock buybacks with the money they get—and provide detailed workforce development plans down to the level of the childcare facilities they will provide.In a recent Yahoo Finance Live interview, Secretary Raimondo defended the restrictions and said that her goal is not to impose overly burdensome requirements. “We want to work in partnership with these companies.\"Advocates of the multi-pronged goals said that the incentives can be aligned so that it’s beneficial to both the private and public sectors. Speaking of the childcare provisions this week, Sen. Kelly argued “This is a win-win situation, it helps families in Arizona and in other states that are going to have these companies there, but at the same time it helps the employer.”As for the timeline ahead, a Commerce official said the first awards will likely be for big fabrication plants - i.e. the anchors of the clusters to come. Deputy Secretary Graves said “we're hopeful that we'll be able to make our first awards by the end of the year, but it's going to depend on whether we get these strong, strategic-thinking applications.”IBM’s Khare added his praise of the government’s rollout so far and notes that, of course, \"we all want it to be much faster than where we are but, that said, it's a process and it needs to be fair and transparent and accountable so we are here to help.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230099,"gmtCreate":1677924384512,"gmtModify":1677924388216,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940230099","repostId":"1188147335","repostType":4,"repost":{"id":"1188147335","kind":"news","pubTimestamp":1677896169,"share":"https://ttm.financial/m/news/1188147335?lang=&edition=fundamental","pubTime":"2023-03-04 10:16","market":"us","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</p></body></html>","source":"seekingalpha_fund","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 The Market Could Drop By Another 20%-25%</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 The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954867997,"gmtCreate":1676254270019,"gmtModify":1676254271877,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954867997","repostId":"2310966764","repostType":4,"repost":{"id":"2310966764","kind":"highlight","pubTimestamp":1676268157,"share":"https://ttm.financial/m/news/2310966764?lang=&edition=fundamental","pubTime":"2023-02-13 14:02","market":"us","language":"en","title":"Tesla: The Selloff Is A Gift To Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2310966764","media":"Seekingalpha","summary":"We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65","content":"<html><head></head><body><p>We had every intention of publishing a bearish article on <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from overbought conditions. An expectation here for some renewed volatility related to short-term investor profit-taking or shares hitting technical resistance is completely reasonable.</p><p>At the same time, we always want our research to age well several months to a year from now. It&#39;s not worth getting caught up in the short-term noise, only to miss out on the bigger picture. We can reaffirm a positive view of TSLA with the recent selloff as a new buying opportunity.</p><p></p><p><img src=\"https://static.tigerbbs.com/377cf49e4b3e4494cef9e51785252f67\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The first point here is that the combination of a solid Q4 earnings report along with impressive trends from China highlights the improved sentiment since the end of December. All this is the context of a broader market rally based on a stronger macro outlook. There are plenty of mixed signals out there, but the biggest development thus far in 2023 has been a recognition that global economic conditions are resilient and far from a deepening recession which is good for business.</p><p>Tesla will likely continue to sell every vehicle it produces and still faces the challenge of keeping up with demand. Investors can look forward to the launch of CyberTruck later this year along with progress towards ramping up TeslaSemi as two new growth drivers.</p><p>From there, we believe the consensus estimates for 2023 and beyond may prove to be too low or conservative. The ability of the company to keep beating expectations in what remains an early stage of its full potential can make shares a big winner going forward.</p><h2>Where Will TSLA Be in 2030?</h2><p>One of the interesting aspects of covering Tesla is the breadth of Wall Street estimates which help form an authoritative consensus. You&#39;ll be pressed to find another ticker with 33 published revenue estimates for this year, and even 3 forecasting sales into 2030, eight years from now.</p><p>With a current 2023 forecast for revenue to reach $103 billion this year, up 26% year-over-year, it&#39;s fair to assume Tesla will end up close to that. This number will be a function of recent capacity and production trends, sales momentum, and pricing which are good starting points to draw assumptions. We&#39;ll take the consensus numbers at face value, but the real insight comes from reasons why the company could over-perform.</p><p></p><p><img src=\"https://static.tigerbbs.com/7a59936c1be174dacb9391e2dd9cc5d1\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>source: Seeking Alpha</p><p>The range of uncertainty widens further along the forecast range for revenue to reach $229 billion by 2027, five years from now, representing an average annual growth rate of 23% over the period. The way Tesla could get there would be through several ongoing initiatives.</p><ul><li>The launch of new models like the upcoming CyberTruck and Tesla Semi.</li><li>Expanded tech-based subscription features like premium connectivity and full self-driving (FSD).</li><li>New &#34;Gigafactories&#34; beyond its current four global assembly facilities and separate battery-focused projects to add capacity.</li><li>A possible entry into rideshares through the &#34;Robotaxi&#34; program in development.</li><li>Growth in solar and energy storage deployments.</li><li>Opportunities in still under-penetrated emerging markets.</li></ul><p>Compared to a global production annual run rate that reached 1.8 million vehicles in Q4, Elon Musk has noted a goal of hitting 20 million units by 2030. That aspirational target poses challenges considering the availability of battery materials and the logistical bottlenecks. It&#39;s estimated the company would need to complete a gigafactory build every year to approach such a number and in the process nearly overtake the combined vehicle output of both Toyota Motor (TM) and Volkswagen AG (OTCPK:VWAGY).</p><p>The good news is that the market is not reading too much into that 20 million number evidenced by a consensus for 2030 sales to climb about 4x from the 2022 result of $82 billion, well below the +10x level implied by a 20 million unit run rate.</p><p>All else equal, just approaching an annual production of around 6 million vehicles in eight years would more than support 4x revenue upside as a ballpark to arrive at the 2030 revenue consensus of $355 billion in sales that year. We think Tesla can easily do that.</p><p></p><p><img src=\"https://static.tigerbbs.com/1e3ad37860cda4081a77a7aa934ebbba\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>source: reuters</p><h2>Reasonable Assumptions</h2><p>All this is in the context of what are very strong tailwinds for the growth of EVs both in the U.S. and globally, incentivized by public policy. One estimate from the International Energy Agency suggests around 60% of new car sales worldwide by 2030 will be EVs, which include plug-in hybrids (PHEVs). From the 16.5 million EVs on the road globally at the end of 2021, that number will expand to 350 million over the same time frame, dependent on the charging infrastructure and evolution of battery technology.</p><p>Just in the U.S., the current White House goal is for half of the new car sales to be electric, fuel cell, or hybrid by 2030 implying upwards of 7.5 million new EVs that year.</p><p>Data from the independent Edison Electric Institute suggests that U.S. EV sales could be higher at 8.4 million in 2023 based on announced manufacturer targets as a path to hit that 50% goal. By all accounts, Tesla will be a part of that pie, but it&#39;s also important to remember they won&#39;t be the only player.</p><p>Curiously, the group sees Tesla selling 880k light-duty passenger vehicles in the U.S. in 2030, up from 536k U.S. deliveries in 2022 across all models, which represented about 40% of its global total. Here are some implications from that particular forecast:</p><ul><li>A cumulative unit sales growth in the U.S. of 64% through 2023, or 7% on average per year, a moderating pace compared to an average of 41% increase between 2021 and 2022.</li><li>The forecast from EEI implies the company will hold a 5% market share of all cars sold in the U.S. or 10% of total EVs, higher if considering only battery-electric-vehicles (BEVs).</li></ul><p><img src=\"https://static.tigerbbs.com/ff626e7c80047185778a73a184713255\" tg-width=\"640\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>source: EEI</p><p>For context, Tesla ended Q4 2022 with an approximate 58% market share of total EVs sold in the U.S., declining from 72% in 2021 reflecting the commercial production ramp-up from other automakers including startups like Rivian Automotive (RIVN) along with legacy names like Ford Motor (F) effectively all-in on their EV strategy. It&#39;s not controversial to expect Tesla&#39;s EV share will continue to trend lower, and that&#39;s ok. It&#39;s not something to lose sleep over. It only becomes a problem if Tesla is unable to find buyers for its vehicles, and there are no indications of that happening.</p><p>We&#39;re sure Elon Musk would take issue with these EEI projections as being too low, but the point here is to say that it ties into the broader consensus revenue outlook for revenues that appear realistic as the larger growth opportunity is outside the U.S.</p><p>By our estimates, the U.S. passenger vehicle market for Tesla in 2030 could represent around 15% of Tesla&#39;s total business, down from under 40% last year. What will play a bigger role in the total revenue number will be new areas of growth like entering the heavy-duty transportation truck market as completely separate from the passenger vehicles group.</p><p>The &#34;rideshare&#34; robotaxi business is another opportunity that has yet to be explored that could potentially be the core of the company over the next several decades. Let&#39;s not forget about its energy storage and solar segment that has room to accelerate from here.</p><p>Going back to those Wall Street revenue estimates, there are some bigger trends at play. Consider the expanding ecosystem that includes the growing charging network and new subscription software features that end up adding to the lifecycle revenue connected to each vehicle sold. Throw in the incremental revenue from warranties, parts, insurance, used car sales, and so on and it becomes clear that the company can double and triple its revenue well before total unit production.</p><h2>Paul Krugman Was Wrong On Tesla</h2><p>The Nobel Prize-winning economist Paul Krugman penned an editorial in the New York Times back in December covering the crash in Tesla&#39;s share price over the past year.</p><p>The case Krugman made was that Tesla could not be compared to a global tech leader like Microsoft (MSFT) or Apple (AAPL) because the automobile industry was structurally less profitable. Separately, he noted that Tesla lacks the &#34;network effect&#34; defined by consumers being brand committed and favoring a product because peers are also users.</p><p>The comparison has some half-truths. Compared to a piece of software from Microsoft, or even Apple&#39;s ecosystem that can immediately be pushed out to millions of users worldwide, Tesla&#39;s core products are significantly more capital-intensive. This is reflected by Tesla&#39;s lower profit margins over the past year, around half that generated by MSFT and AAPL. Still, keep in mind that Tesla still generated $12.6 billion in net income last year and also $7.6 billion in free cash flow, hardly a bunny.</p><p></p><p><img src=\"https://static.tigerbbs.com/aa1cfa43a2cc07e2af08cb1f4bf70ac8\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Tesla stands out in its industry, even as a relatively smaller player by total global units, and is structurally more profitable than any other major car market. Its operating margin over the past year at 17% is more than double, the average of a group with names like Volkswagen and Ford. Some of that spread includes the benefit of EV tax credits, but also the &#34;tech&#34; side of the business Tesla has a clear advantage.</p><p>The company largely pioneered the idea of over-the-air upgrades and subscriptions for features like navigation. Those functions are fundamentally very similar to what the software side of Microsoft and Apple where it blurs the line between being an &#34;industrial manufacturer&#34; and a tech player.</p><p>We&#39;d also say that the initiatives on this side of the business are still in the early stages. Tesla&#39;s direct-to-consumer retail strategy is also an innovation in the industry that has added to profitability. Paul Krugman did not address these concepts.</p><p><img src=\"https://static.tigerbbs.com/f8ed8335fac7e034a9a3a56984b40c6a\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In terms of the network effect, we&#39;ll give Apple the crown which likely has more brand loyalty than any other consumer-facing company in the world. There is an entire generation of iPhone users, for example, that have owned a different device and the idea of switching to an &#34;Android&#34; alternative is like asking a vegan to chow down on a Tomahawk steak, it&#39;s not even up for discussion.</p><p>On this side of the debate, we&#39;d say Tesla captures something of a middle ground but is still exceptional among automakers. Even with new EV models popping up, the sense is that Tesla remains the &#34;Classic Coke&#34; compared to the other store brands.</p><p>Tesla has in fact built up that network that Krugman believes is lacking. The extensive brand-only charging station network and integration with energy storage, and solar features are still unique that work as an incentive for people to buy a Tesla and stick with it.</p><p>Placing some real numbers to that statement, data from last year shows that Tesla held the highest brand loyalty at 63% of luxury car buyers. The data is also reflected in other metrics suggesting 70% of Tesla owners dispose of their vehicles and buy or plan to buy another Tesla. What this means is that the brand retains an air of exclusivity where plenty of people still want to buy their first one, even at that aspirational level in countries outside the United States.</p><p><img src=\"https://static.tigerbbs.com/fb9d01e0bc670fe4c0ab310c87af30f6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>source: SPGI</p><h2>More Profits On the Way</h2><p>The bigger point here is that from the long-term growth outlook and revenue trajectory through 2023 discussed above, Tesla doesn&#39;t need to dominate the sector. There is room for other automakers to grow their EV share, while it all comes at the expense of internal-combustion engines.</p><p>From the 1.3 million cars produced last year, Tesla is still tiny and the bullish case it will eventually converge with numbers closer to Toyota and Volkswagen as one the big players. I don&#39;t want to live in a world where every other car on the road is a Tesla. That&#39;s not going to happen.</p><p>In terms of earnings outlook, the setup here is for 2023 to be sort of a transition year, with the forecast of EPS at $3.97 representing a decline of -2.4% y/y. This is based on the significant near-term spending to launch CyberTruck and ramp up TeslaSemi. Fast forward, those efforts are expected to pay off by 2024 with an EPS forecast of $5.71, accelerating higher by 44% next year.</p><p><img src=\"https://static.tigerbbs.com/fc27ed60715b3b0e614e8d3087ac145b\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>On the side of operating margins, the expectation is that the company continues to benefit from scale and efficiency efforts adding to profitability and free cash flow over the long run. Earnings are forecast to double from the 2022 result by 2027 to an EPS estimate of $8.20, and potentially crack the $10.00 EPS level by 2030.</p><p>While it&#39;s fair to take those figures through the end of the decade with a grain of salt, we believe the company has room to exceed the estimates, particularly through 2024, which will be another breakthrough year for the company, taking another step forward in accelerating total unit production. This view considers a positive macro environment, defined by a &#34;recovery&#34; to global conditions as interest rates stabilize. Easing inflationary cost pressures should also be positive for unit margins.</p><p>Putting it all together with the recent top-line momentum helps explain the stock&#39;s premium valuation trading at 6x 2023 sales and a forward P/E around 50x. There was a case to make that the valuation was stretched at the high in 2021 when the price reached $415, but Tesla today is attractive.</p><p><img src=\"https://static.tigerbbs.com/87573a343d6adea22ade44f277425637\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Final Thoughts</h2><p>We rate TSLA as a buy with a price target of $270 representing a 50x multiple on the consensus 2024 EPS. At the current stock price, we&#39;d get into a spot by next year where the stock simply appears cheap with a path for double-digit revenue and earnings momentum. The strong point here is to recognize the growth opportunity for a company that is still &#34;small&#34; relative to global automakers but has everything to eventually rival the largest players as it ramps ups scale and enters new categories.</p><p>From the stock price chart, some consolidation around $200 over the near term can represent a healthy consolidation ahead of the next leg higher. On the downside, $180 is the key level of support we believe the market will hold.</p><p>In terms of risks, it will be important for Tesla to keep delivering on its production and delivery targets. Any setback in the timetable for the launch of new models would add to volatility in the stock. The operating margin will be a key monitoring point over the next few quarters.</p><p><img src=\"https://static.tigerbbs.com/9d7255eb26783b40408365bea50366ae\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p></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>Tesla: The Selloff Is A Gift To Buy The Dip</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: The Selloff Is A Gift To Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 14:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2310966764","content_text":"We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from overbought conditions. An expectation here for some renewed volatility related to short-term investor profit-taking or shares hitting technical resistance is completely reasonable.At the same time, we always want our research to age well several months to a year from now. It's not worth getting caught up in the short-term noise, only to miss out on the bigger picture. We can reaffirm a positive view of TSLA with the recent selloff as a new buying opportunity.Data by YChartsThe first point here is that the combination of a solid Q4 earnings report along with impressive trends from China highlights the improved sentiment since the end of December. All this is the context of a broader market rally based on a stronger macro outlook. There are plenty of mixed signals out there, but the biggest development thus far in 2023 has been a recognition that global economic conditions are resilient and far from a deepening recession which is good for business.Tesla will likely continue to sell every vehicle it produces and still faces the challenge of keeping up with demand. Investors can look forward to the launch of CyberTruck later this year along with progress towards ramping up TeslaSemi as two new growth drivers.From there, we believe the consensus estimates for 2023 and beyond may prove to be too low or conservative. The ability of the company to keep beating expectations in what remains an early stage of its full potential can make shares a big winner going forward.Where Will TSLA Be in 2030?One of the interesting aspects of covering Tesla is the breadth of Wall Street estimates which help form an authoritative consensus. You'll be pressed to find another ticker with 33 published revenue estimates for this year, and even 3 forecasting sales into 2030, eight years from now.With a current 2023 forecast for revenue to reach $103 billion this year, up 26% year-over-year, it's fair to assume Tesla will end up close to that. This number will be a function of recent capacity and production trends, sales momentum, and pricing which are good starting points to draw assumptions. We'll take the consensus numbers at face value, but the real insight comes from reasons why the company could over-perform.source: Seeking AlphaThe range of uncertainty widens further along the forecast range for revenue to reach $229 billion by 2027, five years from now, representing an average annual growth rate of 23% over the period. The way Tesla could get there would be through several ongoing initiatives.The launch of new models like the upcoming CyberTruck and Tesla Semi.Expanded tech-based subscription features like premium connectivity and full self-driving (FSD).New \"Gigafactories\" beyond its current four global assembly facilities and separate battery-focused projects to add capacity.A possible entry into rideshares through the \"Robotaxi\" program in development.Growth in solar and energy storage deployments.Opportunities in still under-penetrated emerging markets.Compared to a global production annual run rate that reached 1.8 million vehicles in Q4, Elon Musk has noted a goal of hitting 20 million units by 2030. That aspirational target poses challenges considering the availability of battery materials and the logistical bottlenecks. It's estimated the company would need to complete a gigafactory build every year to approach such a number and in the process nearly overtake the combined vehicle output of both Toyota Motor (TM) and Volkswagen AG (OTCPK:VWAGY).The good news is that the market is not reading too much into that 20 million number evidenced by a consensus for 2030 sales to climb about 4x from the 2022 result of $82 billion, well below the +10x level implied by a 20 million unit run rate.All else equal, just approaching an annual production of around 6 million vehicles in eight years would more than support 4x revenue upside as a ballpark to arrive at the 2030 revenue consensus of $355 billion in sales that year. We think Tesla can easily do that.source: reutersReasonable AssumptionsAll this is in the context of what are very strong tailwinds for the growth of EVs both in the U.S. and globally, incentivized by public policy. One estimate from the International Energy Agency suggests around 60% of new car sales worldwide by 2030 will be EVs, which include plug-in hybrids (PHEVs). From the 16.5 million EVs on the road globally at the end of 2021, that number will expand to 350 million over the same time frame, dependent on the charging infrastructure and evolution of battery technology.Just in the U.S., the current White House goal is for half of the new car sales to be electric, fuel cell, or hybrid by 2030 implying upwards of 7.5 million new EVs that year.Data from the independent Edison Electric Institute suggests that U.S. EV sales could be higher at 8.4 million in 2023 based on announced manufacturer targets as a path to hit that 50% goal. By all accounts, Tesla will be a part of that pie, but it's also important to remember they won't be the only player.Curiously, the group sees Tesla selling 880k light-duty passenger vehicles in the U.S. in 2030, up from 536k U.S. deliveries in 2022 across all models, which represented about 40% of its global total. Here are some implications from that particular forecast:A cumulative unit sales growth in the U.S. of 64% through 2023, or 7% on average per year, a moderating pace compared to an average of 41% increase between 2021 and 2022.The forecast from EEI implies the company will hold a 5% market share of all cars sold in the U.S. or 10% of total EVs, higher if considering only battery-electric-vehicles (BEVs).source: EEIFor context, Tesla ended Q4 2022 with an approximate 58% market share of total EVs sold in the U.S., declining from 72% in 2021 reflecting the commercial production ramp-up from other automakers including startups like Rivian Automotive (RIVN) along with legacy names like Ford Motor (F) effectively all-in on their EV strategy. It's not controversial to expect Tesla's EV share will continue to trend lower, and that's ok. It's not something to lose sleep over. It only becomes a problem if Tesla is unable to find buyers for its vehicles, and there are no indications of that happening.We're sure Elon Musk would take issue with these EEI projections as being too low, but the point here is to say that it ties into the broader consensus revenue outlook for revenues that appear realistic as the larger growth opportunity is outside the U.S.By our estimates, the U.S. passenger vehicle market for Tesla in 2030 could represent around 15% of Tesla's total business, down from under 40% last year. What will play a bigger role in the total revenue number will be new areas of growth like entering the heavy-duty transportation truck market as completely separate from the passenger vehicles group.The \"rideshare\" robotaxi business is another opportunity that has yet to be explored that could potentially be the core of the company over the next several decades. Let's not forget about its energy storage and solar segment that has room to accelerate from here.Going back to those Wall Street revenue estimates, there are some bigger trends at play. Consider the expanding ecosystem that includes the growing charging network and new subscription software features that end up adding to the lifecycle revenue connected to each vehicle sold. Throw in the incremental revenue from warranties, parts, insurance, used car sales, and so on and it becomes clear that the company can double and triple its revenue well before total unit production.Paul Krugman Was Wrong On TeslaThe Nobel Prize-winning economist Paul Krugman penned an editorial in the New York Times back in December covering the crash in Tesla's share price over the past year.The case Krugman made was that Tesla could not be compared to a global tech leader like Microsoft (MSFT) or Apple (AAPL) because the automobile industry was structurally less profitable. Separately, he noted that Tesla lacks the \"network effect\" defined by consumers being brand committed and favoring a product because peers are also users.The comparison has some half-truths. Compared to a piece of software from Microsoft, or even Apple's ecosystem that can immediately be pushed out to millions of users worldwide, Tesla's core products are significantly more capital-intensive. This is reflected by Tesla's lower profit margins over the past year, around half that generated by MSFT and AAPL. Still, keep in mind that Tesla still generated $12.6 billion in net income last year and also $7.6 billion in free cash flow, hardly a bunny.Data by YChartsTesla stands out in its industry, even as a relatively smaller player by total global units, and is structurally more profitable than any other major car market. Its operating margin over the past year at 17% is more than double, the average of a group with names like Volkswagen and Ford. Some of that spread includes the benefit of EV tax credits, but also the \"tech\" side of the business Tesla has a clear advantage.The company largely pioneered the idea of over-the-air upgrades and subscriptions for features like navigation. Those functions are fundamentally very similar to what the software side of Microsoft and Apple where it blurs the line between being an \"industrial manufacturer\" and a tech player.We'd also say that the initiatives on this side of the business are still in the early stages. Tesla's direct-to-consumer retail strategy is also an innovation in the industry that has added to profitability. Paul Krugman did not address these concepts.Data by YChartsIn terms of the network effect, we'll give Apple the crown which likely has more brand loyalty than any other consumer-facing company in the world. There is an entire generation of iPhone users, for example, that have owned a different device and the idea of switching to an \"Android\" alternative is like asking a vegan to chow down on a Tomahawk steak, it's not even up for discussion.On this side of the debate, we'd say Tesla captures something of a middle ground but is still exceptional among automakers. Even with new EV models popping up, the sense is that Tesla remains the \"Classic Coke\" compared to the other store brands.Tesla has in fact built up that network that Krugman believes is lacking. The extensive brand-only charging station network and integration with energy storage, and solar features are still unique that work as an incentive for people to buy a Tesla and stick with it.Placing some real numbers to that statement, data from last year shows that Tesla held the highest brand loyalty at 63% of luxury car buyers. The data is also reflected in other metrics suggesting 70% of Tesla owners dispose of their vehicles and buy or plan to buy another Tesla. What this means is that the brand retains an air of exclusivity where plenty of people still want to buy their first one, even at that aspirational level in countries outside the United States.source: SPGIMore Profits On the WayThe bigger point here is that from the long-term growth outlook and revenue trajectory through 2023 discussed above, Tesla doesn't need to dominate the sector. There is room for other automakers to grow their EV share, while it all comes at the expense of internal-combustion engines.From the 1.3 million cars produced last year, Tesla is still tiny and the bullish case it will eventually converge with numbers closer to Toyota and Volkswagen as one the big players. I don't want to live in a world where every other car on the road is a Tesla. That's not going to happen.In terms of earnings outlook, the setup here is for 2023 to be sort of a transition year, with the forecast of EPS at $3.97 representing a decline of -2.4% y/y. This is based on the significant near-term spending to launch CyberTruck and ramp up TeslaSemi. Fast forward, those efforts are expected to pay off by 2024 with an EPS forecast of $5.71, accelerating higher by 44% next year.Seeking AlphaOn the side of operating margins, the expectation is that the company continues to benefit from scale and efficiency efforts adding to profitability and free cash flow over the long run. Earnings are forecast to double from the 2022 result by 2027 to an EPS estimate of $8.20, and potentially crack the $10.00 EPS level by 2030.While it's fair to take those figures through the end of the decade with a grain of salt, we believe the company has room to exceed the estimates, particularly through 2024, which will be another breakthrough year for the company, taking another step forward in accelerating total unit production. This view considers a positive macro environment, defined by a \"recovery\" to global conditions as interest rates stabilize. Easing inflationary cost pressures should also be positive for unit margins.Putting it all together with the recent top-line momentum helps explain the stock's premium valuation trading at 6x 2023 sales and a forward P/E around 50x. There was a case to make that the valuation was stretched at the high in 2021 when the price reached $415, but Tesla today is attractive.Data by YChartsFinal ThoughtsWe rate TSLA as a buy with a price target of $270 representing a 50x multiple on the consensus 2024 EPS. At the current stock price, we'd get into a spot by next year where the stock simply appears cheap with a path for double-digit revenue and earnings momentum. The strong point here is to recognize the growth opportunity for a company that is still \"small\" relative to global automakers but has everything to eventually rival the largest players as it ramps ups scale and enters new categories.From the stock price chart, some consolidation around $200 over the near term can represent a healthy consolidation ahead of the next leg higher. On the downside, $180 is the key level of support we believe the market will hold.In terms of risks, it will be important for Tesla to keep delivering on its production and delivery targets. Any setback in the timetable for the launch of new models would add to volatility in the stock. The operating margin will be a key monitoring point over the next few quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952487122,"gmtCreate":1674884588567,"gmtModify":1676538964824,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952487122","repostId":"2306950402","repostType":4,"repost":{"id":"2306950402","kind":"highlight","pubTimestamp":1674862526,"share":"https://ttm.financial/m/news/2306950402?lang=&edition=fundamental","pubTime":"2023-01-28 07:35","market":"us","language":"en","title":"Up 310% So Far This Week, Is It Too Late to Buy BuzzFeed Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2306950402","media":"Motley Fool","summary":"The market's expectations were way too low.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <b>BuzzFeed</b> are having a sensational week. As of Friday, shares of the digital media company were up 310% for the week, and had been up as much as 352% for the week earlier in the trading session on Friday, according to data provided by S&amp;P Global Market Intelligence.</p><p>While these returns are for the week, BuzzFeed stock has really gained all of this in just the last two days. And that&#39;s because a partnership with <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> was announced yesterday.</p><h2>So what</h2><p>The market had extremely low expectations for BuzzFeed. The company went public in 2021 via a special purpose acquisition company (SPAC). And like most SPAC stocks, management put forth ambitious projections that it didn&#39;t hit. For example, in BuzzFeed&#39;s SPAC presentation, management said it would do $654 million in revenue in 2022 with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $117 million -- an impressive 18% profit margin.</p><p>The first three quarters of 2022 have already been reported. And BuzzFeed now believes it will generate revenue of $436 million this year, at best. And the company will break even for the year on an adjusted EBITDA basis if fourth-quarter results are strong.</p><p>In other words, BuzzFeed&#39;s financial results haven&#39;t lived up to initial expectations. And this appears to have caused the market to disregard it all together. For evidence, consider that before yesterday, BuzzFeed stock traded at less than half of its book value.</p><p>With expectations so low, all it took was yesterday&#39;s positive news to send the stock soaring. BuzzFeed will reportedly work with Meta to develop branded content on its Facebook and Instagram platforms, which could be worth millions of dollars, although official terms of the deal haven&#39;t been disclosed yet.</p><h2>Now what</h2><p>I don&#39;t believe it&#39;s right to think that its deal with Meta changes everything for BuzzFeed. Rather, I think the correct takeaway is that BuzzFeed is far from dead and its stock has now jumped closer to where it should have been all along.</p><p>However, the question that investors need to answer is whether BuzzFeed stock can beat the market from here. One encouraging sign for the company came from its third-quarter financial report. BuzzFeed has excelled for years at long-form video content, but these days short-form video (one minute or less) is increasingly popular. However, views for the company&#39;s short-form (vertical) video content grew 60% in Q3 compared to the second quarter.</p><p>BuzzFeed still has a lot to prove -- it&#39;s missed past projections and recently laid off 12% of its workforce. However, its growth in short-form video is a reminder that the company is very good at staying in front of trends, which makes it a stock worth watching from here.</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>Up 310% So Far This Week, Is It Too Late to Buy BuzzFeed Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUp 310% So Far This Week, Is It Too Late to Buy BuzzFeed Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-28 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/27/up-300-this-week-too-late-to-buy-buzzfeed-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of BuzzFeed are having a sensational week. As of Friday, shares of the digital media company were up 310% for the week, and had been up as much as 352% for the week earlier in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/27/up-300-this-week-too-late-to-buy-buzzfeed-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZFD":"Buzzfeed"},"source_url":"https://www.fool.com/investing/2023/01/27/up-300-this-week-too-late-to-buy-buzzfeed-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306950402","content_text":"What happenedShares of BuzzFeed are having a sensational week. As of Friday, shares of the digital media company were up 310% for the week, and had been up as much as 352% for the week earlier in the trading session on Friday, according to data provided by S&P Global Market Intelligence.While these returns are for the week, BuzzFeed stock has really gained all of this in just the last two days. And that's because a partnership with Meta Platforms was announced yesterday.So whatThe market had extremely low expectations for BuzzFeed. The company went public in 2021 via a special purpose acquisition company (SPAC). And like most SPAC stocks, management put forth ambitious projections that it didn't hit. For example, in BuzzFeed's SPAC presentation, management said it would do $654 million in revenue in 2022 with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $117 million -- an impressive 18% profit margin.The first three quarters of 2022 have already been reported. And BuzzFeed now believes it will generate revenue of $436 million this year, at best. And the company will break even for the year on an adjusted EBITDA basis if fourth-quarter results are strong.In other words, BuzzFeed's financial results haven't lived up to initial expectations. And this appears to have caused the market to disregard it all together. For evidence, consider that before yesterday, BuzzFeed stock traded at less than half of its book value.With expectations so low, all it took was yesterday's positive news to send the stock soaring. BuzzFeed will reportedly work with Meta to develop branded content on its Facebook and Instagram platforms, which could be worth millions of dollars, although official terms of the deal haven't been disclosed yet.Now whatI don't believe it's right to think that its deal with Meta changes everything for BuzzFeed. Rather, I think the correct takeaway is that BuzzFeed is far from dead and its stock has now jumped closer to where it should have been all along.However, the question that investors need to answer is whether BuzzFeed stock can beat the market from here. One encouraging sign for the company came from its third-quarter financial report. BuzzFeed has excelled for years at long-form video content, but these days short-form video (one minute or less) is increasingly popular. However, views for the company's short-form (vertical) video content grew 60% in Q3 compared to the second quarter.BuzzFeed still has a lot to prove -- it's missed past projections and recently laid off 12% of its workforce. However, its growth in short-form video is a reminder that the company is very good at staying in front of trends, which makes it a stock worth watching from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951013572,"gmtCreate":1673355564696,"gmtModify":1676538823023,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951013572","repostId":"1186759142","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953600443,"gmtCreate":1673227623782,"gmtModify":1676538801753,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953600443","repostId":"1157453509","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953600186,"gmtCreate":1673227607945,"gmtModify":1676538801734,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953600186","repostId":"2302718201","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614842,"gmtCreate":1672969917787,"gmtModify":1676538764647,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614842","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614962,"gmtCreate":1672969887857,"gmtModify":1676538764638,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Regardless still going strong&nbsp;","listText":"Regardless still going strong&nbsp;","text":"Regardless still going strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614962","repostId":"1160677530","repostType":4,"repost":{"id":"1160677530","kind":"news","pubTimestamp":1672963437,"share":"https://ttm.financial/m/news/1160677530?lang=&edition=fundamental","pubTime":"2023-01-06 08:03","market":"us","language":"en","title":"Tesla Falls Again but Still Has a Higher Market Cap Than Toyota, GM, and Ford Combined","url":"https://stock-news.laohu8.com/highlight/detail?id=1160677530","media":"Seeking Alpha","summary":"Shares of Tesla (NASDAQ:TSLA) fell 2.9% on Thursday and are 40% lower over the last six weeks as the","content":"<html><head></head><body><p>Shares of Tesla (NASDAQ:TSLA) fell 2.9% on Thursday and are 40% lower over the last six weeks as the recent negative vibe on the EV stock continued. On a market cap basis, Tesla (TSLA) is still bigger than Toyota (TM) , General Motors (GM) and Ford (F) combined following the moonshot run in 2020-2021 that padded valuation.</p><p>Despite the recent caution in the air, a new bull showed up on Tesla (TSLA) with Edward Jones upgrading the EV giant to a Buy rating from Hold. The electric vehicle stock was also added to the firm&#39;s Focus List.</p><p>&#34;Global regulations on emissions and mileage are driving the growth of EVs. While competition is rising, we expect Tesla to continue to have a significant presence in global markets,&#34; updated analyst Jeff Windau. Taking a longer view, new products and technologies are seen improving profitability for Tesla even further.</p><p>&#34;Programs that have software or ongoing subscriptions, such as full self-driving, are especially important for Tesla, as they are expected to be more profitable. Additionally, Tesla is working to improve manufacturing efficiency and reduce costs. Specifically, ongoing design improvements with batteries should reduce costs and help to improve profitability.&#34;</p><p>On the Twitter distraction, Windau joined other analysts in saying that Musk stepping away from Twitter would benefit Tesla (TSLA) immediately.</p></body></html>","source":"seekingalpha_fund","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 Falls Again but Still Has a Higher Market Cap Than Toyota, GM, and Ford Combined</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 Falls Again but Still Has a Higher Market Cap Than Toyota, GM, and Ford Combined\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3922497-tesla-falls-again-but-still-has-a-higher-market-cap-than-toyota-gm-and-ford-combined><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Tesla (NASDAQ:TSLA) fell 2.9% on Thursday and are 40% lower over the last six weeks as the recent negative vibe on the EV stock continued. On a market cap basis, Tesla (TSLA) is still bigger...</p>\n\n<a href=\"https://seekingalpha.com/news/3922497-tesla-falls-again-but-still-has-a-higher-market-cap-than-toyota-gm-and-ford-combined\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3922497-tesla-falls-again-but-still-has-a-higher-market-cap-than-toyota-gm-and-ford-combined","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160677530","content_text":"Shares of Tesla (NASDAQ:TSLA) fell 2.9% on Thursday and are 40% lower over the last six weeks as the recent negative vibe on the EV stock continued. On a market cap basis, Tesla (TSLA) is still bigger than Toyota (TM) , General Motors (GM) and Ford (F) combined following the moonshot run in 2020-2021 that padded valuation.Despite the recent caution in the air, a new bull showed up on Tesla (TSLA) with Edward Jones upgrading the EV giant to a Buy rating from Hold. The electric vehicle stock was also added to the firm's Focus List.\"Global regulations on emissions and mileage are driving the growth of EVs. While competition is rising, we expect Tesla to continue to have a significant presence in global markets,\" updated analyst Jeff Windau. Taking a longer view, new products and technologies are seen improving profitability for Tesla even further.\"Programs that have software or ongoing subscriptions, such as full self-driving, are especially important for Tesla, as they are expected to be more profitable. Additionally, Tesla is working to improve manufacturing efficiency and reduce costs. Specifically, ongoing design improvements with batteries should reduce costs and help to improve profitability.\"On the Twitter distraction, Windau joined other analysts in saying that Musk stepping away from Twitter would benefit Tesla (TSLA) immediately.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614088,"gmtCreate":1672969852944,"gmtModify":1676538764638,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Wow this is great news for us&nbsp;","listText":"Wow this is great news for us&nbsp;","text":"Wow this is great news for us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614088","repostId":"2301265583","repostType":4,"repost":{"id":"2301265583","kind":"highlight","pubTimestamp":1672964464,"share":"https://ttm.financial/m/news/2301265583?lang=&edition=fundamental","pubTime":"2023-01-06 08:21","market":"us","language":"en","title":"Why Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301265583","media":"InvestorPlace","summary":"AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-ope","content":"<html><head></head><body><ul><li><b>AMTD Digital</b> (<b><u>HKD</u></b>) stock is rising again and it isn’t clear why.</li><li>There are growing hopes for a re-opening of the Chinese economy.</li><li>This could be a short squeeze, or something more.</li></ul><p><img src=\"https://static.tigerbbs.com/c7ec6172f27388f39258f1f2e631e093\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Poetra.RH / Shutterstock.com</p><p>Shares in<b> AMTD Digital</b> (NYSE:<b><u>HKD</u></b>) stock, the Hong Kong brokerage that was subject to a speculative fervor last summer, are off to the races again.</p><p>Shares rose 199.5% on Thursday, reportedly on hopes for a reopening of business in China and Hong Kong. China plans to re-open the border between the mainland and Hong Kong, where AMTD is located.</p><p><img src=\"https://static.tigerbbs.com/55df067218562ea1c741fa1b63695bc6\" tg-width=\"842\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p><p>None of that explains the rise in HKD stock.</p><h2>HKD Stock: a Hong Kong Based Controversy</h2><p>Watching the pre-market action, speculators at Stocktwits talked up a short squeeze. But we’ve been here before.</p><p>HKD stock closed above $930/share last August. Our David Moadel warned investors away back then. While it got another bump in September it opened 2023 at about $10.</p><p>AMTD claimed to have a “metaverse” unit called Spidernet and had initial support from the CK Hutchison conglomerate. But that was later disavowed.</p><p>Chairman Calvin Choi is controversial. Supporters call him a master of audits. Detractors call him a fraud. The scrutiny was heightened after the August run-up.</p><p>Choi also founded the <b>AMTD IDEA Group</b> (NASDAQ:<b><u>AMTD</u></b>), which bought the French fashion magazine L’Officiel last year and has been linking Chinese designers to it. There has been no speculative fervor in AMTD stock, which rose overnight in sympathy with other Chinese stocks.</p><p>While HKD has 185 million shares listed, only 23.2 million are available for trade. Of those 291,000 were listed as short in mid-December.</p><h2>What Happens Next?</h2><p>If you’re going to swim with sharks, know how to get out of the pool. Investors who buy into HKD stock, in other words, need to watch every trade and be prepared to bail at a moment’s notice.</p><p>If you’re going to bet on a Chinese re-opening, you’re better off with a company like <b>Alibaba Group Holding</b> (NASDAQ:<b><u>BABA</u></b>).</p><p></p></body></html>","source":"investorplace","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 Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?</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 Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-opening of the Chinese economy.This could be a short squeeze, or something more.Source: Poetra.RH / ...</p>\n\n<a href=\"https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","AMTD":"Amtd Idea","HKD":"尚乘数科"},"source_url":"https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301265583","content_text":"AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-opening of the Chinese economy.This could be a short squeeze, or something more.Source: Poetra.RH / Shutterstock.comShares in AMTD Digital (NYSE:HKD) stock, the Hong Kong brokerage that was subject to a speculative fervor last summer, are off to the races again.Shares rose 199.5% on Thursday, reportedly on hopes for a reopening of business in China and Hong Kong. China plans to re-open the border between the mainland and Hong Kong, where AMTD is located.None of that explains the rise in HKD stock.HKD Stock: a Hong Kong Based ControversyWatching the pre-market action, speculators at Stocktwits talked up a short squeeze. But we’ve been here before.HKD stock closed above $930/share last August. Our David Moadel warned investors away back then. While it got another bump in September it opened 2023 at about $10.AMTD claimed to have a “metaverse” unit called Spidernet and had initial support from the CK Hutchison conglomerate. But that was later disavowed.Chairman Calvin Choi is controversial. Supporters call him a master of audits. Detractors call him a fraud. The scrutiny was heightened after the August run-up.Choi also founded the AMTD IDEA Group (NASDAQ:AMTD), which bought the French fashion magazine L’Officiel last year and has been linking Chinese designers to it. There has been no speculative fervor in AMTD stock, which rose overnight in sympathy with other Chinese stocks.While HKD has 185 million shares listed, only 23.2 million are available for trade. Of those 291,000 were listed as short in mid-December.What Happens Next?If you’re going to swim with sharks, know how to get out of the pool. Investors who buy into HKD stock, in other words, need to watch every trade and be prepared to bail at a moment’s notice.If you’re going to bet on a Chinese re-opening, you’re better off with a company like Alibaba Group Holding (NASDAQ:BABA).","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959615440,"gmtCreate":1672969811980,"gmtModify":1676538764630,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Really very helpful to gain insights of current market","listText":"Really very helpful to gain insights of current market","text":"Really very helpful to gain insights of current market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959615440","repostId":"1131338464","repostType":4,"repost":{"id":"1131338464","kind":"news","pubTimestamp":1672966296,"share":"https://ttm.financial/m/news/1131338464?lang=&edition=fundamental","pubTime":"2023-01-06 08:51","market":"us","language":"en","title":"What Meta Platforms’ $414 Million E.U. Fine Means for META Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1131338464","media":"InvestorPlace","summary":"Shares of tech giant Meta Platforms are barely moving on Thursday.E.U. regulators hit Meta with a $4","content":"<html><head></head><body><ul><li>Shares of tech giant <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> are barely moving on Thursday.</li><li>E.U. regulators hit Meta with a $414 million fine for user data collection without consent.</li><li>Digital ad dependency and macro headwinds significantly pressure META stock.</li></ul><p>As if struggling Meta Platforms (NASDAQ:META) needed more bad news, the technology giant is suffering another significant blow. This time, European Union regulators are imposing a $414 million fine on the company. At the heart of the issue stands E.U. laws regarding user data collection, which Meta allegedly violated. Yet, although the issue creates significant challenges for the company, META stock is barely budging on Thursday.</p><p>According to Business Insider, the $414 million penalty stems from two fines for platforms that Meta owns: one for Facebook and one for Instagram. Ireland’s Data Protection Commission (DPC) initiated the complaint, arguing that Meta violated Europe’s General Data Protection Regulation (GDPR) laws. Previously, Irish authorities hit the tech juggernaut in September with a $403 million fine. Back then, the concern centered around Meta’s failure to protect children’s privacy.</p><p>Per The New York Times, this latest case hinges on how Meta receives permission from users regarding data collection for advertising. The outlet notes:</p><blockquote>“The company’s terms-of-service agreement […] includes language that effectively means users must either allow their data to be used for personalized ads or stop using Meta’s social media services altogether.”</blockquote><p>Now, Meta has three months to “outline how it will comply with the ruling.”</p><h3>META Stock Banks on a Hopeful Rebuttal</h3><p>On the other end of the aisle, Meta asserts that it did not violate GDPR privacy laws. Based on a report from the BBC, the tech firm’s representatives argue that Facebook and Instagram represent “inherently personalised” platforms, making targeted ads a “necessary and essential part” of how the platforms work.</p><p>Further, the reps say that Meta did not give users an “ultimatum.” However, Irish authorities disagree, arguing that users have no choice but to consent.</p><p>Still, another angle stems from disagreements within the E.U. on how to enforce the GDPR. Per the NYT, Ireland’s DPC arrived at the accusatory conclusion against Meta following some discussion and disagreement among data authorities. Meta responded in a statement:</p><p>“There has been a lack of regulatory clarity on this issue, and the debate among regulators and policymakers around which legal basis is most appropriate in a given situation has been ongoing for some time.”</p><p>Still, the broader concern for META stock and its ilk focuses most on E.U. anti-Big Tech initiatives. Last year, European regulators also passed new laws aimed at preventing anti-competitive practices in the tech sector.</p><h3>Why It Matters</h3><p>Bluntly speaking, META stock faces significant viability questions amid many macro pressures. This latest drama only underscores the steep hurdles ahead. Wedbush analyst Dan Ives believes that the judgment is a “major gut punch” that puts 5% to 7% of the company’s overall advertising revenue at risk.</p><p>Should European users opt out of data collection, Meta could lose relevance. Marketers depend on targeted ads so that conversion rates ping at higher levels. Naturally, this framework would put META stock under the gun.</p><p>On top of that, the scale of digital advertising dependency may give investors pause. In the third quarter of 2022, Meta reported revenue of $27.7 billion. According to Investopedia, approximately 98% of that revenue was derived from advertising.</p><p>To pour more salt on the wound, ad spend declined throughout last year. Combined with poor consumer sentiment, Meta Platforms management stands in front of possibly its biggest crisis. How the company responds may play a decisive role in the trajectory of META stock in 2023.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Meta Platforms’ $414 Million E.U. Fine Means for META Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Meta Platforms’ $414 Million E.U. Fine Means for META Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/what-meta-platforms-414-million-e-u-fine-means-for-meta-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of tech giant Meta Platforms are barely moving on Thursday.E.U. regulators hit Meta with a $414 million fine for user data collection without consent.Digital ad dependency and macro headwinds ...</p>\n\n<a href=\"https://investorplace.com/2023/01/what-meta-platforms-414-million-e-u-fine-means-for-meta-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://investorplace.com/2023/01/what-meta-platforms-414-million-e-u-fine-means-for-meta-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131338464","content_text":"Shares of tech giant Meta Platforms are barely moving on Thursday.E.U. regulators hit Meta with a $414 million fine for user data collection without consent.Digital ad dependency and macro headwinds significantly pressure META stock.As if struggling Meta Platforms (NASDAQ:META) needed more bad news, the technology giant is suffering another significant blow. This time, European Union regulators are imposing a $414 million fine on the company. At the heart of the issue stands E.U. laws regarding user data collection, which Meta allegedly violated. Yet, although the issue creates significant challenges for the company, META stock is barely budging on Thursday.According to Business Insider, the $414 million penalty stems from two fines for platforms that Meta owns: one for Facebook and one for Instagram. Ireland’s Data Protection Commission (DPC) initiated the complaint, arguing that Meta violated Europe’s General Data Protection Regulation (GDPR) laws. Previously, Irish authorities hit the tech juggernaut in September with a $403 million fine. Back then, the concern centered around Meta’s failure to protect children’s privacy.Per The New York Times, this latest case hinges on how Meta receives permission from users regarding data collection for advertising. The outlet notes:“The company’s terms-of-service agreement […] includes language that effectively means users must either allow their data to be used for personalized ads or stop using Meta’s social media services altogether.”Now, Meta has three months to “outline how it will comply with the ruling.”META Stock Banks on a Hopeful RebuttalOn the other end of the aisle, Meta asserts that it did not violate GDPR privacy laws. Based on a report from the BBC, the tech firm’s representatives argue that Facebook and Instagram represent “inherently personalised” platforms, making targeted ads a “necessary and essential part” of how the platforms work.Further, the reps say that Meta did not give users an “ultimatum.” However, Irish authorities disagree, arguing that users have no choice but to consent.Still, another angle stems from disagreements within the E.U. on how to enforce the GDPR. Per the NYT, Ireland’s DPC arrived at the accusatory conclusion against Meta following some discussion and disagreement among data authorities. Meta responded in a statement:“There has been a lack of regulatory clarity on this issue, and the debate among regulators and policymakers around which legal basis is most appropriate in a given situation has been ongoing for some time.”Still, the broader concern for META stock and its ilk focuses most on E.U. anti-Big Tech initiatives. Last year, European regulators also passed new laws aimed at preventing anti-competitive practices in the tech sector.Why It MattersBluntly speaking, META stock faces significant viability questions amid many macro pressures. This latest drama only underscores the steep hurdles ahead. Wedbush analyst Dan Ives believes that the judgment is a “major gut punch” that puts 5% to 7% of the company’s overall advertising revenue at risk.Should European users opt out of data collection, Meta could lose relevance. Marketers depend on targeted ads so that conversion rates ping at higher levels. Naturally, this framework would put META stock under the gun.On top of that, the scale of digital advertising dependency may give investors pause. In the third quarter of 2022, Meta reported revenue of $27.7 billion. According to Investopedia, approximately 98% of that revenue was derived from advertising.To pour more salt on the wound, ad spend declined throughout last year. Combined with poor consumer sentiment, Meta Platforms management stands in front of possibly its biggest crisis. How the company responds may play a decisive role in the trajectory of META stock in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133897,"gmtCreate":1672925897919,"gmtModify":1676538758576,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959133897","repostId":"1133031502","repostType":4,"repost":{"id":"1133031502","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":1672924868,"share":"https://ttm.financial/m/news/1133031502?lang=&edition=fundamental","pubTime":"2023-01-05 21:21","market":"us","language":"en","title":"Pre-Bell｜Dow Futures Slid Nearly 100 Points After ADP's Data; This Chinese Meme Stock Surged Over 80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133031502","media":"Tiger Newspress","summary":"U.S. stock futures wavered Thursday as investors looked beyond the hawkishness of the Federal Reserv","content":"<html><head></head><body><p>U.S. stock futures wavered Thursday as investors looked beyond the hawkishness of the Federal Reserve’s meeting minutes and toward labor data coming later this week. ADP said 235,000 private-sector jobs were created in December.</p><p><b>Market Snapshot</b></p><p>At 8:18 a.m. ET, Dow e-minis were down 95 points, or 0.28%, S&amp;P 500 e-minis were down 9.5 points, or 0.25%, and Nasdaq 100 e-minis were down 27.5 points, or 0.25%.</p><p><img src=\"https://static.tigerbbs.com/0c9d603c3127ef3c257e44480699885f\" tg-width=\"261\" tg-height=\"140\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></b> — The drugstore stock fell about 2% in premarket even after the company reported fiscal first quarter earnings that beat analyst estimates. The company also raised its full-year revenue outlook partly due to its U.S. health care segment’s acquisition of Summit Health.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> — Amazon’s stock gained about 2% after announcing that it’s cutting 18,000 jobs, becoming the latest technology company to cut back after expanding rapidly during the pandemic.</p><p><b><a href=\"https://laohu8.com/S/WDC\">Western Digital</a></b> — Shares jumped more than 5% after Western Digital and Japan’s Kioxia Holdings resumed merger talks, according to a Bloomberg News report that cited sources familiar with the matter.</p><p><b><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a></b> — Shares of crypto friendly bank Silvergate Capital tumbled more than 43% after it said digital asset deposits tumbled by $8.1 billion from Sep. 30 through the end of the year to just $3.8 billion amid a “crisis of confidence” in the sector following FTX’s collapse. The bank said it was forced to sell $5.2 billion in debt to cover withdrawals and recorded a in a $718 million loss in the fourth quarter on that sale.</p><p><b><a href=\"https://laohu8.com/S/LAZR\">Luminar Technologies, Inc.</a></b> — Shares rose more than 4% after the maker of vehicle “lidar” announced new technology, and said in a trade show that it met 2022 performance goals.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> — Shares of the crypto services company fell more than 6% in premarket trading after Cowen downgraded the stock citing the difficult macro environment and lingering concerns about the failure of FTX. The downgrade comes a day after Coinbase reached a $100 million settlement with the New York Department of Financial Services over shortcomings in anti-money laundering standards.</p><p><b><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a></b> — Shares declined more than 2% after Jefferies downgraded the stock to hold from buy, saying 2023 “will be a more challenging fundamental year for growth names.” The firm expects less upside for CrowdStrike from here.</p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy&#39;s</a></b> — Shares of the fast-food chain dropped 2% after being downgraded to perform from outperform by Oppenheimer. The firm believes the stock’s risk/reward and valuation are now fairly balanced.</p><p><b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></b> —Shares dipped more than 2% before the bell after Jefferies downgraded Shopify to a hold from a buy rating, citing uncertain macro challenges ahead for the e-commerce stock.</p><p><b><a href=\"https://laohu8.com/S/AXP\">American Express</a></b> — The stock fell 1.48% in the premarket after being downgraded by Stephens on Thursday to underweight from equal weight. The firm’s analysts, concerned about American Express’ cushion heading into a recession, also cut their price target to $134 per share from $146 and slashed their 2023 EPS estimates by 8%.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/AMTD\">AMTD IDEA GROUP SPON ADS EACH RP 2 CL A ORD(POST SPLIT)</a></b> — The former one surged 80.1% after crashing over 99% from the peak at $2555.3, while the latter one soared over 20%.</p><p><b>Market News</b></p><p>Federal Reserve officials last month affirmed their resolve to bring down inflation and, in an unusually blunt warning to investors, cautioned against underestimating their will to keep interest rates high for some time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is set to sign up Chinese contract manufacturer Luxshare Precision Industry Co Ltd to produce premium iPhone models, the Financial Times reported on Wednesday, citing sources familiar with the matter.</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> underperformed big technology peers on U.S. exchanges on Wednesday as its shares fell 4.37% following a downgrade by brokerage UBS on worries over slowing growth for its cloud services and Office suite.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>’s layoffs will affect more than 17,000 employees, a higher number than the company initially planned and one that would represent the most reductions revealed so far during a wave of cutbacks at major technology companies, according to people familiar with the matter.</p><p>Ireland’s Data Protection Commission announced Wednesday that it planned to fine <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> a combined €390 million ($410 million) for data-processing issues related to Facebook and Instagram.</p><p><b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> on Wednesday unveiled a processor chip for the car called Snapdragon Ride Flex SoC that handles both assisted driving and cockpit functions, including entertainment.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> has been under investigation by the New York State Department of Financial Services and settled on Jan. 4 for $100 million. Half of that amount is a fine, and the other $50 million will be used by Coinbase to improve its compliance practices.</p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b>&#39;s ET5 electric sedan wait time in China has been further reduced, after a similar change in that information was seen a week ago. Consumers who lock in orders for the ET5 now can expect delivery in 8-10 weeks. On December 29, the wait time for the model was shortened from 10-12 weeks to 9-11 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｜Dow Futures Slid Nearly 100 Points After ADP's Data; This Chinese Meme Stock Surged Over 80%</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｜Dow Futures Slid Nearly 100 Points After ADP's Data; This Chinese Meme Stock Surged Over 80%\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\">2023-01-05 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures wavered Thursday as investors looked beyond the hawkishness of the Federal Reserve’s meeting minutes and toward labor data coming later this week. ADP said 235,000 private-sector jobs were created in December.</p><p><b>Market Snapshot</b></p><p>At 8:18 a.m. ET, Dow e-minis were down 95 points, or 0.28%, S&amp;P 500 e-minis were down 9.5 points, or 0.25%, and Nasdaq 100 e-minis were down 27.5 points, or 0.25%.</p><p><img src=\"https://static.tigerbbs.com/0c9d603c3127ef3c257e44480699885f\" tg-width=\"261\" tg-height=\"140\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></b> — The drugstore stock fell about 2% in premarket even after the company reported fiscal first quarter earnings that beat analyst estimates. The company also raised its full-year revenue outlook partly due to its U.S. health care segment’s acquisition of Summit Health.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> — Amazon’s stock gained about 2% after announcing that it’s cutting 18,000 jobs, becoming the latest technology company to cut back after expanding rapidly during the pandemic.</p><p><b><a href=\"https://laohu8.com/S/WDC\">Western Digital</a></b> — Shares jumped more than 5% after Western Digital and Japan’s Kioxia Holdings resumed merger talks, according to a Bloomberg News report that cited sources familiar with the matter.</p><p><b><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a></b> — Shares of crypto friendly bank Silvergate Capital tumbled more than 43% after it said digital asset deposits tumbled by $8.1 billion from Sep. 30 through the end of the year to just $3.8 billion amid a “crisis of confidence” in the sector following FTX’s collapse. The bank said it was forced to sell $5.2 billion in debt to cover withdrawals and recorded a in a $718 million loss in the fourth quarter on that sale.</p><p><b><a href=\"https://laohu8.com/S/LAZR\">Luminar Technologies, Inc.</a></b> — Shares rose more than 4% after the maker of vehicle “lidar” announced new technology, and said in a trade show that it met 2022 performance goals.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> — Shares of the crypto services company fell more than 6% in premarket trading after Cowen downgraded the stock citing the difficult macro environment and lingering concerns about the failure of FTX. The downgrade comes a day after Coinbase reached a $100 million settlement with the New York Department of Financial Services over shortcomings in anti-money laundering standards.</p><p><b><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a></b> — Shares declined more than 2% after Jefferies downgraded the stock to hold from buy, saying 2023 “will be a more challenging fundamental year for growth names.” The firm expects less upside for CrowdStrike from here.</p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy&#39;s</a></b> — Shares of the fast-food chain dropped 2% after being downgraded to perform from outperform by Oppenheimer. The firm believes the stock’s risk/reward and valuation are now fairly balanced.</p><p><b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></b> —Shares dipped more than 2% before the bell after Jefferies downgraded Shopify to a hold from a buy rating, citing uncertain macro challenges ahead for the e-commerce stock.</p><p><b><a href=\"https://laohu8.com/S/AXP\">American Express</a></b> — The stock fell 1.48% in the premarket after being downgraded by Stephens on Thursday to underweight from equal weight. The firm’s analysts, concerned about American Express’ cushion heading into a recession, also cut their price target to $134 per share from $146 and slashed their 2023 EPS estimates by 8%.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/AMTD\">AMTD IDEA GROUP SPON ADS EACH RP 2 CL A ORD(POST SPLIT)</a></b> — The former one surged 80.1% after crashing over 99% from the peak at $2555.3, while the latter one soared over 20%.</p><p><b>Market News</b></p><p>Federal Reserve officials last month affirmed their resolve to bring down inflation and, in an unusually blunt warning to investors, cautioned against underestimating their will to keep interest rates high for some time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is set to sign up Chinese contract manufacturer Luxshare Precision Industry Co Ltd to produce premium iPhone models, the Financial Times reported on Wednesday, citing sources familiar with the matter.</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> underperformed big technology peers on U.S. exchanges on Wednesday as its shares fell 4.37% following a downgrade by brokerage UBS on worries over slowing growth for its cloud services and Office suite.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>’s layoffs will affect more than 17,000 employees, a higher number than the company initially planned and one that would represent the most reductions revealed so far during a wave of cutbacks at major technology companies, according to people familiar with the matter.</p><p>Ireland’s Data Protection Commission announced Wednesday that it planned to fine <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> a combined €390 million ($410 million) for data-processing issues related to Facebook and Instagram.</p><p><b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> on Wednesday unveiled a processor chip for the car called Snapdragon Ride Flex SoC that handles both assisted driving and cockpit functions, including entertainment.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> has been under investigation by the New York State Department of Financial Services and settled on Jan. 4 for $100 million. Half of that amount is a fine, and the other $50 million will be used by Coinbase to improve its compliance practices.</p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b>&#39;s ET5 electric sedan wait time in China has been further reduced, after a similar change in that information was seen a week ago. Consumers who lock in orders for the ET5 now can expect delivery in 8-10 weeks. On December 29, the wait time for the model was shortened from 10-12 weeks to 9-11 weeks.</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":"1133031502","content_text":"U.S. stock futures wavered Thursday as investors looked beyond the hawkishness of the Federal Reserve’s meeting minutes and toward labor data coming later this week. ADP said 235,000 private-sector jobs were created in December.Market SnapshotAt 8:18 a.m. ET, Dow e-minis were down 95 points, or 0.28%, S&P 500 e-minis were down 9.5 points, or 0.25%, and Nasdaq 100 e-minis were down 27.5 points, or 0.25%.Pre-Market MoversWalgreens Boots Alliance — The drugstore stock fell about 2% in premarket even after the company reported fiscal first quarter earnings that beat analyst estimates. The company also raised its full-year revenue outlook partly due to its U.S. health care segment’s acquisition of Summit Health.Amazon.com — Amazon’s stock gained about 2% after announcing that it’s cutting 18,000 jobs, becoming the latest technology company to cut back after expanding rapidly during the pandemic.Western Digital — Shares jumped more than 5% after Western Digital and Japan’s Kioxia Holdings resumed merger talks, according to a Bloomberg News report that cited sources familiar with the matter.Silvergate Capital — Shares of crypto friendly bank Silvergate Capital tumbled more than 43% after it said digital asset deposits tumbled by $8.1 billion from Sep. 30 through the end of the year to just $3.8 billion amid a “crisis of confidence” in the sector following FTX’s collapse. The bank said it was forced to sell $5.2 billion in debt to cover withdrawals and recorded a in a $718 million loss in the fourth quarter on that sale.Luminar Technologies, Inc. — Shares rose more than 4% after the maker of vehicle “lidar” announced new technology, and said in a trade show that it met 2022 performance goals.Coinbase Global, Inc. — Shares of the crypto services company fell more than 6% in premarket trading after Cowen downgraded the stock citing the difficult macro environment and lingering concerns about the failure of FTX. The downgrade comes a day after Coinbase reached a $100 million settlement with the New York Department of Financial Services over shortcomings in anti-money laundering standards.CrowdStrike Holdings, Inc. — Shares declined more than 2% after Jefferies downgraded the stock to hold from buy, saying 2023 “will be a more challenging fundamental year for growth names.” The firm expects less upside for CrowdStrike from here.Wendy's — Shares of the fast-food chain dropped 2% after being downgraded to perform from outperform by Oppenheimer. The firm believes the stock’s risk/reward and valuation are now fairly balanced.Shopify —Shares dipped more than 2% before the bell after Jefferies downgraded Shopify to a hold from a buy rating, citing uncertain macro challenges ahead for the e-commerce stock.American Express — The stock fell 1.48% in the premarket after being downgraded by Stephens on Thursday to underweight from equal weight. The firm’s analysts, concerned about American Express’ cushion heading into a recession, also cut their price target to $134 per share from $146 and slashed their 2023 EPS estimates by 8%.AMTD Digital Inc., AMTD IDEA GROUP SPON ADS EACH RP 2 CL A ORD(POST SPLIT) — The former one surged 80.1% after crashing over 99% from the peak at $2555.3, while the latter one soared over 20%.Market NewsFederal Reserve officials last month affirmed their resolve to bring down inflation and, in an unusually blunt warning to investors, cautioned against underestimating their will to keep interest rates high for some time.Apple is set to sign up Chinese contract manufacturer Luxshare Precision Industry Co Ltd to produce premium iPhone models, the Financial Times reported on Wednesday, citing sources familiar with the matter.Microsoft underperformed big technology peers on U.S. exchanges on Wednesday as its shares fell 4.37% following a downgrade by brokerage UBS on worries over slowing growth for its cloud services and Office suite.Amazon.com’s layoffs will affect more than 17,000 employees, a higher number than the company initially planned and one that would represent the most reductions revealed so far during a wave of cutbacks at major technology companies, according to people familiar with the matter.Ireland’s Data Protection Commission announced Wednesday that it planned to fine Meta Platforms, Inc. a combined €390 million ($410 million) for data-processing issues related to Facebook and Instagram.Qualcomm on Wednesday unveiled a processor chip for the car called Snapdragon Ride Flex SoC that handles both assisted driving and cockpit functions, including entertainment.Coinbase Global, Inc. has been under investigation by the New York State Department of Financial Services and settled on Jan. 4 for $100 million. Half of that amount is a fine, and the other $50 million will be used by Coinbase to improve its compliance practices.NIO Inc.'s ET5 electric sedan wait time in China has been further reduced, after a similar change in that information was seen a week ago. Consumers who lock in orders for the ET5 now can expect delivery in 8-10 weeks. On December 29, the wait time for the model was shortened from 10-12 weeks to 9-11 weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133927,"gmtCreate":1672925883369,"gmtModify":1676538758568,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959133927","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","kind":"news","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=fundamental","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","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 Top Stocks of 2022 That Will Shine Again in 2023</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 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORLY":"奥莱利","MRK":"默沙东","OXY":"西方石油"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927575927,"gmtCreate":1672545251769,"gmtModify":1676538703755,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9927575927","repostId":"1192361274","repostType":4,"repost":{"id":"1192361274","kind":"news","pubTimestamp":1672537784,"share":"https://ttm.financial/m/news/1192361274?lang=&edition=fundamental","pubTime":"2023-01-01 09:49","market":"us","language":"en","title":"Elon Musk Becomes First Person Ever to Lose $200 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1192361274","media":"Bloomberg","summary":"Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breachin","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/09d49d6f7c039ed735e53fb31c85f212\" tg-width=\"1000\" tg-height=\"695\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.</p><p>The Tesla Inc. chief executive officer has now achieved a first of his own: becoming the only person in history to erase $200 billion from their net worth.</p><p>Musk, 51, has seen his wealth plummet to $137 billion after Tesla shares tumbled in recent weeks, including an 11% drop on Tuesday, according to theBloomberg Billionaires Index. His fortune peaked at $340 billion on Nov. 4, 2021, and he remained the world’s richest person until he wasovertakenthis month by Bernard Arnault, the French tycoon behind luxury-goods powerhouse LVMH.</p><p>The round-number milestone reflects just how high Musk soared during the run-up in asset prices during the easy-money pandemic era. Tesla exceeded a$1 trillion market capitalizationfor the first time in October 2021, joining the likes of ubiquitous technology companies Apple Inc., Microsoft Corp., Amazon.com Inc. and Google parent Alphabet Inc., even though its electric vehicles represented only a sliver of the overall auto market.</p><p><img src=\"https://static.tigerbbs.com/66feb146a45dd9795f6c2a82ec5ac78f\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon MuskPhotographer: Samuel Corum/Bloomberg</p><p>Now Tesla’s dominance in electric cars, the foundation of its lofty valuation, is in jeopardy as competitors catch up. It’s offering US consumers a rare $7,500 discountto take delivery of its two highest-volume models before year-end, while also reportedlyreducing productionat its Shanghai plant.</p><p>Meanwhile, with pressure on Tesla intensifying, Musk has been preoccupied with Twitter, which he acquired for $44 billion in late October. He’s applied a move-fast-and-break-things approach such as firing staff then asking them tocome back and applying content policies haphazardly to justifybanning the accountsof some prominent journalists who cover him.</p><p>The decline in Tesla shares has been so steep — the shares fell 65% in 2022 — and Musk hassold so muchthis year to help cover his Twitter purchase, that they’re no longer his biggest asset, according to Bloomberg’s wealth index. Musk’s stake in his closely held Space Exploration Technologies Corp., at $44.8 billion, exceeds his approximately $44 billion position in Tesla stock (he still has options worth an estimated $27.8 billion). Musk now owns 42.2% of SpaceX, according to a recent filing.</p><p>Musk, for his part, has dismissed concerns about Tesla and has repeatedly taken to Twitter to criticize the Federal Reserve for raising interest rates at the fastest pace in a generation.</p><p>“Tesla is executing better than ever!” Musktweeted on Dec. 16. “We don’t control the Federal Reserve. That is the real problem here.”</p><p>The billionaire, who has previously borrowed extensively against his stake in Tesla, has though also recently warned against the dangers of borrowed money in panicky markets.</p><p>“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the <i>All-In</i> podcast released this month. “You can get some pretty extreme things happening in a down market.”</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>Elon Musk Becomes First Person Ever to Lose $200 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\">\nElon Musk Becomes First Person Ever to Lose $200 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-01 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.The Tesla Inc. chief executive officer has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-30/elon-musk-becomes-first-person-ever-to-lose-200-billion?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192361274","content_text":"Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months afterJeff Bezos.The Tesla Inc. chief executive officer has now achieved a first of his own: becoming the only person in history to erase $200 billion from their net worth.Musk, 51, has seen his wealth plummet to $137 billion after Tesla shares tumbled in recent weeks, including an 11% drop on Tuesday, according to theBloomberg Billionaires Index. His fortune peaked at $340 billion on Nov. 4, 2021, and he remained the world’s richest person until he wasovertakenthis month by Bernard Arnault, the French tycoon behind luxury-goods powerhouse LVMH.The round-number milestone reflects just how high Musk soared during the run-up in asset prices during the easy-money pandemic era. Tesla exceeded a$1 trillion market capitalizationfor the first time in October 2021, joining the likes of ubiquitous technology companies Apple Inc., Microsoft Corp., Amazon.com Inc. and Google parent Alphabet Inc., even though its electric vehicles represented only a sliver of the overall auto market.Elon MuskPhotographer: Samuel Corum/BloombergNow Tesla’s dominance in electric cars, the foundation of its lofty valuation, is in jeopardy as competitors catch up. It’s offering US consumers a rare $7,500 discountto take delivery of its two highest-volume models before year-end, while also reportedlyreducing productionat its Shanghai plant.Meanwhile, with pressure on Tesla intensifying, Musk has been preoccupied with Twitter, which he acquired for $44 billion in late October. He’s applied a move-fast-and-break-things approach such as firing staff then asking them tocome back and applying content policies haphazardly to justifybanning the accountsof some prominent journalists who cover him.The decline in Tesla shares has been so steep — the shares fell 65% in 2022 — and Musk hassold so muchthis year to help cover his Twitter purchase, that they’re no longer his biggest asset, according to Bloomberg’s wealth index. Musk’s stake in his closely held Space Exploration Technologies Corp., at $44.8 billion, exceeds his approximately $44 billion position in Tesla stock (he still has options worth an estimated $27.8 billion). Musk now owns 42.2% of SpaceX, according to a recent filing.Musk, for his part, has dismissed concerns about Tesla and has repeatedly taken to Twitter to criticize the Federal Reserve for raising interest rates at the fastest pace in a generation.“Tesla is executing better than ever!” Musktweeted on Dec. 16. “We don’t control the Federal Reserve. That is the real problem here.”The billionaire, who has previously borrowed extensively against his stake in Tesla, has though also recently warned against the dangers of borrowed money in panicky markets.“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the All-In podcast released this month. “You can get some pretty extreme things happening in a down market.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9935182103,"gmtCreate":1663046019903,"gmtModify":1676537191012,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9935182103","repostId":"2266325053","repostType":4,"repost":{"id":"2266325053","kind":"highlight","pubTimestamp":1663035105,"share":"https://ttm.financial/m/news/2266325053?lang=&edition=fundamental","pubTime":"2022-09-13 10:11","market":"us","language":"en","title":"4 Growth Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2266325053","media":"Motley Fool","summary":"Buying when these stocks are low could be the investment move of a lifetime.","content":"<html><head></head><body><p>Who doesn&#39;t love a great growth stock? Consider what a $10,000 investment made in <b>Tesla</b> 10 years ago would be worth today: a cool $1.62 million.</p><p>It&#39;s this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.</p><p>So let&#39;s look at a few stocks with serious potential: Perhaps not the potential to match Tesla&#39;s insane 16,000% return over 10 years but still stocks worth owning nonetheless.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>When it comes to growth stocks worth owning and holding forever, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.</p><p>The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the <b>S&amp;P 500</b> average of 20.5.</p><p>Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world&#39;s premier companies -- before its valuation bounces higher.</p><h2>2. <a href=\"https://laohu8.com/S/SPOT\">Spotify</a></h2><p>After years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like <b>Spotify</b>.</p><p><img src=\"https://static.tigerbbs.com/cfba0c37d379e16f6fcabe26efcf82f4\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn&#39;t satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.</p><p>Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.</p><h2>3. <a href=\"https://laohu8.com/S/RBLX\">Roblox</a></h2><p>My third recommendation is <a href=\"https://laohu8.com/S/RBLX\">Roblox</a>. As I&#39;ve noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.</p><p>Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to &#34;own&#34; the metaverse. Yes, I&#39;m looking at you,<b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>.</p><p>While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.</p><p>In time, those users (and their billions of hours spent on the platform) <i>will be monetized</i>. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.</p><h2>4. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>The fourth stock to buy and hold forever is <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. If there&#39;s one thing everyone can agree on, it&#39;s this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.</p><p>But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, &#34;The office, as we know it, is over.&#34; Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.</p><p>Airbnb is capitalizing on the new work-from-home reality. And it&#39;s bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.</p><p>The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.</p><p>So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.</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>4 Growth Stocks to Buy and Hold Forever</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\">\n4 Growth Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","MSFT":"微软","ABNB":"爱彼迎","SPOT":"Spotify Technology S.A."},"source_url":"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266325053","content_text":"Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.So let's look at a few stocks with serious potential: Perhaps not the potential to match Tesla's insane 16,000% return over 10 years but still stocks worth owning nonetheless.1. MicrosoftWhen it comes to growth stocks worth owning and holding forever, Microsoft  is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the S&P 500 average of 20.5.Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world's premier companies -- before its valuation bounces higher.2. SpotifyAfter years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like Spotify.While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn't satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.3. RobloxMy third recommendation is Roblox. As I've noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to \"own\" the metaverse. Yes, I'm looking at you,Meta Platforms.While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.In time, those users (and their billions of hours spent on the platform) will be monetized. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.4. AirbnbThe fourth stock to buy and hold forever is Airbnb. If there's one thing everyone can agree on, it's this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, \"The office, as we know it, is over.\" Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.Airbnb is capitalizing on the new work-from-home reality. And it's bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954867997,"gmtCreate":1676254270019,"gmtModify":1676254271877,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954867997","repostId":"2310966764","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965942137,"gmtCreate":1669883714329,"gmtModify":1676538262868,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965942137","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","kind":"news","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</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>Sea Limited: Bears Didn't See This Coming</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\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914280075,"gmtCreate":1665285935697,"gmtModify":1676537582675,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"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/9914280075","repostId":"1197842233","repostType":4,"repost":{"id":"1197842233","kind":"news","pubTimestamp":1665278678,"share":"https://ttm.financial/m/news/1197842233?lang=&edition=fundamental","pubTime":"2022-10-09 09:24","market":"us","language":"en","title":"Elon Musk: \"Aren’t You Entertained?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1197842233","media":"Financial Times","summary":"Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b46ff3c33be5ce8a2e8c863b83fb923\" tg-width=\"1160\" tg-height=\"870\" referrerpolicy=\"no-referrer\"/></p><p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.</p><p>We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.</p><p>In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.</p><p>Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.</p><p>For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.</p><p>Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.</p><p>In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.</p><p>Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.</p><p>A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.</p><p>Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”</p><p>It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.</p><p>I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”</p><p>Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.</p><p>At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.</p><blockquote>It’s important that people die. How long would you have liked Stalin to live?</blockquote><p>Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.</p><p>Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.</p><p>He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.</p><p>Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“</p><p>Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”</p><p>The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.</p><p>We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.</p><p>He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“</p><p>Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”</p><blockquote>I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them</blockquote><p>Musk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“</p><p>He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.</p><p>Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.</p><p>There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.</p><p>It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.</p><p>On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?</p><p>We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.</p><p>I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.</p><p><b>Menu</b></p><p>Fonda San Miguel</p><p>2330 W N Loop Blvd, Austin, Texas 78756</p><p>House frozen margarita $10</p><p>Modelo Especial beer $6</p><p>House rocks margarita $10</p><p>Spicy sauce $0.50</p><p>Angels on horseback (shrimp with cheese) $18.95</p><p>Cordero lamb chops $24.95</p><p>Mixiote slow-cooked lamb $38.95</p><p>Chile en nogada (chillies in a walnut sauce) $38.95</p><p>Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95</p><p>Total inc tax $198.37</p></body></html>","source":"lsy1580170736413","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>Elon Musk: \"Aren’t You Entertained?\"</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\">\nElon Musk: \"Aren’t You Entertained?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, ...</p>\n\n<a href=\"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197842233","content_text":"Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.It’s important that people die. How long would you have liked Stalin to live?Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of themMusk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.MenuFonda San Miguel2330 W N Loop Blvd, Austin, Texas 78756House frozen margarita $10Modelo Especial beer $6House rocks margarita $10Spicy sauce $0.50Angels on horseback (shrimp with cheese) $18.95Cordero lamb chops $24.95Mixiote slow-cooked lamb $38.95Chile en nogada (chillies in a walnut sauce) $38.95Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95Total inc tax $198.37","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133927,"gmtCreate":1672925883369,"gmtModify":1676538758568,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959133927","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","kind":"news","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=fundamental","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","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 Top Stocks of 2022 That Will Shine Again in 2023</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 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORLY":"奥莱利","MRK":"默沙东","OXY":"西方石油"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925764536,"gmtCreate":1672112163625,"gmtModify":1676538636147,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9925764536","repostId":"1107087281","repostType":4,"repost":{"id":"1107087281","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672110341,"share":"https://ttm.financial/m/news/1107087281?lang=&edition=fundamental","pubTime":"2022-12-27 11:05","market":"us","language":"en","title":"Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1107087281","media":"Benzinga","summary":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader mar","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro 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>Apple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023</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\">\nApple Down 25%, Meta 65%, Amazon 49% As Tech Stocks Hit Rough Patch In 2022: 4 Factors That Could Work In Sector's Favor In 2023\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-27 11:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Tech stocks have led 2022&#39;s market sell-off and have underperformed the broader market.</li><li>Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.</li></ul><p><img src=\"https://static.tigerbbs.com/ac0434da7b30b89f97d71c6d77ee2c0c\" tg-width=\"941\" tg-height=\"514\" width=\"100%\" height=\"auto\"/></p><p>Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.</p><p>The tech-heavy <b>Nasdaq Composite Index</b> has lost almost twice as much as the broader <b>S&amp;P 500 Index</b>, underlining the skewed nature of the market sell-off toward the tech space.</p><p><b>Falling Off The Cliff:</b> The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset &amp; Wealth Management, said in a note.</p><p>These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.</p><p>For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.</p><p>The FAANG stocks, save <b>Apple Inc.</b> are down by much more than the Nasdaq Composite as well as the <b>Nasdaq 100 Index</b>. <b>Meta Platforms Inc.</b> has the worst loss for the year so far in this category, followed by <b>Netflix Inc.</b> and <b>Amazon Inc.</b>.</p><p>Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ff3bc30c2cd00e27908b0a1d5f3939\" tg-width=\"2880\" tg-height=\"1523\" width=\"100%\" height=\"auto\"/><span>Source: Proprietary chart</span></p><p>It was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.</p><p>Meta for one announced massive layoffs numbering 11,000 in November. When <b>Elon Musk</b> took <b>Twitter</b> private, he planned a three-quarter reduction in payrolls.</p><p><b>Future Is Tense:</b> Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.</p><p>The <b>Federal Reserve</b> under <b>Jerome Powell</b> has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.</p><p>Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.</p><p>To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is <b>TikTok</b>, which has been blamed for part of the weaknesses at most other communication tech companies.</p><p>Even amid all these dark clouds, there are a few silver linings.</p><h2>4 Themes Supportive Of Tech Stocks:</h2><p><b>1. Potential Easing Of Dollar Strength:</b> Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.</p><p>Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.</p><p>With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.</p><p><b>2. M&amp;A, Consolidation:</b> Valuations of tech companies are below the past five-year averages, Ives said in a recent note.</p><p>This, the analyst said, could lead to a spate of M&amp;A transactions in the space in 2023. The M&amp;A wave has already begun. Tech-focused privateequity firm <b>Thoma Bravo</b> announced earlier this month a deal to buy <b>Coupa Software Inc.</b></p><p><b>3. Lean, Mean Structures:</b> Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.</p><p>From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.</p><p>The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4579314d1fa6c2ef480282ed83b16d48\" tg-width=\"5760\" tg-height=\"3014\" width=\"100%\" height=\"auto\"/><span>Source: JPMorgan</span></p><p>“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.</p><p><b>4. Supportive Valuations:</b> Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f9cf7097880df3a75e83d71184780cd\" tg-width=\"5760\" tg-height=\"3288\" width=\"100%\" height=\"auto\"/><span>Source: TradingView</span></p><p>The oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.</p><p>Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.</p><p><b>Price Action:</b> The <b>Invesco QQQ </b> ended Friday&#39;s session up 0.22%, at $267.36, according toBenzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","MSFT":"微软","GOOGL":"谷歌A","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107087281","content_text":"ZINGER KEY POINTSTech stocks have led 2022's market sell-off and have underperformed the broader market.Big techs alone have lost $2.5 trillion in market value, according to JPMorgan.Tech stocks just had their annus horribilis. The sell-off in the space was so indiscriminate that most shed billions or millions from their market capitalizations.The tech-heavy Nasdaq Composite Index has lost almost twice as much as the broader S&P 500 Index, underlining the skewed nature of the market sell-off toward the tech space.Falling Off The Cliff: The economy did have a part in the tech meltdown, but it alone cannot be squarely blamed. Tech stocks were on an extended run between 2016 and 2021, pushing valuations of many equities to unsustainable levels, Christopher Baggini,global head of equity strategy of JPMorgan Asset & Wealth Management, said in a note.These valuations, according to the analyst, could not be sustained in a higher interest rate environment. The situation got worse with the “complicated dynamics of slowing economic growth, uneven demand, inventory management and gradually improving supply chains,” he said.For taking stock of the ravages, we don’t have to look past the big techs, which now look like a pale shadow of their old selves.The FAANG stocks, save Apple Inc. are down by much more than the Nasdaq Composite as well as the Nasdaq 100 Index. Meta Platforms Inc. has the worst loss for the year so far in this category, followed by Netflix Inc. and Amazon Inc..Apple also has had its fair share of problems, especially with the concentration of its production base in China hurting output and shipments.Source: Proprietary chartIt was against this backdrop that these companies began shifting their focus on operational discipline in a bid to preserve margins. The result: thousands of employees taken off payrolls, cost cuts, projects shelved and unprofitable divisions shut down.Meta for one announced massive layoffs numbering 11,000 in November. When Elon Musk took Twitter private, he planned a three-quarter reduction in payrolls.Future Is Tense: Despite the extremely attractive valuations, not many analysts agree that a reversal is around the corner. Macroeconomic headwinds could prove to be a pushback for the sector, as circumspect consumers abstain from huge purchases.The Federal Reserve under Jerome Powell has signaled that rate hikes could continue well into 2023, albeit at a slower pace. This has a direct bearing on consumer spending. Inflationary pressure, though abating, still runs high, leaving consumers with less real income to splurge on consumer discretionary items.Tech supply chains still remain constrained amid adverse geopolitical challenges. Chinais being hit by one COVID-19wave after another, leading to production disruptions at big U.S. tech companies such as Apple, which are heavily reliant on the country.To make matters worse, competitive pressure is intensifying, hurting revenues. A case in point is TikTok, which has been blamed for part of the weaknesses at most other communication tech companies.Even amid all these dark clouds, there are a few silver linings.4 Themes Supportive Of Tech Stocks:1. Potential Easing Of Dollar Strength: Most technology companies, especially big techs, conduct businesses globally and derive a substantial portion of their revenue in local currencies. As the dollar continued to rise against other major currencies amid the Fed’s aggressive tightening, it shaved some percentage points off topline growth.Forex volatility is a headwind for big techs, which have 35%-40% revenue exposure to Europe, and a stronger dollar is a 400-basis-point top-line headwind, Wedbushanalyst Daniel Ivessaid, Axios reported.With the Fed expected to slow down the pace of rate hikes or even pause in the new year, analysts see the greenback weakening in 2023. This should remove one of the overhangs around the tech space.2. M&A, Consolidation: Valuations of tech companies are below the past five-year averages, Ives said in a recent note.This, the analyst said, could lead to a spate of M&A transactions in the space in 2023. The M&A wave has already begun. Tech-focused privateequity firm Thoma Bravo announced earlier this month a deal to buy Coupa Software Inc.3. Lean, Mean Structures: Industry veterans and analysts blame much of the current predicament on the excesses of tech companies, which bloated their cost structures.From irrational exuberance, companies are now coming to terms with the stark reality, and this has forced them to announce massive layoffs and rethink priorities. Most have begun focusing on a smaller number of high-priority growth areas, JPMorgan analysts said in a recent commentary.The analysts pointed to Amazon’s flexibility in pushing first-party versus third-party inventory and its Prime offering, Alphabet’s focus on diversifying its revenue streams by developing its non-ad business and Meta leaning toward its AI discovery engine, ad and business platforms as well as its multiyear transition to the metaverse.Source: JPMorgan“Overall, key opportunities for Big Tech in 2023 include rightsizing cost structures through headcount reduction and greater operating discipline, increasing focus on profits and cash flow, leaning responsibly into new growth drivers and gaining market share during this tough macro period,” JPMorgan’s tech analyst Doug Anmuthsaid.4. Supportive Valuations: Big techs alone have lost a combined market cap of $2.5 trillion in 2022, JPMorgan estimates.Source: TradingViewThe oversold levels typically suggest a rebound may be around the corner. This time around, the upcoming year is fraught with risks.Consumer tech companies could face the brunt of negativity as COVID-19 tailwinds abate, energy prices rise in Europe and global economic activity slows, Franklin Templeton said in its 2023 technology sector outlook. Valuations are nearing the point, where they have begun to reflect expectations of below-trend growth continuing into 2023, the firm said.Price Action: The Invesco QQQ  ended Friday's session up 0.22%, at $267.36, according toBenzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951013572,"gmtCreate":1673355564696,"gmtModify":1676538823023,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951013572","repostId":"1186759142","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926951147,"gmtCreate":1671454325090,"gmtModify":1676538538745,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926951147","repostId":"2292289978","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921447751,"gmtCreate":1671119215074,"gmtModify":1676538493927,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921447751","repostId":"1137906061","repostType":4,"repost":{"id":"1137906061","kind":"news","pubTimestamp":1671114130,"share":"https://ttm.financial/m/news/1137906061?lang=&edition=fundamental","pubTime":"2022-12-15 22:22","market":"us","language":"en","title":"Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1137906061","media":"Bloomberg","summary":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute thre","content":"<html><head></head><body><ul><li>US watchdog says that it has been able to review audit papers</li><li>Shares jumped after the PCAOB’s announcement on Thursday</li></ul><p><img src=\"https://static.tigerbbs.com/c0a01629590da18205cbfed927c2ea25\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>About 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.</p><p>The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.</p><p>Shares of US-listed China stocks jumped across the board in premarket trading.</p><p>“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.</p><p>PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.</p><p>China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.</p><p>The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.</p><p>In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.</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>Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Stock Delisting Threat Eases as US Gets Access to Audit Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access\">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","BIDU":"百度","BABA":"阿里巴巴","JD":"京东","PDD":"拼多多","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137906061","content_text":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.Shares of US-listed China stocks jumped across the board in premarket trading.“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966157217,"gmtCreate":1669453727940,"gmtModify":1676538198814,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966157217","repostId":"1103871150","repostType":4,"repost":{"id":"1103871150","kind":"news","pubTimestamp":1669428459,"share":"https://ttm.financial/m/news/1103871150?lang=&edition=fundamental","pubTime":"2022-11-26 10:07","market":"us","language":"en","title":"Uber Technologies Stock: Should You Hop in This Uber?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103871150","media":"TipRanks","summary":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to","content":"<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber Technologies Stock: Should You Hop in This Uber?</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\">\nUber Technologies Stock: Should You Hop in This Uber?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103871150","content_text":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-term Buy.Ridesharing and delivery giant Uber Technologies’ (NYSE: UBER) stock has tumbled just like the overall stock market. Uber is the largest player in the Global Mobility and Food Delivery space, both of which have massive growth potential. It continues to post record revenues and should continue to do so for many years to come. I will surely take the Uber ride as the current share price looks attractive, and long-term growth looks solid.Uber is a Market Leader Gaining Market ShareWithin Mobility, Uber is the largest player in eight of its top 10 markets, with a market share ranging from 50%-65%. On top of that, in food delivery, Uber has a leading position in seven of the top 10 GDP markets globally.Uber remains a counter-cyclical bet in a weakening macroeconomic backdrop. The competitive environment currently is the best it has ever been as smaller competitors are forced to shut operations in the wake of lackluster consumer spending, rising interest rates, and drying venture capital money.Wiping out of smaller competition has led to a higher supply of drivers on the Uber platform (now back to pre-pandemic levels). This, in turn, will result in better customer experience in the form of lower wait times as well as lower surge pricing. Higher inflation is also attracting more gig-economy workers onto the Uber platform, driven by the need to earn extra income.In 2022, Uber mobility is estimated to cross the $50 billion mark in gross bookings on its platform. To achieve that, it is critical to have a very strong supply of drivers on the platform. I believe Uber has a unique advantage, which no other competitor currently has. It offers multiple options which ensure higher utilization and earnings potential for drivers.A person can choose to drive for mobility or food delivery as well as delivery of convenience & groceries. In just Q3 2022 alone, drivers earned $11 billion from the Uber platform. A robust supply of drivers on the platform leads to lower wait times and costs for customers, attracting more customers.Given Uber’s brand appeal (about 50% of the population aged 18 or older has used an Uber in the U.S.) and some of the Uber-specific advantages mentioned above, the barriers to entry for a new player are significantly high.Uber’s Profitability RoadmapOn November 1, Uber posted robust revenues that grew 72% year-over-year to $8.34 billion, driven by 26% growth in gross bookings to $29.1 billion. Its adjusted loss of $0.61 per share, however, fell short of the consensus estimate of -$0.17 per share. It also reported an all-time quarterly high adjusted EBITDA and adjusted EBITDA margin.The big question is, where could operating margins finally settle? For the Mobility business, management has a long-term EBITDA margin target of 10% (of gross bookings). In Q3, Uber achieved an EBITDA margin (as a % of gross bookings) of 6.6%. Management noted that its Mobility business is now profitable in almost every major market for Uber, with EBITDA margins well over the long-term targeted range of 10% in its top five markets.For the Delivery business, management has a long-term EBITDA margin target of 5% (of gross bookings). In Q3, Uber achieved an EBITDA margin of 1.3%. Uber has achieved adjusted EBITDA profitability in 10 of its top 20 food delivery markets, with EBITDA margins of well over 5% in its top five markets. All the above data suggest that Uber is already moving on its path to profitability.What is the Price Prediction for UBER Stock?Uber’s average price forecast of $49.07 implies a whopping 72.2% in upside potential from current levels. The Wall Street community is clearly optimistic about the stock. Overall, UBER commands a Strong Buy consensus rating based on 14 unanimous Buys.Concluding Thoughts: Consider Buying Uber StockYear-to-date, Uber stock has lost more than 35% of its market capitalization. In terms of valuation, UBER is trading at an EV/sales ratio of 2.1x, higher than the peer group average of 1.7x. Nonetheless, the premium is justified given its favorable industry-leading position and larger total addressable market or TAM. Yet, it is trading at much lower levels compared to the peak 11x EV/sales ratio seen in the last 24 months.I think it’s only a matter of time before the stock rebounds and maybe make new highs. Given its solid business moat, market-leading position, double-digit revenue growth, as well as improving cashflows, I think the current levels are extremely attractive to accumulate Uber stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966157120,"gmtCreate":1669453691361,"gmtModify":1676538198804,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966157120","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=&edition=fundamental","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</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>Apple: Ignore The Zero-COVID Policy And Manchester United Noise</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\">\nApple: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133897,"gmtCreate":1672925897919,"gmtModify":1676538758576,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959133897","repostId":"1133031502","repostType":4,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927572296,"gmtCreate":1672545218815,"gmtModify":1676538703739,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927572296","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","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":1672535370,"share":"https://ttm.financial/m/news/1113081958?lang=&edition=fundamental","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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>Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023</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: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023\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\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913771963,"gmtCreate":1664077754752,"gmtModify":1676537387333,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913771963","repostId":"2269490734","repostType":4,"repost":{"id":"2269490734","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":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=fundamental","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</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>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</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\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\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\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230099,"gmtCreate":1677924384512,"gmtModify":1677924388216,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940230099","repostId":"1188147335","repostType":4,"repost":{"id":"1188147335","kind":"news","pubTimestamp":1677896169,"share":"https://ttm.financial/m/news/1188147335?lang=&edition=fundamental","pubTime":"2023-03-04 10:16","market":"us","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</p></body></html>","source":"seekingalpha_fund","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 The Market Could Drop By Another 20%-25%</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 The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050575738,"gmtCreate":1654219518224,"gmtModify":1676535415245,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050575738","repostId":"2240266262","repostType":4,"repost":{"id":"2240266262","kind":"highlight","pubTimestamp":1654211541,"share":"https://ttm.financial/m/news/2240266262?lang=&edition=fundamental","pubTime":"2022-06-03 07:12","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2240266262","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.</p><p>Tesla, Nvidia and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> each rose more than 4%, fueling gains in the S&amp;P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.</p><p>U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.</p><p>The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.</p><p>&#34;Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,&#34; warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>The S&amp;P 500 is now down about 13% from its record high close in early January.</p><p>The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.</p><p>U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.</p><p>All eyes are now on the government&#39;s nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy&#39;s health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.</p><p>Unofficially, the S&amp;P 500 climbed 1.84% to end the session at 4,176.82 points.</p><p>The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.</p><p>Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.</p><p>Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.</p><p>Veeva Systems rallied almost 15% after the life sciences software seller&#39;s quarterly revenue forecast beat expectations.</p><p>Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-<a href=\"https://laohu8.com/S/AONE.U\">one</a> ratio.</p><p>The S&amp;P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.</p><p></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 Ends Sharply Higher, Led By Tesla and Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240266262","content_text":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each rose more than 4%, fueling gains in the S&P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.Of the 11 S&P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.\"Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,\" warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.The S&P 500 is now down about 13% from its record high close in early January.The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.All eyes are now on the government's nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy's health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.Unofficially, the S&P 500 climbed 1.84% to end the session at 4,176.82 points.The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.Veeva Systems rallied almost 15% after the life sciences software seller's quarterly revenue forecast beat expectations.Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-one ratio.The S&P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900597646,"gmtCreate":1658723952985,"gmtModify":1676536198179,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900597646","repostId":"2254296074","repostType":4,"repost":{"id":"2254296074","kind":"highlight","pubTimestamp":1658713622,"share":"https://ttm.financial/m/news/2254296074?lang=&edition=fundamental","pubTime":"2022-07-25 09:47","market":"us","language":"en","title":"Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2254296074","media":"Yahoo Finance","summary":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments a","content":"<html><head></head><body><p>The busiest week of the year for investors is here.</p><p>A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.</p><p>The Federal Reserve&#39;s latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.</p><p>On the earnings side, some of the most S&amp;P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.</p><p><img src=\"https://static.tigerbbs.com/4ada7b243e14854832b5370b492cab57\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Also on spotlight will be Thursday&#39;s advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0257c07b94036425ca0041e05623685c\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua Roberts</span></p><p>All three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&amp;P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.</p><p>Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.</p><p>“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&amp;P 500 is not out of the woods yet.”</p><p>Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.</p><p>If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.</p><p>“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”</p><p>Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.</p><p>“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59626e18211886e9fe5f70ddf13a84e5\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)</span></p><p>Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.</p><p>Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.</p><p>“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.</p><p>In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.</p><p>The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.</p><p>According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.</p><p>On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.</p><p>In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.</p><p>According to FactSet Research, 21% of companies in the S&amp;P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.</p><p>—</p><h2>Economics calendar:</h2><h2></h2><p><b>Monday: </b>Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)</p><p><b>Tuesday:</b> House price index (May), S&amp;P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)</p><p><b>Wednesday: </b>MBA mortgage applications (week ended July 22)<b>, </b>Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conference</p><p><b>Thursday:</b> GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)</p><p><b>Friday:</b> Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)</p><p>—</p><h2>Earnings Calendar:</h2><h2></h2><p><b>Monday: </b>Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)</p><p><b>Tuesday: </b>Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)</p><p><b>Wednesday:</b> Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)</p><p><b>Thursday:</b> Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&amp;E (PCG), Hartford Financial (HIG), Celanese (CE)</p><p><b>Friday: </b>AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the 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; 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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\">\nFed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","CMCSA":"康卡斯特","TXN":"德州仪器","KO":"可口可乐","V":"Visa","ROKU":"Roku Inc","GOOG":"谷歌","INTC":"英特尔","MSFT":"微软",".IXIC":"NASDAQ Composite","F":"福特汽车","UPS":"联合包裹","RYAAY":"Ryanair Holdings plc","AAPL":"苹果","BA":"波音","AMZN":"亚马逊","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","GE":"GE航空航天","NXPI":"恩智浦","MCD":"麦当劳",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254296074","content_text":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The Federal Reserve's latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.On the earnings side, some of the most S&P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.Also on spotlight will be Thursday's advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua RobertsAll three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&P 500 is not out of the woods yet.”Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics' Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.According to FactSet Research, 21% of companies in the S&P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.—Economics calendar:Monday: Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)Tuesday: House price index (May), S&P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)Wednesday: MBA mortgage applications (week ended July 22), Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conferenceThursday: GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)Friday: Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)—Earnings Calendar:Monday: Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)Tuesday: Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)Wednesday: Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)Thursday: Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&E (PCG), Hartford Financial (HIG), Celanese (CE)Friday: AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056365454,"gmtCreate":1654948549778,"gmtModify":1676535538437,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056365454","repostId":"2242917328","repostType":4,"repost":{"id":"2242917328","kind":"highlight","pubTimestamp":1654916194,"share":"https://ttm.financial/m/news/2242917328?lang=&edition=fundamental","pubTime":"2022-06-11 10:56","market":"us","language":"en","title":"Want $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2242917328","media":"Motley Fool","summary":"These investments can help you build a diversified portfolio that generates regular income.","content":"<html><head></head><body><p>Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular dividend requires consistent execution and disciplined capital allocation. In other words, dividend stocks are typically backed by high-quality businesses.</p><p>With that in mind, $200,000 split evenly across these two investments would generate $5,000 per year in passive income while also providing exposure to some of Warren Buffett&#39;s largest holdings and leaving room for share price appreciation.</p><p>Let&#39;s dive in.</p><h2>1. Walker &amp; Dunlop</h2><p><b>Walker &amp; Dunlop</b> is a commercial real estate services company with two primary operating segments. Through its capital markets platform, it originates loans (primarily in multifamily housing), and it provides debt brokerage and property sales services. Through its servicing and asset management platform, the company offers loan serving, housing industry research, and investment management services focused on the affordable housing sector.</p><p>Walker &amp; Dunlop is the fourth-largest lender in the commercial real estate space and the largest provider of capital in the multifamily housing industry. To reinforce its competitive position, the company has made several key acquisitions of late, including its $696 million buyout of Alliant last year. That move strengthened its affordable housing platform, boosting assets under management eightfold to $16 billion.</p><p>Financially, Walker &amp; Dunlop has produced solid results over the past year. Revenue soared 26% to $1.4 billion, fueled by especially strong results in its debt brokerage and property sales business lines, and earnings climbed 6% to $8.48 per diluted share.</p><p>More importantly, shareholders have reason to believe the company can maintain that momentum in the coming years. Single-family home prices have skyrocketed across the United States over the past decade, which has created a need for affordable, multifamily units. That trend should drive demand for Walker &amp; Dunlop&#39;s lending and asset management services.</p><p>More broadly, U.S. commercial real estate loans totaled $890 billion last year, according to the Mortgage Bankers Association. That puts Walker &amp; Dunlop in front of a big opportunity, and as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest players in the industry, the company is well-positioned to capture market share. That should translate into share-price appreciation for investors.</p><p>Additionally, Walker &amp; Dunlop currently pays a quarterly dividend of $0.60 per share, which works out to a dividend yield of 2.28%. To that end, an investment of $100,000 would generate $2,280 in passive income each year. That&#39;s why this stock is a smart long-term investment.</p><h2>2. Vanguard High Dividend Yield <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a></h2><p>The <b><a href=\"https://laohu8.com/S/VYM\">Vanguard High Dividend Yield ETF</a></b> is an index fund with exposure to 443 different stocks. Among its top 10 holdings are <b>Chevron</b>, <b>Bank of America</b>, and <b>Coca-Cola</b> -- three stocks that collectively comprise more than 25% of Warren Buffett&#39;s portfolio through <b>Berkshire Hathaway</b>. The fund also includes positions in blue chips like <b>Johnson &amp; Johnson</b> and <b>Home Depot</b>. To that end, investors benefit from instant diversification, and with an expense ratio of just 0.06%, you would pay only $60 per year on a $100,000 portfolio.</p><p>Currently, the dividend yield on the ETF sits at 2.72%, meaning a $100,000 portfolio would generate $2,720 in passive income on an annual basis. Of course, a broad index fund doesn&#39;t offer the same upside potential as a mid-cap stock like Walker &amp; Dunlop, but the Vanguard High Dividend Yield ETF is the safer of the two investments discussed in this article. That peace of mind is especially valuable in turbulent market environments (like the current one).</p><p>In summary, investing in Walker &amp; Dunlop and the Vanguard High Yield Dividend ETF can help diversify your portfolio while leaving room for share-price appreciation. Additionally, with $200,000 split evenly between both, you would earn a collective $5,000 in passive income each year.</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>Want $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000</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\">\nWant $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WD":"Walker & Dunlop","VYM":"红利股ETF-Vanguard"},"source_url":"https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242917328","content_text":"Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular dividend requires consistent execution and disciplined capital allocation. In other words, dividend stocks are typically backed by high-quality businesses.With that in mind, $200,000 split evenly across these two investments would generate $5,000 per year in passive income while also providing exposure to some of Warren Buffett's largest holdings and leaving room for share price appreciation.Let's dive in.1. Walker & DunlopWalker & Dunlop is a commercial real estate services company with two primary operating segments. Through its capital markets platform, it originates loans (primarily in multifamily housing), and it provides debt brokerage and property sales services. Through its servicing and asset management platform, the company offers loan serving, housing industry research, and investment management services focused on the affordable housing sector.Walker & Dunlop is the fourth-largest lender in the commercial real estate space and the largest provider of capital in the multifamily housing industry. To reinforce its competitive position, the company has made several key acquisitions of late, including its $696 million buyout of Alliant last year. That move strengthened its affordable housing platform, boosting assets under management eightfold to $16 billion.Financially, Walker & Dunlop has produced solid results over the past year. Revenue soared 26% to $1.4 billion, fueled by especially strong results in its debt brokerage and property sales business lines, and earnings climbed 6% to $8.48 per diluted share.More importantly, shareholders have reason to believe the company can maintain that momentum in the coming years. Single-family home prices have skyrocketed across the United States over the past decade, which has created a need for affordable, multifamily units. That trend should drive demand for Walker & Dunlop's lending and asset management services.More broadly, U.S. commercial real estate loans totaled $890 billion last year, according to the Mortgage Bankers Association. That puts Walker & Dunlop in front of a big opportunity, and as one of the largest players in the industry, the company is well-positioned to capture market share. That should translate into share-price appreciation for investors.Additionally, Walker & Dunlop currently pays a quarterly dividend of $0.60 per share, which works out to a dividend yield of 2.28%. To that end, an investment of $100,000 would generate $2,280 in passive income each year. That's why this stock is a smart long-term investment.2. Vanguard High Dividend Yield Pacer Swan SOS Fund of Funds ETF|ETFThe Vanguard High Dividend Yield ETF is an index fund with exposure to 443 different stocks. Among its top 10 holdings are Chevron, Bank of America, and Coca-Cola -- three stocks that collectively comprise more than 25% of Warren Buffett's portfolio through Berkshire Hathaway. The fund also includes positions in blue chips like Johnson & Johnson and Home Depot. To that end, investors benefit from instant diversification, and with an expense ratio of just 0.06%, you would pay only $60 per year on a $100,000 portfolio.Currently, the dividend yield on the ETF sits at 2.72%, meaning a $100,000 portfolio would generate $2,720 in passive income on an annual basis. Of course, a broad index fund doesn't offer the same upside potential as a mid-cap stock like Walker & Dunlop, but the Vanguard High Dividend Yield ETF is the safer of the two investments discussed in this article. That peace of mind is especially valuable in turbulent market environments (like the current one).In summary, investing in Walker & Dunlop and the Vanguard High Yield Dividend ETF can help diversify your portfolio while leaving room for share-price appreciation. Additionally, with $200,000 split evenly between both, you would earn a collective $5,000 in passive income each year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}