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2021-08-04

thanks

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2021-08-04

thanks for sharing!

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2021-08-04

thanks for sharing!

Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?

2021-07-30

ohno

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2021-07-19

great

Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual

2021-07-19

nice

4 Ways I'm Preparing for the Stock Market Bubble to Burst

2021-07-17

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2021-07-17

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2021-07-16

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Nasdaq ends lower as investors sell Big Tech

Go to Tiger App to see more news

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for sharing!&nbsp;","listText":"thanks for sharing!&nbsp;","text":"thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890817292","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890817035,"gmtCreate":1628091419527,"gmtModify":1703501150647,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"thanks for sharing!","listText":"thanks for sharing!","text":"thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890817035","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","pubTimestamp":1628085660,"share":"https://www.laohu8.com/m/news/2156106357?lang=&edition=full","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</p>","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>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","TIME":"Clockwise Capital Innovation ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808489395,"gmtCreate":1627605997017,"gmtModify":1703493168214,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ohno","listText":"ohno","text":"ohno","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808489395","repostId":"1117706351","repostType":4,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171978323,"gmtCreate":1626704329462,"gmtModify":1703763703948,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171978323","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","pubTimestamp":1626683272,"share":"https://www.laohu8.com/m/news/1146536243?lang=&edition=full","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are.&nbsp;If a lot of 'normal' cycle behavior has played out so far, it should&nbsp;<i>continue</i>&nbsp;to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see&nbsp;The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility:&nbsp;this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</p>","source":"lsy1583725640930","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>Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Web Link</a>\n\n</div>\n\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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171973246,"gmtCreate":1626704237285,"gmtModify":1703763701826,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171973246","repostId":"2152827296","repostType":4,"repost":{"id":"2152827296","pubTimestamp":1626663600,"share":"https://www.laohu8.com/m/news/2152827296?lang=&edition=full","pubTime":"2021-07-19 11:00","market":"us","language":"en","title":"4 Ways I'm Preparing for the Stock Market Bubble to Burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2152827296","media":"Motley Fool","summary":"This incredible rally has to end with a spectacular crash sometime ... right? Maybe.","content":"<p>Does the <b>S&amp;P 500</b>'s nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by the onset of the COVID-19 pandemic, much of it has also just been plain old bullishness ... perhaps a little too much. Stocks are still chugging along, but at times, it feels like the only thing keeping the rally going is its momentum. That's not good.</p>\n<p>If you're concerned the market bubble is going to pop soon, feel free to rip a few pages out of my personal playbook. Notice that none of them are particularly complicated moves.</p>\n<h3>1. I'm scaling out of frothier, more speculative names</h3>\n<p>I confess, some of the names I've picked up over the course of the past year or so aren't exactly the sorts of stocks I fully intended to hold for the long haul. They were closer to being bets than investments, which can be fun and rewarding but not exactly safe when the market starts to unravel. As the old adage goes, the higher they fly, the farther they fall. That's especially true when a company can't even come close to justifying its stock price with actual fundamentals. Yes, I'm looking at you, <b>AMC Entertainment</b>.</p>\n<p>Most investors innately know this is the smart-money move to make when the broad market is closer to a major high than a major low. Some investors, however, just need to hear someone else say it. I just did.</p>\n<h3>2. I'm prioritizing cash over equities</h3>\n<p>At first glance, this seems a lot like the aforementioned move -- backing off on my exposure to riskier equities. After all, if I'm selling anything, those proceeds are inherently turned into cash anyway.</p>\n<p>To be clear, however, I'm not merely swapping out my more speculative, vulnerable names for more reliable blue chips. I'm reducing my overall exposure to the market by converting a sizable stake of my holdings to cash.</p>\n<p>It's not always a fully understood (or even believed) facet of investing, but \"safe\" stocks like consumer goods names and utilities companies aren't actually protection from a correction. Shares of consumer packaged goods giant <b>Procter &amp; Gamble</b> fell nearly 24% between last year's February high and March low when the coronavirus began to spread across the world, including within the U.S. Utility name <b>The Southern Company</b> fell 39% during this timeframe. Both recovered -- and then some -- but neither actually offered any true defense from sweeping weakness.</p>\n<p>The point is, during market corrections, there's really no place to hide. You'll just have to let the long-term holdings you're committed to take their lumps on faith they'll bounce back. If you don't have that faith with any particular stock, just replace it with cash until the dust settles.</p>\n<h3>3. I'm adding (a little) gold</h3>\n<p>While most stocks are going to be dragged lower by a market-wide correction, not every sort of holding is a stock. There are also bonds and commodities, which still trade independently of equities. That doesn't preclude them from pulling back if and when the stock market does. But if they do peel back, they're doing so independently of the broad market.</p>\n<p>I'm not bothering with bonds right now. Interest rates are pointlessly low, and with inflation seemingly on the verge of racing out of control, bonds are little more than a coin toss at this time anyway.</p>\n<p>Commodities, however, are a different story. If anything, they've become bigger movers against a rising inflation backdrop and a Federal Reserve that's being increasingly pressured to respond. Should stocks tank, commodities -- already pumped and primed -- may see a swell of demand that drives prices higher. The easiest way to plug into this dynamic is with a simple pick like the <b>SPDR Gold Trust</b>.</p>\n<h3>4. Mostly, I'm doing nothing</h3>\n<p>Finally, and perhaps most importantly, I'm doing nothing about a possible market correction.</p>\n<p>You read that right.</p>\n<p>There are two schools of thought behind the decision to do nothing rather than trying to evade the impact of a correction. The first of these is the simple fact that most of my holdings really are long-haul positions I had (and have) every intention of hanging onto through bear markets. One of the greatest upsides of a legitimate buy-and-hold approach is that you don't even have to worry about temporary headwinds.</p>\n<p>The other idea at work here is the fact that guessing the market's next near-term reversal is just darn difficult to do ... so much so that most people don't do it very well. Indeed, the effort to time the stock market's peaks and valleys often does more harm than good, by virtue of getting you out too soon or too late, or getting you back in too soon or too late. The market's going to do what the market's going to do in its own time, and it's<i> not</i> going to telegraph what's around the corner to anyone. The best way to win that game is by not playing it at all.</p>","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 Ways I'm Preparing for the Stock Market Bubble to Burst</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 Ways I'm Preparing for the Stock Market Bubble to Burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Does the S&P 500's nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152827296","content_text":"Does the S&P 500's nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by the onset of the COVID-19 pandemic, much of it has also just been plain old bullishness ... perhaps a little too much. Stocks are still chugging along, but at times, it feels like the only thing keeping the rally going is its momentum. That's not good.\nIf you're concerned the market bubble is going to pop soon, feel free to rip a few pages out of my personal playbook. Notice that none of them are particularly complicated moves.\n1. I'm scaling out of frothier, more speculative names\nI confess, some of the names I've picked up over the course of the past year or so aren't exactly the sorts of stocks I fully intended to hold for the long haul. They were closer to being bets than investments, which can be fun and rewarding but not exactly safe when the market starts to unravel. As the old adage goes, the higher they fly, the farther they fall. That's especially true when a company can't even come close to justifying its stock price with actual fundamentals. Yes, I'm looking at you, AMC Entertainment.\nMost investors innately know this is the smart-money move to make when the broad market is closer to a major high than a major low. Some investors, however, just need to hear someone else say it. I just did.\n2. I'm prioritizing cash over equities\nAt first glance, this seems a lot like the aforementioned move -- backing off on my exposure to riskier equities. After all, if I'm selling anything, those proceeds are inherently turned into cash anyway.\nTo be clear, however, I'm not merely swapping out my more speculative, vulnerable names for more reliable blue chips. I'm reducing my overall exposure to the market by converting a sizable stake of my holdings to cash.\nIt's not always a fully understood (or even believed) facet of investing, but \"safe\" stocks like consumer goods names and utilities companies aren't actually protection from a correction. Shares of consumer packaged goods giant Procter & Gamble fell nearly 24% between last year's February high and March low when the coronavirus began to spread across the world, including within the U.S. Utility name The Southern Company fell 39% during this timeframe. Both recovered -- and then some -- but neither actually offered any true defense from sweeping weakness.\nThe point is, during market corrections, there's really no place to hide. You'll just have to let the long-term holdings you're committed to take their lumps on faith they'll bounce back. If you don't have that faith with any particular stock, just replace it with cash until the dust settles.\n3. I'm adding (a little) gold\nWhile most stocks are going to be dragged lower by a market-wide correction, not every sort of holding is a stock. There are also bonds and commodities, which still trade independently of equities. That doesn't preclude them from pulling back if and when the stock market does. But if they do peel back, they're doing so independently of the broad market.\nI'm not bothering with bonds right now. Interest rates are pointlessly low, and with inflation seemingly on the verge of racing out of control, bonds are little more than a coin toss at this time anyway.\nCommodities, however, are a different story. If anything, they've become bigger movers against a rising inflation backdrop and a Federal Reserve that's being increasingly pressured to respond. Should stocks tank, commodities -- already pumped and primed -- may see a swell of demand that drives prices higher. The easiest way to plug into this dynamic is with a simple pick like the SPDR Gold Trust.\n4. Mostly, I'm doing nothing\nFinally, and perhaps most importantly, I'm doing nothing about a possible market correction.\nYou read that right.\nThere are two schools of thought behind the decision to do nothing rather than trying to evade the impact of a correction. The first of these is the simple fact that most of my holdings really are long-haul positions I had (and have) every intention of hanging onto through bear markets. One of the greatest upsides of a legitimate buy-and-hold approach is that you don't even have to worry about temporary headwinds.\nThe other idea at work here is the fact that guessing the market's next near-term reversal is just darn difficult to do ... so much so that most people don't do it very well. Indeed, the effort to time the stock market's peaks and valleys often does more harm than good, by virtue of getting you out too soon or too late, or getting you back in too soon or too late. The market's going to do what the market's going to do in its own time, and it's not going to telegraph what's around the corner to anyone. The best way to win that game is by not playing it at all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179877332,"gmtCreate":1626509682326,"gmtModify":1703761322393,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/179877332","repostId":"2152686879","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179874917,"gmtCreate":1626509581339,"gmtModify":1703761321100,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179874917","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170131438,"gmtCreate":1626410768124,"gmtModify":1703759640459,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170131438","repostId":"2151573133","repostType":4,"repost":{"id":"2151573133","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626379249,"share":"https://www.laohu8.com/m/news/2151573133?lang=&edition=full","pubTime":"2021-07-16 04:00","market":"us","language":"en","title":"Nasdaq ends lower as investors sell Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2151573133","media":"Reuters","summary":"July 15  - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.Amazon, Apple, Tesla and $Facebook$all fell. Nvidia tumbled around 4%.The S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.The S&P 500 energy sector index fell more than ","content":"<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends lower as investors sell Big Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends lower as investors sell Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-16 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","TSLA":"特斯拉","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","QID":"纳指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","BAC":"美国银行","BX":"黑石","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","NVDA":"英伟达","03086":"华夏纳指","DJX":"1/100道琼斯","C":"花旗","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QQQ":"纳指100ETF","MS":"摩根士丹利","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","09086":"华夏纳指-U","AMZN":"亚马逊","AIG":"美国国际集团","IVV":"标普500指数ETF","WFC":"富国银行","JPM":"摩根大通","DDM":"道指两倍做多ETF","JNJ":"强生",".DJI":"道琼斯","DOG":"道指反向ETF","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151573133","content_text":"U.S. weekly jobless claims fall to 16-month low\nTech sector ends four-day winning streak\n\nJuly 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.\nAmazon, Apple, Tesla and Facebookall fell. Nvidia tumbled around 4%.\nThe S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.\nThe S&P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.\nFresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.\nFederal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.\n\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.\nUnofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite dropped 101.82 points, or 0.7%, to 14,543.13.\nMorgan Stanley dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.\nSecond-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo & Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase & Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.\nBlackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.\nJohnson & Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":890817292,"gmtCreate":1628091475216,"gmtModify":1703501152951,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"thanks for sharing!&nbsp;","listText":"thanks for sharing!&nbsp;","text":"thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890817292","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171978323,"gmtCreate":1626704329462,"gmtModify":1703763703948,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171978323","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","pubTimestamp":1626683272,"share":"https://www.laohu8.com/m/news/1146536243?lang=&edition=full","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are.&nbsp;If a lot of 'normal' cycle behavior has played out so far, it should&nbsp;<i>continue</i>&nbsp;to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see&nbsp;The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility:&nbsp;this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</p>","source":"lsy1583725640930","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>Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Web Link</a>\n\n</div>\n\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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179877332,"gmtCreate":1626509682326,"gmtModify":1703761322393,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/179877332","repostId":"2152686879","repostType":4,"repost":{"id":"2152686879","pubTimestamp":1626487020,"share":"https://www.laohu8.com/m/news/2152686879?lang=&edition=full","pubTime":"2021-07-17 09:57","market":"us","language":"en","title":"Monmouth Real Estate Investment Corporation Announces Receipt of Amendment to Unsolicited Acquisition Proposal","url":"https://stock-news.laohu8.com/highlight/detail?id=2152686879","media":"StreetInsider","summary":"No Action Needs to be Taken by Monmouth Shareholders at This Time\nHOLMDEL, N.J., July 16, 2021 (GLOB","content":"<p><i>No Action Needs to be Taken by Monmouth Shareholders at This Time</i></p>\n<p><b>HOLMDEL, N.J., July 16, 2021 (GLOBE NEWSWIRE) -- </b><a href=\"https://laohu8.com/S/MNR\">Monmouth Real Estate Investment</a> Corporation (NYSE: MNR, “Monmouth” or “the Company”) today announced that it received an amendment to the unsolicited acquisition proposal it previously received on July 8, 2021 from a certain large private investment firm. The amendment to the proposal reflects an increase of $0.18 per share in the consideration that would be paid for each share of Monmouth Common Stock, resulting in a net cash consideration of $18.88 per share, reflecting a stated purchase price of $19.51 per share reduced by the termination fee of approximately $62.2 million, or $0.63 per share, if Monmouth terminates the merger agreement it previously entered into with <a href=\"https://laohu8.com/S/EQCN\">Equity Commonwealth</a> (“EQC”) in accordance with its terms to accept the amended proposal. The increase results from the investment firm’s decision that the purchase price would no longer be reduced by the $0.18 per share dividend on Monmouth’s common stock previously declared by Monmouth’s Board on July 1, 2021 and payable on or about September 15, 2021. On July 16, 2021, Monmouth’s common shares closed at $19.23 per share.</p>\n<p>As previously announced, on May 4, 2021, Monmouth entered into a definitive merger agreement with EQC pursuant to which EQC agreed to acquire Monmouth in an all-stock transaction valued at approximately $3.4 billion, including the assumption of debt. The combined company is expected to have a pro forma equity market capitalization of approximately $5.5 billion.</p>\n<p>Consistent with its statutory duties and in consultation with its financial and legal advisors, Monmouth’s Board is now evaluating the amended proposal and has not made any determination as to what action to take in response to the proposal. The Company’s Board intends to respond to the proposal in due course and remains committed to acting in the best interests of the Company and its shareholders.</p>\n<p>J.P. Morgan Securities LLC and CS Capital Advisors, LLC are acting as financial advisors and Stroock &amp; Stroock &amp; Lavan LLP is serving as legal advisor to Monmouth.</p>\n<p><b>About Monmouth</b></p>\n<p>Monmouth Real Estate Investment Corporation, founded in 1968, is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the oldest public equity REITs in the world. The Company specializes in single tenant, net-leased industrial properties, subject to long-term leases, primarily to investment grade tenants. Monmouth Real Estate Investment Corporation is a fully integrated and self-managed real estate company, whose property portfolio consists of 120 properties containing a total of approximately 24.5 million rentable square feet, geographically diversified across 31 states. The Company’s occupancy rate as of this date is 99.7%.</p>","source":"highlight_streetinsider","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>Monmouth Real Estate Investment Corporation Announces Receipt of Amendment to Unsolicited Acquisition Proposal</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\">\nMonmouth Real Estate Investment Corporation Announces Receipt of Amendment to Unsolicited Acquisition Proposal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18688854><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No Action Needs to be Taken by Monmouth Shareholders at This Time\nHOLMDEL, N.J., July 16, 2021 (GLOBE NEWSWIRE) -- Monmouth Real Estate Investment Corporation (NYSE: MNR, “Monmouth” or “the Company”) ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18688854\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNR":"Mach Natural Resources L.P."},"source_url":"https://www.streetinsider.com/dr/news.php?id=18688854","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152686879","content_text":"No Action Needs to be Taken by Monmouth Shareholders at This Time\nHOLMDEL, N.J., July 16, 2021 (GLOBE NEWSWIRE) -- Monmouth Real Estate Investment Corporation (NYSE: MNR, “Monmouth” or “the Company”) today announced that it received an amendment to the unsolicited acquisition proposal it previously received on July 8, 2021 from a certain large private investment firm. The amendment to the proposal reflects an increase of $0.18 per share in the consideration that would be paid for each share of Monmouth Common Stock, resulting in a net cash consideration of $18.88 per share, reflecting a stated purchase price of $19.51 per share reduced by the termination fee of approximately $62.2 million, or $0.63 per share, if Monmouth terminates the merger agreement it previously entered into with Equity Commonwealth (“EQC”) in accordance with its terms to accept the amended proposal. The increase results from the investment firm’s decision that the purchase price would no longer be reduced by the $0.18 per share dividend on Monmouth’s common stock previously declared by Monmouth’s Board on July 1, 2021 and payable on or about September 15, 2021. On July 16, 2021, Monmouth’s common shares closed at $19.23 per share.\nAs previously announced, on May 4, 2021, Monmouth entered into a definitive merger agreement with EQC pursuant to which EQC agreed to acquire Monmouth in an all-stock transaction valued at approximately $3.4 billion, including the assumption of debt. The combined company is expected to have a pro forma equity market capitalization of approximately $5.5 billion.\nConsistent with its statutory duties and in consultation with its financial and legal advisors, Monmouth’s Board is now evaluating the amended proposal and has not made any determination as to what action to take in response to the proposal. The Company’s Board intends to respond to the proposal in due course and remains committed to acting in the best interests of the Company and its shareholders.\nJ.P. Morgan Securities LLC and CS Capital Advisors, LLC are acting as financial advisors and Stroock & Stroock & Lavan LLP is serving as legal advisor to Monmouth.\nAbout Monmouth\nMonmouth Real Estate Investment Corporation, founded in 1968, is one of the oldest public equity REITs in the world. The Company specializes in single tenant, net-leased industrial properties, subject to long-term leases, primarily to investment grade tenants. Monmouth Real Estate Investment Corporation is a fully integrated and self-managed real estate company, whose property portfolio consists of 120 properties containing a total of approximately 24.5 million rentable square feet, geographically diversified across 31 states. The Company’s occupancy rate as of this date is 99.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890817763,"gmtCreate":1628091508452,"gmtModify":1703501151797,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890817763","repostId":"1119448743","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179874917,"gmtCreate":1626509581339,"gmtModify":1703761321100,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179874917","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890817035,"gmtCreate":1628091419527,"gmtModify":1703501150647,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"thanks for sharing!","listText":"thanks for sharing!","text":"thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890817035","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","pubTimestamp":1628085660,"share":"https://www.laohu8.com/m/news/2156106357?lang=&edition=full","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</p>","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>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","TIME":"Clockwise Capital Innovation ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171973246,"gmtCreate":1626704237285,"gmtModify":1703763701826,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171973246","repostId":"2152827296","repostType":4,"repost":{"id":"2152827296","pubTimestamp":1626663600,"share":"https://www.laohu8.com/m/news/2152827296?lang=&edition=full","pubTime":"2021-07-19 11:00","market":"us","language":"en","title":"4 Ways I'm Preparing for the Stock Market Bubble to Burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2152827296","media":"Motley Fool","summary":"This incredible rally has to end with a spectacular crash sometime ... right? Maybe.","content":"<p>Does the <b>S&amp;P 500</b>'s nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by the onset of the COVID-19 pandemic, much of it has also just been plain old bullishness ... perhaps a little too much. Stocks are still chugging along, but at times, it feels like the only thing keeping the rally going is its momentum. That's not good.</p>\n<p>If you're concerned the market bubble is going to pop soon, feel free to rip a few pages out of my personal playbook. Notice that none of them are particularly complicated moves.</p>\n<h3>1. I'm scaling out of frothier, more speculative names</h3>\n<p>I confess, some of the names I've picked up over the course of the past year or so aren't exactly the sorts of stocks I fully intended to hold for the long haul. They were closer to being bets than investments, which can be fun and rewarding but not exactly safe when the market starts to unravel. As the old adage goes, the higher they fly, the farther they fall. That's especially true when a company can't even come close to justifying its stock price with actual fundamentals. Yes, I'm looking at you, <b>AMC Entertainment</b>.</p>\n<p>Most investors innately know this is the smart-money move to make when the broad market is closer to a major high than a major low. Some investors, however, just need to hear someone else say it. I just did.</p>\n<h3>2. I'm prioritizing cash over equities</h3>\n<p>At first glance, this seems a lot like the aforementioned move -- backing off on my exposure to riskier equities. After all, if I'm selling anything, those proceeds are inherently turned into cash anyway.</p>\n<p>To be clear, however, I'm not merely swapping out my more speculative, vulnerable names for more reliable blue chips. I'm reducing my overall exposure to the market by converting a sizable stake of my holdings to cash.</p>\n<p>It's not always a fully understood (or even believed) facet of investing, but \"safe\" stocks like consumer goods names and utilities companies aren't actually protection from a correction. Shares of consumer packaged goods giant <b>Procter &amp; Gamble</b> fell nearly 24% between last year's February high and March low when the coronavirus began to spread across the world, including within the U.S. Utility name <b>The Southern Company</b> fell 39% during this timeframe. Both recovered -- and then some -- but neither actually offered any true defense from sweeping weakness.</p>\n<p>The point is, during market corrections, there's really no place to hide. You'll just have to let the long-term holdings you're committed to take their lumps on faith they'll bounce back. If you don't have that faith with any particular stock, just replace it with cash until the dust settles.</p>\n<h3>3. I'm adding (a little) gold</h3>\n<p>While most stocks are going to be dragged lower by a market-wide correction, not every sort of holding is a stock. There are also bonds and commodities, which still trade independently of equities. That doesn't preclude them from pulling back if and when the stock market does. But if they do peel back, they're doing so independently of the broad market.</p>\n<p>I'm not bothering with bonds right now. Interest rates are pointlessly low, and with inflation seemingly on the verge of racing out of control, bonds are little more than a coin toss at this time anyway.</p>\n<p>Commodities, however, are a different story. If anything, they've become bigger movers against a rising inflation backdrop and a Federal Reserve that's being increasingly pressured to respond. Should stocks tank, commodities -- already pumped and primed -- may see a swell of demand that drives prices higher. The easiest way to plug into this dynamic is with a simple pick like the <b>SPDR Gold Trust</b>.</p>\n<h3>4. Mostly, I'm doing nothing</h3>\n<p>Finally, and perhaps most importantly, I'm doing nothing about a possible market correction.</p>\n<p>You read that right.</p>\n<p>There are two schools of thought behind the decision to do nothing rather than trying to evade the impact of a correction. The first of these is the simple fact that most of my holdings really are long-haul positions I had (and have) every intention of hanging onto through bear markets. One of the greatest upsides of a legitimate buy-and-hold approach is that you don't even have to worry about temporary headwinds.</p>\n<p>The other idea at work here is the fact that guessing the market's next near-term reversal is just darn difficult to do ... so much so that most people don't do it very well. Indeed, the effort to time the stock market's peaks and valleys often does more harm than good, by virtue of getting you out too soon or too late, or getting you back in too soon or too late. The market's going to do what the market's going to do in its own time, and it's<i> not</i> going to telegraph what's around the corner to anyone. The best way to win that game is by not playing it at all.</p>","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 Ways I'm Preparing for the Stock Market Bubble to Burst</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 Ways I'm Preparing for the Stock Market Bubble to Burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Does the S&P 500's nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/18/4-ways-im-preparing-for-stock-market-bubble-burst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152827296","content_text":"Does the S&P 500's nearly 100% gain from last March's low have you a little worried about a pullback? You're not alone. Even though much of this move was a recovery from the steep sell-off sparked by the onset of the COVID-19 pandemic, much of it has also just been plain old bullishness ... perhaps a little too much. Stocks are still chugging along, but at times, it feels like the only thing keeping the rally going is its momentum. That's not good.\nIf you're concerned the market bubble is going to pop soon, feel free to rip a few pages out of my personal playbook. Notice that none of them are particularly complicated moves.\n1. I'm scaling out of frothier, more speculative names\nI confess, some of the names I've picked up over the course of the past year or so aren't exactly the sorts of stocks I fully intended to hold for the long haul. They were closer to being bets than investments, which can be fun and rewarding but not exactly safe when the market starts to unravel. As the old adage goes, the higher they fly, the farther they fall. That's especially true when a company can't even come close to justifying its stock price with actual fundamentals. Yes, I'm looking at you, AMC Entertainment.\nMost investors innately know this is the smart-money move to make when the broad market is closer to a major high than a major low. Some investors, however, just need to hear someone else say it. I just did.\n2. I'm prioritizing cash over equities\nAt first glance, this seems a lot like the aforementioned move -- backing off on my exposure to riskier equities. After all, if I'm selling anything, those proceeds are inherently turned into cash anyway.\nTo be clear, however, I'm not merely swapping out my more speculative, vulnerable names for more reliable blue chips. I'm reducing my overall exposure to the market by converting a sizable stake of my holdings to cash.\nIt's not always a fully understood (or even believed) facet of investing, but \"safe\" stocks like consumer goods names and utilities companies aren't actually protection from a correction. Shares of consumer packaged goods giant Procter & Gamble fell nearly 24% between last year's February high and March low when the coronavirus began to spread across the world, including within the U.S. Utility name The Southern Company fell 39% during this timeframe. Both recovered -- and then some -- but neither actually offered any true defense from sweeping weakness.\nThe point is, during market corrections, there's really no place to hide. You'll just have to let the long-term holdings you're committed to take their lumps on faith they'll bounce back. If you don't have that faith with any particular stock, just replace it with cash until the dust settles.\n3. I'm adding (a little) gold\nWhile most stocks are going to be dragged lower by a market-wide correction, not every sort of holding is a stock. There are also bonds and commodities, which still trade independently of equities. That doesn't preclude them from pulling back if and when the stock market does. But if they do peel back, they're doing so independently of the broad market.\nI'm not bothering with bonds right now. Interest rates are pointlessly low, and with inflation seemingly on the verge of racing out of control, bonds are little more than a coin toss at this time anyway.\nCommodities, however, are a different story. If anything, they've become bigger movers against a rising inflation backdrop and a Federal Reserve that's being increasingly pressured to respond. Should stocks tank, commodities -- already pumped and primed -- may see a swell of demand that drives prices higher. The easiest way to plug into this dynamic is with a simple pick like the SPDR Gold Trust.\n4. Mostly, I'm doing nothing\nFinally, and perhaps most importantly, I'm doing nothing about a possible market correction.\nYou read that right.\nThere are two schools of thought behind the decision to do nothing rather than trying to evade the impact of a correction. The first of these is the simple fact that most of my holdings really are long-haul positions I had (and have) every intention of hanging onto through bear markets. One of the greatest upsides of a legitimate buy-and-hold approach is that you don't even have to worry about temporary headwinds.\nThe other idea at work here is the fact that guessing the market's next near-term reversal is just darn difficult to do ... so much so that most people don't do it very well. Indeed, the effort to time the stock market's peaks and valleys often does more harm than good, by virtue of getting you out too soon or too late, or getting you back in too soon or too late. The market's going to do what the market's going to do in its own time, and it's not going to telegraph what's around the corner to anyone. The best way to win that game is by not playing it at all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170131438,"gmtCreate":1626410768124,"gmtModify":1703759640459,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170131438","repostId":"2151573133","repostType":4,"repost":{"id":"2151573133","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626379249,"share":"https://www.laohu8.com/m/news/2151573133?lang=&edition=full","pubTime":"2021-07-16 04:00","market":"us","language":"en","title":"Nasdaq ends lower as investors sell Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2151573133","media":"Reuters","summary":"July 15  - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.Amazon, Apple, Tesla and $Facebook$all fell. Nvidia tumbled around 4%.The S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.The S&P 500 energy sector index fell more than ","content":"<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends lower as investors sell Big Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends lower as investors sell Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-16 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","TSLA":"特斯拉","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","QID":"纳指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","BAC":"美国银行","BX":"黑石","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","NVDA":"英伟达","03086":"华夏纳指","DJX":"1/100道琼斯","C":"花旗","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QQQ":"纳指100ETF","MS":"摩根士丹利","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","09086":"华夏纳指-U","AMZN":"亚马逊","AIG":"美国国际集团","IVV":"标普500指数ETF","WFC":"富国银行","JPM":"摩根大通","DDM":"道指两倍做多ETF","JNJ":"强生",".DJI":"道琼斯","DOG":"道指反向ETF","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151573133","content_text":"U.S. weekly jobless claims fall to 16-month low\nTech sector ends four-day winning streak\n\nJuly 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.\nAmazon, Apple, Tesla and Facebookall fell. Nvidia tumbled around 4%.\nThe S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.\nThe S&P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.\nFresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.\nFederal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.\n\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.\nUnofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite dropped 101.82 points, or 0.7%, to 14,543.13.\nMorgan Stanley dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.\nSecond-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo & Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase & Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.\nBlackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.\nJohnson & Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808489395,"gmtCreate":1627605997017,"gmtModify":1703493168214,"author":{"id":"3583720860929390","authorId":"3583720860929390","name":"nannnnnn","avatar":"https://static.tigerbbs.com/b5ab5534cfa6ad6ce2e2acf9de522ed4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ohno","listText":"ohno","text":"ohno","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808489395","repostId":"1117706351","repostType":4,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}