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jasonpstt

jasonpstt

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2023-11-08

Fun game. Please have more events

2023-11-07

Hiiiii nicer event to play.

2023-11-07

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger's Halloween Fun! Win Big!

2023-06-08

Niceeeeeeeeeeeeeeeeeeee

2023-06-07

Niceeeeeeee3eeeeeeeeeeee

2023-06-07

Nicee

@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999

2023-01-30

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This Little-Known Indicator Is Bullish for 2023

2023-01-26

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2 Growth Stocks Down More Than 50% to Buy Now

2023-01-23

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Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now

2023-01-22

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Apple Defies Tech Industry-Wide Massive Layoffs: Here's How Cupertino Is Avoiding Job Cuts

2023-01-20

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The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters

2023-01-18

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2023-01-18

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Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More

2023-01-15

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Boeing Q4 Earnings Preview: Strong Q4 Plane Deliveries May Help It to Return to Profitability

2023-01-13

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2023-01-11

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Airline Stocks Fell Premarket After FAA Says All U.S. Flights Grounded Over Computer Outage

2023-01-11

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2023-01-09

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@onlyYou:U.S. stocks advanced Friday after the December jobs report and an economic activity survey showed signs that inflation may be cooling, signaling that the Federal Reserve's interest rate hikes are having their intended effect. The Dow Jones Industrial Average increased 700.53 points, or 2.13%, to close at 33,630.61. The S&P 500 ended up 86.98 points, or 2.28%, to 3,895.08. The Nasdaq Composite added 2.6%, which equates to 264.05, to end at 10,569.29. It was the best day for the Dow and S&P 500 since Nov. 30 and the best for the Nasdaq since Dec. 29. Every Dow component ended Friday up. Friday's rally helped stocks end in positive territory for the week, which was the first of the year. The Dow and S&P 500 each closed the week up 1.5%. The Nasdaq advanced 1%. The December nonfarm

2023-01-09

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Inflation Data, Banks Kick off Earnings Season: What to Know This Week

2023-01-08

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Twitter Cuts More Staff Overseeing Global Content Moderation

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Win Big!","htmlText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","listText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! 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Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952723231,"gmtCreate":1675011994224,"gmtModify":1676538970143,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952723231","repostId":"2306584472","repostType":4,"repost":{"id":"2306584472","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674958208,"share":"https://www.laohu8.com/m/news/2306584472?lang=&edition=full","pubTime":"2023-01-29 10:10","market":"us","language":"en","title":"This Little-Known Indicator Is Bullish for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2306584472","media":"Dow Jones","summary":"The 'January Sentiment Effect'A bullish 2023 appears to be in the cards for the stock market, accord","content":"<html><head></head><body><h2>The &#39;January Sentiment Effect&#39;</h2><p>A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.</p><p>The indicator, dubbed by its creators the &#34;January Sentiment Effect,&#34; was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That&#39;s because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.</p><p>Entitled &#34;The January Sentiment Effect in the U.S. Stock Market,&#34; the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.</p><p>To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan&#39;s Index of Consumer Sentiment <a href=\"https://laohu8.com/S/ICS.AU\">$(ICS.AU)$</a> back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.</p><p>That&#39;s what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That&#39;s one of the bigger monthly changes in ICS&#39;s history--ranking at the 91 percentile among all monthly changes since 1978.</p><p>As a further test that consumer sentiment in January is the cause of the &#34;January Sentiment Effect,&#34; the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months&#39; sentiment changes and the stock market&#39;s returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.</p><p>Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market&#39;s direction in January predicts the market&#39;s direction over the subsequent 11 months. But, as I&#39;ve pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an &#34;ability,&#34; if not better, to foretell the market&#39;s direction over the subsequent 11 months.</p><p>In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.</p><p>Since there have been just five years since the professors&#39; study, we don&#39;t have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market&#39;s February-through-December gain was four times larger than the average comparable gain in the other four years.</p><p>The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.</p><p>January 28, 2023 08:26 ET (13:26 GMT)</p><p>Copyright (c) 2023 Dow Jones &amp; Company, Inc.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Little-Known Indicator Is Bullish for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Little-Known Indicator Is Bullish for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-29 10:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>The &#39;January Sentiment Effect&#39;</h2><p>A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.</p><p>The indicator, dubbed by its creators the &#34;January Sentiment Effect,&#34; was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That&#39;s because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.</p><p>Entitled &#34;The January Sentiment Effect in the U.S. Stock Market,&#34; the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.</p><p>To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan&#39;s Index of Consumer Sentiment <a href=\"https://laohu8.com/S/ICS.AU\">$(ICS.AU)$</a> back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.</p><p>That&#39;s what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That&#39;s one of the bigger monthly changes in ICS&#39;s history--ranking at the 91 percentile among all monthly changes since 1978.</p><p>As a further test that consumer sentiment in January is the cause of the &#34;January Sentiment Effect,&#34; the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months&#39; sentiment changes and the stock market&#39;s returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.</p><p>Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market&#39;s direction in January predicts the market&#39;s direction over the subsequent 11 months. But, as I&#39;ve pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an &#34;ability,&#34; if not better, to foretell the market&#39;s direction over the subsequent 11 months.</p><p>In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.</p><p>Since there have been just five years since the professors&#39; study, we don&#39;t have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market&#39;s February-through-December gain was four times larger than the average comparable gain in the other four years.</p><p>The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.</p><p>January 28, 2023 08:26 ET (13:26 GMT)</p><p>Copyright (c) 2023 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306584472","content_text":"The 'January Sentiment Effect'A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.The indicator, dubbed by its creators the \"January Sentiment Effect,\" was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That's because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.Entitled \"The January Sentiment Effect in the U.S. Stock Market,\" the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan's Index of Consumer Sentiment $(ICS.AU)$ back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.That's what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That's one of the bigger monthly changes in ICS's history--ranking at the 91 percentile among all monthly changes since 1978.As a further test that consumer sentiment in January is the cause of the \"January Sentiment Effect,\" the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months' sentiment changes and the stock market's returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market's direction in January predicts the market's direction over the subsequent 11 months. But, as I've pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an \"ability,\" if not better, to foretell the market's direction over the subsequent 11 months.In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.Since there have been just five years since the professors' study, we don't have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market's February-through-December gain was four times larger than the average comparable gain in the other four years.The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.January 28, 2023 08:26 ET (13:26 GMT)Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952695205,"gmtCreate":1674669518607,"gmtModify":1676538951921,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952695205","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","pubTimestamp":1674660541,"share":"https://www.laohu8.com/m/news/2305111142?lang=&edition=full","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952367615,"gmtCreate":1674470385637,"gmtModify":1676538941767,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952367615","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://www.laohu8.com/m/news/2305604719?lang=&edition=full","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","CLMT":"卡路美","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4138":"石油与天然气的炼制和营销","WFC":"富国银行","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","MO":"奥驰亚","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","NEX":"NexTier Oilfield Solutions Inc.","BK4548":"巴美列捷福持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","ET":"Energy Transfer LP","BK4108":"电影和娱乐","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","CVI":"CVR能源","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4585":"ETF&股票定投概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002232.USD":"Allianz Global High Payout USD","HAL":"哈里伯顿","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4501":"段永平概念","BK4559":"巴菲特持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4527":"明星科技股","DIS":"迪士尼","DNOW":"NOW Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4550":"红杉资本持仓","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","COP":"康菲石油","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4207":"综合性银行","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","PM":"菲利普莫里斯","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0882574139.USD":"富达环球消费行业基金A ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952940767,"gmtCreate":1674392239759,"gmtModify":1676538939109,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952940767","repostId":"1119384060","repostType":4,"repost":{"id":"1119384060","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1674352801,"share":"https://www.laohu8.com/m/news/1119384060?lang=&edition=full","pubTime":"2023-01-22 10:00","market":"us","language":"en","title":"Apple Defies Tech Industry-Wide Massive Layoffs: Here's How Cupertino Is Avoiding Job Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1119384060","media":"Benzinga","summary":"KEY POINTSTech layoffs in under a month in the new year has numbered close to 60,000.More cuts could","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Tech layoffs in under a month in the new year has numbered close to 60,000.</li><li>More cuts could be on the horizon if the economy enters a moderate to severe recession.</li></ul><p>Many of the big techs have announced the elimination of thousands of positions as they grapple with shrinking toplines. The latest tech titan to join the league was Alphabet, Inc., with CEO Sundar Pichai shooting off an email to employees to notify them of the planned job cuts.</p><p>About 166 tech companies laid off 55,863 employees thus far in 2023, according to layoffs.fyi, a company tracking job cuts in the sector.</p><p>Apple Preserves Payrolls: <a href=\"https://laohu8.com/S/AAPL\">Apple, Inc.</a> was conspicuously absent from the list of companies cutting the fat. Has Apple weathered the economic softness better than its peers, or has it chosen to live with a dent in its profitability through the downturn?</p><p>Cupertino, just like any consumer-facing company, faces the risk of slowing demand amid an uncertain economic environment. Confidence is at depressed levels as a higher interest rate environment combined with elevated inflation leaves consumers with very little to spend, especially on discretionary items.</p><p>On the other hand, supply chain challenges also posed difficulties. Production at the main iPhone assembly plant of its supplier Hon Hai Precision Manufacturing Company Limited was impacted in the December quarter due to the COVID-19 restrictions in China. The company warned of a shipment shortfall, citing the supply-side challenge.</p><p>Wedbush analyst Daniel Ives said in a recent note that he estimates about 8 million to 9 million units of iPhones were pushed out of the December quarter.</p><p>How Apple Steered Clear Of Job Cuts: Cupertino apparently operated with the mantra of a “lean” organization, thanks to its policy of outsourcing component manufacturing and assembly. Apple had 164,000 full-time equivalent employees as of Sept. 24, 2022, according to the latest 10-K filing. This is up about 6.5% from the previous year.</p><p>Alphabet employed 186,779 by the same timeframe, up 24.5% from 150,028 in the year-ago period. Meta Platforms, Inc. had about 87,314 employees despite generating revenue only about one-third that of Apple. On a year-over-year basis, Meta boosted manpower by 28%.</p><p>Apple, which is the most valuable company in the world, has been relatively immune to macroeconomic and geopolitical setbacks. Data released by Canalys showed that iPhone’s share of the overall smartphone market climbed to a record high in the December quarter. The company thrives on its huge installed devices base, which fuels growth in its ecosystem.</p><p>Apple reported record revenue of $394.33 billion for the fiscal year that ended September 2022. Cash, cash equivalents and marketable securities (both current and non-current) totaled $169.11 billion. The numbers testify to the company’s financial might and ability to survive even amid turbulence.</p><p>Alphabet and Meta faced a far greater woe than the general consumer softness. The business models of these companies are heavily weighted toward ad revenue. As uncertainties abounded, cautious advertisers scaled back on ad spending, which in turn impacted their main revenue stream.</p><p>As a Wall Street Journal report pointed out, the companies which wielded the ax heavily were splurging on projects with long gestation periods and potential of only distant revenue. Meta for one was investing heavily in its Reality Labs virtual reality unit that is working on the metaverse.</p><p>Even if Apple chooses to reduce headcount, it could passively do so by not opting to replace employees who leave, DA Davidson analyst Tim Forte said, according to the Journal. The company may also cut back on other perks and amenities to save dollars and unlike other tech firms, Cupertino doesn&#39;t offer free lunch for employees at its corporate campus, he added.</p><p>More clarity on Apple&#39;s strategic direction in the eventuality of economic fundamentals worsening will emerge when it reports its financial results on Feb. 2. The company is widely expected to report earnings per share of $1.95, down from $2.10 a year ago and revenue of $122.05 billion, down a modest 1.50% year-over-year.</p><p>Apple shares ended Friday’s session 1.92% higher at $137.87, according to Benzinga Pro data. Since hitting a high of $182.94 in January 2022, the stock has lost about 25% to date.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Defies Tech Industry-Wide Massive Layoffs: Here's How Cupertino Is Avoiding Job Cuts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Defies Tech Industry-Wide Massive Layoffs: Here's How Cupertino Is Avoiding Job Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-01-22 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KEY POINTS</p><ul><li>Tech layoffs in under a month in the new year has numbered close to 60,000.</li><li>More cuts could be on the horizon if the economy enters a moderate to severe recession.</li></ul><p>Many of the big techs have announced the elimination of thousands of positions as they grapple with shrinking toplines. The latest tech titan to join the league was Alphabet, Inc., with CEO Sundar Pichai shooting off an email to employees to notify them of the planned job cuts.</p><p>About 166 tech companies laid off 55,863 employees thus far in 2023, according to layoffs.fyi, a company tracking job cuts in the sector.</p><p>Apple Preserves Payrolls: <a href=\"https://laohu8.com/S/AAPL\">Apple, Inc.</a> was conspicuously absent from the list of companies cutting the fat. Has Apple weathered the economic softness better than its peers, or has it chosen to live with a dent in its profitability through the downturn?</p><p>Cupertino, just like any consumer-facing company, faces the risk of slowing demand amid an uncertain economic environment. Confidence is at depressed levels as a higher interest rate environment combined with elevated inflation leaves consumers with very little to spend, especially on discretionary items.</p><p>On the other hand, supply chain challenges also posed difficulties. Production at the main iPhone assembly plant of its supplier Hon Hai Precision Manufacturing Company Limited was impacted in the December quarter due to the COVID-19 restrictions in China. The company warned of a shipment shortfall, citing the supply-side challenge.</p><p>Wedbush analyst Daniel Ives said in a recent note that he estimates about 8 million to 9 million units of iPhones were pushed out of the December quarter.</p><p>How Apple Steered Clear Of Job Cuts: Cupertino apparently operated with the mantra of a “lean” organization, thanks to its policy of outsourcing component manufacturing and assembly. Apple had 164,000 full-time equivalent employees as of Sept. 24, 2022, according to the latest 10-K filing. This is up about 6.5% from the previous year.</p><p>Alphabet employed 186,779 by the same timeframe, up 24.5% from 150,028 in the year-ago period. Meta Platforms, Inc. had about 87,314 employees despite generating revenue only about one-third that of Apple. On a year-over-year basis, Meta boosted manpower by 28%.</p><p>Apple, which is the most valuable company in the world, has been relatively immune to macroeconomic and geopolitical setbacks. Data released by Canalys showed that iPhone’s share of the overall smartphone market climbed to a record high in the December quarter. The company thrives on its huge installed devices base, which fuels growth in its ecosystem.</p><p>Apple reported record revenue of $394.33 billion for the fiscal year that ended September 2022. Cash, cash equivalents and marketable securities (both current and non-current) totaled $169.11 billion. The numbers testify to the company’s financial might and ability to survive even amid turbulence.</p><p>Alphabet and Meta faced a far greater woe than the general consumer softness. The business models of these companies are heavily weighted toward ad revenue. As uncertainties abounded, cautious advertisers scaled back on ad spending, which in turn impacted their main revenue stream.</p><p>As a Wall Street Journal report pointed out, the companies which wielded the ax heavily were splurging on projects with long gestation periods and potential of only distant revenue. Meta for one was investing heavily in its Reality Labs virtual reality unit that is working on the metaverse.</p><p>Even if Apple chooses to reduce headcount, it could passively do so by not opting to replace employees who leave, DA Davidson analyst Tim Forte said, according to the Journal. The company may also cut back on other perks and amenities to save dollars and unlike other tech firms, Cupertino doesn&#39;t offer free lunch for employees at its corporate campus, he added.</p><p>More clarity on Apple&#39;s strategic direction in the eventuality of economic fundamentals worsening will emerge when it reports its financial results on Feb. 2. The company is widely expected to report earnings per share of $1.95, down from $2.10 a year ago and revenue of $122.05 billion, down a modest 1.50% year-over-year.</p><p>Apple shares ended Friday’s session 1.92% higher at $137.87, according to Benzinga Pro data. Since hitting a high of $182.94 in January 2022, the stock has lost about 25% to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119384060","content_text":"KEY POINTSTech layoffs in under a month in the new year has numbered close to 60,000.More cuts could be on the horizon if the economy enters a moderate to severe recession.Many of the big techs have announced the elimination of thousands of positions as they grapple with shrinking toplines. The latest tech titan to join the league was Alphabet, Inc., with CEO Sundar Pichai shooting off an email to employees to notify them of the planned job cuts.About 166 tech companies laid off 55,863 employees thus far in 2023, according to layoffs.fyi, a company tracking job cuts in the sector.Apple Preserves Payrolls: Apple, Inc. was conspicuously absent from the list of companies cutting the fat. Has Apple weathered the economic softness better than its peers, or has it chosen to live with a dent in its profitability through the downturn?Cupertino, just like any consumer-facing company, faces the risk of slowing demand amid an uncertain economic environment. Confidence is at depressed levels as a higher interest rate environment combined with elevated inflation leaves consumers with very little to spend, especially on discretionary items.On the other hand, supply chain challenges also posed difficulties. Production at the main iPhone assembly plant of its supplier Hon Hai Precision Manufacturing Company Limited was impacted in the December quarter due to the COVID-19 restrictions in China. The company warned of a shipment shortfall, citing the supply-side challenge.Wedbush analyst Daniel Ives said in a recent note that he estimates about 8 million to 9 million units of iPhones were pushed out of the December quarter.How Apple Steered Clear Of Job Cuts: Cupertino apparently operated with the mantra of a “lean” organization, thanks to its policy of outsourcing component manufacturing and assembly. Apple had 164,000 full-time equivalent employees as of Sept. 24, 2022, according to the latest 10-K filing. This is up about 6.5% from the previous year.Alphabet employed 186,779 by the same timeframe, up 24.5% from 150,028 in the year-ago period. Meta Platforms, Inc. had about 87,314 employees despite generating revenue only about one-third that of Apple. On a year-over-year basis, Meta boosted manpower by 28%.Apple, which is the most valuable company in the world, has been relatively immune to macroeconomic and geopolitical setbacks. Data released by Canalys showed that iPhone’s share of the overall smartphone market climbed to a record high in the December quarter. The company thrives on its huge installed devices base, which fuels growth in its ecosystem.Apple reported record revenue of $394.33 billion for the fiscal year that ended September 2022. Cash, cash equivalents and marketable securities (both current and non-current) totaled $169.11 billion. The numbers testify to the company’s financial might and ability to survive even amid turbulence.Alphabet and Meta faced a far greater woe than the general consumer softness. The business models of these companies are heavily weighted toward ad revenue. As uncertainties abounded, cautious advertisers scaled back on ad spending, which in turn impacted their main revenue stream.As a Wall Street Journal report pointed out, the companies which wielded the ax heavily were splurging on projects with long gestation periods and potential of only distant revenue. Meta for one was investing heavily in its Reality Labs virtual reality unit that is working on the metaverse.Even if Apple chooses to reduce headcount, it could passively do so by not opting to replace employees who leave, DA Davidson analyst Tim Forte said, according to the Journal. The company may also cut back on other perks and amenities to save dollars and unlike other tech firms, Cupertino doesn't offer free lunch for employees at its corporate campus, he added.More clarity on Apple's strategic direction in the eventuality of economic fundamentals worsening will emerge when it reports its financial results on Feb. 2. The company is widely expected to report earnings per share of $1.95, down from $2.10 a year ago and revenue of $122.05 billion, down a modest 1.50% year-over-year.Apple shares ended Friday’s session 1.92% higher at $137.87, according to Benzinga Pro data. Since hitting a high of $182.94 in January 2022, the stock has lost about 25% to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956722809,"gmtCreate":1674217935402,"gmtModify":1676538931166,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956722809","repostId":"2304324623","repostType":4,"repost":{"id":"2304324623","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674201741,"share":"https://www.laohu8.com/m/news/2304324623?lang=&edition=full","pubTime":"2023-01-20 16:02","market":"hk","language":"en","title":"The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters","url":"https://stock-news.laohu8.com/highlight/detail?id=2304324623","media":"Dow Jones","summary":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress","content":"<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-20 16:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304324623","content_text":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956669997,"gmtCreate":1673995155820,"gmtModify":1676538913000,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956669997","repostId":"1122118074","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956601836,"gmtCreate":1673974703925,"gmtModify":1676538911575,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956601836","repostId":"1122118074","repostType":4,"repost":{"id":"1122118074","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673968075,"share":"https://www.laohu8.com/m/news/1122118074?lang=&edition=full","pubTime":"2023-01-17 23:07","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1122118074","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEver","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-17 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","AAPL":"苹果","DIS":"迪士尼","GOOGL":"谷歌A","SNAP":"Snap Inc","WFC":"富国银行","AMZN":"亚马逊","MSFT":"微软","NFLX":"奈飞","BAC":"美国银行","TSLA":"特斯拉","ROKU":"Roku Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122118074","content_text":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEvercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”Bernstein reiterates Tesla as underperformBernstein said it remains torn about Tesla shares.“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”Goldman Sachs reiterates Tesla as buyGoldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”Bank of America names Alphabet a top 2023 pickBank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”JPMorgan reiterates Amazon as a best ideaJPM said it’s staying bullish heading into earnings later this quarter.“Still, AMZN remains our Best Idea & we remain confident the company can re-accelerate revenue growth & expand operating margins in 2023, driven primarily by Retail improvement.”Wells Fargo downgrades Pfizer to equal weight from overweightWells said Pfizer’s stock needs a “reset” before it can work again.“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”Goldman Sachs reiterates Microsoft as buyGoldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”UBS reiterates Disney as buyUBS said it’s bullish heading into Disney earnings in early February.“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow & linear is impacted by a mixed ad environment.”Evercore ISI reiterates Netflix as outperformEvercore said it’s staying bullish heading into Netflix earnings Thursday.“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”JMP downgrades Snap to market perform from market outperformJMP downgraded the stock due to rising competition concerns.“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweightPiper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”Truist downgrades Roku to hold from buyTruist said Roku’s valuation is full.“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958542730,"gmtCreate":1673788668421,"gmtModify":1676538885469,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958542730","repostId":"1154012681","repostType":4,"repost":{"id":"1154012681","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673754652,"share":"https://www.laohu8.com/m/news/1154012681?lang=&edition=full","pubTime":"2023-01-15 11:50","market":"us","language":"en","title":"Boeing Q4 Earnings Preview: Strong Q4 Plane Deliveries May Help It to Return to Profitability","url":"https://stock-news.laohu8.com/highlight/detail?id=1154012681","media":"Tiger Newspress","summary":"Boeing had its best quarter of plane deliveries since 2018, Wall Street expected Boeing to return to","content":"<html><head></head><body><blockquote>Boeing had its best quarter of plane deliveries since 2018, Wall Street expected Boeing to return to profitability and post earnings of $0.37 per share in Q4, and its operating cash flows will likely remain strong.</blockquote><p><b><a href=\"https://laohu8.com/S/BA\">Boeing</a></b> is scheduled to announce Q4 earnings results before the market opens on Wednesday, January 25.</p><h2>Latest Results</h2><p>It reported a $5.49 loss per share in Q3, compared with a loss of 19 cents a share in the same period last year, revenue was $15.956 billion, compared with $15.278 billion in the year-ago quarter.</p><h2>Q4 Guidance</h2><p>The company said it continues to expect positive free cash flow for 2022. Its CEO cut his full-year target for MAX deliveries to 375, from the low 400s previously.</p><p>Analysts expect Boeing to post earnings of $0.37 per share in Q4. Wall Street expects Boeing to return to profitability, while its operating cash flows will likely remain strong, reflecting higher commercial airplane deliveries.</p><h2>Boeing Just Had Its Best Quarter of Plane Deliveries Since 2018</h2><p>The company delivered 69 planes in December and 152 planes in Q4. That&#39;s the highest quarterly delivery figure since 2018 Q4 when Boeing delivered 238 planes.</p><p>For the full year, Boeing delivered 480 jets in 2022, up from 340 delivered in 2021. Boeing delivered 806 jets in 2018, the year before any impact from the 737 MAX&#39;s grounding or the Covid-19 pandemic, and received net 774 commercial orders in 2022.</p><h2>Focus on Increased Debt and FCF in Q4</h2><p>Substantial debt was added during the Covid pandemic, such that the Q3 enterprise value is $43 billion higher than the market cap. Back in 2018, the net debt load was reasonable, such that the enterprise value was only about $5.4 billion more than the market cap.</p><p>Another thing to mention is that its FCF. The November 2022 Investor Conference presentation shows that FCF inQ4 is expected to be about $2.5 billion, such that the full year FCF for 2022 should be around $1.5 to $2 billion; FCF in 2023 should be $3 to $5 billion; while the FCF objective for 2025/2026 is about $10 billion.</p><h2>Analyst Opinions</h2><p>Morgan Stanley analyst Kristine T. Liwag downgraded it to Equal-weight from Overweight but raised its price target to $220 from $213. Despite the strong demand for aircraft, it saw the supply chain as a bottleneck for further production/delivery increases, which is the key milestone for cash generation, and its valuation on a free cash flow basis typically peaks in anticipation of a significant improvement in free cash flow.</p><p>JP Morgan analyst Seth Seifman reiterated an Overweight rating and raised the price target from $200 to $207. Q4 deliveries leave Boeing well-positioned to meet or exceed the Q4 Free Cash Flow guide of about $2.5 billion, and the company can reach the higher end of guidance for 70-80 787 deliveries in 2023.</p><p>Wells Fargo maintained an Overweight rating and raised its price target to $240 from $218, it stated that strong cash generation through 2025 as new aircraft investment drops to new lows, production returns to high rate and mix improves, and it has under-supplied the market for new passenger jets since the MAX groundings in 2019. Moreover, the reopening of China also removed other major bottlenecks to growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Q4 Earnings Preview: Strong Q4 Plane Deliveries May Help It to Return to Profitability</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Q4 Earnings Preview: Strong Q4 Plane Deliveries May Help It to Return to Profitability\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-15 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Boeing had its best quarter of plane deliveries since 2018, Wall Street expected Boeing to return to profitability and post earnings of $0.37 per share in Q4, and its operating cash flows will likely remain strong.</blockquote><p><b><a href=\"https://laohu8.com/S/BA\">Boeing</a></b> is scheduled to announce Q4 earnings results before the market opens on Wednesday, January 25.</p><h2>Latest Results</h2><p>It reported a $5.49 loss per share in Q3, compared with a loss of 19 cents a share in the same period last year, revenue was $15.956 billion, compared with $15.278 billion in the year-ago quarter.</p><h2>Q4 Guidance</h2><p>The company said it continues to expect positive free cash flow for 2022. Its CEO cut his full-year target for MAX deliveries to 375, from the low 400s previously.</p><p>Analysts expect Boeing to post earnings of $0.37 per share in Q4. Wall Street expects Boeing to return to profitability, while its operating cash flows will likely remain strong, reflecting higher commercial airplane deliveries.</p><h2>Boeing Just Had Its Best Quarter of Plane Deliveries Since 2018</h2><p>The company delivered 69 planes in December and 152 planes in Q4. That&#39;s the highest quarterly delivery figure since 2018 Q4 when Boeing delivered 238 planes.</p><p>For the full year, Boeing delivered 480 jets in 2022, up from 340 delivered in 2021. Boeing delivered 806 jets in 2018, the year before any impact from the 737 MAX&#39;s grounding or the Covid-19 pandemic, and received net 774 commercial orders in 2022.</p><h2>Focus on Increased Debt and FCF in Q4</h2><p>Substantial debt was added during the Covid pandemic, such that the Q3 enterprise value is $43 billion higher than the market cap. Back in 2018, the net debt load was reasonable, such that the enterprise value was only about $5.4 billion more than the market cap.</p><p>Another thing to mention is that its FCF. The November 2022 Investor Conference presentation shows that FCF inQ4 is expected to be about $2.5 billion, such that the full year FCF for 2022 should be around $1.5 to $2 billion; FCF in 2023 should be $3 to $5 billion; while the FCF objective for 2025/2026 is about $10 billion.</p><h2>Analyst Opinions</h2><p>Morgan Stanley analyst Kristine T. Liwag downgraded it to Equal-weight from Overweight but raised its price target to $220 from $213. Despite the strong demand for aircraft, it saw the supply chain as a bottleneck for further production/delivery increases, which is the key milestone for cash generation, and its valuation on a free cash flow basis typically peaks in anticipation of a significant improvement in free cash flow.</p><p>JP Morgan analyst Seth Seifman reiterated an Overweight rating and raised the price target from $200 to $207. Q4 deliveries leave Boeing well-positioned to meet or exceed the Q4 Free Cash Flow guide of about $2.5 billion, and the company can reach the higher end of guidance for 70-80 787 deliveries in 2023.</p><p>Wells Fargo maintained an Overweight rating and raised its price target to $240 from $218, it stated that strong cash generation through 2025 as new aircraft investment drops to new lows, production returns to high rate and mix improves, and it has under-supplied the market for new passenger jets since the MAX groundings in 2019. Moreover, the reopening of China also removed other major bottlenecks to growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154012681","content_text":"Boeing had its best quarter of plane deliveries since 2018, Wall Street expected Boeing to return to profitability and post earnings of $0.37 per share in Q4, and its operating cash flows will likely remain strong.Boeing is scheduled to announce Q4 earnings results before the market opens on Wednesday, January 25.Latest ResultsIt reported a $5.49 loss per share in Q3, compared with a loss of 19 cents a share in the same period last year, revenue was $15.956 billion, compared with $15.278 billion in the year-ago quarter.Q4 GuidanceThe company said it continues to expect positive free cash flow for 2022. Its CEO cut his full-year target for MAX deliveries to 375, from the low 400s previously.Analysts expect Boeing to post earnings of $0.37 per share in Q4. Wall Street expects Boeing to return to profitability, while its operating cash flows will likely remain strong, reflecting higher commercial airplane deliveries.Boeing Just Had Its Best Quarter of Plane Deliveries Since 2018The company delivered 69 planes in December and 152 planes in Q4. That's the highest quarterly delivery figure since 2018 Q4 when Boeing delivered 238 planes.For the full year, Boeing delivered 480 jets in 2022, up from 340 delivered in 2021. Boeing delivered 806 jets in 2018, the year before any impact from the 737 MAX's grounding or the Covid-19 pandemic, and received net 774 commercial orders in 2022.Focus on Increased Debt and FCF in Q4Substantial debt was added during the Covid pandemic, such that the Q3 enterprise value is $43 billion higher than the market cap. Back in 2018, the net debt load was reasonable, such that the enterprise value was only about $5.4 billion more than the market cap.Another thing to mention is that its FCF. The November 2022 Investor Conference presentation shows that FCF inQ4 is expected to be about $2.5 billion, such that the full year FCF for 2022 should be around $1.5 to $2 billion; FCF in 2023 should be $3 to $5 billion; while the FCF objective for 2025/2026 is about $10 billion.Analyst OpinionsMorgan Stanley analyst Kristine T. Liwag downgraded it to Equal-weight from Overweight but raised its price target to $220 from $213. Despite the strong demand for aircraft, it saw the supply chain as a bottleneck for further production/delivery increases, which is the key milestone for cash generation, and its valuation on a free cash flow basis typically peaks in anticipation of a significant improvement in free cash flow.JP Morgan analyst Seth Seifman reiterated an Overweight rating and raised the price target from $200 to $207. Q4 deliveries leave Boeing well-positioned to meet or exceed the Q4 Free Cash Flow guide of about $2.5 billion, and the company can reach the higher end of guidance for 70-80 787 deliveries in 2023.Wells Fargo maintained an Overweight rating and raised its price target to $240 from $218, it stated that strong cash generation through 2025 as new aircraft investment drops to new lows, production returns to high rate and mix improves, and it has under-supplied the market for new passenger jets since the MAX groundings in 2019. Moreover, the reopening of China also removed other major bottlenecks to growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958042826,"gmtCreate":1673597048165,"gmtModify":1676538862067,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958042826","repostId":"1110640375","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951814525,"gmtCreate":1673447245167,"gmtModify":1676538838164,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951814525","repostId":"2302071224","repostType":4,"repost":{"id":"2302071224","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673437980,"share":"https://www.laohu8.com/m/news/2302071224?lang=&edition=full","pubTime":"2023-01-11 19:53","market":"us","language":"en","title":"Airline Stocks Fell Premarket After FAA Says All U.S. Flights Grounded Over Computer Outage","url":"https://stock-news.laohu8.com/highlight/detail?id=2302071224","media":"Dow Jones","summary":"Airlines stocks fell across the board in premarket trade Wednesday, after the Federal Aviation Admin","content":"<html><head></head><body><p>Airlines stocks fell across the board in premarket trade Wednesday, after the Federal Aviation Administration said  a computer outage had led to all U.S. fights being grounded. </p><p>The agency said on its website that its &#34;Notice to Air Missions&#34; system has been activated &#34;to address the equipment outage issues for the U.S. NOTAM system.&#34; A NOTAM is a notice for workers engaged in flight operations. </p><p>There was no indication of when service might be restored. </p><p>Southwest Airlines JCo. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> led the decliners, falling 2.79%. American Airlines Group Inc. <a href=\"https://laohu8.com/S/AAL\">$(AAL)$</a> was down 1.32%, United Airlines Holdings Inc. <a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a> was down 1.09% and Delta Air Lines Inc.  <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> was down 0.87%. The <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> was down 0.94% and has fallen 14% in the last 12 months, while the S&amp;P 500  has fallen 17%.</p><p><img src=\"https://static.tigerbbs.com/2d05a1af7ccad825059af66ab38febe2\" tg-width=\"261\" tg-height=\"224\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airline Stocks Fell Premarket After FAA Says All U.S. Flights Grounded Over Computer Outage</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\">\nAirline Stocks Fell Premarket After FAA Says All U.S. Flights Grounded Over Computer Outage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-11 19:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Airlines stocks fell across the board in premarket trade Wednesday, after the Federal Aviation Administration said  a computer outage had led to all U.S. fights being grounded. </p><p>The agency said on its website that its &#34;Notice to Air Missions&#34; system has been activated &#34;to address the equipment outage issues for the U.S. NOTAM system.&#34; A NOTAM is a notice for workers engaged in flight operations. </p><p>There was no indication of when service might be restored. </p><p>Southwest Airlines JCo. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> led the decliners, falling 2.79%. American Airlines Group Inc. <a href=\"https://laohu8.com/S/AAL\">$(AAL)$</a> was down 1.32%, United Airlines Holdings Inc. <a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a> was down 1.09% and Delta Air Lines Inc.  <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> was down 0.87%. The <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> was down 0.94% and has fallen 14% in the last 12 months, while the S&amp;P 500  has fallen 17%.</p><p><img src=\"https://static.tigerbbs.com/2d05a1af7ccad825059af66ab38febe2\" tg-width=\"261\" tg-height=\"224\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4008":"航空公司","CRCT":"Cricut, Inc.","BK4547":"WSB热门概念","DAL":"达美航空","BK4585":"ETF&股票定投概念","JETS":"U.S. Global Jets ETF","BK4139":"生物科技","AAL":"美国航空","TERN":"Terns Pharmaceuticals, Inc.","BK4539":"次新股","BK4500":"航空公司","BK4007":"制药","JBLU":"捷蓝航空","BOLT":"Bolt Biotherapeutics, Inc.","LUV":"西南航空","UAL":"联合大陆航空","BK4191":"家用电器"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302071224","content_text":"Airlines stocks fell across the board in premarket trade Wednesday, after the Federal Aviation Administration said  a computer outage had led to all U.S. fights being grounded. The agency said on its website that its \"Notice to Air Missions\" system has been activated \"to address the equipment outage issues for the U.S. NOTAM system.\" A NOTAM is a notice for workers engaged in flight operations. There was no indication of when service might be restored. Southwest Airlines JCo. $(LUV)$ led the decliners, falling 2.79%. American Airlines Group Inc. $(AAL)$ was down 1.32%, United Airlines Holdings Inc. $(UAL)$ was down 1.09% and Delta Air Lines Inc.  $(DAL)$ was down 0.87%. The U.S. Global Jets ETF was down 0.94% and has fallen 14% in the last 12 months, while the S&P 500  has fallen 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951980004,"gmtCreate":1673374248708,"gmtModify":1676538826960,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951980004","repostId":"1150400563","repostType":4,"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953667497,"gmtCreate":1673239966919,"gmtModify":1676538804342,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953667497","repostId":"9953665467","repostType":1,"repost":{"id":9953665467,"gmtCreate":1673239524460,"gmtModify":1676538804276,"author":{"id":"3581973193946918","authorId":"3581973193946918","name":"onlyYou","avatar":"https://community-static.tradeup.com/news/0108e9ddac2049295967c2731569e0d5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"U.S. stocks advanced Friday after the December jobs report and an economic activity survey showed signs that inflation may be cooling, signaling that the Federal Reserve's interest rate hikes are having their intended effect. The Dow Jones Industrial Average increased 700.53 points, or 2.13%, to close at 33,630.61. The S&amp;P 500 ended up 86.98 points, or 2.28%, to 3,895.08. The Nasdaq Composite added 2.6%, which equates to 264.05, to end at 10,569.29. It was the best day for the Dow and S&amp;P 500 since Nov. 30 and the best for the Nasdaq since Dec. 29. Every Dow component ended Friday up. Friday's rally helped stocks end in positive territory for the week, which was the first of the year. The Dow and S&amp;P 500 each closed the week up 1.5%. The Nasdaq advanced 1%. The December nonfarm","listText":"U.S. stocks advanced Friday after the December jobs report and an economic activity survey showed signs that inflation may be cooling, signaling that the Federal Reserve's interest rate hikes are having their intended effect. The Dow Jones Industrial Average increased 700.53 points, or 2.13%, to close at 33,630.61. The S&amp;P 500 ended up 86.98 points, or 2.28%, to 3,895.08. The Nasdaq Composite added 2.6%, which equates to 264.05, to end at 10,569.29. It was the best day for the Dow and S&amp;P 500 since Nov. 30 and the best for the Nasdaq since Dec. 29. Every Dow component ended Friday up. Friday's rally helped stocks end in positive territory for the week, which was the first of the year. The Dow and S&amp;P 500 each closed the week up 1.5%. The Nasdaq advanced 1%. The December nonfarm","text":"U.S. stocks advanced Friday after the December jobs report and an economic activity survey showed signs that inflation may be cooling, signaling that the Federal Reserve's interest rate hikes are having their intended effect. The Dow Jones Industrial Average increased 700.53 points, or 2.13%, to close at 33,630.61. The S&P 500 ended up 86.98 points, or 2.28%, to 3,895.08. The Nasdaq Composite added 2.6%, which equates to 264.05, to end at 10,569.29. It was the best day for the Dow and S&P 500 since Nov. 30 and the best for the Nasdaq since Dec. 29. Every Dow component ended Friday up. Friday's rally helped stocks end in positive territory for the week, which was the first of the year. The Dow and S&P 500 each closed the week up 1.5%. The Nasdaq advanced 1%. The December nonfarm","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953665467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953667516,"gmtCreate":1673239925935,"gmtModify":1676538804333,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953667516","repostId":"2302713787","repostType":4,"repost":{"id":"2302713787","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673217587,"share":"https://www.laohu8.com/m/news/2302713787?lang=&edition=full","pubTime":"2023-01-09 06:39","market":"us","language":"en","title":"Inflation Data, Banks Kick off Earnings Season: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2302713787","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the sta","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Banks Kick off Earnings Season: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Banks Kick off Earnings Season: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-09 06:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4008":"航空公司","C":"花旗","DAL":"达美航空","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","BK4585":"ETF&股票定投概念","BAC":"美国银行","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金",".DJI":"道琼斯","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD",".IXIC":"NASDAQ Composite","BK4211":"区域性银行","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD",".SPX":"S&P 500 Index","WFC":"富国银行","LU0557290698.USD":"施罗德环球可持续增长基金","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BLK":"贝莱德","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4154":"管理型保健护理","LU0238689110.USD":"贝莱德环球动力股票基金","JPM":"摩根大通","BK4207":"综合性银行","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","UNH":"联合健康","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","TLRY":"Tilray Inc.","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302713787","content_text":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n\n\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n\n\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n\n\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n\n\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n\n\n     Monday 1/9 \n\n\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n\n\n     Tuesday 1/10 \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n\n\n     Wednesday 1/11 \n\n\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n\n\n     Thursday 1/12 \n\n\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n\n\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n\n\n     Friday 1/13 \n\n\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n\n\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n\n\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2023 18:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953182934,"gmtCreate":1673190193428,"gmtModify":1676538796914,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953182934","repostId":"2301758184","repostType":4,"repost":{"id":"2301758184","pubTimestamp":1673139928,"share":"https://www.laohu8.com/m/news/2301758184?lang=&edition=full","pubTime":"2023-01-08 09:05","market":"us","language":"en","title":"Twitter Cuts More Staff Overseeing Global Content Moderation","url":"https://stock-news.laohu8.com/highlight/detail?id=2301758184","media":"Bloomberg","summary":"At least a dozen people were laid off from Twitter late FridayThose cut include staff handling misin","content":"<html><head></head><body><ul><li>At least a dozen people were laid off from Twitter late Friday</li><li>Those cut include staff handling misinformation, state media</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/851fbac8c49d1ab1c0a5f3b9ed68616f\" tg-width=\"1000\" tg-height=\"665\" width=\"100%\" height=\"auto\"/><span>Twitter headquarters in San Francisco.Photographer: David Paul Morris/Bloomberg</span></p><p>Twitter Inc., under new owner Elon Musk, has made deeper cuts into its already radically diminished trust and safety team handling global content moderation, as well as to the unit related to hate speech and harassment, according to people familiar with the matter.</p><p>At least a dozen more cuts on Friday night affected workers in the company’s Dublin and Singapore offices, according to the people, who asked not to be identified discussing non-public changes. They included Nur Azhar Bin Ayob, the head of site integrity for Twitter’s Asia-Pacific region, a relatively recent hire; and Analuisa Dominguez, Twitter’s senior director of revenue policy.</p><p>Workers on teams handling the social network’s misinformation policy, global appeals and state media on the platform were also eliminated.</p><p>Ella Irwin, Twitter’s head of trust and safety, confirmed several members of the teams were cut but denied that they targeted some of the areas mentioned by Bloomberg.</p><p>“It made more sense to consolidate teams under one leader (instead of two) for example,” Irwin said in an emailed response to a request for comment.</p><p>She said Twitter did eliminate roles in areas of the company that didn’t get enough “volume” to justify continued support. But she said that Twitter had increased staffing in its appeals department, and that it would continue to have a head of revenue policy and a head for the platform’s Asia-Pacific region for trust and safety.</p><p>Musk bought Twitter for $44 billion in October, partly financing the deal with almost $13 billion of debtth at entailed interest repayments of around $1.5 billion a year. He has since embarked on a frantic mission to revamp the social-media platform, which he has said is at risk of going bankrupt and was losing $4 million a day as of early November.</p><p>Speaking on a Twitter Spaces event last month, the mercurial entrepreneur likened the company to a“plane that is headed towards the ground at high speed with the engines on fire and the controls don’t work.”</p><p>Since taking over the company, Musk has overseen firings or departures of roughly 5,000 of Twitter’s 7,500 employees and instituted a “hardcore” work environment for those remaining.</p><p>Twitter faces multiple suits over unpaid bills, including for private chartered plane flights, software services and rent at one of its San Francisco offices.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Cuts More Staff Overseeing Global Content Moderation</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\">\nTwitter Cuts More Staff Overseeing Global Content Moderation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-07/elon-musk-cuts-more-twitter-staff-overseeing-content-moderation?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At least a dozen people were laid off from Twitter late FridayThose cut include staff handling misinformation, state mediaTwitter headquarters in San Francisco.Photographer: David Paul Morris/...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-07/elon-musk-cuts-more-twitter-staff-overseeing-content-moderation?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","BK4111":"出版","TWTR":"Twitter","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4516":"特朗普概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-07/elon-musk-cuts-more-twitter-staff-overseeing-content-moderation?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301758184","content_text":"At least a dozen people were laid off from Twitter late FridayThose cut include staff handling misinformation, state mediaTwitter headquarters in San Francisco.Photographer: David Paul Morris/BloombergTwitter Inc., under new owner Elon Musk, has made deeper cuts into its already radically diminished trust and safety team handling global content moderation, as well as to the unit related to hate speech and harassment, according to people familiar with the matter.At least a dozen more cuts on Friday night affected workers in the company’s Dublin and Singapore offices, according to the people, who asked not to be identified discussing non-public changes. They included Nur Azhar Bin Ayob, the head of site integrity for Twitter’s Asia-Pacific region, a relatively recent hire; and Analuisa Dominguez, Twitter’s senior director of revenue policy.Workers on teams handling the social network’s misinformation policy, global appeals and state media on the platform were also eliminated.Ella Irwin, Twitter’s head of trust and safety, confirmed several members of the teams were cut but denied that they targeted some of the areas mentioned by Bloomberg.“It made more sense to consolidate teams under one leader (instead of two) for example,” Irwin said in an emailed response to a request for comment.She said Twitter did eliminate roles in areas of the company that didn’t get enough “volume” to justify continued support. But she said that Twitter had increased staffing in its appeals department, and that it would continue to have a head of revenue policy and a head for the platform’s Asia-Pacific region for trust and safety.Musk bought Twitter for $44 billion in October, partly financing the deal with almost $13 billion of debtth at entailed interest repayments of around $1.5 billion a year. He has since embarked on a frantic mission to revamp the social-media platform, which he has said is at risk of going bankrupt and was losing $4 million a day as of early November.Speaking on a Twitter Spaces event last month, the mercurial entrepreneur likened the company to a“plane that is headed towards the ground at high speed with the engines on fire and the controls don’t work.”Since taking over the company, Musk has overseen firings or departures of roughly 5,000 of Twitter’s 7,500 employees and instituted a “hardcore” work environment for those remaining.Twitter faces multiple suits over unpaid bills, including for private chartered plane flights, software services and rent at one of its San Francisco offices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9935779299,"gmtCreate":1663149152312,"gmtModify":1676537214646,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9935779299","repostId":"1149181698","repostType":4,"repost":{"id":"1149181698","pubTimestamp":1663147019,"share":"https://www.laohu8.com/m/news/1149181698?lang=&edition=full","pubTime":"2022-09-14 17:16","market":"us","language":"en","title":"After $1.5 Trillion Post-CPI Rout, US Stocks Are Set for Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=1149181698","media":"Bloomberg","summary":"Higher-than-expected August CPI rattled financial marketsNasdaq 100 fell 5.5% in biggest drop since ","content":"<html><head></head><body><ul><li>Higher-than-expected August CPI rattled financial markets</li><li>Nasdaq 100 fell 5.5% in biggest drop since March 2020</li></ul><p>US stock-index futures were set to recoup some of the losses brought on by a hotter-than-expected inflation report that wiped more than $1.5 trillion off the S&amp;P 500 on Tuesday, nearly erasing a four-day rally.</p><p>Contracts on the S&amp;P 500 gained 0.6% at 4:45 a.m. in New York after the underlying index plunged 4.3%, its biggest drop since June 2020. The data added to concern the Federal Reserve will need to push interest rates much higher to contain price pressures, raising the risk of a recession. Nasdaq 100 futures rose 0.6% after the tech-heavy gauge tumbled 5.5% in its worst day since March 2020. In premarket trading, tech giants including Apple Inc. and Microsoft Corp. climbed.</p><p>While the magnitude of Tuesday’s drop was impressive, the S&amp;P 500 only reversed gains made in the previous four sessions that had been fueled by expectations of a softer reading on the US consumer price index. Investors have been waiting for any sign of peak inflation to come back to the equity market, and the lack of a surge in the VIX index -- known as the “fear gauge” -- also shows that Tuesday’s selloff was more a recalibration of expectations than panic selling.</p><p>All eyes will be on the Fed decision next week, with swaps traders certain the central bank will raise interest rates three-quarters of a percentage point. Some wagers are appearing for a full-point move.</p><p>The selling on Tuesday was most acute in the more speculative corners of the market that are particularly sensitive to higher interest rates. Technology falls into this category because the stock prices are based on expected future earnings, which are devalued when interest rates rise. Every single stock on the Nasdaq 100 was in the red on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/ef2762e7b077fb03581d1f2b26ad11bd\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>“Multiple compression will continue as long as we have sticky inflation,” said Marija Veitmane, a senior strategist at State Street Global Markets. “Profits will crater. We still see a lot of downside on equities.”</p><p>Central banks need to slow demand and cause pain in the economy to rein in inflation, she told Bloomberg Television. The longer recession is delayed, the harder it will be, she said.</p><p>“The equity rally over the past week was based more on sentiment than a material change in the underlying economic drivers,” UBS Global Wealth Management strategists led by Mark Haefele wrote in a note. “Tuesday’s selloff is a reminder that a sustained rally is likely to require clear evidence that inflation is on a downward trend.”</p><p>They expect the Fed to succeed in cooling inflation and the labor market through their commitment to raising rates even if it’s at the expense of growth.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After $1.5 Trillion Post-CPI Rout, US Stocks Are Set for Bounce</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\">\nAfter $1.5 Trillion Post-CPI Rout, US Stocks Are Set for Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 17:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-13/u-s-stock-futures-little-changed-aditxt-conformis-gain><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Higher-than-expected August CPI rattled financial marketsNasdaq 100 fell 5.5% in biggest drop since March 2020US stock-index futures were set to recoup some of the losses brought on by a hotter-than-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/u-s-stock-futures-little-changed-aditxt-conformis-gain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-09-13/u-s-stock-futures-little-changed-aditxt-conformis-gain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149181698","content_text":"Higher-than-expected August CPI rattled financial marketsNasdaq 100 fell 5.5% in biggest drop since March 2020US stock-index futures were set to recoup some of the losses brought on by a hotter-than-expected inflation report that wiped more than $1.5 trillion off the S&P 500 on Tuesday, nearly erasing a four-day rally.Contracts on the S&P 500 gained 0.6% at 4:45 a.m. in New York after the underlying index plunged 4.3%, its biggest drop since June 2020. The data added to concern the Federal Reserve will need to push interest rates much higher to contain price pressures, raising the risk of a recession. Nasdaq 100 futures rose 0.6% after the tech-heavy gauge tumbled 5.5% in its worst day since March 2020. In premarket trading, tech giants including Apple Inc. and Microsoft Corp. climbed.While the magnitude of Tuesday’s drop was impressive, the S&P 500 only reversed gains made in the previous four sessions that had been fueled by expectations of a softer reading on the US consumer price index. Investors have been waiting for any sign of peak inflation to come back to the equity market, and the lack of a surge in the VIX index -- known as the “fear gauge” -- also shows that Tuesday’s selloff was more a recalibration of expectations than panic selling.All eyes will be on the Fed decision next week, with swaps traders certain the central bank will raise interest rates three-quarters of a percentage point. Some wagers are appearing for a full-point move.The selling on Tuesday was most acute in the more speculative corners of the market that are particularly sensitive to higher interest rates. Technology falls into this category because the stock prices are based on expected future earnings, which are devalued when interest rates rise. Every single stock on the Nasdaq 100 was in the red on Tuesday.“Multiple compression will continue as long as we have sticky inflation,” said Marija Veitmane, a senior strategist at State Street Global Markets. “Profits will crater. We still see a lot of downside on equities.”Central banks need to slow demand and cause pain in the economy to rein in inflation, she told Bloomberg Television. The longer recession is delayed, the harder it will be, she said.“The equity rally over the past week was based more on sentiment than a material change in the underlying economic drivers,” UBS Global Wealth Management strategists led by Mark Haefele wrote in a note. “Tuesday’s selloff is a reminder that a sustained rally is likely to require clear evidence that inflation is on a downward trend.”They expect the Fed to succeed in cooling inflation and the labor market through their commitment to raising rates even if it’s at the expense of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165213286,"gmtCreate":1624146064045,"gmtModify":1703829278839,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like n comment thanks&nbsp;","listText":"Like n comment thanks&nbsp;","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/165213286","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582098535588483","authorId":"3582098535588483","name":"GuangLie","avatar":"https://static.tigerbbs.com/18cf8f526c9fa48e66d561a9c5c81781","crmLevel":1,"crmLevelSwitch":0},"content":"Like and comment, please..","text":"Like and comment, please..","html":"Like and comment, please.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182781585,"gmtCreate":1623618468147,"gmtModify":1704206936578,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/182781585","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","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":1623441637,"share":"https://www.laohu8.com/m/news/2142204074?lang=&edition=full","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\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\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953667516,"gmtCreate":1673239925935,"gmtModify":1676538804333,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953667516","repostId":"2302713787","repostType":4,"repost":{"id":"2302713787","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673217587,"share":"https://www.laohu8.com/m/news/2302713787?lang=&edition=full","pubTime":"2023-01-09 06:39","market":"us","language":"en","title":"Inflation Data, Banks Kick off Earnings Season: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2302713787","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the sta","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Banks Kick off Earnings Season: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Banks Kick off Earnings Season: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-09 06:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4154":"管理型保健护理","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4207":"综合性银行","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","JPM":"摩根大通","LU0238689110.USD":"贝莱德环球动力股票基金","LU0097036916.USD":"贝莱德美国增长A2 USD","DAL":"达美航空","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","C":"花旗","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BAC":"美国银行","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","UNH":"联合健康","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","WFC":"富国银行","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","TLRY":"Tilray Inc.",".DJI":"道琼斯","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD",".IXIC":"NASDAQ Composite","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","BLK":"贝莱德","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","BK4008":"航空公司","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302713787","content_text":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n\n\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n\n\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n\n\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n\n\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n\n\n     Monday 1/9 \n\n\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n\n\n     Tuesday 1/10 \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n\n\n     Wednesday 1/11 \n\n\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n\n\n     Thursday 1/12 \n\n\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n\n\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n\n\n     Friday 1/13 \n\n\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n\n\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n\n\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2023 18:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079893828,"gmtCreate":1657165396164,"gmtModify":1676535962911,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079893828","repostId":"2249546463","repostType":4,"repost":{"id":"2249546463","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657149693,"share":"https://www.laohu8.com/m/news/2249546463?lang=&edition=full","pubTime":"2022-07-07 07:21","market":"us","language":"en","title":"Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed","url":"https://stock-news.laohu8.com/highlight/detail?id=2249546463","media":"Dow Jones","summary":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkish","content":"<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-07 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249546463","content_text":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkishness,' according to Sevens ReportGrowth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.\"While it's too early to declare the value outperformance 'over,' we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,\" said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. \"If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed 'peak hawkishness.'\"Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and \"a recession is a distinct possibility,\" said Tom Graff, head of investments at Facet Wealth, by phone.The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.Read:Fed's Waller backs another jumbo 75 bp interest-rate hike in JulyBut now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.Recession worriesThe yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.In Graff's view, the corporate bond market also has been flashing recession concerns.\"Investment-grade corporate spreads are about as wide as they've been any time\" outside of a  recession in the last 25 years, said Graff. That doesn't mean there's \"100% odds\" of an economic contraction, he said, \"but it's definitely clearly showing credit markets think there's a risk.\"Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.\"U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,\" said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. \"Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.\"Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&P 500 dropped 20.6%.Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they've recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.Upcoming company earnings reports for the second quarter should give investors a \"clearer picture\" of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.\"Some amount of earnings slowdown is priced in,\" he said of the equities market. \"In our view, if earnings are mildly lower in the second half but companies see them rebounding in '23, that's probably a pretty good outcome for stocks.\"In prior recessions, the average earnings drop for the S&P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock's chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.\"We are not calling for a recession, but we are cognizant that the risks of a recession are rising,\" DeSpirito said in the note. \"The Fed is tightening monetary policy, bringing an end to 'easy money' policies,\" he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to \"erode household savings\" and \"inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.\"All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed's last policy meeting. The S&P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967648880,"gmtCreate":1670324096940,"gmtModify":1676538344169,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967648880","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","pubTimestamp":1670340722,"share":"https://www.laohu8.com/m/news/2289816897?lang=&edition=full","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZUN":"宝尊电商","COIN":"Coinbase Global, Inc.","AVAV":"AeroVironment公司"},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960216405,"gmtCreate":1668171709707,"gmtModify":1676538023944,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960216405","repostId":"1129448010","repostType":4,"repost":{"id":"1129448010","pubTimestamp":1668180841,"share":"https://www.laohu8.com/m/news/1129448010?lang=&edition=full","pubTime":"2022-11-11 23:34","market":"us","language":"en","title":"CPI: A Relief For Markets But Details Only Moderately Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1129448010","media":"Seeking Alpha","summary":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI)","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).</li><li>All Items and Core CPI inflation were significantly below expectations.</li><li>Results were significantly impacted by &#34;one-off&#34; results in a few volatile items.</li><li>Overall, the report should be received with &#34;relief&#34; by bond and equity markets.  This month’s CPI should provide a &#34;window of opportunity&#34; - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.</li></ul><p><b>Summary Data and Analysis</b></p><p>Figure 1 below highlights key summary data and analysis for this month’s All Items CPI.</p><p><b>Figure 1: All Items: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/ac944013c561cbd51419e48b3b0191d4\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>All Items CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.</p><p>Figure 2 below highlights key summary data and analysis for this month’s Core CPI.</p><p><b>Figure 2: Core: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/6f264b104d5a955d3fb515054f5dece2\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>Core CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.</p><p><b>Analysis of Contributions of Key Aggregate Components of CPI</b></p><p>In Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.</p><p><b>Figure 3: Analysis of Key Aggregate Components of CPI</b></p><p><img src=\"https://static.tigerbbs.com/8c424208ff68f6001105ee86af25625a\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\"/></p><p>Aggregate CPI Component Analysis(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>We will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.</p><p>As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.</p><p><b>Analysis of CPI Components that Contributed Most to Change &amp; Acceleration of CPI</b></p><p>In the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.</p><p><b>Figure 4: Top Contributors to MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/1c5eb11c7ef16be2432eb9d0345e7896\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>One thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered &#34;one-offs&#34;. For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.</p><p>In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.</p><p><b>Figure 5: Top Contributors to MoM Acceleration</b></p><p><img src=\"https://static.tigerbbs.com/12530cb431b76e29e34a948288b58b42\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Acceleration Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>As can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and &#34;surprise&#34; for the month.</p><p>Also, somewhat notable, was the deceleration in Owner&#39;s Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.</p><p>It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.</p><p><b>Top Movers</b></p><p>In Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.</p><p><b>Figure 6: Top Movers MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/d770ddfdf887ba1577ae1e942d27d45e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Movers(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p><b>Implications for Policy and Economic Performance</b></p><p>In this section, we review the potential implications of this month’s CPI report on policy (monetary &amp; or fiscal) and the overall outlook for the US economy.</p><p><b>Impact on Policy.</b> On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.</p><p><b>Impact on Economic Performance.</b> On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.</p><p><b>Potential Financial Markets’ Impact</b></p><p>The CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.</p><p>This month&#39;s report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.</p><p>I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CPI: A Relief For Markets But Details Only Moderately Bullish</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\">\nCPI: A Relief For Markets But Details Only Moderately Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129448010","content_text":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were significantly below expectations.Results were significantly impacted by \"one-off\" results in a few volatile items.Overall, the report should be received with \"relief\" by bond and equity markets.  This month’s CPI should provide a \"window of opportunity\" - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.Summary Data and AnalysisFigure 1 below highlights key summary data and analysis for this month’s All Items CPI.Figure 1: All Items: Change, Acceleration, Expectations & SurpriseAll Items CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.Figure 2 below highlights key summary data and analysis for this month’s Core CPI.Figure 2: Core: Change, Acceleration, Expectations & SurpriseCore CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.Analysis of Contributions of Key Aggregate Components of CPIIn Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.Figure 3: Analysis of Key Aggregate Components of CPIAggregate CPI Component Analysis(BLS, Investor Acumen)Source: BLS, Investor AcumenWe will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.Analysis of CPI Components that Contributed Most to Change & Acceleration of CPIIn the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.Figure 4: Top Contributors to MoM Percent ChangeTop CPI Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenOne thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered \"one-offs\". For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.Figure 5: Top Contributors to MoM AccelerationTop CPI Acceleration Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenAs can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and \"surprise\" for the month.Also, somewhat notable, was the deceleration in Owner's Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.Top MoversIn Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.Figure 6: Top Movers MoM Percent ChangeTop CPI Movers(BLS, Investor Acumen)Source: BLS, Investor AcumenImplications for Policy and Economic PerformanceIn this section, we review the potential implications of this month’s CPI report on policy (monetary & or fiscal) and the overall outlook for the US economy.Impact on Policy. On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.Impact on Economic Performance. On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.Potential Financial Markets’ ImpactThe CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.This month's report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111780736,"gmtCreate":1622699317825,"gmtModify":1704189196059,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/111780736","repostId":"1105752559","repostType":4,"repost":{"id":"1105752559","pubTimestamp":1622694904,"share":"https://www.laohu8.com/m/news/1105752559?lang=&edition=full","pubTime":"2021-06-03 12:35","market":"us","language":"en","title":"Opinion: What’s the smart way to play AMC’s stock? Try these two options strategies","url":"https://stock-news.laohu8.com/highlight/detail?id=1105752559","media":"Market Wacth","summary":"AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves,","content":"<p>AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings shares are once again exploding, having been caught in a short squeeze.</p><p>The stock’s realized and implied volatilities are soaring. AMC at <a href=\"https://laohu8.com/S/AONE\">one</a> point today more than doubled. There are two options strategies, below, to try to capitalize off this uncommon move. (Note that the data in this article are as of the close of trading June 1.)</p><p>The first chart of AMCAMC,+95.22%,below, tracks two years, showing the stock had been in a general decline through most of 2019. In fact, AMC had been falling since making all-time highs in the mid-$30s in 2015 and 2016.</p><p>The stock then slumped further due to the pandemic. Things began to change, however, when it rallied amid a short squeeze in late January 2021. The stock exploded from $2 to $20 in less than a month.</p><p>Now another short squeeze is under way, and the stock has risen from $9 to over $60 in the last month.</p><p><img src=\"https://static.tigerbbs.com/dd994b6947e51ac1dd241aebc098785c\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p>It is impossible to justify these moves in terms of fundamental or even technical analysis, but there are opportunities presented by the options markets. As might be expected, the options have gotten extremely expensive. The next chart is a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year, showing the<i>composite</i>implied volatility of AMC options on top and the price of the stock on the bottom. (Composite implied volatility is a weighted volatility of the most active options on AMC.)</p><p><img src=\"https://static.tigerbbs.com/0833b40f70599f8f813f2c0eaa3a7c8b\" tg-width=\"620\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>The composite implied volatility has risen to more than 200%. (Don’t worry about what that means statistically, just use it as a comparative measure — 200% is a<i>lot</i>higher than the “normal” volatility, up to four times that of its pre-pandemic level.)</p><p>So, what option strategies make sense? Simply buying expensive options is justifiable while volatility remains high, believe it or not. The 10-day realized (historical) volatility of AMC is now an astounding 211%. The 20-day historical volatility (HV) is 160%.</p><p>However, those volatilities will drop quickly if the stock starts to stabilize — wherever that may be.&nbsp;But as long as they hold up, at-the-money options are not a lot more expensive than that, in terms of implied volatility. However,<i>out-of-the-money</i>options are much more expensive, and those are generally unattractive purchases — certainly not based on a statistical basis.</p><p>Many traders want to sell the options because they think they are so overpriced. Well, they may be overpriced, but at current volatility levels, the stock can move a great distance and cause ruin for an options-selling strategy.</p><p>One can see from the <a href=\"https://laohu8.com/S/AONE\">one</a>-year chart of AMC that after the last short squeeze, the stock dropped quickly, but never got back to the prices from which the short squeeze was launched. That is typical behavior in a short squeeze.</p><p>Consider the two following charts — of Riot BlockchainRIOT,+2.74%and GameStopGME,+13.34%— both of which have been short squeezes. RIOT was also a short squeeze when it first came public, in late 2017 (not shown on the chart).</p><p><img src=\"https://static.tigerbbs.com/fda30eb7b24e1715b109a7c7f42a2623\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e235888f2cd914eacad62e402d2397c7\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p>In both of those cases, a similar pattern appears: The short squeeze ends, the stock falls, but not all the way back to its “pre-squeeze” price, at least not for a while.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> options strategies could take advantage of this:</p><ol><li><b>A bear put spread.</b>Buy puts with striking prices just below the current elevated stock&nbsp; price<i>and</i>sell puts with a significantly lower strike price. This strategy generally has an advantage in that the implied volatility of the put you are buying is lower than the implied volatility of the put you are selling. You can’t lose more money than the debit you pay for the spread, but you could lose 100% of that debit if the stock continues to rise and the options expire worthless.</li><li><b>Sell put credit spreads with strikes at or near the price of AMC</b><b><i>prior</i></b><b>to the short squeeze.</b>AMC was in the teens before this latest round of short squeeze began. The potential gain here would be the credit initially received, but the margin requirement — which is equal to the risk in the spread — is the difference in the strikes, less the credit received.&nbsp;A derivative of this strategy, for extremely aggressive accounts, would be to sell puts (naked) with strikes in the teens.</li></ol><p>Obviously, there are lot of options combinations that could be considered, but these are two relatively simple spread strategies that will pay off if AMC behaves like other short squeezes: Eventually the stock peaks and begins to fall, but it doesn’t fall far enough to reach its “pre-squeeze” levels.</p>","source":"lsy1604288433698","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>Opinion: What’s the smart way to play AMC’s stock? Try these two options strategies</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\">\nOpinion: What’s the smart way to play AMC’s stock? Try these two options strategies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 12:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.AMC Entertainment Holdings shares are once again exploding, having been ...</p>\n\n<a href=\"https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105752559","content_text":"AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.AMC Entertainment Holdings shares are once again exploding, having been caught in a short squeeze.The stock’s realized and implied volatilities are soaring. AMC at one point today more than doubled. There are two options strategies, below, to try to capitalize off this uncommon move. (Note that the data in this article are as of the close of trading June 1.)The first chart of AMCAMC,+95.22%,below, tracks two years, showing the stock had been in a general decline through most of 2019. In fact, AMC had been falling since making all-time highs in the mid-$30s in 2015 and 2016.The stock then slumped further due to the pandemic. Things began to change, however, when it rallied amid a short squeeze in late January 2021. The stock exploded from $2 to $20 in less than a month.Now another short squeeze is under way, and the stock has risen from $9 to over $60 in the last month.It is impossible to justify these moves in terms of fundamental or even technical analysis, but there are opportunities presented by the options markets. As might be expected, the options have gotten extremely expensive. The next chart is a one-year, showing thecompositeimplied volatility of AMC options on top and the price of the stock on the bottom. (Composite implied volatility is a weighted volatility of the most active options on AMC.)The composite implied volatility has risen to more than 200%. (Don’t worry about what that means statistically, just use it as a comparative measure — 200% is alothigher than the “normal” volatility, up to four times that of its pre-pandemic level.)So, what option strategies make sense? Simply buying expensive options is justifiable while volatility remains high, believe it or not. The 10-day realized (historical) volatility of AMC is now an astounding 211%. The 20-day historical volatility (HV) is 160%.However, those volatilities will drop quickly if the stock starts to stabilize — wherever that may be. But as long as they hold up, at-the-money options are not a lot more expensive than that, in terms of implied volatility. However,out-of-the-moneyoptions are much more expensive, and those are generally unattractive purchases — certainly not based on a statistical basis.Many traders want to sell the options because they think they are so overpriced. Well, they may be overpriced, but at current volatility levels, the stock can move a great distance and cause ruin for an options-selling strategy.One can see from the one-year chart of AMC that after the last short squeeze, the stock dropped quickly, but never got back to the prices from which the short squeeze was launched. That is typical behavior in a short squeeze.Consider the two following charts — of Riot BlockchainRIOT,+2.74%and GameStopGME,+13.34%— both of which have been short squeezes. RIOT was also a short squeeze when it first came public, in late 2017 (not shown on the chart).In both of those cases, a similar pattern appears: The short squeeze ends, the stock falls, but not all the way back to its “pre-squeeze” price, at least not for a while.Two options strategies could take advantage of this:A bear put spread.Buy puts with striking prices just below the current elevated stock  priceandsell puts with a significantly lower strike price. This strategy generally has an advantage in that the implied volatility of the put you are buying is lower than the implied volatility of the put you are selling. You can’t lose more money than the debit you pay for the spread, but you could lose 100% of that debit if the stock continues to rise and the options expire worthless.Sell put credit spreads with strikes at or near the price of AMCpriorto the short squeeze.AMC was in the teens before this latest round of short squeeze began. The potential gain here would be the credit initially received, but the margin requirement — which is equal to the risk in the spread — is the difference in the strikes, less the credit received. A derivative of this strategy, for extremely aggressive accounts, would be to sell puts (naked) with strikes in the teens.Obviously, there are lot of options combinations that could be considered, but these are two relatively simple spread strategies that will pay off if AMC behaves like other short squeezes: Eventually the stock peaks and begins to fall, but it doesn’t fall far enough to reach its “pre-squeeze” levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952367615,"gmtCreate":1674470385637,"gmtModify":1676538941767,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952367615","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://www.laohu8.com/m/news/2305604719?lang=&edition=full","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","CLMT":"卡路美","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4138":"石油与天然气的炼制和营销","WFC":"富国银行","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","MO":"奥驰亚","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","NEX":"NexTier Oilfield Solutions Inc.","BK4548":"巴美列捷福持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","ET":"Energy Transfer LP","BK4108":"电影和娱乐","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","CVI":"CVR能源","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4585":"ETF&股票定投概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002232.USD":"Allianz Global High Payout USD","HAL":"哈里伯顿","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4501":"段永平概念","BK4559":"巴菲特持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4527":"明星科技股","DIS":"迪士尼","DNOW":"NOW Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4550":"红杉资本持仓","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","COP":"康菲石油","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4207":"综合性银行","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","PM":"菲利普莫里斯","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0882574139.USD":"富达环球消费行业基金A ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951980004,"gmtCreate":1673374248708,"gmtModify":1676538826960,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951980004","repostId":"1150400563","repostType":4,"repost":{"id":"1150400563","pubTimestamp":1673359337,"share":"https://www.laohu8.com/m/news/1150400563?lang=&edition=full","pubTime":"2023-01-10 22:02","market":"us","language":"en","title":"Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition","url":"https://stock-news.laohu8.com/highlight/detail?id=1150400563","media":"The Wall Street Journal","summary":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/76f4b771dee982b9c4ca47490cef716f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.</p><p>“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”</p><p>The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.</p><p>Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.</p><p>The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.</p><p>Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.</p><p>The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.</p><p>Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”</p><p>Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.</p><p>In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”</p><p>In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.</p><p>Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.</p><p>“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition</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\">\nJerome Powell Says Bringing Down Inflation Could Fuel Political Opposition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150400563","content_text":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959888113,"gmtCreate":1672955957932,"gmtModify":1676538761994,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959888113","repostId":"2300447122","repostType":4,"repost":{"id":"2300447122","pubTimestamp":1672932607,"share":"https://www.laohu8.com/m/news/2300447122?lang=&edition=full","pubTime":"2023-01-05 23:30","market":"us","language":"en","title":"Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300447122","media":"Motley Fool","summary":"The price levels for these three Berkshire stocks might be too good for long-term investors to pass up.","content":"<html><head></head><body><p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, <b>Berkshire Hathaway</b>, Buffett has achieved success that has made him one of the best-known investors of all time.</p><p>But just because he&#39;s been successful doesn&#39;t mean Buffett&#39;s investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire&#39;s) holdings lose value over the past 12 months. Let&#39;s take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.</p><h2>1. Amazon</h2><p>Warren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company&#39;s stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.</p><p>Although <b>Amazon</b> didn&#39;t fit the mold of a value stock for much of its existence, it&#39;s getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett&#39;s trusted lieutenants, and the Oracle of Omaha admitted he was &#34;an idiot&#34; for not buying sooner.</p><p>Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it&#39;s expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.</p><p>E-commerce is Amazon&#39;s bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon&#39;s revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.</p><p><img src=\"https://static.tigerbbs.com/8f552c74d2e16b339b3eef1fa9208576\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Amazon&#39;s price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it&#39;s been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.</p><h2>2. Bank of America</h2><p>Although Berkshire Hathaway stock doesn&#39;t pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is <b>Bank of America</b>, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire&#39;s portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.</p><p>As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.</p><p>As the country&#39;s second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it&#39;ll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.</p><p><img src=\"https://static.tigerbbs.com/f98653259f0fd2e507d7138444e55567\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>There&#39;s a reason Bank of America is considered a blue chip stock: It&#39;s battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it&#39;s a great long-term play for investors with time on their side.</p><h2>3. Apple</h2><p>With a market cap hovering around the $2 trillion mark, <b>Apple</b> is the world&#39;s most valuable company and the largest Berkshire Hathaway holding by market value. It&#39;s also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It&#39;s these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.</p><p>Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).</p><p>The brand loyalty of Apple consumers can&#39;t be understated. Once someone is in the company&#39;s ecosystem, it&#39;s hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple&#39;s services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company&#39;s revenue, but the steady growth is a positive sign for the future.</p><p><img src=\"https://static.tigerbbs.com/57ef62ba71203f7aa358bcb15ec4c52c\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Apple&#39;s $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company&#39;s commitment to innovation will be a growth driver for many years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300447122","content_text":"When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, Berkshire Hathaway, Buffett has achieved success that has made him one of the best-known investors of all time.But just because he's been successful doesn't mean Buffett's investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire's) holdings lose value over the past 12 months. Let's take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.1. AmazonWarren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company's stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.Although Amazon didn't fit the mold of a value stock for much of its existence, it's getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett's trusted lieutenants, and the Oracle of Omaha admitted he was \"an idiot\" for not buying sooner.Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it's expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.E-commerce is Amazon's bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon's revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.Data by YCharts.Amazon's price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it's been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.2. Bank of AmericaAlthough Berkshire Hathaway stock doesn't pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is Bank of America, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire's portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.As the country's second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it'll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.Data by YCharts.There's a reason Bank of America is considered a blue chip stock: It's battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it's a great long-term play for investors with time on their side.3. AppleWith a market cap hovering around the $2 trillion mark, Apple is the world's most valuable company and the largest Berkshire Hathaway holding by market value. It's also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It's these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).The brand loyalty of Apple consumers can't be understated. Once someone is in the company's ecosystem, it's hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple's services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company's revenue, but the steady growth is a positive sign for the future.Data by YCharts.Apple's $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company's commitment to innovation will be a growth driver for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925431256,"gmtCreate":1672089383375,"gmtModify":1676538631426,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925431256","repostId":"2293521334","repostType":4,"repost":{"id":"2293521334","pubTimestamp":1672066286,"share":"https://www.laohu8.com/m/news/2293521334?lang=&edition=full","pubTime":"2022-12-26 22:51","market":"us","language":"en","title":"Wall Street Expects S&P 500 to Finish 2023 at 4,000 After Missing Mark By the Widest Margin Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2293521334","media":"MarketWatch","summary":"Wall Street often gets it wrong when it comes to anticipating where stocks might be trading one-year","content":"<html><head></head><body><p>Wall Street often gets it wrong when it comes to anticipating where stocks might be trading one-year out. But in 2022, its forecasters were set to miss the mark by the widest margin in nearly 15 years, according to data compiled by FactSet.</p><p>Wall Street equity analysts were on pace to overestimate the performance of the S&amp;P 500 index in 2022 by nearly 40% as of Tuesday, according to the average bottom-up forecast compiled by FactSet’s senior earnings analyst John Butters. That would mark their biggest miss since 2008 when analysts overshot by 92%.</p><p>A year ago, equity analysts were penciling in the S&amp;P 500SPX,+0.59%finishing 2022 at 5,264.51, according to FactSet data. That’s turned out to be way off base: the large-cap index was trading just north of 3,800 as of Tuesday’s close.</p><p>This year, however, Wall Street’s top strategists have been more cautious,spending much of the time slashing their year-end stock-market targets as the Federal Reserve kept raising rates to fight stubbornly high inflation and causing volatility across markets, including stocks, bonds, currencies and commodities, to explode.</p><p>The damage felt across financial markets has the S&amp;P 500 down about 20%, on pace for its worst year since 2008 when it plunged nearly 40%, according to Dow Jones Market Data.</p><h2>S&amp;P 500 estimates</h2><p>A recent survey of top Wall Street forecasters by MarketWatch put the average S&amp;P 500 estimate at 4,031 for the end of 2023, an advance of only about 6% from Tuesday’s close of 3,821.62. To get to that average (see chart), MarketWatch collected estimates from 18 investment banks and brokers.</p><p><img src=\"https://static.tigerbbs.com/d035ea91cb6e4343fdf465ac091a1d23\" tg-width=\"837\" tg-height=\"1048\" referrerpolicy=\"no-referrer\"/></p><p>A few estimates, including those of top equity and macro strategists at Barclays PLCBCS,+1.30%,Morgan Stanley, Citigroup Inc. and UBS Group AG expect the S&amp;P 500 to finish next yearbelow 4,000.</p><p>Forecasts, however, from the group were spread over an unusually wide range, market strategists told MarketWatch.</p><p>On the low end, BNP Paribas’ Greg Boutle expects a continued slide in stocks next year, with the S&amp;P 500 finishing 2023 at 3,400.Deutsche Bank’s Binky Chadha, who has the highest year-end target of the group, expects the index to finish next year at 4,500.</p><p>Furthermore, a FactSet survey of equity analysts produced a bottom-up forecast for the S&amp;P 500 of 4,500 by the end of 2023. That would represent an advance of roughly 18% based on the index’s closing level on Tuesday.</p><h2>What about a recession?</h2><p>Many macro strategists said in their 2023 outlooks that they expect the U.S. economy to slide into a recession by midyear, further undermining equity valuations as corporate profits slump and unemployment climbs.</p><p>Notably, Goldman Sachs’ Chief Economist Jan Hatzius expects economic growth in the U.S. to slow, but avoid a recession.</p><p>One of the main pillars supporting equity valuations has been an expectation that stocks will bottom out in the first half of next year, before rebounding in the latter half of 2023, as inflation recedes and unemployment rises, allowing the Fed to start slashing interest-rates without risking hyperinflation.</p><p>While even Fed Chairman Jerome Powell has said there are no guarantees about where monetary policy will need to bring inflation down concretely,lingering expectations have been for the Fed eventually to “pivot” away from its aggressive stance on rates at some point next year, which has helped buttress stocks..</p><p>Movements in fed-funds futures, which are used by traders for the purposes of hedging and speculation, appear to confirm this view, according to data from the CME Group’s FedWatch tool.</p><p>Investors have continued to cling to hopes for a late-year 2023 rate cut from the Fed, futures show, even as the Fed’s latest “dot plot,” released earlier this month, suggest senior central bankers don’t expect to cut rates until 2024.</p><p>Many investors expect stocks to bottom in the first half of 2023 as the Fed’s aggressive interest-rate hikes finally take their toll on the economy.</p><p>JPMorgan Chase &amp; Co.’sJPM,+0.47%Marko Kolanovic, who was one of the most bullish strategists on Wall Street heading into 2022, holds this view, as he confirmed to MarketWatch via email.</p><p>Morgan Stanley’s Michael Wilson, one of the few Wall Street equity strategists who anticipated this year’s crash, endorsed a similar view when he described 2023 as a “tale of two halves” in a research note dated Dec. 19. Wilson thinks the S&amp;P 500 will find a bottom in the first quarter of 2023, creating a “terrific buying opportunity.”</p><h2>Bulls and bears: wildly different outlooks</h2><p>A look outside of major investment banks shows bulls and bears with dramatically different visions of how they expect next year to play out.</p><p>Tom Lee, head of research at Fundstrat Global Advisors, sees the S&amp;P 500 advancing to 4,750 next year based on his expectation that inflation will continue to recede. Lee has burnished his reputation as a stock-market bull, standing by his calls for stocks to continue to climb in frequent appearances on business television networks, like CNBC.</p><p>In a recent elaboration of his 2023 outlook, Lee noted that instances where U.S. stocks fall for two consecutive years have been rare since World War II.</p><p>What’s more, double-digit pullbacks, which look likely this year, often have been followed by particularly torrid rebounds, as the historical data show.</p><p>The S&amp;P 500 has advanced 13.5%, on average, in the years following a pullback, according to Lee’s analysis of historical data going back to 1946.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a3cee89daa72ccc63c2662d3f6c26d\" tg-width=\"700\" tg-height=\"689\" referrerpolicy=\"no-referrer\"/><span>FUNDSTRAT</span></p><p>On the other hand, stock-market bears like Chris Senyek, chief investment strategist at Wolfe Research, expect the pain in equities to persist next year. In a recent report, Senyek explained why he thinks the U.S. economy will crater next year, while inflation will remain stubbornly persistent, leading to “stagflation.”</p><h2>A 35% pullback?</h2><p>As a result, Senyek expects the S&amp;P 500 to potentially fall by as much as 35% next year. A decline of that magnitude from Tuesday’s close would drive the S&amp;P 500 to around 2,500,a level last touched in the wake of the March 2020 crash, according to FactSet.</p><p>“We believe that the amount of [monetary] tightening that’s already taken place is enough to push in the U.S. economy into a recession, and that U.S. real GDP growth will hit -2% to -3% on a [year-over-year] basis at some point in 2023,” Senyek said, in a note.</p><p>The S&amp;P 500 has fallen roughly 20% this year through Tuesday, while the Dow Jones Industrial Average was down 10% and the Nasdaq Composite was off nearly 33%.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Expects S&P 500 to Finish 2023 at 4,000 After Missing Mark By the Widest Margin Since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Expects S&P 500 to Finish 2023 at 4,000 After Missing Mark By the Widest Margin Since 2008\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/wall-streets-stock-market-forecasts-for-2022-were-off-by-the-widest-margin-since-2008-will-next-year-be-any-different-11671583416?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street often gets it wrong when it comes to anticipating where stocks might be trading one-year out. But in 2022, its forecasters were set to miss the mark by the widest margin in nearly 15 years...</p>\n\n<a href=\"https://www.marketwatch.com/story/wall-streets-stock-market-forecasts-for-2022-were-off-by-the-widest-margin-since-2008-will-next-year-be-any-different-11671583416?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/wall-streets-stock-market-forecasts-for-2022-were-off-by-the-widest-margin-since-2008-will-next-year-be-any-different-11671583416?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293521334","content_text":"Wall Street often gets it wrong when it comes to anticipating where stocks might be trading one-year out. But in 2022, its forecasters were set to miss the mark by the widest margin in nearly 15 years, according to data compiled by FactSet.Wall Street equity analysts were on pace to overestimate the performance of the S&P 500 index in 2022 by nearly 40% as of Tuesday, according to the average bottom-up forecast compiled by FactSet’s senior earnings analyst John Butters. That would mark their biggest miss since 2008 when analysts overshot by 92%.A year ago, equity analysts were penciling in the S&P 500SPX,+0.59%finishing 2022 at 5,264.51, according to FactSet data. That’s turned out to be way off base: the large-cap index was trading just north of 3,800 as of Tuesday’s close.This year, however, Wall Street’s top strategists have been more cautious,spending much of the time slashing their year-end stock-market targets as the Federal Reserve kept raising rates to fight stubbornly high inflation and causing volatility across markets, including stocks, bonds, currencies and commodities, to explode.The damage felt across financial markets has the S&P 500 down about 20%, on pace for its worst year since 2008 when it plunged nearly 40%, according to Dow Jones Market Data.S&P 500 estimatesA recent survey of top Wall Street forecasters by MarketWatch put the average S&P 500 estimate at 4,031 for the end of 2023, an advance of only about 6% from Tuesday’s close of 3,821.62. To get to that average (see chart), MarketWatch collected estimates from 18 investment banks and brokers.A few estimates, including those of top equity and macro strategists at Barclays PLCBCS,+1.30%,Morgan Stanley, Citigroup Inc. and UBS Group AG expect the S&P 500 to finish next yearbelow 4,000.Forecasts, however, from the group were spread over an unusually wide range, market strategists told MarketWatch.On the low end, BNP Paribas’ Greg Boutle expects a continued slide in stocks next year, with the S&P 500 finishing 2023 at 3,400.Deutsche Bank’s Binky Chadha, who has the highest year-end target of the group, expects the index to finish next year at 4,500.Furthermore, a FactSet survey of equity analysts produced a bottom-up forecast for the S&P 500 of 4,500 by the end of 2023. That would represent an advance of roughly 18% based on the index’s closing level on Tuesday.What about a recession?Many macro strategists said in their 2023 outlooks that they expect the U.S. economy to slide into a recession by midyear, further undermining equity valuations as corporate profits slump and unemployment climbs.Notably, Goldman Sachs’ Chief Economist Jan Hatzius expects economic growth in the U.S. to slow, but avoid a recession.One of the main pillars supporting equity valuations has been an expectation that stocks will bottom out in the first half of next year, before rebounding in the latter half of 2023, as inflation recedes and unemployment rises, allowing the Fed to start slashing interest-rates without risking hyperinflation.While even Fed Chairman Jerome Powell has said there are no guarantees about where monetary policy will need to bring inflation down concretely,lingering expectations have been for the Fed eventually to “pivot” away from its aggressive stance on rates at some point next year, which has helped buttress stocks..Movements in fed-funds futures, which are used by traders for the purposes of hedging and speculation, appear to confirm this view, according to data from the CME Group’s FedWatch tool.Investors have continued to cling to hopes for a late-year 2023 rate cut from the Fed, futures show, even as the Fed’s latest “dot plot,” released earlier this month, suggest senior central bankers don’t expect to cut rates until 2024.Many investors expect stocks to bottom in the first half of 2023 as the Fed’s aggressive interest-rate hikes finally take their toll on the economy.JPMorgan Chase & Co.’sJPM,+0.47%Marko Kolanovic, who was one of the most bullish strategists on Wall Street heading into 2022, holds this view, as he confirmed to MarketWatch via email.Morgan Stanley’s Michael Wilson, one of the few Wall Street equity strategists who anticipated this year’s crash, endorsed a similar view when he described 2023 as a “tale of two halves” in a research note dated Dec. 19. Wilson thinks the S&P 500 will find a bottom in the first quarter of 2023, creating a “terrific buying opportunity.”Bulls and bears: wildly different outlooksA look outside of major investment banks shows bulls and bears with dramatically different visions of how they expect next year to play out.Tom Lee, head of research at Fundstrat Global Advisors, sees the S&P 500 advancing to 4,750 next year based on his expectation that inflation will continue to recede. Lee has burnished his reputation as a stock-market bull, standing by his calls for stocks to continue to climb in frequent appearances on business television networks, like CNBC.In a recent elaboration of his 2023 outlook, Lee noted that instances where U.S. stocks fall for two consecutive years have been rare since World War II.What’s more, double-digit pullbacks, which look likely this year, often have been followed by particularly torrid rebounds, as the historical data show.The S&P 500 has advanced 13.5%, on average, in the years following a pullback, according to Lee’s analysis of historical data going back to 1946.FUNDSTRATOn the other hand, stock-market bears like Chris Senyek, chief investment strategist at Wolfe Research, expect the pain in equities to persist next year. In a recent report, Senyek explained why he thinks the U.S. economy will crater next year, while inflation will remain stubbornly persistent, leading to “stagflation.”A 35% pullback?As a result, Senyek expects the S&P 500 to potentially fall by as much as 35% next year. A decline of that magnitude from Tuesday’s close would drive the S&P 500 to around 2,500,a level last touched in the wake of the March 2020 crash, according to FactSet.“We believe that the amount of [monetary] tightening that’s already taken place is enough to push in the U.S. economy into a recession, and that U.S. real GDP growth will hit -2% to -3% on a [year-over-year] basis at some point in 2023,” Senyek said, in a note.The S&P 500 has fallen roughly 20% this year through Tuesday, while the Dow Jones Industrial Average was down 10% and the Nasdaq Composite was off nearly 33%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961732127,"gmtCreate":1669044381370,"gmtModify":1676538144049,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961732127","repostId":"2284891180","repostType":4,"repost":{"id":"2284891180","pubTimestamp":1669017887,"share":"https://www.laohu8.com/m/news/2284891180?lang=&edition=full","pubTime":"2022-11-21 16:04","market":"us","language":"en","title":"SPX: A Rallying Stock Market Is Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2284891180","media":"Seeking Alpha","summary":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has som","content":"<html><head></head><body><h2>Summary</h2><ul><li>Stocks rallied viciously due to lower inflation data.</li><li>I believe this bear market rally has some more room to go, but I wouldn’t bet on it.</li><li>The root cause of falling inflation isn’t bullish for stocks.</li><li>In 2023, bad news will be bad news again, and a rallying stock market is bearish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41fe2c4feaba1c36352e0d9664de24f3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>blewisphotography/iStock via Getty Images</span></p><h2>“Hopium” is back again</h2><p>It doesn’t take much for investors to be optimistic about the markets again. Last week the S&amp;P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8830de04b6cb31c02f372c43e213054\" tg-width=\"1275\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>CPI &amp; PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)</span></p><p>So far, so unsurprising – not for the market, though. The S&amp;P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.</p><p>On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.</p><p>I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.</p><p>The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&amp;P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.</p><p>In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&amp;P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&amp;P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair value<i>should</i> be. There are many more factors at play.</p><p>After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.</p><h2>Searching for historical bottoms</h2><p>Usually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8447327903f174e95c5886662c788efe\" tg-width=\"1278\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Fed Funds &amp; SP500 (Excel from Author using data from fred.stlouisfed.org)</span></p><p>That’s because of the circumstances of the previous pivot points.</p><p>When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in only<i>after</i> the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.</p><p>In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated <i>because of it</i>. That fundamental difference exists because of inflation.</p><p>During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93089c2daa2b2a46fe64342b4a9c84db\" tg-width=\"1200\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/><span>Taylor-Rule (Author)</span></p><p>According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,<i>and</i> (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.</p><p>During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.</p><p>Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.</p><h2>Trying to time the pivot?</h2><p>We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.</p><p>Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?</p><p>That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:</p><h3>1. The Federal Reserve wants to make sure that inflation is dealt with</h3><p>During the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.</p><h3>2. Unemployment is too low</h3><p>Without the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.</p><p>Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.</p><h3>3. Bad news will be bad news again</h3><p>I think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.</p><p>I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.</p><p>Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecc783a2e50ff641e9c70d6bfcb9101\" tg-width=\"1169\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>M2 &amp; US Treasury General Account (fred.stlouisfed.org)</span></p><p>In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.</p><h3>4. A stock-market rally is bearish</h3><p>Something has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.</p><h2>Summary</h2><p>I believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&amp;P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.</p><p><i>This article is written by Nikolai Galozi for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPX: A Rallying Stock Market Is Bearish</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\">\nSPX: A Rallying Stock Market Is Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284891180","content_text":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for stocks.In 2023, bad news will be bad news again, and a rallying stock market is bearish.blewisphotography/iStock via Getty Images“Hopium” is back againIt doesn’t take much for investors to be optimistic about the markets again. Last week the S&P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.CPI & PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)So far, so unsurprising – not for the market, though. The S&P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair valueshould be. There are many more factors at play.After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.Searching for historical bottomsUsually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:Fed Funds & SP500 (Excel from Author using data from fred.stlouisfed.org)That’s because of the circumstances of the previous pivot points.When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in onlyafter the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated because of it. That fundamental difference exists because of inflation.During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.Taylor-Rule (Author)According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,and (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.Trying to time the pivot?We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:1. The Federal Reserve wants to make sure that inflation is dealt withDuring the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.2. Unemployment is too lowWithout the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.3. Bad news will be bad news againI think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:M2 & US Treasury General Account (fred.stlouisfed.org)In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.4. A stock-market rally is bearishSomething has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.SummaryI believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.This article is written by Nikolai Galozi for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073922132,"gmtCreate":1657268460026,"gmtModify":1676535982844,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073922132","repostId":"1121190134","repostType":4,"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807919562,"gmtCreate":1627995762356,"gmtModify":1703499294158,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/807919562","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186732172,"gmtCreate":1623541388296,"gmtModify":1704205568096,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Comment and like thanks&nbsp;","listText":"Comment and like thanks&nbsp;","text":"Comment and like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/186732172","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","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":1623441637,"share":"https://www.laohu8.com/m/news/2142204074?lang=&edition=full","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\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\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116134860,"gmtCreate":1622780049850,"gmtModify":1704191053597,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and share thanks","listText":"Like and share thanks","text":"Like and share thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/116134860","repostId":"2140203423","repostType":4,"repost":{"id":"2140203423","pubTimestamp":1622777647,"share":"https://www.laohu8.com/m/news/2140203423?lang=&edition=full","pubTime":"2021-06-04 11:34","market":"us","language":"en","title":"Forget Dogecoin: These 3 Pet-Friendly Stocks Are Better Investments","url":"https://stock-news.laohu8.com/highlight/detail?id=2140203423","media":"Motley Fool","summary":"Even shibas can appreciate what these companies are doing for them.","content":"<p>The cryptocurrency craze has sent prices of popular crypto tokens to unprecedented heights in 2021, and <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners has been <b>Dogecoin</b>. The joke token and its iconic Shiba mascot have vaulted into the collective consciousness, recently joining the ranks of cryptocurrencies available on the <b>Coinbase</b>&nbsp;Pro platform.</p>\n<p>Dogecoin's popularity in part comes from people's love of pets. However, there are other ways to invest that take even greater advantage of the opportunities involved in catering to pet lovers everywhere. Below, we'll look at three stocks that are growing fast by giving pet owners and their animals what they need to thrive.</p>\n<p><img src=\"https://static.tigerbbs.com/704469018ea59326306403bb3cc2d64f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>1. Chewy</h2>\n<p>Shoppers everywhere have learned how easy it can be to get essential items online through e-commerce providers. That's been especially true during the COVID-19 pandemic, and retailers that have found lucrative niches for their e-commerce channels have been best able to disrupt the business models of the giants in the industry. Among pet retailers, <b>Chewy </b>(NYSE:CHWY) stands out for its success in catering to animal owners, with a wide variety of food, supplies, and other items for everything from dogs and cats to livestock and exotic pets.</p>\n<p>As big a market as that is, Chewy is looking to capture more growth opportunities. The company's \"Connect With a Vet\" telemedicine platform offers remote healthcare options, which anyone who's ever tried to drag their dog to an animal hospital can appreciate. Not only is telemedicine a way to get more customers to use Chewy's Autoship program, but it's also a massive potential market in its own right.</p>\n<p>Despite its progress toward profitability and its 50% average annual sales growth over the past three years, Chewy's stock is down more than 35% from its recent highs. Yet even as the pandemic starts to subside, customers won't forget the convenience of Chewy, and the business has plenty of expansion ahead of it.</p>\n<h2>2. <a href=\"https://laohu8.com/S/FRPT\">Freshpet</a></h2>\n<p>Not only are pets more popular than ever, but owners are also spending more on their animals. With more than 100 million dog and cat owners in the U.S. alone, the market for providing top-notch food that will help extend pets' lifespans is larger than ever. <b>Freshpet </b>(NASDAQ:FRPT) is aiming to satisfy that demand with fresh and healthy refrigerated food options that feature ingredients of the highest quality.</p>\n<p>Over time, Freshpet has extended its reach. It started out solely in specialty pet stores, but you'll now find Freshpet coolers at thousands of grocery stores, convenience stores, and major department stores. That's helped the pet-food specialist grow its revenue by an average of 28% per year over the past three years. The company is looking at expanding internationally, and new ideas like pursuing plant-based pet foods could help Freshpet stay in touch with the latest trends.</p>\n<p>Freshpet is moving full speed ahead to boost production and meet demand. The stock is still fairly close to its all-time high, but a recent pullback has given bargain hunters a roughly 5% to 10% drop to consider.</p>\n<p><img src=\"https://static.tigerbbs.com/410b15aa6904cb85f99707c45230564e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>3. <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a></h2>\n<p>In addition to feeding and providing supplies for their pets, owners also need to provide healthcare. Veterinary bills are increasingly expensive, but <b>Trupanion </b>(NASDAQ:TRUP) is in the business of offering pet health insurance. A reasonable monthly subscription provides coverage for 90% of medical-care needs for dogs and cats.</p>\n<p>That business model sounds simple, but backing it up is an extensive infrastructure of technology and software. Within minutes, Trupanion can provide veterinarians with in-depth information about what it will cover and what owners will have to pay out of pocket. That makes it easier for owners to consent to life-saving care for their pets without worrying about the uncertainty of any financial consequences.</p>\n<p>Revenue has grown at a 28% annual clip over the past three years, yet the stock has fallen more than 30% from its best levels just a few months ago. That gives those who can appreciate the value of pet health a chance to jump into Trupanion at an attractive time.</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>Forget Dogecoin: These 3 Pet-Friendly Stocks Are Better Investments</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\">\nForget Dogecoin: These 3 Pet-Friendly Stocks Are Better Investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/03/forget-dogecoin-these-3-pet-friendly-stocks-are-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency craze has sent prices of popular crypto tokens to unprecedented heights in 2021, and one of the biggest winners has been Dogecoin. The joke token and its iconic Shiba mascot have ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/03/forget-dogecoin-these-3-pet-friendly-stocks-are-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TRUP":"Trupanion","FRPT":"Freshpet"},"source_url":"https://www.fool.com/investing/2021/06/03/forget-dogecoin-these-3-pet-friendly-stocks-are-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140203423","content_text":"The cryptocurrency craze has sent prices of popular crypto tokens to unprecedented heights in 2021, and one of the biggest winners has been Dogecoin. The joke token and its iconic Shiba mascot have vaulted into the collective consciousness, recently joining the ranks of cryptocurrencies available on the Coinbase Pro platform.\nDogecoin's popularity in part comes from people's love of pets. However, there are other ways to invest that take even greater advantage of the opportunities involved in catering to pet lovers everywhere. Below, we'll look at three stocks that are growing fast by giving pet owners and their animals what they need to thrive.\n\nImage source: Getty Images.\n1. Chewy\nShoppers everywhere have learned how easy it can be to get essential items online through e-commerce providers. That's been especially true during the COVID-19 pandemic, and retailers that have found lucrative niches for their e-commerce channels have been best able to disrupt the business models of the giants in the industry. Among pet retailers, Chewy (NYSE:CHWY) stands out for its success in catering to animal owners, with a wide variety of food, supplies, and other items for everything from dogs and cats to livestock and exotic pets.\nAs big a market as that is, Chewy is looking to capture more growth opportunities. The company's \"Connect With a Vet\" telemedicine platform offers remote healthcare options, which anyone who's ever tried to drag their dog to an animal hospital can appreciate. Not only is telemedicine a way to get more customers to use Chewy's Autoship program, but it's also a massive potential market in its own right.\nDespite its progress toward profitability and its 50% average annual sales growth over the past three years, Chewy's stock is down more than 35% from its recent highs. Yet even as the pandemic starts to subside, customers won't forget the convenience of Chewy, and the business has plenty of expansion ahead of it.\n2. Freshpet\nNot only are pets more popular than ever, but owners are also spending more on their animals. With more than 100 million dog and cat owners in the U.S. alone, the market for providing top-notch food that will help extend pets' lifespans is larger than ever. Freshpet (NASDAQ:FRPT) is aiming to satisfy that demand with fresh and healthy refrigerated food options that feature ingredients of the highest quality.\nOver time, Freshpet has extended its reach. It started out solely in specialty pet stores, but you'll now find Freshpet coolers at thousands of grocery stores, convenience stores, and major department stores. That's helped the pet-food specialist grow its revenue by an average of 28% per year over the past three years. The company is looking at expanding internationally, and new ideas like pursuing plant-based pet foods could help Freshpet stay in touch with the latest trends.\nFreshpet is moving full speed ahead to boost production and meet demand. The stock is still fairly close to its all-time high, but a recent pullback has given bargain hunters a roughly 5% to 10% drop to consider.\n\nImage source: Getty Images.\n3. Trupanion\nIn addition to feeding and providing supplies for their pets, owners also need to provide healthcare. Veterinary bills are increasingly expensive, but Trupanion (NASDAQ:TRUP) is in the business of offering pet health insurance. A reasonable monthly subscription provides coverage for 90% of medical-care needs for dogs and cats.\nThat business model sounds simple, but backing it up is an extensive infrastructure of technology and software. Within minutes, Trupanion can provide veterinarians with in-depth information about what it will cover and what owners will have to pay out of pocket. That makes it easier for owners to consent to life-saving care for their pets without worrying about the uncertainty of any financial consequences.\nRevenue has grown at a 28% annual clip over the past three years, yet the stock has fallen more than 30% from its best levels just a few months ago. That gives those who can appreciate the value of pet health a chance to jump into Trupanion at an attractive time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956601836,"gmtCreate":1673974703925,"gmtModify":1676538911575,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956601836","repostId":"1122118074","repostType":4,"repost":{"id":"1122118074","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673968075,"share":"https://www.laohu8.com/m/news/1122118074?lang=&edition=full","pubTime":"2023-01-17 23:07","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1122118074","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEver","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More</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\">\nTop Calls on Wall Street: Apple, Tesla, Alphabet, Disney and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-17 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>Evercore ISI adds a tactical outperform on Apple</h2><p>Evercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.</p><blockquote>“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”</blockquote><h2>Bernstein reiterates Tesla as underperform</h2><p>Bernstein said it remains torn about Tesla shares.</p><blockquote>“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.</p><blockquote>“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”</blockquote><h2>Bank of America names Alphabet a top 2023 pick</h2><p>Bank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”</p><blockquote>“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”</blockquote><h2>JPMorgan reiterates Amazon as a best idea</h2><p>JPM said it’s staying bullish heading into earnings later this quarter.</p><blockquote>“Still, AMZN remains our Best Idea &amp; we remain confident the company can re-accelerate revenue growth &amp; expand operating margins in 2023, driven primarily by Retail improvement.”</blockquote><h2>Wells Fargo downgrades Pfizer to equal weight from overweight</h2><p>Wells said Pfizer’s stock needs a “reset” before it can work again.</p><blockquote>“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”</blockquote><h2>Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.</p><blockquote>“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”</blockquote><h2>UBS reiterates Disney as buy</h2><p>UBS said it’s bullish heading into Disney earnings in early February.</p><blockquote>“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow &amp; linear is impacted by a mixed ad environment.”</blockquote><h2>Evercore ISI reiterates Netflix as outperform</h2><p>Evercore said it’s staying bullish heading into Netflix earnings Thursday.</p><blockquote>“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”</blockquote><h2>JMP downgrades Snap to market perform from market outperform</h2><p>JMP downgraded the stock due to rising competition concerns.</p><blockquote>“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”</blockquote><h2>Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweight</h2><p>Piper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.</p><blockquote>“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”</blockquote><h2>Truist downgrades Roku to hold from buy</h2><p>Truist said Roku’s valuation is full.</p><blockquote>“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","AAPL":"苹果","DIS":"迪士尼","GOOGL":"谷歌A","SNAP":"Snap Inc","WFC":"富国银行","AMZN":"亚马逊","MSFT":"微软","NFLX":"奈飞","BAC":"美国银行","TSLA":"特斯拉","ROKU":"Roku Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122118074","content_text":"Here are Tuesday’s biggest calls on Wall Street:Evercore ISI adds a tactical outperform on AppleEvercore said investors should look past iPhone headwinds when Apple reports earnings on Feb. 2.“While reported earnings might be below current street expectations ($123B/$1.98) due to the iPhone production shutdowns, we are expecting a Mar-qtr guide that is ~5% above consensus driven by the recovery of iPhone sales lost in the Dec-qtr.”Bernstein reiterates Tesla as underperformBernstein said it remains torn about Tesla shares.“On one hand, the stock is now trading at close to our 2050 DCF investor sentiment is poor and if consensus numbers get appropriately reset, there could be limited downside risk to estimates. That said, it is unclear if consensus numbers will get reset sufficiently and whether Tesla could still struggle with demand issues over the course of the year.”Goldman Sachs reiterates Tesla as buyGoldman is sticking with its buy rating on Tesla even after the automaker said last week it was lowering prices.“Although the reduced prices for Tesla vehicles will likely result in lower earnings, we expect this to help drive stronger volumes all else equal.”Bank of America names Alphabet a top 2023 pickBank of America named the stock a top pick in 2023 and said it likes company’s with “defensive positioning.”“We have only one Buy in the group, Alphabet, which we see as a more defensive value-focused stock.”JPMorgan reiterates Amazon as a best ideaJPM said it’s staying bullish heading into earnings later this quarter.“Still, AMZN remains our Best Idea & we remain confident the company can re-accelerate revenue growth & expand operating margins in 2023, driven primarily by Retail improvement.”Wells Fargo downgrades Pfizer to equal weight from overweightWells said Pfizer’s stock needs a “reset” before it can work again.“Meanwhile, uncertainty around COVID business could make investors nervous. COVID reset could occur when guidance is provided on 4Q′22 call.”Goldman Sachs reiterates Microsoft as buyGoldman said Microsoft has a “durable” earnings profile heading into its quarterly results next week.“With Microsoft lagging the NASDAQ since its most recent peak on Aug 15, and trading at 20x C24 P/E, we believe the stocks’ go-forward performance is predicated on earnings durability rather than revenue growth.”UBS reiterates Disney as buyUBS said it’s bullish heading into Disney earnings in early February.“We expect F1Q to show continued Parks strength (incl. record EBIT) and slightly improved DTC dilution while DTC adds slow & linear is impacted by a mixed ad environment.”Evercore ISI reiterates Netflix as outperformEvercore said it’s staying bullish heading into Netflix earnings Thursday.“Based on intra-quarter data points, we view the Street’s Q4 Revenue and 4.5MM Net Adds estimates as reasonable.”JMP downgrades Snap to market perform from market outperformJMP downgraded the stock due to rising competition concerns.“We downgrade shares of Snap to Market Perform from Market Outperform as we reduce Snap estimates again given declining U.S. time spent on Snap, which we believe is a direct consequence of increased competition from Reels (META, MO, $150 PT) and YouTube Shorts.”Piper Sandler downgrades Bank of America to underweight from neutral and Wells Fargo to neutral from overweightPiper said in its downgrade of Bank of America and Wells Fargo that it’s concerned about a tougher outlook after the banking giant’s reported earnings last week.“It seems likely the 4Q represented a high-water mark here, and a tougher outlook (esp. thanks to deposit mix/migration) weighs on our expectations – the starting point for 2024 could be especially tough.”Truist downgrades Roku to hold from buyTruist said Roku’s valuation is full.“Downgrade to Hold (from Buy), $50 year-end 2023 PT (from $90) on 20x/16x terminal EPS/EBITDA (leaving room for more cost actions). 2) Lowest visibility in group, given highest macro sensitivity and toughest disclosures/accounting, though we believe well-known.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}