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01-09

Buy more pls🤡

Nvidia Is Still Misunderstood By A Lot Of Investors

2023-11-01

SHORT THE GREED mada fkers🤡

2023-04-30

SHORT

Fed Seen Boosting Rates Even as Economic Risks Build

2023-04-01

SHORT. SELL NOW🤡

Bearish Sentiment on Stocks Is Best Thing Rally Has Going for It

2023-04-01

SHORT

2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade

2023-03-31

Post for the first time🤡

2023-03-27

BECAUSE IT GONNA BE FKING BULL🤡

Why the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet

2023-03-26

SHORT UNTIL U CRY🤡

Is It Too Late to Buy Microsoft Stock?

2023-03-24

CATHIE WOOD says thank u all Tesla dip buyers🤡

Cathie Wood Shrugs Off Hindenburg Attack On Jack Dorsey's Block With $21M Stock Buy — Slashes Enormous Tesla Stake

2023-03-23

WHERE IS THE BULL

Fed Opts for Hike-and-See in Gamble That Crisis Will Stay Contained

2023-03-23

one word: CONLANFUSE🤡

Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest

2023-03-21

Y r u posting here?🤡🤡🤡 TIME TO PANIC SELL🤡

The Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again

2023-03-09

SHORT THE FEDS🤡

Fed Still up in the Air on Whether to Accelerate Rate Hikes, Powell Says

2023-03-09

SHORT🤡

S&P 500 Barely Gains As Investors Eye Upcoming Jobs Data, Rate Hikes

2023-03-04

YEA SHORT SQUEEZE U🤡

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

2023-02-24

Gd

@YYMA:As of the close on Friday,$S&P/ASX 200(XJO.AU)$ closed at 7,307.00 points, down -0.54% in the past 5 days. During the last 5 trading days, $Eagers Automotive Ltd(APE.AU)$ $Inghams Group(ING.AU)$ $ORIGIN ENERGY LIMITED(ORG.AU)$ $Smartgroup Corporation Ltd(SIQ.AU)$ $Johns Lyng(JLG.AU)$ were up 21.72%, 17.52%, 15.43%, 14.97%, and 11.68% respectively. 1. $Eagers Automotive Ltd(APE.AU)$ The Eagers Automotive, Australia's biggest car sales group, announced a final dividend of 49 cents per share for FY22, creating a record total full-year dividend of 71 cents per share for investors. The share price soared after the company released its full-year results for 2022. Eagers achieved record underlying operating profit before tax of $405.2 million Eagers Automotive said its record profit came down

2023-02-17

Short

Sorry, the original content has been removed

2023-02-09

Short

@InvestWithStanley: How Oiltek Grew During COVID | The Asian Mavericks

2023-02-06

Dun be a pussy. Hold until crash🤡

3 Sorry Cryptos to Sell in February Before It’s Too Late

2023-01-19

SHORT UNTIL U CRY🤡

3 Hot Cryptos to Watch as They Make Huge Gains

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more pls🤡","listText":"Buy more pls🤡","text":"Buy more pls🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261186865651784","repostId":"2401957471","repostType":2,"repost":{"id":"2401957471","pubTimestamp":1704769982,"share":"https://ttm.financial/m/news/2401957471?lang=&edition=fundamental","pubTime":"2024-01-09 11:13","market":"us","language":"en","title":"Nvidia Is Still Misunderstood By A Lot Of Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2401957471","media":"seekingalpha","summary":"Nvidia and with some distance Advanced Micro Devices . And Nvidia is also in the robotics market with","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s high earnings growth justifies its valuation and the stock&#39;s upward trajectory.</p></li><li><p>The demand for Nvidia&#39;s products is still greater than what they can deliver, indicating potential for continued earnings growth.</p></li><li><p>Nvidia&#39;s management has a track record of anticipating and positioning the company for future trends, making it well-positioned for revenue growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d51d9ab95648a09e72e7a3cf3b2599ea\" tg-width=\"750\" tg-height=\"505\"/></p><p>Justin Sullivan</p><h2 id=\"id_1054771298\">The Nvidia Investment Thesis</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fee8b2aa62ea7a65c1e96e33c361ae3a\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p><strong>Nvidia Corporation&#39;s</strong> rapid rise in 2023 has led some investors to the mistaken assumption that the company is vastly overvalued. I think if we take into account the quality of the company, its high barriers to entry, as well as its competitive advantages, which will translate into strong earnings growth this year, the notion of overvaluation is wrong. So I want to clear up some misconceptions as I see them and argue that Nvidia is attractively valued from a long-term perspective.</p><h2 id=\"id_566830947\">The First Misconception About Nvidia - The Alleged Overvaluation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdbe61394f84870190040d589bf8ea91\" tg-width=\"635\" tg-height=\"481\"/></p><p>Data by YCharts</p><p>There were times in 2022 when Nvidia traded at extremely high multiples, but in hindsight they were justified. Nvidia&#39;s high earnings growth rates over the past year have caused the multiple to come down even as the stock has soared. And with a forward P/E in the thirties and a forward EV/EBITDA also in the thirties, Nvidia is definitely not overvalued in terms of growth opportunities and valuation.</p><p>I feel like a lot of people think that Nvidia is overvalued just because the stock has gone up so much. But that run-up is based on an incredible competitive advantage and strong metrics. If people were to argue that Nvidia is a stock in a cyclical industry and so they think the cycle has peaked and therefore they think earnings are going to go down, I could understand their argument. Although, in my opinion, the end of the cycle is not yet in sight.</p><p>Companies like Dell (DELL), Lenovo (OTCPK:LNVGY), and Hewlett Packard Enterprise Company (HPE) are still waiting for their H100 shipments, with wait times ranging from 36 to 52 weeks. The demand for Nvidia&#39;s product is still greater than what they can deliver in a timely manner. Therefore, I do not believe that Nvidia&#39;s earnings will decline significantly over the next few years.</p><p>In addition, Nvidia&#39;s management really knows how to anticipate and position itself for the next trends. They benefited from the blockchain/crypto hype, now the LLM/generative AI hype, and have also positioned themselves to benefit from full self-driving (&#34;FSD&#34;) cars, fraud detection, and the Metaverse. These are all things that could be big revenue drivers in the future. Nvidia DRIVE and their AI cockpit solutions could be very valuable when there is a breakthrough in the space, and it becomes mass market, and when the Metaverse becomes a thing, who produces the best GPU that will be able to get the most realistic graphics? Nvidia and with some distance Advanced Micro Devices (AMD). And Nvidia is also in the robotics market with NVIDIA Isaac, working with Foxconn (OTCPK:FXCOF). Another incredibly exciting market of the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7dce05213dc0ba5845d1319c1edc5c\" tg-width=\"640\" tg-height=\"68\"/></p><p>Author</p><p>And if we want to see what is currently priced in, we can do a reverse discounted cash flow (&#34;DCF&#34;) analysis using the following assumptions:</p><ul style=\"\"><li><p>Diluted EPS TTM: $7.59</p></li><li><p>Discount Rate: 10%</p></li><li><p>Terminal multiple: 35x.</p></li></ul><p>Then we obtain the result that the stock&#39;s current price implies an EPS growth rate of 19% over the next 10 years. Nvidia&#39;s 3Y CAGR: 70.49%, 5Y CAGR: 32.33%, and 10Y CAGR: 44.34% are all well above that. Again, this suggests that the stock is not overvalued, perhaps quite the opposite.</p><h2 id=\"id_1056267331\">The Second Misconception - It Is Just Hype, Nvidia Just Got Lucky And The Products Are Not That Awesome</h2><p>Intel&#39;s CEO Patrick Gelsinger reportedly said that Nvidia &#34;got extraordinarily lucky&#34; and that Intel did not continue the Larrabee project and that Nvidia benefited from that. But again, this is an excellent example of Nvidia seeing trends before most others. A huge competitive advantage. A testament to the quality of Nvidia&#39;s management.</p><p>If we look at the GPU market, Nvidia and AMD are the two behemoths and Intel is relatively far behind. Nvidia is trying to lock customers into its ecosystem, whereas AMD&#39;s approach is to make its products available to as many customers as possible. Thanks to innovations like Raytracing, Upscaling DLSS and G-Sync, Nvidia is able to dominate the benchmarks and justify the kind of premium price you have to pay for their products. And Nvidia&#39;s CUDA in particular is the biggest competitive advantage right now because Nvidia is way ahead on the software side. But, and we will talk about this in the risk section, that moat is at risk of being attacked.</p><p>When it comes to maximum performance, the GeForce RTX 4090 is currently unmatched. AMD&#39;s Radeon RX 7900XTX is in second place, but relatively far behind. AMD&#39;s strengths are more in the price/performance category, as the RX 7800 XT could be the best mid-range GPU, and perhaps another advantage that could be important in the future is that AMD is generally more energy efficient with its offerings. And far behind the two in this market is Intel with the ARC A770.</p><p>And the RTX 5090, which may see a switch to MCM design, could be 2.5 times faster than the 4090. So the Blackwell generation, expected in late 2024 or early 2025, could therefore cause quite a stir. 5 Blackwell chips combined with GDDR7 memory and TSMC&#39;s 3nm chip definitely sounds interesting. But as CEO Jensen Huang said, Nvidia is much more than a GPU company, because Nvidia is more about solving complex problems in less time, and they just never changed the name of the market that Nvidia and the others participate in.</p><h2 id=\"id_3888877553\">The Third Misconception - China</h2><p>There is a lot of talk about how sales in China will drop because of the tensions between China and the United States. But just like AMD did with the RX7900 GRE - Golden Rabbit Edition - with 16 instead of 20 GB of memory, Nvidia will do the same. Releasing a slightly weaker GPU that is still very powerful.</p><p>For example, the GeForce RTX 4090D will be a GPU designed specifically for the Chinese market. Therefore, it is likely that special versions for China that are slightly less powerful will become the standard. But they will still sell because they are still much more powerful than non-AMD or Nvidia products.</p><h2 id=\"id_4229024841\">Nvidia&#39;s Metrics and Balance Sheet</h2><p>This is a quick one for Nvidia, $18.3 billion in cash &amp; ST Investments and only $9.8 billion in debt. So the debt is easily covered, and the balance sheet is rock solid.</p><p>In addition, they have $14 billion in TTM free cash flow (&#34;FCF&#34;) versus only $3,293 billion in stock-based compensation, or SBC, and, therefore, have an SBC adjusted FCF of approximately $10.7 billion. And as we will see in the next chapter, Nvidia is an expert in the efficient use of capital.</p><h2 id=\"id_3599213977\">Nvidia&#39;s Capital Allocation And ROIC</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3654e479729d7d19b0867c1f9c82782\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>Nvidia&#39;s lowest ROIC in the last 5 years was just over 12% and the average is closer to 22%+. And in my calculation, the WACC is about 9% through the cost of debt of 5% and the cost of equity of 9.3%. As a result, Nvidia currently has a 52% -9% = 43% ROIC - WACC spread. An incredibly strong spread for a company that is growing so rapidly, generating positive FCF, and is not overleveraged.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9d489739ac034e1e9cad655db9c63c\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>Moreover, Nvidia does not have an SBC problem, as its outstanding shares have actually declined over the past three years. And FCF is likely to be used for more share buybacks in the coming years as management compensation is aligned with shareholder interests.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f95566ae95ee64bec95d6fb196863df\" tg-width=\"617\" tg-height=\"166\"/></p><p>Proxy Statement NVIDIA</p><p>The performance targets are based on non-GAAP operating income and total shareholder return. And in my view, these are two goals that benefit shareholders. Although I would have preferred to see GAAP rather than non-GAAP operating income because I prefer unadjusted numbers as a measure.</p><h2 id=\"id_3182000941\">Risks</h2><p>I mean, the biggest risk is probably that the cycle is coming to an end and that revenues will be significantly lower in 2025. However, the data center industry shows no signs of slowing down. Microsoft (MSFT), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Amazon (AMZN) all have plans to build new data centers and have ordered H100 chips and will most likely order the new H200 chips when they are released.</p><p>However, because Nvidia is in a highly profitable industry, more and more competitors will try to get a piece of the market. And historically that leads to lower margins. AMD&#39;s Mi300x has already had some success in benchmarks, but will most likely be beaten again by the H200. And right now, it looks like several companies are designing chips specifically for their needs, which could potentially cause Nvidia to lose market share.</p><p>But Nvidia is also evolving. DGX Cloud, which is essentially AI in a browser, is making it easier for many customers to get started. And at CES2024, Nvidia might talk about the ARM CPUs they might release in 2025. The Nintendo Switch, for example, is also powered by a version of Nvidia&#39;s Tegra chip.</p><p>And of course, new approaches to computing can be a risk. For example, Cyxtera&#39;s CTO predicts that quantum computing will be used in data centers by 2024. And Microsoft has its analog iterative machines, which they call the future of computing. But in the near future, the battle against CUDA by AMD, Intel, and others will be important. These companies are trying to break Nvidia&#39;s software moat by creating a more open environment. If they succeed in this attempt, Nvidia&#39;s position would deteriorate significantly.</p><h2 id=\"id_4252150571\">Conclusion</h2><p>I strongly believe that Nvidia has several years of phenomenal growth ahead of it because its GPUs are very important to its customers if they want to stay relevant. And if these chips were not so incredibly important, there would be no trade restrictions. That is why I believe that Nvidia and AMD will be larger and more important companies in five years than they are today. Both have a vision and a strong position to capture the trends of the future, although Nvidia is probably better positioned at the moment. And I fully expect them to have some surprises for us that they are developing in their labs right now.</p><p>Of course, Nvidia may see a bit of a slowdown this year after its meteoric rise, but the company is very, very well positioned for the long term, and the stock should follow the company&#39;s continued success.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Still Misunderstood By A Lot Of Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Still Misunderstood By A Lot Of Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-09 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4661688-nvidia-is-still-misunderstood-by-a-lot-of-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's high earnings growth justifies its valuation and the stock's upward trajectory.The demand for Nvidia's products is still greater than what they can deliver, indicating potential ...</p>\n\n<a href=\"https://seekingalpha.com/article/4661688-nvidia-is-still-misunderstood-by-a-lot-of-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4528":"SaaS概念","BK4585":"ETF&股票定投概念","BK4587":"ChatGPT概念","BK4525":"远程办公概念","BK4122":"互联网与直销零售","BK4529":"IDC概念","BK4524":"宅经济概念","NVDA":"英伟达","BK4527":"明星科技股","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4661688-nvidia-is-still-misunderstood-by-a-lot-of-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2401957471","content_text":"Nvidia Corporation's high earnings growth justifies its valuation and the stock's upward trajectory.The demand for Nvidia's products is still greater than what they can deliver, indicating potential for continued earnings growth.Nvidia's management has a track record of anticipating and positioning the company for future trends, making it well-positioned for revenue growth.Justin SullivanThe Nvidia Investment ThesisData by YChartsNvidia Corporation's rapid rise in 2023 has led some investors to the mistaken assumption that the company is vastly overvalued. I think if we take into account the quality of the company, its high barriers to entry, as well as its competitive advantages, which will translate into strong earnings growth this year, the notion of overvaluation is wrong. So I want to clear up some misconceptions as I see them and argue that Nvidia is attractively valued from a long-term perspective.The First Misconception About Nvidia - The Alleged OvervaluationData by YChartsThere were times in 2022 when Nvidia traded at extremely high multiples, but in hindsight they were justified. Nvidia's high earnings growth rates over the past year have caused the multiple to come down even as the stock has soared. And with a forward P/E in the thirties and a forward EV/EBITDA also in the thirties, Nvidia is definitely not overvalued in terms of growth opportunities and valuation.I feel like a lot of people think that Nvidia is overvalued just because the stock has gone up so much. But that run-up is based on an incredible competitive advantage and strong metrics. If people were to argue that Nvidia is a stock in a cyclical industry and so they think the cycle has peaked and therefore they think earnings are going to go down, I could understand their argument. Although, in my opinion, the end of the cycle is not yet in sight.Companies like Dell (DELL), Lenovo (OTCPK:LNVGY), and Hewlett Packard Enterprise Company (HPE) are still waiting for their H100 shipments, with wait times ranging from 36 to 52 weeks. The demand for Nvidia's product is still greater than what they can deliver in a timely manner. Therefore, I do not believe that Nvidia's earnings will decline significantly over the next few years.In addition, Nvidia's management really knows how to anticipate and position itself for the next trends. They benefited from the blockchain/crypto hype, now the LLM/generative AI hype, and have also positioned themselves to benefit from full self-driving (\"FSD\") cars, fraud detection, and the Metaverse. These are all things that could be big revenue drivers in the future. Nvidia DRIVE and their AI cockpit solutions could be very valuable when there is a breakthrough in the space, and it becomes mass market, and when the Metaverse becomes a thing, who produces the best GPU that will be able to get the most realistic graphics? Nvidia and with some distance Advanced Micro Devices (AMD). And Nvidia is also in the robotics market with NVIDIA Isaac, working with Foxconn (OTCPK:FXCOF). Another incredibly exciting market of the future.AuthorAnd if we want to see what is currently priced in, we can do a reverse discounted cash flow (\"DCF\") analysis using the following assumptions:Diluted EPS TTM: $7.59Discount Rate: 10%Terminal multiple: 35x.Then we obtain the result that the stock's current price implies an EPS growth rate of 19% over the next 10 years. Nvidia's 3Y CAGR: 70.49%, 5Y CAGR: 32.33%, and 10Y CAGR: 44.34% are all well above that. Again, this suggests that the stock is not overvalued, perhaps quite the opposite.The Second Misconception - It Is Just Hype, Nvidia Just Got Lucky And The Products Are Not That AwesomeIntel's CEO Patrick Gelsinger reportedly said that Nvidia \"got extraordinarily lucky\" and that Intel did not continue the Larrabee project and that Nvidia benefited from that. But again, this is an excellent example of Nvidia seeing trends before most others. A huge competitive advantage. A testament to the quality of Nvidia's management.If we look at the GPU market, Nvidia and AMD are the two behemoths and Intel is relatively far behind. Nvidia is trying to lock customers into its ecosystem, whereas AMD's approach is to make its products available to as many customers as possible. Thanks to innovations like Raytracing, Upscaling DLSS and G-Sync, Nvidia is able to dominate the benchmarks and justify the kind of premium price you have to pay for their products. And Nvidia's CUDA in particular is the biggest competitive advantage right now because Nvidia is way ahead on the software side. But, and we will talk about this in the risk section, that moat is at risk of being attacked.When it comes to maximum performance, the GeForce RTX 4090 is currently unmatched. AMD's Radeon RX 7900XTX is in second place, but relatively far behind. AMD's strengths are more in the price/performance category, as the RX 7800 XT could be the best mid-range GPU, and perhaps another advantage that could be important in the future is that AMD is generally more energy efficient with its offerings. And far behind the two in this market is Intel with the ARC A770.And the RTX 5090, which may see a switch to MCM design, could be 2.5 times faster than the 4090. So the Blackwell generation, expected in late 2024 or early 2025, could therefore cause quite a stir. 5 Blackwell chips combined with GDDR7 memory and TSMC's 3nm chip definitely sounds interesting. But as CEO Jensen Huang said, Nvidia is much more than a GPU company, because Nvidia is more about solving complex problems in less time, and they just never changed the name of the market that Nvidia and the others participate in.The Third Misconception - ChinaThere is a lot of talk about how sales in China will drop because of the tensions between China and the United States. But just like AMD did with the RX7900 GRE - Golden Rabbit Edition - with 16 instead of 20 GB of memory, Nvidia will do the same. Releasing a slightly weaker GPU that is still very powerful.For example, the GeForce RTX 4090D will be a GPU designed specifically for the Chinese market. Therefore, it is likely that special versions for China that are slightly less powerful will become the standard. But they will still sell because they are still much more powerful than non-AMD or Nvidia products.Nvidia's Metrics and Balance SheetThis is a quick one for Nvidia, $18.3 billion in cash & ST Investments and only $9.8 billion in debt. So the debt is easily covered, and the balance sheet is rock solid.In addition, they have $14 billion in TTM free cash flow (\"FCF\") versus only $3,293 billion in stock-based compensation, or SBC, and, therefore, have an SBC adjusted FCF of approximately $10.7 billion. And as we will see in the next chapter, Nvidia is an expert in the efficient use of capital.Nvidia's Capital Allocation And ROICData by YChartsNvidia's lowest ROIC in the last 5 years was just over 12% and the average is closer to 22%+. And in my calculation, the WACC is about 9% through the cost of debt of 5% and the cost of equity of 9.3%. As a result, Nvidia currently has a 52% -9% = 43% ROIC - WACC spread. An incredibly strong spread for a company that is growing so rapidly, generating positive FCF, and is not overleveraged.Data by YChartsMoreover, Nvidia does not have an SBC problem, as its outstanding shares have actually declined over the past three years. And FCF is likely to be used for more share buybacks in the coming years as management compensation is aligned with shareholder interests.Proxy Statement NVIDIAThe performance targets are based on non-GAAP operating income and total shareholder return. And in my view, these are two goals that benefit shareholders. Although I would have preferred to see GAAP rather than non-GAAP operating income because I prefer unadjusted numbers as a measure.RisksI mean, the biggest risk is probably that the cycle is coming to an end and that revenues will be significantly lower in 2025. However, the data center industry shows no signs of slowing down. Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) all have plans to build new data centers and have ordered H100 chips and will most likely order the new H200 chips when they are released.However, because Nvidia is in a highly profitable industry, more and more competitors will try to get a piece of the market. And historically that leads to lower margins. AMD's Mi300x has already had some success in benchmarks, but will most likely be beaten again by the H200. And right now, it looks like several companies are designing chips specifically for their needs, which could potentially cause Nvidia to lose market share.But Nvidia is also evolving. DGX Cloud, which is essentially AI in a browser, is making it easier for many customers to get started. And at CES2024, Nvidia might talk about the ARM CPUs they might release in 2025. The Nintendo Switch, for example, is also powered by a version of Nvidia's Tegra chip.And of course, new approaches to computing can be a risk. For example, Cyxtera's CTO predicts that quantum computing will be used in data centers by 2024. And Microsoft has its analog iterative machines, which they call the future of computing. But in the near future, the battle against CUDA by AMD, Intel, and others will be important. These companies are trying to break Nvidia's software moat by creating a more open environment. If they succeed in this attempt, Nvidia's position would deteriorate significantly.ConclusionI strongly believe that Nvidia has several years of phenomenal growth ahead of it because its GPUs are very important to its customers if they want to stay relevant. And if these chips were not so incredibly important, there would be no trade restrictions. That is why I believe that Nvidia and AMD will be larger and more important companies in five years than they are today. Both have a vision and a strong position to capture the trends of the future, although Nvidia is probably better positioned at the moment. And I fully expect them to have some surprises for us that they are developing in their labs right now.Of course, Nvidia may see a bit of a slowdown this year after its meteoric rise, but the company is very, very well positioned for the long term, and the stock should follow the company's continued success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236818455392344,"gmtCreate":1698852557604,"gmtModify":1698852578860,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT THE GREED mada fkers🤡","listText":"SHORT THE GREED mada fkers🤡","text":"SHORT THE GREED mada fkers🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236818455392344","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947819554,"gmtCreate":1682867172978,"gmtModify":1682867177071,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT","listText":"SHORT","text":"SHORT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947819554","repostId":"1126070801","repostType":2,"repost":{"id":"1126070801","pubTimestamp":1682816101,"share":"https://ttm.financial/m/news/1126070801?lang=&edition=fundamental","pubTime":"2023-04-30 08:55","market":"us","language":"en","title":"Fed Seen Boosting Rates Even as Economic Risks Build","url":"https://stock-news.laohu8.com/highlight/detail?id=1126070801","media":"Bloomberg","summary":"Quarter-point hike and healthy jobs report anticipatedECB and Norway may also raise rates while Braz","content":"<html><head></head><body><ul><li><p>Quarter-point hike and healthy jobs report anticipated</p></li><li><p>ECB and Norway may also raise rates while Brazil stays on hold</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/baa566032cb3244338f405b9197d9146\" alt=\"Shoppers wait in line to checkout inside a grocery store in San Francisco, California. Photographer: David Paul Morris/Bloomberg\" title=\"Shoppers wait in line to checkout inside a grocery store in San Francisco, California. Photographer: David Paul Morris/Bloomberg\" tg-width=\"1000\" tg-height=\"661\"/><span>Shoppers wait in line to checkout inside a grocery store in San Francisco, California. Photographer: David Paul Morris/Bloomberg</span></p><p style=\"text-align: start;\">Federal Reserve policymakers are about to extend their year-long campaign of raising interest rates to beat back still-stubborn inflation, even as risks to the US economy build.</p><p style=\"text-align: start;\">The Federal Open Market Committee is expected to boost the benchmark lending rate target by another quarter percentage point on Wednesday, marking the 10th consecutive increase going back to March of last year. While officials’ efforts have helped to reduce price pressures in the US economy, inflation remains well above their goal.</p><p style=\"text-align: start;\">At the same time, first-quarter growth figures this past week pointed to an economy that’s downshifting. The monthly jobs report on Friday will give a sense of how labor demand — a key support for the economy — is holding up.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9f9a615b3e05114082aba9037cda84\" tg-width=\"961\" tg-height=\"525\"/></p><p>The projected 180,000 increase in April payrolls is seen as healthy, although it would mark the third straight month of decelerating employment growth. The still-firm labor market has been instrumental in extending an economic expansion that’s increasingly feeling the pinch from tighter Fed policy.</p><p>Other data on the schedule include March job openings and April surveys of purchasing managers in manufacturing and services.</p><blockquote><strong>What Bloomberg Economics Says:</strong></blockquote><blockquote>“Signs point to the FOMC raising rates by 25 basis points to 5.25% in the May 3 decision — despite ongoing turmoil in the banking system — and signaling that this will be the last hike for a while. The next phase of the tightening cycle will be to hold rates at that elevated level, while watching to see if inflation trends down.”—Anna Wong, Stuart Paul, Eliza Winger and Jonathan Church, economists. For full analysis</blockquote><p style=\"text-align: start;\">Elsewhere, rate increases in the euro zone and Norway and a pause in Brazil will be among other key monetary decisions due around the world.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ba6ba17da6bfc29a367130aaec6a877\" tg-width=\"945\" tg-height=\"646\"/></p><h3 style=\"text-align: start;\">Europe, Middle East, Africa</h3><p style=\"text-align: start;\">The region faces an eventful week, albeit a shorter one in many countries following a long holiday weekend. </p><p style=\"text-align: start;\">The ECB takes center stage on Thursday with a rate decision in the wake of the Fed the previous evening. Investors and economists anticipate a quarter-point hike, dialing down the pace of tightening as the central bank’s earlier moves impact the economy with a lag and lingering financial-stability worries dictate caution. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff3d074e440ff7bd08c4096bae00ef2b\" tg-width=\"970\" tg-height=\"604\"/></p><p>Critical to the decision will be the ECB’s latest bank-lending survey, due on Tuesday, and inflation data published the same day. </p><p style=\"text-align: start;\">The consumer-price figures are anticipated by economists to show conflicting signals: the headline measure could accelerate for the first time in half a year, while an underlying index stripping out volatile items such as energy may show slowing. </p><p style=\"text-align: start;\">It’s that latter gauge that ECB officials are watching — and if the report were to show so-called core inflation unexpectedly quickening, a bigger rate move could yet transpire.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a065df96b97a8e388e17fa01b2b89148\" alt=\"Source: Eurostat, Bloomberg Economics, Bloomberg surveys of economists\" title=\"Source: Eurostat, Bloomberg Economics, Bloomberg surveys of economists\" tg-width=\"966\" tg-height=\"532\"/><span>Source: Eurostat, Bloomberg Economics, Bloomberg surveys of economists</span></p><p>Other monetary policy decisions are also due from across the region:</p><ul><li><p>Danish policy makers normally follow any ECB rate move with a similar one of their own. Any hike is likely to transpire in the hours after the outcome in Frankfurt on Thursday.</p></li><li><p>Earlier that day, Norway’s central bank may raise borrowing costs by a quarter point, keeping up pressure on inflation just as the economy proves more resilient than expected.</p></li><li><p>The Czech central bank on Wednesday is expected to leave rates unchanged despite increasingly hawkish rhetoric from its board members.</p></li></ul><p style=\"text-align: start;\">It’s a quieter week in the UK, where officials will enter a blackout period before their decision on May 11. Among data due there are shop prices from the British Retail Consortium, Nationwide house prices, and the Bank of England’s mortgage approval and consumer-credit data.</p><p>Figures on Wednesday will probably show that fourth-quarter economic growth in Kenya slowed to 4% from 4.7% in the prior three months. That’s as unfavorable weather conditions, higher input costs, foreign-currency shortages, rising interest rates and government spending cuts curtailed output growth. </p><p style=\"text-align: start;\">Turkish inflation is expected to remain high in data due Wednesday but price gains are anticipated to cool, with the Treasury Minister saying they’ll dip below 50%. </p><p style=\"text-align: start;\">On Friday, Turkey’s trade balance may take another hit from a surge in energy and gold imports. Data for the country are being closely watched ahead of close-run elections on May 14.</p><h3 style=\"text-align: start;\">Asia</h3><p style=\"text-align: start;\">China’s latest PMI figures on Sunday are expected to show a continued recovery in activity in both the manufacturing and service sectors as the impact of earlier Covid lockdowns recede, though at a slower pace of expansion. </p><p style=\"text-align: start;\">What are likely to be largely encouraging signs for the global economy from China may contrast with South Korean trade figures out Monday that are forecast to show a gloomier outlook. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25ab8617618fcd6d407ed9933ad0080\" tg-width=\"993\" tg-height=\"568\"/></p><p>Inflation figures Tuesday should hint at whether the Bank of Korea’s decision to keep rates on hold is supported by cooling price growth. Regional PMIs the same day will fill out the picture for Asia’s current economic momentum. </p><p style=\"text-align: start;\">Finance ministers and central bank governors are set to gather for the annual Asian Development Bank meeting in South Korea, with climate financing measures among the matters under discussion. Senior officials from both Japan and South Korea are expected to attend. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84ecd6fec4c10fd631b6731dd0c5e5a5\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p>The Reserve Bank of Australia is expected to keep rates unchanged again as inflationary pressure Down Under continues to edge down from elevated levels. </p><p>Malaysia’s central bank is also seen standing pat on Wednesday. Indonesia, Thailand and Taiwan are all due to release price data during the week.</p><h3 style=\"text-align: start;\">Latin America</h3><p style=\"text-align: start;\">The week kicks off with the April consumer price report for Peru’s capital, Lima, which likely slowed for a third month from 8.4% in March. Central bank chief Julio Velarde sees inflation hitting 3% by year-end.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c38f985e3320e29ae46234ce0e8bd08\" tg-width=\"945\" tg-height=\"546\"/></p><p>The bottom line of this week’s Brazilian central bank rate decision is a given — the key rate will be kept unchanged at 13.75% for a sixth straight meeting.</p><p style=\"text-align: start;\">Any drama will come from the post-decision communique: Brazil watchers will be on the lookout for shifts to a standing warning that the bank won’t hesitate to lift rates to counter resurgent inflation.</p><p style=\"text-align: start;\">In Colombia, publication of the central bank’s monetary policy report and minutes of its recent meeting may take a back seat to the April 26 ouster of finance chief Jose Antonio Ocampo by President Gustavo Petro, and subsequent tumble by the nation’s assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbb766624337ca2b81cd4c670fff6ff\" tg-width=\"963\" tg-height=\"616\"/></p><p>The week may, however, end on a propitious note. Data out of Colombia on Friday may show inflation slowed for the first time in 11 months from March’s 13.34%, perhaps even below 13%. With that, inflation in all five of Latin America’s big targeting economies would be falling simultaneously once again for the first time since April 2020.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Seen Boosting Rates Even as Economic Risks Build</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\">\nFed Seen Boosting Rates Even as Economic Risks Build\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-30 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-29/fed-rates-latest-us-central-bank-seen-hiking-even-as-economic-risks-build?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quarter-point hike and healthy jobs report anticipatedECB and Norway may also raise rates while Brazil stays on holdShoppers wait in line to checkout inside a grocery store in San Francisco, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-29/fed-rates-latest-us-central-bank-seen-hiking-even-as-economic-risks-build?srnd=premium-asia\">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.bloomberg.com/news/articles/2023-04-29/fed-rates-latest-us-central-bank-seen-hiking-even-as-economic-risks-build?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126070801","content_text":"Quarter-point hike and healthy jobs report anticipatedECB and Norway may also raise rates while Brazil stays on holdShoppers wait in line to checkout inside a grocery store in San Francisco, California. Photographer: David Paul Morris/BloombergFederal Reserve policymakers are about to extend their year-long campaign of raising interest rates to beat back still-stubborn inflation, even as risks to the US economy build.The Federal Open Market Committee is expected to boost the benchmark lending rate target by another quarter percentage point on Wednesday, marking the 10th consecutive increase going back to March of last year. While officials’ efforts have helped to reduce price pressures in the US economy, inflation remains well above their goal.At the same time, first-quarter growth figures this past week pointed to an economy that’s downshifting. The monthly jobs report on Friday will give a sense of how labor demand — a key support for the economy — is holding up.The projected 180,000 increase in April payrolls is seen as healthy, although it would mark the third straight month of decelerating employment growth. The still-firm labor market has been instrumental in extending an economic expansion that’s increasingly feeling the pinch from tighter Fed policy.Other data on the schedule include March job openings and April surveys of purchasing managers in manufacturing and services.What Bloomberg Economics Says:“Signs point to the FOMC raising rates by 25 basis points to 5.25% in the May 3 decision — despite ongoing turmoil in the banking system — and signaling that this will be the last hike for a while. The next phase of the tightening cycle will be to hold rates at that elevated level, while watching to see if inflation trends down.”—Anna Wong, Stuart Paul, Eliza Winger and Jonathan Church, economists. For full analysisElsewhere, rate increases in the euro zone and Norway and a pause in Brazil will be among other key monetary decisions due around the world.Europe, Middle East, AfricaThe region faces an eventful week, albeit a shorter one in many countries following a long holiday weekend. The ECB takes center stage on Thursday with a rate decision in the wake of the Fed the previous evening. Investors and economists anticipate a quarter-point hike, dialing down the pace of tightening as the central bank’s earlier moves impact the economy with a lag and lingering financial-stability worries dictate caution. Critical to the decision will be the ECB’s latest bank-lending survey, due on Tuesday, and inflation data published the same day. The consumer-price figures are anticipated by economists to show conflicting signals: the headline measure could accelerate for the first time in half a year, while an underlying index stripping out volatile items such as energy may show slowing. It’s that latter gauge that ECB officials are watching — and if the report were to show so-called core inflation unexpectedly quickening, a bigger rate move could yet transpire.Source: Eurostat, Bloomberg Economics, Bloomberg surveys of economistsOther monetary policy decisions are also due from across the region:Danish policy makers normally follow any ECB rate move with a similar one of their own. Any hike is likely to transpire in the hours after the outcome in Frankfurt on Thursday.Earlier that day, Norway’s central bank may raise borrowing costs by a quarter point, keeping up pressure on inflation just as the economy proves more resilient than expected.The Czech central bank on Wednesday is expected to leave rates unchanged despite increasingly hawkish rhetoric from its board members.It’s a quieter week in the UK, where officials will enter a blackout period before their decision on May 11. Among data due there are shop prices from the British Retail Consortium, Nationwide house prices, and the Bank of England’s mortgage approval and consumer-credit data.Figures on Wednesday will probably show that fourth-quarter economic growth in Kenya slowed to 4% from 4.7% in the prior three months. That’s as unfavorable weather conditions, higher input costs, foreign-currency shortages, rising interest rates and government spending cuts curtailed output growth. Turkish inflation is expected to remain high in data due Wednesday but price gains are anticipated to cool, with the Treasury Minister saying they’ll dip below 50%. On Friday, Turkey’s trade balance may take another hit from a surge in energy and gold imports. Data for the country are being closely watched ahead of close-run elections on May 14.AsiaChina’s latest PMI figures on Sunday are expected to show a continued recovery in activity in both the manufacturing and service sectors as the impact of earlier Covid lockdowns recede, though at a slower pace of expansion. What are likely to be largely encouraging signs for the global economy from China may contrast with South Korean trade figures out Monday that are forecast to show a gloomier outlook. Inflation figures Tuesday should hint at whether the Bank of Korea’s decision to keep rates on hold is supported by cooling price growth. Regional PMIs the same day will fill out the picture for Asia’s current economic momentum. Finance ministers and central bank governors are set to gather for the annual Asian Development Bank meeting in South Korea, with climate financing measures among the matters under discussion. Senior officials from both Japan and South Korea are expected to attend. The Reserve Bank of Australia is expected to keep rates unchanged again as inflationary pressure Down Under continues to edge down from elevated levels. Malaysia’s central bank is also seen standing pat on Wednesday. Indonesia, Thailand and Taiwan are all due to release price data during the week.Latin AmericaThe week kicks off with the April consumer price report for Peru’s capital, Lima, which likely slowed for a third month from 8.4% in March. Central bank chief Julio Velarde sees inflation hitting 3% by year-end.The bottom line of this week’s Brazilian central bank rate decision is a given — the key rate will be kept unchanged at 13.75% for a sixth straight meeting.Any drama will come from the post-decision communique: Brazil watchers will be on the lookout for shifts to a standing warning that the bank won’t hesitate to lift rates to counter resurgent inflation.In Colombia, publication of the central bank’s monetary policy report and minutes of its recent meeting may take a back seat to the April 26 ouster of finance chief Jose Antonio Ocampo by President Gustavo Petro, and subsequent tumble by the nation’s assets.The week may, however, end on a propitious note. Data out of Colombia on Friday may show inflation slowed for the first time in 11 months from March’s 13.34%, perhaps even below 13%. With that, inflation in all five of Latin America’s big targeting economies would be falling simultaneously once again for the first time since April 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941275151,"gmtCreate":1680339636274,"gmtModify":1680339640011,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT. SELL NOW🤡","listText":"SHORT. SELL NOW🤡","text":"SHORT. SELL NOW🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941275151","repostId":"1145165921","repostType":2,"repost":{"id":"1145165921","pubTimestamp":1680301229,"share":"https://ttm.financial/m/news/1145165921?lang=&edition=fundamental","pubTime":"2023-04-01 06:20","market":"us","language":"en","title":"Bearish Sentiment on Stocks Is Best Thing Rally Has Going for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1145165921","media":"Bloomberg","summary":"Hedge funds’ cyclical exposure at three-year low: JPMorganBack-to-back quarterly gains seen only twi","content":"<html><head></head><body><ul><li><p>Hedge funds’ cyclical exposure at three-year low: JPMorgan</p></li><li><p>Back-to-back quarterly gains seen only twice in 14 bear cycles</p></li></ul><p>Skeptics, cranks, disbelievers. The stock market is overrun with them. It may be one of the reasons equities keep rising.</p><p style=\"text-align: start;\">Rarely has the consensus been more uniformly bearish than it is now. Investors are sitting with the lowest allocation to US stocks in almost two decades, have kept cash holdings high for the longest stretch since the dot-com crash and are embracing recession trades more than any time since 2020. And why not? The banking system is stressed, the Federal Reserve pushed forward with another interest-rates increase while recession warnings continued to flare in bonds.</p><p style=\"text-align: start;\">But when everyone’s leaning one way, big swings are apt to break out in the other, as the consensus is strained and people give in. Small gains can snowball when the worry is missing out on the next big rally. Lately the concern has been warranted. The S&amp;P 500 just finished the first three months of the year up 7%, rounding out back-to-back quarterly gains. That hasn’t happened during any bear market in the past four decades.</p><p style=\"text-align: start;\">“Zero bulls out there,” wrote Brian Garrett, a managing director at Goldman Sachs Group Inc., in a note this week citing a recent client survey showing 85% of the respondents were bearish or neutral. “Part of me wonders if the trigger finger is starting to itch.”</p><p>The pain of being a bear was evident in the performance of most-hated stocks, which as a group rose twice as much as the market on Friday, handing losses to short sellers. An index tracking them climbed for the first time in seven quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4309f4f52b3f9791f3e3182b3f07150\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p><em> </em>Pessimists abound, even after a rally that has added $4 trillion in equity values over nearly six months. In the latest Bank of America Corp. survey of money managers this month, allocation to US stocks fell to an 18-year low, while their cash levels held above 5% for 15 straight months, the longest run since 2002.</p><p style=\"text-align: start;\">Among professional speculators, caution also prevails. Hedge funds have slashed their positions in economically sensitive shares such as banks, driving their cyclical exposure versus defensive stocks toward the lowest level since early 2020, according to JPMorgan Chase &amp; Co.’s prime brokerage unit. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2fd7690a7c5ac7c4c128b876a2ec6c8\" alt=\"Source: JPMorgan\" title=\"Source: JPMorgan\" tg-width=\"1000\" tg-height=\"488\"/><span>Source: JPMorgan</span></p><p></p><p><em> </em>At Goldman, hedge fund clients saw their net equity exposure hovering near five-year lows. Garrett noted that the group’s broad positioning has barely moved in the last four months. </p><p style=\"text-align: start;\">The lack of action echoes a pattern among Wall Street forecasters. While news about banking stress has been fast and furious, estimates on where the S&amp;P 500 will end the year and how much profit corporate America will earn have largely stayed the same. Part of the inertia likely reflects confusion as to where the economy and market are heading.</p><p>The duration of equity strength is getting hard to ignore and calls into question the claim that this rally is nothing but a bear market bounce, a view shared by top-ranked strategists such as Morgan Stanley’s Mike Wilson and JPMorgan’s Marko Kolanovic.</p><p style=\"text-align: start;\">Of the 14 previous bear markets, only two saw the S&amp;P 500 experience back-to-back quarterly gains, in 1981 and 1938. Put another way, history is not on the side of bears when stock momentum is as strong as it has been.</p><p style=\"text-align: start;\">“It is the bears who are trapped and could fuel further gains in April,” said Tom Lee, co-founder at Fundstrat Global Advisors LLC who considers the S&amp;P 500’s October low as the start of a bull cycle.</p><p>One big winner out of the banking chaos has been technology megacaps. The Nasdaq 100 climbed for a third straight week, extending an advance from its December trough to 23%, as investors rotated out of financial shares and sought safety in cash-rich companies. </p><p style=\"text-align: start;\">While the surge across the 20% threshold fueled calls for a fresh bull cycle for the Nasdaq, it’s worth noting that the tech-heavy gauge scored a similar rebound last summer, only to resume declines and reach new lows in December. When the internet bubble burst from 2000 to 2002, investors had to endure five episodes that saw recoveries of that size before the market ultimately found a bottom. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f70ee543dea0ad390dbfbcf651b4da59\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p><em> </em>To Tony Roth, chief investment officer at Wilmington Trust, the current market buoyancy is built on false hopes that the Fed will lower interest rates with the banking crisis threatening to thrust the economy into a recession. The firm in November went underweight equities for the first time in eight years, and Roth expects the bear run to last until inflation is under control. </p><p style=\"text-align: start;\">“The market is basically telling you that these rate cuts later this year are going to support higher multiples and we’re not convinced those rate cuts are going to come,” he said. “The markets are misreading the Fed.” </p><p style=\"text-align: start;\">In many ways, the fundamental picture is not encouraging. Analysts have been trimming their 2023 earnings estimates since June. While the S&amp;P 500’s price-earnings ratio is in line with its own historic average, stocks look rather unattractive when stacked next to cash yielding 5%. </p><p style=\"text-align: start;\">When the market has every reason to fall and it hasn’t, theories are proffered as to what is holding it up. To Matthew Reiner, an equity sales trader with JPMorgan, it boils down to positioning.</p><p style=\"text-align: start;\">“Equities are remarkably resilient. Positioning remains very light,” Reiner wrote in a note. “We all need to ask, is sentiment shifting around the edges? If so, investors need to start making their bets. Real fast.”</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>Bearish Sentiment on Stocks Is Best Thing Rally Has Going for It</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\">\nBearish Sentiment on Stocks Is Best Thing Rally Has Going for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 06:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/bear-stranglehold-on-stocks-is-best-thing-rally-has-going-for-it?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds’ cyclical exposure at three-year low: JPMorganBack-to-back quarterly gains seen only twice in 14 bear cyclesSkeptics, cranks, disbelievers. The stock market is overrun with them. It may be...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/bear-stranglehold-on-stocks-is-best-thing-rally-has-going-for-it?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-31/bear-stranglehold-on-stocks-is-best-thing-rally-has-going-for-it?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145165921","content_text":"Hedge funds’ cyclical exposure at three-year low: JPMorganBack-to-back quarterly gains seen only twice in 14 bear cyclesSkeptics, cranks, disbelievers. The stock market is overrun with them. It may be one of the reasons equities keep rising.Rarely has the consensus been more uniformly bearish than it is now. Investors are sitting with the lowest allocation to US stocks in almost two decades, have kept cash holdings high for the longest stretch since the dot-com crash and are embracing recession trades more than any time since 2020. And why not? The banking system is stressed, the Federal Reserve pushed forward with another interest-rates increase while recession warnings continued to flare in bonds.But when everyone’s leaning one way, big swings are apt to break out in the other, as the consensus is strained and people give in. Small gains can snowball when the worry is missing out on the next big rally. Lately the concern has been warranted. The S&P 500 just finished the first three months of the year up 7%, rounding out back-to-back quarterly gains. That hasn’t happened during any bear market in the past four decades.“Zero bulls out there,” wrote Brian Garrett, a managing director at Goldman Sachs Group Inc., in a note this week citing a recent client survey showing 85% of the respondents were bearish or neutral. “Part of me wonders if the trigger finger is starting to itch.”The pain of being a bear was evident in the performance of most-hated stocks, which as a group rose twice as much as the market on Friday, handing losses to short sellers. An index tracking them climbed for the first time in seven quarters.  Pessimists abound, even after a rally that has added $4 trillion in equity values over nearly six months. In the latest Bank of America Corp. survey of money managers this month, allocation to US stocks fell to an 18-year low, while their cash levels held above 5% for 15 straight months, the longest run since 2002.Among professional speculators, caution also prevails. Hedge funds have slashed their positions in economically sensitive shares such as banks, driving their cyclical exposure versus defensive stocks toward the lowest level since early 2020, according to JPMorgan Chase & Co.’s prime brokerage unit. Source: JPMorgan At Goldman, hedge fund clients saw their net equity exposure hovering near five-year lows. Garrett noted that the group’s broad positioning has barely moved in the last four months. The lack of action echoes a pattern among Wall Street forecasters. While news about banking stress has been fast and furious, estimates on where the S&P 500 will end the year and how much profit corporate America will earn have largely stayed the same. Part of the inertia likely reflects confusion as to where the economy and market are heading.The duration of equity strength is getting hard to ignore and calls into question the claim that this rally is nothing but a bear market bounce, a view shared by top-ranked strategists such as Morgan Stanley’s Mike Wilson and JPMorgan’s Marko Kolanovic.Of the 14 previous bear markets, only two saw the S&P 500 experience back-to-back quarterly gains, in 1981 and 1938. Put another way, history is not on the side of bears when stock momentum is as strong as it has been.“It is the bears who are trapped and could fuel further gains in April,” said Tom Lee, co-founder at Fundstrat Global Advisors LLC who considers the S&P 500’s October low as the start of a bull cycle.One big winner out of the banking chaos has been technology megacaps. The Nasdaq 100 climbed for a third straight week, extending an advance from its December trough to 23%, as investors rotated out of financial shares and sought safety in cash-rich companies. While the surge across the 20% threshold fueled calls for a fresh bull cycle for the Nasdaq, it’s worth noting that the tech-heavy gauge scored a similar rebound last summer, only to resume declines and reach new lows in December. When the internet bubble burst from 2000 to 2002, investors had to endure five episodes that saw recoveries of that size before the market ultimately found a bottom.   To Tony Roth, chief investment officer at Wilmington Trust, the current market buoyancy is built on false hopes that the Fed will lower interest rates with the banking crisis threatening to thrust the economy into a recession. The firm in November went underweight equities for the first time in eight years, and Roth expects the bear run to last until inflation is under control. “The market is basically telling you that these rate cuts later this year are going to support higher multiples and we’re not convinced those rate cuts are going to come,” he said. “The markets are misreading the Fed.” In many ways, the fundamental picture is not encouraging. Analysts have been trimming their 2023 earnings estimates since June. While the S&P 500’s price-earnings ratio is in line with its own historic average, stocks look rather unattractive when stacked next to cash yielding 5%. When the market has every reason to fall and it hasn’t, theories are proffered as to what is holding it up. To Matthew Reiner, an equity sales trader with JPMorgan, it boils down to positioning.“Equities are remarkably resilient. Positioning remains very light,” Reiner wrote in a note. “We all need to ask, is sentiment shifting around the edges? If so, investors need to start making their bets. Real fast.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941275359,"gmtCreate":1680339609372,"gmtModify":1680339613136,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT","listText":"SHORT","text":"SHORT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941275359","repostId":"2323082382","repostType":2,"repost":{"id":"2323082382","pubTimestamp":1680318323,"share":"https://ttm.financial/m/news/2323082382?lang=&edition=fundamental","pubTime":"2023-04-01 11:05","market":"us","language":"en","title":"2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2323082382","media":"Motley Fool","summary":"These monster growth stocks have made patient shareholders much richer in the last 10 years.","content":"<html><head></head><body><p>A few big winners can turn a mediocre portfolio into a monster portfolio. <strong>Nvidia</strong> and <strong>Tesla</strong> are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.</p><p>Are these growth stocks still worth buying?</p><h2>1. Nvidia</h2><p>Semiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.</p><p>However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.</p><p>The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.</p><p>Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.</p><p>Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.</p><h2>2. Tesla</h2><p>Tesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.</p><p>Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.</p><p>Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.</p><p>Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.</p><p>Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company&#39;s most important source of profitability.</p><p>Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.</p><p>Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.</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 That Turned $20,000 Into $1 Million In the Last Decade</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 That Turned $20,000 Into $1 Million In the Last Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","BK4579":"人工智能","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4511":"特斯拉概念","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","NVDA":"英伟达","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323082382","content_text":"A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.Are these growth stocks still worth buying?1. NvidiaSemiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.2. TeslaTesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company's most important source of profitability.Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941658394,"gmtCreate":1680223204018,"gmtModify":1680223207873,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Post for the first time🤡","listText":"Post for the first time🤡","text":"Post for the first time🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941658394","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941066760,"gmtCreate":1679880503351,"gmtModify":1679881715678,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"BECAUSE IT GONNA BE FKING BULL🤡","listText":"BECAUSE IT GONNA BE FKING BULL🤡","text":"BECAUSE IT GONNA BE FKING BULL🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941066760","repostId":"2322046383","repostType":4,"repost":{"id":"2322046383","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":1679872794,"share":"https://ttm.financial/m/news/2322046383?lang=&edition=fundamental","pubTime":"2023-03-27 07:19","market":"us","language":"en","title":"Why the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2322046383","media":"Dow Jones","summary":"Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in t","content":"<html><head></head><body><p>Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.</p><p>&#34;Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that&#39;s what keeps it from spilling over to the broader market,&#34; said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.</p><p>There&#39;s also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.</p><p>But gains last week, which came amid volatile trading, aren&#39;t sending an all-clear signal, stock-market analysts and investors said.</p><p>Banking worries haven&#39;t gone away after the failure of three U.S. institutions earlier this month and UBS Group AG&#39;s (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.</p><p>It&#39;s the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday&#39;s closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank&#39;s collapse the preceding Friday.</p><p>That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn&#39;t considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, &#34;we would be prepared to take additional actions if warranted.&#34;</p><p>Deposits are &#34;the epicenter of the crisis of confidence&#34; in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won&#39;t be full protection for deposits is bound to worry investors in a charged environment.</p><p>Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.</p><p>Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.</p><p>&#34;Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,&#34; he wrote.</p><p>Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increase</p><p>Meanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank&#39;s collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.</p><p>There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB&#39;s collapse, he said (see chart above).</p><p>&#34;The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,&#34; Slok wrote.</p><p>The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&amp;P 500  rose 1.4%, recouping the large-cap benchmark&#39;s March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.</p><p>Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&amp;P Regional Banking ETF <a href=\"https://laohu8.com/S/KRE\">$(KRE)$</a> eked out a 0.2% weekly gain but remains down 29.3% in March. KRE&#39;s plunge has taken it back to levels last seen in November 2020.</p><p>Look beneath the surface, and the stock market appears &#34;bifurcated,&#34; said Austin Graff, chief investment officer and founder of Opal Capital.</p><p>Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.</p><p>The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday&#39;s close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.</p><p>For investors, &#34;the expectation should be for continued volatility because we do have less money flowing through the economy,&#34; Graff said. There&#39;s more pain to be felt in highly levered parts of the economy that weren&#39;t prepared for the speed and scope of the Fed&#39;s aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.</p><p>Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.</p><p>Invesco&#39;s Hooper said it makes sense for tactical allocators to position defensively right now.</p><p>&#34;But I think there has to be a recognition that if the banking issues that we&#39;re seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,&#34; she said. That would favor &#34;overweight&#34; positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.</p><p>The problem, she said, is the well-known difficulty in timing the market.</p><p>Amoroso at iCapital said a &#34;barbell&#34; approach would allow investors to &#34;get paid while they wait&#34; by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.</p><p>&#34;It doesn&#39;t feel great for investors, but the reality is that we&#39;re likely trapped in a narrow range for the S&amp;P for a while,&#34; Amoroso said, &#34;until either growth breaks to the downside or inflation breaks to the downside.&#34;</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 the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet\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\">2023-03-27 07:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.</p><p>&#34;Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that&#39;s what keeps it from spilling over to the broader market,&#34; said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.</p><p>There&#39;s also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.</p><p>But gains last week, which came amid volatile trading, aren&#39;t sending an all-clear signal, stock-market analysts and investors said.</p><p>Banking worries haven&#39;t gone away after the failure of three U.S. institutions earlier this month and UBS Group AG&#39;s (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.</p><p>It&#39;s the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday&#39;s closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank&#39;s collapse the preceding Friday.</p><p>That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn&#39;t considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, &#34;we would be prepared to take additional actions if warranted.&#34;</p><p>Deposits are &#34;the epicenter of the crisis of confidence&#34; in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won&#39;t be full protection for deposits is bound to worry investors in a charged environment.</p><p>Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.</p><p>Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.</p><p>&#34;Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,&#34; he wrote.</p><p>Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increase</p><p>Meanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank&#39;s collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.</p><p>There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB&#39;s collapse, he said (see chart above).</p><p>&#34;The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,&#34; Slok wrote.</p><p>The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&amp;P 500  rose 1.4%, recouping the large-cap benchmark&#39;s March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.</p><p>Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&amp;P Regional Banking ETF <a href=\"https://laohu8.com/S/KRE\">$(KRE)$</a> eked out a 0.2% weekly gain but remains down 29.3% in March. KRE&#39;s plunge has taken it back to levels last seen in November 2020.</p><p>Look beneath the surface, and the stock market appears &#34;bifurcated,&#34; said Austin Graff, chief investment officer and founder of Opal Capital.</p><p>Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.</p><p>The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday&#39;s close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.</p><p>For investors, &#34;the expectation should be for continued volatility because we do have less money flowing through the economy,&#34; Graff said. There&#39;s more pain to be felt in highly levered parts of the economy that weren&#39;t prepared for the speed and scope of the Fed&#39;s aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.</p><p>Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.</p><p>Invesco&#39;s Hooper said it makes sense for tactical allocators to position defensively right now.</p><p>&#34;But I think there has to be a recognition that if the banking issues that we&#39;re seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,&#34; she said. That would favor &#34;overweight&#34; positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.</p><p>The problem, she said, is the well-known difficulty in timing the market.</p><p>Amoroso at iCapital said a &#34;barbell&#34; approach would allow investors to &#34;get paid while they wait&#34; by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.</p><p>&#34;It doesn&#39;t feel great for investors, but the reality is that we&#39;re likely trapped in a narrow range for the S&amp;P for a while,&#34; Amoroso said, &#34;until either growth breaks to the downside or inflation breaks to the downside.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIVBQ":"硅谷银行","SBNY":"签字银行","KRE":"区域银行指数ETF-SPDR KBW","BK4588":"碎股","UBS":"瑞银","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4118":"综合性资本市场"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322046383","content_text":"Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.\"Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that's what keeps it from spilling over to the broader market,\" said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.There's also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.But gains last week, which came amid volatile trading, aren't sending an all-clear signal, stock-market analysts and investors said.Banking worries haven't gone away after the failure of three U.S. institutions earlier this month and UBS Group AG's (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.It's the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday's closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank's collapse the preceding Friday.That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn't considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, \"we would be prepared to take additional actions if warranted.\"Deposits are \"the epicenter of the crisis of confidence\" in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won't be full protection for deposits is bound to worry investors in a charged environment.Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.\"Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,\" he wrote.Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increaseMeanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank's collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB's collapse, he said (see chart above).\"The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,\" Slok wrote.The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&P 500  rose 1.4%, recouping the large-cap benchmark's March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&P Regional Banking ETF $(KRE)$ eked out a 0.2% weekly gain but remains down 29.3% in March. KRE's plunge has taken it back to levels last seen in November 2020.Look beneath the surface, and the stock market appears \"bifurcated,\" said Austin Graff, chief investment officer and founder of Opal Capital.Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday's close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.For investors, \"the expectation should be for continued volatility because we do have less money flowing through the economy,\" Graff said. There's more pain to be felt in highly levered parts of the economy that weren't prepared for the speed and scope of the Fed's aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.Invesco's Hooper said it makes sense for tactical allocators to position defensively right now.\"But I think there has to be a recognition that if the banking issues that we're seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,\" she said. That would favor \"overweight\" positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.The problem, she said, is the well-known difficulty in timing the market.Amoroso at iCapital said a \"barbell\" approach would allow investors to \"get paid while they wait\" by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.\"It doesn't feel great for investors, but the reality is that we're likely trapped in a narrow range for the S&P for a while,\" Amoroso said, \"until either growth breaks to the downside or inflation breaks to the downside.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941015546,"gmtCreate":1679844057385,"gmtModify":1679844061828,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT UNTIL U CRY🤡","listText":"SHORT UNTIL U CRY🤡","text":"SHORT UNTIL U CRY🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941015546","repostId":"2322101290","repostType":4,"repost":{"id":"2322101290","pubTimestamp":1679794689,"share":"https://ttm.financial/m/news/2322101290?lang=&edition=fundamental","pubTime":"2023-03-26 09:38","market":"us","language":"en","title":"Is It Too Late to Buy Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322101290","media":"Motley Fool","summary":"The enterprise and personal software titan has generated impressive gains so far in 2023, but is this just the beginning?","content":"<html><head></head><body><p><b>Microsoft </b>(MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the <b>S&amp;P 500</b>. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.</p><p>The rally this year came on the heels of the company&#39;s stronger-than-expected financial results released on Jan. 24. Microsoft&#39;s resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.</p><p>What does this mean for investors who sat out Microsoft&#39;s current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let&#39;s take a closer look.</p><p><img src=\"https://static.tigerbbs.com/b2be85387a6f72a34eff476817e4fc87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What&#39;s been weighing on Microsoft stock?</h2><p>Microsoft&#39;s strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft&#39;s more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.</p><p>The good news is that the PC market may be near a bottom. <b>Morgan Stanley</b> analyst Erik Woodring cut his 2023 PC estimates again <i>but</i> believes the worst has passed, with the market hitting its trough as soon as the current quarter.</p><h2>What could drive Microsoft stock higher?</h2><p>In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.</p><p>Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company&#39;s market-share increases in recent years, there&#39;s every reason to believe that trend will continue.</p><p>There&#39;s also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested <i>at least</i> $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT&#39;s capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from <b>Alphabet</b>&#39;s Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.</p><p>While it&#39;s too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.</p><h2>How to approach Microsoft stock now</h2><p>Microsoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company&#39;s valuation, I&#39;d argue that&#39;s a pretty reasonable price to pay for a company that&#39;s expected to grow both its revenue and earnings per share by double digits by 2024.</p><p>As I&#39;ve outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft&#39;s resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.</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>Is It Too Late to Buy Microsoft Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4514":"搜索引擎","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4507":"流媒体概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4535":"淡马锡持仓","LU0109392836.USD":"富兰克林科技股A","SG9999014906.USD":"大华全球优质成长基金Acc USD","MSFT":"微软","BK4077":"互动媒体与服务","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0971096721.USD":"富达环球金融服务 A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0444971666.USD":"天利全球科技基金","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322101290","content_text":"Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the S&P 500. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.The rally this year came on the heels of the company's stronger-than-expected financial results released on Jan. 24. Microsoft's resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.What does this mean for investors who sat out Microsoft's current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let's take a closer look.Image source: Getty Images.What's been weighing on Microsoft stock?Microsoft's strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft's more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.The good news is that the PC market may be near a bottom. Morgan Stanley analyst Erik Woodring cut his 2023 PC estimates again but believes the worst has passed, with the market hitting its trough as soon as the current quarter.What could drive Microsoft stock higher?In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company's market-share increases in recent years, there's every reason to believe that trend will continue.There's also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested at least $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT's capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from Alphabet's Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.While it's too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.How to approach Microsoft stock nowMicrosoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company's valuation, I'd argue that's a pretty reasonable price to pay for a company that's expected to grow both its revenue and earnings per share by double digits by 2024.As I've outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft's resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943469488,"gmtCreate":1679636828244,"gmtModify":1679636832782,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"CATHIE WOOD says thank u all Tesla dip buyers🤡","listText":"CATHIE WOOD says thank u all Tesla dip buyers🤡","text":"CATHIE WOOD says thank u all Tesla dip buyers🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943469488","repostId":"1177123786","repostType":2,"repost":{"id":"1177123786","pubTimestamp":1679635053,"share":"https://ttm.financial/m/news/1177123786?lang=&edition=fundamental","pubTime":"2023-03-24 13:17","market":"us","language":"en","title":"Cathie Wood Shrugs Off Hindenburg Attack On Jack Dorsey's Block With $21M Stock Buy — Slashes Enormous Tesla Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1177123786","media":"Benzinga","summary":"Cathie Wood-led ARK Investment Management defied a short-selling report by Hindenburg Research on Ja","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>ARK Investment Management</b> defied a short-selling report by <b>Hindenburg Research</b> on <b>Jack Dorsey&#39;s</b> payment firm <b>Block Inc</b> and loaded up over 338,000 shares of the company at an estimated valuation of $20.9 million based on Thursday&#39;s closing price.</p><p>The purchase was made via the flagship <b>ARK Innovation ETF</b>, the <b>ARK Next Generation Internet ETF</b> and the <b>ARK Fintech Innovation ETF</b>. All three funds have Block amongst their top five holdings, according to the latest data available on ARK&#39;s website at the time of writing.</p><p>Block shares fell below the $58 mark on Thursday morning before paring some of the losses and ending the day 14.82% lower. Interestingly, the stock hasn&#39;t recorded much of a loss in extended trading.</p><p>Hindenburg Research issued a report alleging that Block is facilitating fraud through a lack of compliance controls on its flagship product, <b>CashApp</b>. After a two-year investigation, the company claimed that Block overstated its genuine user counts while understating its customer acquisition costs.</p><p>In response to the allegations, Block said it intends to work with the SEC and explore legal action against Hindenburg for a &#34;factually inaccurate and misleading&#34; report about Block&#39;s Cash App business.</p><p><b>Major Sale:</b> Wood&#39;s funds decided to offload a large chunk of Tesla Inc shares on Thursday. Two different funds sold over 139,000 shares of the EV maker at an estimated valuation of over $26.8 million. The sale ignites curiosity because till recently, ARK funds have been buying Tesla shares. Last week, Wood&#39;s funds had bought over $4.6 million worth of Tesla shares.</p></body></html>","source":"lsy1606299360108","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>Cathie Wood Shrugs Off Hindenburg Attack On Jack Dorsey's Block With $21M Stock Buy — Slashes Enormous Tesla Stake</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\">\nCathie Wood Shrugs Off Hindenburg Attack On Jack Dorsey's Block With $21M Stock Buy — Slashes Enormous Tesla Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/23/03/31485701/cathie-wood-shrugs-off-hindenburg-attack-on-jack-dorseys-block-with-21m-stock-buy-slashe><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led ARK Investment Management defied a short-selling report by Hindenburg Research on Jack Dorsey's payment firm Block Inc and loaded up over 338,000 shares of the company at an estimated ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/23/03/31485701/cathie-wood-shrugs-off-hindenburg-attack-on-jack-dorseys-block-with-21m-stock-buy-slashe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ2.AU":"Block Inc","TSLA":"特斯拉","SQ":"Block"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/23/03/31485701/cathie-wood-shrugs-off-hindenburg-attack-on-jack-dorseys-block-with-21m-stock-buy-slashe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177123786","content_text":"Cathie Wood-led ARK Investment Management defied a short-selling report by Hindenburg Research on Jack Dorsey's payment firm Block Inc and loaded up over 338,000 shares of the company at an estimated valuation of $20.9 million based on Thursday's closing price.The purchase was made via the flagship ARK Innovation ETF, the ARK Next Generation Internet ETF and the ARK Fintech Innovation ETF. All three funds have Block amongst their top five holdings, according to the latest data available on ARK's website at the time of writing.Block shares fell below the $58 mark on Thursday morning before paring some of the losses and ending the day 14.82% lower. Interestingly, the stock hasn't recorded much of a loss in extended trading.Hindenburg Research issued a report alleging that Block is facilitating fraud through a lack of compliance controls on its flagship product, CashApp. After a two-year investigation, the company claimed that Block overstated its genuine user counts while understating its customer acquisition costs.In response to the allegations, Block said it intends to work with the SEC and explore legal action against Hindenburg for a \"factually inaccurate and misleading\" report about Block's Cash App business.Major Sale: Wood's funds decided to offload a large chunk of Tesla Inc shares on Thursday. Two different funds sold over 139,000 shares of the EV maker at an estimated valuation of over $26.8 million. The sale ignites curiosity because till recently, ARK funds have been buying Tesla shares. Last week, Wood's funds had bought over $4.6 million worth of Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943598244,"gmtCreate":1679534729089,"gmtModify":1679534732663,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"WHERE IS THE BULL","listText":"WHERE IS THE BULL","text":"WHERE IS THE BULL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943598244","repostId":"1150004780","repostType":4,"repost":{"id":"1150004780","pubTimestamp":1679533261,"share":"https://ttm.financial/m/news/1150004780?lang=&edition=fundamental","pubTime":"2023-03-23 09:01","market":"us","language":"en","title":"Fed Opts for Hike-and-See in Gamble That Crisis Will Stay Contained","url":"https://stock-news.laohu8.com/highlight/detail?id=1150004780","media":"Bloomberg","summary":"Less than two weeks after the second-biggest bank failure in US history, Federal Reserve Chair Jerom","content":"<html><head></head><body><p>Less than two weeks after the second-biggest bank failure in US history, Federal Reserve Chair Jerome Powell made clear that inflation remains policymakers’ top concern.</p><p>The Fed chief advised that more Fed tightening may be in store after Wednesday’s interest-rate hike, and that the central bank will raise rates higher than expected if needed. In a press briefing, he also said officials don’t expect to be cutting rates this year — even as the bond market showed traders doubling down on that outcome.</p><p>Officials are making a calculated risk that, while the recent banking turmoil will likely slow the economy, it won’t mushroom into a broader financial meltdown. While their predecessors got a similar calculation wrong in 2007, regulators are counting on higher capital and liquidity standards, and a more muscular response, to ring-fence problems today.</p><p>“They think they have the tools in place to contain the turmoil in the banking system,” Wells Fargo Chief Economist Jay Bryson said. “There certainly is a risk that this could be a bad decision.”</p><p>Powell, during the press conference Wednesday, repeatedly noted uncertainty about the spillover effects from the banking-sector problems on lending. He also shared his impression of the speed at which events unfolded, with “a very fast run” on Silicon Valley Bank that left regulators asking themselves, two weekends back, “How did this happen?”</p><p>The Fed at that time declared “unusual and exigent” circumstances in launching an emergency cash facility for banks to help limit contagion from SVB’s downfall. Fast forward to Wednesday, and Powell assured that regulators’ actions demonstrated “all depositors’ savings are safe,” as is the banking system more broadly.</p><p>One complication emerged, however: Treasury Secretary Janet Yellen in a Senate hearing the same time as Powell’s press conference said that regulators aren’t looking to provide “blanket” deposit insurance.</p><p>Those comments contributed to a selloff in equities, with the KBW Bank Index sliding after a two-day rally — showcasing continued nervousness about financial risks.</p><p>What Bloomberg Economics Says...</p><p>The Fed weighed the pros and cons of a wait-and-see approach against a continuation of hikes, and chose the latter. That signals an unconditional commitment to the price-stability leg of the Fed’s dual mandate. We think they made the right decision.</p><p>— Anna Wong, Stuart Paul and Eliza Winger (economists)</p><p>Powell reflected that same uncertainty. “It is possible this will have very modest effects on the economy and inflation will continue to be strong,” he said — in which case the Fed might raise rates beyond a range of 5% to 5.25%, officials’ current median estimate for the peak.</p><p>It is also possible, he said, that a pullback in lending contributes to lower consumption and demand. “That means monetary policy may have less work to do.”</p><p>What’s missing from the coin-toss outlook is a third scenario: unemployment starts to rise amid an already-fragile financial system, triggering defaults on loans by newly income-constrained households, amplifying stress inside banks.</p><p>“This has been the most aggressive monetary policy tightening cycle for 40 years and by going harder and faster into restrictive territory you naturally have less control over the outcome,” said James Knightley, chief international economist at ING. “This heightens the chances of economic and financial stress.”</p><p>The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve of the financial crisis.</p><p>“A key takeaway was how uncertain Powell and the FOMC seem to be on the extent, duration and impact of tightening of bank lending standards,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co.</p><p>Bostjancic said Wednesday’s rate increase could have been influenced by markets having mostly priced it in. Powell revealed that officials had considered a pause “in the days running up to the meeting.”</p><p>It’s the second straight increase of 25 basis points following a string of aggressive moves starting in March 2022, when rates were near zero.</p><p>“What we know is inflation is too high,” said Phil Orlando, chief equity strategist at Federated Hermes. “This Powell Fed in our view has quite literally ripped a page from Paul Volcker’s playbook 40 years ago and they are going to do what they need to do to get inflation back to target.”</p><p>The aggressive yearlong campaign is partly the result of the Fed’s own failing to get ahead of inflation when price gains began to accelerate in 2021. By last year, it had jumped to 40-year highs.</p><p>Inflation reports for the first two months of the year were still hot, with the consumer price index rising 6.4% and 6% in January and February on an annual basis.</p><p>Hiring also continued at a blistering pace with payrolls rising by more than 800,000 in the first two months.</p><p>For all that, though, futures markets forecast the Fed will start cutting rates as soon as this year — which is to say they see something close to a recession.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Opts for Hike-and-See in Gamble That Crisis Will Stay Contained</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\">\nFed Opts for Hike-and-See in Gamble That Crisis Will Stay Contained\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-opts-hike-see-gamble-224156796.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Less than two weeks after the second-biggest bank failure in US history, Federal Reserve Chair Jerome Powell made clear that inflation remains policymakers’ top concern.The Fed chief advised that more...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-opts-hike-see-gamble-224156796.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/fed-opts-hike-see-gamble-224156796.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150004780","content_text":"Less than two weeks after the second-biggest bank failure in US history, Federal Reserve Chair Jerome Powell made clear that inflation remains policymakers’ top concern.The Fed chief advised that more Fed tightening may be in store after Wednesday’s interest-rate hike, and that the central bank will raise rates higher than expected if needed. In a press briefing, he also said officials don’t expect to be cutting rates this year — even as the bond market showed traders doubling down on that outcome.Officials are making a calculated risk that, while the recent banking turmoil will likely slow the economy, it won’t mushroom into a broader financial meltdown. While their predecessors got a similar calculation wrong in 2007, regulators are counting on higher capital and liquidity standards, and a more muscular response, to ring-fence problems today.“They think they have the tools in place to contain the turmoil in the banking system,” Wells Fargo Chief Economist Jay Bryson said. “There certainly is a risk that this could be a bad decision.”Powell, during the press conference Wednesday, repeatedly noted uncertainty about the spillover effects from the banking-sector problems on lending. He also shared his impression of the speed at which events unfolded, with “a very fast run” on Silicon Valley Bank that left regulators asking themselves, two weekends back, “How did this happen?”The Fed at that time declared “unusual and exigent” circumstances in launching an emergency cash facility for banks to help limit contagion from SVB’s downfall. Fast forward to Wednesday, and Powell assured that regulators’ actions demonstrated “all depositors’ savings are safe,” as is the banking system more broadly.One complication emerged, however: Treasury Secretary Janet Yellen in a Senate hearing the same time as Powell’s press conference said that regulators aren’t looking to provide “blanket” deposit insurance.Those comments contributed to a selloff in equities, with the KBW Bank Index sliding after a two-day rally — showcasing continued nervousness about financial risks.What Bloomberg Economics Says...The Fed weighed the pros and cons of a wait-and-see approach against a continuation of hikes, and chose the latter. That signals an unconditional commitment to the price-stability leg of the Fed’s dual mandate. We think they made the right decision.— Anna Wong, Stuart Paul and Eliza Winger (economists)Powell reflected that same uncertainty. “It is possible this will have very modest effects on the economy and inflation will continue to be strong,” he said — in which case the Fed might raise rates beyond a range of 5% to 5.25%, officials’ current median estimate for the peak.It is also possible, he said, that a pullback in lending contributes to lower consumption and demand. “That means monetary policy may have less work to do.”What’s missing from the coin-toss outlook is a third scenario: unemployment starts to rise amid an already-fragile financial system, triggering defaults on loans by newly income-constrained households, amplifying stress inside banks.“This has been the most aggressive monetary policy tightening cycle for 40 years and by going harder and faster into restrictive territory you naturally have less control over the outcome,” said James Knightley, chief international economist at ING. “This heightens the chances of economic and financial stress.”The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve of the financial crisis.“A key takeaway was how uncertain Powell and the FOMC seem to be on the extent, duration and impact of tightening of bank lending standards,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co.Bostjancic said Wednesday’s rate increase could have been influenced by markets having mostly priced it in. Powell revealed that officials had considered a pause “in the days running up to the meeting.”It’s the second straight increase of 25 basis points following a string of aggressive moves starting in March 2022, when rates were near zero.“What we know is inflation is too high,” said Phil Orlando, chief equity strategist at Federated Hermes. “This Powell Fed in our view has quite literally ripped a page from Paul Volcker’s playbook 40 years ago and they are going to do what they need to do to get inflation back to target.”The aggressive yearlong campaign is partly the result of the Fed’s own failing to get ahead of inflation when price gains began to accelerate in 2021. By last year, it had jumped to 40-year highs.Inflation reports for the first two months of the year were still hot, with the consumer price index rising 6.4% and 6% in January and February on an annual basis.Hiring also continued at a blistering pace with payrolls rising by more than 800,000 in the first two months.For all that, though, futures markets forecast the Fed will start cutting rates as soon as this year — which is to say they see something close to a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943598876,"gmtCreate":1679534705995,"gmtModify":1679534708842,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"one word: CONLANFUSE🤡","listText":"one word: CONLANFUSE🤡","text":"one word: CONLANFUSE🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943598876","repostId":"1138861229","repostType":4,"repost":{"id":"1138861229","pubTimestamp":1679533325,"share":"https://ttm.financial/m/news/1138861229?lang=&edition=fundamental","pubTime":"2023-03-23 09:02","market":"us","language":"en","title":"Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest","url":"https://stock-news.laohu8.com/highlight/detail?id=1138861229","media":"Bloomberg","summary":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the ","content":"<html><head></head><body><p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.</p><p>That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&amp;P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.</p><p>It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&amp;P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.</p><p>“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”</p><p>Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.</p><p>Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&amp;P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.</p><p>“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”</p><p>In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.</p><p>The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.</p><p>But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.</p><p>“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&amp;P,” Bailey said.</p><p>Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&amp;P 500 tumbled 1.7% for its worst fall in two weeks.</p><p>On the other hand, it’s still up for the week.</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>Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest</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\">\nDiffering Powell and Yellen Messages Were a Lot for the Stock Market to Digest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence...</p>\n\n<a href=\"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138861229","content_text":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&P,” Bailey said.Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&P 500 tumbled 1.7% for its worst fall in two weeks.On the other hand, it’s still up for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943699210,"gmtCreate":1679389509931,"gmtModify":1679389516278,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Y r u posting here?🤡🤡🤡 TIME TO PANIC SELL🤡","listText":"Y r u posting here?🤡🤡🤡 TIME TO PANIC SELL🤡","text":"Y r u posting here?🤡🤡🤡 TIME TO PANIC SELL🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943699210","repostId":"2321663825","repostType":4,"repost":{"id":"2321663825","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":1679386123,"share":"https://ttm.financial/m/news/2321663825?lang=&edition=fundamental","pubTime":"2023-03-21 16:08","market":"us","language":"en","title":"The Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2321663825","media":"Dow Jones","summary":"Why the S&P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024","content":"<html><head></head><body><p>Why the S&amp;P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5147e1be08859af49b11144c24e749b9\" tg-width=\"700\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><span>ISTOCK</span></p><blockquote>Plunge followed by quick recovery is the stock market’s typical pattern in economic crises.</blockquote><p>The S&amp;P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market&#39;s reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.</p><p>To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market&#39;s post-panic low was hit within two months of the panic&#39;s onset. Furthermore, in an average of just five months the S&amp;P 500&#39;s total real return index was higher than where it was prior to the panic&#39;s onset. At the panics&#39; one-year anniversary, the index was 8.0% higher, on average.</p><p>If the stock market follows a similar script in the wake of the current banking crisis, the S&amp;P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)</p><p><img src=\"https://static.tigerbbs.com/b74498ec13d929a6b73fa31201fd474e\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&amp;P 500 six months to finally hit its low, and more than an additional year for the S&amp;P 500 to be higher than where it stood prior to the panic&#39;s onset.</p><p>You shouldn&#39;t be particularly surprised by the overall averages. The &#34;plunge followed by quick recovery&#34; pattern is the stock market&#39;s typical reaction to geopolitical and economic crises, not just bank panics -- as I&#39;ve written before.</p><p>Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you&#39;ll get highly unfavorable outcomes.</p><p>Unless you were lucky enough to get out of stocks before the SVB- <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.</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 Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again</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 Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again\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\">2023-03-21 16:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Why the S&amp;P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5147e1be08859af49b11144c24e749b9\" tg-width=\"700\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><span>ISTOCK</span></p><blockquote>Plunge followed by quick recovery is the stock market’s typical pattern in economic crises.</blockquote><p>The S&amp;P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market&#39;s reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.</p><p>To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market&#39;s post-panic low was hit within two months of the panic&#39;s onset. Furthermore, in an average of just five months the S&amp;P 500&#39;s total real return index was higher than where it was prior to the panic&#39;s onset. At the panics&#39; one-year anniversary, the index was 8.0% higher, on average.</p><p>If the stock market follows a similar script in the wake of the current banking crisis, the S&amp;P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)</p><p><img src=\"https://static.tigerbbs.com/b74498ec13d929a6b73fa31201fd474e\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&amp;P 500 six months to finally hit its low, and more than an additional year for the S&amp;P 500 to be higher than where it stood prior to the panic&#39;s onset.</p><p>You shouldn&#39;t be particularly surprised by the overall averages. The &#34;plunge followed by quick recovery&#34; pattern is the stock market&#39;s typical reaction to geopolitical and economic crises, not just bank panics -- as I&#39;ve written before.</p><p>Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you&#39;ll get highly unfavorable outcomes.</p><p>Unless you were lucky enough to get out of stocks before the SVB- <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861217088.USD":"贝莱德金融科技A2",".DJI":"道琼斯","BK4589":"SVB概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","SIVBQ":"硅谷银行","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4211":"区域性银行","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321663825","content_text":"Why the S&P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.ISTOCKPlunge followed by quick recovery is the stock market’s typical pattern in economic crises.The S&P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market's reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market's post-panic low was hit within two months of the panic's onset. Furthermore, in an average of just five months the S&P 500's total real return index was higher than where it was prior to the panic's onset. At the panics' one-year anniversary, the index was 8.0% higher, on average.If the stock market follows a similar script in the wake of the current banking crisis, the S&P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&P 500 six months to finally hit its low, and more than an additional year for the S&P 500 to be higher than where it stood prior to the panic's onset.You shouldn't be particularly surprised by the overall averages. The \"plunge followed by quick recovery\" pattern is the stock market's typical reaction to geopolitical and economic crises, not just bank panics -- as I've written before.Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you'll get highly unfavorable outcomes.Unless you were lucky enough to get out of stocks before the SVB- $(SIVB)$ and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"content":"You don’ know what you are talking About, Goodness!","text":"You don’ know what you are talking About, Goodness!","html":"You don’ know what you are talking About, Goodness!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949943418,"gmtCreate":1678326690734,"gmtModify":1678326694197,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT THE FEDS🤡","listText":"SHORT THE FEDS🤡","text":"SHORT THE FEDS🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949943418","repostId":"2318238911","repostType":4,"repost":{"id":"2318238911","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":1678314793,"share":"https://ttm.financial/m/news/2318238911?lang=&edition=fundamental","pubTime":"2023-03-09 06:33","market":"us","language":"en","title":"Fed Still up in the Air on Whether to Accelerate Rate Hikes, Powell Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2318238911","media":"Reuters","summary":"WASHINGTON, March 8 (Reuters) - Federal Reserve Chair Jerome Powell on Wednesday reaffirmed his mess","content":"<html><head></head><body><p>WASHINGTON, March 8 (Reuters) - Federal Reserve Chair Jerome Powell on Wednesday reaffirmed his message of higher and potentially faster interest rate hikes, but emphasized that debate was still underway with a decision hinging on data to be issued before the U.S. central bank&#39;s policy meeting in two weeks.</p><p>&#34;If - and I stress that no decision has been made on this - but if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,&#34; Powell told the U.S. House of Representatives Financial Services Committee in testimony that added a cautionary clause to the otherwise identical message he delivered to a Senate committee on Tuesday.</p><p>He emphasized the point again in response to a question explicitly about the expected outcome of the March 21-22 meeting from Representative Patrick McHenry, the Republican chair of the committee.</p><p>&#34;We have not made any decision,&#34; Powell said, but will be looking closely at upcoming jobs data on Friday and inflation data next week in deciding whether rate hikes need to shift back into a higher gear.</p><p>As happened in the session on Tuesday, lawmakers pressed Powell about the impact Fed policy was having on the economy and whether officials were risking recession in the drive to temper price increases.</p><p>Powell acknowledged once again that the Fed was wrong in initially thinking inflation was only the result of &#34;transitory&#34; factors that would ease on their own, and said he was surprised as well in how the labor market has behaved through the recovery from the COVID-19 pandemic.</p><p>There have been &#34;a bunch of firsts,&#34; Powell said. &#34;If we ever get this pitch again, we&#39;ll know how to swing at it.&#34;</p><p>Asked if he would pause interest rate hikes to avoid a recession, Powell responded &#34;I don&#39;t do &#39;yes or no&#39; on &#39;will I pause interest rate hikes?&#39; That&#39;s a serious question. I can&#39;t tell you because I don&#39;t know all the facts.&#34;</p><p>The Fed&#39;s intense battle against inflation over the past year has reshaped financial markets, made home mortgages and other credit more costly, and aimed to cool the economy overall.</p><p>As of the start of the year it seemed to be working, with Powell at a Feb. 1 news conference saying a &#34;disinflationary process&#34; had taken hold.</p><p>Inflation data since then has been worse than expected, and revisions to prior months showed the Fed had made less progress than thought in returning inflation to its 2% target from current levels that are more than double that.</p><p>As Powell delivered his opening remarks, new job openings data showed little progress on one measure the Fed has focused on, with employers still holding 1.9 jobs open for each unemployed person, well above pre-pandemic norms.</p><p>Other aspects of the data, however, moved gradually in ways consistent with a softer job market. Overall openings dropped slightly, the rate at which workers were quitting continued a gradual decline, and the rate of layoffs increased.</p><p>In a separate release on Wednesday, the Fed&#39;s &#34;Beige Book&#34; report of anecdotal information about the economy showed the mixed picture developing on the ground, as some businesses reported freely passing along higher prices to consumers while others said they were starting to slice into profits to keep prices competitive.</p><p>Diminished corporate profit margins are something Powell said in the hearings this week should help pull inflation down after they escalated during the era of pandemic shortages.</p><h2>BLUNT ASSESSMENT</h2><p>But even if inflation has moderated from its high point last summer, it is not falling fast enough for the Fed&#39;s liking. The Fed chief&#39;s semi-annual testimony to Congress this week has again reset expectations of where the Fed is heading, with his blunt assessment that &#34;the ultimate level of interest rates is likely to be higher than previously anticipated&#34; because inflation is not falling as fast as it seemed just a few weeks ago.</p><p>Rate futures markets now expect policymakers to approve a half-percentage-point rate hike at the upcoming meeting.</p><p>Officials will also update projections on how high rates will ultimately need to be increased in order to squelch inflation. In their last set of projections, in mid-December, the median estimate of the high point of the Fed&#39;s benchmark overnight interest rate was between 5.00% and 5.25%, versus the current 4.50%-4.75% range.</p><p>Where that ends up remains to be seen, with Powell even offering some rationale for the benefits of slower rate hikes.</p><p>After a year of rapid rate increases, the economy may still be adjusting, Powell said, an argument for allowing more data to accumulate.</p><p>&#34;We know that slowing down the pace of rate hikes this year is a way for us to see more of those effects,&#34; Powell said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Still up in the Air on Whether to Accelerate Rate Hikes, Powell Says</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\">\nFed Still up in the Air on Whether to Accelerate Rate Hikes, Powell Says\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\">2023-03-09 06:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, March 8 (Reuters) - Federal Reserve Chair Jerome Powell on Wednesday reaffirmed his message of higher and potentially faster interest rate hikes, but emphasized that debate was still underway with a decision hinging on data to be issued before the U.S. central bank&#39;s policy meeting in two weeks.</p><p>&#34;If - and I stress that no decision has been made on this - but if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,&#34; Powell told the U.S. House of Representatives Financial Services Committee in testimony that added a cautionary clause to the otherwise identical message he delivered to a Senate committee on Tuesday.</p><p>He emphasized the point again in response to a question explicitly about the expected outcome of the March 21-22 meeting from Representative Patrick McHenry, the Republican chair of the committee.</p><p>&#34;We have not made any decision,&#34; Powell said, but will be looking closely at upcoming jobs data on Friday and inflation data next week in deciding whether rate hikes need to shift back into a higher gear.</p><p>As happened in the session on Tuesday, lawmakers pressed Powell about the impact Fed policy was having on the economy and whether officials were risking recession in the drive to temper price increases.</p><p>Powell acknowledged once again that the Fed was wrong in initially thinking inflation was only the result of &#34;transitory&#34; factors that would ease on their own, and said he was surprised as well in how the labor market has behaved through the recovery from the COVID-19 pandemic.</p><p>There have been &#34;a bunch of firsts,&#34; Powell said. &#34;If we ever get this pitch again, we&#39;ll know how to swing at it.&#34;</p><p>Asked if he would pause interest rate hikes to avoid a recession, Powell responded &#34;I don&#39;t do &#39;yes or no&#39; on &#39;will I pause interest rate hikes?&#39; That&#39;s a serious question. I can&#39;t tell you because I don&#39;t know all the facts.&#34;</p><p>The Fed&#39;s intense battle against inflation over the past year has reshaped financial markets, made home mortgages and other credit more costly, and aimed to cool the economy overall.</p><p>As of the start of the year it seemed to be working, with Powell at a Feb. 1 news conference saying a &#34;disinflationary process&#34; had taken hold.</p><p>Inflation data since then has been worse than expected, and revisions to prior months showed the Fed had made less progress than thought in returning inflation to its 2% target from current levels that are more than double that.</p><p>As Powell delivered his opening remarks, new job openings data showed little progress on one measure the Fed has focused on, with employers still holding 1.9 jobs open for each unemployed person, well above pre-pandemic norms.</p><p>Other aspects of the data, however, moved gradually in ways consistent with a softer job market. Overall openings dropped slightly, the rate at which workers were quitting continued a gradual decline, and the rate of layoffs increased.</p><p>In a separate release on Wednesday, the Fed&#39;s &#34;Beige Book&#34; report of anecdotal information about the economy showed the mixed picture developing on the ground, as some businesses reported freely passing along higher prices to consumers while others said they were starting to slice into profits to keep prices competitive.</p><p>Diminished corporate profit margins are something Powell said in the hearings this week should help pull inflation down after they escalated during the era of pandemic shortages.</p><h2>BLUNT ASSESSMENT</h2><p>But even if inflation has moderated from its high point last summer, it is not falling fast enough for the Fed&#39;s liking. The Fed chief&#39;s semi-annual testimony to Congress this week has again reset expectations of where the Fed is heading, with his blunt assessment that &#34;the ultimate level of interest rates is likely to be higher than previously anticipated&#34; because inflation is not falling as fast as it seemed just a few weeks ago.</p><p>Rate futures markets now expect policymakers to approve a half-percentage-point rate hike at the upcoming meeting.</p><p>Officials will also update projections on how high rates will ultimately need to be increased in order to squelch inflation. In their last set of projections, in mid-December, the median estimate of the high point of the Fed&#39;s benchmark overnight interest rate was between 5.00% and 5.25%, versus the current 4.50%-4.75% range.</p><p>Where that ends up remains to be seen, with Powell even offering some rationale for the benefits of slower rate hikes.</p><p>After a year of rapid rate increases, the economy may still be adjusting, Powell said, an argument for allowing more data to accumulate.</p><p>&#34;We know that slowing down the pace of rate hikes this year is a way for us to see more of those effects,&#34; Powell said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4096":"电气部件与设备",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318238911","content_text":"WASHINGTON, March 8 (Reuters) - Federal Reserve Chair Jerome Powell on Wednesday reaffirmed his message of higher and potentially faster interest rate hikes, but emphasized that debate was still underway with a decision hinging on data to be issued before the U.S. central bank's policy meeting in two weeks.\"If - and I stress that no decision has been made on this - but if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,\" Powell told the U.S. House of Representatives Financial Services Committee in testimony that added a cautionary clause to the otherwise identical message he delivered to a Senate committee on Tuesday.He emphasized the point again in response to a question explicitly about the expected outcome of the March 21-22 meeting from Representative Patrick McHenry, the Republican chair of the committee.\"We have not made any decision,\" Powell said, but will be looking closely at upcoming jobs data on Friday and inflation data next week in deciding whether rate hikes need to shift back into a higher gear.As happened in the session on Tuesday, lawmakers pressed Powell about the impact Fed policy was having on the economy and whether officials were risking recession in the drive to temper price increases.Powell acknowledged once again that the Fed was wrong in initially thinking inflation was only the result of \"transitory\" factors that would ease on their own, and said he was surprised as well in how the labor market has behaved through the recovery from the COVID-19 pandemic.There have been \"a bunch of firsts,\" Powell said. \"If we ever get this pitch again, we'll know how to swing at it.\"Asked if he would pause interest rate hikes to avoid a recession, Powell responded \"I don't do 'yes or no' on 'will I pause interest rate hikes?' That's a serious question. I can't tell you because I don't know all the facts.\"The Fed's intense battle against inflation over the past year has reshaped financial markets, made home mortgages and other credit more costly, and aimed to cool the economy overall.As of the start of the year it seemed to be working, with Powell at a Feb. 1 news conference saying a \"disinflationary process\" had taken hold.Inflation data since then has been worse than expected, and revisions to prior months showed the Fed had made less progress than thought in returning inflation to its 2% target from current levels that are more than double that.As Powell delivered his opening remarks, new job openings data showed little progress on one measure the Fed has focused on, with employers still holding 1.9 jobs open for each unemployed person, well above pre-pandemic norms.Other aspects of the data, however, moved gradually in ways consistent with a softer job market. Overall openings dropped slightly, the rate at which workers were quitting continued a gradual decline, and the rate of layoffs increased.In a separate release on Wednesday, the Fed's \"Beige Book\" report of anecdotal information about the economy showed the mixed picture developing on the ground, as some businesses reported freely passing along higher prices to consumers while others said they were starting to slice into profits to keep prices competitive.Diminished corporate profit margins are something Powell said in the hearings this week should help pull inflation down after they escalated during the era of pandemic shortages.BLUNT ASSESSMENTBut even if inflation has moderated from its high point last summer, it is not falling fast enough for the Fed's liking. The Fed chief's semi-annual testimony to Congress this week has again reset expectations of where the Fed is heading, with his blunt assessment that \"the ultimate level of interest rates is likely to be higher than previously anticipated\" because inflation is not falling as fast as it seemed just a few weeks ago.Rate futures markets now expect policymakers to approve a half-percentage-point rate hike at the upcoming meeting.Officials will also update projections on how high rates will ultimately need to be increased in order to squelch inflation. In their last set of projections, in mid-December, the median estimate of the high point of the Fed's benchmark overnight interest rate was between 5.00% and 5.25%, versus the current 4.50%-4.75% range.Where that ends up remains to be seen, with Powell even offering some rationale for the benefits of slower rate hikes.After a year of rapid rate increases, the economy may still be adjusting, Powell said, an argument for allowing more data to accumulate.\"We know that slowing down the pace of rate hikes this year is a way for us to see more of those effects,\" Powell said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949943545,"gmtCreate":1678326671888,"gmtModify":1678326675633,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT🤡","listText":"SHORT🤡","text":"SHORT🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949943545","repostId":"2318823341","repostType":4,"repost":{"id":"2318823341","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":1678316090,"share":"https://ttm.financial/m/news/2318823341?lang=&edition=fundamental","pubTime":"2023-03-09 06:54","market":"us","language":"en","title":"S&P 500 Barely Gains As Investors Eye Upcoming Jobs Data, Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2318823341","media":"Reuters","summary":"* Tesla slips as U.S. regulator opens probe into Model Y cars* Occidental rises as Buffett's Berkshi","content":"<html><head></head><body><p>* Tesla slips as U.S. regulator opens probe into Model Y cars</p><p>* Occidental rises as Buffett&#39;s Berkshire boosts stake to 22.2%</p><p>* Private payrolls stronger than expected in February</p><p>* Indexes: Dow off 0.18%, S&amp;P up 0.14%, Nasdaq up 0.40%</p><p><img src=\"https://static.tigerbbs.com/e01071578cf06615fb9f8df536ebc5f2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>March 8 (Reuters) - The S&amp;P 500 index closed slightly higher while the Dow dipped on Wednesday as investors grappled with mixed messages from Federal Reserve Chair Jerome Powell and U.S. economic data ahead of upcoming labor and inflation reports that are expected to determine the central bank&#39;s future rate hiking path.</p><p>In his second day of testimony to Congress on Wednesday, Powell reaffirmed his message from Tuesday, of higher and potentially faster interest rate hikes. However, he suggested that the next rate hike decision hinges on data to be issued before the Fed&#39;s March meeting.</p><p>Stocks had fallen more than 1% on Tuesday after Powell&#39;s comments led investors to dramatically increase bets on a 50-basis-point hike in March compared with the previous widely held expectation for a 25-basis-point hike before Powell spoke.</p><p>Data released on Wednesday did little to ease concerns about higher rates as it showed that U.S. private payrolls increased more than expected in February.</p><p>Another report showed U.S. job openings fell less than expected in January and data for the prior month was revised higher, pointing to persistently tight labor market conditions fueling concerns that this would keep the Fed on track to raise interest rates for longer.</p><p>&#34;Investors are digesting Fed Chair Powell&#39;s testimony to Congress and data indicating that the job market remains pretty hot,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management, in Minneapolis.</p><p>Hainlin sees Friday&#39;s non-farm payroll report and next week&#39;s inflation readings for February as the keys to whether the next rate hike will be 25 or 50 basis points.</p><p>Traders kept increasing bets for a Fed rate hike of 50 basis points later this month, with fed funds futures recently showing a roughly 80% chance for such a hike, up from about 70% on Tuesday and 31% on Monday before Powell&#39;s first testimony, according to CME Group&#39;s FedWatch tool.</p><p>At the end of the session, the Dow Jones Industrial Average had fallen 58.06 points, or 0.18%, to 32,798.4; the S&amp;P 500 closed up 5.64 points, or 0.14%, at 3,992.01; and the Nasdaq Composite added 45.67 points, or 0.4%, to end at 11,576.00.</p><p>Among the S&amp;P&#39;s 11 major sectors, seven closed higher. Energy, down 1%, was the biggest loser, as oil prices fell. Leading gains was real estate, which closed up 1.3%.</p><p>Technology was the second biggest gainer, up 0.8%, helping Nasdaq outperform the other major indexes.</p><p>Tesla Inc slid 3% after the U.S. auto safety regulator said it was opening a preliminary investigation into 120,000 Model Y 2023 vehicles following reports about steering wheels falling off while driving.</p><p>Occidental Petroleum Corp gained 2% after Warren Buffett&#39;s Berkshire Hathaway Inc increased its stake in the oil company to about 22.2%.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.14-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 170 new lows.</p><p>On U.S. exchanges 10.3 billion shares changed hands compared with the 10.90 billion average for the last 20 sessions.</p><p>(Reporting by Sinéad Carew in New York, Shristi Achar A, Sruthi Shankar and Bansari Mayur Kamdar in Bengaluru, graphic by Noel Randewich, additional reporting by Amruta Khandekar Editing by Vinay Dwivedi, Sriraj Kalluvia and Richard Chang)</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>S&P 500 Barely Gains As Investors Eye Upcoming Jobs Data, Rate Hikes</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\">\nS&P 500 Barely Gains As Investors Eye Upcoming Jobs Data, Rate Hikes\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\">2023-03-09 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Tesla slips as U.S. regulator opens probe into Model Y cars</p><p>* Occidental rises as Buffett&#39;s Berkshire boosts stake to 22.2%</p><p>* Private payrolls stronger than expected in February</p><p>* Indexes: Dow off 0.18%, S&amp;P up 0.14%, Nasdaq up 0.40%</p><p><img src=\"https://static.tigerbbs.com/e01071578cf06615fb9f8df536ebc5f2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>March 8 (Reuters) - The S&amp;P 500 index closed slightly higher while the Dow dipped on Wednesday as investors grappled with mixed messages from Federal Reserve Chair Jerome Powell and U.S. economic data ahead of upcoming labor and inflation reports that are expected to determine the central bank&#39;s future rate hiking path.</p><p>In his second day of testimony to Congress on Wednesday, Powell reaffirmed his message from Tuesday, of higher and potentially faster interest rate hikes. However, he suggested that the next rate hike decision hinges on data to be issued before the Fed&#39;s March meeting.</p><p>Stocks had fallen more than 1% on Tuesday after Powell&#39;s comments led investors to dramatically increase bets on a 50-basis-point hike in March compared with the previous widely held expectation for a 25-basis-point hike before Powell spoke.</p><p>Data released on Wednesday did little to ease concerns about higher rates as it showed that U.S. private payrolls increased more than expected in February.</p><p>Another report showed U.S. job openings fell less than expected in January and data for the prior month was revised higher, pointing to persistently tight labor market conditions fueling concerns that this would keep the Fed on track to raise interest rates for longer.</p><p>&#34;Investors are digesting Fed Chair Powell&#39;s testimony to Congress and data indicating that the job market remains pretty hot,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management, in Minneapolis.</p><p>Hainlin sees Friday&#39;s non-farm payroll report and next week&#39;s inflation readings for February as the keys to whether the next rate hike will be 25 or 50 basis points.</p><p>Traders kept increasing bets for a Fed rate hike of 50 basis points later this month, with fed funds futures recently showing a roughly 80% chance for such a hike, up from about 70% on Tuesday and 31% on Monday before Powell&#39;s first testimony, according to CME Group&#39;s FedWatch tool.</p><p>At the end of the session, the Dow Jones Industrial Average had fallen 58.06 points, or 0.18%, to 32,798.4; the S&amp;P 500 closed up 5.64 points, or 0.14%, at 3,992.01; and the Nasdaq Composite added 45.67 points, or 0.4%, to end at 11,576.00.</p><p>Among the S&amp;P&#39;s 11 major sectors, seven closed higher. Energy, down 1%, was the biggest loser, as oil prices fell. Leading gains was real estate, which closed up 1.3%.</p><p>Technology was the second biggest gainer, up 0.8%, helping Nasdaq outperform the other major indexes.</p><p>Tesla Inc slid 3% after the U.S. auto safety regulator said it was opening a preliminary investigation into 120,000 Model Y 2023 vehicles following reports about steering wheels falling off while driving.</p><p>Occidental Petroleum Corp gained 2% after Warren Buffett&#39;s Berkshire Hathaway Inc increased its stake in the oil company to about 22.2%.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.14-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 170 new lows.</p><p>On U.S. exchanges 10.3 billion shares changed hands compared with the 10.90 billion average for the last 20 sessions.</p><p>(Reporting by Sinéad Carew in New York, Shristi Achar A, Sruthi Shankar and Bansari Mayur Kamdar in Bengaluru, graphic by Noel Randewich, additional reporting by Amruta Khandekar Editing by Vinay Dwivedi, Sriraj Kalluvia and Richard Chang)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0823414478.USD":"法巴经典能源转换基金","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","SDS":"两倍做空标普500ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","OXY":"西方石油","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4555":"新能源车","COMP":"Compass, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IVV":"标普500指数ETF","TSLA":"特斯拉",".SPX":"S&P 500 Index","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318823341","content_text":"* Tesla slips as U.S. regulator opens probe into Model Y cars* Occidental rises as Buffett's Berkshire boosts stake to 22.2%* Private payrolls stronger than expected in February* Indexes: Dow off 0.18%, S&P up 0.14%, Nasdaq up 0.40%March 8 (Reuters) - The S&P 500 index closed slightly higher while the Dow dipped on Wednesday as investors grappled with mixed messages from Federal Reserve Chair Jerome Powell and U.S. economic data ahead of upcoming labor and inflation reports that are expected to determine the central bank's future rate hiking path.In his second day of testimony to Congress on Wednesday, Powell reaffirmed his message from Tuesday, of higher and potentially faster interest rate hikes. However, he suggested that the next rate hike decision hinges on data to be issued before the Fed's March meeting.Stocks had fallen more than 1% on Tuesday after Powell's comments led investors to dramatically increase bets on a 50-basis-point hike in March compared with the previous widely held expectation for a 25-basis-point hike before Powell spoke.Data released on Wednesday did little to ease concerns about higher rates as it showed that U.S. private payrolls increased more than expected in February.Another report showed U.S. job openings fell less than expected in January and data for the prior month was revised higher, pointing to persistently tight labor market conditions fueling concerns that this would keep the Fed on track to raise interest rates for longer.\"Investors are digesting Fed Chair Powell's testimony to Congress and data indicating that the job market remains pretty hot,\" said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management, in Minneapolis.Hainlin sees Friday's non-farm payroll report and next week's inflation readings for February as the keys to whether the next rate hike will be 25 or 50 basis points.Traders kept increasing bets for a Fed rate hike of 50 basis points later this month, with fed funds futures recently showing a roughly 80% chance for such a hike, up from about 70% on Tuesday and 31% on Monday before Powell's first testimony, according to CME Group's FedWatch tool.At the end of the session, the Dow Jones Industrial Average had fallen 58.06 points, or 0.18%, to 32,798.4; the S&P 500 closed up 5.64 points, or 0.14%, at 3,992.01; and the Nasdaq Composite added 45.67 points, or 0.4%, to end at 11,576.00.Among the S&P's 11 major sectors, seven closed higher. Energy, down 1%, was the biggest loser, as oil prices fell. Leading gains was real estate, which closed up 1.3%.Technology was the second biggest gainer, up 0.8%, helping Nasdaq outperform the other major indexes.Tesla Inc slid 3% after the U.S. auto safety regulator said it was opening a preliminary investigation into 120,000 Model Y 2023 vehicles following reports about steering wheels falling off while driving.Occidental Petroleum Corp gained 2% after Warren Buffett's Berkshire Hathaway Inc increased its stake in the oil company to about 22.2%.Declining issues outnumbered advancers on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.14-to-1 ratio favored decliners.The S&P 500 posted two new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 170 new lows.On U.S. exchanges 10.3 billion shares changed hands compared with the 10.90 billion average for the last 20 sessions.(Reporting by Sinéad Carew in New York, Shristi Achar A, Sruthi Shankar and Bansari Mayur Kamdar in Bengaluru, graphic by Noel Randewich, additional reporting by Amruta Khandekar Editing by Vinay Dwivedi, Sriraj Kalluvia and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940207556,"gmtCreate":1677913356375,"gmtModify":1677915149800,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"YEA SHORT SQUEEZE U🤡","listText":"YEA SHORT SQUEEZE U🤡","text":"YEA SHORT SQUEEZE U🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940207556","repostId":"1188147335","repostType":2,"repost":{"id":"1188147335","pubTimestamp":1677896169,"share":"https://ttm.financial/m/news/1188147335?lang=&edition=fundamental","pubTime":"2023-03-04 10:16","market":"us","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why The Market Could Drop By Another 20%-25%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957203353,"gmtCreate":1677249862572,"gmtModify":1677249866141,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957203353","repostId":"9957200345","repostType":1,"repost":{"id":9957200345,"gmtCreate":1677249469888,"gmtModify":1677249478147,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"YYMA","avatar":"https://static.tigerbbs.com/79c48b1c7642ca33606764484b6904b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586340560570750","authorIdStr":"3586340560570750"},"themes":[],"htmlText":"As of the close on Friday,$S&amp;P/ASX 200(XJO.AU)$ closed at 7,307.00 points, down -0.54% in the past 5 days. During the last 5 trading days, $Eagers Automotive Ltd(APE.AU)$ $Inghams Group(ING.AU)$ $ORIGIN ENERGY LIMITED(ORG.AU)$ $Smartgroup Corporation Ltd(SIQ.AU)$ $Johns Lyng(JLG.AU)$ were up 21.72%, 17.52%, 15.43%, 14.97%, and 11.68% respectively. 1. $Eagers Automotive Ltd(APE.AU)$ The Eagers Automotive, Australia's biggest car sales group, announced a final dividend of 49 cents per share for FY22, creating a record total full-year dividend of 71 cents per share for investors. The share price soared after the company released its full-year results for 2022. Eagers achieved record underlying operating profit before tax of $405.2 million Eagers Automotive said its record profit came down","listText":"As of the close on Friday,$S&amp;P/ASX 200(XJO.AU)$ closed at 7,307.00 points, down -0.54% in the past 5 days. During the last 5 trading days, $Eagers Automotive Ltd(APE.AU)$ $Inghams Group(ING.AU)$ $ORIGIN ENERGY LIMITED(ORG.AU)$ $Smartgroup Corporation Ltd(SIQ.AU)$ $Johns Lyng(JLG.AU)$ were up 21.72%, 17.52%, 15.43%, 14.97%, and 11.68% respectively. 1. $Eagers Automotive Ltd(APE.AU)$ The Eagers Automotive, Australia's biggest car sales group, announced a final dividend of 49 cents per share for FY22, creating a record total full-year dividend of 71 cents per share for investors. The share price soared after the company released its full-year results for 2022. Eagers achieved record underlying operating profit before tax of $405.2 million Eagers Automotive said its record profit came down","text":"As of the close on Friday,$S&P/ASX 200(XJO.AU)$ closed at 7,307.00 points, down -0.54% in the past 5 days. During the last 5 trading days, $Eagers Automotive Ltd(APE.AU)$ $Inghams Group(ING.AU)$ $ORIGIN ENERGY LIMITED(ORG.AU)$ $Smartgroup Corporation Ltd(SIQ.AU)$ $Johns Lyng(JLG.AU)$ were up 21.72%, 17.52%, 15.43%, 14.97%, and 11.68% respectively. 1. $Eagers Automotive Ltd(APE.AU)$ The Eagers Automotive, Australia's biggest car sales group, announced a final dividend of 49 cents per share for FY22, creating a record total full-year dividend of 71 cents per share for investors. The share price soared after the company released its full-year results for 2022. Eagers achieved record underlying operating profit before tax of $405.2 million Eagers Automotive said its record profit came down","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957200345","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954720146,"gmtCreate":1676647905986,"gmtModify":1676647911899,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954720146","repostId":"1103124254","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954957231,"gmtCreate":1675952726824,"gmtModify":1675952730300,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954957231","repostId":"9954958606","repostType":1,"repost":{"id":9954958606,"gmtCreate":1675949487705,"gmtModify":1675951466537,"author":{"id":"9000000000000402","authorId":"9000000000000402","name":"InvestWithStanley","avatar":"https://community-static.tradeup.com/news/6660de85004b599780fdaa3023a1e256","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000402","authorIdStr":"9000000000000402"},"themes":[],"htmlText":"\n \n \n  How Oiltek Grew During COVID | The Asian Mavericks\n \n","listText":"How Oiltek Grew During COVID | The Asian Mavericks","text":"How Oiltek Grew During COVID | The Asian Mavericks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954958606","isVote":1,"tweetType":2,"object":{"id":"baa236c0b4374d28a585e276829adb0b","tweetId":"9954958606","title":"How Oiltek Grew During COVID | The Asian Mavericks","videoUrl":"http://v.tigerbbs.com/16759494812496e834b37d4e2b448e20d8ca4de6d44fb.mp4","poster":"https://static.tigerbbs.com/cdc0971b461481f4293d6931693036a3","shareLink":"http://v.tigerbbs.com/16759494812496e834b37d4e2b448e20d8ca4de6d44fb.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955452356,"gmtCreate":1675699077876,"gmtModify":1675699485688,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Dun be a pussy. Hold until crash🤡","listText":"Dun be a pussy. Hold until crash🤡","text":"Dun be a pussy. Hold until crash🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955452356","repostId":"1129816728","repostType":4,"repost":{"id":"1129816728","pubTimestamp":1675697184,"share":"https://ttm.financial/m/news/1129816728?lang=&edition=fundamental","pubTime":"2023-02-06 23:26","market":"other","language":"en","title":"3 Sorry Cryptos to Sell in February Before It’s Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1129816728","media":"InvestorPlace","summary":"Here are three sorry cryptos to sell in February before it’s too late.Dogecoin(DOGE): DOGE is still ","content":"<html><head></head><body><ul><li>Here are three sorry cryptos to sell in February before it’s too late.</li><li><b>Dogecoin</b>(<b><u>DOGE</u></b>): DOGE is still just a meme token that was developed purely as a joke.</li><li><b>FTX Token</b>(<b><u>FTT</u></b>): The token tied to bankrupt cryptocurrency exchange FTX should be approached with extreme caution.</li><li><b>Solana</b>(<b><u>SOL</u></b>): This crypto is prone to being hacked and has some serious security vulnerabilities.</li></ul><p>Cryptocurrencies have been on a tear to start the year. <b>Bitcoin’s</b>(<b><u>BTC-USD</u></b>) price hit a six-month high near $24,000 following the latest interest rate hike from the Federal Reserve. Bitcoin had been trading below $16,000 last December. Other cryptos, including <b>Ethereum</b>(<b><u>ETH-USD</u></b>), are rallying too. In fact, the top 100 cryptocurrencies rose a combined 37% in January. With investors anticipating an end to the Fed’s rate hikes, many are turning bullish and again wading into cryptos. However, skeptics remain when it comes to digital coins and tokens. And some technical analysts say that the current rally of Bitcoin is likely to break down at $25,000 as it meets resistance. At this pivotal point for crypto, here are three sorry cryptos to sell in February before it’s too late.</p><p><b>Dogecoin (DOGE)</b></p><p>Still among the most speculative of cryptocurrencies, <b>Dogecoin</b>(<b><u>DOGE-USD</u></b>) has been rallying this year along with other digital assets. Since the start of January, the price of DOGE has risen 31% to 9 cents. While this year’s rally is encouraging, it doesn’t make Dogecoin a smart investment. This is, after all, still a meme token that features a cartoon drawing of a Shiba Inu dog and was developed by two software engineers as a joke.</p><p>Given its nature, DOGE is usually among the first cryptocurrencies to sell off at the first sign of trouble in the industry, and its declines can be steep. Doigecoin’s price was effectively cut in half in the last two months of 2022, falling from 14 cents on November 1 to 7 cents on December 31.</p><p>Such extreme volatility makes Dogecoin a dangerous investment and one investors should avoid. While the price is cheap, there are many other, more legitimate cryptocurrencies that investors can put their hard-earned capital towards.</p><p><b>FTX Token (FTT)</b></p><p>Believe it or not, a digital token tied to bankrupt cryptocurrency exchange FTX is still available to buy. And it has risen substantially this year along with other cryptos. So far in 2023, the <b>FTX Token</b>(<b><u>FTT-USD</u></b>) has gained 130%, rising from 84 cents to its current level of $2.04. This after FTX collapsed in spectacular fashion on Nov. 11 last year, with $8 billion of missing assets, more than one million creditors, and multiple charges of fraud levelled at co-founder Sam Bankman-Fried.</p><p>The implosion ofFTX led to contagion across the global crypto industry, leading other exchanges and lenders to freeze clients’ accounts, halt operations, and, in many cases, file for protection from creditors.</p><p>Yet all the drama and heartache doesn’t appear to have deterred investors from bidding up FTT. It’s a strange situation given that the FTX crypto exchange is unlikely to be revived, and Sam Bankman-Fried could spend years if not decades behind bars.</p><p>Why bet on FTT  with all of its baggage?</p><p><b>Solana (SOL)</b></p><p>Solana (<b>SOL-USD</b>) is a public blockchain platform that is able to facilitate smart contracts. Unlike the other cryptos on this list, SOL has some utility and a purpose. And its price has been skyrocketing this year, gaining 90%. However, Solana still poses a meaningful risk.</p><p>The biggest risk posed by it is that it is prone to being hacked. The most high-profile hack of the crypto occurred last year when $320 million of Ethereum was stolen from its platform.</p><p>Solana uses a “wormhole” to connect its blockchain to the Ethereum blockchain, and that connection lacks rigid security and has proven easy to hack. While the developers behind Solana insist they are working to improve its security protocols, there is still reason to be weary of future hacks.</p><p>That’s especially true since the latest data shows that hackers are targeting crypto more than ever. A newly released report from blockchain analytics firm <b>Chainalysis</b> shows that hackers stole a record $3.8 billion of cryptocurrencies in 2022, and the growth of losses from the hacking of cryptos shows no sign of slowing. Proceed with caution.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sorry Cryptos to Sell in February Before It’s Too Late</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 Sorry Cryptos to Sell in February Before It’s Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/3-sorry-cryptos-to-sell-in-february-before-its-too-late/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three sorry cryptos to sell in February before it’s too late.Dogecoin(DOGE): DOGE is still just a meme token that was developed purely as a joke.FTX Token(FTT): The token tied to bankrupt ...</p>\n\n<a href=\"https://investorplace.com/2023/02/3-sorry-cryptos-to-sell-in-february-before-its-too-late/\">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://investorplace.com/2023/02/3-sorry-cryptos-to-sell-in-february-before-its-too-late/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129816728","content_text":"Here are three sorry cryptos to sell in February before it’s too late.Dogecoin(DOGE): DOGE is still just a meme token that was developed purely as a joke.FTX Token(FTT): The token tied to bankrupt cryptocurrency exchange FTX should be approached with extreme caution.Solana(SOL): This crypto is prone to being hacked and has some serious security vulnerabilities.Cryptocurrencies have been on a tear to start the year. Bitcoin’s(BTC-USD) price hit a six-month high near $24,000 following the latest interest rate hike from the Federal Reserve. Bitcoin had been trading below $16,000 last December. Other cryptos, including Ethereum(ETH-USD), are rallying too. In fact, the top 100 cryptocurrencies rose a combined 37% in January. With investors anticipating an end to the Fed’s rate hikes, many are turning bullish and again wading into cryptos. However, skeptics remain when it comes to digital coins and tokens. And some technical analysts say that the current rally of Bitcoin is likely to break down at $25,000 as it meets resistance. At this pivotal point for crypto, here are three sorry cryptos to sell in February before it’s too late.Dogecoin (DOGE)Still among the most speculative of cryptocurrencies, Dogecoin(DOGE-USD) has been rallying this year along with other digital assets. Since the start of January, the price of DOGE has risen 31% to 9 cents. While this year’s rally is encouraging, it doesn’t make Dogecoin a smart investment. This is, after all, still a meme token that features a cartoon drawing of a Shiba Inu dog and was developed by two software engineers as a joke.Given its nature, DOGE is usually among the first cryptocurrencies to sell off at the first sign of trouble in the industry, and its declines can be steep. Doigecoin’s price was effectively cut in half in the last two months of 2022, falling from 14 cents on November 1 to 7 cents on December 31.Such extreme volatility makes Dogecoin a dangerous investment and one investors should avoid. While the price is cheap, there are many other, more legitimate cryptocurrencies that investors can put their hard-earned capital towards.FTX Token (FTT)Believe it or not, a digital token tied to bankrupt cryptocurrency exchange FTX is still available to buy. And it has risen substantially this year along with other cryptos. So far in 2023, the FTX Token(FTT-USD) has gained 130%, rising from 84 cents to its current level of $2.04. This after FTX collapsed in spectacular fashion on Nov. 11 last year, with $8 billion of missing assets, more than one million creditors, and multiple charges of fraud levelled at co-founder Sam Bankman-Fried.The implosion ofFTX led to contagion across the global crypto industry, leading other exchanges and lenders to freeze clients’ accounts, halt operations, and, in many cases, file for protection from creditors.Yet all the drama and heartache doesn’t appear to have deterred investors from bidding up FTT. It’s a strange situation given that the FTX crypto exchange is unlikely to be revived, and Sam Bankman-Fried could spend years if not decades behind bars.Why bet on FTT  with all of its baggage?Solana (SOL)Solana (SOL-USD) is a public blockchain platform that is able to facilitate smart contracts. Unlike the other cryptos on this list, SOL has some utility and a purpose. And its price has been skyrocketing this year, gaining 90%. However, Solana still poses a meaningful risk.The biggest risk posed by it is that it is prone to being hacked. The most high-profile hack of the crypto occurred last year when $320 million of Ethereum was stolen from its platform.Solana uses a “wormhole” to connect its blockchain to the Ethereum blockchain, and that connection lacks rigid security and has proven easy to hack. While the developers behind Solana insist they are working to improve its security protocols, there is still reason to be weary of future hacks.That’s especially true since the latest data shows that hackers are targeting crypto more than ever. A newly released report from blockchain analytics firm Chainalysis shows that hackers stole a record $3.8 billion of cryptocurrencies in 2022, and the growth of losses from the hacking of cryptos shows no sign of slowing. Proceed with caution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956579254,"gmtCreate":1674092411378,"gmtModify":1676538922873,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT UNTIL U CRY🤡","listText":"SHORT UNTIL U CRY🤡","text":"SHORT UNTIL U CRY🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956579254","repostId":"1196483839","repostType":4,"repost":{"id":"1196483839","pubTimestamp":1674111072,"share":"https://ttm.financial/m/news/1196483839?lang=&edition=fundamental","pubTime":"2023-01-19 14:51","market":"other","language":"en","title":"3 Hot Cryptos to Watch as They Make Huge Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1196483839","media":"InvestorPlace","summary":"For aggressive investors, these three cryptos to watch are worth adding to your portfolio in 2023.Bi","content":"<html><head></head><body><ul><li>For aggressive investors, these three cryptos to watch are worth adding to your portfolio in 2023.</li><li><b>Bitcoin</b>(<b>BTC-USD</b>): Bitcoin has been on a roll lately, hitting $20,000 for the first time in two months.</li><li><b>Ethereum</b>(<b>ETH-USD</b>): During the last two weeks, ETH has increased by more than 30%.</li><li><b>Binance Coin</b>(<b>BNB-USD</b>): It can climb a great deal in 2023.</li></ul><p>To determine which cryptocurrencies may be the best investments in 2023, market participants and crypto enthusiasts are analyzing the likelihood of numerous future scenarios. In recent weeks, meanwhile, crypto prices have rallied. That has made investors hopeful and left many of them looking for cryptos to watch and eventually buy.</p><p>With innovative new blockchain projects continuing to pop up, this nascent sector has plenty of positive catalysts to be excited about. Indeed, new ways of using cryptos are emerging every day, and many cryptos are attractive because of they are innovative and growing rapidly.</p><p>Even though corporate and institutional adoption of cryptos appears to be slowing and the sector could be hurt by increased regulations in 2023, there’s still a great deal of innovation in the sector. Moreover, there are reasons why plenty of smart individuals have bought cryptos.</p><p>Here are three, high-quality cryptos to watch. All of them have considerable track records. For those looking to capture the next wave higher in crypto, these are the three tokens I think are worth considering.</p><p><b>Bitcoin (BTC-USD)</b></p><p>The world’s first and largest cryptocurrency by market capitalization, <b>Bitcoin</b>(<b>BTC-USD</b>) deserves a place in every investor’s portfolio. While many investors may not be bullish on Bitcoin, I think there’s plenty of reason to consider buying it on dips.</p><p>But Bitcoin hasn’t been falling recently. Instead, it has been rallying off its lows, eclipsing the $20,000 mark for the first time in two months. Thus, as far as momentum is concerned, there’s a lot to like about this crypto’s path.</p><p>Bitcoin’s distributed ledger technology is powered by a proof-of-work consensus. While Bitcoin’s network has come under scrutiny for its heavy energy usage, proof-of-work is more secure than competing systems. Thus, those who are bullish on cryptos’ long-term outlook tend to view Bitcoin as one of the safer tokens available.</p><p>Accordingly, for those looking for a less volatile crypto that will still enable them to benefit from the sector’s rallies, Bitcoin is the way to go.</p><p><b>Ethereum (ETH-USD)</b></p><p>The foundation for most decentralized applications in the crypto world, <b>Ethereum</b>(<b>ETH-USD</b>) is certainly among the cryptos to watch for investors looking for exposure to this asset class. Indeed, most functional crypto projects are based on Ethereum.</p><p>Because of its potential applications, including so-called “smart contracts” and non-fungible tokens, Ethereum’s cryptocurrency and blockchain platform are beloved by programmers of NFTs and other crypto-related tokens and applications.</p><p>ETH has risen incredibly fast. Its price increased by more than 27,000% from roughly $11 to over $3,000 between April 2016 and the beginning of March 2022. Ethereum, however, fell to a 52-week low of $1,091 on Nov. 9, 2022, as a result of the general market meltdown, and it had recovered to about $1,400 by Jan. 10, 2023. Today it’s changing hands for slightly more than $1,500.</p><p>A few months before Ethereum’s Shanghai upgrade, Ethereum’s positive momentum is increasing. This upgrade will enable the staked ETH that has been sitting on the Beacon Chain for almost two years to be gradually withdrawn, providing Ethereum with a key, positive catalyst.</p><p><b>BNB Coin (BNB-USD)</b></p><p>The native token of the largest centralized crypto exchange globally, <b>BNB Coin</b>(<b>BNB-USD</b>) is a mega-cap token worth considering. Currently the fourth-largest token by market capitalization, BNB Coin is owned by many investors, for good reason</p><p>The coin, which is linked to the Binance exchange, has grown since it was introduced in 2017, and it now does more than just enable transactions on Binance’s platform. At this point, you can use it to trade, process payments, and to plan trips. Additionally, BNB can be traded or converted into other cryptocurrencies like Ethereum or Bitcoin.</p><p>Impressively, BNB traded around the 10 cent level in 2017, and its price increased to nearly $413 by the start of March 2022. Even during the crypto collapse, BNB didn’t drop much, and now it’s trading for about $283.</p><p>Many think that BNB may pose the greatest threat to Ethereum’s value and user base. Because of the success of the Binance exchange, BNB’s has become much more widely used in recent years. If, despite the failure of <b>FTX,</b> many investors resume buying tokens that are linked to exchanges, BNB could rally tremendously going forward.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Hot Cryptos to Watch as They Make Huge Gains</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 Hot Cryptos to Watch as They Make Huge Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-hot-cryptos-to-watch-as-they-make-huge-gains/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For aggressive investors, these three cryptos to watch are worth adding to your portfolio in 2023.Bitcoin(BTC-USD): Bitcoin has been on a roll lately, hitting $20,000 for the first time in two months....</p>\n\n<a href=\"https://investorplace.com/2023/01/3-hot-cryptos-to-watch-as-they-make-huge-gains/\">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://investorplace.com/2023/01/3-hot-cryptos-to-watch-as-they-make-huge-gains/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196483839","content_text":"For aggressive investors, these three cryptos to watch are worth adding to your portfolio in 2023.Bitcoin(BTC-USD): Bitcoin has been on a roll lately, hitting $20,000 for the first time in two months.Ethereum(ETH-USD): During the last two weeks, ETH has increased by more than 30%.Binance Coin(BNB-USD): It can climb a great deal in 2023.To determine which cryptocurrencies may be the best investments in 2023, market participants and crypto enthusiasts are analyzing the likelihood of numerous future scenarios. In recent weeks, meanwhile, crypto prices have rallied. That has made investors hopeful and left many of them looking for cryptos to watch and eventually buy.With innovative new blockchain projects continuing to pop up, this nascent sector has plenty of positive catalysts to be excited about. Indeed, new ways of using cryptos are emerging every day, and many cryptos are attractive because of they are innovative and growing rapidly.Even though corporate and institutional adoption of cryptos appears to be slowing and the sector could be hurt by increased regulations in 2023, there’s still a great deal of innovation in the sector. Moreover, there are reasons why plenty of smart individuals have bought cryptos.Here are three, high-quality cryptos to watch. All of them have considerable track records. For those looking to capture the next wave higher in crypto, these are the three tokens I think are worth considering.Bitcoin (BTC-USD)The world’s first and largest cryptocurrency by market capitalization, Bitcoin(BTC-USD) deserves a place in every investor’s portfolio. While many investors may not be bullish on Bitcoin, I think there’s plenty of reason to consider buying it on dips.But Bitcoin hasn’t been falling recently. Instead, it has been rallying off its lows, eclipsing the $20,000 mark for the first time in two months. Thus, as far as momentum is concerned, there’s a lot to like about this crypto’s path.Bitcoin’s distributed ledger technology is powered by a proof-of-work consensus. While Bitcoin’s network has come under scrutiny for its heavy energy usage, proof-of-work is more secure than competing systems. Thus, those who are bullish on cryptos’ long-term outlook tend to view Bitcoin as one of the safer tokens available.Accordingly, for those looking for a less volatile crypto that will still enable them to benefit from the sector’s rallies, Bitcoin is the way to go.Ethereum (ETH-USD)The foundation for most decentralized applications in the crypto world, Ethereum(ETH-USD) is certainly among the cryptos to watch for investors looking for exposure to this asset class. Indeed, most functional crypto projects are based on Ethereum.Because of its potential applications, including so-called “smart contracts” and non-fungible tokens, Ethereum’s cryptocurrency and blockchain platform are beloved by programmers of NFTs and other crypto-related tokens and applications.ETH has risen incredibly fast. Its price increased by more than 27,000% from roughly $11 to over $3,000 between April 2016 and the beginning of March 2022. Ethereum, however, fell to a 52-week low of $1,091 on Nov. 9, 2022, as a result of the general market meltdown, and it had recovered to about $1,400 by Jan. 10, 2023. Today it’s changing hands for slightly more than $1,500.A few months before Ethereum’s Shanghai upgrade, Ethereum’s positive momentum is increasing. This upgrade will enable the staked ETH that has been sitting on the Beacon Chain for almost two years to be gradually withdrawn, providing Ethereum with a key, positive catalyst.BNB Coin (BNB-USD)The native token of the largest centralized crypto exchange globally, BNB Coin(BNB-USD) is a mega-cap token worth considering. Currently the fourth-largest token by market capitalization, BNB Coin is owned by many investors, for good reasonThe coin, which is linked to the Binance exchange, has grown since it was introduced in 2017, and it now does more than just enable transactions on Binance’s platform. At this point, you can use it to trade, process payments, and to plan trips. Additionally, BNB can be traded or converted into other cryptocurrencies like Ethereum or Bitcoin.Impressively, BNB traded around the 10 cent level in 2017, and its price increased to nearly $413 by the start of March 2022. Even during the crypto collapse, BNB didn’t drop much, and now it’s trading for about $283.Many think that BNB may pose the greatest threat to Ethereum’s value and user base. Because of the success of the Binance exchange, BNB’s has become much more widely used in recent years. If, despite the failure of FTX, many investors resume buying tokens that are linked to exchanges, BNB could rally tremendously going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941066760,"gmtCreate":1679880503351,"gmtModify":1679881715678,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"BECAUSE IT GONNA BE FKING BULL🤡","listText":"BECAUSE IT GONNA BE FKING BULL🤡","text":"BECAUSE IT GONNA BE FKING BULL🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941066760","repostId":"2322046383","repostType":4,"repost":{"id":"2322046383","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":1679872794,"share":"https://ttm.financial/m/news/2322046383?lang=&edition=fundamental","pubTime":"2023-03-27 07:19","market":"us","language":"en","title":"Why the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2322046383","media":"Dow Jones","summary":"Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in t","content":"<html><head></head><body><p>Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.</p><p>&#34;Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that&#39;s what keeps it from spilling over to the broader market,&#34; said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.</p><p>There&#39;s also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.</p><p>But gains last week, which came amid volatile trading, aren&#39;t sending an all-clear signal, stock-market analysts and investors said.</p><p>Banking worries haven&#39;t gone away after the failure of three U.S. institutions earlier this month and UBS Group AG&#39;s (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.</p><p>It&#39;s the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday&#39;s closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank&#39;s collapse the preceding Friday.</p><p>That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn&#39;t considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, &#34;we would be prepared to take additional actions if warranted.&#34;</p><p>Deposits are &#34;the epicenter of the crisis of confidence&#34; in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won&#39;t be full protection for deposits is bound to worry investors in a charged environment.</p><p>Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.</p><p>Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.</p><p>&#34;Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,&#34; he wrote.</p><p>Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increase</p><p>Meanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank&#39;s collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.</p><p>There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB&#39;s collapse, he said (see chart above).</p><p>&#34;The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,&#34; Slok wrote.</p><p>The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&amp;P 500  rose 1.4%, recouping the large-cap benchmark&#39;s March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.</p><p>Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&amp;P Regional Banking ETF <a href=\"https://laohu8.com/S/KRE\">$(KRE)$</a> eked out a 0.2% weekly gain but remains down 29.3% in March. KRE&#39;s plunge has taken it back to levels last seen in November 2020.</p><p>Look beneath the surface, and the stock market appears &#34;bifurcated,&#34; said Austin Graff, chief investment officer and founder of Opal Capital.</p><p>Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.</p><p>The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday&#39;s close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.</p><p>For investors, &#34;the expectation should be for continued volatility because we do have less money flowing through the economy,&#34; Graff said. There&#39;s more pain to be felt in highly levered parts of the economy that weren&#39;t prepared for the speed and scope of the Fed&#39;s aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.</p><p>Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.</p><p>Invesco&#39;s Hooper said it makes sense for tactical allocators to position defensively right now.</p><p>&#34;But I think there has to be a recognition that if the banking issues that we&#39;re seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,&#34; she said. That would favor &#34;overweight&#34; positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.</p><p>The problem, she said, is the well-known difficulty in timing the market.</p><p>Amoroso at iCapital said a &#34;barbell&#34; approach would allow investors to &#34;get paid while they wait&#34; by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.</p><p>&#34;It doesn&#39;t feel great for investors, but the reality is that we&#39;re likely trapped in a narrow range for the S&amp;P for a while,&#34; Amoroso said, &#34;until either growth breaks to the downside or inflation breaks to the downside.&#34;</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 the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Worst Banking Mess since 2008 Isn't Freaking out Stock-Market Investors -- Yet\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\">2023-03-27 07:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.</p><p>&#34;Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that&#39;s what keeps it from spilling over to the broader market,&#34; said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.</p><p>There&#39;s also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.</p><p>But gains last week, which came amid volatile trading, aren&#39;t sending an all-clear signal, stock-market analysts and investors said.</p><p>Banking worries haven&#39;t gone away after the failure of three U.S. institutions earlier this month and UBS Group AG&#39;s (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.</p><p>It&#39;s the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday&#39;s closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank&#39;s collapse the preceding Friday.</p><p>That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn&#39;t considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, &#34;we would be prepared to take additional actions if warranted.&#34;</p><p>Deposits are &#34;the epicenter of the crisis of confidence&#34; in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won&#39;t be full protection for deposits is bound to worry investors in a charged environment.</p><p>Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.</p><p>Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.</p><p>&#34;Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,&#34; he wrote.</p><p>Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increase</p><p>Meanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank&#39;s collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.</p><p>There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB&#39;s collapse, he said (see chart above).</p><p>&#34;The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,&#34; Slok wrote.</p><p>The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&amp;P 500  rose 1.4%, recouping the large-cap benchmark&#39;s March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.</p><p>Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&amp;P Regional Banking ETF <a href=\"https://laohu8.com/S/KRE\">$(KRE)$</a> eked out a 0.2% weekly gain but remains down 29.3% in March. KRE&#39;s plunge has taken it back to levels last seen in November 2020.</p><p>Look beneath the surface, and the stock market appears &#34;bifurcated,&#34; said Austin Graff, chief investment officer and founder of Opal Capital.</p><p>Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.</p><p>The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday&#39;s close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.</p><p>For investors, &#34;the expectation should be for continued volatility because we do have less money flowing through the economy,&#34; Graff said. There&#39;s more pain to be felt in highly levered parts of the economy that weren&#39;t prepared for the speed and scope of the Fed&#39;s aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.</p><p>Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.</p><p>Invesco&#39;s Hooper said it makes sense for tactical allocators to position defensively right now.</p><p>&#34;But I think there has to be a recognition that if the banking issues that we&#39;re seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,&#34; she said. That would favor &#34;overweight&#34; positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.</p><p>The problem, she said, is the well-known difficulty in timing the market.</p><p>Amoroso at iCapital said a &#34;barbell&#34; approach would allow investors to &#34;get paid while they wait&#34; by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.</p><p>&#34;It doesn&#39;t feel great for investors, but the reality is that we&#39;re likely trapped in a narrow range for the S&amp;P for a while,&#34; Amoroso said, &#34;until either growth breaks to the downside or inflation breaks to the downside.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIVBQ":"硅谷银行","SBNY":"签字银行","KRE":"区域银行指数ETF-SPDR KBW","BK4588":"碎股","UBS":"瑞银","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4118":"综合性资本市场"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322046383","content_text":"Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in the midst of the worst banking mess since the 2008 financial crisis for stock-market investors to lose their cool.\"Investors are broadly assuming that regulators are going to step in and ringfence the sector if need be, and that's what keeps it from spilling over to the broader market,\" said Anastasia Amoroso, chief investment strategist at iCapital, in a phone interview.There's also a second reason. Investors see the banking woes forcing the Fed to pause the rate-hike cycle or even begin cutting as early as June, she noted. An end to the yearlong rise in rates will remove a source of pressure on stock-market valuations.But gains last week, which came amid volatile trading, aren't sending an all-clear signal, stock-market analysts and investors said.Banking worries haven't gone away after the failure of three U.S. institutions earlier this month and UBS Group AG's (UBS) agreement to acquire troubled Swiss rival Credit Suisse (CSGN.EB) in a merger forced by regulators. Jitters were on display Friday when shares of German financial giant Deutsche Bank (DBK.XE)got drubbed.It's the fear of runs on U.S. regional banks that still keep investors up at night. Markets might face a test Monday if investors react to Federal Reserve data released after Friday's closing bell showed deposits at small U.S. banks dropped by a record $119 billion in the weekly period ended Wednesday, March 15, following Silicon Valley Bank's collapse the preceding Friday.That sensitivity to deposits was on display last week. U.S. Treasury Secretary Janet Yellen was blamed for a late Wednesday selloff that saw the Dow end over 500 points lower after she told lawmakers that her department hadn't considered or discussed a blanket guarantee for deposits. On Thursday, she told House lawmakers that, \"we would be prepared to take additional actions if warranted.\"Deposits are \"the epicenter of the crisis of confidence\" in U.S. banks, said Kristina Hooper, chief global market strategist at Invesco, in a phone interview. Anything that suggests there won't be full protection for deposits is bound to worry investors in a charged environment.Cascading runs on regional banks would stoke fears of further bank failures and the potential for a full-blown financial crisis, but short of that, pressure on deposits also underline fears the U.S. economy is headed for a credit crunch.Speaking of a credit crunch. Deposits across banks have been under pressure after the Federal Reserve began aggressively raising interest rates roughly a year ago. Since then, deposits at all domestic banks have fallen by $663 billion, or 3.9%, as money flowed into money-market funds and bonds, noted Paul Ashworth, chief North American economist at Capital Economics, in a Friday note.\"Unless banks are willing to jack up their deposit rates to prevent that flight, they will eventually have to rein in the size of their loan portfolios, with the resulting squeeze on economic activity another reason to expect a recession is coming soon,\" he wrote.Related:Bank of America identifies the next bubble and says investors should sell stocks rather than buy them after the last rate increaseMeanwhile, activity in U.S. capital markets has largely dried up since Silicon Valley Bank's collapse on March 10, noted Torsten Slok, chief global economist at Apollo Global Management, in a recent note.There was virtually no investment-grade or high-yield debt issuance and no initial public offerings on U.S. exchanges, while merger and acquisition activity since then represents completed deals that were initiated before SVB's collapse, he said (see chart above).\"The longer capital markets are closed, and the longer funding spreads for banks remain elevated, the more negative the impact will be on the broader economy,\" Slok wrote.The Dow Jones Industrial Average  rose 1.2% last week, ending a back-to-back run of declines. The S&P 500  rose 1.4%, recouping the large-cap benchmark's March losses to turn flat on the month. The Nasdaq Composite  saw a 1.7% weekly rise, leaving the tech-heavy index up 3.2% for the month to date.Regional bank stocks showed some signs of stability, but have yet to begin a meaningful recovery from steep March losses. The SPDR S&P Regional Banking ETF $(KRE)$ eked out a 0.2% weekly gain but remains down 29.3% in March. KRE's plunge has taken it back to levels last seen in November 2020.Look beneath the surface, and the stock market appears \"bifurcated,\" said Austin Graff, chief investment officer and founder of Opal Capital.Much of the resilience in the broader market is attributable to gains for megacap technology stocks, which have enjoyed a flight-to-safety role, he said in a phone interview.The megacap tech-heavy Nasdaq-100  was up 6% in March through Friday's close, according to FactSet, while regional bank shares dragged on the small-cap Russell 2000 , down 8.5% over the same stretch.For investors, \"the expectation should be for continued volatility because we do have less money flowing through the economy,\" Graff said. There's more pain to be felt in highly levered parts of the economy that weren't prepared for the speed and scope of the Fed's aggressive rate increases, including areas like commercial real estate that are also struggling with the work-from-home phenomenon.Graff has been buying companies in traditionally defensive sectors, such as utilities, consumer staples and healthcare, that are expected to be resilient during economic downturns.Invesco's Hooper said it makes sense for tactical allocators to position defensively right now.\"But I think there has to be a recognition that if the banking issues that we're seeing do appear to be resolved and the Fed has paused, we are likely to see a market regime shift...to a more risk-on environment,\" she said. That would favor \"overweight\" positions in equities, including cyclical and small-cap stocks as well as moving further out on the risk spectrum on fixed income.The problem, she said, is the well-known difficulty in timing the market.Amoroso at iCapital said a \"barbell\" approach would allow investors to \"get paid while they wait\" by taking advantage of decent yields in cash, short- and long-term Treasurys, corporate bonds and private credit, while at the same time using dollar-cost averaging to take advantage of opportunities where valuations have been reset to the downside.\"It doesn't feel great for investors, but the reality is that we're likely trapped in a narrow range for the S&P for a while,\" Amoroso said, \"until either growth breaks to the downside or inflation breaks to the downside.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021013544,"gmtCreate":1652973166688,"gmtModify":1676535199618,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT UNTIL U CRY","listText":"SHORT UNTIL U CRY","text":"SHORT UNTIL U CRY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021013544","repostId":"2236193709","repostType":4,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911230983,"gmtCreate":1664206023442,"gmtModify":1676537410100,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"OK. 100k short on the way🤡","listText":"OK. 100k short on the way🤡","text":"OK. 100k short on the way🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9911230983","repostId":"2270287582","repostType":4,"repost":{"id":"2270287582","pubTimestamp":1664205506,"share":"https://ttm.financial/m/news/2270287582?lang=&edition=fundamental","pubTime":"2022-09-26 23:18","market":"us","language":"en","title":"Stock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287582","media":"Motley Fool","summary":"The tech sector's downturn offers investors an opportunity to pick up shares of Apple and Microsoft at a discount.","content":"<html><head></head><body><p>Stocks, broadly speaking, have been hammered in 2022. At this point, only two <b>S&amp;P 500</b> sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector players are unlikely to persist in the long run because of the ongoing shift away from fossil fuels, and utility stocks are considered defensive -- they don&#39;t typically generate the high growth returns many investors are looking for.</p><p>Those types of gains can often be found in the technology sector, but only a handful of companies in that group can be considered safe at times like this -- among them, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. They may not be immune to stock market turmoil, but they have time-tested business models with decades worth of success under their belts. That means when the economy bounces back, these companies will probably be among the first to recover to new highs. Not only might they help investors weather the present volatility, these two stocks also look like solid long-term bets for any portfolio.</p><h2>1. Microsoft serves both consumers and businesses</h2><p>Most people know Microsoft for its Windows operating system for computers and its Office 365 digital document suite. After all, billions of people worldwide use those products in both personal and business settings. But the company has expanded far beyond its roots and into areas its early backers probably never expected, amassing a $1.7 trillion market valuation in the process.</p><p>Having diverse revenue streams is extremely beneficial for a company during an economic downturn. At the moment, consumers are tightening their belts on discretionary spending due to high inflation and rising interest rates, so Microsoft is experiencing softer demand for hardware like its Surface laptops and Xbox gaming consoles. But its intelligent cloud segment is picking up the slack in a big way, and it now contributes the largest share of the company&#39;s revenue.</p><p>It&#39;s driven by the Azure platform, which helps businesses operate in the cloud. It offers solutions like data storage, virtual machines, and even cybersecurity. With more of the corporate world adopting this technology, the cloud is on track to become a $1.5 trillion annual opportunity as soon as 2030, according to one estimate by Grand View Research.</p><p>In Microsoft&#39;s fiscal 2022 (which ended June 30), Azure&#39;s revenue grew by an estimated 45% (based on a calculated average of reported quarterly growth reports because Microsoft doesn&#39;t release Azure&#39;s actual revenue) while the rest of its business expanded by just 18%.</p><p>But still, even though Azure is helping Microsoft weather the current unsteady economic conditions, growth from its other segments will likely kick into gear once interest rates level off. For that reason, it&#39;s important to zoom out and focus on the big picture because, as the below chart suggests, Microsoft has been a fantastic long-term investment.</p><p><img src=\"https://static.tigerbbs.com/b273016c9cf0c5f1607f1ce7a4af0d6d\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>With Microsoft stock currently down 30.6% from its all-time high, this might be a great chance to buy ahead of its next potential wave of growth.</p><h2>2. Apple continues to innovate and diversify</h2><p>Apple is the largest public company in the world with a valuation of $2.4 trillion, and it just launched its latest smartphone, the iPhone 14. As exciting as that is, it does highlight one of the company&#39;s (minor) weak spots. As a manufacturer of premium-priced consumer electronics, Apple is very exposed to the health of the economy. But it has been diversifying its revenue base over the last few years by offering a portfolio of services, and that segment of its business is carrying the company&#39;s growth at the moment.</p><p>Those services include Apple Pay, Apple TV+, Apple News, and Apple Music, to name just a few on an expanding list. The key benefit for investors is that the services segment delivers a gross profit margin of 71% compared to 52% for Apple&#39;s hardware products. Put simply, it&#39;s more profitable to deliver subscription-based services to customers than it is to sell them devices, and recurring revenue makes it easier to build scale.</p><p>In the company&#39;s fiscal 2022 third quarter (which ended June 25), its services segment accounted for 23.6% of the company&#39;s $82.9 billion in total revenue. During the prior-year period, it accounted for 21.4%, so it&#39;s gradually becoming a larger part of the overall business. In fiscal Q3, services grew by 12% compared to a 1% contraction in hardware revenue.</p><p>That said, the release of products like the iPhone 14 and the new, rugged Apple Watch Ultra will likely boost sales into the Christmas season. Both devices come with new feature sets. Of particular note, Apple did a major internal redesign on the iPhone 14 that made it easier for technicians outside the Apple ecosystem to repair them, a cost-saving option that could give the devices even greater appeal to consumers.</p><p>With Apple stock down 17.4% from its all-time high, this could be the chance some investors have been waiting for to buy shares at a discount.</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>Stock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks, broadly speaking, have been hammered in 2022. At this point, only two S&P 500 sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287582","content_text":"Stocks, broadly speaking, have been hammered in 2022. At this point, only two S&P 500 sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector players are unlikely to persist in the long run because of the ongoing shift away from fossil fuels, and utility stocks are considered defensive -- they don't typically generate the high growth returns many investors are looking for.Those types of gains can often be found in the technology sector, but only a handful of companies in that group can be considered safe at times like this -- among them, Microsoft  and Apple. They may not be immune to stock market turmoil, but they have time-tested business models with decades worth of success under their belts. That means when the economy bounces back, these companies will probably be among the first to recover to new highs. Not only might they help investors weather the present volatility, these two stocks also look like solid long-term bets for any portfolio.1. Microsoft serves both consumers and businessesMost people know Microsoft for its Windows operating system for computers and its Office 365 digital document suite. After all, billions of people worldwide use those products in both personal and business settings. But the company has expanded far beyond its roots and into areas its early backers probably never expected, amassing a $1.7 trillion market valuation in the process.Having diverse revenue streams is extremely beneficial for a company during an economic downturn. At the moment, consumers are tightening their belts on discretionary spending due to high inflation and rising interest rates, so Microsoft is experiencing softer demand for hardware like its Surface laptops and Xbox gaming consoles. But its intelligent cloud segment is picking up the slack in a big way, and it now contributes the largest share of the company's revenue.It's driven by the Azure platform, which helps businesses operate in the cloud. It offers solutions like data storage, virtual machines, and even cybersecurity. With more of the corporate world adopting this technology, the cloud is on track to become a $1.5 trillion annual opportunity as soon as 2030, according to one estimate by Grand View Research.In Microsoft's fiscal 2022 (which ended June 30), Azure's revenue grew by an estimated 45% (based on a calculated average of reported quarterly growth reports because Microsoft doesn't release Azure's actual revenue) while the rest of its business expanded by just 18%.But still, even though Azure is helping Microsoft weather the current unsteady economic conditions, growth from its other segments will likely kick into gear once interest rates level off. For that reason, it's important to zoom out and focus on the big picture because, as the below chart suggests, Microsoft has been a fantastic long-term investment.With Microsoft stock currently down 30.6% from its all-time high, this might be a great chance to buy ahead of its next potential wave of growth.2. Apple continues to innovate and diversifyApple is the largest public company in the world with a valuation of $2.4 trillion, and it just launched its latest smartphone, the iPhone 14. As exciting as that is, it does highlight one of the company's (minor) weak spots. As a manufacturer of premium-priced consumer electronics, Apple is very exposed to the health of the economy. But it has been diversifying its revenue base over the last few years by offering a portfolio of services, and that segment of its business is carrying the company's growth at the moment.Those services include Apple Pay, Apple TV+, Apple News, and Apple Music, to name just a few on an expanding list. The key benefit for investors is that the services segment delivers a gross profit margin of 71% compared to 52% for Apple's hardware products. Put simply, it's more profitable to deliver subscription-based services to customers than it is to sell them devices, and recurring revenue makes it easier to build scale.In the company's fiscal 2022 third quarter (which ended June 25), its services segment accounted for 23.6% of the company's $82.9 billion in total revenue. During the prior-year period, it accounted for 21.4%, so it's gradually becoming a larger part of the overall business. In fiscal Q3, services grew by 12% compared to a 1% contraction in hardware revenue.That said, the release of products like the iPhone 14 and the new, rugged Apple Watch Ultra will likely boost sales into the Christmas season. Both devices come with new feature sets. Of particular note, Apple did a major internal redesign on the iPhone 14 that made it easier for technicians outside the Apple ecosystem to repair them, a cost-saving option that could give the devices even greater appeal to consumers.With Apple stock down 17.4% from its all-time high, this could be the chance some investors have been waiting for to buy shares at a discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943598244,"gmtCreate":1679534729089,"gmtModify":1679534732663,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"WHERE IS THE BULL","listText":"WHERE IS THE BULL","text":"WHERE IS THE BULL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943598244","repostId":"1150004780","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813708226,"gmtCreate":1630241637665,"gmtModify":1676530249441,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813708226","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","pubTimestamp":1630201285,"share":"https://ttm.financial/m/news/1129129956?lang=&edition=fundamental","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p>\n<p></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>This Unloved Tech Stock Could Make You Rich One Day</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 Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166326931,"gmtCreate":1623992816523,"gmtModify":1703825983435,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Buy! Pls comment!","listText":"Buy! Pls comment!","text":"Buy! Pls comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/166326931","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943598876,"gmtCreate":1679534705995,"gmtModify":1679534708842,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"one word: CONLANFUSE🤡","listText":"one word: CONLANFUSE🤡","text":"one word: CONLANFUSE🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943598876","repostId":"1138861229","repostType":4,"repost":{"id":"1138861229","pubTimestamp":1679533325,"share":"https://ttm.financial/m/news/1138861229?lang=&edition=fundamental","pubTime":"2023-03-23 09:02","market":"us","language":"en","title":"Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest","url":"https://stock-news.laohu8.com/highlight/detail?id=1138861229","media":"Bloomberg","summary":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the ","content":"<html><head></head><body><p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.</p><p>That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&amp;P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.</p><p>It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&amp;P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.</p><p>“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”</p><p>Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.</p><p>Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&amp;P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.</p><p>“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”</p><p>In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.</p><p>The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.</p><p>But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.</p><p>“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&amp;P,” Bailey said.</p><p>Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&amp;P 500 tumbled 1.7% for its worst fall in two weeks.</p><p>On the other hand, it’s still up for the week.</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>Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest</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\">\nDiffering Powell and Yellen Messages Were a Lot for the Stock Market to Digest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence...</p>\n\n<a href=\"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138861229","content_text":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&P,” Bailey said.Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&P 500 tumbled 1.7% for its worst fall in two weeks.On the other hand, it’s still up for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074164345,"gmtCreate":1658320052887,"gmtModify":1676536140034,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Buy more pls","listText":"Buy more pls","text":"Buy more pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074164345","repostId":"1110784633","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016842613,"gmtCreate":1649170884042,"gmtModify":1676534463084,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"BUY MORE PLS","listText":"BUY MORE PLS","text":"BUY MORE PLS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016842613","repostId":"1191472058","repostType":4,"repost":{"id":"1191472058","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":1649165527,"share":"https://ttm.financial/m/news/1191472058?lang=&edition=fundamental","pubTime":"2022-04-05 21:32","market":"us","language":"en","title":"Stocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1191472058","media":"Tiger Newspress","summary":"Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market","content":"<html><head></head><body><p>Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market&#39;s warning signals and the latest developments in Ukraine.</p><p>Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&amp;P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.</p><p>Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.</p><p>These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank&#39;s rate-hike path and the odds of a recession.</p><p>Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company&#39;s board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.</p><p>Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)</p><p>&#34;Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors&#39; &#39;buy the dip&#39; mentality driving equity returns,&#34; said Mark Hackett, Nationwide&#39;s chief of investment research.</p><p>Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.</p><p>The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&amp;P 500 advanced 0.8%, both posting their second straight day of gains.</p><p>&#34;In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks,&#34; Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.</p><p>The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.</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>Stocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-05 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market&#39;s warning signals and the latest developments in Ukraine.</p><p>Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&amp;P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.</p><p>Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.</p><p>These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank&#39;s rate-hike path and the odds of a recession.</p><p>Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company&#39;s board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.</p><p>Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)</p><p>&#34;Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors&#39; &#39;buy the dip&#39; mentality driving equity returns,&#34; said Mark Hackett, Nationwide&#39;s chief of investment research.</p><p>Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.</p><p>The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&amp;P 500 advanced 0.8%, both posting their second straight day of gains.</p><p>&#34;In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks,&#34; Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.</p><p>The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191472058","content_text":"Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market's warning signals and the latest developments in Ukraine.Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank's rate-hike path and the odds of a recession.Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company's board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)\"Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors' 'buy the dip' mentality driving equity returns,\" said Mark Hackett, Nationwide's chief of investment research.Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&P 500 advanced 0.8%, both posting their second straight day of gains.\"In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks,\" Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814246722,"gmtCreate":1630832386866,"gmtModify":1676530403064,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/814246722","repostId":"1157895022","repostType":4,"repost":{"id":"1157895022","pubTimestamp":1630810619,"share":"https://ttm.financial/m/news/1157895022?lang=&edition=fundamental","pubTime":"2021-09-05 10:56","market":"us","language":"en","title":"Beat the market with this quant system that’s very bullish on stocks at record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1157895022","media":"MarketWatch","summary":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do ","content":"<blockquote>\n <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b>\n</blockquote>\n<p>Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p>\n<p>That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p>\n<p>Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p>\n<p>His HCM Tactical Growth Fund&nbsp;HCMGX,+0.35%beats its Russell 1000&nbsp;benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p>\n<p>There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p>\n<p>So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p>\n<p>Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p>\n<p><b>Lesson #1: Don’t be emotional</b></p>\n<p>It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p>\n<p>Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p>\n<p>To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p>\n<p><b>Lesson #2: Have a system and stick to it</b></p>\n<p>To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p>\n<p>The HCM-BuyLine basically works like this. First, rather than use the S&amp;P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p>\n<p>When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p>\n<p>“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p>\n<p>Right now, it’s bullish. (More on this below.)</p>\n<p>Your system also has to tell you when to get back in.</p>\n<p>“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p>\n<p>You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p>\n<p>“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p>\n<p>His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p>\n<p>“The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p>\n<p><b>Lesson #3: Don’t fight the tape</b></p>\n<p>This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p>\n<p>“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p>\n<p>In other words, don’t try to be a hero.</p>\n<p>“Sometimes, not losing money is where you want to be,” he says.</p>\n<p>Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p>\n<p><b>Lesson #4: Keep it simple</b></p>\n<p>As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p>\n<p>“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p>\n<p><b>Lesson #5: How to trade the current market</b></p>\n<p>First, be long.</p>\n<p>“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p>\n<p>One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p>\n<p>Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p>\n<p>He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p>\n<p>He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and&nbsp;iShares SemiconductorSOXX,+0.75%.</p>\n<p>He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p>\n<p>As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p>\n<p>Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p>\n<p>He prefers to add to holdings on 1%-3% dips.</p>\n<p><b>A few drawbacks</b></p>\n<p>His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p>\n<p>Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p>\n<p>“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p>\n<p>Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beat the market with this quant system that’s very bullish on stocks at record highs</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\">\nBeat the market with this quant system that’s very bullish on stocks at record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making ...</p>\n\n<a href=\"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?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","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157895022","content_text":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.\nThat’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.\nHoward and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.\nHis HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.\nThere are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?\nSo-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.\nHere are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.\nLesson #1: Don’t be emotional\nIt’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.\nLikewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.\nTo do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”\nLesson #2: Have a system and stick to it\nTo exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.\nThe HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.\nWhen the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.\n“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”\nRight now, it’s bullish. (More on this below.)\nYour system also has to tell you when to get back in.\n“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.\nYou don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.\n“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”\nHis system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.\n“The HCM-BuyLine takes all the emotion out of the process,” says Howard.\nLesson #3: Don’t fight the tape\nThis concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”\n“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”\nIn other words, don’t try to be a hero.\n“Sometimes, not losing money is where you want to be,” he says.\nLikewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.\nLesson #4: Keep it simple\nAs you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.\n“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”\nLesson #5: How to trade the current market\nFirst, be long.\n“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”\nOne bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”\nHoward uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.\nHe likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.\nHe likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.\nHe likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.\nAs for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.\nAlso consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.\nHe prefers to add to holdings on 1%-3% dips.\nA few drawbacks\nHis HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.\nEvery manager, including Warren Buffett, can have a stretch of underperformance, says Howard.\n“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”\nAnother challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911007778,"gmtCreate":1664080687494,"gmtModify":1676537387982,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"OK ALL IN🤡","listText":"OK ALL IN🤡","text":"OK ALL IN🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9911007778","repostId":"2269490734","repostType":2,"repost":{"id":"2269490734","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=fundamental","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".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":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059617129,"gmtCreate":1654353903661,"gmtModify":1676535435246,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"PANIC SELLING IS COMING🤡","listText":"PANIC SELLING IS COMING🤡","text":"PANIC SELLING IS COMING🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059617129","repostId":"2240220809","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157775106,"gmtCreate":1625617705105,"gmtModify":1703744919682,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"Title is wrong. It should be: Multiple market strategies and banks are worried of getting short-squeezed.?","listText":"Title is wrong. It should be: Multiple market strategies and banks are worried of getting short-squeezed.?","text":"Title is wrong. It should be: Multiple market strategies and banks are worried of getting short-squeezed.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157775106","repostId":"1172293714","repostType":4,"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188975933,"gmtCreate":1623420631122,"gmtModify":1704203225466,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"More bull!!! PLS COMMENT THANKS!","listText":"More bull!!! PLS COMMENT THANKS!","text":"More bull!!! PLS COMMENT THANKS!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188975933","repostId":"2142022769","repostType":4,"repost":{"id":"2142022769","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":1623380100,"share":"https://ttm.financial/m/news/2142022769?lang=&edition=fundamental","pubTime":"2021-06-11 10:55","market":"us","language":"en","title":"We put 6 more meme stocks' numbers to the test and the differences are telling","url":"https://stock-news.laohu8.com/highlight/detail?id=2142022769","media":"Dow Jones","summary":"Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows i","content":"<blockquote>\n <b>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</b>\n</blockquote>\n<p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p>\n<p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p>\n<p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p>\n<p><b>Short squeezes and meme stocks</b></p>\n<p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p>\n<p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p>\n<p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p>\n<p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p>\n<p><b>Six more meme stocks</b></p>\n<p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p>\n<p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p>\n<p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p>\n<p><img src=\"https://static.tigerbbs.com/45b4fabbee4e18ee1b473200ab3a7c4b\" tg-width=\"1260\" tg-height=\"300\"></p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p>\n<p><img src=\"https://static.tigerbbs.com/1d9a8e2dfc61b0e4ff70a8630193cecb\" tg-width=\"1259\" tg-height=\"1038\"></p>\n<p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p>\n<p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p>\n<p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p>\n<p><b>Short interest</b></p>\n<p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p>\n<p><img src=\"https://static.tigerbbs.com/d0875b54168c760b950d250308eb5efd\" tg-width=\"1260\" tg-height=\"390\"></p>\n<p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p>\n<p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p>\n<p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p>\n<p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p>\n<p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p>\n<p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p>\n<p><b>Fundamentals</b></p>\n<p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p>\n<ul>\n <li><b>Looking back</b></li>\n</ul>\n<p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p>\n<p><img src=\"https://static.tigerbbs.com/bcc4fbd762406f0684e991d289b8b760\" tg-width=\"1260\" tg-height=\"392\"></p>\n<p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p>\n<p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p>\n<ul>\n <li><b>Looking ahead -- sales</b></li>\n</ul>\n<p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p>\n<p><img src=\"https://static.tigerbbs.com/37c11916067fb3829caff57a89cf17f0\" tg-width=\"1260\" tg-height=\"380\"></p>\n<p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p>\n<p><b>Looking ahead -- earnings</b></p>\n<p>Here are earnings-per-share estimates going out to 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/4cf06aa00f9303dda82b1c3f8cf34c21\" tg-width=\"1260\" tg-height=\"500\"></p>\n<p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p>\n<p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p>\n<p><b>Wall Street's opinion</b></p>\n<p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p>\n<p><img src=\"https://static.tigerbbs.com/c2dfa61b27c34a6c17f5b4d2119126f9\" tg-width=\"1259\" tg-height=\"373\"></p>\n<p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p>\n<p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</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>We put 6 more meme stocks' numbers to the test and the differences are telling</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\">\nWe put 6 more meme stocks' numbers to the test and the differences are telling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-11 10:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</b>\n</blockquote>\n<p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p>\n<p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p>\n<p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p>\n<p><b>Short squeezes and meme stocks</b></p>\n<p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p>\n<p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p>\n<p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p>\n<p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p>\n<p><b>Six more meme stocks</b></p>\n<p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p>\n<p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p>\n<p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p>\n<p><img src=\"https://static.tigerbbs.com/45b4fabbee4e18ee1b473200ab3a7c4b\" tg-width=\"1260\" tg-height=\"300\"></p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p>\n<p><img src=\"https://static.tigerbbs.com/1d9a8e2dfc61b0e4ff70a8630193cecb\" tg-width=\"1259\" tg-height=\"1038\"></p>\n<p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p>\n<p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p>\n<p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p>\n<p><b>Short interest</b></p>\n<p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p>\n<p><img src=\"https://static.tigerbbs.com/d0875b54168c760b950d250308eb5efd\" tg-width=\"1260\" tg-height=\"390\"></p>\n<p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p>\n<p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p>\n<p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p>\n<p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p>\n<p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p>\n<p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p>\n<p><b>Fundamentals</b></p>\n<p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p>\n<ul>\n <li><b>Looking back</b></li>\n</ul>\n<p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p>\n<p><img src=\"https://static.tigerbbs.com/bcc4fbd762406f0684e991d289b8b760\" tg-width=\"1260\" tg-height=\"392\"></p>\n<p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p>\n<p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p>\n<ul>\n <li><b>Looking ahead -- sales</b></li>\n</ul>\n<p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p>\n<p><img src=\"https://static.tigerbbs.com/37c11916067fb3829caff57a89cf17f0\" tg-width=\"1260\" tg-height=\"380\"></p>\n<p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p>\n<p><b>Looking ahead -- earnings</b></p>\n<p>Here are earnings-per-share estimates going out to 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/4cf06aa00f9303dda82b1c3f8cf34c21\" tg-width=\"1260\" tg-height=\"500\"></p>\n<p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p>\n<p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p>\n<p><b>Wall Street's opinion</b></p>\n<p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p>\n<p><img src=\"https://static.tigerbbs.com/c2dfa61b27c34a6c17f5b4d2119126f9\" tg-width=\"1259\" tg-height=\"373\"></p>\n<p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p>\n<p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEN":"温蒂汉堡","CLNE":"Clean Energy Fuels Corp","PLTR":"Palantir Technologies Inc.","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142022769","content_text":"Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.\n\nThe world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.\nAfter last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.\n(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc $(AMC)$, Nokia Corp. (NOKIA.HE) and GameStop Corp. $(GME)$.)\nShort squeezes and meme stocks\nTraders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.\nProfessional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.\n\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.\nTo have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.\nSix more meme stocks\nThe action changes daily. On June 9, for example, shares of Clover Health Investments Corp. $(CLOV)$ fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.\nRead:Newest meme stock darling Clover Health is popping. Is the SEC watching?\nHere are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:\n\nPalantir Technologies Inc. (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:\n\nPalantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.\nWendy's Co. $(WEN)$ is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.\nContextLogic Inc. (WISH) is one of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.\nShort interest\nKeeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:\n\nFactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.\nClover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares Ranger Equity Bear ETF (HDGE), which is meant to be used as a hedging tool.)\nA high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.\nWe have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. $(TSLA)$ is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. $(AMZN)$ ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.\nCanoo Inc. (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.\nClean Energy Fuels Corp. $(CLNE.AU)$ provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.\nFundamentals\nWe'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.\n\nLooking back\n\nFirst, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):\n\nYou can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.\nClover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with Social Capital Hedosophia Holdings Corp. III (a SPAC) on Jan. 7.\n\nLooking ahead -- sales\n\nStarting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:\n\nDouble-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.\nLooking ahead -- earnings\nHere are earnings-per-share estimates going out to 2023:\n\nYou might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.\nThe estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .\nWall Street's opinion\nHere's a summary of opinion for this group of meme stocks among Wall Street analysts:\n\nSo the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.\nWall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919719840,"gmtCreate":1663859774281,"gmtModify":1676537351635,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"IT WILL REACH BOTTOM WHEN U SELL.&nbsp;MARK MY WORDS🤡","listText":"IT WILL REACH BOTTOM WHEN U SELL.&nbsp;MARK MY WORDS🤡","text":"IT WILL REACH BOTTOM WHEN U SELL. MARK MY WORDS🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9919719840","repostId":"1177261377","repostType":4,"repost":{"id":"1177261377","pubTimestamp":1663946501,"share":"https://ttm.financial/m/news/1177261377?lang=&edition=fundamental","pubTime":"2022-09-23 23:21","market":"us","language":"en","title":"The Case For The S&P 500 Dropping To 2,200","url":"https://stock-news.laohu8.com/highlight/detail?id=1177261377","media":"Seeking Alpha","summary":"SummaryThe S&P 500 is at risk of heading much lower than many think.This is not hyperbole; it is bas","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 is at risk of heading much lower than many think.</li><li>This is not hyperbole; it is based on a combination of historical analysis and the realities of the current market climate.</li><li>While history doesn&#39;t repeat exactly, human nature has a way of making it &#34;rhyme&#34; with the past.</li><li>The technical condition of the broad stock market looks terrible on an intermediate-term basis.</li><li>There&#39;s always a chance for a &#34;save&#34; - e.g., by the Fed - but inflation completely changes the calculus.</li></ul><p>Remember back in late March of 2020? The S&amp;P 500 (SP500) had just lost about one-third of its value in five weeks. It fell from around 3,400 to just under 2,200. Lockdowns, panic, and red ink on stock portfolios were everywhere. Then, likeit was shot out of a cannon, yet another extension of the 11-year bull market that began back in 2009 commenced. But if this &#34;new era&#34; of investing in the stock market plays out the way it appears to be, based on current charts and recent history, that 2,200 level from late March 2020 could be the S&amp;P 500&#39;s ultimate destination before this bear market cycle concludes.</p><p><b>Current Evidence</b></p><p>In this new era of inflation, Fed-obsessed investors, algorithmic trading, and index-driven investment flows, the market is more of a confidence game than I&#39;ve seen in three decades of investing professionally. And that confidence is fading, drop by drop. As a 42-year chartist, my evidence always ultimately boils down to a picture. Here&#39;s one to explain it to you.</p><p><img src=\"https://static.tigerbbs.com/ea920e21231810c68359aaca3af08d36\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>What you don&#39;t want to see if you are looking for &#34;the bottom&#34; (TC2000)</p><p>This a technical chart (weekly prices) of the S&amp;P 500 back to late 2019, so you can see how far we&#39;ve come - and, perhaps, where we are going again. Because while any investment or index can rise in price at any time, the intermediate-term risk attached to nearly any market segment, theme, industry, or sector right now is high. Historically high.</p><p>What do I see in this chart? The top section of graph (price pattern) and the price percent oscillator (PPO) momentum indicator in the bottom section of the chart shows at least three important warning signs for those who are counting on a &#34;quick fix&#34; to the current stock market malaise.</p><p><b>That Stubborn Trendline</b></p><p>Since Jan. 4 of this year (the second trading day of 2022), the S&amp;P 500, and most of the global stock market, has been in a clear downward trend. That&#39;s the black line shown toward the top of the chart. Think of this line as marking the rite of passage if a new bull market is going to start anytime soon. The bulls have had three cracks at it - in April, August, and earlier this month. In all three cases, the result was, as we technicians say, &#34;failure.&#34; The S&amp;P 500&#39;s price failed to cross above and stay above that downward trend.</p><p>Frankly, breaking above that downtrend line is a pretty low bar for hopeful bullish stock investors right now. It would take a convincing, sustainable move toward the 4,300 area to negate all of the downward pressure that stocks have experienced this year. And that is still more than 10% from the S&amp;P 500&#39;s all-time high level around 4,800.</p><p><b>Those Darn Red Arrows</b></p><p>A more detailed version of what you just read above is to see how many false rallies we&#39;ve had during this eight-month downtrend for stocks. Every red arrow I drew into the chart marks a moment where bullish investors (and Wall Street firm cheerleaders, who need bull markets to keep their revenues flowing) might have felt that &#34;the bottom was in.&#34;</p><p>Well, there are 12 red arrows on that chart, and one orange arrow at the far right, as the recent market malaise sorts itself out. That&#39;s a lot of failure, and lends strong evidence to my belief that the most likely intermediate direction for the S&amp;P 500 is down - a lot.</p><p><b>Watch Out for the Cross</b></p><p>I&#39;ll spare you a full dissertation on the PPO, except to tell you that in 42 years of charting, I&#39;ve seen and tried a lot of different technical indicators. The PPO is my personal favorite, and the longer the time frame you look (e.g., charts of weekly prices v. daily, hourly, etc.), the more I have come to regard it as a market &#34;truth teller.&#34;</p><p>What the PPO on the S&amp;P 500 tells me now is that we are close to the weekly indicator crossing over to the downside. In English, that means decidedly negative price momentum. So, while shorter-term PPO time frames have already crossed over, this is the one that might just take us from all of those red arrows (rallies that fail) to something more serious, and something more emotional for investors on the way down.</p><p><b>Historical Evidence: The Dot-Com Era</b></p><p>At this point, you might be thinking the same thing many investors tell me when I proclaim that 2,200 could be the ultimate destination for the S&amp;P 500 in this bear cycle: &#34;No way - really?!&#34; Here&#39;s some history to either remind you or inform you of what happens when the stock market goes from an era of excessive speculation to increasing concern, and eventually to emotional chaos.</p><p>The S&amp;P 500 lost about half of its value from March 2000 to March 2003. Here&#39;s what that looked like.</p><p><img src=\"https://static.tigerbbs.com/9dc0e2b19c0fdb9c7a513fddf091eff0\" tg-width=\"640\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500: Dot-Com Bubble (Ycharts.com)</p><p>However, as with the current market environment in 2022, it was not as simple as a 50% &#34;flash crash.&#34; It was more like the proverbial boiling frog analogy. It took the form of a series of sharp drops and hopeful rallies. However, as has been the case in 2022, the rallies didn&#39;t last - and so I kept having to add more of those red arrows to that first chart.</p><p>Here&#39;s what happened starting 11 months into the dot-com bubble. The S&amp;P 500 had fallen about 20%, then gained back enough to leave it down only 10% from its all-time high. Yes, the same thing happened this year. Coincidence or human nature? It doesn&#39;t really matter. Price rules.</p><p><img src=\"https://static.tigerbbs.com/3e5b1c78e195588102f84a74a3bee661\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500: Dot-Com Bubble - just when you thought it was over! (Ycharts.com)</p><p>So that initial decline and recovery, which netted the S&amp;P 500 about a 10% loss, was succeeded by a whopping 40%+ decline. The S&amp;P 500&#39;s most recent rally topped out at around 4,300. Take 40% off of that, and you are in the 2,600 area. As history would have it, that was the better of the first two bear markets of this century.</p><p><b>Historical Evidence: Global Financial Crisis</b></p><p>If you are keeping score at home, the dot-com bust meant that index fund investors had to double their money just to earn a zero return since the start of that time frame. And they did exactly that, from 2003 through 2007.</p><p>And then, it happened again. Here&#39;s the S&amp;P 500 from October 2007 through March of 2009.</p><p><img src=\"https://static.tigerbbs.com/4dbb9483c84007e214ce0d1b40345d24\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500: Global Financial Crisis (Ycharts.com)</p><p>Once again, there was the initial drop, the &#34;it&#39;s only a flesh wound&#34; (with apologies to &#34;Monty Python&#34;) phase, and then this from August 2008 through March 2009.</p><p><img src=\"https://static.tigerbbs.com/78eee7337e28dd849990a96ddc9e04a9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 GFC - just when you thought it was over! (Ycharts.com)</p><p>The net result, as the previous chart showed, was a 56% drop from the peak. If you had invested in an S&amp;P 500 Index fund on Jan. 4, 2022, and the 2007-09 down move repeated itself, your ultimate destination would be around 2,100. So, a move from S&amp;P 4,800 down to 2,200 in the coming year or two doesn&#39;t seem so unlikely.</p><p><b>Observations and Conclusions</b></p><p>Stock market analysis and evaluation of risk is never an all-or-nothing proposition. Instead, it is about evaluating as many possible scenarios as you can, including some realistic but generally unthinkable ones. After all, any investment can go up at any time. What distinguishes any security and any market climate from any another is the amount of major risk you are taking when you put that capital to work.</p><p>Here in the final third of 2022, and considering potential reward and risk through to 2023, my conclusion is that the level of market risk is currently at a historically high rate.</p><p><b>The Good News for Bulls (for Now)</b></p><p>That doesn&#39;t mean 2,200 is a given. It just means that the odds favor much more downside from here. Whether by way of the Fed&#39;s magic wand or some change of heart by a hoard of investors, the S&amp;P 500 could reverse course, get happy again, and move toward and above that all-time high and above 5,000. It could happen this year or next year. One never knows.</p><p>But if you are &#34;counting&#34; on that based on the fact that we have not had a sustained decline in the S&amp;P 500 in over 13 years, you are investing with rose-colored glasses. Inflation is the new wildcard, and was not an issue during the periods shown above.</p><p>Furthermore, the nature of market participants has changed, with piles of money flooded into index funds, and so much short-term trading by professional and retail investors alike. The odds of something breaking are high. And the S&amp;P 500&#39;s chart is telling us that. We just need to listen.</p><p><b>What to Do if I&#39;m Right</b></p><p>As my team and I will cover extensively and exclusively at Seeking Alpha in the days, weeks, and months ahead, there is a wide variety of investment weapons available to investors today. These allow them to not simply defend bear markets in stocks and bonds, but exploit them for profit. But before any investor can consider that step, they must first acknowledge that at the present time accounting for risk of major loss, so you can prevent it, should be every investor&#39;s top priority.</p><p><b>The Key: Mix Offense and Defense in Portfolios</b></p><p>I truly believe markets are at a critical crossroads. That means the tremendous wealth accumulated over the past decade is at risk, for those who don&#39;t know how to mix defense with their offense. The bottom line is that this autumn, we find ourselves in a market climate that is only rivaled by the last two times investors saw half of the index funds&#39; value disappear. Be careful out there, and learn how to navigate this new and, dare I say, historic climate.</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 Case For The S&P 500 Dropping To 2,200</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 Case For The S&P 500 Dropping To 2,200\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542347-the-s-and-p-500-set-to-drop><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 is at risk of heading much lower than many think.This is not hyperbole; it is based on a combination of historical analysis and the realities of the current market climate.While ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542347-the-s-and-p-500-set-to-drop\">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"},"source_url":"https://seekingalpha.com/article/4542347-the-s-and-p-500-set-to-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177261377","content_text":"SummaryThe S&P 500 is at risk of heading much lower than many think.This is not hyperbole; it is based on a combination of historical analysis and the realities of the current market climate.While history doesn't repeat exactly, human nature has a way of making it \"rhyme\" with the past.The technical condition of the broad stock market looks terrible on an intermediate-term basis.There's always a chance for a \"save\" - e.g., by the Fed - but inflation completely changes the calculus.Remember back in late March of 2020? The S&P 500 (SP500) had just lost about one-third of its value in five weeks. It fell from around 3,400 to just under 2,200. Lockdowns, panic, and red ink on stock portfolios were everywhere. Then, likeit was shot out of a cannon, yet another extension of the 11-year bull market that began back in 2009 commenced. But if this \"new era\" of investing in the stock market plays out the way it appears to be, based on current charts and recent history, that 2,200 level from late March 2020 could be the S&P 500's ultimate destination before this bear market cycle concludes.Current EvidenceIn this new era of inflation, Fed-obsessed investors, algorithmic trading, and index-driven investment flows, the market is more of a confidence game than I've seen in three decades of investing professionally. And that confidence is fading, drop by drop. As a 42-year chartist, my evidence always ultimately boils down to a picture. Here's one to explain it to you.What you don't want to see if you are looking for \"the bottom\" (TC2000)This a technical chart (weekly prices) of the S&P 500 back to late 2019, so you can see how far we've come - and, perhaps, where we are going again. Because while any investment or index can rise in price at any time, the intermediate-term risk attached to nearly any market segment, theme, industry, or sector right now is high. Historically high.What do I see in this chart? The top section of graph (price pattern) and the price percent oscillator (PPO) momentum indicator in the bottom section of the chart shows at least three important warning signs for those who are counting on a \"quick fix\" to the current stock market malaise.That Stubborn TrendlineSince Jan. 4 of this year (the second trading day of 2022), the S&P 500, and most of the global stock market, has been in a clear downward trend. That's the black line shown toward the top of the chart. Think of this line as marking the rite of passage if a new bull market is going to start anytime soon. The bulls have had three cracks at it - in April, August, and earlier this month. In all three cases, the result was, as we technicians say, \"failure.\" The S&P 500's price failed to cross above and stay above that downward trend.Frankly, breaking above that downtrend line is a pretty low bar for hopeful bullish stock investors right now. It would take a convincing, sustainable move toward the 4,300 area to negate all of the downward pressure that stocks have experienced this year. And that is still more than 10% from the S&P 500's all-time high level around 4,800.Those Darn Red ArrowsA more detailed version of what you just read above is to see how many false rallies we've had during this eight-month downtrend for stocks. Every red arrow I drew into the chart marks a moment where bullish investors (and Wall Street firm cheerleaders, who need bull markets to keep their revenues flowing) might have felt that \"the bottom was in.\"Well, there are 12 red arrows on that chart, and one orange arrow at the far right, as the recent market malaise sorts itself out. That's a lot of failure, and lends strong evidence to my belief that the most likely intermediate direction for the S&P 500 is down - a lot.Watch Out for the CrossI'll spare you a full dissertation on the PPO, except to tell you that in 42 years of charting, I've seen and tried a lot of different technical indicators. The PPO is my personal favorite, and the longer the time frame you look (e.g., charts of weekly prices v. daily, hourly, etc.), the more I have come to regard it as a market \"truth teller.\"What the PPO on the S&P 500 tells me now is that we are close to the weekly indicator crossing over to the downside. In English, that means decidedly negative price momentum. So, while shorter-term PPO time frames have already crossed over, this is the one that might just take us from all of those red arrows (rallies that fail) to something more serious, and something more emotional for investors on the way down.Historical Evidence: The Dot-Com EraAt this point, you might be thinking the same thing many investors tell me when I proclaim that 2,200 could be the ultimate destination for the S&P 500 in this bear cycle: \"No way - really?!\" Here's some history to either remind you or inform you of what happens when the stock market goes from an era of excessive speculation to increasing concern, and eventually to emotional chaos.The S&P 500 lost about half of its value from March 2000 to March 2003. Here's what that looked like.S&P 500: Dot-Com Bubble (Ycharts.com)However, as with the current market environment in 2022, it was not as simple as a 50% \"flash crash.\" It was more like the proverbial boiling frog analogy. It took the form of a series of sharp drops and hopeful rallies. However, as has been the case in 2022, the rallies didn't last - and so I kept having to add more of those red arrows to that first chart.Here's what happened starting 11 months into the dot-com bubble. The S&P 500 had fallen about 20%, then gained back enough to leave it down only 10% from its all-time high. Yes, the same thing happened this year. Coincidence or human nature? It doesn't really matter. Price rules.S&P 500: Dot-Com Bubble - just when you thought it was over! (Ycharts.com)So that initial decline and recovery, which netted the S&P 500 about a 10% loss, was succeeded by a whopping 40%+ decline. The S&P 500's most recent rally topped out at around 4,300. Take 40% off of that, and you are in the 2,600 area. As history would have it, that was the better of the first two bear markets of this century.Historical Evidence: Global Financial CrisisIf you are keeping score at home, the dot-com bust meant that index fund investors had to double their money just to earn a zero return since the start of that time frame. And they did exactly that, from 2003 through 2007.And then, it happened again. Here's the S&P 500 from October 2007 through March of 2009.S&P 500: Global Financial Crisis (Ycharts.com)Once again, there was the initial drop, the \"it's only a flesh wound\" (with apologies to \"Monty Python\") phase, and then this from August 2008 through March 2009.S&P 500 GFC - just when you thought it was over! (Ycharts.com)The net result, as the previous chart showed, was a 56% drop from the peak. If you had invested in an S&P 500 Index fund on Jan. 4, 2022, and the 2007-09 down move repeated itself, your ultimate destination would be around 2,100. So, a move from S&P 4,800 down to 2,200 in the coming year or two doesn't seem so unlikely.Observations and ConclusionsStock market analysis and evaluation of risk is never an all-or-nothing proposition. Instead, it is about evaluating as many possible scenarios as you can, including some realistic but generally unthinkable ones. After all, any investment can go up at any time. What distinguishes any security and any market climate from any another is the amount of major risk you are taking when you put that capital to work.Here in the final third of 2022, and considering potential reward and risk through to 2023, my conclusion is that the level of market risk is currently at a historically high rate.The Good News for Bulls (for Now)That doesn't mean 2,200 is a given. It just means that the odds favor much more downside from here. Whether by way of the Fed's magic wand or some change of heart by a hoard of investors, the S&P 500 could reverse course, get happy again, and move toward and above that all-time high and above 5,000. It could happen this year or next year. One never knows.But if you are \"counting\" on that based on the fact that we have not had a sustained decline in the S&P 500 in over 13 years, you are investing with rose-colored glasses. Inflation is the new wildcard, and was not an issue during the periods shown above.Furthermore, the nature of market participants has changed, with piles of money flooded into index funds, and so much short-term trading by professional and retail investors alike. The odds of something breaking are high. And the S&P 500's chart is telling us that. We just need to listen.What to Do if I'm RightAs my team and I will cover extensively and exclusively at Seeking Alpha in the days, weeks, and months ahead, there is a wide variety of investment weapons available to investors today. These allow them to not simply defend bear markets in stocks and bonds, but exploit them for profit. But before any investor can consider that step, they must first acknowledge that at the present time accounting for risk of major loss, so you can prevent it, should be every investor's top priority.The Key: Mix Offense and Defense in PortfoliosI truly believe markets are at a critical crossroads. That means the tremendous wealth accumulated over the past decade is at risk, for those who don't know how to mix defense with their offense. The bottom line is that this autumn, we find ourselves in a market climate that is only rivaled by the last two times investors saw half of the index funds' value disappear. Be careful out there, and learn how to navigate this new and, dare I say, historic climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019125826,"gmtCreate":1648562166664,"gmtModify":1676534354396,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"BUY MORE🤡","listText":"BUY MORE🤡","text":"BUY MORE🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019125826","repostId":"1127392287","repostType":4,"repost":{"id":"1127392287","pubTimestamp":1648556072,"share":"https://ttm.financial/m/news/1127392287?lang=&edition=fundamental","pubTime":"2022-03-29 20:14","market":"us","language":"en","title":"Apple Stock: $3 Trillion Back in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1127392287","media":"Bloomberg","summary":"Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defie","content":"<html><head></head><body><ul><li>Stock has risen 11 straight days, adding roughly $400 billion</li><li>Seen earnings estimates upgraded; defies report of output cut</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80d9929914ce9f818b327a539949945\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone SE 3 smartphones during the sales launch at the Apple Inc. flagship store in New York, U.S., on March 18.Photographer: Gabby Jones/Bloomberg</span></p><p>Apple Inc. shares are heading for their longest winning streak since 2003, when the iPhone hadn’t even launched andNokia Oyjwas still one of the top cellphone makers in the world.</p><p>Shares in the world’s largest company rose 0.2% premarket on Tuesday, extending gains to the 11th straight day -- a rare feat in its 41-year stock market history. During the streak, it has added $407 billion in market value, roughly the size of Walmart Inc.</p><p>Leading the charge in big technology stocks bouncing back after a dismal start to 2022, Apple has seen its earnings estimates being upgraded by 7.2% this year by analysts, much faster than other stocks in the Faang group. Shares have also managed to dodge a Nikkei report about production cuts, leaving the stock just 1% away from covering 2022 losses and 4.7% away from a $3 trillion market value.</p><p><img src=\"https://static.tigerbbs.com/cb13ef164329e3d13c595e46d3f0d2a2\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>The rally in big tech even as 10-year Treasury yields reached 2.5% has left investors scratching their heads. The Cupertino, California-based company is perhaps living up to its reputation as a relative haven in a turbulent time for tech.</p><p>For sales trader Jim Dixon at Mirabaud Securities, it’s the mom-and-pop investors behind the stunning rally. “Quite remarkable for a company trading on more than 28x forward earnings in a rising rates environments with supply chain issues/inflation,” he said.</p><p>Dixon also pointed to the implied volatility of the stock, which is at a discount to realized, commenting that  “investors are effectively saying that it is smooth sailing going forward.”</p><p>What’s more, on Sunday Apple bagged Best Picture Oscar for “CODA,” becoming the first streaming service to win Hollywood’s top award, beating out streaming pioneer Netflix Inc.</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>Apple Stock: $3 Trillion Back in Focus</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 Stock: $3 Trillion Back in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 20:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defies report of output cutApple iPhone SE 3 smartphones during the sales launch at the Apple Inc. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127392287","content_text":"Stock has risen 11 straight days, adding roughly $400 billionSeen earnings estimates upgraded; defies report of output cutApple iPhone SE 3 smartphones during the sales launch at the Apple Inc. flagship store in New York, U.S., on March 18.Photographer: Gabby Jones/BloombergApple Inc. shares are heading for their longest winning streak since 2003, when the iPhone hadn’t even launched andNokia Oyjwas still one of the top cellphone makers in the world.Shares in the world’s largest company rose 0.2% premarket on Tuesday, extending gains to the 11th straight day -- a rare feat in its 41-year stock market history. During the streak, it has added $407 billion in market value, roughly the size of Walmart Inc.Leading the charge in big technology stocks bouncing back after a dismal start to 2022, Apple has seen its earnings estimates being upgraded by 7.2% this year by analysts, much faster than other stocks in the Faang group. Shares have also managed to dodge a Nikkei report about production cuts, leaving the stock just 1% away from covering 2022 losses and 4.7% away from a $3 trillion market value.The rally in big tech even as 10-year Treasury yields reached 2.5% has left investors scratching their heads. The Cupertino, California-based company is perhaps living up to its reputation as a relative haven in a turbulent time for tech.For sales trader Jim Dixon at Mirabaud Securities, it’s the mom-and-pop investors behind the stunning rally. “Quite remarkable for a company trading on more than 28x forward earnings in a rising rates environments with supply chain issues/inflation,” he said.Dixon also pointed to the implied volatility of the stock, which is at a discount to realized, commenting that  “investors are effectively saying that it is smooth sailing going forward.”What’s more, on Sunday Apple bagged Best Picture Oscar for “CODA,” becoming the first streaming service to win Hollywood’s top award, beating out streaming pioneer Netflix Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039140994,"gmtCreate":1645973634907,"gmtModify":1676534078650,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"The era of cutting newbies is here. Thank you #Tigerbrokers 🤡","listText":"The era of cutting newbies is here. Thank you #Tigerbrokers 🤡","text":"The era of cutting newbies is here. Thank you #Tigerbrokers 🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039140994","repostId":"1156890483","repostType":4,"repost":{"id":"1156890483","pubTimestamp":1645917815,"share":"https://ttm.financial/m/news/1156890483?lang=&edition=fundamental","pubTime":"2022-02-27 07:23","market":"us","language":"en","title":"7 Red-Hot Growth Stocks That Could Be Headed to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=1156890483","media":"investorplace","summary":"Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful","content":"<html><head></head><body><p>Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks stood strong.</p><p>Not anymore.</p><p>Just about every growth stock I can think of and scan for has felt the bear-market pain over the past few months. Some were able to outrun the selloff, hitting new highs in the fourth quarter. However, the selling pressure has caught up them now that the overall market has come under pressure as well.</p><p>What happens to these stocks if the Nasdaq has a bear market of its own?</p><p>I don’t know, but it’s not out of the realm of possibilities that we’ll find out. In any regard, for those that are dollar-cost averaging or just looking for a few good growth stocks to buy and hold, let’s look at some solid stocks:</p><ul><li>The Trade Desk (NASDAQ:TTD)</li><li>Snap (NYSE:SNAP)</li><li>Airbnb (NASDAQ:ABNB)</li><li>Twilio (NYSE:TWLO)</li><li>Upstart Holdings (NASDAQ:UPST)</li><li>Roku (NASDAQ:ROKU)</li><li>Nu Holdings (NYSE:NU)</li></ul><h2>Growth Stocks to Buy: The Trade Desk (TTD)</h2><p>It’s been a total annihilation in growth stocks, yet The Trade Desk is still standing. Shares are down “just” 29% from the high. While that sounds terrible — and normally, it is — it’s vastly better than many of its growth stock peers.</p><p>Why? Because it continues to deliver strong results!</p><p>When growth stocks were carving out new lows in mid-November, The Trade Desk was hitting new all-time highs. Of course, it couldn’t dodge a bear market forever and the stock price eventually came under pressure again.</p><p>Then The Trade Desk reminded investors why it’s worth sticking with, as shares rallied earlier this month on another quarter of better-than-expected results.</p><p>The company is forecast to grow sales between 20% and 30% in each of the next three years and is healthily profitable. In fact, I think too many investors look at the price-to-sales ratio and conclude that The Trade Desk is too expensive. Because of its strong profitability, I believe it should be viewed on a price-to-earnings ratio.</p><p>While it’s not necessarily cheap, it shouldn’t be given its growth rate.</p><h2>Growth Stocks to Buy: Snap (SNAP)</h2><p>I used to have a serious issue with Snap because its financials were not that good. Further, management seemed to simply celebrate the fact that they were public and patting themselves on the back rather than digging in and getting to work as a “prove-it” company.</p><p>Well, the company has really come around lately. Even though the stock has been getting killed, Snap continues to churn out strong results. In January, shares fell more than 20% in the session ahead of earnings, simply for the fact that Facebook (NASDAQ:FB) had reported disappointing results.</p><p>That’s why Snap stock exploded over 50% the next day after reporting earnings, as the results were solid. Further, management provided a solid outlook as well.</p><p>Snap isn’t embroiled on controversy like some of the other social media platforms. Further, it has solid growth and its users continue to stick with the platform. Consensus estimates call for 37% revenue growth this year, followed by 43%, 32% and and 30% growth in 2023, 2024 and 2025 respectively.</p><h2>Growth Stocks to Buy: Airbnb (ABNB)</h2><p>Lodging stocks are booming. Hyatt Hotels (NYSE:H), Marriott (NASDAQ:MAR), Expedia (NASDAQ:EXPE) and others are all pushing to new highs while the stock market continues to slog away at multi-month lows with robust volatility. Like the others, Airbnb has been performing incredibly well. However, it’s not at its highs like the rest of the group above.</p><p>Perhaps it won’t get there, but if the relative strength in this group is any indication, Airbnb stock can continue to push higher. It’s one of the few growth stocks that are rallying on earnings rather than selling off and it also has a unique catalyst.</p><p>Travelers are looking to get out and about. Only some are looking at a return to normal and traveling to busy areas, while others are looking to get out of the hustle and bustle and are looking for retreat-type trips.</p><p>Either way, Airbnb is a winner in these scenarios and it shows in the stock price.</p><h2>Growth Stocks to Buy: Twilio (TWLO)</h2><p>Twilio bulls had a fast one pulled on them. After a 60% decline from the highs coming into earnings, a “fast one” is the last thing anyone wanted.</p><p>When Twilio reported earnings on Feb. 9, the stock initially rallied more than 25% in the after-hours session. In the regular-hours session on Feb. 10, the largest gain the stock boasted was just 15.6%, but by the time the session ended, Twilio was stock was up just 1.9%</p><p>Long story short? Investors are selling growth stocks on earnings. We’re in a bear market and in those conditions, the trend isn’t to buy the dips, it’s to sells the rips.</p><p>From the post-earnings highs, Twilio shares are down about 30%. For a company forecast to grow revenue 30% to 35% in each of the next three years, that seems rather ridiculous. That’s particularly true with the stock down 60% from the all-time high made about one year ago.</p><p>Shares trade around than seven times 2022 sales estimates. For what it’s worth, the company delivered a strong quarterly result earlier this month too. When it reported, it not only beat on earnings and revenue expectations, but guidance for next quarter came in well ahead of expectations.</p><p>Management expects revenue of $855 million to $865 million vs. consensus expectations of $803.84 million.</p><h2>Upstart Holdings (UPST)</h2><p>Upstart Holdings was one of the few growth stocks that didn’t sell off on earnings. This company is in perhaps the best position to continue pushing higher and the reasoning is multifold.</p><p>For starters, the stock had a favorable reaction to earnings. While shares have come under some selling pressure from the recent highs, Upstart stock is still up after the report and it’s one of the few growth stocks to rally on earnings.</p><p>Second, earnings and revenue weren’t just ahead of expectations, but revenue guidance for next quarter was well ahead of estimates too. Management’s EBITDA forecast topped expectations as well.</p><p>The company also announced a $400 million share buyback program, which isn’t insignificant given its ~$10 billion market capitalization.</p><p>Lastly, expectations call for strong long term growth. Estimates call for 67% revenue growth this year, 36% growth in 2023 and 42% growth in 2024. All the while this company is profitable and only driving its bottom line higher.</p><h2>Growth Stocks to Buy: Roku (ROKU)</h2><p>This pick is a bit controversial. Roku didn’t burst higher on earnings like Upstart, nor did it fade from a nice post-earnings rally. Instead, it plunged 22% on Feb. 19 after disappointing results.</p><p>The company reported a top- and bottom-line miss, as Roku whiffed on expectations. Shares are now down 80% from its highs in the second quarter of 2021. Roku’s rise and fall has been pretty stunning, even for investors with a tough stomach.</p><p>Supply chain issues weighed (and continue to weigh) on the company. As such, the company missed on revenue expectations, despite growing sales by more than 33% in the quarter.</p><p>Perhaps worse though, management’s outlook for next quarter was below expectations, coming in at $720 million vs. $748.5 million. Management’s EBITDA outlook was short of expectations too.</p><p>But the company has a reasonable explanation for its shortfall (again supply chain related), while average revenue per unit (ARPU), streaming hours and active account growth all came in with solid results.</p><p>I won’t sugarcoat it: The reaction to earnings was terrible.</p><p>However, one has to think there is long-term value in Roku starting to present itself given the enormous decline in the share price and the growing world of streaming video. Further, analysts still expect 35% revenue growth for the year (likely to be reduced to some degree after this earnings report) and 30% next year.</p><h2>Nu Holdings (NU)</h2><p>Last but not least we have Nu Holdings. Nu is perhaps the least well-known stock on this list despite it sporting a fairly large market cap. Currently, the company is worth $35 billion, which is the fourth-largest company on this list.</p><p>Headquartered in Brazil, this company is new to the U.S. markets after making its debut in December. That’s pretty poor timing in regards to how growth stocks are performing. However, it could lead to an opportunity.</p><p>Both Tiger Global and Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A, BRK.B) have stakes in the company as of last quarter.</p><p>Currently operating near break-even results, Nu is expected to turn profitable in the years ahead, while revenue growth continues to barrel ahead. Analysts expect a four-fold increase in 2021 sales, followed by 73% growth in 2022, 49% in 2023 and 55% in 2024.</p><p>Given that growth, I don’t think Nu should be ignored.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Red-Hot Growth Stocks That Could Be Headed to the Moon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Red-Hot Growth Stocks That Could Be Headed to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-27 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc.","NU":"Nu Holdings Ltd.","ABNB":"爱彼迎","SNAP":"Snap Inc","TWLO":"Twilio Inc","ROKU":"Roku Inc","UPST":"Upstart Holdings, Inc."},"source_url":"https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156890483","content_text":"Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks stood strong.Not anymore.Just about every growth stock I can think of and scan for has felt the bear-market pain over the past few months. Some were able to outrun the selloff, hitting new highs in the fourth quarter. However, the selling pressure has caught up them now that the overall market has come under pressure as well.What happens to these stocks if the Nasdaq has a bear market of its own?I don’t know, but it’s not out of the realm of possibilities that we’ll find out. In any regard, for those that are dollar-cost averaging or just looking for a few good growth stocks to buy and hold, let’s look at some solid stocks:The Trade Desk (NASDAQ:TTD)Snap (NYSE:SNAP)Airbnb (NASDAQ:ABNB)Twilio (NYSE:TWLO)Upstart Holdings (NASDAQ:UPST)Roku (NASDAQ:ROKU)Nu Holdings (NYSE:NU)Growth Stocks to Buy: The Trade Desk (TTD)It’s been a total annihilation in growth stocks, yet The Trade Desk is still standing. Shares are down “just” 29% from the high. While that sounds terrible — and normally, it is — it’s vastly better than many of its growth stock peers.Why? Because it continues to deliver strong results!When growth stocks were carving out new lows in mid-November, The Trade Desk was hitting new all-time highs. Of course, it couldn’t dodge a bear market forever and the stock price eventually came under pressure again.Then The Trade Desk reminded investors why it’s worth sticking with, as shares rallied earlier this month on another quarter of better-than-expected results.The company is forecast to grow sales between 20% and 30% in each of the next three years and is healthily profitable. In fact, I think too many investors look at the price-to-sales ratio and conclude that The Trade Desk is too expensive. Because of its strong profitability, I believe it should be viewed on a price-to-earnings ratio.While it’s not necessarily cheap, it shouldn’t be given its growth rate.Growth Stocks to Buy: Snap (SNAP)I used to have a serious issue with Snap because its financials were not that good. Further, management seemed to simply celebrate the fact that they were public and patting themselves on the back rather than digging in and getting to work as a “prove-it” company.Well, the company has really come around lately. Even though the stock has been getting killed, Snap continues to churn out strong results. In January, shares fell more than 20% in the session ahead of earnings, simply for the fact that Facebook (NASDAQ:FB) had reported disappointing results.That’s why Snap stock exploded over 50% the next day after reporting earnings, as the results were solid. Further, management provided a solid outlook as well.Snap isn’t embroiled on controversy like some of the other social media platforms. Further, it has solid growth and its users continue to stick with the platform. Consensus estimates call for 37% revenue growth this year, followed by 43%, 32% and and 30% growth in 2023, 2024 and 2025 respectively.Growth Stocks to Buy: Airbnb (ABNB)Lodging stocks are booming. Hyatt Hotels (NYSE:H), Marriott (NASDAQ:MAR), Expedia (NASDAQ:EXPE) and others are all pushing to new highs while the stock market continues to slog away at multi-month lows with robust volatility. Like the others, Airbnb has been performing incredibly well. However, it’s not at its highs like the rest of the group above.Perhaps it won’t get there, but if the relative strength in this group is any indication, Airbnb stock can continue to push higher. It’s one of the few growth stocks that are rallying on earnings rather than selling off and it also has a unique catalyst.Travelers are looking to get out and about. Only some are looking at a return to normal and traveling to busy areas, while others are looking to get out of the hustle and bustle and are looking for retreat-type trips.Either way, Airbnb is a winner in these scenarios and it shows in the stock price.Growth Stocks to Buy: Twilio (TWLO)Twilio bulls had a fast one pulled on them. After a 60% decline from the highs coming into earnings, a “fast one” is the last thing anyone wanted.When Twilio reported earnings on Feb. 9, the stock initially rallied more than 25% in the after-hours session. In the regular-hours session on Feb. 10, the largest gain the stock boasted was just 15.6%, but by the time the session ended, Twilio was stock was up just 1.9%Long story short? Investors are selling growth stocks on earnings. We’re in a bear market and in those conditions, the trend isn’t to buy the dips, it’s to sells the rips.From the post-earnings highs, Twilio shares are down about 30%. For a company forecast to grow revenue 30% to 35% in each of the next three years, that seems rather ridiculous. That’s particularly true with the stock down 60% from the all-time high made about one year ago.Shares trade around than seven times 2022 sales estimates. For what it’s worth, the company delivered a strong quarterly result earlier this month too. When it reported, it not only beat on earnings and revenue expectations, but guidance for next quarter came in well ahead of expectations.Management expects revenue of $855 million to $865 million vs. consensus expectations of $803.84 million.Upstart Holdings (UPST)Upstart Holdings was one of the few growth stocks that didn’t sell off on earnings. This company is in perhaps the best position to continue pushing higher and the reasoning is multifold.For starters, the stock had a favorable reaction to earnings. While shares have come under some selling pressure from the recent highs, Upstart stock is still up after the report and it’s one of the few growth stocks to rally on earnings.Second, earnings and revenue weren’t just ahead of expectations, but revenue guidance for next quarter was well ahead of estimates too. Management’s EBITDA forecast topped expectations as well.The company also announced a $400 million share buyback program, which isn’t insignificant given its ~$10 billion market capitalization.Lastly, expectations call for strong long term growth. Estimates call for 67% revenue growth this year, 36% growth in 2023 and 42% growth in 2024. All the while this company is profitable and only driving its bottom line higher.Growth Stocks to Buy: Roku (ROKU)This pick is a bit controversial. Roku didn’t burst higher on earnings like Upstart, nor did it fade from a nice post-earnings rally. Instead, it plunged 22% on Feb. 19 after disappointing results.The company reported a top- and bottom-line miss, as Roku whiffed on expectations. Shares are now down 80% from its highs in the second quarter of 2021. Roku’s rise and fall has been pretty stunning, even for investors with a tough stomach.Supply chain issues weighed (and continue to weigh) on the company. As such, the company missed on revenue expectations, despite growing sales by more than 33% in the quarter.Perhaps worse though, management’s outlook for next quarter was below expectations, coming in at $720 million vs. $748.5 million. Management’s EBITDA outlook was short of expectations too.But the company has a reasonable explanation for its shortfall (again supply chain related), while average revenue per unit (ARPU), streaming hours and active account growth all came in with solid results.I won’t sugarcoat it: The reaction to earnings was terrible.However, one has to think there is long-term value in Roku starting to present itself given the enormous decline in the share price and the growing world of streaming video. Further, analysts still expect 35% revenue growth for the year (likely to be reduced to some degree after this earnings report) and 30% next year.Nu Holdings (NU)Last but not least we have Nu Holdings. Nu is perhaps the least well-known stock on this list despite it sporting a fairly large market cap. Currently, the company is worth $35 billion, which is the fourth-largest company on this list.Headquartered in Brazil, this company is new to the U.S. markets after making its debut in December. That’s pretty poor timing in regards to how growth stocks are performing. However, it could lead to an opportunity.Both Tiger Global and Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A, BRK.B) have stakes in the company as of last quarter.Currently operating near break-even results, Nu is expected to turn profitable in the years ahead, while revenue growth continues to barrel ahead. Analysts expect a four-fold increase in 2021 sales, followed by 73% growth in 2022, 49% in 2023 and 55% in 2024.Given that growth, I don’t think Nu should be ignored.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030617647,"gmtCreate":1645707856631,"gmtModify":1676534055750,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"SHORT CATHIE WOODS🤡","listText":"SHORT CATHIE WOODS🤡","text":"SHORT CATHIE WOODS🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030617647","repostId":"1161679469","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094567904,"gmtCreate":1645188166996,"gmtModify":1676534006893,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"THE BIG SHORT🤡","listText":"THE BIG SHORT🤡","text":"THE BIG SHORT🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094567904","repostId":"1199863954","repostType":4,"repost":{"id":"1199863954","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":1645186838,"share":"https://ttm.financial/m/news/1199863954?lang=&edition=fundamental","pubTime":"2022-02-18 20:20","market":"us","language":"en","title":"Energy Vault Shares Surged Nearly 90% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199863954","media":"Tiger Newspress","summary":"Energy Vault shares surged nearly 90% in premarket trading.Energy Vault has got its New York Stock E","content":"<html><head></head><body><p>Energy Vault shares surged nearly 90% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/bbe6c646d4334756747f9ac42d6802b5\" tg-width=\"703\" tg-height=\"609\" width=\"100%\" height=\"auto\"/>Energy Vault has got its New York Stock Exchange (NYSE) listing after the gravity-based energy storage company’s merger with special purpose acquisition company (SPAC) Novus Capital Corporation II completed.</p><p>The SPAC’s shareholders voted to approve the business combination at a meeting last week. Energy Vault shares list on the NYSE 14 February under the ticker ‘NRGV’. Its warrants list as ‘NRGV WS’.</p><p>The combination raised around US$235 million in gross proceeds for the company. US$195 million of that is a private investment in public equity (PIPE) commitment from Korea Zinc and Atlas Renewable — strategic partners in Energy Vault — along with a host of funds and accounts including Softbank Investment Advisors.</p><p>On those two strategic partners,Korea Zinc had upped its PIPE commitment from US$100 million to US$150 million,<i>Energy-Storage.news</i>reported in January. Korea Zinc saw Energy Vault’s novel technology as a possible means to decarbonise its own extraction and refinery operations, including Sun Metals, a subsidiary in Australia.</p><p>Atlas Renewable meanwhile partnered with Energy Vault on commercialising the technology in China, with a100MWh project claimed to be set to begin construction in the second quarter of 2022in Jiangsu Province.</p><p>Altas Renewable’s main shareholder is China Tianying Inc, a waste processing and recycling group. Atlas counts Jeb Bush, brother of former US president George W Bush, as its chairman. Energy Vault said a US$50 million technology licensing deal had been made between the two, as well as a US$50 million PIPE commitment.</p><p>In an interview with<i>IPO Edge</i>a few days before the vote, Energy Vault CEO Robert Piconi said the principles of the gravity storage tech mirror those of pumped hydro energy storage, except that instead of water going downhill, an “energy elevator” is taking large composite block weights up and down to turn motors to discharge energy.</p><p>“This is all with fully automated AI and computerised control software,” Piconi said.</p><p>In forms filed with the US Securities and Exchange Commission (SEC), Novus Capital Corporation II said it had been seeking an investment opportunity to acquire a target company from early 2021before its announcement in September 2021that Energy Vault had been selected.</p><p>Novus noted that the gravity storage technology does not have the same geological siting constraints as pumped hydro and is designed to be less at risk of supply chain challenges than other energy storage technologies like batteries.</p><p>However in a Form S-4 filed in October last year, Energy Vault outlined that its technology and design of its large-scale energy storage systems had not yet been finalised and that it did face challenges in making those cost-competitive.</p><p>The merger gives the combined entity a value of US$1.07 billion based on a price of US$10 per share.</p><p>An Energy Vault representative told<i>Energy-Storage.news</i>the proceeds raised, along with a recently closedUS$107 million Series C funding round, provided Energy Vault with more capital than it anticipated requiring in its business plan to deploy units and execute a growth strategy.</p><p>It’s the latest in a wave of energy storage and related sector companies to go public through SPAC mergers. The last year or so has seen the likes of iron flow battery company ESS Inc, zinc-air battery company Eos, distributed commercial energy storage provider Stem Inc and recycling specialist Li-Cycle all go through the process.</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>Energy Vault Shares Surged Nearly 90% in Premarket Trading</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\">\nEnergy Vault Shares Surged Nearly 90% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-18 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy Vault shares surged nearly 90% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/bbe6c646d4334756747f9ac42d6802b5\" tg-width=\"703\" tg-height=\"609\" width=\"100%\" height=\"auto\"/>Energy Vault has got its New York Stock Exchange (NYSE) listing after the gravity-based energy storage company’s merger with special purpose acquisition company (SPAC) Novus Capital Corporation II completed.</p><p>The SPAC’s shareholders voted to approve the business combination at a meeting last week. Energy Vault shares list on the NYSE 14 February under the ticker ‘NRGV’. Its warrants list as ‘NRGV WS’.</p><p>The combination raised around US$235 million in gross proceeds for the company. US$195 million of that is a private investment in public equity (PIPE) commitment from Korea Zinc and Atlas Renewable — strategic partners in Energy Vault — along with a host of funds and accounts including Softbank Investment Advisors.</p><p>On those two strategic partners,Korea Zinc had upped its PIPE commitment from US$100 million to US$150 million,<i>Energy-Storage.news</i>reported in January. Korea Zinc saw Energy Vault’s novel technology as a possible means to decarbonise its own extraction and refinery operations, including Sun Metals, a subsidiary in Australia.</p><p>Atlas Renewable meanwhile partnered with Energy Vault on commercialising the technology in China, with a100MWh project claimed to be set to begin construction in the second quarter of 2022in Jiangsu Province.</p><p>Altas Renewable’s main shareholder is China Tianying Inc, a waste processing and recycling group. Atlas counts Jeb Bush, brother of former US president George W Bush, as its chairman. Energy Vault said a US$50 million technology licensing deal had been made between the two, as well as a US$50 million PIPE commitment.</p><p>In an interview with<i>IPO Edge</i>a few days before the vote, Energy Vault CEO Robert Piconi said the principles of the gravity storage tech mirror those of pumped hydro energy storage, except that instead of water going downhill, an “energy elevator” is taking large composite block weights up and down to turn motors to discharge energy.</p><p>“This is all with fully automated AI and computerised control software,” Piconi said.</p><p>In forms filed with the US Securities and Exchange Commission (SEC), Novus Capital Corporation II said it had been seeking an investment opportunity to acquire a target company from early 2021before its announcement in September 2021that Energy Vault had been selected.</p><p>Novus noted that the gravity storage technology does not have the same geological siting constraints as pumped hydro and is designed to be less at risk of supply chain challenges than other energy storage technologies like batteries.</p><p>However in a Form S-4 filed in October last year, Energy Vault outlined that its technology and design of its large-scale energy storage systems had not yet been finalised and that it did face challenges in making those cost-competitive.</p><p>The merger gives the combined entity a value of US$1.07 billion based on a price of US$10 per share.</p><p>An Energy Vault representative told<i>Energy-Storage.news</i>the proceeds raised, along with a recently closedUS$107 million Series C funding round, provided Energy Vault with more capital than it anticipated requiring in its business plan to deploy units and execute a growth strategy.</p><p>It’s the latest in a wave of energy storage and related sector companies to go public through SPAC mergers. The last year or so has seen the likes of iron flow battery company ESS Inc, zinc-air battery company Eos, distributed commercial energy storage provider Stem Inc and recycling specialist Li-Cycle all go through the process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NRGV":"Energy Vault Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199863954","content_text":"Energy Vault shares surged nearly 90% in premarket trading.Energy Vault has got its New York Stock Exchange (NYSE) listing after the gravity-based energy storage company’s merger with special purpose acquisition company (SPAC) Novus Capital Corporation II completed.The SPAC’s shareholders voted to approve the business combination at a meeting last week. Energy Vault shares list on the NYSE 14 February under the ticker ‘NRGV’. Its warrants list as ‘NRGV WS’.The combination raised around US$235 million in gross proceeds for the company. US$195 million of that is a private investment in public equity (PIPE) commitment from Korea Zinc and Atlas Renewable — strategic partners in Energy Vault — along with a host of funds and accounts including Softbank Investment Advisors.On those two strategic partners,Korea Zinc had upped its PIPE commitment from US$100 million to US$150 million,Energy-Storage.newsreported in January. Korea Zinc saw Energy Vault’s novel technology as a possible means to decarbonise its own extraction and refinery operations, including Sun Metals, a subsidiary in Australia.Atlas Renewable meanwhile partnered with Energy Vault on commercialising the technology in China, with a100MWh project claimed to be set to begin construction in the second quarter of 2022in Jiangsu Province.Altas Renewable’s main shareholder is China Tianying Inc, a waste processing and recycling group. Atlas counts Jeb Bush, brother of former US president George W Bush, as its chairman. Energy Vault said a US$50 million technology licensing deal had been made between the two, as well as a US$50 million PIPE commitment.In an interview withIPO Edgea few days before the vote, Energy Vault CEO Robert Piconi said the principles of the gravity storage tech mirror those of pumped hydro energy storage, except that instead of water going downhill, an “energy elevator” is taking large composite block weights up and down to turn motors to discharge energy.“This is all with fully automated AI and computerised control software,” Piconi said.In forms filed with the US Securities and Exchange Commission (SEC), Novus Capital Corporation II said it had been seeking an investment opportunity to acquire a target company from early 2021before its announcement in September 2021that Energy Vault had been selected.Novus noted that the gravity storage technology does not have the same geological siting constraints as pumped hydro and is designed to be less at risk of supply chain challenges than other energy storage technologies like batteries.However in a Form S-4 filed in October last year, Energy Vault outlined that its technology and design of its large-scale energy storage systems had not yet been finalised and that it did face challenges in making those cost-competitive.The merger gives the combined entity a value of US$1.07 billion based on a price of US$10 per share.An Energy Vault representative toldEnergy-Storage.newsthe proceeds raised, along with a recently closedUS$107 million Series C funding round, provided Energy Vault with more capital than it anticipated requiring in its business plan to deploy units and execute a growth strategy.It’s the latest in a wave of energy storage and related sector companies to go public through SPAC mergers. The last year or so has seen the likes of iron flow battery company ESS Inc, zinc-air battery company Eos, distributed commercial energy storage provider Stem Inc and recycling specialist Li-Cycle all go through the process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092025995,"gmtCreate":1644496054121,"gmtModify":1676533933222,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585038405943602","authorIdStr":"3585038405943602"},"themes":[],"htmlText":"GDJOB","listText":"GDJOB","text":"GDJOB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092025995","repostId":"1147706905","repostType":4,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}