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2022-12-23

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Tesla: Elon Musk, Bring The Pain

2022-12-23

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2022-11-21

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Pre-Bell｜U.S. Futures Decline; Disney Jumps; One Company Share Price Doubles

2022-10-07

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3 Dow Stocks to Buy More of in October

2022-06-23

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2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip

2022-12-21

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2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025

2022-11-13

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SPY: Bear Market Rally Or A Major Bottom?

2022-10-15

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Atlanta Fed's Raphael Bostic Discloses Trading Violation, Powell Opens OIG Probe

2022-11-12

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US STOCKS-Nasdaq and S&P 500 End Higher, Fueled By Inflation Optimism

2022-10-11

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Tesla Is A Bargain With Optimus And Recent Events

2022-06-23

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2022-12-20

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2022-10-25

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Big Tech Earnings Are Coming. 5 Questions Hang Over the Stocks

2022-04-01

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Biden Orders Huge Oil Release, Prods Drillers to Step Up Output

2022-01-08

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Want to Get Richer? 2 Top Growth Stocks to Buy and Hold

2021-08-30

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August jobs report, Consumer confidence: What to know this week

2021-08-24

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Is a Surprise Coming for Medtronic (MDT) This Earnings Season?

2022-12-07

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S&P 500 Opens Lower, Falling for a Fifth Day As Recession Risks Mount

2022-12-06

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3 Stocks to Avoid This Week

2022-11-17

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Fed’s Bullard Says More Hikes Needed to Get to Restrictive Level

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First and foremost, this is a a startup company with one product. It is risky and therefore will have high volatility. This isn't GM. Thus, fluctuations that would be small for larger established company are much larger for a startup.Second, FFIE just got more investment. While counter-intuitive this can actually cause a dive. Why? Because people bought into the company expecting more investment, so when the investment actually arrives the stock price has already factored this in. It is sort of like how a stock might rise before a dividend is issued and falls off afterwards. It doesn't mean that the company is less healthy, it just means that a bunch of investors jumped aboard the ship hoping to make a quick buck and then get out","listText":"The large up and down swings are due to a couple of factors. First and foremost, this is a a startup company with one product. It is risky and therefore will have high volatility. This isn't GM. Thus, fluctuations that would be small for larger established company are much larger for a startup.Second, FFIE just got more investment. While counter-intuitive this can actually cause a dive. Why? Because people bought into the company expecting more investment, so when the investment actually arrives the stock price has already factored this in. It is sort of like how a stock might rise before a dividend is issued and falls off afterwards. It doesn't mean that the company is less healthy, it just means that a bunch of investors jumped aboard the ship hoping to make a quick buck and then get out","text":"The large up and down swings are due to a couple of factors. First and foremost, this is a a startup company with one product. It is risky and therefore will have high volatility. This isn't GM. Thus, fluctuations that would be small for larger established company are much larger for a startup.Second, FFIE just got more investment. While counter-intuitive this can actually cause a dive. Why? Because people bought into the company expecting more investment, so when the investment actually arrives the stock price has already factored this in. It is sort of like how a stock might rise before a dividend is issued and falls off afterwards. 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They move in line with the market, track Indexes that include the most successful companies, and generally work ","content":"<html><head></head><body><h2>Introduction</h2><p>High-quality, low-fee ETFs form the backbone of most investors&#39; portfolios. They move in line with the market, track Indexes that include the most successful companies, and generally work out well in the long run. However, finding the right one that meets your needs can be challenging. Making that job easier for you is the purpose of this article.</p><p>Some readers may know that I calculate dozens of fundamental metrics for 850+ U.S. Equity ETFs. I started doing this after reviewing feedback from readers questioning why they should sell their current ETF in favor of the one recommended. These questions were reasonable, and I quickly realized that my analysis was incomplete unless I considered these alternatives in advance. It took some effort, but I can now confidently state that I have done the research, and my articles are fact-based, comprehensive, and timely.</p><p>It sounds straightforward. However, there were only 33 results. This article presents a variety of fundamental metrics for each in summary format, then highlights three in more detail that may match your investment style.</p><h2>The Selections</h2><p>To begin, the following table highlights basic information for these 33 ETFs. I&#39;ve included the ETF&#39;s focus, niche, strategy, and weighting scheme, along with the expense ratio and assets under management. Most are market-cap-weighted, but a few alternatively-weighted ETFs can help you diversify away from mega-cap companies.</p><p><img src=\"https://static.tigerbbs.com/69a27a791723699e64476879034cc301\" tg-width=\"640\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>There are advantages to focusing on the largest ETFs by assets under management. They often have the smallest bid-ask spreads, thereby limiting trading costs. However, remember that with ETFs, market makers provide a secondary level of liquidity. The best measure of an ETF&#39;s liquidity is the liquidity of the underlying holdings, and since these are all large or total market ETFs, they all seem suitable to me.</p><h2>ETF Fundamentals</h2><p>The following table highlights 12 fundamentals for each ETF. I&#39;ve bolded three that stand out based on estimated earnings per share growth, forward price-earnings ratio, and overall profitability.</p><p><img src=\"https://static.tigerbbs.com/05d890a8a7ba2a81c9511ef706bd2de5\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>I also included each ETF&#39;s total return over the last year, from December 2021 to November 2022. ETFs with low valuations have outperformed. One example is the <a href=\"https://laohu8.com/S/ILCV\">iShares Morningstar Value ETF</a> (ILCV), which trades at 16.59x forward earnings and is up 3.44% over that period. Let&#39;s look at that ETF first.</p><h2>iShares Morningstar Value ETF</h2><p>ILCV tracks the Morningstar US Large-Mid Cap Broad Value Index, selecting 500 U.S. large- and mid-cap stocks based on a ten-point factor model. ILCV doesn&#39;t get much coverage and has just 383 followers on Seeking Alpha. However, it&#39;s the second-oldest total-market-cap value ETF and has the same low 0.04% expense ratio as the more popular <a href=\"https://laohu8.com/S/EMEY\">iShares</a> Core S&amp;P U.S. Value ETF (IUSV). IUSV missed the cut for this analysis because of its 0.94 five-year beta and has a relatively low 9.02/10 profitability score compared to 9.24/10 for ILCV. Here&#39;s a closer look at ILCV&#39;s fundamentals for its top 25 industries, and I&#39;ve included the same for IUSV in the bottom row.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/22/51194860-16717263233965597.png\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>Currently, I view ILCV as superior across the board. It&#39;s less volatile than IUSV, as indicated by its lower five-year beta (0.97 vs. 1.02). It has solid sales growth and nearly identical estimated earnings growth but trades at a 3-4 point discount on forward earnings and trailing cash flow. Finally, its selections are surprisingly more profitable with better earnings sentiment, as measured by Seeking Alpha&#39;s Profitability and EPS Revision Grades. I expect ILCV&#39;s relative underperformance to reverse soon.</p><p><img src=\"https://static.tigerbbs.com/8b75809890d828e3ca27aa27a751f1eb\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer</p><h2>BNY Mellon US Large Cap Core Equity ETF</h2><p>The BNY Mellon US Large Cap Core Equity ETF (BKLC) stands out because of its 9.69/10 profitability score. Tracking the Morningstar U.S. Large Cap Index, BKLC has 210 holdings, or about 40% the size of S&amp;P 500 ETFs like SPY, IVV, VOO, and SPLG. Readers may consider the Vanguard Mega Cap ETF (MGC) a more suitable peer, as the two have a 96% weight overlap, according to the ETF Research Center&#39;s Fund Overlap Tool.</p><p><img src=\"https://static.tigerbbs.com/5235ccf5a601b7e39ec0427b47be82f0\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>You can see the similarities between BKLC&#39;s and MGC&#39;s fundamentals, and that is because they both genuinely are mega-cap ETFs. Each has weighted-average market capitalizations above $500 billion compared to $432 billion for SPY. There&#39;s a solid argument here that BKLC is the superior of the three, at least currently. Remember, its expense ratio is zero and has virtually identical growth and valuation metrics compared to the four S&amp;P 500 Index ETFs but better profitability.</p><p>Unfortunately, past performance may hold back AUM growth. Also, the fund&#39;s most recent turnover was 17% compared to 4% and 2% for MGC and SPY. Therefore, while the above metrics suggest similar performance going forward, there could be a little too much activity to the detriment of shareholders.</p><p><img src=\"https://static.tigerbbs.com/f6626985060ad86e957b65465a02151e\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer</p><h2>Vanguard Total Stock Market ETF</h2><p>The Vanguard Total Stock Market ETF (VTI) has you covered if you&#39;re looking to access all size segments with above-average earnings growth. VTI&#39;s expense ratio is low at 0.03% and provides higher estimated growth metrics than S&amp;P 500 Index ETFs. The downside is that adding small- and mid-cap stocks makes VTI more volatile and less profitable. I chose the <a href=\"https://laohu8.com/S/DBXVF\">Xtrackers</a> MSCI USA ESG Leaders Equity ETF (USSG) for comparison purposes. You may view it as a slightly unusual choice, but USSG excels in earnings growth despite having less than half exposure to the high-growth Energy sector. Put this one on your list of ETFs to watch should inflation, led by lower oil prices, falls.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/22/51194860-1671757004130282.png\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>Interestingly, USSG has outperformed VTI with lower volatility since its inception in February 2019. It&#39;s one example where you shouldn&#39;t judge a book by its cover. The ESG theme is a negative for some investors, but USSG proves that performance isn&#39;t always sacrificed. Based on the metrics above, USSG is nearly identical to VTI in all areas, with outperformance likely linked only to slight sector exposure differences.</p><p><img src=\"https://static.tigerbbs.com/73b2907e8669d093ce7d1938837474bb\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer</p><h2>Historical Performance</h2><p>For some, it all comes down to past performance. While I disagree that it&#39;s an acceptable way to assess an ETF, past performance provides concrete evidence of how well a strategy performed over a particular period. Therefore, consider these historical returns through November 2022 for all ETFs listed in this article. I&#39;ve organized them by best ten-year performance, then five-year, and so forth.</p><p><img src=\"https://static.tigerbbs.com/8c9060b83fa26837d46da2d1f6851115\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Sunday Investor</p><p>This table also includes return-to-risk ratios based on annualized returns divided by the annualized standard deviation. MGC, VOO, SPLG, IVV, and SPY have the best ten-year annualized returns and risk-adjusted returns, but it&#39;s crucial to recognize the shift that&#39;s occurred recently. For example, ILCV lagged MGC by 77.27% over ten years but has outperformed by 15% in the last year. As a reminder, the fundamentals described earlier indicate ILCV offers a lower risk-return profile that I think works in its favor. Furthermore, Vanguard&#39;s ten-year projections are for value to outperform growth, so I caution readers against relying too much on historical performance.</p><p><img src=\"https://static.tigerbbs.com/f6c7d1f2aca5c69fca369b88a910fc81\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Vanguard</p><h2>Conclusion</h2><p>This article aimed to highlight all ETF options for investors wanting simple exposure to the U.S. large-cap market. As core holdings, the ETFs presented had average volatilities, low fees, high profitability scores, and relatively high assets under management. The historical performance table showed how well highly-profitable mega-cap ETFs like MGC performed over the last decade, but the fundamentals suggest a different market. Value-focused ETFs like ILCV feature meaningful valuation discounts for only small sacrifices in estimated growth and are more likely to outperform going forward.</p><p>If I missed anything or you have questions about another ETF you use as a core holding, please let me know in the comments section below. Thanks for reading, and Happy Holidays!</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>3 Core U.S. Equity ETFs For 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Core U.S. Equity ETFs For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566088-3-core-us-equity-etfs-for-2023><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHigh-quality, low-fee ETFs form the backbone of most investors' portfolios. They move in line with the market, track Indexes that include the most successful companies, and generally work ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566088-3-core-us-equity-etfs-for-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKLC":"BNY Mellon US Large Cap Core Equity ETF","VTI":"大盘指数ETF-Vanguard MSCI","ILCV":"iShares Morningstar Value ETF"},"source_url":"https://seekingalpha.com/article/4566088-3-core-us-equity-etfs-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293562381","content_text":"IntroductionHigh-quality, low-fee ETFs form the backbone of most investors' portfolios. They move in line with the market, track Indexes that include the most successful companies, and generally work out well in the long run. However, finding the right one that meets your needs can be challenging. Making that job easier for you is the purpose of this article.Some readers may know that I calculate dozens of fundamental metrics for 850+ U.S. Equity ETFs. I started doing this after reviewing feedback from readers questioning why they should sell their current ETF in favor of the one recommended. These questions were reasonable, and I quickly realized that my analysis was incomplete unless I considered these alternatives in advance. It took some effort, but I can now confidently state that I have done the research, and my articles are fact-based, comprehensive, and timely.It sounds straightforward. However, there were only 33 results. This article presents a variety of fundamental metrics for each in summary format, then highlights three in more detail that may match your investment style.The SelectionsTo begin, the following table highlights basic information for these 33 ETFs. I've included the ETF's focus, niche, strategy, and weighting scheme, along with the expense ratio and assets under management. Most are market-cap-weighted, but a few alternatively-weighted ETFs can help you diversify away from mega-cap companies.The Sunday InvestorThere are advantages to focusing on the largest ETFs by assets under management. They often have the smallest bid-ask spreads, thereby limiting trading costs. However, remember that with ETFs, market makers provide a secondary level of liquidity. The best measure of an ETF's liquidity is the liquidity of the underlying holdings, and since these are all large or total market ETFs, they all seem suitable to me.ETF FundamentalsThe following table highlights 12 fundamentals for each ETF. I've bolded three that stand out based on estimated earnings per share growth, forward price-earnings ratio, and overall profitability.The Sunday InvestorI also included each ETF's total return over the last year, from December 2021 to November 2022. ETFs with low valuations have outperformed. One example is the iShares Morningstar Value ETF (ILCV), which trades at 16.59x forward earnings and is up 3.44% over that period. Let's look at that ETF first.iShares Morningstar Value ETFILCV tracks the Morningstar US Large-Mid Cap Broad Value Index, selecting 500 U.S. large- and mid-cap stocks based on a ten-point factor model. ILCV doesn't get much coverage and has just 383 followers on Seeking Alpha. However, it's the second-oldest total-market-cap value ETF and has the same low 0.04% expense ratio as the more popular iShares Core S&P U.S. Value ETF (IUSV). IUSV missed the cut for this analysis because of its 0.94 five-year beta and has a relatively low 9.02/10 profitability score compared to 9.24/10 for ILCV. Here's a closer look at ILCV's fundamentals for its top 25 industries, and I've included the same for IUSV in the bottom row.The Sunday InvestorCurrently, I view ILCV as superior across the board. It's less volatile than IUSV, as indicated by its lower five-year beta (0.97 vs. 1.02). It has solid sales growth and nearly identical estimated earnings growth but trades at a 3-4 point discount on forward earnings and trailing cash flow. Finally, its selections are surprisingly more profitable with better earnings sentiment, as measured by Seeking Alpha's Profitability and EPS Revision Grades. I expect ILCV's relative underperformance to reverse soon.Portfolio VisualizerBNY Mellon US Large Cap Core Equity ETFThe BNY Mellon US Large Cap Core Equity ETF (BKLC) stands out because of its 9.69/10 profitability score. Tracking the Morningstar U.S. Large Cap Index, BKLC has 210 holdings, or about 40% the size of S&P 500 ETFs like SPY, IVV, VOO, and SPLG. Readers may consider the Vanguard Mega Cap ETF (MGC) a more suitable peer, as the two have a 96% weight overlap, according to the ETF Research Center's Fund Overlap Tool.The Sunday InvestorYou can see the similarities between BKLC's and MGC's fundamentals, and that is because they both genuinely are mega-cap ETFs. Each has weighted-average market capitalizations above $500 billion compared to $432 billion for SPY. There's a solid argument here that BKLC is the superior of the three, at least currently. Remember, its expense ratio is zero and has virtually identical growth and valuation metrics compared to the four S&P 500 Index ETFs but better profitability.Unfortunately, past performance may hold back AUM growth. Also, the fund's most recent turnover was 17% compared to 4% and 2% for MGC and SPY. Therefore, while the above metrics suggest similar performance going forward, there could be a little too much activity to the detriment of shareholders.Portfolio VisualizerVanguard Total Stock Market ETFThe Vanguard Total Stock Market ETF (VTI) has you covered if you're looking to access all size segments with above-average earnings growth. VTI's expense ratio is low at 0.03% and provides higher estimated growth metrics than S&P 500 Index ETFs. The downside is that adding small- and mid-cap stocks makes VTI more volatile and less profitable. I chose the Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) for comparison purposes. You may view it as a slightly unusual choice, but USSG excels in earnings growth despite having less than half exposure to the high-growth Energy sector. Put this one on your list of ETFs to watch should inflation, led by lower oil prices, falls.The Sunday InvestorInterestingly, USSG has outperformed VTI with lower volatility since its inception in February 2019. It's one example where you shouldn't judge a book by its cover. The ESG theme is a negative for some investors, but USSG proves that performance isn't always sacrificed. Based on the metrics above, USSG is nearly identical to VTI in all areas, with outperformance likely linked only to slight sector exposure differences.Portfolio VisualizerHistorical PerformanceFor some, it all comes down to past performance. While I disagree that it's an acceptable way to assess an ETF, past performance provides concrete evidence of how well a strategy performed over a particular period. Therefore, consider these historical returns through November 2022 for all ETFs listed in this article. I've organized them by best ten-year performance, then five-year, and so forth.The Sunday InvestorThis table also includes return-to-risk ratios based on annualized returns divided by the annualized standard deviation. MGC, VOO, SPLG, IVV, and SPY have the best ten-year annualized returns and risk-adjusted returns, but it's crucial to recognize the shift that's occurred recently. For example, ILCV lagged MGC by 77.27% over ten years but has outperformed by 15% in the last year. As a reminder, the fundamentals described earlier indicate ILCV offers a lower risk-return profile that I think works in its favor. Furthermore, Vanguard's ten-year projections are for value to outperform growth, so I caution readers against relying too much on historical performance.VanguardConclusionThis article aimed to highlight all ETF options for investors wanting simple exposure to the U.S. large-cap market. As core holdings, the ETFs presented had average volatilities, low fees, high profitability scores, and relatively high assets under management. The historical performance table showed how well highly-profitable mega-cap ETFs like MGC performed over the last decade, but the fundamentals suggest a different market. Value-focused ETFs like ILCV feature meaningful valuation discounts for only small sacrifices in estimated growth and are more likely to outperform going forward.If I missed anything or you have questions about another ETF you use as a core holding, please let me know in the comments section below. Thanks for reading, and Happy Holidays!","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922547854,"gmtCreate":1671809726078,"gmtModify":1676538597607,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922547854","repostId":"2293557321","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922547195,"gmtCreate":1671809720217,"gmtModify":1676538597604,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922547195","repostId":"2293557321","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922146114,"gmtCreate":1671723984138,"gmtModify":1676538582946,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922146114","repostId":"2293285346","repostType":4,"repost":{"id":"2293285346","pubTimestamp":1671696064,"share":"https://ttm.financial/m/news/2293285346?lang=&edition=fundamental","pubTime":"2022-12-22 16:01","market":"us","language":"en","title":"Down Almost 30% This Month, Is Tesla Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2293285346","media":"Motley Fool","summary":"The stock has been absolutely hammered.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Following the stock&#39;s nosedive, an opportunistic purchase of Tesla shares may make sense.</li><li>The electric car maker&#39;s management team expects strong growth in vehicle deliveries in the years ahead.</li><li>Tesla&#39;s upcoming Cybertruck launch could be a major catalyst for the company.</li></ul><p>Shares of <b>Tesla</b> have cratered this month, falling more than 29% as of market close on Dec. 21. This decline adds to an already brutal year for the stock, bringing Tesla shares&#39; total year-to-date return to a loss of more than 60%. Ouch.</p><p>This begs the question: Has the stock become oversold, creating a buying opportunity for investors?</p><p>Let&#39;s take a look.</p><h2>Business momentum</h2><p>While the electric car maker&#39;s stock has been slammed this year, the underlying business is doing quite well. Tesla&#39;s third-quarter vehicle deliveries, for instance, rose 42% year over year. Growth was impressive sequentially, too; Tesla&#39;s record third-quarter deliveries of 343,830 were up from deliveries of 254,695 in the second quarter.</p><p>What about demand for its vehicles? Demand for vehicles that will be shipped in the final quarter of the year is &#34;excellent,&#34; according to comments from Tesla CEO Elon Musk in the company&#39;s fourth-quarter earnings call. Indeed, demand is trending so well that Musk said the company expects to &#34;sell every car that we make for as far in the future as we can see.&#34;</p><p>The company&#39;s vehicle production is also going well, with Tesla management saying in the company&#39;s third-quarter earnings call that it achieved a production volume of 2,000 cars per week at its new factory in Germany. Its new factory in Texas should hit this same milestone soon, management added. Meanwhile, production at the company&#39;s factory in Fremont, California hit record levels during the period.</p><p>Finally, the company is doing well, too. Free cash flow was $3.3 billion during Q3, up 148% year over year. Bolstering its balance sheet is $21.1 billion of cash and marketable securities, up $2.2 billion sequentially.</p><h2>Valuation</h2><p>With momentum like this, investors should expect Tesla stock to look cheap -- and it doesn&#39;t (at least at first glance). Shares trade at about 42 times earnings. This premium prices in significant earnings growth going forward.</p><p>But the premium is arguably reasonable, if not too low, relative to management&#39;s long-term growth expectations and considering two major catalysts the company has in the works for 2023 and beyond. Tesla&#39;s long-term view for its business, which it lays out in the outlook section of its quarterly letters to shareholders, is that the company can grow vehicle deliveries at an average rate of about 50% annually over &#34;a multi-year horizon...&#34; And based on the company&#39;s execution in recent years, this may be possible.</p><p>Strong growth next year also seems likely when investors consider two big catalysts for the business: The expected launch of Tesla&#39;s Cybertruck next year, and the company&#39;s explosive growth in its energy storage business.</p><h2>Is it time to buy?</h2><p>Tesla stock&#39;s valuation is starting to look attractive in the context of the business&#39;s underlying momentum. While it&#39;s always possible that growth doesn&#39;t pan out as expected (particularly in the near term as macroeconomic uncertainty potentially leads to some consumers delaying vehicle purchases), the company&#39;s recent growth and its exciting product pipeline make a good case for the stock.</p><p>Sure, there are always risks to owning the notoriously volatile stock, but it may make sense to make Tesla shares a small percentage of your portfolio at this price.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down Almost 30% This Month, Is Tesla Stock a Buy?</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\">\nDown Almost 30% This Month, Is Tesla Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/21/down-almost-30-this-month-is-tesla-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSFollowing the stock's nosedive, an opportunistic purchase of Tesla shares may make sense.The electric car maker's management team expects strong growth in vehicle deliveries in the years ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/21/down-almost-30-this-month-is-tesla-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","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","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","TSLA":"特斯拉","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2022/12/21/down-almost-30-this-month-is-tesla-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293285346","content_text":"KEY POINTSFollowing the stock's nosedive, an opportunistic purchase of Tesla shares may make sense.The electric car maker's management team expects strong growth in vehicle deliveries in the years ahead.Tesla's upcoming Cybertruck launch could be a major catalyst for the company.Shares of Tesla have cratered this month, falling more than 29% as of market close on Dec. 21. This decline adds to an already brutal year for the stock, bringing Tesla shares' total year-to-date return to a loss of more than 60%. Ouch.This begs the question: Has the stock become oversold, creating a buying opportunity for investors?Let's take a look.Business momentumWhile the electric car maker's stock has been slammed this year, the underlying business is doing quite well. Tesla's third-quarter vehicle deliveries, for instance, rose 42% year over year. Growth was impressive sequentially, too; Tesla's record third-quarter deliveries of 343,830 were up from deliveries of 254,695 in the second quarter.What about demand for its vehicles? Demand for vehicles that will be shipped in the final quarter of the year is \"excellent,\" according to comments from Tesla CEO Elon Musk in the company's fourth-quarter earnings call. Indeed, demand is trending so well that Musk said the company expects to \"sell every car that we make for as far in the future as we can see.\"The company's vehicle production is also going well, with Tesla management saying in the company's third-quarter earnings call that it achieved a production volume of 2,000 cars per week at its new factory in Germany. Its new factory in Texas should hit this same milestone soon, management added. Meanwhile, production at the company's factory in Fremont, California hit record levels during the period.Finally, the company is doing well, too. Free cash flow was $3.3 billion during Q3, up 148% year over year. Bolstering its balance sheet is $21.1 billion of cash and marketable securities, up $2.2 billion sequentially.ValuationWith momentum like this, investors should expect Tesla stock to look cheap -- and it doesn't (at least at first glance). Shares trade at about 42 times earnings. This premium prices in significant earnings growth going forward.But the premium is arguably reasonable, if not too low, relative to management's long-term growth expectations and considering two major catalysts the company has in the works for 2023 and beyond. Tesla's long-term view for its business, which it lays out in the outlook section of its quarterly letters to shareholders, is that the company can grow vehicle deliveries at an average rate of about 50% annually over \"a multi-year horizon...\" And based on the company's execution in recent years, this may be possible.Strong growth next year also seems likely when investors consider two big catalysts for the business: The expected launch of Tesla's Cybertruck next year, and the company's explosive growth in its energy storage business.Is it time to buy?Tesla stock's valuation is starting to look attractive in the context of the business's underlying momentum. While it's always possible that growth doesn't pan out as expected (particularly in the near term as macroeconomic uncertainty potentially leads to some consumers delaying vehicle purchases), the company's recent growth and its exciting product pipeline make a good case for the stock.Sure, there are always risks to owning the notoriously volatile stock, but it may make sense to make Tesla shares a small percentage of your portfolio at this price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926533846,"gmtCreate":1671580887585,"gmtModify":1676538558422,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926533846","repostId":"2292358423","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926891687,"gmtCreate":1671502372450,"gmtModify":1676538546922,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926891687","repostId":"2292879080","repostType":4,"repost":{"id":"2292879080","pubTimestamp":1671515998,"share":"https://ttm.financial/m/news/2292879080?lang=&edition=fundamental","pubTime":"2022-12-20 13:59","market":"us","language":"en","title":"Apple: The Perfect Christmas Gift For Our Son","url":"https://stock-news.laohu8.com/highlight/detail?id=2292879080","media":"Seekingalpha","summary":"ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gift","content":"<html><head></head><body><h2>Thesis</h2><p>Depending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job is made easier. We (wife, son, and myself) all agreed on a few extra shares of Apple Inc. (NASDAQ:AAPL) into his Uniform Transfers To Minors (“UTMA”) account (in addition to a pair of Nike shoes, of course).</p><p>Thanks to the recent market volatilities, AAPL is now for sale at 21.7x forward P/E ratio (or about 22x P/E) as seen below. It is not only near the bottom level in about 3 years (as you can see from the following chart) but also near what I call the no-brainer level for high-quality compounders like AAPL, as explained in my earlier article, because:</p><blockquote><i>To me, any P/E near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a ~20x P/E would </i><i><b>at least provide</b></i><i> 5% of earnings yield </i><i><b>in AAPL’s case</b></i><i>, leading to a total return in the double digits. </i></blockquote><p>In the remainder of this article, I will elaborate on two details (both highlighted above) that many readers asked about: A) why I said a 20x P/E ratio provides “at least” 5% of earnings yield; and B) why I mentioned “in AAPL’s case” also. Shouldn’t a 20x P/E ratio ALWAYS provide a 5% earnings yield (because 1/20 = 5%)?</p><p>The answer lies in the difference between accounting earnings and owners&#39; earnings. For most businesses, accounting earnings and owners&#39; earnings are different, and the discrepancy can be quite large. As a result, the true owners&#39; earnings yield can be very different from the inverse of the P/E ratio (which is often based on accounting earnings). And next, we will see that in AAPL’s case, the accounting EPS underestimates its owners&#39; earnings. And hence, its true earning yield is better than what’s on the surface.</p><p><img src=\"https://static.tigerbbs.com/ec887906d387f378d7a098b2ba15e1ba\" tg-width=\"640\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><h2>AAPL and our UTMA</h2><p>Let’s first take a look at quick look at our holdings in our UTMA account. The general information about the UTMA account has been detailed in our blog article here. Key motivations in our case included: the tax advantages, seed funds for our kid, and also an account to seek long-term growth. Our current holdings are shown below (first chart below) together with their performances (second chart below). A few notes:</p><blockquote><ol><li><i>For performance tracing purposes, I used the prices on July 11, 2022 (the date I first published this portfolio) on SA as the entry price. So, it&#39;s easier for readers to verify and track its performance. </i></li><li><i>Our actual portfolio size is substantially smaller. The $100k starting size used here is just to simplify the math. </i></li></ol></blockquote><p>As seen, AAPL currently represents about 15% of our total assets in this account. It suffered a price loss of 6.9% since July 11. As seen in the second chart, the UTMA account has always outperformed the S&amp;P 500 index (approximated by the SPY ETF) despite (probably because of) the concentrated holding of 6 stocks. The account is leading the market by a margin of 3.3%.</p><p><img src=\"https://static.tigerbbs.com/5880dd68179bd4b3ad8c9740ec986d40\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/d606d4ab0beb63c0831d667d56c780d1\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>AAPL’s account EPS underestimates its owners’ earning</h2><p>Now, let’s examine AAPL’s owner earnings (“OE”) more closely and see why it is higher than its accounting EPS. And the final results are summarized in the table below. As seen, at the price as of this writing ($134.5), AAPL’s accounting EPS for 2022 is about $6.11 and $6.25 for FY1, resulting in a P/E of 22x and FW P/E of 21.5x. Note my FW EPS projection is a bit higher than SA’s, hence the FW P/E of 21.5x is slightly lower than the 21.7x provided by SA above. However, in terms of OE, the P/E is only 18.7x and 18.4x on an FW basis. And if you further adjust the cash position on its ledger, the P/E further shrank to 18.4x for 2022 and 18.0x on an FW basis, hence providing more than 5% of owners earning yield as aforementioned. An 18x P/E translates into an annual owner-earning yield of 5.55%.</p><p>The key difference between the OE and the accounting EPS lies in the CAPEX expenses. The CAPEX includes both the maintenance CAPEX (which is a cost and should be subtracted) and the growth CAPEX (which is not a cost and shouldn’t be deducted).</p><p>My analysis shown in the table below is a delineation of AAPL’s maintenance CAPEX and growth CAPEX using Bruce Greenwald’s method. More details of this method can be found in our earlier article or in Greenwald’s (Value Investing). In the end, AAPL’s OE is about $7.18 per share for 2022 and $7.33 for FY1, both higher than its accounting EPS.</p><p>Note that the so-called FCF/EPS ratio provides a shortcut in many cases. You can often tell if the OE is larger or smaller than the accounting EPS by simply calculating the FCF/EPS ratio. In Apple&#39;s case, as you can see, the FCF/EPS ratio is 113%, higher than 100%. And bear in mind that the FCF already underestimates the true OE, because, in the calculation of the FCF, ALL the CAPEX is deducted. So, in the end, the EPS must underestimate its true OE even more than the FCF.</p><p><img src=\"https://static.tigerbbs.com/f3acc919777d0e2f735bafb73fdfaef0\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>Total expected returns</h2><p>To recap, at its current price, its P/E on OE basis is around 18x, translating into an owner-earning yield (“OEY”) of ~5.5% as aforementioned. As detailed in my earlier articles, the ROCE (return on capital employed) of AAPL is on average 100% in recent years. As a result, even a 5% investment rate would provide 5% organic real growth rates (100% ROCE * 5% reinvestment rate = 5% organic growth rate).</p><p>Combining the OEY and growth, the total return is expected to be earlier in the double digits, far exceeding that of the overall market. The S&amp;P 500 is currently trading at ~20x P/E ratio, resulting in an OEY of about 5%. And its ROCE is ~20% or so. Thus, assuming the same 5% reinvestment rate, its growth rate would be about 1%, resulting in a total return of ~6% only.</p><p>If the reinvestment rate is higher than 5% (e.g., due to acquisition opportunities or new initiatives), the outperformance from AAPL over the general market would be even more dramatic, again as illustrated in the chart below.</p><p><img src=\"https://static.tigerbbs.com/12f83b07d46a76cda27f01477e278bf6\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>Risks and final thoughts</h2><p>There are both upside and downside risks to my above analysis. My analysis is more focused on the AMOUNT of the earnings and neglected the QUALITY of the earnings. When the quality of the earnings is adjusted, the investment is even more appealing. The company has displayed remarkable resilience in the face of the difficult operating backdrop. Meanwhile, its services-related revenues should continue to advance, making its income even more diversified and recurring. Of course, for downside risks, the company is facing many macroeconomic and operational uncertainties. The uncertainties include the drag from foreign exchange rates, supply constraints, and the fluid COVID situation. Its bottom line is facing some pressure due to rising costs, as well as COVID-19-related lockdowns in China, a key end market, and also a production site for AAPL.</p><p>Altogether, AAPL is now in a no-brainer zone for me. Any P/E ratio below 20x with AAPL’s ROCE is very likely to generate double-digit annual returns in the long term combining the earnings yield and the growth rate. In AAPL’s case, its accounting EPS underestimates its owners&#39; earnings substantially. And hence, its true earning yield is better than what’s on the surface. To wit, in terms of OE, AAPL’s current FW P/E is 18.4x. After adjusting the cash position, the P/E becomes 18.0x only, translating into an OE yield of 5.5%. In terms of growth, a 5% reinvestment rate would provide 5% organic growth rates and lead to a total return exceeding 10% per annum.</p><p>Merry Christmas!</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>Apple: The Perfect Christmas Gift For Our Son</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: The Perfect Christmas Gift For Our Son\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292879080","content_text":"ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job is made easier. We (wife, son, and myself) all agreed on a few extra shares of Apple Inc. (NASDAQ:AAPL) into his Uniform Transfers To Minors (“UTMA”) account (in addition to a pair of Nike shoes, of course).Thanks to the recent market volatilities, AAPL is now for sale at 21.7x forward P/E ratio (or about 22x P/E) as seen below. It is not only near the bottom level in about 3 years (as you can see from the following chart) but also near what I call the no-brainer level for high-quality compounders like AAPL, as explained in my earlier article, because:To me, any P/E near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a ~20x P/E would at least provide 5% of earnings yield in AAPL’s case, leading to a total return in the double digits. In the remainder of this article, I will elaborate on two details (both highlighted above) that many readers asked about: A) why I said a 20x P/E ratio provides “at least” 5% of earnings yield; and B) why I mentioned “in AAPL’s case” also. Shouldn’t a 20x P/E ratio ALWAYS provide a 5% earnings yield (because 1/20 = 5%)?The answer lies in the difference between accounting earnings and owners' earnings. For most businesses, accounting earnings and owners' earnings are different, and the discrepancy can be quite large. As a result, the true owners' earnings yield can be very different from the inverse of the P/E ratio (which is often based on accounting earnings). And next, we will see that in AAPL’s case, the accounting EPS underestimates its owners' earnings. And hence, its true earning yield is better than what’s on the surface.Source: Seeking Alpha dataAAPL and our UTMALet’s first take a look at quick look at our holdings in our UTMA account. The general information about the UTMA account has been detailed in our blog article here. Key motivations in our case included: the tax advantages, seed funds for our kid, and also an account to seek long-term growth. Our current holdings are shown below (first chart below) together with their performances (second chart below). A few notes:For performance tracing purposes, I used the prices on July 11, 2022 (the date I first published this portfolio) on SA as the entry price. So, it's easier for readers to verify and track its performance. Our actual portfolio size is substantially smaller. The $100k starting size used here is just to simplify the math. As seen, AAPL currently represents about 15% of our total assets in this account. It suffered a price loss of 6.9% since July 11. As seen in the second chart, the UTMA account has always outperformed the S&P 500 index (approximated by the SPY ETF) despite (probably because of) the concentrated holding of 6 stocks. The account is leading the market by a margin of 3.3%.Source: Author based on Seeking Alpha dataSource: Author based on Seeking Alpha dataAAPL’s account EPS underestimates its owners’ earningNow, let’s examine AAPL’s owner earnings (“OE”) more closely and see why it is higher than its accounting EPS. And the final results are summarized in the table below. As seen, at the price as of this writing ($134.5), AAPL’s accounting EPS for 2022 is about $6.11 and $6.25 for FY1, resulting in a P/E of 22x and FW P/E of 21.5x. Note my FW EPS projection is a bit higher than SA’s, hence the FW P/E of 21.5x is slightly lower than the 21.7x provided by SA above. However, in terms of OE, the P/E is only 18.7x and 18.4x on an FW basis. And if you further adjust the cash position on its ledger, the P/E further shrank to 18.4x for 2022 and 18.0x on an FW basis, hence providing more than 5% of owners earning yield as aforementioned. An 18x P/E translates into an annual owner-earning yield of 5.55%.The key difference between the OE and the accounting EPS lies in the CAPEX expenses. The CAPEX includes both the maintenance CAPEX (which is a cost and should be subtracted) and the growth CAPEX (which is not a cost and shouldn’t be deducted).My analysis shown in the table below is a delineation of AAPL’s maintenance CAPEX and growth CAPEX using Bruce Greenwald’s method. More details of this method can be found in our earlier article or in Greenwald’s (Value Investing). In the end, AAPL’s OE is about $7.18 per share for 2022 and $7.33 for FY1, both higher than its accounting EPS.Note that the so-called FCF/EPS ratio provides a shortcut in many cases. You can often tell if the OE is larger or smaller than the accounting EPS by simply calculating the FCF/EPS ratio. In Apple's case, as you can see, the FCF/EPS ratio is 113%, higher than 100%. And bear in mind that the FCF already underestimates the true OE, because, in the calculation of the FCF, ALL the CAPEX is deducted. So, in the end, the EPS must underestimate its true OE even more than the FCF.Source: Author based on Seeking Alpha dataTotal expected returnsTo recap, at its current price, its P/E on OE basis is around 18x, translating into an owner-earning yield (“OEY”) of ~5.5% as aforementioned. As detailed in my earlier articles, the ROCE (return on capital employed) of AAPL is on average 100% in recent years. As a result, even a 5% investment rate would provide 5% organic real growth rates (100% ROCE * 5% reinvestment rate = 5% organic growth rate).Combining the OEY and growth, the total return is expected to be earlier in the double digits, far exceeding that of the overall market. The S&P 500 is currently trading at ~20x P/E ratio, resulting in an OEY of about 5%. And its ROCE is ~20% or so. Thus, assuming the same 5% reinvestment rate, its growth rate would be about 1%, resulting in a total return of ~6% only.If the reinvestment rate is higher than 5% (e.g., due to acquisition opportunities or new initiatives), the outperformance from AAPL over the general market would be even more dramatic, again as illustrated in the chart below.Source: Author based on Seeking Alpha dataRisks and final thoughtsThere are both upside and downside risks to my above analysis. My analysis is more focused on the AMOUNT of the earnings and neglected the QUALITY of the earnings. When the quality of the earnings is adjusted, the investment is even more appealing. The company has displayed remarkable resilience in the face of the difficult operating backdrop. Meanwhile, its services-related revenues should continue to advance, making its income even more diversified and recurring. Of course, for downside risks, the company is facing many macroeconomic and operational uncertainties. The uncertainties include the drag from foreign exchange rates, supply constraints, and the fluid COVID situation. Its bottom line is facing some pressure due to rising costs, as well as COVID-19-related lockdowns in China, a key end market, and also a production site for AAPL.Altogether, AAPL is now in a no-brainer zone for me. Any P/E ratio below 20x with AAPL’s ROCE is very likely to generate double-digit annual returns in the long term combining the earnings yield and the growth rate. In AAPL’s case, its accounting EPS underestimates its owners' earnings substantially. And hence, its true earning yield is better than what’s on the surface. To wit, in terms of OE, AAPL’s current FW P/E is 18.4x. After adjusting the cash position, the P/E becomes 18.0x only, translating into an OE yield of 5.5%. In terms of growth, a 5% reinvestment rate would provide 5% organic growth rates and lead to a total return exceeding 10% per annum.Merry Christmas!","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926076222,"gmtCreate":1671433125566,"gmtModify":1676538535571,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926076222","repostId":"1185223833","repostType":4,"repost":{"id":"1185223833","pubTimestamp":1671428466,"share":"https://ttm.financial/m/news/1185223833?lang=&edition=fundamental","pubTime":"2022-12-19 13:41","market":"us","language":"en","title":"4 ETFs For Risk-Averse Short-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1185223833","media":"Seeking Alpha","summary":"SummaryRising interest rates means cash and short-term investments and funds are offering reasonably","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Rising interest rates means cash and short-term investments and funds are offering reasonably good yields.</li><li>Different investments and securities have different characteristics. Some are better suited for some investors than others.</li><li>An overview of four fantastic short-term funds follows.</li></ul><p>I&#39;ve covered several cash replacement ETFs in the recent past, including those focused on T-bills, short-term bonds, and short-term TIPs. Due to reader interest, thought to do a quick article summarizing some of these ETFs, and detailing their most important characteristics and advantages. All funds have low credit and interest rate risk, but also have relatively low forward yields and expected returns. Specifics differ.</p><p>The SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) invests in T-bills, and has the lowest 3.9% yield to maturity / forward yield of the bunch. It is also the lowest risk, most stable fund in its peer group.</p><p>The JPMorgan Ultra-Short Income ETF (JPST) invests in ultra short-term bonds, is slightly riskier than BIL, but has a higher 4.9% yield to maturity / forward yield.</p><p>The PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) invests in very short-term bonds, is slightly riskier than JPST, but has a higher 5.4% yield to maturity / forward yield.</p><p>The Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) invests in short-term inflation-protected treasuries, or TIPs. VTIP is the riskiest of the bunch, but sports a massive, inflation-protected 7.6% dividend yield. VTIP&#39;s dividends are strongly dependent on inflation rates, should decline as inflation normalizes, but could increase if inflation picks up again. VTIP is the riskiest of the bunch, but is still a broadly low-risk, stable, fund, and particularly appropriate for those wishing to safeguard their portfolios against inflation.</p><p>Finally, a quick table with pertinent information for each fund. I&#39;ve included both backward-looking dividend yields, and more forward-looking yield to maturities. The latter are much more indicative of the dividends investors can expect moving forward.</p><p><img src=\"https://static.tigerbbs.com/32cb16dde49726c2b60a3f3e8d3cbcad\" tg-width=\"632\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/></p><p>Fund Filings - Chart by author</p><p><b>BIL - Treasury Bills</b></p><p>BIL is a simple T-Bill ETF. It invests in all publicly issued U.S. Treasury Bills with a remaining maturity of between 1 and 3 months, subject to a basic set of inclusion criteria.</p><p>BIL&#39;s holdings are all<i>treasuries</i>, issued by the U.S. Treasury, and backed by the full faith and credit of the U.S. government. Credit risk is effectively nil, barring an unprecedented U.S. government default. As such, investors in BIL can be (almost) certain that their investment and capital is safe.</p><p>BIL&#39;s holdings are all short-term securities, with an average remaining maturity of just 5 weeks. Short-term securities have very little interest rate risk, as their duration is quite low, and as they can quickly be replaced for newer securities as the need arises (you are not stuck with low yields for long if rates rise).</p><p>BIL&#39;s holdings have low credit and interest rate risk, which ensures incredibly stable share prices and capital levels. The fund almost always trades in a very tight range, of between $91.30 and $91.60, equivalent to fluctuations of, at most, 0.30%. The fund suffered negligible losses during the most recent recession, early 2020, and during the most recent hiking cycle, all of 2022.</p><p><img src=\"https://static.tigerbbs.com/d0bb1f068da0a33a473a9d919d385221\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>BIL&#39;s low-risk holdings and stable share price make it a reasonably strong cash replacement ETF, albeit one with relatively low dividends and expected returns. BIL currently sports a <i>trailing</i> twelve-month yield of only 1.0%. Said yield does not fully account for recent dividend and interest rate hikes, so is not an accurate indicator of the dividends investors should expect moving forward.</p><p>Yield to maturity metrics are a forwards-looking measure of expected returns which, for bond funds, mostly consist of dividends. BIL currently sports a yield to maturity of 3.9%, a figure which is much more reflective of expected fund dividends. BIL&#39;s dividend yield should increase to<i>around</i>3.9% in the coming months. Yields<i>should</i>increase a bit more than that, contingent on further Federal Reserve hikes.</p><p>BIL&#39;s dividends are reasonably good for its level of risk, but are lower than those of its peers. As such, the fund seems like a more compelling investment opportunity for more conservative, short-term investors, for whom capital stability and preservation is key. In my opinion at least. For investors looking for a bit more yield, JPST is a compelling choice. Let&#39;s have a look.</p><p><b>JPST - Ultra Short-Term Bonds</b></p><p>JPST is a simple, actively-managed ultra short-term bond ETF.</p><p>JPST&#39;s holdings are reasonably well-diversified, with investments in over 600 securities, and with exposure to several sub-asset classes.</p><p><img src=\"https://static.tigerbbs.com/b8cf42d98f8a5f520ba96c01d1851d75\" tg-width=\"640\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>JPST</p><p>JPST exclusively invests in investment-grade securities, with an average rating of AA, and a modal rating of AAA. These are strong credit ratings, indicative of relatively safe, low-risk securities with low default rates. JPST&#39;s underlying holdings should be paid back, in full, at maturity, with extremely few exceptions.</p><p><img src=\"https://static.tigerbbs.com/ce5f6d3c4ece1695b8527c5f3d08396b\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>JPST</p><p>JPST focuses on ultra short-term bonds, with an average remaining maturity of 6 months, and an average duration of 3 months. Both are incredibly low figures, but about twice as high relative to BIL. Expect<i>some</i>losses when interest rates increase, but these should be relatively low, and short-lived.</p><p>JPST&#39;s low credit and interest rate risk serve to stabilize the fund&#39;s share price, but to a lesser extent than BIL. The fund&#39;s share price tends to oscillate between $50.00 and $50.60, with yearly movements of around 1.0% being common. JPST suffered losses of around 3.0% in early 2020, during the depths of the coronavirus pandemic, but these were mostly due to liquidity issues, and were<i>extremely</i>short-lived.</p><p><img src=\"https://static.tigerbbs.com/f5a2564c7ab1e6f576dae9debb54858c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In my opinion, and if the past is any indication, the fund should suffer losses of around 1.0% during future recessions and interest rate hike cycles. These are very low losses, all things considered, but higher than those experienced by BIL (which were effectively zero).</p><p>JPST currently sports a dividend yield of 1.4%. As with BIL, this is a backwards-looking metric, and not indicative of the dividends investors can expect moving forward. JPST sports a yield to maturity of 4.9%, quite a bit higher than its dividend yield. Said metric is much more reflective of the dividends that JPST&#39;s investors should expect moving forward. Dividends could be even higher, contingent on further Federal Reserve hikes.</p><p>JPST is a bit riskier than BIL, but also yields a bit more. Both funds are fine, but some might find JPST&#39;s overall value proposition a bit more compelling. For investors looking for a bit more in yield, MINT might be an interesting choice.</p><p><b>MINT- Short-Term Bonds</b></p><p>MINT is a simple, actively-managed short-term bond ETF.</p><p>MINT&#39;s holdings are reasonably well-diversified, with investments in over 600 securities, and with exposure to several sub-asset classes. MINT is more or less as diversified as JPST.</p><p><img src=\"https://static.tigerbbs.com/46196457a29ae9d1f4ae393045593980\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>MINT</p><p>MINT exclusively invests in investment-grade bonds, with an average credit rating of A. These are strong credit ratings, indicative of relatively safe, low-risk securities with low default rates. MINT&#39;s credit ratings are, on average, one notch lower than JPST&#39;s ratings, so risks are slightly higher as well.</p><p><img src=\"https://static.tigerbbs.com/9a4213a38ba940ae6f698d98eea2b4c7\" tg-width=\"355\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p>MINT - Chart by author</p><p>MINT focuses on short-term bonds, with an average maturity and duration of 6 months. MINT&#39;s interest rate risk is quite low, but materially higher than BIL / JPST&#39;s risk.</p><p>MINT has low credit and interest rate risk, which helps ensure a relatively stable share price. MINT&#39;s share price oscillates between $98 and $102, a relatively tight range, although wider than BIL or JPST&#39;s normal trading range.</p><p><img src=\"https://static.tigerbbs.com/5decce83ddaeafb78d4229c235e0cbe2\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>MINT currently sports a dividend yield of 1.6%. As with its peers, the fund&#39;s dividend yield is backwards-looking, and not reflective of the dividends that investors can expect moving forward. MINT sports a 5.4% yield to maturity, a more forwards-looking yield metric, and much more reflective of the fund&#39;s expected future dividends. MINT should yield 5.4% in the coming months and years, perhaps a bit more if the Federal Reserve continues to hike rates.</p><p>MINT is a bit riskier than JPST, but yields a bit more as well. Both funds are reasonable, but some might find MINT&#39;s value proposition to be a bit more compelling.</p><p><b>VTIP - Short-Term TIPs</b></p><p>VTIP is a simple short-term TIPs index ETF.</p><p>VTIP&#39;s holdings are all<i>treasuries</i>, same as BIL. Credit risk is effectively nil, barring an unprecedented U.S. government default. As such, investors in VTIP can be (almost) certain that their investment and capital is safe. Losses during downturns and recessions should be very low / non-existent. As an example, VTIP suffered losses of around 1.1% in 1Q2020, the onset of the coronavirus pandemic.</p><p><img src=\"https://static.tigerbbs.com/7aa0d0fa3d5c8a3664ff82a4c10f82e4\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>VTIP&#39;s holdings are all short-term securities, with an average maturity and duration of 2.5 years. Although these are low figures on absolute terms, and lower than average for a bond index fund, all three other funds have significantly lower duration and interest rate risk. Expect<i>below-average</i>losses for VTIP when interest rates increase, but losses should still be material, and bite. As an example, VTIP&#39;s share price has decreased by 6.9% YTD.</p><p><img src=\"https://static.tigerbbs.com/e8f2a53bc609bd71b27b3b0d4cee8d4c\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>VTIP&#39;s share price is reasonably stable, oscillating between $47 and $53 since inception. Reasonably tight range, but wider than for its peer funds.</p><p><img src=\"https://static.tigerbbs.com/bc8eb993e639d8c2dec69f4bea24d28a\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In my opinion, VTIP is an incredibly safe, stable, fund, but too volatile as a replacement for cash. Still, some short-term investors might find the fund to be a reasonable choice for their needs and investment horizons.</p><p>VTIP&#39;s underlying holdings are indexed against inflation, and so see rising dividends and strong returns when inflation is high and rising. Inflation has skyrocketed these past few months, causing VTIP&#39;s dividend yield to balloon to 7.6%. It is a strong yield on absolute terms, higher than its peers, and higher than most broad-based index bond funds. Skyrocketing inflation has also led the fund to outperform relative to its peers for the past three years, and by quite a large margin.</p><p><img src=\"https://static.tigerbbs.com/3194f6d4c2b42a59632b79f74b9436ff\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>VTIP&#39;s inflation-protected holdings are a significant benefit for the fund and its shareholders, and its key advantage relative to its peers. VTIP seems like the clear choice for short-term investors concerned about inflation, in my opinion at least.</p><p>As a final point, as per fund and treasury date, VTIP currently yields <i>around</i>1.0% plus inflation. Inflation averaged 7.1% in November, so VTIP returns would average 8.1% per year moving forward, contingent on inflation remaining as is. Inflation will very likely decrease, as it is significantly above target, and as the Federal Reserve is intent on reducing inflation through rate hikes. In my opinion, a yield of 1.0% plus inflation seems reasonably good, although obviously much will depend on how inflation evolves from here on out.</p><p><b>Conclusion</b></p><p>Short-term bond funds offer investors reasonably safe, good yields. The four funds mentioned here are all good short-term bond funds, and might be interesting opportunities for investors.</p><p><img src=\"https://static.tigerbbs.com/32cb16dde49726c2b60a3f3e8d3cbcad\" tg-width=\"632\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/></p><p>Fund Filings - Chart by Author</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>4 ETFs For Risk-Averse Short-Term 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 ETFs For Risk-Averse Short-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 13:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565102-four-etfs-for-risk-averse-short-term-investors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRising interest rates means cash and short-term investments and funds are offering reasonably good yields.Different investments and securities have different characteristics. Some are better ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565102-four-etfs-for-risk-averse-short-term-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIL":"债券指数ETF-SPDR Barclays美国1-3月国债","JPST":"JPMorgan Ultra-Short Income ETF","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","VTIP":"Vanguard Short-Term Inflation-Protected Securities ETF"},"source_url":"https://seekingalpha.com/article/4565102-four-etfs-for-risk-averse-short-term-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185223833","content_text":"SummaryRising interest rates means cash and short-term investments and funds are offering reasonably good yields.Different investments and securities have different characteristics. Some are better suited for some investors than others.An overview of four fantastic short-term funds follows.I've covered several cash replacement ETFs in the recent past, including those focused on T-bills, short-term bonds, and short-term TIPs. Due to reader interest, thought to do a quick article summarizing some of these ETFs, and detailing their most important characteristics and advantages. All funds have low credit and interest rate risk, but also have relatively low forward yields and expected returns. Specifics differ.The SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) invests in T-bills, and has the lowest 3.9% yield to maturity / forward yield of the bunch. It is also the lowest risk, most stable fund in its peer group.The JPMorgan Ultra-Short Income ETF (JPST) invests in ultra short-term bonds, is slightly riskier than BIL, but has a higher 4.9% yield to maturity / forward yield.The PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) invests in very short-term bonds, is slightly riskier than JPST, but has a higher 5.4% yield to maturity / forward yield.The Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) invests in short-term inflation-protected treasuries, or TIPs. VTIP is the riskiest of the bunch, but sports a massive, inflation-protected 7.6% dividend yield. VTIP's dividends are strongly dependent on inflation rates, should decline as inflation normalizes, but could increase if inflation picks up again. VTIP is the riskiest of the bunch, but is still a broadly low-risk, stable, fund, and particularly appropriate for those wishing to safeguard their portfolios against inflation.Finally, a quick table with pertinent information for each fund. I've included both backward-looking dividend yields, and more forward-looking yield to maturities. The latter are much more indicative of the dividends investors can expect moving forward.Fund Filings - Chart by authorBIL - Treasury BillsBIL is a simple T-Bill ETF. It invests in all publicly issued U.S. Treasury Bills with a remaining maturity of between 1 and 3 months, subject to a basic set of inclusion criteria.BIL's holdings are alltreasuries, issued by the U.S. Treasury, and backed by the full faith and credit of the U.S. government. Credit risk is effectively nil, barring an unprecedented U.S. government default. As such, investors in BIL can be (almost) certain that their investment and capital is safe.BIL's holdings are all short-term securities, with an average remaining maturity of just 5 weeks. Short-term securities have very little interest rate risk, as their duration is quite low, and as they can quickly be replaced for newer securities as the need arises (you are not stuck with low yields for long if rates rise).BIL's holdings have low credit and interest rate risk, which ensures incredibly stable share prices and capital levels. The fund almost always trades in a very tight range, of between $91.30 and $91.60, equivalent to fluctuations of, at most, 0.30%. The fund suffered negligible losses during the most recent recession, early 2020, and during the most recent hiking cycle, all of 2022.Data by YChartsBIL's low-risk holdings and stable share price make it a reasonably strong cash replacement ETF, albeit one with relatively low dividends and expected returns. BIL currently sports a trailing twelve-month yield of only 1.0%. Said yield does not fully account for recent dividend and interest rate hikes, so is not an accurate indicator of the dividends investors should expect moving forward.Yield to maturity metrics are a forwards-looking measure of expected returns which, for bond funds, mostly consist of dividends. BIL currently sports a yield to maturity of 3.9%, a figure which is much more reflective of expected fund dividends. BIL's dividend yield should increase toaround3.9% in the coming months. Yieldsshouldincrease a bit more than that, contingent on further Federal Reserve hikes.BIL's dividends are reasonably good for its level of risk, but are lower than those of its peers. As such, the fund seems like a more compelling investment opportunity for more conservative, short-term investors, for whom capital stability and preservation is key. In my opinion at least. For investors looking for a bit more yield, JPST is a compelling choice. Let's have a look.JPST - Ultra Short-Term BondsJPST is a simple, actively-managed ultra short-term bond ETF.JPST's holdings are reasonably well-diversified, with investments in over 600 securities, and with exposure to several sub-asset classes.JPSTJPST exclusively invests in investment-grade securities, with an average rating of AA, and a modal rating of AAA. These are strong credit ratings, indicative of relatively safe, low-risk securities with low default rates. JPST's underlying holdings should be paid back, in full, at maturity, with extremely few exceptions.JPSTJPST focuses on ultra short-term bonds, with an average remaining maturity of 6 months, and an average duration of 3 months. Both are incredibly low figures, but about twice as high relative to BIL. Expectsomelosses when interest rates increase, but these should be relatively low, and short-lived.JPST's low credit and interest rate risk serve to stabilize the fund's share price, but to a lesser extent than BIL. The fund's share price tends to oscillate between $50.00 and $50.60, with yearly movements of around 1.0% being common. JPST suffered losses of around 3.0% in early 2020, during the depths of the coronavirus pandemic, but these were mostly due to liquidity issues, and wereextremelyshort-lived.Data by YChartsIn my opinion, and if the past is any indication, the fund should suffer losses of around 1.0% during future recessions and interest rate hike cycles. These are very low losses, all things considered, but higher than those experienced by BIL (which were effectively zero).JPST currently sports a dividend yield of 1.4%. As with BIL, this is a backwards-looking metric, and not indicative of the dividends investors can expect moving forward. JPST sports a yield to maturity of 4.9%, quite a bit higher than its dividend yield. Said metric is much more reflective of the dividends that JPST's investors should expect moving forward. Dividends could be even higher, contingent on further Federal Reserve hikes.JPST is a bit riskier than BIL, but also yields a bit more. Both funds are fine, but some might find JPST's overall value proposition a bit more compelling. For investors looking for a bit more in yield, MINT might be an interesting choice.MINT- Short-Term BondsMINT is a simple, actively-managed short-term bond ETF.MINT's holdings are reasonably well-diversified, with investments in over 600 securities, and with exposure to several sub-asset classes. MINT is more or less as diversified as JPST.MINTMINT exclusively invests in investment-grade bonds, with an average credit rating of A. These are strong credit ratings, indicative of relatively safe, low-risk securities with low default rates. MINT's credit ratings are, on average, one notch lower than JPST's ratings, so risks are slightly higher as well.MINT - Chart by authorMINT focuses on short-term bonds, with an average maturity and duration of 6 months. MINT's interest rate risk is quite low, but materially higher than BIL / JPST's risk.MINT has low credit and interest rate risk, which helps ensure a relatively stable share price. MINT's share price oscillates between $98 and $102, a relatively tight range, although wider than BIL or JPST's normal trading range.Data by YChartsMINT currently sports a dividend yield of 1.6%. As with its peers, the fund's dividend yield is backwards-looking, and not reflective of the dividends that investors can expect moving forward. MINT sports a 5.4% yield to maturity, a more forwards-looking yield metric, and much more reflective of the fund's expected future dividends. MINT should yield 5.4% in the coming months and years, perhaps a bit more if the Federal Reserve continues to hike rates.MINT is a bit riskier than JPST, but yields a bit more as well. Both funds are reasonable, but some might find MINT's value proposition to be a bit more compelling.VTIP - Short-Term TIPsVTIP is a simple short-term TIPs index ETF.VTIP's holdings are alltreasuries, same as BIL. Credit risk is effectively nil, barring an unprecedented U.S. government default. As such, investors in VTIP can be (almost) certain that their investment and capital is safe. Losses during downturns and recessions should be very low / non-existent. As an example, VTIP suffered losses of around 1.1% in 1Q2020, the onset of the coronavirus pandemic.Data by YChartsVTIP's holdings are all short-term securities, with an average maturity and duration of 2.5 years. Although these are low figures on absolute terms, and lower than average for a bond index fund, all three other funds have significantly lower duration and interest rate risk. Expectbelow-averagelosses for VTIP when interest rates increase, but losses should still be material, and bite. As an example, VTIP's share price has decreased by 6.9% YTD.Data by YChartsVTIP's share price is reasonably stable, oscillating between $47 and $53 since inception. Reasonably tight range, but wider than for its peer funds.Data by YChartsIn my opinion, VTIP is an incredibly safe, stable, fund, but too volatile as a replacement for cash. Still, some short-term investors might find the fund to be a reasonable choice for their needs and investment horizons.VTIP's underlying holdings are indexed against inflation, and so see rising dividends and strong returns when inflation is high and rising. Inflation has skyrocketed these past few months, causing VTIP's dividend yield to balloon to 7.6%. It is a strong yield on absolute terms, higher than its peers, and higher than most broad-based index bond funds. Skyrocketing inflation has also led the fund to outperform relative to its peers for the past three years, and by quite a large margin.Data by YChartsVTIP's inflation-protected holdings are a significant benefit for the fund and its shareholders, and its key advantage relative to its peers. VTIP seems like the clear choice for short-term investors concerned about inflation, in my opinion at least.As a final point, as per fund and treasury date, VTIP currently yields around1.0% plus inflation. Inflation averaged 7.1% in November, so VTIP returns would average 8.1% per year moving forward, contingent on inflation remaining as is. Inflation will very likely decrease, as it is significantly above target, and as the Federal Reserve is intent on reducing inflation through rate hikes. In my opinion, a yield of 1.0% plus inflation seems reasonably good, although obviously much will depend on how inflation evolves from here on out.ConclusionShort-term bond funds offer investors reasonably safe, good yields. The four funds mentioned here are all good short-term bond funds, and might be interesting opportunities for investors.Fund Filings - Chart by Author","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928523179,"gmtCreate":1671326390092,"gmtModify":1676538524263,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928523179","repostId":"1184333109","repostType":4,"repost":{"id":"1184333109","pubTimestamp":1671322885,"share":"https://ttm.financial/m/news/1184333109?lang=&edition=fundamental","pubTime":"2022-12-18 08:21","market":"us","language":"en","title":"Real-Money Funds Dump $100 Billion of Stocks on Rebalancing","url":"https://stock-news.laohu8.com/highlight/detail?id=1184333109","media":"Bloomberg","summary":"Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies wi","content":"<html><head></head><body><ul><li>Stock sales break 2022 rebalancing trend that stoked rallies</li><li>Funds that hew to balanced strategies will need to buy bonds</li></ul><p>The world’s biggest money managers are set to unload up to $100 billion of stocks in the final few weeks of the year, adding to a selloff that’s snowballed since Jerome Powell’s unequivocal message that policymakers will press on with aggressive tightening at the risk of job cuts and a recession.</p><p>Notwithstanding their losses this week, equities gained over the quarter, driving up their value relative to other asset classes and forcing managers with strict allocation mandates to sell them to meet targets. Bonds are the likely beneficiaries of sales by sovereign wealth, pension and balanced mutual funds looking to replenish their fixed-income holdings, according to JPMorgan Chase &amp; Co. and StoneX Financial Inc.</p><p>When December wraps up, sovereign wealth funds could be done selling roughly $29 billion in equities while US defined benefit pension plans would need to shift up to $70 billion from equities to bonds to meet their long-term targets and bring them back to September levels, JPMorgan estimates.</p><p><img src=\"https://static.tigerbbs.com/f430f879a1d6a51556475310851b3cd3\" tg-width=\"620\" tg-height=\"348\" width=\"100%\" height=\"auto\"/>The pension and sovereign wealth funds that form the backbone of the investing community typically rebalance their market exposures every quarter to achieve a mix of 60% stocks and 40% bonds.</p><p>“The recent equity market correction and bond rally is consistent with the rebalancing hypothesis,” said Vincent Deluard, a macro strategist at StoneX, who projects that some of the rebalancing has already happened this week. “Investors had to sell stocks and buy bonds to get back to target. It makes sense for this to continue until the end of the year.”</p><p>The adjustments away from equities will compound some $30 billion of forced sales expected by trend-chasing quants following a slide that’s taken the S&amp;P 500 down about 6% from its November high.</p><p>The latest blow came Wednesday when Chair Powell warned interest rates would remain elevated to tame inflation at the end of the Federal Reserve’s final 2022 meeting, dashing hopes the central bank was preparing to ratchet down its aggressive tightening campaign. Instead policymakers indicated they will keep hiking to a peak beyond what the market had anticipated.</p><p>According to JPMorgan calculations, Japan’s $1.6 trillion GPIF, the world’s largest pension fund, would have to sell $17 billion of equities to get back to its target asset allocation. The $1.3 trillion Norwegian Oil Fund could move $12 billion from stocks to bonds.</p><p>A spokesperson for Norges Bank Investment Management, which manages the Norwegian Oil Fund, declined to comment. A spokesperson for GPIF didn’t immediately respond to an email outside of business hours seeking comment.</p><p>The forecasted sales mark a reversal from the first and second quarter trend where big funds were forced to buy stocks and fanned strong, but short-lived rallies. The last time such funds had to unload stocks to rebalance was in the fourth quarter of 2021, according to JPMorgan strategist Nikolaos Panigirtzoglou.</p><p>Even so, this month’s sales are likely to pale in comparison to last December’s.</p><p>“The estimated rebalancing flow was almost double of the one estimated for the current quarter,” Panigirtzoglou said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Real-Money Funds Dump $100 Billion of Stocks on Rebalancing</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\">\nReal-Money Funds Dump $100 Billion of Stocks on Rebalancing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies will need to buy bondsThe world’s biggest money managers are set to unload up to $100 billion of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184333109","content_text":"Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies will need to buy bondsThe world’s biggest money managers are set to unload up to $100 billion of stocks in the final few weeks of the year, adding to a selloff that’s snowballed since Jerome Powell’s unequivocal message that policymakers will press on with aggressive tightening at the risk of job cuts and a recession.Notwithstanding their losses this week, equities gained over the quarter, driving up their value relative to other asset classes and forcing managers with strict allocation mandates to sell them to meet targets. Bonds are the likely beneficiaries of sales by sovereign wealth, pension and balanced mutual funds looking to replenish their fixed-income holdings, according to JPMorgan Chase & Co. and StoneX Financial Inc.When December wraps up, sovereign wealth funds could be done selling roughly $29 billion in equities while US defined benefit pension plans would need to shift up to $70 billion from equities to bonds to meet their long-term targets and bring them back to September levels, JPMorgan estimates.The pension and sovereign wealth funds that form the backbone of the investing community typically rebalance their market exposures every quarter to achieve a mix of 60% stocks and 40% bonds.“The recent equity market correction and bond rally is consistent with the rebalancing hypothesis,” said Vincent Deluard, a macro strategist at StoneX, who projects that some of the rebalancing has already happened this week. “Investors had to sell stocks and buy bonds to get back to target. It makes sense for this to continue until the end of the year.”The adjustments away from equities will compound some $30 billion of forced sales expected by trend-chasing quants following a slide that’s taken the S&P 500 down about 6% from its November high.The latest blow came Wednesday when Chair Powell warned interest rates would remain elevated to tame inflation at the end of the Federal Reserve’s final 2022 meeting, dashing hopes the central bank was preparing to ratchet down its aggressive tightening campaign. Instead policymakers indicated they will keep hiking to a peak beyond what the market had anticipated.According to JPMorgan calculations, Japan’s $1.6 trillion GPIF, the world’s largest pension fund, would have to sell $17 billion of equities to get back to its target asset allocation. The $1.3 trillion Norwegian Oil Fund could move $12 billion from stocks to bonds.A spokesperson for Norges Bank Investment Management, which manages the Norwegian Oil Fund, declined to comment. A spokesperson for GPIF didn’t immediately respond to an email outside of business hours seeking comment.The forecasted sales mark a reversal from the first and second quarter trend where big funds were forced to buy stocks and fanned strong, but short-lived rallies. The last time such funds had to unload stocks to rebalance was in the fourth quarter of 2021, according to JPMorgan strategist Nikolaos Panigirtzoglou.Even so, this month’s sales are likely to pale in comparison to last December’s.“The estimated rebalancing flow was almost double of the one estimated for the current quarter,” Panigirtzoglou said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928874909,"gmtCreate":1671248694301,"gmtModify":1676538515606,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928874909","repostId":"2292062240","repostType":4,"repost":{"id":"2292062240","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":1671225477,"share":"https://ttm.financial/m/news/2292062240?lang=&edition=fundamental","pubTime":"2022-12-17 05:17","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Lower for Third Straight Day As Recession Worries Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2292062240","media":"Reuters","summary":"(Reuters) - U.S. stocks dropped for a third straight session and suffered a second straight week of ","content":"<html><head></head><body><p>(Reuters) - U.S. stocks dropped for a third straight session and suffered a second straight week of losses on Friday as fears continued to mount that the Federal Reserve&#39;s campaign to arrest inflation would tilt the economy into a recession.</p><p>Equities have been staggered since the U.S. central bank&#39;s decision to raise interest rates by 50 basis points (bps), as expected. But comments from Fed Chair Jerome Powell signaled more policy tightening, and the central bank projected that interest rates would top the 5% mark in 2023, a level not seen since 2007.</p><p>Further comments from other Fed officials fueled the concern. New York Fed President John Williams said on Friday it remains possible the U.S. central bank will raise rates more than it expects next year. The policymaker added that he does not anticipate a recession due to the Fed&#39;s aggressive tightening.</p><p>In addition, San Francisco Federal Reserve Bank President Mary Daly said it is &#34;reasonable&#34; to believe that once the Fed&#39;s policy rates reached their peak, they could stay there into 2024.</p><p>&#34;It feels as if finally the market is starting to understand that bad news is bad news, and that is what is starting to occur. Since the October bottoms, the market has continued to price in what I would consider a substantial amount of optimism at the fact the Fed could navigate and pilot a successful soft landing,&#34; said Dave Wagner, equity analyst and portfolio manager for Aptus Capital Advisors in Cincinnati.</p><p>&#34;Finally, the market is taking into consideration that bad news should mean bad things for the market.&#34;</p><p>The Dow Jones Industrial Average fell 281.76 points, or 0.85%, to 32,920.46; the S&amp;P 500 lost 43.39 points, or 1.11%, to 3,852.36; and the Nasdaq Composite dropped 105.11 points, or 0.97%, to 10,705.41.</p><p>For the week, the Dow lost 1.66%, the S&amp;P fell 2.09% and the Nasdaq declined 2.72%.</p><p>Money market bets show at least two 25 bps rate hikes next year and a terminal rate of about 4.8% by midyear, before falling to around 4.4% by the end of 2023.</p><p>On the economic front, a report showed U.S. business activity contracted further in December as new orders slumped to their lowest level in just over 2-1/2 years, although easing demand helped cool inflation.</p><p>The tech-heavy Nasdaq on Thursday closed below its 50-day moving average, a key technical level seen as sign of momentum. On Friday, the S&amp;P also closed below its 50-day moving average.</p><p>The prospects of a &#34;Santa Claus rally&#34;, or year-end uptick, in markets this year have dimmed, as the majority of global central banks have adopted tightening policies. The Bank of England and the European Central Bank were the most recent to indicate an extended rate-hike cycle on Thursday.</p><p>Markets pared losses in the last hour of trading, however, possibly due in part to the simultaneous expiration of stock options, stock index futures and index options contracts, known as triple witching, which can exacerbate market volatility.</p><p>Each of the 11 major S&amp;P 500 sector indexes were in the red, led lower by a drop of more than 2.96% in real estate stocks .</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc advanced 2.82% after J.P. Morgan upgraded the stock to &#34;overweight&#34; from &#34;neutral,&#34; while Adobe Inc gained 2.99% after the Photoshop maker forecast first-quarter profit above expectations.</p><p>Exact Sciences Corp surged 16.39% after rival Guardant Health Inc&#39;s cancer test missed expectations, while General Motors Co lost 3.91% after its robotaxi unit Cruise faced a safety probe by U.S. auto safety regulators.</p><p>Volume on U.S. exchanges was 17.28 billion shares, compared with the x.xx billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.47-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 18 new lows; the Nasdaq Composite recorded 79 new highs and 392 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Lower for Third Straight Day As Recession Worries Rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Lower for Third Straight Day As Recession Worries Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-17 05:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks dropped for a third straight session and suffered a second straight week of losses on Friday as fears continued to mount that the Federal Reserve&#39;s campaign to arrest inflation would tilt the economy into a recession.</p><p>Equities have been staggered since the U.S. central bank&#39;s decision to raise interest rates by 50 basis points (bps), as expected. But comments from Fed Chair Jerome Powell signaled more policy tightening, and the central bank projected that interest rates would top the 5% mark in 2023, a level not seen since 2007.</p><p>Further comments from other Fed officials fueled the concern. New York Fed President John Williams said on Friday it remains possible the U.S. central bank will raise rates more than it expects next year. The policymaker added that he does not anticipate a recession due to the Fed&#39;s aggressive tightening.</p><p>In addition, San Francisco Federal Reserve Bank President Mary Daly said it is &#34;reasonable&#34; to believe that once the Fed&#39;s policy rates reached their peak, they could stay there into 2024.</p><p>&#34;It feels as if finally the market is starting to understand that bad news is bad news, and that is what is starting to occur. Since the October bottoms, the market has continued to price in what I would consider a substantial amount of optimism at the fact the Fed could navigate and pilot a successful soft landing,&#34; said Dave Wagner, equity analyst and portfolio manager for Aptus Capital Advisors in Cincinnati.</p><p>&#34;Finally, the market is taking into consideration that bad news should mean bad things for the market.&#34;</p><p>The Dow Jones Industrial Average fell 281.76 points, or 0.85%, to 32,920.46; the S&amp;P 500 lost 43.39 points, or 1.11%, to 3,852.36; and the Nasdaq Composite dropped 105.11 points, or 0.97%, to 10,705.41.</p><p>For the week, the Dow lost 1.66%, the S&amp;P fell 2.09% and the Nasdaq declined 2.72%.</p><p>Money market bets show at least two 25 bps rate hikes next year and a terminal rate of about 4.8% by midyear, before falling to around 4.4% by the end of 2023.</p><p>On the economic front, a report showed U.S. business activity contracted further in December as new orders slumped to their lowest level in just over 2-1/2 years, although easing demand helped cool inflation.</p><p>The tech-heavy Nasdaq on Thursday closed below its 50-day moving average, a key technical level seen as sign of momentum. On Friday, the S&amp;P also closed below its 50-day moving average.</p><p>The prospects of a &#34;Santa Claus rally&#34;, or year-end uptick, in markets this year have dimmed, as the majority of global central banks have adopted tightening policies. The Bank of England and the European Central Bank were the most recent to indicate an extended rate-hike cycle on Thursday.</p><p>Markets pared losses in the last hour of trading, however, possibly due in part to the simultaneous expiration of stock options, stock index futures and index options contracts, known as triple witching, which can exacerbate market volatility.</p><p>Each of the 11 major S&amp;P 500 sector indexes were in the red, led lower by a drop of more than 2.96% in real estate stocks .</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc advanced 2.82% after J.P. Morgan upgraded the stock to &#34;overweight&#34; from &#34;neutral,&#34; while Adobe Inc gained 2.99% after the Photoshop maker forecast first-quarter profit above expectations.</p><p>Exact Sciences Corp surged 16.39% after rival Guardant Health Inc&#39;s cancer test missed expectations, while General Motors Co lost 3.91% after its robotaxi unit Cruise faced a safety probe by U.S. auto safety regulators.</p><p>Volume on U.S. exchanges was 17.28 billion shares, compared with the x.xx billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.47-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 18 new lows; the Nasdaq Composite recorded 79 new highs and 392 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BK4007":"制药","BK4196":"保健护理服务",".SPX":"S&P 500 Index","BK4539":"次新股",".DJI":"道琼斯","BK4082":"医疗保健设备","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4139":"生物科技","BK4079":"房地产服务","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292062240","content_text":"(Reuters) - U.S. stocks dropped for a third straight session and suffered a second straight week of losses on Friday as fears continued to mount that the Federal Reserve's campaign to arrest inflation would tilt the economy into a recession.Equities have been staggered since the U.S. central bank's decision to raise interest rates by 50 basis points (bps), as expected. But comments from Fed Chair Jerome Powell signaled more policy tightening, and the central bank projected that interest rates would top the 5% mark in 2023, a level not seen since 2007.Further comments from other Fed officials fueled the concern. New York Fed President John Williams said on Friday it remains possible the U.S. central bank will raise rates more than it expects next year. The policymaker added that he does not anticipate a recession due to the Fed's aggressive tightening.In addition, San Francisco Federal Reserve Bank President Mary Daly said it is \"reasonable\" to believe that once the Fed's policy rates reached their peak, they could stay there into 2024.\"It feels as if finally the market is starting to understand that bad news is bad news, and that is what is starting to occur. Since the October bottoms, the market has continued to price in what I would consider a substantial amount of optimism at the fact the Fed could navigate and pilot a successful soft landing,\" said Dave Wagner, equity analyst and portfolio manager for Aptus Capital Advisors in Cincinnati.\"Finally, the market is taking into consideration that bad news should mean bad things for the market.\"The Dow Jones Industrial Average fell 281.76 points, or 0.85%, to 32,920.46; the S&P 500 lost 43.39 points, or 1.11%, to 3,852.36; and the Nasdaq Composite dropped 105.11 points, or 0.97%, to 10,705.41.For the week, the Dow lost 1.66%, the S&P fell 2.09% and the Nasdaq declined 2.72%.Money market bets show at least two 25 bps rate hikes next year and a terminal rate of about 4.8% by midyear, before falling to around 4.4% by the end of 2023.On the economic front, a report showed U.S. business activity contracted further in December as new orders slumped to their lowest level in just over 2-1/2 years, although easing demand helped cool inflation.The tech-heavy Nasdaq on Thursday closed below its 50-day moving average, a key technical level seen as sign of momentum. On Friday, the S&P also closed below its 50-day moving average.The prospects of a \"Santa Claus rally\", or year-end uptick, in markets this year have dimmed, as the majority of global central banks have adopted tightening policies. The Bank of England and the European Central Bank were the most recent to indicate an extended rate-hike cycle on Thursday.Markets pared losses in the last hour of trading, however, possibly due in part to the simultaneous expiration of stock options, stock index futures and index options contracts, known as triple witching, which can exacerbate market volatility.Each of the 11 major S&P 500 sector indexes were in the red, led lower by a drop of more than 2.96% in real estate stocks .Meta Platforms Inc advanced 2.82% after J.P. Morgan upgraded the stock to \"overweight\" from \"neutral,\" while Adobe Inc gained 2.99% after the Photoshop maker forecast first-quarter profit above expectations.Exact Sciences Corp surged 16.39% after rival Guardant Health Inc's cancer test missed expectations, while General Motors Co lost 3.91% after its robotaxi unit Cruise faced a safety probe by U.S. auto safety regulators.Volume on U.S. exchanges was 17.28 billion shares, compared with the x.xx billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 2.47-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 18 new lows; the Nasdaq Composite recorded 79 new highs and 392 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928358899,"gmtCreate":1671201843412,"gmtModify":1676538508147,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9928358899","repostId":"1126302685","repostType":4,"repost":{"id":"1126302685","pubTimestamp":1671199623,"share":"https://ttm.financial/m/news/1126302685?lang=&edition=fundamental","pubTime":"2022-12-16 22:07","market":"us","language":"en","title":"Quant Hedge Funds Post Historic Returns in Ugly Year for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1126302685","media":"Bloomberg","summary":"AQR, Systematica, Man and Aspect are among year’s big winnersLarge moves, stock rotations offer quan","content":"<html><head></head><body><ul><li>AQR, Systematica, Man and Aspect are among year’s big winners</li><li>Large moves, stock rotations offer quants chance to shine</li></ul><p><img src=\"https://static.tigerbbs.com/87ca3919f1c7efdf596bc804d386842d\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The math wizards of Wall Street are notching dream returns in this nightmare year for global markets.</p><p>Famous quant firms like AQR Capital Management, Man Group and Aspect Capital are riding high as inflation-fueled turmoil trashes many of their human counterparts in the stock and bond world.</p><p>Macro-driven volatility is fueling powerful one-way price trends, while creating new winners and losers as well as widening the performance gap between companies and assets — perfect conditions for this rules-based cohort.</p><p>AQR’s Absolute Return Strategy has surged 40.9% through November, set for its best year ever, according to a person familiar with the matter who declined to be identified discussing returns. Man’s $11.6 billion AHL Alpha is up 10.7% through November. Aspect’s Diversified fund jumped 37.9% through Dec. 7.</p><p>Overall, a benchmark for trend followers is set for its best year in data going back to 2000, while a typical factor portfolio is headed for its biggest annual gain since at least 2008.</p><p>It’s a world away from the low-volatility bull market that caused a near-existentialcrisisfor computer-powered portfolios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4adf6be25008914ebc7ad36e314043e6\" tg-width=\"600\" tg-height=\"347\" width=\"100%\" height=\"auto\"/><span>Aspect returns are 2022 through Dec. 7. All others are through end-November. Source: Bloomberg</span></p><p>“There are some overarching macro themes that are alive and kicking at the moment: inflation, decarbonization, disruption of the supply chain, the war in Ukraine,” said Leda Braga, founder of the $16 billion money manager Systematica Investments, whose trend-following Alternative Markets fund is up 16.5% while its BlueTrend strategy has gained about 30%. “The next 10 years are going to be very different from the last 20 years.”</p><p>It’s hard to generalize when it comes to quants — a label that encompasses everything from factor funds trading on rules like how cheap a security looks to black-box investing styles that deploy artificial intelligence and alternative data. But while not every fund has thrived in 2022, the end of near-zero rates is proving a boon to a great number of systematic trades.</p><p>Matt Levine&#39;s Money Stuff is what&#39;s missing from your inbox.We know you&#39;re busy. Let Bloomberg Opinion&#39;s Matt Levine unpack all the Wall Street drama for you.Sign up to this newsletter</p><p>For equity funds, once-invincible Big Tech shares became laggards this year as rising interest rates made lofty valuations look perilous while formerly underperforming value stocks rebounded. Wider dispersions across stocks helped rules-based managers with diversified market exposures, especially those running long and short trades. A benchmark from research provider PivotalPath shows equity quants posted a 5% return through November, compared to a 1% loss for hedge funds overall.</p><p>Meanwhile for trend followers and systematic macro funds, inflation fueled big — and sustained — swings across assets from equities to Treasuries, just as discretionary managers struggled to adapt to the end of cheap money.</p><p><img src=\"https://static.tigerbbs.com/54acc5416d8e8bdb73a42cc25ff3ed46\" tg-width=\"648\" tg-height=\"442\" width=\"100%\" height=\"auto\"/></p><p>“The removal of the Fed put during 2022 has resulted in significant directional moves in markets,” said Razvan Remsing, director of investment solutions at Aspect Capital. “Some of the best opportunities have materialized on the short side of fixed-income.”</p><p>Consistent trading patterns from currencies to bonds also helped alternative risk premia strategies — factors across asset classes — gain nearly 4% this year, taking its rebound since end-2020 to 12%, a Societe Generale index shows.</p><p>It’s still too early to claim that quant managers are roaring back for good. Recently, as markets dialed back expectations for rate hikes on signs that inflation has peaked, this year’s big trends started toreverse, undercutting quant returns.</p><p>More broadly, the industry famously struggled in the decade of cheap money, stoking persistent concerns that the market has become too efficient for the strategies to work, or that the trades were too crowded.</p><p>The revival might have come too late, says Antti Suhonen, senior adviser at the hedge-fund consultancy MJ Hudson. He estimates total assets of alternative risk premia strategies, for instance, have dropped as much as 50% since his $200 billion estimate at the end of 2019.</p><p>“A lot of people have just given up,” Suhonen said, referring to clients. “They’re like: It’s not on my agenda because it hasn’t worked for the last 10 years and yes, this year has been good, but is it just a flash in the pan?”</p><p>Managed-futures funds – which include trend followers – have drawn $8.7 billion this year after a $13 billion haul in 2021, eVestment data show. Yet fund liquidations still exceeded launches this year – which has been the case for every year since 2015, according to figures from Preqin.</p><p>The pitch now is that markets are set to remain volatile in the era of ahawkishFederal Reserve. For quants that say their diversified investing methods offer an alternative to traditional strategies like the60/40 portfolio, gains this year are making that an easier sell.</p><p>“Allocators will need to rethink their allocation,” said Braga at Systematica. “They’ll have to rely on uncorrelated strategies much more. The idea that you can have a 60/40 as a solid baseline is gone forever.”</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>Quant Hedge Funds Post Historic Returns in Ugly Year for Wall Street</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\">\nQuant Hedge Funds Post Historic Returns in Ugly Year for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-16/quant-traders-are-big-winners-in-this-year-s-market-turmoil><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AQR, Systematica, Man and Aspect are among year’s big winnersLarge moves, stock rotations offer quants chance to shineThe math wizards of Wall Street are notching dream returns in this nightmare year ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-16/quant-traders-are-big-winners-in-this-year-s-market-turmoil\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-12-16/quant-traders-are-big-winners-in-this-year-s-market-turmoil","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126302685","content_text":"AQR, Systematica, Man and Aspect are among year’s big winnersLarge moves, stock rotations offer quants chance to shineThe math wizards of Wall Street are notching dream returns in this nightmare year for global markets.Famous quant firms like AQR Capital Management, Man Group and Aspect Capital are riding high as inflation-fueled turmoil trashes many of their human counterparts in the stock and bond world.Macro-driven volatility is fueling powerful one-way price trends, while creating new winners and losers as well as widening the performance gap between companies and assets — perfect conditions for this rules-based cohort.AQR’s Absolute Return Strategy has surged 40.9% through November, set for its best year ever, according to a person familiar with the matter who declined to be identified discussing returns. Man’s $11.6 billion AHL Alpha is up 10.7% through November. Aspect’s Diversified fund jumped 37.9% through Dec. 7.Overall, a benchmark for trend followers is set for its best year in data going back to 2000, while a typical factor portfolio is headed for its biggest annual gain since at least 2008.It’s a world away from the low-volatility bull market that caused a near-existentialcrisisfor computer-powered portfolios.Aspect returns are 2022 through Dec. 7. All others are through end-November. Source: Bloomberg“There are some overarching macro themes that are alive and kicking at the moment: inflation, decarbonization, disruption of the supply chain, the war in Ukraine,” said Leda Braga, founder of the $16 billion money manager Systematica Investments, whose trend-following Alternative Markets fund is up 16.5% while its BlueTrend strategy has gained about 30%. “The next 10 years are going to be very different from the last 20 years.”It’s hard to generalize when it comes to quants — a label that encompasses everything from factor funds trading on rules like how cheap a security looks to black-box investing styles that deploy artificial intelligence and alternative data. But while not every fund has thrived in 2022, the end of near-zero rates is proving a boon to a great number of systematic trades.Matt Levine's Money Stuff is what's missing from your inbox.We know you're busy. Let Bloomberg Opinion's Matt Levine unpack all the Wall Street drama for you.Sign up to this newsletterFor equity funds, once-invincible Big Tech shares became laggards this year as rising interest rates made lofty valuations look perilous while formerly underperforming value stocks rebounded. Wider dispersions across stocks helped rules-based managers with diversified market exposures, especially those running long and short trades. A benchmark from research provider PivotalPath shows equity quants posted a 5% return through November, compared to a 1% loss for hedge funds overall.Meanwhile for trend followers and systematic macro funds, inflation fueled big — and sustained — swings across assets from equities to Treasuries, just as discretionary managers struggled to adapt to the end of cheap money.“The removal of the Fed put during 2022 has resulted in significant directional moves in markets,” said Razvan Remsing, director of investment solutions at Aspect Capital. “Some of the best opportunities have materialized on the short side of fixed-income.”Consistent trading patterns from currencies to bonds also helped alternative risk premia strategies — factors across asset classes — gain nearly 4% this year, taking its rebound since end-2020 to 12%, a Societe Generale index shows.It’s still too early to claim that quant managers are roaring back for good. Recently, as markets dialed back expectations for rate hikes on signs that inflation has peaked, this year’s big trends started toreverse, undercutting quant returns.More broadly, the industry famously struggled in the decade of cheap money, stoking persistent concerns that the market has become too efficient for the strategies to work, or that the trades were too crowded.The revival might have come too late, says Antti Suhonen, senior adviser at the hedge-fund consultancy MJ Hudson. He estimates total assets of alternative risk premia strategies, for instance, have dropped as much as 50% since his $200 billion estimate at the end of 2019.“A lot of people have just given up,” Suhonen said, referring to clients. “They’re like: It’s not on my agenda because it hasn’t worked for the last 10 years and yes, this year has been good, but is it just a flash in the pan?”Managed-futures funds – which include trend followers – have drawn $8.7 billion this year after a $13 billion haul in 2021, eVestment data show. Yet fund liquidations still exceeded launches this year – which has been the case for every year since 2015, according to figures from Preqin.The pitch now is that markets are set to remain volatile in the era of ahawkishFederal Reserve. For quants that say their diversified investing methods offer an alternative to traditional strategies like the60/40 portfolio, gains this year are making that an easier sell.“Allocators will need to rethink their allocation,” said Braga at Systematica. “They’ll have to rely on uncorrelated strategies much more. The idea that you can have a 60/40 as a solid baseline is gone forever.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921455653,"gmtCreate":1671117414172,"gmtModify":1676538493464,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921455653","repostId":"1137906061","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921858210,"gmtCreate":1671031493030,"gmtModify":1676538478890,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921858210","repostId":"1132223607","repostType":4,"repost":{"id":"1132223607","pubTimestamp":1671009006,"share":"https://ttm.financial/m/news/1132223607?lang=&edition=fundamental","pubTime":"2022-12-14 17:10","market":"us","language":"en","title":"The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t","url":"https://stock-news.laohu8.com/highlight/detail?id=1132223607","media":"MarketWatch","summary":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its","content":"<html><head></head><body><p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.</p><p>With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.</p><p>The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).</p><p>The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.</p><h2>Better than the media says</h2><p>The CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?</p><p>If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.</p><p>In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.</p><p>But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.</p><p>That is significant progress in the most relevant measure of inflation.</p><h2>The wrong perspective</h2><p>The progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.</p><p>Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.</p><p>The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.</p><h2>Rents still rising as home prices fall</h2><p>Home prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.</p><p>Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.</p><p>With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.</p><p>Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.</p><p>Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.</p><h2>The right perspective</h2><p>The best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.</p><p>“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.</p><p>The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.</p><p>Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.</p><p>We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.</p><p>Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t</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 Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132223607","content_text":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.Better than the media saysThe CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.That is significant progress in the most relevant measure of inflation.The wrong perspectiveThe progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.Rents still rising as home prices fallHome prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.The right perspectiveThe best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929265945,"gmtCreate":1670682199988,"gmtModify":1676538416349,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929265945","repostId":"2290225643","repostType":4,"repost":{"id":"2290225643","pubTimestamp":1670625045,"share":"https://ttm.financial/m/news/2290225643?lang=&edition=fundamental","pubTime":"2022-12-10 06:30","market":"us","language":"en","title":"5 Things to Watch When the Fed Makes Its Interest-Rate Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=2290225643","media":"MarketWatch","summary":"Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a questio","content":"<html><head></head><body><p>Press conference &#39;should be a doozy&#39;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aad22a8da050c6b90f85a45e5aaeff1f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.</span></p><p>During the Federal Reserve&#39;s last battle with high inflation in the 1970s and 1980s, Fed officials didn&#39;t talk much at all publicly. When pressed for information on Capitol Hill about the outlook for the economy and interest rates, former Fed Chairman Paul Volcker would disappear behind a thickening cloud of cigar smoke. (Smoking was allowed at hearings in those days.)</p><p>Forty years later, there will be no ashtrays in sight when Fed Chairman Jerome Powell holds a post-meeting news conference. And investors and economists are going to get a slew of information, not just smoke, from the central bank.</p><p>&#34;After the Fed meeting, it&#39;s going to be like information overload,&#34; said Ryan Sweet, chief U.S. economist at Oxford Economics, in an interview.</p><p>In general, economists expect a hawkish Powell Wednesday.</p><p>Financial conditions have eased since the Fed&#39;s November meeting, which doesn&#39;t help dampen inflation.</p><p>The yield on the 10-year Treasury note  has fallen sharply to 3.49% from 4.21% just after the Fed&#39;s previous policy meeting. The S&amp;P 500 stock-market index  also has gained ground.</p><p><img src=\"https://static.tigerbbs.com/2dbe91cc028bcb156663a9fa874ebf40\" tg-width=\"948\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>&#34;This has been a struggle for this FOMC the whole year,&#34; said Jan Groen, chief U.S. macro strategist at TD Securities, in an interview.</p><p>&#34;Powell had to come out at Jackson Hole with a big speech and we had this super hawkish press conference in November. And then again, they lost control of it. So I think, again, he has to do something similar,&#34; Groen said.</p><p>Here&#39;s a look at what experts will be watching for when the Fed concludes the two-day meeting on Wednesday.</p><h2>Slowing down the pace of rate hikes</h2><p>The Fed is widely expected to slow to to raise its benchmark rate by a half percentage point, a slower pace than the four 0.75 point rate hikes seen since June. This will bring the Fed&#39;s benchmark rate to a range of 4.25%-4.5%.</p><p>While some economists argued that the strong November jobs report put a 0.75 point hike back on the table, most don&#39;t agree. &#34;For all intents and purposes, that ship sailed at the November FOMC meeting ,&#34; said Tim Duy, economist at SGH Macro Advisors. &#34;A June-like adjustment isn&#39;t happening here,&#34; he added, referring to the Fed&#39;s surprising last-minute decision to engineer the first 0.75 percentage point hike.</p><h2>Signaling more hikes to come</h2><p>To keep from sounding dovish with the slower rate hikes, Powell and the Fed will highlight again that rates need to go higher.</p><p>Economists said the Fed will retain a key phrase from the November statement that the central bankers expected &#34;ongoing increases&#34; in the benchmark interest rate.</p><p>Ellen Zentner, chief U.S. economist at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, argued the Fed might change the wording to &#34;some further increase&#34; in the benchmark rate will be appropriate in order to give the Fed flexibility.</p><p>Avery Shenfeld, chief economist of CIBC World Markets, thinks that it is premature for the Fed to soften the wording.</p><p>&#34;When you still have another 50 basis points to go that you&#39;re pretty sure you&#39;re going to do and you might have to do more than that, you&#39;re not going to change the wording,&#34; said Shenfeld, in an interview.</p><p>Shenfeld thinks the Fed can stop hiking at 5% and hold until 2024.</p><h2>How high will rates go and how long will they stay there?</h2><p>In the last &#34;dot plot&#34; in September, the Fed forecast that the top end of its benchmark rate would have a top out at 4.75%.  Groen of TD Securities says the Fed&#39;s new dot plot will push up the terminal rate up, but only slightly to 5%.</p><p>In order to move the median higher, there has to be a really big move in the distribution of the dots, Groen said.</p><p>The key for markets is how many Fed officials pencil in their dot above 5%, Groen said.  In September, no Fed officials projected the terminal rate above 5%.</p><p>Some economists think the Fed might push up the high end of the terminal range to 5.25%.</p><p>In order to try to underline that it intends to hold rates at a high level, the Fed will project no rate cuts in 2023, economists said.</p><h2>More pain on the table</h2><p>With the Fed projecting higher interest rates, economists expect the Fed forecast to reflect more pain for the economy.</p><p>&#34;From 2023-2025, we expect that GDP growth will be revised lower, the unemployment rate will be revised higher and inflation will also be revised lower,&#34; said economists at Bank of America, in a note to clients.</p><p>In September, the Fed projected the unemployment rate would rise to 4.4% in 2023 before slowly coming down. The unemployment rate was 3.7% in November.</p><p>The market needs to see a forecast of softer inflation but not a deep recession, Shenfeld said.</p><p>The market is thinking that inflation is going to come down quickly and that growth will also thinking that the economy will be so weak the Fed will have to come to the rescue, Shenfeld said.</p><h2>Press conference</h2><p>With so many uncertainties facing the Fed, &#34;the press conference is likely to be a doozy,&#34; said Dan North, senior economist at trade credit insurer Allianz Trade North America.</p><p>&#34;The statement is carefully prepared, carefully worded. In the press conference, it is where Powell might reveal more about what the thinking is and therefore might  reveal more about the future path of tightening might be and when there might eventually be a stop and a pivot.&#34;</p><p>&#34;We&#39;re at the precipice now,&#34; with the Fed perhaps not far from stopping, he added.</p><p>One way to measure Powell&#39;s hawkishness is how he talks about the risk of overtightening.</p><p>At his press conference in November,  Powell said that if the Fed were to overtighten, &#34;we could use our tools to support the economy.&#34;</p><p>Then markets took a dovish signal from Powell&#39;s comment a week ago that the central bank didn&#39;t want to overtighten.</p><p>&#34;We should expect a more austere tone in December,&#34; said Krishna Guha, vice chairman of Evercore ISI, in a note to clients.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Watch When the Fed Makes Its Interest-Rate Decision</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\">\n5 Things to Watch When the Fed Makes Its Interest-Rate Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.During the Federal Reserve...</p>\n\n<a href=\"https://www.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290225643","content_text":"Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.During the Federal Reserve's last battle with high inflation in the 1970s and 1980s, Fed officials didn't talk much at all publicly. When pressed for information on Capitol Hill about the outlook for the economy and interest rates, former Fed Chairman Paul Volcker would disappear behind a thickening cloud of cigar smoke. (Smoking was allowed at hearings in those days.)Forty years later, there will be no ashtrays in sight when Fed Chairman Jerome Powell holds a post-meeting news conference. And investors and economists are going to get a slew of information, not just smoke, from the central bank.\"After the Fed meeting, it's going to be like information overload,\" said Ryan Sweet, chief U.S. economist at Oxford Economics, in an interview.In general, economists expect a hawkish Powell Wednesday.Financial conditions have eased since the Fed's November meeting, which doesn't help dampen inflation.The yield on the 10-year Treasury note  has fallen sharply to 3.49% from 4.21% just after the Fed's previous policy meeting. The S&P 500 stock-market index  also has gained ground.\"This has been a struggle for this FOMC the whole year,\" said Jan Groen, chief U.S. macro strategist at TD Securities, in an interview.\"Powell had to come out at Jackson Hole with a big speech and we had this super hawkish press conference in November. And then again, they lost control of it. So I think, again, he has to do something similar,\" Groen said.Here's a look at what experts will be watching for when the Fed concludes the two-day meeting on Wednesday.Slowing down the pace of rate hikesThe Fed is widely expected to slow to to raise its benchmark rate by a half percentage point, a slower pace than the four 0.75 point rate hikes seen since June. This will bring the Fed's benchmark rate to a range of 4.25%-4.5%.While some economists argued that the strong November jobs report put a 0.75 point hike back on the table, most don't agree. \"For all intents and purposes, that ship sailed at the November FOMC meeting ,\" said Tim Duy, economist at SGH Macro Advisors. \"A June-like adjustment isn't happening here,\" he added, referring to the Fed's surprising last-minute decision to engineer the first 0.75 percentage point hike.Signaling more hikes to comeTo keep from sounding dovish with the slower rate hikes, Powell and the Fed will highlight again that rates need to go higher.Economists said the Fed will retain a key phrase from the November statement that the central bankers expected \"ongoing increases\" in the benchmark interest rate.Ellen Zentner, chief U.S. economist at Morgan Stanley, argued the Fed might change the wording to \"some further increase\" in the benchmark rate will be appropriate in order to give the Fed flexibility.Avery Shenfeld, chief economist of CIBC World Markets, thinks that it is premature for the Fed to soften the wording.\"When you still have another 50 basis points to go that you're pretty sure you're going to do and you might have to do more than that, you're not going to change the wording,\" said Shenfeld, in an interview.Shenfeld thinks the Fed can stop hiking at 5% and hold until 2024.How high will rates go and how long will they stay there?In the last \"dot plot\" in September, the Fed forecast that the top end of its benchmark rate would have a top out at 4.75%.  Groen of TD Securities says the Fed's new dot plot will push up the terminal rate up, but only slightly to 5%.In order to move the median higher, there has to be a really big move in the distribution of the dots, Groen said.The key for markets is how many Fed officials pencil in their dot above 5%, Groen said.  In September, no Fed officials projected the terminal rate above 5%.Some economists think the Fed might push up the high end of the terminal range to 5.25%.In order to try to underline that it intends to hold rates at a high level, the Fed will project no rate cuts in 2023, economists said.More pain on the tableWith the Fed projecting higher interest rates, economists expect the Fed forecast to reflect more pain for the economy.\"From 2023-2025, we expect that GDP growth will be revised lower, the unemployment rate will be revised higher and inflation will also be revised lower,\" said economists at Bank of America, in a note to clients.In September, the Fed projected the unemployment rate would rise to 4.4% in 2023 before slowly coming down. The unemployment rate was 3.7% in November.The market needs to see a forecast of softer inflation but not a deep recession, Shenfeld said.The market is thinking that inflation is going to come down quickly and that growth will also thinking that the economy will be so weak the Fed will have to come to the rescue, Shenfeld said.Press conferenceWith so many uncertainties facing the Fed, \"the press conference is likely to be a doozy,\" said Dan North, senior economist at trade credit insurer Allianz Trade North America.\"The statement is carefully prepared, carefully worded. In the press conference, it is where Powell might reveal more about what the thinking is and therefore might  reveal more about the future path of tightening might be and when there might eventually be a stop and a pivot.\"\"We're at the precipice now,\" with the Fed perhaps not far from stopping, he added.One way to measure Powell's hawkishness is how he talks about the risk of overtightening.At his press conference in November,  Powell said that if the Fed were to overtighten, \"we could use our tools to support the economy.\"Then markets took a dovish signal from Powell's comment a week ago that the central bank didn't want to overtighten.\"We should expect a more austere tone in December,\" said Krishna Guha, vice chairman of Evercore ISI, in a note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920235561,"gmtCreate":1670499195053,"gmtModify":1676538380642,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920235561","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=fundamental","pubTime":"2022-12-08 23:39","market":"hk","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 China Stocks That Could Rebound in 2023, According to Analysts</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 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW","JD":"京东","09988":"阿里巴巴-W","PDD":"拼多多"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920940358,"gmtCreate":1670424617275,"gmtModify":1676538365160,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9920940358","repostId":"1181712898","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967218164,"gmtCreate":1670334575158,"gmtModify":1676538345976,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967218164","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVAV":"AeroVironment公司","BZUN":"宝尊电商","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964494481,"gmtCreate":1670197600543,"gmtModify":1676538316745,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964494481","repostId":"1114516840","repostType":4,"repost":{"id":"1114516840","pubTimestamp":1670123489,"share":"https://ttm.financial/m/news/1114516840?lang=&edition=fundamental","pubTime":"2022-12-04 11:11","market":"us","language":"en","title":"China Traders Hunt for Long-Term Reopening Winners After Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1114516840","media":"Bloomberg","summary":"As China’s reopening starts totake shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing ","content":"<html><head></head><body><p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.</p><p>Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.</p><p>“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”</p><p><img src=\"https://static.tigerbbs.com/903800956a252edd0dfc394993bf60aa\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.</p><p>Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.</p><h2>‘First Shot’</h2><p>“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”</p><p>Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.</p><p>The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.</p><p><img src=\"https://static.tigerbbs.com/bae5c874a8add4438d30ace4703d896e\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.</p><p>For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.</p><p>Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.</p><h2>Sportswear, Cars</h2><p>More broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.</p><p>Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”</p><p>To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.</p><p>“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.</p><h2>Long Game</h2><p>All said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.</p><p>“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.</p><p>“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”</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>China Traders Hunt for Long-Term Reopening Winners After Frenzy</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\">\nChina Traders Hunt for Long-Term Reopening Winners After Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114516840","content_text":"As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.‘First Shot’“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.Sportswear, CarsMore broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.Long GameAll said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964808857,"gmtCreate":1670116638979,"gmtModify":1676538304174,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586678960137089","idStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964808857","repostId":"1139369171","repostType":4,"repost":{"id":"1139369171","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":1669994408,"share":"https://ttm.financial/m/news/1139369171?lang=&edition=fundamental","pubTime":"2022-12-02 23:20","market":"us","language":"en","title":"Hot Chinese ADRs Continued to Fly Higher in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139369171","media":"Tiger Newspress","summary":"Hot Chinese ADRs continued to fly higher in morning trading.XPeng surged over 26%; Bilibili rose ove","content":"<html><head></head><body><p>Hot Chinese ADRs continued to fly higher in morning trading.</p><p>XPeng surged over 26%; Bilibili rose over 15%; Nio rose over 8%; Alibaba jumped over 5%.</p><p><img src=\"https://static.tigerbbs.com/799196250b5195ed5aed4bce873afc80\" tg-width=\"487\" tg-height=\"790\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Continued to Fly Higher in Morning 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\">\nHot Chinese ADRs Continued to Fly Higher in Morning 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\">2022-12-02 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs continued to fly higher in morning trading.</p><p>XPeng surged over 26%; Bilibili rose over 15%; Nio rose over 8%; Alibaba jumped over 5%.</p><p><img src=\"https://static.tigerbbs.com/799196250b5195ed5aed4bce873afc80\" tg-width=\"487\" tg-height=\"790\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","BABA":"阿里巴巴","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139369171","content_text":"Hot Chinese ADRs continued to fly higher in morning trading.XPeng surged over 26%; Bilibili rose over 15%; Nio rose over 8%; Alibaba jumped over 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9922547854,"gmtCreate":1671809726078,"gmtModify":1676538597607,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922547854","repostId":"2293557321","repostType":4,"repost":{"id":"2293557321","pubTimestamp":1671782584,"share":"https://ttm.financial/m/news/2293557321?lang=&edition=fundamental","pubTime":"2022-12-23 16:03","market":"us","language":"en","title":"Tesla: Elon Musk, Bring The Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=2293557321","media":"Seeking Alpha","summary":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The twee","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.</li><li>The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.</li><li>Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver&#39;s seat for all things EV.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><h2>Tesla rocket finally coming back down to earth</h2><p>Tesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The &#34;it&#39;s the future, bro&#34; arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.</p><p>However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I&#39;m starting to change my mind about Tesla. I still don&#39;t buy into the revenue and earnings projections outside of the electric vehicle (&#34;EV&#34;) segment, but based on the EV segment alone, I&#39;m beginning to like the numbers.</p><p>I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.</p><p>I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.</p><h2>Nice dip</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30f55c37c8c36334719ebe5c4c3d734\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.</p><h2>Something seems different this time.</h2><p>One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It&#39;s possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.</p><p>To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the &#34;salad oil&#34; scandal.</p><p>Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.</p><h2>Boots on the ground</h2><p>It&#39;s been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.</p><p>At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.</p><p>This is simply one man&#39;s Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don&#39;t need to reconfigure existing internal combustion engine (&#34;ICE&#34;) operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.</p><h2>Twitter time</h2><p>Then came October, and Musk closed on the Twitter deal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/107862bddcfd4ae7525a37da59e825ee\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>From late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla&#39;s captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.</p><h2>Value</h2><p>For growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f653e63545af4f23fa18645c3cb4d8ff\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Looking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That&#39;s a hot number, and one of the primary catalysts in the share price ascension. When I say &#34;hot,&#34;, I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn&#39;t happen for long periods. Thus, taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.</p><h2>The balance sheet</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f1ce94535378da2e5ea5fecdffc1d\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Tesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.</p><h2>Balance sheet trends</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc7a7ace018dc9badcaf9690b3c5f74\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>A positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla&#39;s case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c440fb210a511c5fce6260696d814fce\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>We also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.</p><h2>Plant growth</h2><p>Another Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.</p><p>Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.</p><h2>Industry trends</h2><p>The inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.</p><p>Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fec1be0b52fd21d61e8cecdc30ab63\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>evadoption.com</span></p><p>Tesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there&#39;s still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn&#39;t get any more optimistic than that, but with Tesla&#39;s superior margins, that would be enough to satisfy my appetite.</p><h2>Catalysts</h2><p>The most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.</p><h2>Risks</h2><p>Risks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don&#39;t be surprised if Musk is able to create a share discount all by himself even if all other items execute.</p><h2>Conclusion</h2><p>I would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla&#39;s competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla&#39;s income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.</p><p>Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.</p><p><i>This article is written by Brett Ashcroft Green for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Elon Musk, Bring The Pain</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; 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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\">\nTesla: Elon Musk, Bring The Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4099":"汽车制造商","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293557321","content_text":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver's seat for all things EV.Xiaolu ChuTesla rocket finally coming back down to earthTesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The \"it's the future, bro\" arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I'm starting to change my mind about Tesla. I still don't buy into the revenue and earnings projections outside of the electric vehicle (\"EV\") segment, but based on the EV segment alone, I'm beginning to like the numbers.I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.Nice dipseeking alpha50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.Something seems different this time.One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It's possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the \"salad oil\" scandal.Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.Boots on the groundIt's been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.This is simply one man's Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don't need to reconfigure existing internal combustion engine (\"ICE\") operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.Twitter timeThen came October, and Musk closed on the Twitter deal:yahoo financeFrom late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla's captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.ValueFor growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.yahoo financeLooking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That's a hot number, and one of the primary catalysts in the share price ascension. When I say \"hot,\", I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn't happen for long periods. Thus, taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.The balance sheetyahoo financeTesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.Balance sheet trendsseeking alphaA positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla's case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.yahoo financeWe also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.Plant growthAnother Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.Industry trendsThe inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.evadoption.comTesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there's still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn't get any more optimistic than that, but with Tesla's superior margins, that would be enough to satisfy my appetite.CatalystsThe most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.RisksRisks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don't be surprised if Musk is able to create a share discount all by himself even if all other items execute.ConclusionI would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla's competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla's income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.This article is written by Brett Ashcroft Green for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922547195,"gmtCreate":1671809720217,"gmtModify":1676538597604,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922547195","repostId":"2293557321","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961473237,"gmtCreate":1669038064530,"gmtModify":1676538142864,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961473237","repostId":"1154988854","repostType":4,"repost":{"id":"1154988854","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":1669035125,"share":"https://ttm.financial/m/news/1154988854?lang=&edition=fundamental","pubTime":"2022-11-21 20:52","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Decline; Disney Jumps; One Company Share Price Doubles","url":"https://stock-news.laohu8.com/highlight/detail?id=1154988854","media":"Tiger Newspress","summary":"U.S. stock index futures declined on Monday as COVID-19 flare ups in China added to concerns about slowing growth, while Disney shares jumped as investors cheered Bob Iger's surprise comeback as chief","content":"<html><head></head><body><p>U.S. stock index futures declined on Monday as COVID-19 flare ups in China added to concerns about slowing growth, while Disney shares jumped as investors cheered Bob Iger&#39;s surprise comeback as chief executive.</p><p>Attention turns to Wednesday&#39;s release of minutes from the U.S. Federal Reserve&#39;s November meeting after some officials reiterated the central bank&#39;s pledge to continue monetary policy tightening until inflation was in check, in part pushing the three main indexes lower on Friday.</p><h2>Market Snapshot</h2><p>At 7:45 a.m. ET, Dow e-minis were down 63 points, or 0.19%, S&amp;P 500 e-minis were down 20 points, or 0.5%, and Nasdaq 100 e-minis were down 90 points, or 0.77%.</p><p><img src=\"https://static.tigerbbs.com/e51ac585177f285e5f161505b68968a9\" tg-width=\"386\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Walt Disney (DIS)</b> – Walt Disney rallied 8.5% in premarket trading after the weekend announcement that former Chairman and CEO Bob Iger is returning as chief executive, replacing Bob Chapek. The executive suite change follows a slide in Disney&#39;s stock price and weaker-than-expected profits.</p><p><b>Carvana (CVNA)</b> – Carvana fell 5.1% in the premarket after The Wall Street Journal quoted analysts as saying the online used car retailer could run out of cash within a year. Carvan aannounced Friday that it was laying off about 1,500 workers.</p><p><b>Coinbase (COIN)</b> – Coinbase slid 6.2% in premarket trading, with the cryptocurrency exchange’s shares falling in the wake of rival FTX’s bankruptcy. A Bank of America analyst said Coinbase is not another FTX, but faces headwinds amid overall skepticism about the cryptocurrency market.</p><p><b>J.M. Smucker (SJM)</b> – The food producer’s stock rose 1% in the premarket after beating Wall Street’s top and bottom line estimates for its latest quarter. The company behind brands like Smucker’s, Folgers, Jif and Milk-bone also raised its full-year forecast.</p><p><b>China stocks</b> – Shares of China-based companies are under pressure after three Covid-related deaths were reported in Beijing over the weekend, the first reported since May. The overall number of Covid cases in China is on the rise as well. <b>Alibaba (BABA)</b> fell 3.2% in premarket trading, <b>JD.com (JD)</b> dropped 5.2%, <b>Baidu (BIDU)</b> lost 2.5% and <b>Pinduoduo (PDD)</b> slid 2.6%.</p><p><b>Imago BioSciences (IMGO) </b>– The cancer drug developer agreed to be bought by <b>Merck (MRK)</b> in a deal valued at $1.35 billion, or $36 per share in cash. Imago soared 104.3% in the premarket.</p><p><b>Williams-Sonoma (WSM)</b> – The housewares retailer’s stock fell 1.9% in premarket trading after Barclays downgraded it to “equal weight” from “overweight,” pointing to the negative impact of a weakening housing market.</p><p><b>MongoDB (MDB)</b> – The database platform provider’s stock was downgraded to “equal-weight” from “overweight” at Morgan Stanley. The firm said it is upbeat about MongoDB’s long-term prospects but predicts the company will be impacted in the near term by a cautious corporate spending environment. MongoDB fell 3.9% in the premarket.</p><h2>Market News</h2><h3>Trump Snubs Twitter After Musk Announces Reactivation of Ex-President&#39;s Account</h3><p>Donald Trump on Saturday said he had no interest in returning to Twitter even as a slim majority voted in favor of reinstating the former U.S. president, who was banned from the social media service for inciting violence, in a poll organized by new owner Elon Musk.</p><h3>Disney Ousts Chapek, Iger Returns as CEO</h3><p>Walt Disney Co.’s board of directors on Sunday night replaced Chief Executive Bob Chapek with Robert Iger, the company’s former chairman and CEO who left the company at the end of last year, according to a company announcement.</p><p>“The board has concluded that as Disney increase; green up pointing triangle embarks on an increasingly complex period of industry transformation, Bob Iger is uniquely situated to lead the company through this pivotal period,” said Susan Arnold, chairman of Disney’s board, in a statement.</p><h3>TSMC Planning Advanced Chip Production in Arizona, Says Company&#39;s Founder</h3><p>Taiwanese chipmaker TSMC is planning to produce chips with advanced 3-nanometre technology at its new factory in the U.S. state of Arizona but the plans are not completely finalised yet, the company&#39;s founder Morris Chang said on Monday.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , a major Apple Inc supplier and the world&#39;s largest contract chipmaker, is constructing a $12 billion plant in Arizona.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The executive suite change follows a slide in Disney&#39;s stock price and weaker-than-expected profits.</p><p><b>Carvana (CVNA)</b> – Carvana fell 5.1% in the premarket after The Wall Street Journal quoted analysts as saying the online used car retailer could run out of cash within a year. Carvan aannounced Friday that it was laying off about 1,500 workers.</p><p><b>Coinbase (COIN)</b> – Coinbase slid 6.2% in premarket trading, with the cryptocurrency exchange’s shares falling in the wake of rival FTX’s bankruptcy. A Bank of America analyst said Coinbase is not another FTX, but faces headwinds amid overall skepticism about the cryptocurrency market.</p><p><b>J.M. Smucker (SJM)</b> – The food producer’s stock rose 1% in the premarket after beating Wall Street’s top and bottom line estimates for its latest quarter. The company behind brands like Smucker’s, Folgers, Jif and Milk-bone also raised its full-year forecast.</p><p><b>China stocks</b> – Shares of China-based companies are under pressure after three Covid-related deaths were reported in Beijing over the weekend, the first reported since May. The overall number of Covid cases in China is on the rise as well. <b>Alibaba (BABA)</b> fell 3.2% in premarket trading, <b>JD.com (JD)</b> dropped 5.2%, <b>Baidu (BIDU)</b> lost 2.5% and <b>Pinduoduo (PDD)</b> slid 2.6%.</p><p><b>Imago BioSciences (IMGO) </b>– The cancer drug developer agreed to be bought by <b>Merck (MRK)</b> in a deal valued at $1.35 billion, or $36 per share in cash. Imago soared 104.3% in the premarket.</p><p><b>Williams-Sonoma (WSM)</b> – The housewares retailer’s stock fell 1.9% in premarket trading after Barclays downgraded it to “equal weight” from “overweight,” pointing to the negative impact of a weakening housing market.</p><p><b>MongoDB (MDB)</b> – The database platform provider’s stock was downgraded to “equal-weight” from “overweight” at Morgan Stanley. The firm said it is upbeat about MongoDB’s long-term prospects but predicts the company will be impacted in the near term by a cautious corporate spending environment. MongoDB fell 3.9% in the premarket.</p><h2>Market News</h2><h3>Trump Snubs Twitter After Musk Announces Reactivation of Ex-President&#39;s Account</h3><p>Donald Trump on Saturday said he had no interest in returning to Twitter even as a slim majority voted in favor of reinstating the former U.S. president, who was banned from the social media service for inciting violence, in a poll organized by new owner Elon Musk.</p><h3>Disney Ousts Chapek, Iger Returns as CEO</h3><p>Walt Disney Co.’s board of directors on Sunday night replaced Chief Executive Bob Chapek with Robert Iger, the company’s former chairman and CEO who left the company at the end of last year, according to a company announcement.</p><p>“The board has concluded that as Disney increase; green up pointing triangle embarks on an increasingly complex period of industry transformation, Bob Iger is uniquely situated to lead the company through this pivotal period,” said Susan Arnold, chairman of Disney’s board, in a statement.</p><h3>TSMC Planning Advanced Chip Production in Arizona, Says Company&#39;s Founder</h3><p>Taiwanese chipmaker TSMC is planning to produce chips with advanced 3-nanometre technology at its new factory in the U.S. state of Arizona but the plans are not completely finalised yet, the company&#39;s founder Morris Chang said on Monday.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , a major Apple Inc supplier and the world&#39;s largest contract chipmaker, is constructing a $12 billion plant in Arizona.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BABA":"阿里巴巴","TWTR":"Twitter","DIS":"迪士尼",".SPX":"S&P 500 Index","PDD":"拼多多","COIN":"Coinbase Global, Inc.","JD":"京东","WSM":"Williams-Sonoma Inc","IMGO":"Imago BioSciences, Inc.","MDB":"MongoDB Inc.","TSM":"台积电","CVNA":"Carvana Co.",".DJI":"道琼斯","SJM":"斯马克","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154988854","content_text":"U.S. stock index futures declined on Monday as COVID-19 flare ups in China added to concerns about slowing growth, while Disney shares jumped as investors cheered Bob Iger's surprise comeback as chief executive.Attention turns to Wednesday's release of minutes from the U.S. Federal Reserve's November meeting after some officials reiterated the central bank's pledge to continue monetary policy tightening until inflation was in check, in part pushing the three main indexes lower on Friday.Market SnapshotAt 7:45 a.m. ET, Dow e-minis were down 63 points, or 0.19%, S&P 500 e-minis were down 20 points, or 0.5%, and Nasdaq 100 e-minis were down 90 points, or 0.77%.Pre-Market MoversWalt Disney (DIS) – Walt Disney rallied 8.5% in premarket trading after the weekend announcement that former Chairman and CEO Bob Iger is returning as chief executive, replacing Bob Chapek. The executive suite change follows a slide in Disney's stock price and weaker-than-expected profits.Carvana (CVNA) – Carvana fell 5.1% in the premarket after The Wall Street Journal quoted analysts as saying the online used car retailer could run out of cash within a year. Carvan aannounced Friday that it was laying off about 1,500 workers.Coinbase (COIN) – Coinbase slid 6.2% in premarket trading, with the cryptocurrency exchange’s shares falling in the wake of rival FTX’s bankruptcy. A Bank of America analyst said Coinbase is not another FTX, but faces headwinds amid overall skepticism about the cryptocurrency market.J.M. Smucker (SJM) – The food producer’s stock rose 1% in the premarket after beating Wall Street’s top and bottom line estimates for its latest quarter. The company behind brands like Smucker’s, Folgers, Jif and Milk-bone also raised its full-year forecast.China stocks – Shares of China-based companies are under pressure after three Covid-related deaths were reported in Beijing over the weekend, the first reported since May. The overall number of Covid cases in China is on the rise as well. Alibaba (BABA) fell 3.2% in premarket trading, JD.com (JD) dropped 5.2%, Baidu (BIDU) lost 2.5% and Pinduoduo (PDD) slid 2.6%.Imago BioSciences (IMGO) – The cancer drug developer agreed to be bought by Merck (MRK) in a deal valued at $1.35 billion, or $36 per share in cash. Imago soared 104.3% in the premarket.Williams-Sonoma (WSM) – The housewares retailer’s stock fell 1.9% in premarket trading after Barclays downgraded it to “equal weight” from “overweight,” pointing to the negative impact of a weakening housing market.MongoDB (MDB) – The database platform provider’s stock was downgraded to “equal-weight” from “overweight” at Morgan Stanley. The firm said it is upbeat about MongoDB’s long-term prospects but predicts the company will be impacted in the near term by a cautious corporate spending environment. MongoDB fell 3.9% in the premarket.Market NewsTrump Snubs Twitter After Musk Announces Reactivation of Ex-President's AccountDonald Trump on Saturday said he had no interest in returning to Twitter even as a slim majority voted in favor of reinstating the former U.S. president, who was banned from the social media service for inciting violence, in a poll organized by new owner Elon Musk.Disney Ousts Chapek, Iger Returns as CEOWalt Disney Co.’s board of directors on Sunday night replaced Chief Executive Bob Chapek with Robert Iger, the company’s former chairman and CEO who left the company at the end of last year, according to a company announcement.“The board has concluded that as Disney increase; green up pointing triangle embarks on an increasingly complex period of industry transformation, Bob Iger is uniquely situated to lead the company through this pivotal period,” said Susan Arnold, chairman of Disney’s board, in a statement.TSMC Planning Advanced Chip Production in Arizona, Says Company's FounderTaiwanese chipmaker TSMC is planning to produce chips with advanced 3-nanometre technology at its new factory in the U.S. state of Arizona but the plans are not completely finalised yet, the company's founder Morris Chang said on Monday.Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , a major Apple Inc supplier and the world's largest contract chipmaker, is constructing a $12 billion plant in Arizona.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914983237,"gmtCreate":1665156440229,"gmtModify":1676537566063,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9914983237","repostId":"2273353808","repostType":4,"repost":{"id":"2273353808","pubTimestamp":1665131479,"share":"https://ttm.financial/m/news/2273353808?lang=&edition=fundamental","pubTime":"2022-10-07 16:31","market":"us","language":"en","title":"3 Dow Stocks to Buy More of in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2273353808","media":"Motley Fool","summary":"You'll want to hold on to these players for the long term.","content":"<html><head></head><body><p>As you know, the stock market is a difficult place these days. The <b>Dow Jones Industrial Average</b> slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.</p><p>Now, let&#39;s move on to the good news. Many of today&#39;s decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you&#39;ll want to consider buying more of these players -- and at bargain prices -- in October. Let&#39;s take a look at three with major brand strength.</p><h2>1. Disney</h2><p><b>Walt Disney</b> has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.</p><p>Disney operates the world&#39;s most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That&#39;s up 70% year over year. And this represents about a third of Disney&#39;s total $21.5 billion in revenue for the quarter.</p><p>Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.</p><p>Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney&#39;s streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.</p><p>So, there are plenty of catalysts to drive Disney share gains over time.</p><h2>2. Procter &amp; Gamble</h2><p><b>Procter &amp; Gamble</b> is another company with brand strength. P&amp;G is the maker of many brands you&#39;re probably very familiar with, such as Bounty paper towels and Tide laundry detergent.</p><p>Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29b321e1d900b8deb13f6ddc706492c6\" tg-width=\"720\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/><span>PG Revenue (Annual) data by YCharts</span></p><p>P&amp;G has the advantage of selling items people can&#39;t avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&amp;G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.</p><p>P&amp;G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn&#39;t change the overall demand for P&amp;G&#39;s products or earnings potential farther down the road.</p><p>It&#39;s also important to note that P&amp;G is a Dividend King. That means it&#39;s lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.</p><h2>3. Nike</h2><p><b>Nike</b> has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.</p><p>But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.</p><p>For example, Nike&#39;s 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that&#39;s about 20 years after the retirement of basketball legend Michael Jordan. It&#39;s clear this brand has plenty of growth potential ahead.</p><p>Nike&#39;s progress in the booming area of e-commerce is also a big plus. The company&#39;s digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike&#39;s overall sales rose 10% in the most recent quarter.</p><p>Nike&#39;s strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that&#39;s why buying more of the shares today -- while they&#39;re down -- is a great idea.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks to Buy More of in October</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 Dow Stocks to Buy More of in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PG":"宝洁","NKE":"耐克"},"source_url":"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273353808","content_text":"As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.Now, let's move on to the good news. Many of today's decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you'll want to consider buying more of these players -- and at bargain prices -- in October. Let's take a look at three with major brand strength.1. DisneyWalt Disney has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.Disney operates the world's most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That's up 70% year over year. And this represents about a third of Disney's total $21.5 billion in revenue for the quarter.Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney's streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.So, there are plenty of catalysts to drive Disney share gains over time.2. Procter & GambleProcter & Gamble is another company with brand strength. P&G is the maker of many brands you're probably very familiar with, such as Bounty paper towels and Tide laundry detergent.Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.PG Revenue (Annual) data by YChartsP&G has the advantage of selling items people can't avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.P&G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn't change the overall demand for P&G's products or earnings potential farther down the road.It's also important to note that P&G is a Dividend King. That means it's lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.3. NikeNike has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.For example, Nike's 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that's about 20 years after the retirement of basketball legend Michael Jordan. It's clear this brand has plenty of growth potential ahead.Nike's progress in the booming area of e-commerce is also a big plus. The company's digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike's overall sales rose 10% in the most recent quarter.Nike's strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that's why buying more of the shares today -- while they're down -- is a great idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041940522,"gmtCreate":1655998871666,"gmtModify":1676535748007,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041940522","repostId":"1179074138","repostType":4,"repost":{"id":"1179074138","pubTimestamp":1655988979,"share":"https://ttm.financial/m/news/1179074138?lang=&edition=fundamental","pubTime":"2022-06-23 20:56","market":"us","language":"en","title":"2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1179074138","media":"Motley Fool","summary":"Investors should be careful with these two stocks.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tilray&#39;s focus on growth at all costs could set the company up for some serious challenges down the road.</li><li>Tesla&#39;s business is facing challenges amid inflation, which doesn&#39;t make its high-priced stock look too attractive.</li></ul><p>The Nasdaq has fallen more than 30% since the start of 2022. It has been an abysmal year for many once-promising growth stocks. And while the correction has created some attractive buying opportunities, for some stocks, this is a long-overdue adjustment in price.</p><p>A few stocks I wouldn&#39;t consider buying on this dip include cannabis producer <b>Tilray</b> and electric vehicle maker <b>Tesla</b>. Although these are two growth-oriented businesses that may appear to have significant potential, they also come with considerable risks.</p><p><b>1. Tilray</b></p><p>After its deal to acquire low-cost cannabis producer Aphria closed last year, Tilray looked to easily be the top Canadian marijuana company to invest in. But much has changed since then, and the stock has fallen by more than 50% this year.</p><p>In a bid to expand its market share and hit an overly aggressive sales target of $4 billion in revenue by 2024, Tilray has taken on some riskier acquisitions. Last year, it took a stake in convertible notes for multi-state marijuana producer <b>MedMen Enterprises</b>, which it will likely convert once the U.S. government legalizes pot (that could still be years away from happening). MedMen is an unprofitable, cash-burning business that could just saddle Tilray with problems.</p><p>Earlier this year, Tilray also announced a similar move in acquiring the senior notes of <b>HEXO</b> (which include the ability to convert into equity), a Canadian marijuana company that is in just as bad shape as MedMen. HEXO has its own unimpressive track record for making aggressive bad buys. Last year, it acquired pot producer Zenabis in a move that then-CEO Sebastien St-Louis said would &#34;strengthen our domestic brands.&#34; Fast-forward 12 months and Zenabis is now seeking creditor protection.</p><p>Tilray&#39;s business is full of potential headaches for investors. Sales growth has been stagnant in recent quarters, and if Tilray does end up taking equity positions in HEXO and MedMen, that may not be a net positive for investors.</p><p><b>2. Tesla</b></p><p>Automaker Tesla is in a better spot than Tilray in that it doesn&#39;t need to invest in troubled businesses in order to grow. But that doesn&#39;t mean that it won&#39;t face challenges this year. Down 33% year to date, shares of Tesla are inching closer to their 52-week low of $608.88. But even with the drop in price, the stock continues to trade at a whopping 97 times its profits. Car manufacturers <b>Ford Motor Company</b>and <b>General Motors</b> trade at multiples of just four and five, respectively.</p><p>Tesla likely won&#39;t trade at those kinds of multiples anytime soon, given its disruptive nature and the hype surrounding its vehicles. But there&#39;s still significant room for the stock to fall heavily in value to reach a more reasonable valuation; even fast-growing tech stocks in the <b>Technology Select Sector SPDR Fund</b> average an earnings multiple of just 22.</p><p>The positive is that the company has achieved impressive growth of late, with sales of $18.8 billion through the first three months of the year, up 81% from the prior-year period. That has resulted in net income growth of 658%.</p><p>However, the danger that lies ahead is that inflation could hurt demand. And Tesla is raising its prices for all of its models, which won&#39;t make it any easier for consumers to afford its vehicles. The company has also cut staff, which could be a sign of waning demand. Plus it&#39;s facing headwinds in China due to COVID-19 policies that are destroying sales in that part of the world.</p><p>All this has the potential to make for an underwhelming year ahead for Tesla. Although the stock may look like a cheap buy on the dip, there&#39;s still too much risk here to make it a tenable investment right now. This could be the start of a much longer-term correction in the stock&#39;s astronomically high valuation.</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 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Crashing Nasdaq Stocks That You Shouldn't Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 20:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTilray's focus on growth at all costs could set the company up for some serious challenges down the road.Tesla's business is facing challenges amid inflation, which doesn't make its high-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/23/2-crashing-nasdaq-stocks-that-you-shouldnt-buy-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179074138","content_text":"KEY POINTSTilray's focus on growth at all costs could set the company up for some serious challenges down the road.Tesla's business is facing challenges amid inflation, which doesn't make its high-priced stock look too attractive.The Nasdaq has fallen more than 30% since the start of 2022. It has been an abysmal year for many once-promising growth stocks. And while the correction has created some attractive buying opportunities, for some stocks, this is a long-overdue adjustment in price.A few stocks I wouldn't consider buying on this dip include cannabis producer Tilray and electric vehicle maker Tesla. Although these are two growth-oriented businesses that may appear to have significant potential, they also come with considerable risks.1. TilrayAfter its deal to acquire low-cost cannabis producer Aphria closed last year, Tilray looked to easily be the top Canadian marijuana company to invest in. But much has changed since then, and the stock has fallen by more than 50% this year.In a bid to expand its market share and hit an overly aggressive sales target of $4 billion in revenue by 2024, Tilray has taken on some riskier acquisitions. Last year, it took a stake in convertible notes for multi-state marijuana producer MedMen Enterprises, which it will likely convert once the U.S. government legalizes pot (that could still be years away from happening). MedMen is an unprofitable, cash-burning business that could just saddle Tilray with problems.Earlier this year, Tilray also announced a similar move in acquiring the senior notes of HEXO (which include the ability to convert into equity), a Canadian marijuana company that is in just as bad shape as MedMen. HEXO has its own unimpressive track record for making aggressive bad buys. Last year, it acquired pot producer Zenabis in a move that then-CEO Sebastien St-Louis said would \"strengthen our domestic brands.\" Fast-forward 12 months and Zenabis is now seeking creditor protection.Tilray's business is full of potential headaches for investors. Sales growth has been stagnant in recent quarters, and if Tilray does end up taking equity positions in HEXO and MedMen, that may not be a net positive for investors.2. TeslaAutomaker Tesla is in a better spot than Tilray in that it doesn't need to invest in troubled businesses in order to grow. But that doesn't mean that it won't face challenges this year. Down 33% year to date, shares of Tesla are inching closer to their 52-week low of $608.88. But even with the drop in price, the stock continues to trade at a whopping 97 times its profits. Car manufacturers Ford Motor Companyand General Motors trade at multiples of just four and five, respectively.Tesla likely won't trade at those kinds of multiples anytime soon, given its disruptive nature and the hype surrounding its vehicles. But there's still significant room for the stock to fall heavily in value to reach a more reasonable valuation; even fast-growing tech stocks in the Technology Select Sector SPDR Fund average an earnings multiple of just 22.The positive is that the company has achieved impressive growth of late, with sales of $18.8 billion through the first three months of the year, up 81% from the prior-year period. That has resulted in net income growth of 658%.However, the danger that lies ahead is that inflation could hurt demand. And Tesla is raising its prices for all of its models, which won't make it any easier for consumers to afford its vehicles. The company has also cut staff, which could be a sign of waning demand. Plus it's facing headwinds in China due to COVID-19 policies that are destroying sales in that part of the world.All this has the potential to make for an underwhelming year ahead for Tesla. Although the stock may look like a cheap buy on the dip, there's still too much risk here to make it a tenable investment right now. This could be the start of a much longer-term correction in the stock's astronomically high valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926533846,"gmtCreate":1671580887585,"gmtModify":1676538558422,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926533846","repostId":"2292358423","repostType":4,"repost":{"id":"2292358423","pubTimestamp":1671601834,"share":"https://ttm.financial/m/news/2292358423?lang=&edition=fundamental","pubTime":"2022-12-21 13:50","market":"us","language":"en","title":"2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2292358423","media":"Motley Fool","summary":"These two stocks have delivered eye-popping returns in the past.","content":"<html><head></head><body><p>Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it&#39;s a motivator that keeps you investing. And in the long run, that&#39;s how real success happens.</p><p>Needless to say, 2022 hasn&#39;t been a great year for 100% gainers. The major market indexes, like the <b>S&amp;P 500</b>, the <b>Nasdaq Composite</b>, and the <b>Dow Jones Industrial Average</b> are set to finish 2022 in the red.</p><p>However, the stock market won&#39;t stay down forever. When it inevitably recovers, some stocks could soar. Here are two that can turn $500,000 into $1 million by 2025.</p><h2>1. <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></h2><p>My first pick to double by 2025 is <b>Adobe</b>. This software company sits at the intersection of creativity and productivity, which is essential in today&#39;s digital economy.</p><p>More than ever before, organizations must create digital materials that are illuminating, specialized, and captivating. Adobe&#39;s suite of products, including, Acrobat, Photoshop, Creative Cloud, and many others, helps organizations achieve exactly that.</p><p>In its most recent quarter (the three months ending on Dec. 1, 2022), Adobe&#39;s revenue jumped to $4.5 billion, up 10% from a year earlier. Earnings per share (EPS) came in slightly ahead of analyst estimates at $3.60, despite currency headwinds due to the strong U.S. dollar.</p><p>Recent results are proof that Adobe&#39;s business isn&#39;t drying up, as many had feared. Nevertheless, shares are down 40% year to date.</p><p>However, if the company can continue to deliver solid results over the next two years, a double isn&#39;t out of the question. Simply look at what Adobe stock did from December 2019 to December 2021. Shares moved higher by more than 100% over those two years, as sales surged from $11.2 billion to $15.8 billion.</p><p><img src=\"https://static.tigerbbs.com/606dd7512e8b017e70a317badd406294\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>ADBE data by YCharts</p><p>Looking ahead, Wall Street thinks Adobe is a prime candidate to lead the market higher. Of the 31 analysts who cover the stock, 25 rate Adobe as a &#34;strong buy&#34; or &#34;buy,&#34; with none rating it worse than a &#34;hold.&#34; The average price target is $373, almost 10% above its current price.</p><p>If the company continues to deliver solid earnings reports, like the one from last week, I think shares can double by 2025.</p><h2>2. Lululemon</h2><p>My second stock capable of doubling in value over the next two years is <b>Lululemon</b>. And part of the reason why is that Lululemon has pulled this off before.</p><p>If you had invested $500,000 in <b>Lululemon</b> in December 2019, that amount would have grown to $993,000 by December 2021 -- just shy of a 100% return in precisely two years.</p><p>Lululemon is an athleticwear retailer. The company sells men&#39;s and women&#39;s clothing, shoes, and accessories via more than 600 physical stores and its website.</p><p>In its most recent quarter (the three months ending on Oct. 29, 2022), Lululemon recorded about $1.9 billion of revenue, up 28% year over year. Moreover, earnings per share grew to $2, up from $1.44 a year earlier.</p><p>Lululemon&#39;s recent results show that the company is executing on its so-called &#34;Power of 3 x2&#34; growth plan. This is management&#39;s strategy to double its annual revenue to $12.5 billion by 2026 by doubling its menswear and digital sales, along with quadrupling its international sales.</p><p>Analysts think Lululemon can grow sales to $8 billion in 2023 and $9.2 billion in 2024, representing sales growth of 28% and 15%, respectively.</p><p>However, I think the analysts are underestimating Lululemon&#39;s growth in 2024. Shares should skyrocket if the company continues to deliver 20% or higher sales growth over the next two years. And that&#39;s why I think Lululemon shares can double by 2025.</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 Can Turn $500,000 Into $1 Million by 2025</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 Can Turn $500,000 Into $1 Million by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it's a motivator that keeps you investing. And in the long run, that's how ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LULU":"lululemon athletica","BK4527":"明星科技股","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","ADBE":"Adobe","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292358423","content_text":"Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it's a motivator that keeps you investing. And in the long run, that's how real success happens.Needless to say, 2022 hasn't been a great year for 100% gainers. The major market indexes, like the S&P 500, the Nasdaq Composite, and the Dow Jones Industrial Average are set to finish 2022 in the red.However, the stock market won't stay down forever. When it inevitably recovers, some stocks could soar. Here are two that can turn $500,000 into $1 million by 2025.1. AdobeMy first pick to double by 2025 is Adobe. This software company sits at the intersection of creativity and productivity, which is essential in today's digital economy.More than ever before, organizations must create digital materials that are illuminating, specialized, and captivating. Adobe's suite of products, including, Acrobat, Photoshop, Creative Cloud, and many others, helps organizations achieve exactly that.In its most recent quarter (the three months ending on Dec. 1, 2022), Adobe's revenue jumped to $4.5 billion, up 10% from a year earlier. Earnings per share (EPS) came in slightly ahead of analyst estimates at $3.60, despite currency headwinds due to the strong U.S. dollar.Recent results are proof that Adobe's business isn't drying up, as many had feared. Nevertheless, shares are down 40% year to date.However, if the company can continue to deliver solid results over the next two years, a double isn't out of the question. Simply look at what Adobe stock did from December 2019 to December 2021. Shares moved higher by more than 100% over those two years, as sales surged from $11.2 billion to $15.8 billion.ADBE data by YChartsLooking ahead, Wall Street thinks Adobe is a prime candidate to lead the market higher. Of the 31 analysts who cover the stock, 25 rate Adobe as a \"strong buy\" or \"buy,\" with none rating it worse than a \"hold.\" The average price target is $373, almost 10% above its current price.If the company continues to deliver solid earnings reports, like the one from last week, I think shares can double by 2025.2. LululemonMy second stock capable of doubling in value over the next two years is Lululemon. And part of the reason why is that Lululemon has pulled this off before.If you had invested $500,000 in Lululemon in December 2019, that amount would have grown to $993,000 by December 2021 -- just shy of a 100% return in precisely two years.Lululemon is an athleticwear retailer. The company sells men's and women's clothing, shoes, and accessories via more than 600 physical stores and its website.In its most recent quarter (the three months ending on Oct. 29, 2022), Lululemon recorded about $1.9 billion of revenue, up 28% year over year. Moreover, earnings per share grew to $2, up from $1.44 a year earlier.Lululemon's recent results show that the company is executing on its so-called \"Power of 3 x2\" growth plan. This is management's strategy to double its annual revenue to $12.5 billion by 2026 by doubling its menswear and digital sales, along with quadrupling its international sales.Analysts think Lululemon can grow sales to $8 billion in 2023 and $9.2 billion in 2024, representing sales growth of 28% and 15%, respectively.However, I think the analysts are underestimating Lululemon's growth in 2024. Shares should skyrocket if the company continues to deliver 20% or higher sales growth over the next two years. And that's why I think Lululemon shares can double by 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969088847,"gmtCreate":1668300599589,"gmtModify":1676538037875,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969088847","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980547888,"gmtCreate":1665790587144,"gmtModify":1676537663816,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/9980547888","repostId":"2275496828","repostType":4,"repost":{"id":"2275496828","pubTimestamp":1665789550,"share":"https://ttm.financial/m/news/2275496828?lang=&edition=fundamental","pubTime":"2022-10-15 07:19","market":"us","language":"en","title":"Atlanta Fed's Raphael Bostic Discloses Trading Violation, Powell Opens OIG Probe","url":"https://stock-news.laohu8.com/highlight/detail?id=2275496828","media":"Seeking Alpha","summary":"Atlanta Fed President disclosed Friday that some of his financial transactions violated the Federal ","content":"<html><head></head><body><p>Atlanta Fed President disclosed Friday that some of his financial transactions violated the Federal Open Market Committee guideline and his financial disclosures contained some inaccuracies.</p><p>Bostic said his assets were held in managed accounts that neither he nor his personal investment advisor have the ability to direct. Some trades took place, without his knowledge, during FOMC blackout periods or financial stress periods, he said. In addition, his holdings of U.S. Treasury funds in 2021 exceeded limits set by the FOMC&#39;s trading and investing rules.</p><p>As a result, Federal Reserve Chair Jerome Powell has asked the Office of Inspector General for the Board of Governors of the Federal Reserve System to review the matter. The Atlanta Fed&#39;s board and its chief ethics officer, which have reviewed the documents and discussed the issue with Bostic, accepted his explanation for the issues.</p><p>&#34;My board colleagues and I have confidence in President Bostic&#39;s explanation that he did not seek to profit from any FOMC-related knowledge,&#34; said Elizabeth A. Smith, chair of the Federal Reserve Bank of Atlanta in a statement.</p><p>&#34;I want to be clear: at no time did I knowingly authorize or complete a financial transaction based on nonpublic information or with any intent to conceal or sidestep my obligations of transparent and accountable reporting,&#34; Bostic said in a statement.</p><p>Along with the statement, Bostic submitted corrected disclosure forms for each year since he became Atlanta Fed president in 2017.</p><p>Note that the Office of the Inspector General is independent from the Federal Reserve Board and the Federal Reserve Bank of Atlanta. An OIG spokesperson said the office is &#34;aware of the matter and will conduct an independent and comprehensive investigation&#34; and has no further comment.</p><p>In February, the Fed adopted stricter rules for trading by its policymaking officials after disclosure of some senior officials&#39; trading during the pandemic drew criticism. In the aftermath, two district bank heads left their jobs a year ago and a vice chair resigned a couple of weeks earlier than the end of his term.</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>Atlanta Fed's Raphael Bostic Discloses Trading Violation, Powell Opens OIG Probe</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\">\nAtlanta Fed's Raphael Bostic Discloses Trading Violation, Powell Opens OIG Probe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3891519-atlanta-feds-raphael-bostic-discloses-trading-violation-powell-opens-oig-probe><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Atlanta Fed President disclosed Friday that some of his financial transactions violated the Federal Open Market Committee guideline and his financial disclosures contained some inaccuracies.Bostic ...</p>\n\n<a href=\"https://seekingalpha.com/news/3891519-atlanta-feds-raphael-bostic-discloses-trading-violation-powell-opens-oig-probe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3891519-atlanta-feds-raphael-bostic-discloses-trading-violation-powell-opens-oig-probe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275496828","content_text":"Atlanta Fed President disclosed Friday that some of his financial transactions violated the Federal Open Market Committee guideline and his financial disclosures contained some inaccuracies.Bostic said his assets were held in managed accounts that neither he nor his personal investment advisor have the ability to direct. Some trades took place, without his knowledge, during FOMC blackout periods or financial stress periods, he said. In addition, his holdings of U.S. Treasury funds in 2021 exceeded limits set by the FOMC's trading and investing rules.As a result, Federal Reserve Chair Jerome Powell has asked the Office of Inspector General for the Board of Governors of the Federal Reserve System to review the matter. The Atlanta Fed's board and its chief ethics officer, which have reviewed the documents and discussed the issue with Bostic, accepted his explanation for the issues.\"My board colleagues and I have confidence in President Bostic's explanation that he did not seek to profit from any FOMC-related knowledge,\" said Elizabeth A. Smith, chair of the Federal Reserve Bank of Atlanta in a statement.\"I want to be clear: at no time did I knowingly authorize or complete a financial transaction based on nonpublic information or with any intent to conceal or sidestep my obligations of transparent and accountable reporting,\" Bostic said in a statement.Along with the statement, Bostic submitted corrected disclosure forms for each year since he became Atlanta Fed president in 2017.Note that the Office of the Inspector General is independent from the Federal Reserve Board and the Federal Reserve Bank of Atlanta. An OIG spokesperson said the office is \"aware of the matter and will conduct an independent and comprehensive investigation\" and has no further comment.In February, the Fed adopted stricter rules for trading by its policymaking officials after disclosure of some senior officials' trading during the pandemic drew criticism. In the aftermath, two district bank heads left their jobs a year ago and a vice chair resigned a couple of weeks earlier than the end of his term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960481622,"gmtCreate":1668223753766,"gmtModify":1676538031248,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960481622","repostId":"2282487043","repostType":4,"repost":{"id":"2282487043","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":1668213163,"share":"https://ttm.financial/m/news/2282487043?lang=&edition=fundamental","pubTime":"2022-11-12 08:32","market":"us","language":"en","title":"US STOCKS-Nasdaq and S&P 500 End Higher, Fueled By Inflation Optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487043","media":"Reuters","summary":"* Growth stocks lead value, Nasdaq rallies* Nasdaq and S&P 500 gain for second dayNov 11 (Reuters) -","content":"<html><head></head><body><p>* Growth stocks lead value, Nasdaq rallies</p><p>* Nasdaq and S&amp;P 500 gain for second day</p><p>Nov 11 (Reuters) - The S&amp;P 500 and Nasdaq ended higher on Friday, extending a rally started the day before after a soft inflation reading raised hopes the Federal Reserve would get less aggressive with U.S. interest rate hikes.</p><p>Amazon jumped, with Apple and Microsoft also making gains and contributing to the Nasdaq&#39;s strong gain.</p><p>On Thursday, the S&amp;P 500 and the Nasdaq racked up their biggest daily percentage gains in more than 2-1/2 years as annual inflation slipped below 8% for the first time in eight months.</p><p>Declines in healthcare stocks weighed on the Dow Jones Industrial Average, with UnitedHealth Group down for the day.</p><p>&#34;What we&#39;re really seeing today is simply a follow-through on yesterday. There&#39;s a lot of cash sitting on the sidelines that is being put to work,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>&#34;Perhaps it signals some type of bottom being put in the market, some type of line drawn in the sand. But even if we put in a bottom, we&#39;re a long way away from setting new highs,” Ghriskey said.</p><p>Investors see an 81% chance of a 50-basis point rate hike in December and a 19% chance of a 75-basis point hike, according to CME Fedwatch tool.</p><p>Adding some nervousness on Wall Street, crypto exchange FTX said it would start U.S. bankruptcy proceedings and that CEO Sam Bankman-Fried resigned due to a liquidity crisis that prompted intervention from regulators around the world.</p><p>The S&amp;P 500 gained 36.56 points, or 0.92%, to end at 3,992.93 points, while the Nasdaq Composite gained 209.18 points, or 1.88%, to 11,323.33. The Dow Jones Industrial Average rose 32.49 points, or 0.1%, to 33,747.86.</p><p>Worries about an economic downturn have hammered Wall Street this year. The S&amp;P 500 remains down about 16% year to date, on course for its biggest annual decline since 2008.</p><p>U.S.-listed shares of Chinese companies rose, with Alibaba Group Holding Ltd gaining after China eased some of its strict COVID-19 rules.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq and S&P 500 End Higher, Fueled By Inflation Optimism</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq and S&P 500 End Higher, Fueled By Inflation Optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-12 08:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Growth stocks lead value, Nasdaq rallies</p><p>* Nasdaq and S&amp;P 500 gain for second day</p><p>Nov 11 (Reuters) - The S&amp;P 500 and Nasdaq ended higher on Friday, extending a rally started the day before after a soft inflation reading raised hopes the Federal Reserve would get less aggressive with U.S. interest rate hikes.</p><p>Amazon jumped, with Apple and Microsoft also making gains and contributing to the Nasdaq&#39;s strong gain.</p><p>On Thursday, the S&amp;P 500 and the Nasdaq racked up their biggest daily percentage gains in more than 2-1/2 years as annual inflation slipped below 8% for the first time in eight months.</p><p>Declines in healthcare stocks weighed on the Dow Jones Industrial Average, with UnitedHealth Group down for the day.</p><p>&#34;What we&#39;re really seeing today is simply a follow-through on yesterday. There&#39;s a lot of cash sitting on the sidelines that is being put to work,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>&#34;Perhaps it signals some type of bottom being put in the market, some type of line drawn in the sand. But even if we put in a bottom, we&#39;re a long way away from setting new highs,” Ghriskey said.</p><p>Investors see an 81% chance of a 50-basis point rate hike in December and a 19% chance of a 75-basis point hike, according to CME Fedwatch tool.</p><p>Adding some nervousness on Wall Street, crypto exchange FTX said it would start U.S. bankruptcy proceedings and that CEO Sam Bankman-Fried resigned due to a liquidity crisis that prompted intervention from regulators around the world.</p><p>The S&amp;P 500 gained 36.56 points, or 0.92%, to end at 3,992.93 points, while the Nasdaq Composite gained 209.18 points, or 1.88%, to 11,323.33. The Dow Jones Industrial Average rose 32.49 points, or 0.1%, to 33,747.86.</p><p>Worries about an economic downturn have hammered Wall Street this year. The S&amp;P 500 remains down about 16% year to date, on course for its biggest annual decline since 2008.</p><p>U.S.-listed shares of Chinese companies rose, with Alibaba Group Holding Ltd gaining after China eased some of its strict COVID-19 rules.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软",".DJI":"道琼斯","UNH":"联合健康",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487043","content_text":"* Growth stocks lead value, Nasdaq rallies* Nasdaq and S&P 500 gain for second dayNov 11 (Reuters) - The S&P 500 and Nasdaq ended higher on Friday, extending a rally started the day before after a soft inflation reading raised hopes the Federal Reserve would get less aggressive with U.S. interest rate hikes.Amazon jumped, with Apple and Microsoft also making gains and contributing to the Nasdaq's strong gain.On Thursday, the S&P 500 and the Nasdaq racked up their biggest daily percentage gains in more than 2-1/2 years as annual inflation slipped below 8% for the first time in eight months.Declines in healthcare stocks weighed on the Dow Jones Industrial Average, with UnitedHealth Group down for the day.\"What we're really seeing today is simply a follow-through on yesterday. There's a lot of cash sitting on the sidelines that is being put to work,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.\"Perhaps it signals some type of bottom being put in the market, some type of line drawn in the sand. But even if we put in a bottom, we're a long way away from setting new highs,” Ghriskey said.Investors see an 81% chance of a 50-basis point rate hike in December and a 19% chance of a 75-basis point hike, according to CME Fedwatch tool.Adding some nervousness on Wall Street, crypto exchange FTX said it would start U.S. bankruptcy proceedings and that CEO Sam Bankman-Fried resigned due to a liquidity crisis that prompted intervention from regulators around the world.The S&P 500 gained 36.56 points, or 0.92%, to end at 3,992.93 points, while the Nasdaq Composite gained 209.18 points, or 1.88%, to 11,323.33. The Dow Jones Industrial Average rose 32.49 points, or 0.1%, to 33,747.86.Worries about an economic downturn have hammered Wall Street this year. The S&P 500 remains down about 16% year to date, on course for its biggest annual decline since 2008.U.S.-listed shares of Chinese companies rose, with Alibaba Group Holding Ltd gaining after China eased some of its strict COVID-19 rules.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917623769,"gmtCreate":1665502576251,"gmtModify":1676537617937,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917623769","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041949155,"gmtCreate":1655998891877,"gmtModify":1676535748015,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041949155","repostId":"1179074138","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926891687,"gmtCreate":1671502372450,"gmtModify":1676538546922,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926891687","repostId":"2292879080","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988143225,"gmtCreate":1666705095967,"gmtModify":1676537792975,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988143225","repostId":"1131328574","repostType":4,"repost":{"id":"1131328574","pubTimestamp":1666685072,"share":"https://ttm.financial/m/news/1131328574?lang=&edition=fundamental","pubTime":"2022-10-25 16:04","market":"us","language":"en","title":"Big Tech Earnings Are Coming. 5 Questions Hang Over the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1131328574","media":"Barron's","summary":"Brace yourself. This week, the world’s largest tech companies all report their September-quarter fin","content":"<html><head></head><body><p>Brace yourself. This week, the world’s largest tech companies all report their September-quarter financial results. And I mean all of them—Alphabet, Microsoft, Meta Platforms, Apple, Amazon.com, and Intel, with special guest appearances from SAP, Shopify, Spotify, Seagate, ServiceNow, and Corning. Every one of these companies reports results in a three-day span, from Tuesday to Thursday. At least 25% of the S&amp;P 500’s market value will be reporting during the stretch.</p><p>It will be the last full read on the sector’s fundamental performance before the end of the year, and the wave of reports could determine the next swing in stock prices. The tech sector continues to face fierce headwinds from the strong dollar, softening consumer spending, rising interest rates, stubbornly high inflation, and a potential recession. The market is yearning for some hint that the worst is over, but don’t hold your breath.</p><p>Paul Meeks, portfolio manager with Independent Solutions Wealth Management, has a long list of tech stocks he’d like to buy, but he’s not yet ready. He’s sitting on a pile of cash, waiting for lower lows. Meeks thinks earnings season could be grisly and is particularly worried about chip stocks, which he’s historically loved but is now shunning. Meeks sees downward revisions ahead and worries that conditions in the March and June quarters could be even worse than the last two quarters of 2022.</p><p>This past week, though, there were some glimmers of hope. Netflix shares (ticker: NFLX) spiked 13% on Wednesday after the streaming-video pioneer posted better-than-expected subscriber growth and sounded generally bullish about the coming launch of its ad-supported membership tier. One day later,IBMshares (IBM) gained 4.7% after posting revenue that was $500 million above Wall Street estimates, thanks to strong demand in all three of its primary business segments—mainframes, software, and consulting.</p><p>Neither report seemed to improve the market’s dour mood, though. And that was before Snap’s(SNAP) disappointing report late Thursday.</p><p>Here are five key questions investors will be asking in the days ahead:</p><p><b>Will the recession slow cloud computing?</b> Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) own the three largest players in the public cloud—Amazon Web Services, Azure, and Google Cloud. In the June quarter, all three showed strong growth but modest deceleration from the March quarter. The public clouds use consumption-based business models, like utilities—the more computing resources you use, the more you pay. As the economy softens, it’s not unreasonable to expect that customers with weakening business won’t need quite as much computing power as they have in the past. Consensus Wall Street estimates forecast that growth for all three cloud giants will slow further this quarter: Misses from any—or worse, all three—would not be well received.</p><p><b>How bad is the online advertising outlook?</b> In recessions, ad spending erodes—and with two-thirds of ad dollars now spent on digital channels, there are considerable risks ahead for ad-supported tech businesses, in particular Alphabet, which owns Google and YouTube, and Meta Platforms (META), parent of Facebook and Instagram. Alphabet shares are down 30% this year, while Meta is off 60%—the disparity in part reflects the view that search ads should prove more resilient than display and direct-response ads. Meanwhile, there’s increasing competition. TikTok gets most of the attention, but both Amazon and Apple (AAPL) are building substantial ad businesses, while Netflix and Walt Disney (DIS) are adding ad-supported subscription streaming tiers. Even Uber Technologies (UBER) and Lyft (LYFT) are building ad businesses.</p><p><b>When will PC demand rebound?</b> Personal computer demand is crashing. Gartner reports that PC shipments fell 19.5% in the third quarter, the sharpest decline ever and the fourth straight quarterly drop. That is bad for PC companies like Dell Technologies (DELL) and HP Inc. (HPQ), but the weakness has also triggered earnings warnings from PC-centric chip makers like Intel (INTC), Advanced Micro Devices (AMD), Nvidia (NVDA), and Micron Technology (MU). We’ll get fresh insights on the PC market’s future this week from Microsoft, Intel, and Apple.</p><p><b>Will the holiday shopping season be a bust?</b> Adobe projects online holiday spending will grow just 2.5%, the smallest increase ever. Amazon shares are down 31% this year, pressured by weakness in the company’s flagship online retailing arm, which has reported year-over-year declines in each of the past two quarters. Wall Street estimates call for a rebound to 9% growth in the September quarter, with 8% growth in the holiday quarter. But that might be optimistic—analysts think the company’s recent two-day sales event was a dud. Shopify’s (SHOP) results should provide additional color on the state of online shopping—and the outlook for the holidays.</p><p><b>Are enterprise IT budgets about to shrink?</b> IBM CEO Arvind Krishna said this past week that conditions remain strong in the U.S. and Asia, but he sees customers in Western Europe growing more cautious. A sharp falloff in PC sales at Dell, which has only modest exposure to the consumer market, points to budget tightening. Krishna says that technology tends to boost productivity—offsetting inflationary pressures on labor and the supply chain. Microsoft and SAP (SAP) will both provide clues on where IT spending goes from here.</p></body></html>","source":"lsy1610680873436","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>Big Tech Earnings Are Coming. 5 Questions Hang Over the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Earnings Are Coming. 5 Questions Hang Over the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-apple-microsoft-alphabet-amazon-earnings-stocks-51666311206?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brace yourself. This week, the world’s largest tech companies all report their September-quarter financial results. And I mean all of them—Alphabet, Microsoft, Meta Platforms, Apple, Amazon.com, and ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-apple-microsoft-alphabet-amazon-earnings-stocks-51666311206?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","INTC":"英特尔","AMZN":"亚马逊","AAPL":"苹果","META":"Meta Platforms, Inc.","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/big-tech-apple-microsoft-alphabet-amazon-earnings-stocks-51666311206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131328574","content_text":"Brace yourself. This week, the world’s largest tech companies all report their September-quarter financial results. And I mean all of them—Alphabet, Microsoft, Meta Platforms, Apple, Amazon.com, and Intel, with special guest appearances from SAP, Shopify, Spotify, Seagate, ServiceNow, and Corning. Every one of these companies reports results in a three-day span, from Tuesday to Thursday. At least 25% of the S&P 500’s market value will be reporting during the stretch.It will be the last full read on the sector’s fundamental performance before the end of the year, and the wave of reports could determine the next swing in stock prices. The tech sector continues to face fierce headwinds from the strong dollar, softening consumer spending, rising interest rates, stubbornly high inflation, and a potential recession. The market is yearning for some hint that the worst is over, but don’t hold your breath.Paul Meeks, portfolio manager with Independent Solutions Wealth Management, has a long list of tech stocks he’d like to buy, but he’s not yet ready. He’s sitting on a pile of cash, waiting for lower lows. Meeks thinks earnings season could be grisly and is particularly worried about chip stocks, which he’s historically loved but is now shunning. Meeks sees downward revisions ahead and worries that conditions in the March and June quarters could be even worse than the last two quarters of 2022.This past week, though, there were some glimmers of hope. Netflix shares (ticker: NFLX) spiked 13% on Wednesday after the streaming-video pioneer posted better-than-expected subscriber growth and sounded generally bullish about the coming launch of its ad-supported membership tier. One day later,IBMshares (IBM) gained 4.7% after posting revenue that was $500 million above Wall Street estimates, thanks to strong demand in all three of its primary business segments—mainframes, software, and consulting.Neither report seemed to improve the market’s dour mood, though. And that was before Snap’s(SNAP) disappointing report late Thursday.Here are five key questions investors will be asking in the days ahead:Will the recession slow cloud computing? Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) own the three largest players in the public cloud—Amazon Web Services, Azure, and Google Cloud. In the June quarter, all three showed strong growth but modest deceleration from the March quarter. The public clouds use consumption-based business models, like utilities—the more computing resources you use, the more you pay. As the economy softens, it’s not unreasonable to expect that customers with weakening business won’t need quite as much computing power as they have in the past. Consensus Wall Street estimates forecast that growth for all three cloud giants will slow further this quarter: Misses from any—or worse, all three—would not be well received.How bad is the online advertising outlook? In recessions, ad spending erodes—and with two-thirds of ad dollars now spent on digital channels, there are considerable risks ahead for ad-supported tech businesses, in particular Alphabet, which owns Google and YouTube, and Meta Platforms (META), parent of Facebook and Instagram. Alphabet shares are down 30% this year, while Meta is off 60%—the disparity in part reflects the view that search ads should prove more resilient than display and direct-response ads. Meanwhile, there’s increasing competition. TikTok gets most of the attention, but both Amazon and Apple (AAPL) are building substantial ad businesses, while Netflix and Walt Disney (DIS) are adding ad-supported subscription streaming tiers. Even Uber Technologies (UBER) and Lyft (LYFT) are building ad businesses.When will PC demand rebound? Personal computer demand is crashing. Gartner reports that PC shipments fell 19.5% in the third quarter, the sharpest decline ever and the fourth straight quarterly drop. That is bad for PC companies like Dell Technologies (DELL) and HP Inc. (HPQ), but the weakness has also triggered earnings warnings from PC-centric chip makers like Intel (INTC), Advanced Micro Devices (AMD), Nvidia (NVDA), and Micron Technology (MU). We’ll get fresh insights on the PC market’s future this week from Microsoft, Intel, and Apple.Will the holiday shopping season be a bust? Adobe projects online holiday spending will grow just 2.5%, the smallest increase ever. Amazon shares are down 31% this year, pressured by weakness in the company’s flagship online retailing arm, which has reported year-over-year declines in each of the past two quarters. Wall Street estimates call for a rebound to 9% growth in the September quarter, with 8% growth in the holiday quarter. But that might be optimistic—analysts think the company’s recent two-day sales event was a dud. Shopify’s (SHOP) results should provide additional color on the state of online shopping—and the outlook for the holidays.Are enterprise IT budgets about to shrink? IBM CEO Arvind Krishna said this past week that conditions remain strong in the U.S. and Asia, but he sees customers in Western Europe growing more cautious. A sharp falloff in PC sales at Dell, which has only modest exposure to the consumer market, points to budget tightening. Krishna says that technology tends to boost productivity—offsetting inflationary pressures on labor and the supply chain. Microsoft and SAP (SAP) will both provide clues on where IT spending goes from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013707053,"gmtCreate":1648773222074,"gmtModify":1676534395054,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013707053","repostId":"1113241502","repostType":4,"repost":{"id":"1113241502","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":1648771996,"share":"https://ttm.financial/m/news/1113241502?lang=&edition=fundamental","pubTime":"2022-04-01 08:13","market":"fut","language":"en","title":"Biden Orders Huge Oil Release, Prods Drillers to Step Up Output","url":"https://stock-news.laohu8.com/highlight/detail?id=1113241502","media":"Reuters","summary":"(Bloomberg) -- President Joe Biden said his plan to release a million barrels of oil a day from U.S.","content":"<html><head></head><body><p>(Bloomberg) -- President Joe Biden said his plan to release a million barrels of oil a day from U.S. reserves for six months would lay a foundation for the country to achieve independence from foreign energy suppliers.</p><p>Biden touted a separate administration plan to provide more than $3 billion to states to help homeowners weatherize their homes. He’ll also invoke Cold War powers to encourage domestic production of critical minerals for batteries for electric vehicles and other uses. Battery materials will join the list of items covered by the 1950 Defense Production Act.</p><p>“It’s time to deliver true long-term energy independence to America once and for all,” Biden said. “It’s not a time for politics.”</p><p>The U.S. has been mostly a net exporter of petroleum products, which includes crude oil, refined petroleum, and other products, since late 2019 amid the fracking boom that made the country one of the top producers of oil and natural gas. The U.S. still imports millions of barrels of oil better suited to certain refineries and other refined products a day.</p><p>Biden said that he expects allies will agree to release 30 million to 50 million more barrels of oil from their own reserves.</p><p>As much 180 million barrels may be released from the stockpile over the next several months, an amount the White House and oil market analysts called unprecedented. The move underscores Biden administration concern about rising gasoline prices and supply shortages following Russia’s invasion of Ukraine.</p><p>High pump prices are weighing heavily on the White House’s political prospects in November, when voters will decide whether Biden’s party will retain control of Congress. The president has struggled to tame both gasoline prices and broader inflation, which is at 40-year highs as the global economy adjusts from pandemic disruptions.</p><p>Brent crude, the international benchmark, was down 4.9% at $107.86 as of 6:58 p.m. in London.</p><p>Despite the administration’s assurances last year that gasoline prices would fall in 2022, they have instead risen dramatically. The White House has blamed the increase on Russia’s invasion of Ukraine, noting in its statement that gasoline prices have spiked nearly $1 a gallon since the start of the year.</p><p>U.K Weighs Release</p><p>The administration also will push the International Energy Agency to coordinate releases from reserves by other oil-consuming nations. The organization will meet within days, two people familiar with the matter said.</p><p>U.K. Business Secretary Kwasi Kwarteng is considering proposals for his nation to join the effort, according to a person familiar with the matter. The person declined to say what amounts of oil the country would release from its reserves.</p><p>But the releases won’t be accompanied by greater production from OPEC+ nations, after the cartel said Thursday it’ll stick to gradual increases. OPEC+, which includes Russia, ratified an existing plan to increase supply in May by 432,000 barrels a day in an online meeting, according to a statement.</p><p>The goal of Biden’s plan is to create a bridge for U.S. supply until the fall, when domestic production is anticipated to increase, the White House said.</p><p>Historic Release</p><p>OPEC+’s refusal to increase its own production may blunt any effect of the U.S. release, the largest by far in the history of the Strategic Petroleum Reserve.</p><p>“It is hard to overstate the scale of this intervention if it bears out,” Kevin Book, managing director of ClearView Energy Partners, said in a research note. “It would be the largest draw-down volume announced in the 45-year history of the SPR by a factor of 3.6x.”</p><p>OPEC+’s decision to stick with plans for a gradual supply increase was in line with expectations. Riyadh has prioritized its relationship with Moscow, which co-leads the OPEC+ alliance, and the cartel insists there’s no shortage of oil in the market.</p><p>Yet U.S. gasoline prices are near record highs, even after Biden previously announced releases totaling 80 million barrels in November and March.</p><p>The administration also plans to issue waivers of a U.S. law, the Jones Act, that requires oil to be transported between American ports only by U.S.-built, -flagged and -operated vessels. That will ensure the flood of reserves are delivered in an orderly and timely manner, a senior administration official said.</p><p>The government will take waiver requests seven days a week and aims to process them within two days, the official said.</p><p>The move had been encouraged by leading oil refiners, according to two people familiar with the matter.</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>Biden Orders Huge Oil Release, Prods Drillers to Step Up Output</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden Orders Huge Oil Release, Prods Drillers to Step Up Output\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-01 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Bloomberg) -- President Joe Biden said his plan to release a million barrels of oil a day from U.S. reserves for six months would lay a foundation for the country to achieve independence from foreign energy suppliers.</p><p>Biden touted a separate administration plan to provide more than $3 billion to states to help homeowners weatherize their homes. He’ll also invoke Cold War powers to encourage domestic production of critical minerals for batteries for electric vehicles and other uses. Battery materials will join the list of items covered by the 1950 Defense Production Act.</p><p>“It’s time to deliver true long-term energy independence to America once and for all,” Biden said. “It’s not a time for politics.”</p><p>The U.S. has been mostly a net exporter of petroleum products, which includes crude oil, refined petroleum, and other products, since late 2019 amid the fracking boom that made the country one of the top producers of oil and natural gas. The U.S. still imports millions of barrels of oil better suited to certain refineries and other refined products a day.</p><p>Biden said that he expects allies will agree to release 30 million to 50 million more barrels of oil from their own reserves.</p><p>As much 180 million barrels may be released from the stockpile over the next several months, an amount the White House and oil market analysts called unprecedented. The move underscores Biden administration concern about rising gasoline prices and supply shortages following Russia’s invasion of Ukraine.</p><p>High pump prices are weighing heavily on the White House’s political prospects in November, when voters will decide whether Biden’s party will retain control of Congress. The president has struggled to tame both gasoline prices and broader inflation, which is at 40-year highs as the global economy adjusts from pandemic disruptions.</p><p>Brent crude, the international benchmark, was down 4.9% at $107.86 as of 6:58 p.m. in London.</p><p>Despite the administration’s assurances last year that gasoline prices would fall in 2022, they have instead risen dramatically. The White House has blamed the increase on Russia’s invasion of Ukraine, noting in its statement that gasoline prices have spiked nearly $1 a gallon since the start of the year.</p><p>U.K Weighs Release</p><p>The administration also will push the International Energy Agency to coordinate releases from reserves by other oil-consuming nations. The organization will meet within days, two people familiar with the matter said.</p><p>U.K. Business Secretary Kwasi Kwarteng is considering proposals for his nation to join the effort, according to a person familiar with the matter. The person declined to say what amounts of oil the country would release from its reserves.</p><p>But the releases won’t be accompanied by greater production from OPEC+ nations, after the cartel said Thursday it’ll stick to gradual increases. OPEC+, which includes Russia, ratified an existing plan to increase supply in May by 432,000 barrels a day in an online meeting, according to a statement.</p><p>The goal of Biden’s plan is to create a bridge for U.S. supply until the fall, when domestic production is anticipated to increase, the White House said.</p><p>Historic Release</p><p>OPEC+’s refusal to increase its own production may blunt any effect of the U.S. release, the largest by far in the history of the Strategic Petroleum Reserve.</p><p>“It is hard to overstate the scale of this intervention if it bears out,” Kevin Book, managing director of ClearView Energy Partners, said in a research note. “It would be the largest draw-down volume announced in the 45-year history of the SPR by a factor of 3.6x.”</p><p>OPEC+’s decision to stick with plans for a gradual supply increase was in line with expectations. Riyadh has prioritized its relationship with Moscow, which co-leads the OPEC+ alliance, and the cartel insists there’s no shortage of oil in the market.</p><p>Yet U.S. gasoline prices are near record highs, even after Biden previously announced releases totaling 80 million barrels in November and March.</p><p>The administration also plans to issue waivers of a U.S. law, the Jones Act, that requires oil to be transported between American ports only by U.S.-built, -flagged and -operated vessels. That will ensure the flood of reserves are delivered in an orderly and timely manner, a senior administration official said.</p><p>The government will take waiver requests seven days a week and aims to process them within two days, the official said.</p><p>The move had been encouraged by leading oil refiners, according to two people familiar with the matter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113241502","content_text":"(Bloomberg) -- President Joe Biden said his plan to release a million barrels of oil a day from U.S. reserves for six months would lay a foundation for the country to achieve independence from foreign energy suppliers.Biden touted a separate administration plan to provide more than $3 billion to states to help homeowners weatherize their homes. He’ll also invoke Cold War powers to encourage domestic production of critical minerals for batteries for electric vehicles and other uses. Battery materials will join the list of items covered by the 1950 Defense Production Act.“It’s time to deliver true long-term energy independence to America once and for all,” Biden said. “It’s not a time for politics.”The U.S. has been mostly a net exporter of petroleum products, which includes crude oil, refined petroleum, and other products, since late 2019 amid the fracking boom that made the country one of the top producers of oil and natural gas. The U.S. still imports millions of barrels of oil better suited to certain refineries and other refined products a day.Biden said that he expects allies will agree to release 30 million to 50 million more barrels of oil from their own reserves.As much 180 million barrels may be released from the stockpile over the next several months, an amount the White House and oil market analysts called unprecedented. The move underscores Biden administration concern about rising gasoline prices and supply shortages following Russia’s invasion of Ukraine.High pump prices are weighing heavily on the White House’s political prospects in November, when voters will decide whether Biden’s party will retain control of Congress. The president has struggled to tame both gasoline prices and broader inflation, which is at 40-year highs as the global economy adjusts from pandemic disruptions.Brent crude, the international benchmark, was down 4.9% at $107.86 as of 6:58 p.m. in London.Despite the administration’s assurances last year that gasoline prices would fall in 2022, they have instead risen dramatically. The White House has blamed the increase on Russia’s invasion of Ukraine, noting in its statement that gasoline prices have spiked nearly $1 a gallon since the start of the year.U.K Weighs ReleaseThe administration also will push the International Energy Agency to coordinate releases from reserves by other oil-consuming nations. The organization will meet within days, two people familiar with the matter said.U.K. Business Secretary Kwasi Kwarteng is considering proposals for his nation to join the effort, according to a person familiar with the matter. The person declined to say what amounts of oil the country would release from its reserves.But the releases won’t be accompanied by greater production from OPEC+ nations, after the cartel said Thursday it’ll stick to gradual increases. OPEC+, which includes Russia, ratified an existing plan to increase supply in May by 432,000 barrels a day in an online meeting, according to a statement.The goal of Biden’s plan is to create a bridge for U.S. supply until the fall, when domestic production is anticipated to increase, the White House said.Historic ReleaseOPEC+’s refusal to increase its own production may blunt any effect of the U.S. release, the largest by far in the history of the Strategic Petroleum Reserve.“It is hard to overstate the scale of this intervention if it bears out,” Kevin Book, managing director of ClearView Energy Partners, said in a research note. “It would be the largest draw-down volume announced in the 45-year history of the SPR by a factor of 3.6x.”OPEC+’s decision to stick with plans for a gradual supply increase was in line with expectations. Riyadh has prioritized its relationship with Moscow, which co-leads the OPEC+ alliance, and the cartel insists there’s no shortage of oil in the market.Yet U.S. gasoline prices are near record highs, even after Biden previously announced releases totaling 80 million barrels in November and March.The administration also plans to issue waivers of a U.S. law, the Jones Act, that requires oil to be transported between American ports only by U.S.-built, -flagged and -operated vessels. That will ensure the flood of reserves are delivered in an orderly and timely manner, a senior administration official said.The government will take waiver requests seven days a week and aims to process them within two days, the official said.The move had been encouraged by leading oil refiners, according to two people familiar with the matter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006326237,"gmtCreate":1641610444452,"gmtModify":1676533634747,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006326237","repostId":"2201214004","repostType":4,"repost":{"id":"2201214004","pubTimestamp":1641604837,"share":"https://ttm.financial/m/news/2201214004?lang=&edition=fundamental","pubTime":"2022-01-08 09:20","market":"us","language":"en","title":"Want to Get Richer? 2 Top Growth Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2201214004","media":"Motley Fool","summary":"As tempting as it may be, strategies built on market timing rarely work.","content":"<html><head></head><body><p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the <b>New York Stock Exchange</b> has trended downward over the last several decades, and it dropped below six months in June 2020.</p><p>So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you&#39;re dipping in and out of stocks, you&#39;re not investing -- you&#39;re gambling. And there&#39;s nothing wrong with gambling, but if you&#39;re looking to build life-changing wealth, you&#39;re better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.</p><p>Two stocks that could benefit an investor using a buy-and-hold approach are <b>Tesla</b> (NASDAQ:TSLA) and <b>Zscaler</b> (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here&#39;s what you should know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Tesla</h2><p>CEO Elon Musk has often said manufacturing efficiency would be Tesla&#39;s long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.</p><p>More importantly, as production capacity has scaled in both the U.S. and China, Tesla&#39;s cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla&#39;s 2170 battery cell, a technology that Musk has called &#34;the highest energy density cell in the world, and also the cheapest.&#34; To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That&#39;s 24% lower than the industry average and 10% lower than the next-closest competitor.</p><p>Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer <b>BYD</b>, which captured 9% market share. Collectively, the company&#39;s improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q3 2019</p></th><th><p>Q3 2021</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$24.4 million</p></td><td width=\"156\"><p>$46.9 billion</p></td><td width=\"156\"><p>39%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$873 million</p></td><td width=\"156\"><p>$2.6 billion</p></td><td width=\"156\"><p>71%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Despite Tesla&#39;s past success, I think the company&#39;s best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.</p><p>Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla&#39;s full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That&#39;s why I plan to hold this stock forever.</p><h2>2. Zscaler</h2><p>Zscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.</p><p>Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.</p><p>Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it&#39;s accessed by employees in the office or those working remotely. To that end, research firm <b>Gartner</b> believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.</p><p>More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q1 2020</p></th><th><p>Q1 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$333.1 million</p></td><td width=\"156\"><p>$761.0 million</p></td><td width=\"156\"><p>51%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$33.5 million</p></td><td width=\"156\"><p>$184.9 million</p></td><td width=\"156\"><p>135%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.</p><p>Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company&#39;s addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.</p><p>More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That&#39;s why this growth stock looks like a smart buy for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want to Get Richer? 2 Top Growth Stocks to Buy and Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant to Get Richer? 2 Top Growth Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","BK1511":"疑似财技股","TSLA":"特斯拉","BK1117":"系统软件"},"source_url":"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201214004","content_text":"Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New York Stock Exchange has trended downward over the last several decades, and it dropped below six months in June 2020.So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you're dipping in and out of stocks, you're not investing -- you're gambling. And there's nothing wrong with gambling, but if you're looking to build life-changing wealth, you're better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.Two stocks that could benefit an investor using a buy-and-hold approach are Tesla (NASDAQ:TSLA) and Zscaler (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here's what you should know.Image source: Getty Images.1. TeslaCEO Elon Musk has often said manufacturing efficiency would be Tesla's long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.More importantly, as production capacity has scaled in both the U.S. and China, Tesla's cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla's 2170 battery cell, a technology that Musk has called \"the highest energy density cell in the world, and also the cheapest.\" To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That's 24% lower than the industry average and 10% lower than the next-closest competitor.Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer BYD, which captured 9% market share. Collectively, the company's improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.MetricQ3 2019Q3 2021CAGRRevenue (TTM)$24.4 million$46.9 billion39%Free cash flow (TTM)$873 million$2.6 billion71%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Despite Tesla's past success, I think the company's best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla's full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That's why I plan to hold this stock forever.2. ZscalerZscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital Experience (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it's accessed by employees in the office or those working remotely. To that end, research firm Gartner believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.MetricQ1 2020Q1 2022CAGRRevenue (TTM)$333.1 million$761.0 million51%Free cash flow (TTM)$33.5 million$184.9 million135%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company's addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That's why this growth stock looks like a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811812489,"gmtCreate":1630308322841,"gmtModify":1676530263388,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/811812489","repostId":"2163776380","repostType":4,"repost":{"id":"2163776380","pubTimestamp":1630268536,"share":"https://ttm.financial/m/news/2163776380?lang=&edition=fundamental","pubTime":"2021-08-30 04:22","market":"other","language":"en","title":"August jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2163776380","media":"Yahoo Finance","summary":"New data on the U.S. labor market will be in focus this week, offering an updated look at how economic activity has been impacted as the spread of the Delta variant ramped up in the U.S. over the summer.The Labor Department's August jobs report will be the marquee economic report out this week. Consensus economists expect to see that a still-robust 750,000 jobs came back in August, according to Bloomberg data. This would represent a significant print by pre-pandemic standards, but still mark a d","content":"<p>New data on the U.S. labor market will be in focus this week, offering an updated look at how economic activity has been impacted as the spread of the Delta variant ramped up in the U.S. over the summer.</p>\n<p>The Labor Department's August jobs report will be the marquee economic report out this week. Consensus economists expect to see that a still-robust 750,000 jobs came back in August, according to Bloomberg data. This would represent a significant print by pre-pandemic standards, but still mark a deceleration from July's increase of 943,000 jobs. The unemployment rate likely improved further, reaching 5.2% from the 5.4% reported during July.</p>\n<p>The August jobs report is set to be an especially telling report, capturing the impact of the latest surge in coronavirus cases on the U.S. labor market. Other recent economic reports already began to reflect the Delta variant impacts on activity: Job creation in the U.S. services sector slowed by the most since February, while manufacturing sector workforce numbers increased by the least since last year, according to IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>'s latest purchasing managers' index reports.</p>\n<p>\"High frequency labor market data are signaling a marked slowdown in employment activity in the August payroll survey week, suggesting downside risk to our forecast,\" Bank of America economist Michelle Meyer wrote in a note on Friday, adding that she expects non-farm payrolls to grow by just 600,000 for August.</p>\n<p>\"Our below-consensus non-farm payrolls forecast is predicated on the markedly weaker high frequency employment data between the July and August payroll survey periods,\" Meyer added. \"Specifically, the Homebase and UKG employment series were both down 3.4% and 2.4%, respectively, over the month.\"</p>\n<p>The outcome of the August jobs report will also be another closely watched data point informing the Federal Reserve's next moves on monetary policy, signaling whether the labor market has recovered enough to warrant a less accommodative tilt. Namely, many Fed officials have been waiting to see the evolution of the labor market recovery to determine the timing for the central bank to announce tapering of its $120 billion per month asset purchase program.</p>\n<p>Last week, Federal Reserve Chair Jerome Powell said during the central bank's virtual Jackson Hole symposium that there has \"been clear progress toward maximum employment\" and suggested \"it could be appropriate to start reducing the pace of asset purchases this year\" if the recovery continues to improve.</p>\n<p>However, he also flagged the ongoing risks introduced by the Delta variant, and added that an \"ill-time policy move\" could knock the recovery off its trajectory.</p>\n<p><img src=\"https://static.tigerbbs.com/67ac641337acd82a0408b6109dad21f9\" tg-width=\"5505\" tg-height=\"3655\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NEW YORK, NEW YORK - MAY 27: People walk near Little Island park on May 27, 2021 in New York City. On May 19, all pandemic restrictions, including mask mandates, social distancing guidelines, venue capacities and restaurant curfews were lifted by New York Governor Andrew Cuomo. (Photo by Noam Galai/Getty Images)Noam Galai via Getty Images</p>\n<p>\"Given the emphasis that Powell and other FOMC members have placed on incoming data — especially on the labor market — the payrolls report will probably take on even greater importance than usual,\" Jonas Goltermann, senior markets economist for Capital Economics, wrote in a note on Friday. \"We expect another robust increase in U.S. employment,\"</p>\n<p>Other data in Friday's jobs report will include average hourly wage changes. These are expected to grow 0.3% over last month and 4.0% over last year, with these paces remaining roughly unchanged compared to July. The increases are set to come as job growth slows across lower-wage roles after an initial reopening surge in hiring in the spring and early summer, and as worker shortages push up compensation costs across many firms.</p>\n<h3>Consumer confidence</h3>\n<p>Other economic data due for release this week will reflect consumers' assessments of the recovery.</p>\n<p>The Conference Board's consumer confidence index is set for release on Tuesday, with a drop baked into the forecast. Consensus economists expect the index to slip to 123.0 for August, down from 129.1 in July, according to Bloomberg data. July's print had been the highest since February 2020, marking a rebound in confidence back to pre-pandemic levels.</p>\n<p>The Conference Board's labor differential, or difference between those who said jobs are \"plentiful\" less those who said jobs were \"hard to get,\" also increased to the most since 2000 in last month's report, pointing to the abundance of job openings as employers seek out workers to meet rising demand.</p>\n<p>Consumer confidence and sentiment indices have been monitored closely this year as a gauge of the outlook among Americans at large, pointing to consumers' propensity to spend and presaging demand trends for goods, services and labor down the line. The data have been bumpy in recent months, however, and have ebbed and flowed largely in line with COVID-19 infection trends.</p>\n<p>The latest surge in the Delta variant catalyzed a collapse in the University of Michigan's Surveys of Consumers index for August, suggesting the Conference Board's measure might also see a similar dip for the month. The University of Michigan's consumer sentiment index slid to a 10-year low in August, plunging to 70.3 from July's 81.2.</p>\n<p>\"Consumers' extreme reactions were due to the surging Delta variant, higher inflation, slower wage growth, and smaller declines in unemployment,\" Richard Curtin, Surveys of Consumers chief economist, wrote in a press statement. \"The extraordinary falloff in sentiment also reflects an emotional response, from dashed hopes that the pandemic would soon end and lives could return to normal.\"</p>\n<h3>Economic calendar</h3>\n<ul>\n <li><p><b>Monday: </b>Pending home sales, month-over-month, July (0.4% expected, -1.9% in June); Dallas Fed Manufacturing Activity index, August (23.0 expected, 27.3 in July)</p></li>\n <li><p><b>Tuesday: </b>FHFA Home Price index, month-over-month, June (1.9% expected, 1.7% in May); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City index, month-over-month, June (1.87% expected, 1.81% in May); S&amp;P CoreLogic Case-Shiller 20-City index, year-over-year, June (18.60% expected, 16.99% in May); MNI Chicago PMI, August (68.0 expected, 73.4 in July); Conference Board Consumer Confidence, August (123.4 expected, 129.1 in July)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended August 27 (1.6% during prior week); ADP employment change, August (650,000 expected, 330,000 in July); Markit U.S. Manufacturing PMI, August final (61.2 expected, 61.2 in prior print); Construction spending, month-over-month (0.2% expected, 0.1% in June); ISM Manufacturing index, August (58.5 expected, 59.5 in July)</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, August (-92.8% in July); Initial jobless claims, week ended August 28 (346,000 expected, 353,000 during prior week); Continuing claims, week ended August 21 (2.862 million during prior week); Unit labor costs, 2Q final (1.0% expected, 1.0% in prior print); Trade balance, July (-$74.1 billion expected, -$75.7 billion in June); Factory orders, July (0.3% expected, 1.5% in June); Durable goods orders, July final (-0.1% in prior print); Non-defense capital goods orders, excluding aircraft, July final (0.0% in prior print); Non-defense capital goods shipments, July final (1.0% in prior print)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, August (750,000 expected, 943,000 in July); Change in manufacturing payrolls, August (700,000 expected, 703,000 in July); Unemployment rate, August (5.2% expected, 5.4% in July); Average hourly earnings, month-over-month, August (0.3% expected, 0.4% in July); Average hourly earnings, year-over-year, August (3.9% expected, 4.0% in July); Markit U.S. services PMI, August final (55.2 expected, 55.2 in prior print); Markit U.S. composite PMI, August final (55.4 in prior print); ISM Services Index, August (62.0 expected, 64.1 in July)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (ZM) after market close</p></li>\n <li><p><b>Tuesday: </b>Crowdstrike (CRWD) after market close</p></li>\n <li><p><b>Wednesday: </b>Campbell Soup (CPB) before market open; Okta (OKTA), Chewy (CHWY), C3.ai (AI), Asana (ASAN) after market close</p></li>\n <li><p><b>Thursday: </b>American Eagle Outfitters (AEO) before market open; Broadcom (AVGO), DocuSign (DOCU), MongoDB (MDB) after market close</p></li>\n <li><p><b>Friday:</b><i> </i>No notable reports scheduled for release</p></li>\n</ul>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>August jobs report, Consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAugust jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 04:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/august-jobs-report-consumer-confidence-what-to-know-this-week-202216254.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New data on the U.S. labor market will be in focus this week, offering an updated look at how economic activity has been impacted as the spread of the Delta variant ramped up in the U.S. over the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/august-jobs-report-consumer-confidence-what-to-know-this-week-202216254.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/650fad7fca15e203aa26611c0dfb8d62","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust","WMT":"沃尔玛","TGT":"塔吉特","XRT":"零售指数ETF-SPDR标普"},"source_url":"https://finance.yahoo.com/news/august-jobs-report-consumer-confidence-what-to-know-this-week-202216254.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163776380","content_text":"New data on the U.S. labor market will be in focus this week, offering an updated look at how economic activity has been impacted as the spread of the Delta variant ramped up in the U.S. over the summer.\nThe Labor Department's August jobs report will be the marquee economic report out this week. Consensus economists expect to see that a still-robust 750,000 jobs came back in August, according to Bloomberg data. This would represent a significant print by pre-pandemic standards, but still mark a deceleration from July's increase of 943,000 jobs. The unemployment rate likely improved further, reaching 5.2% from the 5.4% reported during July.\nThe August jobs report is set to be an especially telling report, capturing the impact of the latest surge in coronavirus cases on the U.S. labor market. Other recent economic reports already began to reflect the Delta variant impacts on activity: Job creation in the U.S. services sector slowed by the most since February, while manufacturing sector workforce numbers increased by the least since last year, according to IHS Markit's latest purchasing managers' index reports.\n\"High frequency labor market data are signaling a marked slowdown in employment activity in the August payroll survey week, suggesting downside risk to our forecast,\" Bank of America economist Michelle Meyer wrote in a note on Friday, adding that she expects non-farm payrolls to grow by just 600,000 for August.\n\"Our below-consensus non-farm payrolls forecast is predicated on the markedly weaker high frequency employment data between the July and August payroll survey periods,\" Meyer added. \"Specifically, the Homebase and UKG employment series were both down 3.4% and 2.4%, respectively, over the month.\"\nThe outcome of the August jobs report will also be another closely watched data point informing the Federal Reserve's next moves on monetary policy, signaling whether the labor market has recovered enough to warrant a less accommodative tilt. Namely, many Fed officials have been waiting to see the evolution of the labor market recovery to determine the timing for the central bank to announce tapering of its $120 billion per month asset purchase program.\nLast week, Federal Reserve Chair Jerome Powell said during the central bank's virtual Jackson Hole symposium that there has \"been clear progress toward maximum employment\" and suggested \"it could be appropriate to start reducing the pace of asset purchases this year\" if the recovery continues to improve.\nHowever, he also flagged the ongoing risks introduced by the Delta variant, and added that an \"ill-time policy move\" could knock the recovery off its trajectory.\nNEW YORK, NEW YORK - MAY 27: People walk near Little Island park on May 27, 2021 in New York City. On May 19, all pandemic restrictions, including mask mandates, social distancing guidelines, venue capacities and restaurant curfews were lifted by New York Governor Andrew Cuomo. (Photo by Noam Galai/Getty Images)Noam Galai via Getty Images\n\"Given the emphasis that Powell and other FOMC members have placed on incoming data — especially on the labor market — the payrolls report will probably take on even greater importance than usual,\" Jonas Goltermann, senior markets economist for Capital Economics, wrote in a note on Friday. \"We expect another robust increase in U.S. employment,\"\nOther data in Friday's jobs report will include average hourly wage changes. These are expected to grow 0.3% over last month and 4.0% over last year, with these paces remaining roughly unchanged compared to July. The increases are set to come as job growth slows across lower-wage roles after an initial reopening surge in hiring in the spring and early summer, and as worker shortages push up compensation costs across many firms.\nConsumer confidence\nOther economic data due for release this week will reflect consumers' assessments of the recovery.\nThe Conference Board's consumer confidence index is set for release on Tuesday, with a drop baked into the forecast. Consensus economists expect the index to slip to 123.0 for August, down from 129.1 in July, according to Bloomberg data. July's print had been the highest since February 2020, marking a rebound in confidence back to pre-pandemic levels.\nThe Conference Board's labor differential, or difference between those who said jobs are \"plentiful\" less those who said jobs were \"hard to get,\" also increased to the most since 2000 in last month's report, pointing to the abundance of job openings as employers seek out workers to meet rising demand.\nConsumer confidence and sentiment indices have been monitored closely this year as a gauge of the outlook among Americans at large, pointing to consumers' propensity to spend and presaging demand trends for goods, services and labor down the line. The data have been bumpy in recent months, however, and have ebbed and flowed largely in line with COVID-19 infection trends.\nThe latest surge in the Delta variant catalyzed a collapse in the University of Michigan's Surveys of Consumers index for August, suggesting the Conference Board's measure might also see a similar dip for the month. The University of Michigan's consumer sentiment index slid to a 10-year low in August, plunging to 70.3 from July's 81.2.\n\"Consumers' extreme reactions were due to the surging Delta variant, higher inflation, slower wage growth, and smaller declines in unemployment,\" Richard Curtin, Surveys of Consumers chief economist, wrote in a press statement. \"The extraordinary falloff in sentiment also reflects an emotional response, from dashed hopes that the pandemic would soon end and lives could return to normal.\"\nEconomic calendar\n\nMonday: Pending home sales, month-over-month, July (0.4% expected, -1.9% in June); Dallas Fed Manufacturing Activity index, August (23.0 expected, 27.3 in July)\nTuesday: FHFA Home Price index, month-over-month, June (1.9% expected, 1.7% in May); S&P CoreLogic Case-Shiller 20-City index, month-over-month, June (1.87% expected, 1.81% in May); S&P CoreLogic Case-Shiller 20-City index, year-over-year, June (18.60% expected, 16.99% in May); MNI Chicago PMI, August (68.0 expected, 73.4 in July); Conference Board Consumer Confidence, August (123.4 expected, 129.1 in July)\nWednesday: MBA Mortgage Applications, week ended August 27 (1.6% during prior week); ADP employment change, August (650,000 expected, 330,000 in July); Markit U.S. Manufacturing PMI, August final (61.2 expected, 61.2 in prior print); Construction spending, month-over-month (0.2% expected, 0.1% in June); ISM Manufacturing index, August (58.5 expected, 59.5 in July)\nThursday: Challenger Job Cuts, year-over-year, August (-92.8% in July); Initial jobless claims, week ended August 28 (346,000 expected, 353,000 during prior week); Continuing claims, week ended August 21 (2.862 million during prior week); Unit labor costs, 2Q final (1.0% expected, 1.0% in prior print); Trade balance, July (-$74.1 billion expected, -$75.7 billion in June); Factory orders, July (0.3% expected, 1.5% in June); Durable goods orders, July final (-0.1% in prior print); Non-defense capital goods orders, excluding aircraft, July final (0.0% in prior print); Non-defense capital goods shipments, July final (1.0% in prior print)\nFriday: Change in non-farm payrolls, August (750,000 expected, 943,000 in July); Change in manufacturing payrolls, August (700,000 expected, 703,000 in July); Unemployment rate, August (5.2% expected, 5.4% in July); Average hourly earnings, month-over-month, August (0.3% expected, 0.4% in July); Average hourly earnings, year-over-year, August (3.9% expected, 4.0% in July); Markit U.S. services PMI, August final (55.2 expected, 55.2 in prior print); Markit U.S. composite PMI, August final (55.4 in prior print); ISM Services Index, August (62.0 expected, 64.1 in July)\n\nEarnings calendar\n\nMonday: Zoom Video Communications (ZM) after market close\nTuesday: Crowdstrike (CRWD) after market close\nWednesday: Campbell Soup (CPB) before market open; Okta (OKTA), Chewy (CHWY), C3.ai (AI), Asana (ASAN) after market close\nThursday: American Eagle Outfitters (AEO) before market open; Broadcom (AVGO), DocuSign (DOCU), MongoDB (MDB) after market close\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835443087,"gmtCreate":1629734955449,"gmtModify":1676530116987,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835443087","repostId":"2161577173","repostType":4,"repost":{"id":"2161577173","pubTimestamp":1629732496,"share":"https://ttm.financial/m/news/2161577173?lang=&edition=fundamental","pubTime":"2021-08-23 23:28","market":"us","language":"en","title":"Is a Surprise Coming for Medtronic (MDT) This Earnings Season?","url":"https://stock-news.laohu8.com/highlight/detail?id=2161577173","media":"Zacks","summary":"Investors are always looking for stocks that are poised to beat at earnings season and Medtronic PLC","content":"<p>Investors are always looking for stocks that are poised to beat at earnings season and <b><a href=\"https://laohu8.com/S/MDT\">Medtronic PLC</a> </b>may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.</p>\n<p>That is because for Medtronic is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator of some favorable trends underneath the surface for MDT in this report.</p>\n<p>In fact, the Most Accurate Estimate for the current quarter is currently at $1.36 per share for MDT, compared to a broader Zacks Consensus Estimate of $1.32 per share. This suggests that analysts have very recently bumped up their estimates for MDT, giving the stock a Zacks Earnings ESP of +3.21% heading into earnings season.</p>\n<h3>Medtronic PLC Price and EPS Surprise</h3>\n<h3><img src=\"https://static.tigerbbs.com/b8ea2fdc8c57123cb10d8392498dbb10\" tg-width=\"544\" tg-height=\"266\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></h3>\n<p>Medtronic PLC price-eps-surprise | Medtronic PLC Quote</p>\n<h3>Why is this Important?</h3>\n<p>A positive reading for the Zacks Earnings ESP has proven to be very powerful in producing both positive surprises, and outperforming the market. Our recent 10-year backtest shows that stocks that have a positive Earnings ESP and a Zacks Rank #3 (Hold) or better show a positive surprise nearly 70% of the time, and have returned over 28% on average in annual returns (see more Top Earnings ESP stocks here).</p>\n<p>Given that MDT has a Zacks Rank #3 and an ESP in positive territory, investors might want to consider this stock ahead of earnings. You can see&nbsp;<b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>Clearly, recent earnings estimate revisions suggest that good things are ahead for Medtronic, and that a beat might be in the cards for the upcoming report.</p>","source":"yahoofinance","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 a Surprise Coming for Medtronic (MDT) This Earnings Season?</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 a Surprise Coming for Medtronic (MDT) This Earnings Season?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/surprise-coming-medtronic-mdt-earnings-131801236.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are always looking for stocks that are poised to beat at earnings season and Medtronic PLC may be one such company. The firm has earnings coming up pretty soon, and events are shaping up ...</p>\n\n<a href=\"https://finance.yahoo.com/news/surprise-coming-medtronic-mdt-earnings-131801236.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MDT":"美敦力"},"source_url":"https://finance.yahoo.com/news/surprise-coming-medtronic-mdt-earnings-131801236.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2161577173","content_text":"Investors are always looking for stocks that are poised to beat at earnings season and Medtronic PLC may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.\nThat is because for Medtronic is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator of some favorable trends underneath the surface for MDT in this report.\nIn fact, the Most Accurate Estimate for the current quarter is currently at $1.36 per share for MDT, compared to a broader Zacks Consensus Estimate of $1.32 per share. This suggests that analysts have very recently bumped up their estimates for MDT, giving the stock a Zacks Earnings ESP of +3.21% heading into earnings season.\nMedtronic PLC Price and EPS Surprise\n\nMedtronic PLC price-eps-surprise | Medtronic PLC Quote\nWhy is this Important?\nA positive reading for the Zacks Earnings ESP has proven to be very powerful in producing both positive surprises, and outperforming the market. Our recent 10-year backtest shows that stocks that have a positive Earnings ESP and a Zacks Rank #3 (Hold) or better show a positive surprise nearly 70% of the time, and have returned over 28% on average in annual returns (see more Top Earnings ESP stocks here).\nGiven that MDT has a Zacks Rank #3 and an ESP in positive territory, investors might want to consider this stock ahead of earnings. You can see the complete list of today’s Zacks #1 Rank stocks here.\nClearly, recent earnings estimate revisions suggest that good things are ahead for Medtronic, and that a beat might be in the cards for the upcoming report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920940358,"gmtCreate":1670424617275,"gmtModify":1676538365160,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9920940358","repostId":"1181712898","repostType":4,"repost":{"id":"1181712898","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":1670423592,"share":"https://ttm.financial/m/news/1181712898?lang=&edition=fundamental","pubTime":"2022-12-07 22:33","market":"us","language":"en","title":"S&P 500 Opens Lower, Falling for a Fifth Day As Recession Risks Mount","url":"https://stock-news.laohu8.com/highlight/detail?id=1181712898","media":"Tiger Newspress","summary":"Stocks opened lower Wednesday as traders fretted over the possibility of a recession and the likelih","content":"<html><head></head><body><p>Stocks opened lower Wednesday as traders fretted over the possibility of a recession and the likelihood of a longer-than-expected hiking cycle from the Federal Reserve.</p><p>The Dow Jones Industrial Average dipped 34 points, or 0.1%, while the S&amp;P 500 futures lost 0.2%. The Nasdaq Composite traded lower by 0.4%.</p><p>Wall Street is coming off another tough session, with the Dow falling more than 350 points, or 1.03%. The S&amp;P 500 and Nasdaq Composite lost 1.4% and 2%, respectively.</p><p>Investors have been losing hope that the Fed will be able to engineer a so-called soft landing that successfully tamps down inflation through higher rates and also avoids a recession. Instead, concerns are swirling around the state of the economy and the likelihood of a downturn in 2023.</p><p>“All told, financial indicators point to a recession on the horizon,” wrote Wells Fargo’s Azhar Iqbal in a note to clients Wednesday. “The S&amp;P 500 has peaked ahead of recessions with an average lead time of four months over the past few business cycles. Taken together with the inverted yield curve, markets are clearly braced for a recession in 2023.”</p><p>Investors await more economic data this week for clues on what to expect from the Fed. Mortgage loan application data showed a decline last week despite a fall in rates.</p><p>The tail end of earnings season continued with a solid report from Campbell Soup.</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 Opens Lower, Falling for a Fifth Day As Recession Risks Mount</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Opens Lower, Falling for a Fifth Day As Recession Risks Mount\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\">2022-12-07 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks opened lower Wednesday as traders fretted over the possibility of a recession and the likelihood of a longer-than-expected hiking cycle from the Federal Reserve.</p><p>The Dow Jones Industrial Average dipped 34 points, or 0.1%, while the S&amp;P 500 futures lost 0.2%. The Nasdaq Composite traded lower by 0.4%.</p><p>Wall Street is coming off another tough session, with the Dow falling more than 350 points, or 1.03%. The S&amp;P 500 and Nasdaq Composite lost 1.4% and 2%, respectively.</p><p>Investors have been losing hope that the Fed will be able to engineer a so-called soft landing that successfully tamps down inflation through higher rates and also avoids a recession. Instead, concerns are swirling around the state of the economy and the likelihood of a downturn in 2023.</p><p>“All told, financial indicators point to a recession on the horizon,” wrote Wells Fargo’s Azhar Iqbal in a note to clients Wednesday. “The S&amp;P 500 has peaked ahead of recessions with an average lead time of four months over the past few business cycles. Taken together with the inverted yield curve, markets are clearly braced for a recession in 2023.”</p><p>Investors await more economic data this week for clues on what to expect from the Fed. Mortgage loan application data showed a decline last week despite a fall in rates.</p><p>The tail end of earnings season continued with a solid report from Campbell Soup.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181712898","content_text":"Stocks opened lower Wednesday as traders fretted over the possibility of a recession and the likelihood of a longer-than-expected hiking cycle from the Federal Reserve.The Dow Jones Industrial Average dipped 34 points, or 0.1%, while the S&P 500 futures lost 0.2%. The Nasdaq Composite traded lower by 0.4%.Wall Street is coming off another tough session, with the Dow falling more than 350 points, or 1.03%. The S&P 500 and Nasdaq Composite lost 1.4% and 2%, respectively.Investors have been losing hope that the Fed will be able to engineer a so-called soft landing that successfully tamps down inflation through higher rates and also avoids a recession. Instead, concerns are swirling around the state of the economy and the likelihood of a downturn in 2023.“All told, financial indicators point to a recession on the horizon,” wrote Wells Fargo’s Azhar Iqbal in a note to clients Wednesday. “The S&P 500 has peaked ahead of recessions with an average lead time of four months over the past few business cycles. Taken together with the inverted yield curve, markets are clearly braced for a recession in 2023.”Investors await more economic data this week for clues on what to expect from the Fed. Mortgage loan application data showed a decline last week despite a fall in rates.The tail end of earnings season continued with a solid report from Campbell Soup.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967218164,"gmtCreate":1670334575158,"gmtModify":1676538345976,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967218164","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVAV":"AeroVironment公司","BZUN":"宝尊电商","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963265653,"gmtCreate":1668695447973,"gmtModify":1676538098505,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963265653","repostId":"1101225329","repostType":4,"repost":{"id":"1101225329","pubTimestamp":1668692266,"share":"https://ttm.financial/m/news/1101225329?lang=&edition=fundamental","pubTime":"2022-11-17 21:37","market":"us","language":"en","title":"Fed’s Bullard Says More Hikes Needed to Get to Restrictive Level","url":"https://stock-news.laohu8.com/highlight/detail?id=1101225329","media":"Bloomberg","summary":"Policy rules that he presents show 5%-7% restrictive ratesTightening has had limited effect on infla","content":"<html><head></head><body><ul><li>Policy rules that he presents show 5%-7% restrictive rates</li><li>Tightening has had limited effect on inflation so far, he says</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df3fa84ee0ce74fcc1806893b9021a7\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>James Bullard</span></p><p>Federal Reserve Bank of St. Louis President James Bullard urged policymakers to raise interest rates further, saying the level will need to be higher to meet the central bank’s goal to be “sufficiently restrictive” to bring down inflation.</p><p>“Even under these generous assumptions, the policy rate is not yet in a zone that may be considered sufficiently restrictive,” Bullard said Thursday in Louisville, Kentucky at an event hosted by Greater Louisville Inc. “To attain a sufficiently restrictive level, the policy rate will need to be increased further.”</p><p>Bullard presented charts showing a sufficiently restrictive rate might be between about 5% and 7%, though he didn’t spell out in his prepared remarks what rate level he favored. The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor. That compares with the current 3.75% to 4% target level of the Fed’s benchmark rate, which it reached earlier this month.</p><p>The St. Louis Fed leader, who has been among the more hawkish of policy makers this year, was the latest central banker to call for additional action. The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation rate at a four-decade high.</p><p>“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said.</p><p>Bullard in his prepared comments didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s Dec. 13-14 meeting. A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation.</p><p>“It is possible that increased financial stress could develop,” Bullard said. However, the transparency with which these policy rate increases have been delivered, along with forward guidance, “seems to have allowed for a relatively orderly transition to a higher level of interest rates so far,” he said.</p><p>Bullard said the St. Louis Fed’s financial stress index is so far indicating a relatively low level of financial stress, despite the sharp increase in rates this year.</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’s Bullard Says More Hikes Needed to Get to Restrictive Level</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Bullard Says More Hikes Needed to Get to Restrictive Level\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 21:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Policy rules that he presents show 5%-7% restrictive ratesTightening has had limited effect on inflation so far, he saysJames BullardFederal Reserve Bank of St. Louis President James Bullard urged ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101225329","content_text":"Policy rules that he presents show 5%-7% restrictive ratesTightening has had limited effect on inflation so far, he saysJames BullardFederal Reserve Bank of St. Louis President James Bullard urged policymakers to raise interest rates further, saying the level will need to be higher to meet the central bank’s goal to be “sufficiently restrictive” to bring down inflation.“Even under these generous assumptions, the policy rate is not yet in a zone that may be considered sufficiently restrictive,” Bullard said Thursday in Louisville, Kentucky at an event hosted by Greater Louisville Inc. “To attain a sufficiently restrictive level, the policy rate will need to be increased further.”Bullard presented charts showing a sufficiently restrictive rate might be between about 5% and 7%, though he didn’t spell out in his prepared remarks what rate level he favored. The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor. That compares with the current 3.75% to 4% target level of the Fed’s benchmark rate, which it reached earlier this month.The St. Louis Fed leader, who has been among the more hawkish of policy makers this year, was the latest central banker to call for additional action. The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation rate at a four-decade high.“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said.Bullard in his prepared comments didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s Dec. 13-14 meeting. A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation.“It is possible that increased financial stress could develop,” Bullard said. However, the transparency with which these policy rate increases have been delivered, along with forward guidance, “seems to have allowed for a relatively orderly transition to a higher level of interest rates so far,” he said.Bullard said the St. Louis Fed’s financial stress index is so far indicating a relatively low level of financial stress, despite the sharp increase in rates this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}