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2021-07-11

All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.

Top 10 Cloud Stocks to Buy on the Next Dip

2021-07-09

And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.

Are Treasury yields sniffing out a Fed mistake?: At the Open

2021-07-07

Maybe can take advantage on a short term investment.

Sorry, the original content has been removed

2021-07-12

Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.

Sorry, the original content has been removed

2021-07-07

A long article but definitely worth the read.

Facebook: $1 Trillion Is Just The Beginning

2021-07-04

A good read. It covers most of everything.

Second-Half 2021: Market Forecasts, Thoughts and Observations

2021-07-10

Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.

Nio Throws New Challenge At Tesla As Competition Heats Up

2021-07-03

The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.

U.S. stocks sweep to fresh highs after strong jobs report

2021-07-17

After reading this article, my worries have lessen a bit.. Haha..

Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside

2021-07-16

Now, this is a good analysis. Driven straight from the stats.

Sorry, the original content has been removed

2021-06-23

Nice review

Dow is flat following the blue-chip average’s best day since March

2021-06-24

Good review

S&P 500 rises for a third day as comeback rally continues

2021-06-23

That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.

Cathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?

Go to Tiger App to see more news

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Haha..&nbsp;","listText":"After reading this article, my worries&nbsp;have lessen a bit.. Haha..&nbsp;","text":"After reading this article, my worries have lessen a bit.. Haha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179391749","repostId":"1171115394","repostType":4,"repost":{"id":"1171115394","kind":"news","pubTimestamp":1626441684,"share":"https://ttm.financial/m/news/1171115394?lang=&edition=fundamental","pubTime":"2021-07-16 21:21","market":"us","language":"en","title":"Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=1171115394","media":"seekingalpha","summary":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1","content":"<p><b>Summary</b></p>\n<ul>\n <li>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.</li>\n <li>Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</li>\n <li>The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.</li>\n</ul>\n<p>In apoll of my followers on LinkedInand Twitter, I asked, \"What US S&amp;P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ad66b8ae3f6ba781bf8dc6539440157\" tg-width=\"654\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><span>But EV/EBITDA at 17.2x is way above average</span></p>\n<p>But EV/EBITDA at 17.2x is way above average</p>\n<p>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</p>\n<p><img src=\"https://static.tigerbbs.com/455b1c6e46a203eac21cf1558f19a8b6\" tg-width=\"644\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>The market hasn't touched the Shiller CAPE 2000 peak</p>\n<p>Robert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.</p>\n<p>A fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.</p>\n<p><img src=\"https://static.tigerbbs.com/4fadd296792cb1ac8c32a0fd2505f479\" tg-width=\"648\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Though expensive, we are not in uncharted territory</p>\n<p>We calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile &gt;12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.</p>\n<p><img src=\"https://static.tigerbbs.com/afb8b967176a977c3e3aae8221fd54c9\" tg-width=\"608\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Today's buyers may not see positive returns</p>\n<p>We next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.</p>\n<p>Those subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\">.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Recent EPS collapse has been much shorter time</p>\n<p>The next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).</p>\n<p>A fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.</p>\n<p><img src=\"https://static.tigerbbs.com/445a232da0f6b76431ae38194fde2e22\" tg-width=\"622\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin recovery is in place</p>\n<p>The net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/dbe8d0714e329dbc65b118f09f807e3f\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside</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\">\nInvestors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside\">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://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171115394","content_text":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\nThe current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.\n\nIn apoll of my followers on LinkedInand Twitter, I asked, \"What US S&P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.\nBut EV/EBITDA at 17.2x is way above average\nBut EV/EBITDA at 17.2x is way above average\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\n\nThe market hasn't touched the Shiller CAPE 2000 peak\nRobert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.\nA fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.\n\nThough expensive, we are not in uncharted territory\nWe calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile >12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.\n\nToday's buyers may not see positive returns\nWe next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.\nThose subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.\n.\n\nRecent EPS collapse has been much shorter time\nThe next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).\nA fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.\n\nMargin recovery is in place\nThe net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147784069,"gmtCreate":1626391810351,"gmtModify":1703759105717,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","listText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","text":"Now, this is a good analysis. Driven straight from the stats.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147784069","repostId":"1155093230","repostType":4,"repost":{"id":"1155093230","kind":"news","pubTimestamp":1626359281,"share":"https://ttm.financial/m/news/1155093230?lang=&edition=fundamental","pubTime":"2021-07-15 22:28","market":"us","language":"en","title":"The Big Crash Is Imminent","url":"https://stock-news.laohu8.com/highlight/detail?id=1155093230","media":"seekingalpha","summary":"Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during","content":"<p><b>Summary</b></p>\n<ul>\n <li>The continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.</li>\n <li>The bubble is relatively concentrated and doesn't necessarily pose threats to the market as a whole.</li>\n <li>While it is clear that there is a strong deviation from historical valuation norms, valuations could continue to rise (at least in the short term).</li>\n <li>This article is not meant as fear-mongering, and I may very possibly be wrong about my hypothesis.</li>\n</ul>\n<p>It seems that the talk about whether we are in another Tech bubble has been going on for many years. Articles and news calling for the 'crash of the decade' have been condemned as fear-mongering with little substance to them. After all, technology stocks kept on rising, and those who listened missed out on impressive gains. Now, generally speaking, neither have I been too worried about valuations in the best, as fundamentals towards Technology in our society are simply too strong.</p>\n<p>However, a lot has changed over the course of the pandemic, which has led me to rethink my perspective. As the global pandemic shut down economies around the world and caused substantial economic contraction, federal banks counteracted by injecting trillions of dollars into the economy in the form of stimulus checks, grants, loans, etc. As a result, fresh liquidity immediately reflected itself in stocks and other market instruments.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c688f97bd5e513daa2e0c76d5ace6a1c\" tg-width=\"1845\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p>\n<p>Throughout this article, I want to demonstrate a few graphs to strengthen my argument, with the chart above being the first one. The Nasdaq 100 is perhaps the most common index to track the technology market, although it only includes profitable and large-cap Tech stocks. On average, the index currently holds a Price to Sales ratio of 5.7x, levels that the Index last saw in early 2001 after the dot.com bubble began to bust.</p>\n<p>It is important to note that at the height of the bubble, the ratio stood at 7.5x, around 30% higher than it is right now. Still, the median valuation has been trailing significantly lower, at around 3.5x over the last 20 years. Of course, it can be argued that Technology deserves a higher valuation these days due to the increased use of Technology and perhaps higher growth rates. However, should Technology valuations be nearly 100% higher than just 5 years ago, in 2016, where Technology integration was pretty much at the same level as today?</p>\n<p>Profitability</p>\n<p>In recent years, unprofitable but growing companies have been favored over mature and profitable companies. Usually, rotations from Growth to Value or the other way around occur every 2-5 years, which is totally unsurprising. Historically, in terms of performance, there has been no significant difference in terms of returns on a risk-adjusted basis - it really does depend on the time period of investing. That said, in the last 5 years, growth outperformed value by a wide margin - by 105% to be exact. I derived this from the 5-year performance chart of Vanguard's Growth ETF vs. Vanguard's Value ETF. This compares with an expected anomaly of 5% annually or a 28% expected anomaly for a 5-year time period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02ae7e7ebc11fdc907d363cb5da38576\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"><span>Source: Leuthold Group</span></p>\n<p>Unsurprisingly, the number and market value of unprofitable companies has skyrocketed throughout the last couple of years. Here, the total number of unprofitable firms has skyrocketed to over 200, while their combined value handily beats 2000 levels, reaching nearly $2.5 trillion (3 times higher than in 2000). Of course, there is more money in circulation today, so when accounting for the dollar's real value, they are at comparable levels. Again, either way you twist it, there is a significant anomaly in the value of unprofitable companies in the stock market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5804bc535329d20e013417a7e3f95614\" tg-width=\"500\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source: FT</span></p>\n<p>As a result, startups have utilized the opportunity to raise as much money as possible by going public. In total, nearly 900 companies in the U.S. have gone public in 2021, raising over $202 billion collectively. Before, the previous record was set in 2000, when around 600 companies rang the bell. What's even more frightening is the fact that a large portion of IPOs went public through special-purpose acquisition companies (SPACs). Many of these companies were acquired early on, with the only objective to go public as soon as possible. Here, various blank-check companies generate little or no revenues and face a rockier path to raising money through traditional IPOs.</p>\n<p>Today's Bubble</p>\n<p>Frankly, today's bubble is fundamentally different from the 2000 bubble, although there are striking similarities. Arguably, the dot.com bubble revolved purely around Internet stocks. Today, the bubble is much broader, ranging from old written-off industries to Consumer Tech, being concentrated on Cybersecurity. This makes sense, considering Cybersecurity is a quickly evolving industry with potentially billions of earnings for future winners in the space. The same applies to E-commerce, Fintech, Cloud Computing, Gene Editing, and other major future industries.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68b42d04a15d16c506a4abf4feb58df0\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>This brings me to my next chart: High-flying stars of the early Internet era traded at similar multiples to cloud computing stars of today (when adjusted for monetary changes). However, early market leaders tend to lose competitive advantages in rising industries, in what someresearchersrefer to as \"First to Market First to Fail.\" Here, early entrants typically bury the greatest market and technological uncertainties.</p>\n<p>In other words, no one knows yet how our new industries will look like and how consumer trends will evolve. For instance, Facebook(NASDAQ:FB)was the 10th social networking company, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)the 12th search engine, etc. Thus, today's most promising companies are unlikely to be the most promising companies 10 years from now. It is therefore questionable if current valuations can be supported in the long term.</p>\n<p>This is where I want to introduce Cisco's(NASDAQ:CSCO)example from 1999. At the time, the dominating Internet company briefly became the world's mostvaluablecompany, boasting a market cap of $569 billion. Certainly, the market wasn't being crazy at the time, considering Cisco's impressive growth rates and a trillion dollars industry ahead that was changing the world. An extract from Cisco's annual report in 1999:</p>\n<blockquote>\n \"Cisco predicted that the Internet would change the way we work, live, play, and learn. For the fiscal year ending July 31, 1999, Cisco reported revenue of $12.15 billion, a 43 percent increase compared with revenue of $8.49 billion in fiscal 1998. Net income for the year was $2.10 billion or $0.62 per common share, compared with fiscal 1998 net income of $1.35 billion or $0.42 per common share. - CiscoAnnual Report1999\"\n</blockquote>\n<p>Now, at the height of Cisco's valuation, the stock was trading at around 35 times Price to Sales, which is comparable to today's valuations, considering gross margins and growth rates. As with every new industry, competition eventually took market share from Cisco and crushed growth rates, leading to a sequential 87% drop in its share price. Although shares somewhat recovered, Cisco is still trading some 33% below all-time highs 22 years later.</p>\n<p><b>\"Cisco Could Be Safest Net Play Around\" -Bloomberg 1999</b></p>\n<p>Again, that does not necessarily mean that the same will happen to today's stars. After all, early winners like Amazon(NASDAQ:AMZN)and Microsoft(NASDAQ:MSFT)eventually recovered and are now trading well above dot.com levels. However, it is quite unlikely that all of today's stars will also be tomorrow's stars.</p>\n<p>Inflation...</p>\n<p>Arguably, inflation serves as one of the biggest investment risks in today's market. It was somewhat expected that inflation would tick up once the economy starts to recover with consumer spending skyrocketing. In this regard, the consumer price index rose by 5.4% in June, the highest since August 2008. That is well above the 5% rise reported in May and higher than the 4.9% increase that economists initially forecast. This challenges the Federal Reserve's hopes that the burst of inflationary pressures accompanying the economic reopening will be of temporary nature. Earlier, investors and economists have scrutinized the Federal Reserve's aggressive fiscal and monetary policy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f507c5687771a8a8de99a914be11665\" tg-width=\"640\" tg-height=\"411\" referrerpolicy=\"no-referrer\"><span>Source: Twitter</span></p>\n<p>Fiscal and monetary policy usually serve as driving factors for the creation of bubbles and are simultaneously responsible for their destruction. For instance, in 2000, the Federal Reserve raised interest rates several times; these actions are believed to have caused the bursting of the dot-com bubble. Interestingly, after the Federal Reserve raised interest rates, stocks initially rallied. If we draw comparisons, a similar price movement can be observed today in Tech stocks, particularly growth stocks. Here, prominent names have been rising by 50% or more since May, despite the Fedwarningof higher interest rates and the potential for 'significant declines' in asset prices as valuations continue to climb.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a305d90c1f4751d0267c01347a54a33\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>That said, Fed President Jim Bullard expects the first interest rate hike coming as soon as 2022, which would be even faster than the consensusexpectationfor the first increase to happen in 2023. Earlier in March, officials initially indicated that they see no increase happening until at least 2024. In other words, in a matter of months, the timeline for a rate hike has shifted forward by 2 years. Thus, the next few months will be crucial to determine which way the timeline will shift; for now, it appears that the prior date is more likely.</p>\n<p>What about Big Tech?</p>\n<p>The question remains whether Big Tech stocks will be as severely affected during a notable pullback. Interestingly, except Apple(NASDAQ:AAPL)and Microsoft, FAANG members, including Facebook, Amazon, and Netflix(NASDAQ:NFLX), have been trailing behind in terms of performance, being reflected in the given valuations. Only Apple and Microsoft saw a notable valuation expansion in every significant metric out of the prominent Big Tech names. Here, Apple's P/E and P/S ratio nearly tripled over the last 5 years from 10x to 32x and 2.5x to 7.5x, respectively. These are historical valuation levels and dwarf the valuation expansions of Microsoft and Alphabet, which are supported by growing profitability over the years. However, it should be noticed that Apple's Price to Book Value disproportionately increased as a result of share buybacks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/596471096e40e42abea97e9ed5a0a6d6\" tg-width=\"635\" tg-height=\"501\"><span>Data by YCharts</span></p>\n<p>On the other hand, Facebook and Amazon observed no significant valuation expansion, which can be tied back to regulatory scrutiny and an overall rotation towards high-growth stocks. Thus, since their market betas are lower than other Tech stocks mentioned earlier, these stocks can serve as a safe haven, at least to some extent. However, an overall drop in the market will lead to short-term weakness in every Technology stock, undervalued or not. Nevertheless, stocks that have underperformed in the rally over the last five years are more likely to outperform during a downturn. Moreover, large Tech companies are less sensitive to higher inflation as they will earn higher interest on their cash reserves.</p>\n<p>So What?</p>\n<p>The stock market is always driven by two contradicting emotions: Fear and Optimism. Over the last couple of years, optimism has clearly dominated the Growth/Technology market, yielding impressive returns and widely outperforming stable but profitable companies. However, valuation growth exceeded business growth for many high-growth companies, making various stocks appear increasingly overvalued. While higher valuations can be supported by the acceleration of Technology in the future, striking similarities of the Tech bubble in 2000 make me increasingly cautious of today's market environment.</p>\n<p>Bubble or not, many graphs point to a significant anomaly in valuations, and it will be difficult for companies to justify these sorts of valuations in the long term. More importantly, a heating economy with rising inflation will pressure the Federal Reserve to raise interest rates to prevent an economic contraction.</p>\n<p>Nonetheless, investors can protect themselves by rotating back into stable value stocks or Big Tech companies that have underperformed on a relative basis. The issue with every insurance is that you are only being paid in the case of a crash, quite literally. After all, valuations of high-growth stocks could continue rising and those not invested miss out on potential gains. Another viable option could be to rotate back into cash, but the same prior issue applies here. Even those who decide to short stocks have to be careful since an upside ceiling doesn't exist in the market.</p>\n<p>This is the point where I would like to address the risks of my thesis: First, inflation may stabilize quicker than expected, which would push a potential interest rate hike back to 2024 or later. In this case, money will continue to be cheap, which will support higher valuations and the growth market in general. Secondly, companies can scale somewhat faster today, making a historical valuation comparison to early years less relevant. Lastly, I could be underappreciating given growth rates and the ability of management to shake off competition in the long run. Still, given the various uncertainties around valuations, I am more fearful than optimistic at the moment.</p>\n<p>In either way, if you have a different opinion or any counterarguments to my thesis, I'm happy to hear about it in the comment section!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Big Crash Is Imminent</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 Big Crash Is Imminent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439223-the-big-crash-is-imminent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.\nThe bubble is relatively concentrated and doesn't necessarily pose ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439223-the-big-crash-is-imminent\">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://seekingalpha.com/article/4439223-the-big-crash-is-imminent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155093230","content_text":"Summary\n\nThe continuous easing of monetary policy inflated various stocks to levels last seen during the dot.com bubble in 2000.\nThe bubble is relatively concentrated and doesn't necessarily pose threats to the market as a whole.\nWhile it is clear that there is a strong deviation from historical valuation norms, valuations could continue to rise (at least in the short term).\nThis article is not meant as fear-mongering, and I may very possibly be wrong about my hypothesis.\n\nIt seems that the talk about whether we are in another Tech bubble has been going on for many years. Articles and news calling for the 'crash of the decade' have been condemned as fear-mongering with little substance to them. After all, technology stocks kept on rising, and those who listened missed out on impressive gains. Now, generally speaking, neither have I been too worried about valuations in the best, as fundamentals towards Technology in our society are simply too strong.\nHowever, a lot has changed over the course of the pandemic, which has led me to rethink my perspective. As the global pandemic shut down economies around the world and caused substantial economic contraction, federal banks counteracted by injecting trillions of dollars into the economy in the form of stimulus checks, grants, loans, etc. As a result, fresh liquidity immediately reflected itself in stocks and other market instruments.\nSource: Bloomberg\nThroughout this article, I want to demonstrate a few graphs to strengthen my argument, with the chart above being the first one. The Nasdaq 100 is perhaps the most common index to track the technology market, although it only includes profitable and large-cap Tech stocks. On average, the index currently holds a Price to Sales ratio of 5.7x, levels that the Index last saw in early 2001 after the dot.com bubble began to bust.\nIt is important to note that at the height of the bubble, the ratio stood at 7.5x, around 30% higher than it is right now. Still, the median valuation has been trailing significantly lower, at around 3.5x over the last 20 years. Of course, it can be argued that Technology deserves a higher valuation these days due to the increased use of Technology and perhaps higher growth rates. However, should Technology valuations be nearly 100% higher than just 5 years ago, in 2016, where Technology integration was pretty much at the same level as today?\nProfitability\nIn recent years, unprofitable but growing companies have been favored over mature and profitable companies. Usually, rotations from Growth to Value or the other way around occur every 2-5 years, which is totally unsurprising. Historically, in terms of performance, there has been no significant difference in terms of returns on a risk-adjusted basis - it really does depend on the time period of investing. That said, in the last 5 years, growth outperformed value by a wide margin - by 105% to be exact. I derived this from the 5-year performance chart of Vanguard's Growth ETF vs. Vanguard's Value ETF. This compares with an expected anomaly of 5% annually or a 28% expected anomaly for a 5-year time period.\nSource: Leuthold Group\nUnsurprisingly, the number and market value of unprofitable companies has skyrocketed throughout the last couple of years. Here, the total number of unprofitable firms has skyrocketed to over 200, while their combined value handily beats 2000 levels, reaching nearly $2.5 trillion (3 times higher than in 2000). Of course, there is more money in circulation today, so when accounting for the dollar's real value, they are at comparable levels. Again, either way you twist it, there is a significant anomaly in the value of unprofitable companies in the stock market.\nSource: FT\nAs a result, startups have utilized the opportunity to raise as much money as possible by going public. In total, nearly 900 companies in the U.S. have gone public in 2021, raising over $202 billion collectively. Before, the previous record was set in 2000, when around 600 companies rang the bell. What's even more frightening is the fact that a large portion of IPOs went public through special-purpose acquisition companies (SPACs). Many of these companies were acquired early on, with the only objective to go public as soon as possible. Here, various blank-check companies generate little or no revenues and face a rockier path to raising money through traditional IPOs.\nToday's Bubble\nFrankly, today's bubble is fundamentally different from the 2000 bubble, although there are striking similarities. Arguably, the dot.com bubble revolved purely around Internet stocks. Today, the bubble is much broader, ranging from old written-off industries to Consumer Tech, being concentrated on Cybersecurity. This makes sense, considering Cybersecurity is a quickly evolving industry with potentially billions of earnings for future winners in the space. The same applies to E-commerce, Fintech, Cloud Computing, Gene Editing, and other major future industries.\nData by YCharts\nThis brings me to my next chart: High-flying stars of the early Internet era traded at similar multiples to cloud computing stars of today (when adjusted for monetary changes). However, early market leaders tend to lose competitive advantages in rising industries, in what someresearchersrefer to as \"First to Market First to Fail.\" Here, early entrants typically bury the greatest market and technological uncertainties.\nIn other words, no one knows yet how our new industries will look like and how consumer trends will evolve. For instance, Facebook(NASDAQ:FB)was the 10th social networking company, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)the 12th search engine, etc. Thus, today's most promising companies are unlikely to be the most promising companies 10 years from now. It is therefore questionable if current valuations can be supported in the long term.\nThis is where I want to introduce Cisco's(NASDAQ:CSCO)example from 1999. At the time, the dominating Internet company briefly became the world's mostvaluablecompany, boasting a market cap of $569 billion. Certainly, the market wasn't being crazy at the time, considering Cisco's impressive growth rates and a trillion dollars industry ahead that was changing the world. An extract from Cisco's annual report in 1999:\n\n \"Cisco predicted that the Internet would change the way we work, live, play, and learn. For the fiscal year ending July 31, 1999, Cisco reported revenue of $12.15 billion, a 43 percent increase compared with revenue of $8.49 billion in fiscal 1998. Net income for the year was $2.10 billion or $0.62 per common share, compared with fiscal 1998 net income of $1.35 billion or $0.42 per common share. - CiscoAnnual Report1999\"\n\nNow, at the height of Cisco's valuation, the stock was trading at around 35 times Price to Sales, which is comparable to today's valuations, considering gross margins and growth rates. As with every new industry, competition eventually took market share from Cisco and crushed growth rates, leading to a sequential 87% drop in its share price. Although shares somewhat recovered, Cisco is still trading some 33% below all-time highs 22 years later.\n\"Cisco Could Be Safest Net Play Around\" -Bloomberg 1999\nAgain, that does not necessarily mean that the same will happen to today's stars. After all, early winners like Amazon(NASDAQ:AMZN)and Microsoft(NASDAQ:MSFT)eventually recovered and are now trading well above dot.com levels. However, it is quite unlikely that all of today's stars will also be tomorrow's stars.\nInflation...\nArguably, inflation serves as one of the biggest investment risks in today's market. It was somewhat expected that inflation would tick up once the economy starts to recover with consumer spending skyrocketing. In this regard, the consumer price index rose by 5.4% in June, the highest since August 2008. That is well above the 5% rise reported in May and higher than the 4.9% increase that economists initially forecast. This challenges the Federal Reserve's hopes that the burst of inflationary pressures accompanying the economic reopening will be of temporary nature. Earlier, investors and economists have scrutinized the Federal Reserve's aggressive fiscal and monetary policy.\nSource: Twitter\nFiscal and monetary policy usually serve as driving factors for the creation of bubbles and are simultaneously responsible for their destruction. For instance, in 2000, the Federal Reserve raised interest rates several times; these actions are believed to have caused the bursting of the dot-com bubble. Interestingly, after the Federal Reserve raised interest rates, stocks initially rallied. If we draw comparisons, a similar price movement can be observed today in Tech stocks, particularly growth stocks. Here, prominent names have been rising by 50% or more since May, despite the Fedwarningof higher interest rates and the potential for 'significant declines' in asset prices as valuations continue to climb.\nData by YCharts\nThat said, Fed President Jim Bullard expects the first interest rate hike coming as soon as 2022, which would be even faster than the consensusexpectationfor the first increase to happen in 2023. Earlier in March, officials initially indicated that they see no increase happening until at least 2024. In other words, in a matter of months, the timeline for a rate hike has shifted forward by 2 years. Thus, the next few months will be crucial to determine which way the timeline will shift; for now, it appears that the prior date is more likely.\nWhat about Big Tech?\nThe question remains whether Big Tech stocks will be as severely affected during a notable pullback. Interestingly, except Apple(NASDAQ:AAPL)and Microsoft, FAANG members, including Facebook, Amazon, and Netflix(NASDAQ:NFLX), have been trailing behind in terms of performance, being reflected in the given valuations. Only Apple and Microsoft saw a notable valuation expansion in every significant metric out of the prominent Big Tech names. Here, Apple's P/E and P/S ratio nearly tripled over the last 5 years from 10x to 32x and 2.5x to 7.5x, respectively. These are historical valuation levels and dwarf the valuation expansions of Microsoft and Alphabet, which are supported by growing profitability over the years. However, it should be noticed that Apple's Price to Book Value disproportionately increased as a result of share buybacks.\nData by YCharts\nOn the other hand, Facebook and Amazon observed no significant valuation expansion, which can be tied back to regulatory scrutiny and an overall rotation towards high-growth stocks. Thus, since their market betas are lower than other Tech stocks mentioned earlier, these stocks can serve as a safe haven, at least to some extent. However, an overall drop in the market will lead to short-term weakness in every Technology stock, undervalued or not. Nevertheless, stocks that have underperformed in the rally over the last five years are more likely to outperform during a downturn. Moreover, large Tech companies are less sensitive to higher inflation as they will earn higher interest on their cash reserves.\nSo What?\nThe stock market is always driven by two contradicting emotions: Fear and Optimism. Over the last couple of years, optimism has clearly dominated the Growth/Technology market, yielding impressive returns and widely outperforming stable but profitable companies. However, valuation growth exceeded business growth for many high-growth companies, making various stocks appear increasingly overvalued. While higher valuations can be supported by the acceleration of Technology in the future, striking similarities of the Tech bubble in 2000 make me increasingly cautious of today's market environment.\nBubble or not, many graphs point to a significant anomaly in valuations, and it will be difficult for companies to justify these sorts of valuations in the long term. More importantly, a heating economy with rising inflation will pressure the Federal Reserve to raise interest rates to prevent an economic contraction.\nNonetheless, investors can protect themselves by rotating back into stable value stocks or Big Tech companies that have underperformed on a relative basis. The issue with every insurance is that you are only being paid in the case of a crash, quite literally. After all, valuations of high-growth stocks could continue rising and those not invested miss out on potential gains. Another viable option could be to rotate back into cash, but the same prior issue applies here. Even those who decide to short stocks have to be careful since an upside ceiling doesn't exist in the market.\nThis is the point where I would like to address the risks of my thesis: First, inflation may stabilize quicker than expected, which would push a potential interest rate hike back to 2024 or later. In this case, money will continue to be cheap, which will support higher valuations and the growth market in general. Secondly, companies can scale somewhat faster today, making a historical valuation comparison to early years less relevant. Lastly, I could be underappreciating given growth rates and the ability of management to shake off competition in the long run. Still, given the various uncertainties around valuations, I am more fearful than optimistic at the moment.\nIn either way, if you have a different opinion or any counterarguments to my thesis, I'm happy to hear about it in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146953852,"gmtCreate":1626050793576,"gmtModify":1703752295333,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","listText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","text":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146953852","repostId":"1172063633","repostType":4,"repost":{"id":"1172063633","kind":"news","pubTimestamp":1626049566,"share":"https://ttm.financial/m/news/1172063633?lang=&edition=fundamental","pubTime":"2021-07-12 08:26","market":"us","language":"en","title":"Five Things You Need to Know to Start Your Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1172063633","media":"Bloomberg","summary":"China’s slowing economic rebound sends a warning to the world. Branson’s blast-off is another step t","content":"<p>China’s slowing economic rebound sends a warning to the world. Branson’s blast-off is another step toward space tourism. Sydney’s lockdown is unlikely&nbsp;to be lifted as scheduled. Here’s what you need to know.</p>\n<p><b>Fading Rebound</b></p>\n<p>China’s V-shaped economic rebound from the Covid-19 pandemic is slowing,sending a warning to the rest of worldabout how durable their own recoveries will prove to be.&nbsp;Data on Thursday is expected to show&nbsp;growth eased&nbsp;in the second quarter to 8% from the record gain of 18.3% in the first quarter, according to a Bloomberg poll of economists. The economy was always expected to descend from the heights hit during its initial rebound and as last year’s low base effect washes out. But economists say the softening has come sooner than expected, and could now ripple across the world.</p>\n<p><b>Starting Up</b></p>\n<p>Asian&nbsp;stocks&nbsp;are set tostart the week higherafter U.S. equities chalked fresh records Friday in a broad-based rebound. The Australian dollar dipped in early trading as Sydney’s worsening virus cases threaten to lengthen a lockdown. Futures&nbsp;rose in Japan, Australia and Hong Kong. Major U.S. benchmarks ended last week at all-time highs as investors continued to bet that global growth remains on track despite new Covid-19 variants. China’s central bank cut the&nbsp;amount of cash&nbsp;most banks must hold in reserve, underpinning gains, and the government&nbsp;proposed&nbsp;new rules on companies listing overseas. Treasuries snapped an eight-session rally and the dollar dipped against major peers.</p>\n<p><b>Space Success</b></p>\n<p>Billionaire Richard Branson’s long-awaited test flight to space, taken alongside five of his Virgin Galactic&nbsp;employees,bolsters the company’s planto debut tourism trips next year.&nbsp;The VSS Unity space plane detached from a carrier aircraft high over New Mexico and rocketed to a speed of Mach 3 on its way to an altitude more than 53 miles (86 kilometers) above the Earth.&nbsp;Virgin Galactic’s test flight demonstrated that such trips,&nbsp;once the stuff of science fiction,&nbsp;are becoming increasingly realistic.&nbsp;&nbsp;Later this month&nbsp;Amazon.com Inc.&nbsp;founder Jeff Bezos plans to fly on a rocket made by Blue Origin, his space venture. Both companies envision businesses catering to wealthy tourists willing to pay top dollar for a short period of weightlessness and an unforgettable view of the Earth.</p>\n<p><b>Tax&nbsp;Timeline</b></p>\n<p>U.S. Treasury Secretary Janet Yellen began toput a timelineon when the Biden administration hopes Congress can take up two key portions of a global tax agreement endorsed Saturday by Group of 20 finance ministers in Venice.&nbsp;Speaking to the press on Sunday, Yellen declined, however, to signal whether she believes part of the plan will require a two-thirds vote in the Senate, an impossible hurdle unless Republicans come round to supporting the deal. She&nbsp;reiterated that she hoped Congress would approve the portion of the deal that would impose a global minimum tax rate on corporations of at least 15%.</p>\n<p><b>Selling Vaccines&nbsp;</b></p>\n<p>Indonesia’s state-owned pharmaceutical company&nbsp;PT Kimia Farma&nbsp;willstart selling vaccinesto the public on Monday as the country seeks to accelerate inoculations and achieve herd immunity by the end of the year. Meanwhile,&nbsp;Sydney’s&nbsp;lockdown, costing some A$1 billion a week, is “highly unlikely” to be lifted as scheduled next week as virus cases continue to rise, authorities said Sunday. Plans for a travel bubble between Australia and Singapore have beenpushed backto the end of 2021.&nbsp;In France,&nbsp;a key ally of President Emmanuel Macron said the nation&nbsp;must“live with the virus”rather than count on a new lockdown to contain the spread of a new variant of Covid-19.</p>\n<p>And finally, here’s what Tracy’s&nbsp;interested in today</p>\n<p>\"The bottom line is that the U.S. economy is booming, but this is now a known known and asset markets reflect it,\" says Morgan Stanley Strategist Michael Wilson. \"What isn’t so clear anymore is at what price this growth will accrue.\"</p>\n<p>A key variable in that “price”&nbsp;is&nbsp;labor costs and one of the big questions facing markets now is the degree to which Covid has sparked a structural shift towards tighter labor markets and higher wages. It wouldn't be the first time that a major pandemic&nbsp;tilted the balance of power between workers and capital (what happened to Europe's economy after the Black Death beingthe famous exampleof this dynamic).</p>\n<p>All of this is to say, it's worth watching what's happening to the labor market in intense detail. To that end, on the new Odd Lots episode, we speak with Kurt Alexander, the CFO of Omni Hotels &amp; Resorts, which operates more than 50 hotels in the U.S. He describes the difficulty in hiring workers now and what he's doing to try to attract them. Those efforts include a range of incentives for potential new employees, from working shorter and more flexible shifts to getting a set of fancy knives if you're a new culinary worker. Alexander even mentioned that they're thinking of ways to \"help people with their student loans if they come work for us.\"</p>\n<p><img src=\"https://static.tigerbbs.com/c56d1584d4a184d5d782101ffcb0e840\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\">Another big question&nbsp;is the degree to which incentives aimed at attracting workers back into the labor force —&nbsp;including higher wages —&nbsp;actually stick around or whether they prove transitory like some other bottlenecks in the U.S. economy. Already there are signs that the worker shortage may be easing, with Alexander saying that in U.S. states that have ended the enhanced unemployment benefits started in the depths of the Covid crisis last year, Omni is seeing a big jump in job applications, although there&nbsp;\"remain challenges.\"</p>","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>Five Things You Need to Know to Start Your Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFive Things You Need to Know to Start Your Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2021-07-11/five-things-you-need-to-know-to-start-your-day?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s slowing economic rebound sends a warning to the world. Branson’s blast-off is another step toward space tourism. Sydney’s lockdown is unlikely to be lifted as scheduled. Here’s what you need ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2021-07-11/five-things-you-need-to-know-to-start-your-day?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/newsletters/2021-07-11/five-things-you-need-to-know-to-start-your-day?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172063633","content_text":"China’s slowing economic rebound sends a warning to the world. Branson’s blast-off is another step toward space tourism. Sydney’s lockdown is unlikely to be lifted as scheduled. Here’s what you need to know.\nFading Rebound\nChina’s V-shaped economic rebound from the Covid-19 pandemic is slowing,sending a warning to the rest of worldabout how durable their own recoveries will prove to be. Data on Thursday is expected to show growth eased in the second quarter to 8% from the record gain of 18.3% in the first quarter, according to a Bloomberg poll of economists. The economy was always expected to descend from the heights hit during its initial rebound and as last year’s low base effect washes out. But economists say the softening has come sooner than expected, and could now ripple across the world.\nStarting Up\nAsian stocks are set tostart the week higherafter U.S. equities chalked fresh records Friday in a broad-based rebound. The Australian dollar dipped in early trading as Sydney’s worsening virus cases threaten to lengthen a lockdown. Futures rose in Japan, Australia and Hong Kong. Major U.S. benchmarks ended last week at all-time highs as investors continued to bet that global growth remains on track despite new Covid-19 variants. China’s central bank cut the amount of cash most banks must hold in reserve, underpinning gains, and the government proposed new rules on companies listing overseas. Treasuries snapped an eight-session rally and the dollar dipped against major peers.\nSpace Success\nBillionaire Richard Branson’s long-awaited test flight to space, taken alongside five of his Virgin Galactic employees,bolsters the company’s planto debut tourism trips next year. The VSS Unity space plane detached from a carrier aircraft high over New Mexico and rocketed to a speed of Mach 3 on its way to an altitude more than 53 miles (86 kilometers) above the Earth. Virgin Galactic’s test flight demonstrated that such trips, once the stuff of science fiction, are becoming increasingly realistic.  Later this month Amazon.com Inc. founder Jeff Bezos plans to fly on a rocket made by Blue Origin, his space venture. Both companies envision businesses catering to wealthy tourists willing to pay top dollar for a short period of weightlessness and an unforgettable view of the Earth.\nTax Timeline\nU.S. Treasury Secretary Janet Yellen began toput a timelineon when the Biden administration hopes Congress can take up two key portions of a global tax agreement endorsed Saturday by Group of 20 finance ministers in Venice. Speaking to the press on Sunday, Yellen declined, however, to signal whether she believes part of the plan will require a two-thirds vote in the Senate, an impossible hurdle unless Republicans come round to supporting the deal. She reiterated that she hoped Congress would approve the portion of the deal that would impose a global minimum tax rate on corporations of at least 15%.\nSelling Vaccines \nIndonesia’s state-owned pharmaceutical company PT Kimia Farma willstart selling vaccinesto the public on Monday as the country seeks to accelerate inoculations and achieve herd immunity by the end of the year. Meanwhile, Sydney’s lockdown, costing some A$1 billion a week, is “highly unlikely” to be lifted as scheduled next week as virus cases continue to rise, authorities said Sunday. Plans for a travel bubble between Australia and Singapore have beenpushed backto the end of 2021. In France, a key ally of President Emmanuel Macron said the nation must“live with the virus”rather than count on a new lockdown to contain the spread of a new variant of Covid-19.\nAnd finally, here’s what Tracy’s interested in today\n\"The bottom line is that the U.S. economy is booming, but this is now a known known and asset markets reflect it,\" says Morgan Stanley Strategist Michael Wilson. \"What isn’t so clear anymore is at what price this growth will accrue.\"\nA key variable in that “price” is labor costs and one of the big questions facing markets now is the degree to which Covid has sparked a structural shift towards tighter labor markets and higher wages. It wouldn't be the first time that a major pandemic tilted the balance of power between workers and capital (what happened to Europe's economy after the Black Death beingthe famous exampleof this dynamic).\nAll of this is to say, it's worth watching what's happening to the labor market in intense detail. To that end, on the new Odd Lots episode, we speak with Kurt Alexander, the CFO of Omni Hotels & Resorts, which operates more than 50 hotels in the U.S. He describes the difficulty in hiring workers now and what he's doing to try to attract them. Those efforts include a range of incentives for potential new employees, from working shorter and more flexible shifts to getting a set of fancy knives if you're a new culinary worker. Alexander even mentioned that they're thinking of ways to \"help people with their student loans if they come work for us.\"\nAnother big question is the degree to which incentives aimed at attracting workers back into the labor force — including higher wages — actually stick around or whether they prove transitory like some other bottlenecks in the U.S. economy. Already there are signs that the worker shortage may be easing, with Alexander saying that in U.S. states that have ended the enhanced unemployment benefits started in the depths of the Covid crisis last year, Omni is seeing a big jump in job applications, although there \"remain challenges.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148821843,"gmtCreate":1625968178582,"gmtModify":1703751311015,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","listText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","text":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/148821843","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","kind":"highlight","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next 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\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc.","SNOW":"Snowflake","ZM":"Zoom","CRM":"赛富时","ZS":"Zscaler Inc.","DOCU":"Docusign","NET":"Cloudflare, Inc.","DDOG":"Datadog","TWLO":"Twilio Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141659569,"gmtCreate":1625870499051,"gmtModify":1703750049008,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","listText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","text":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141659569","repostId":"2150434370","repostType":4,"repost":{"id":"2150434370","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1625843758,"share":"https://ttm.financial/m/news/2150434370?lang=&edition=fundamental","pubTime":"2021-07-09 23:15","market":"us","language":"en","title":"Nio Throws New Challenge At Tesla As Competition Heats Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2150434370","media":"Investors","summary":"The Tesla of China plans 4,000 battery-swap stations for electric vehicles by 2025. Nio stock reversed lower.","content":"<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Throws New Challenge At Tesla As Competition Heats Up</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\">\nNio Throws New Challenge At Tesla As Competition Heats Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-07-09 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150434370","content_text":"Nio plans a vast expansion of EV battery swapping stations as competition with Tesla heats up. Nio stock opened higher but reversed lower.\nThe Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.\nNio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.\nAt the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.\nAt battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh one rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.\nIn June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.\nEV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.\nOn Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.\nNio Stock, EV Stocks\nShares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.\nHSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.\nNio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.\nMeanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed Xpeng Motors debuted earlier this week in a dual listing, local media said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143149856,"gmtCreate":1625784850775,"gmtModify":1703748330485,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","listText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","text":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143149856","repostId":"1190124335","repostType":4,"repost":{"id":"1190124335","kind":"news","pubTimestamp":1625755488,"share":"https://ttm.financial/m/news/1190124335?lang=&edition=fundamental","pubTime":"2021-07-08 22:44","market":"us","language":"en","title":"Are Treasury yields sniffing out a Fed mistake?: At the Open","url":"https://stock-news.laohu8.com/highlight/detail?id=1190124335","media":"seekingalpha","summary":"The Treasury yield curve continues to flatten this morning and that's bringing some selling in equit","content":"<ul>\n <li>The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.</li>\n <li>The 10-year yield is down 4 basis points to 1.28% and the 30-year is down 5 basis points to 1.89%(NYSEARCA:TBT)(NASDAQ:TLT).</li>\n <li>S&amp;P futures(SPX)(NYSEARCA:SPY), Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ)and Dow futures(INDU)(NYSEARCA:DIA)are all down around 1.4%.</li>\n <li>Credit Suisse Chief Equity Strategist Jonathan Golub, says there's an equal chance the 10-year ends the year at 1% as 2%, but if it's closer to 1% the stock market will be weaker.</li>\n <li>\"Higher rates are an indication that demand for capital is rising, it's a sign the economy is strong,\" he said on Bloomberg.</li>\n <li>\"The reason the market is selling off today is because people ask the question 'what the heck is wrong that interest rates are falling when the economy is supposed to be so strong?'\"</li>\n <li>DataTrek Research notes that along with the drop in yields, fed funds futures have repriced rate-rise expectations, now predicting just a small chance of a hike next year.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/53aa517174b1a3dfb4c9b931f19781b1\" tg-width=\"935\" tg-height=\"696\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>\"It is tempting to say that the Treasury/Fed Funds Futures markets are starting to sniff out a Fed policy mistake, namely their intention to start increasing rates in the next 18-24 months,\" DataTrek writes.</li>\n <li>They note a similar situation in November to December 2018.</li>\n</ul>\n<ol>\n <li>From Nov. 8, 2018 to Jan. 3, 2019 the 10-year fell from 3.24% to 2.56%.</li>\n <li>Through 2017 and 2018 the Fed had boosted rates to 2.4%.</li>\n <li>\"Their guidance was for 2 more 25-basis point increases in 2019, but after equity markets cracked in December 2018 (S&amp;P 500 -9.8 pct) Chair Powell came out on January 6th, 2019 and shifted to a wait and see mode. By July the Fed was back to cutting rates.\"</li>\n</ol>\n<ul>\n <li>The problem with the Fed mistake theory is that equity markets are holding up fine, DataTrek says.</li>\n <li>\"Maybe that’s because Q2 earnings season should be excellent, and investors feel they can be patient,\" they say. \"Or maybe it’s just the seasonal volatility factors ... which favor lower vol (and stable stock prices) during the first part of July.\"</li>\n <li>Further complicating matters is the employment situation, according to Avalon Advisors Chief Economist Samuel Rines.</li>\n <li>The ISM services employment index \"fell off a cliff to the point of indicating employees were being shed not added,\" Rines notes.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/d116ea75facfc4680b144c1fa4e4e364\" tg-width=\"900\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>\"The employment picture painted from the ISM surveys is difficult to square with a booming economy,\" he writes. \"There is increasing uncertainty in the outlook for employment, and therefore Fed policy.\"</li>\n <li>\"With the escalating uncertainty around the employment picture, there should be an increase in fear of a Fed policy error. If the Fed becomes increasingly concerned about inflation, it could tighten policy early. Tightening policy before the labor market healed properly would certainly tame inflation pressures. But it would likely do so at the cost of employment.\"</li>\n <li>For its part, DataTrek leans more to the explanation for the drop in yields of a modest growth scare that's obscured by the S&amp;P 500 due to its Big Tech overweight.</li>\n <li>But they see evidence in: dollar index(USDOLLAR)up 3.2% since June 1, MSCI Emerging Markets(NYSEARCA:EEM)down 4.1% since June, Russell 2000(NYSEARCA:IWM)down 0.5% since June 1, German bund yields at -0.3% vs. -0.11% in mid-May and Japanese 10-year at 0.04% vs. 0.09% at end of May.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Treasury yields sniffing out a Fed mistake?: At the Open</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\">\nAre Treasury yields sniffing out a Fed mistake?: At the Open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.\nThe 10-year yield is down 4 ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake\">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://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1190124335","content_text":"The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.\nThe 10-year yield is down 4 basis points to 1.28% and the 30-year is down 5 basis points to 1.89%(NYSEARCA:TBT)(NASDAQ:TLT).\nS&P futures(SPX)(NYSEARCA:SPY), Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ)and Dow futures(INDU)(NYSEARCA:DIA)are all down around 1.4%.\nCredit Suisse Chief Equity Strategist Jonathan Golub, says there's an equal chance the 10-year ends the year at 1% as 2%, but if it's closer to 1% the stock market will be weaker.\n\"Higher rates are an indication that demand for capital is rising, it's a sign the economy is strong,\" he said on Bloomberg.\n\"The reason the market is selling off today is because people ask the question 'what the heck is wrong that interest rates are falling when the economy is supposed to be so strong?'\"\nDataTrek Research notes that along with the drop in yields, fed funds futures have repriced rate-rise expectations, now predicting just a small chance of a hike next year.\n\n\n\n\"It is tempting to say that the Treasury/Fed Funds Futures markets are starting to sniff out a Fed policy mistake, namely their intention to start increasing rates in the next 18-24 months,\" DataTrek writes.\nThey note a similar situation in November to December 2018.\n\n\nFrom Nov. 8, 2018 to Jan. 3, 2019 the 10-year fell from 3.24% to 2.56%.\nThrough 2017 and 2018 the Fed had boosted rates to 2.4%.\n\"Their guidance was for 2 more 25-basis point increases in 2019, but after equity markets cracked in December 2018 (S&P 500 -9.8 pct) Chair Powell came out on January 6th, 2019 and shifted to a wait and see mode. By July the Fed was back to cutting rates.\"\n\n\nThe problem with the Fed mistake theory is that equity markets are holding up fine, DataTrek says.\n\"Maybe that’s because Q2 earnings season should be excellent, and investors feel they can be patient,\" they say. \"Or maybe it’s just the seasonal volatility factors ... which favor lower vol (and stable stock prices) during the first part of July.\"\nFurther complicating matters is the employment situation, according to Avalon Advisors Chief Economist Samuel Rines.\nThe ISM services employment index \"fell off a cliff to the point of indicating employees were being shed not added,\" Rines notes.\n\n\n\n\"The employment picture painted from the ISM surveys is difficult to square with a booming economy,\" he writes. \"There is increasing uncertainty in the outlook for employment, and therefore Fed policy.\"\n\"With the escalating uncertainty around the employment picture, there should be an increase in fear of a Fed policy error. If the Fed becomes increasingly concerned about inflation, it could tighten policy early. Tightening policy before the labor market healed properly would certainly tame inflation pressures. But it would likely do so at the cost of employment.\"\nFor its part, DataTrek leans more to the explanation for the drop in yields of a modest growth scare that's obscured by the S&P 500 due to its Big Tech overweight.\nBut they see evidence in: dollar index(USDOLLAR)up 3.2% since June 1, MSCI Emerging Markets(NYSEARCA:EEM)down 4.1% since June, Russell 2000(NYSEARCA:IWM)down 0.5% since June 1, German bund yields at -0.3% vs. -0.11% in mid-May and Japanese 10-year at 0.04% vs. 0.09% at end of May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157464860,"gmtCreate":1625611353950,"gmtModify":1703744724523,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A long article but definitely worth the read.&nbsp;","listText":"A long article but definitely worth the read.&nbsp;","text":"A long article but definitely worth the read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157464860","repostId":"1153955441","repostType":2,"repost":{"id":"1153955441","kind":"news","pubTimestamp":1625565885,"share":"https://ttm.financial/m/news/1153955441?lang=&edition=fundamental","pubTime":"2021-07-06 18:04","market":"us","language":"en","title":"Facebook: $1 Trillion Is Just The Beginning","url":"https://stock-news.laohu8.com/highlight/detail?id=1153955441","media":"seekingalpha","summary":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe co","content":"<p><b>Summary</b></p>\n<ul>\n <li>Facebook is now worth over $1 trillion, but growth on its platforms is slowing down.</li>\n <li>The company must look elsewhere to find growth and find the next $1 trillion.</li>\n <li>I discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.</li>\n</ul>\n<p>Facebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.</p>\n<p>Where will the next $1 trillion come from?</p>\n<p>In this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”</p>\n<p><b>Step 1: One foot through the door</b></p>\n<p>Facebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.</p>\n<p>The first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.</p>\n<p>So simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?</p>\n<p>One reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.</p>\n<p>India was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.</p>\n<p>WhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.</p>\n<p>Once again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.</p>\n<p>However, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research</p>\n<blockquote>\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n</blockquote>\n<p>Source:Financialexpress.com</p>\n<p>As Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.</p>\n<p><b>Step 2: Facebook is there for you</b></p>\n<p>It’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…</p>\n<p>Allowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.</p>\n<p>This agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.</p>\n<p>Why wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.</p>\n<p>Instagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.</p>\n<p>So far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.</p>\n<p>The key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"</p>\n<blockquote>\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n</blockquote>\n<p>You can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.</p>\n<p><b>Step 3: One world, One currency</b></p>\n<p>The internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.</p>\n<p>In its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.</p>\n<p>Diem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.</p>\n<p>Arguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.</p>\n<p>Through Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.</p>\n<p>Ultimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.</p>\n<p><b>Market Opportunity</b></p>\n<p>I started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.</p>\n<p>Starting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.</p>\n<p>In Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.</p>\n<p>Basically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.</p>\n<p>Moving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.</p>\n<p>Interestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.</p>\n<p>An interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.</p>\n<p>But to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.</p>\n<p>In 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.</p>\n<p><b>Takeaway</b></p>\n<p>Facebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.</p>\n<p>There is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.</p>\n<p>Ultimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook: $1 Trillion Is Just The Beginning</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\">\nFacebook: $1 Trillion Is Just The Beginning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 18:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-...</p>\n\n<a href=\"https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning\">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://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153955441","content_text":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.\n\nFacebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.\nWhere will the next $1 trillion come from?\nIn this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”\nStep 1: One foot through the door\nFacebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.\nThe first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.\nSo simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?\nOne reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.\nIndia was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.\nWhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.\nOnce again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.\nHowever, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research\n\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n\nSource:Financialexpress.com\nAs Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.\nStep 2: Facebook is there for you\nIt’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…\nAllowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.\nThis agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.\nWhy wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.\nInstagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.\nSo far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.\nThe key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"\n\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n\nYou can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.\nStep 3: One world, One currency\nThe internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.\nIn its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.\nDiem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.\nArguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.\nThrough Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.\nUltimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.\nMarket Opportunity\nI started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.\nStarting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.\nIn Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.\nBasically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.\nMoving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.\nInterestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.\nAn interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.\nBut to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.\nIn 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.\nTakeaway\nFacebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.\nThere is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.\nUltimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157466041,"gmtCreate":1625611107983,"gmtModify":1703744719781,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Maybe can take advantage on a short term investment.&nbsp;","listText":"Maybe can take advantage on a short term investment.&nbsp;","text":"Maybe can take advantage on a short term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157466041","repostId":"1189769697","repostType":4,"repost":{"id":"1189769697","kind":"news","pubTimestamp":1625579734,"share":"https://ttm.financial/m/news/1189769697?lang=&edition=fundamental","pubTime":"2021-07-06 21:55","market":"us","language":"en","title":"Nvidia Gains on Another Analyst Price-Target Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1189769697","media":"Thestreet","summary":"Nvidia  shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a W","content":"<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p>\n<p>Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p>\n<p>Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p>\n<p>Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p>\n<p>At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p>\n<p>TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p>\n<p>Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p>\n<p>\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gains on Another Analyst Price-Target Boost</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\">\nNvidia Gains on Another Analyst Price-Target Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189769697","content_text":"Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.\nKeybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts were touting Nvidia’s performance amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.\nAt the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.\nTheStreet's Jim Cramerin his Real Money column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.\nSpecifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.\n\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155049044,"gmtCreate":1625365446088,"gmtModify":1703740795638,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A good read. It covers most of everything.&nbsp;","listText":"A good read. It covers most of everything.&nbsp;","text":"A good read. It covers most of everything.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155049044","repostId":"1192425829","repostType":4,"repost":{"id":"1192425829","kind":"news","pubTimestamp":1625362308,"share":"https://ttm.financial/m/news/1192425829?lang=&edition=fundamental","pubTime":"2021-07-04 09:31","market":"us","language":"en","title":"Second-Half 2021: Market Forecasts, Thoughts and Observations","url":"https://stock-news.laohu8.com/highlight/detail?id=1192425829","media":"The Street","summary":"The stock market has given us some incredible returns in the past year or two but there are some war","content":"<blockquote>\n The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n</blockquote>\n<p>The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p>\n<p>Let's start our analysis with some monthly candlestick charts.</p>\n<p><b>Candlestick AnalysisDow Jones Industrials</b></p>\n<p>In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p>\n<p><img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p>\n<p>In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p>\n<p><img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p>\n<p>In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p>\n<p><img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p>\n<p>In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p>\n<p><b>Advance-Decline Analysis</b></p>\n<p>Now, let's turn our attention to the Advance-Decline line.</p>\n<p><b>Dow Jones Industrials</b></p>\n<p>In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p>\n<p>In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p>\n<p><img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p>\n<p>In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p>\n<p><img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p>\n<p>In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p>\n<p>The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p>\n<p><img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n<p>Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p>\n<p><img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p>\n<p>In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p>\n<p><img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p>\n<p>In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p>\n<p><img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p>\n<p>In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p>\n<p><img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p>\n<p>In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p>\n<p><img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p>\n<p>In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p>\n<p><img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p>\n<p>A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p>\n<p><b>Sentiment</b></p>\n<p>No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p>\n<p>I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p>\n<p>1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p>\n<p>2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p>\n<p>Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p>\n<p><b>Bottom-Line Strategy</b></p>\n<p>The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p>\n<p>Consider adding to commodity plays as they could be the outperformers of the third quarter.</p>\n<p>Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p>\n<p>Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p>","source":"lsy1610613172068","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>Second-Half 2021: Market Forecasts, Thoughts and Observations</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\">\nSecond-Half 2021: Market Forecasts, Thoughts and Observations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192425829","content_text":"The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (readhereandhere), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.\nLet's start our analysis with some monthly candlestick charts.\nCandlestick AnalysisDow Jones Industrials\nIn this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.\nS&P 500\nIn this monthly Japanese candlestick chart of the S&P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.\nNasdaq\nIn this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.\nRussell 2000\nIn this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.\nAll these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.\nAdvance-Decline Analysis\nNow, let's turn our attention to the Advance-Decline line.\nDow Jones Industrials\nIn this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.\nS&P 500\nIn this chart of the S&P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.\nNasdaq\nIn this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.\nNasdaq 100\nIn this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.Sectors\nThe marketplace can be broken down into 11 sectors but I want to cover just part of the list today.EnergyIn this weekly candlestick chart of the (XLE) , the S&P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.\n\nTwo energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.\nFinancials\nIn this daily bar chart of the (XLF) ,  the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.\nTechnology\nIn this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.\nIndustrials\nIn this daily bar chart of the (XLI)  , the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.\nBonds\nIn this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.\nU.S. Dollar\nIn this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.\nMark Your Calendars\nA technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.\nSentiment\nNo discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.\nI see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:\n1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.\n2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.\nSentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.\nBottom-Line Strategy\nThe stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.\nConsider adding to commodity plays as they could be the outperformers of the third quarter.\nConsider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?\nPay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152335243,"gmtCreate":1625269545582,"gmtModify":1703739584786,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","listText":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","text":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152335243","repostId":"1165340887","repostType":4,"repost":{"id":"1165340887","kind":"news","pubTimestamp":1625257396,"share":"https://ttm.financial/m/news/1165340887?lang=&edition=fundamental","pubTime":"2021-07-03 04:23","market":"us","language":"en","title":"U.S. stocks sweep to fresh highs after strong jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=1165340887","media":"yahoo","summary":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.The S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Sh","content":"<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.</p>\n<p>The S&amp;P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.</p>\n<p>Investorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.</p>\n<p>\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"</p>\n<p>Heading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.</p>\n<p>\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"</p>\n<p>Friday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.</p>\n<p>“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"</p>\n<p>Still, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.</p>\n<p>\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"</p>\n<p>Even with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.</p>\n<p>“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.</p>\n<p>4:01 p.m. ET: Stocks close higher, S&amp;P 500 posts longest winning streak since August 2020</p>\n<p>Here's where markets closed out on Friday:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: +32.51 (+0.75%) to 4,352.45</p></li>\n <li><p><b>Dow (^DJI)</b>: +154.4 (+0.45%) to 34,787.93</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: +116.95 (+0.81%) to 14,639.33</p></li>\n</ul>","source":"lsy1584348713084","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>U.S. stocks sweep to fresh highs after strong jobs report</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\">\nU.S. stocks sweep to fresh highs after strong jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html\">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","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165340887","content_text":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.\nInvestorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.\n\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"\nHeading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.\n\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"\nFriday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.\n“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"\nStill, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.\n\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"\nEven with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.\n“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.\n4:01 p.m. ET: Stocks close higher, S&P 500 posts longest winning streak since August 2020\nHere's where markets closed out on Friday:\n\nS&P 500 (^GSPC): +32.51 (+0.75%) to 4,352.45\nDow (^DJI): +154.4 (+0.45%) to 34,787.93\nNasdaq (^IXIC): +116.95 (+0.81%) to 14,639.33","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121445511,"gmtCreate":1624490899433,"gmtModify":1703838039221,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Good review&nbsp;","listText":"Good review&nbsp;","text":"Good review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121445511","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624455055,"share":"https://ttm.financial/m/news/1141331644?lang=&edition=fundamental","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises for a third day as comeback rally continues</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 rises for a third day as comeback rally continues\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\">2021-06-23 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123011453,"gmtCreate":1624403335472,"gmtModify":1703835421383,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","listText":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","text":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123011453","repostId":"2145809052","repostType":4,"repost":{"id":"2145809052","kind":"highlight","pubTimestamp":1624371420,"share":"https://ttm.financial/m/news/2145809052?lang=&edition=fundamental","pubTime":"2021-06-22 22:17","market":"us","language":"en","title":"Cathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145809052","media":"Motley Fool","summary":"Down 35% from its high, Coinbase is beginning to look like it's worth the risk.","content":"<blockquote>\n <b>Down 35% from its high, Coinbase is beginning to look like it's worth the risk.</b>\n</blockquote>\n<p>Love her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six actively traded exchange-traded funds (ETFs), and each <a href=\"https://laohu8.com/S/AONE\">one</a> is centered around long-term growth and paradigm-shifting technology.</p>\n<p>Aside from electric vehicles, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Wood's most outspoken ideas is<b>Bitcoin</b>(CRYPTO:BTC). And so it's no surprise that the investment management firm's various funds owns shares of one of the largest cryptocurrency exchanges in the world,<b>Coinbase Global</b>&nbsp;(NASDAQ:COIN). What is surprising, however, is the sheer number of shares that these funds have acquired in the two months since the company's direct listing. Let's take a look at the ARK's Coinbase stock accumulation -- as well as the company's strengths and weaknesses -- to determine if Coinbase is a stock worth buying now.</p>\n<p><img src=\"https://static.tigerbbs.com/12736a24e129e2a5c6c519f69338002a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>ARK's Coinbase stock accumulation</p>\n<p>As of June 16, ARK's funds cumulatively own a staggering 4.63 million shares of Coinbase, valued at nearly $1.04 billion at the time of this writing.&nbsp;For context, that's nearly 2% of Coinbase's fully diluted capitalization of 261.3 million shares, which includes common stock, options, and restricted stock. This makes Ark one of the largest institutional owners of Coinbase.</p>\n<p>After a sizable purchase during the first week of Coinbase's direct listing, the<b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK),<b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> (NYSEMKT:ARKW), and<b>ARKFintech Innovation ETF</b> (NYSEMKT:ARKF) have been gradually adding shares. The following chart shows the combined daily buys and sells of these three ETFs.</p>\n<p><img src=\"https://static.tigerbbs.com/44931217bfae1411fe7e6d4520cc9d10\" tg-width=\"700\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: ARK Invest, ARK ETF Track. Chart by author.</p>\n<p>As you can see in the chart, ARK acquired most of its position in April and May. That's a good sign for investors considering the stock at its current price, which is much cheaper than what Ark has been paying. Coinbase is now one of the largest holdings in the ARK suite of funds. Notably, it's now a top-10 holding in ARK's flagship Innovation fund.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>ARK Innovation (ARKK)</p></th>\n   <th><p>ARK Nextgen Internet (ARKW)</p></th>\n   <th><p>ARK Fintech (ARKF)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Shares held</p></td>\n   <td><p>3,309,612</p></td>\n   <td><p>844,630</p></td>\n   <td><p>463,517</p></td>\n  </tr>\n  <tr>\n   <td><p>Position rank</p></td>\n   <td><p>9/51</p></td>\n   <td><p>10/48</p></td>\n   <td><p>12/44</p></td>\n  </tr>\n  <tr>\n   <td><p>% of fund</p></td>\n   <td><p>3.5%</p></td>\n   <td><p>3.5%</p></td>\n   <td><p>2.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Ark Invest.</p>\n<p>A thriving business</p>\n<p>Coinbase is the No. 1 cryptocurrency custodian and exchange available in the U.S.&nbsp; Last year's first quarter (Q1) witnessed 34 million verified users and proceeded to earn $1.28 billion in revenue and $322 million in net income for the whole of 2020. But that was nothing compared to its blowout Q1 this year. Coinbase finished the quarter with 56 million verified users, produced $1.8 billion in revenue, and generated $771 million in net income for a profit margin of 43% compared to 25% for the full year 2020. Coinbase clearly benefited from a surge in cryptocurrency trading and valuations as the cumulative market cap of all tokens went from less than $800 billion at the end of 2020 to over $2 trillion by the end of Q1 2021.</p>\n<p>Coinbase charges a minimum trading fee of 1.49% per transaction. While it's true that it makes money from both the buying and selling of securities, it's generally going to make more money when cryptocurrency prices are going up. Higher valuations mean increased assets under management, trading volumes, and potentially more users entering its platform to try and get in on the action.</p>\n<p>Aside from cryptocurrency prices, Coinbase is also benefiting from increased institutional adoption of Bitcoin. Cathie Wood's Bitcoin optimism is centered around the notion that the more regular companies (not just banks and fintech platforms) that hold Bitcoin on their balance sheets, the more its value and reputation can grow. It may surprise you to learn that Coinbase's institutional trading volumes were about 80% higher than retail trading volumes in Q1.&nbsp;A lot of that came from Bitcoin and<b>Ethereum</b>(CRYPTO:ETH), which comprise over 75% of the assets held on the Coinbase platform. Put another way, the cryptocurrency market is now sophisticated and dominated by big players -- a far cry from its fringe roots.</p>\n<p>In sum, Coinbase is one of those rare companies that pairs profitability with some serious growth potential. Management is optimistic that the growth can continue into the second quarter while acknowledging the cyclicality of the cryptocurrency market and the positive and negative effects this dynamic will have on Coinbase's performance.</p>\n<p>Increased competition</p>\n<p>That leads us to Coinbase's weaknesses, the first being cryptocurrency volatility. Cryptocurrency may be more mainstream than it used to be, but it's just as volatile as ever. The worst of the May cryptocurrency crash knocked Bitcoin and Ethereum down over 50% in just a matter of days. Volatility has rendered Bitcoin ineffective as a currency. Prolonged downturns in asset values and investor sentiment could lead to difficult comps or even negative growth for Coinbase over the short to medium term.</p>\n<p>It's probably best to steer clear of Coinbase if you don't believe in the future of cryptocurrency. But even after that baseline is met, there's still the threat of increased competition. Many of Coinbase's competitors offer higher interest rates and lower (or free) trading fees than Coinbase. As cryptocurrency adoption grows, Coinbase is likely to face even fiercer competition -- which could pressure profit margins and stagnate or shrink Coinbase's user count. However, Coinbase has never been hacked and has invested heavily in security and its user-friendly interface, and it has a reputation for offering high liquidity (which institutional investors love).</p>\n<p>The bottom line</p>\n<p>Cathie Wood and her team have been gobbling up Coinbase shares because they believe in the future of Bitcoin as both an asset class and a store of value. Given Coinbase's Q1 performance and Q2 projections, the company's 2021 numbers are poised to look excellent, which will make its valuation ratios look stellar. The big question is whether or not it can sustain its impressive pace.</p>\n<p>For investors new to the space, it's probably best to spend some time learning about the different types of cryptocurrency before diving headfirst into cryptocurrency-related investments. But for investors who already own Bitcoin or Ethereum, or are simply looking to start a position in equities rather than tokens, Coinbase seems to be one of the best cryptocurrency stocks out there.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down 35% from its high, Coinbase is beginning to look like it's worth the risk.\n\nLove her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145809052","content_text":"Down 35% from its high, Coinbase is beginning to look like it's worth the risk.\n\nLove her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six actively traded exchange-traded funds (ETFs), and each one is centered around long-term growth and paradigm-shifting technology.\nAside from electric vehicles, one of Wood's most outspoken ideas isBitcoin(CRYPTO:BTC). And so it's no surprise that the investment management firm's various funds owns shares of one of the largest cryptocurrency exchanges in the world,Coinbase Global (NASDAQ:COIN). What is surprising, however, is the sheer number of shares that these funds have acquired in the two months since the company's direct listing. Let's take a look at the ARK's Coinbase stock accumulation -- as well as the company's strengths and weaknesses -- to determine if Coinbase is a stock worth buying now.\n\nImage source: Getty Images.\nARK's Coinbase stock accumulation\nAs of June 16, ARK's funds cumulatively own a staggering 4.63 million shares of Coinbase, valued at nearly $1.04 billion at the time of this writing. For context, that's nearly 2% of Coinbase's fully diluted capitalization of 261.3 million shares, which includes common stock, options, and restricted stock. This makes Ark one of the largest institutional owners of Coinbase.\nAfter a sizable purchase during the first week of Coinbase's direct listing, theARK Innovation ETF (NYSEMKT:ARKK),ARK Next Generation Internet ETF (NYSEMKT:ARKW), andARKFintech Innovation ETF (NYSEMKT:ARKF) have been gradually adding shares. The following chart shows the combined daily buys and sells of these three ETFs.\n\nData source: ARK Invest, ARK ETF Track. Chart by author.\nAs you can see in the chart, ARK acquired most of its position in April and May. That's a good sign for investors considering the stock at its current price, which is much cheaper than what Ark has been paying. Coinbase is now one of the largest holdings in the ARK suite of funds. Notably, it's now a top-10 holding in ARK's flagship Innovation fund.\n\n\n\nMetric\nARK Innovation (ARKK)\nARK Nextgen Internet (ARKW)\nARK Fintech (ARKF)\n\n\n\n\nShares held\n3,309,612\n844,630\n463,517\n\n\nPosition rank\n9/51\n10/48\n12/44\n\n\n% of fund\n3.5%\n3.5%\n2.9%\n\n\n\nData source: Ark Invest.\nA thriving business\nCoinbase is the No. 1 cryptocurrency custodian and exchange available in the U.S.  Last year's first quarter (Q1) witnessed 34 million verified users and proceeded to earn $1.28 billion in revenue and $322 million in net income for the whole of 2020. But that was nothing compared to its blowout Q1 this year. Coinbase finished the quarter with 56 million verified users, produced $1.8 billion in revenue, and generated $771 million in net income for a profit margin of 43% compared to 25% for the full year 2020. Coinbase clearly benefited from a surge in cryptocurrency trading and valuations as the cumulative market cap of all tokens went from less than $800 billion at the end of 2020 to over $2 trillion by the end of Q1 2021.\nCoinbase charges a minimum trading fee of 1.49% per transaction. While it's true that it makes money from both the buying and selling of securities, it's generally going to make more money when cryptocurrency prices are going up. Higher valuations mean increased assets under management, trading volumes, and potentially more users entering its platform to try and get in on the action.\nAside from cryptocurrency prices, Coinbase is also benefiting from increased institutional adoption of Bitcoin. Cathie Wood's Bitcoin optimism is centered around the notion that the more regular companies (not just banks and fintech platforms) that hold Bitcoin on their balance sheets, the more its value and reputation can grow. It may surprise you to learn that Coinbase's institutional trading volumes were about 80% higher than retail trading volumes in Q1. A lot of that came from Bitcoin andEthereum(CRYPTO:ETH), which comprise over 75% of the assets held on the Coinbase platform. Put another way, the cryptocurrency market is now sophisticated and dominated by big players -- a far cry from its fringe roots.\nIn sum, Coinbase is one of those rare companies that pairs profitability with some serious growth potential. Management is optimistic that the growth can continue into the second quarter while acknowledging the cyclicality of the cryptocurrency market and the positive and negative effects this dynamic will have on Coinbase's performance.\nIncreased competition\nThat leads us to Coinbase's weaknesses, the first being cryptocurrency volatility. Cryptocurrency may be more mainstream than it used to be, but it's just as volatile as ever. The worst of the May cryptocurrency crash knocked Bitcoin and Ethereum down over 50% in just a matter of days. Volatility has rendered Bitcoin ineffective as a currency. Prolonged downturns in asset values and investor sentiment could lead to difficult comps or even negative growth for Coinbase over the short to medium term.\nIt's probably best to steer clear of Coinbase if you don't believe in the future of cryptocurrency. But even after that baseline is met, there's still the threat of increased competition. Many of Coinbase's competitors offer higher interest rates and lower (or free) trading fees than Coinbase. As cryptocurrency adoption grows, Coinbase is likely to face even fiercer competition -- which could pressure profit margins and stagnate or shrink Coinbase's user count. However, Coinbase has never been hacked and has invested heavily in security and its user-friendly interface, and it has a reputation for offering high liquidity (which institutional investors love).\nThe bottom line\nCathie Wood and her team have been gobbling up Coinbase shares because they believe in the future of Bitcoin as both an asset class and a store of value. Given Coinbase's Q1 performance and Q2 projections, the company's 2021 numbers are poised to look excellent, which will make its valuation ratios look stellar. The big question is whether or not it can sustain its impressive pace.\nFor investors new to the space, it's probably best to spend some time learning about the different types of cryptocurrency before diving headfirst into cryptocurrency-related investments. But for investors who already own Bitcoin or Ethereum, or are simply looking to start a position in equities rather than tokens, Coinbase seems to be one of the best cryptocurrency stocks out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123090229,"gmtCreate":1624402344361,"gmtModify":1703835390739,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Nice review&nbsp;","listText":"Nice review&nbsp;","text":"Nice review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123090229","repostId":"1143470407","repostType":4,"repost":{"id":"1143470407","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624368761,"share":"https://ttm.financial/m/news/1143470407?lang=&edition=fundamental","pubTime":"2021-06-22 21:32","market":"us","language":"en","title":"Dow is flat following the blue-chip average’s best day since March","url":"https://stock-news.laohu8.com/highlight/detail?id=1143470407","media":"Tiger Newspress","summary":"(June 22) U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monda","content":"<p>(June 22)&nbsp;U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.</p>\n<p>The Dow Jones Industrial Average dipped 10 points. The S&amp;P 500 and the Nasdaq Composite were both trading near the flatline.</p>\n<p>Bitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.</p>\n<p>Alphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.</p>\n<p>The original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/c5886c6e207f76bf657d6e726ab26afd\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Blockchain stocks plunged in morning trading.&nbsp;Bitcoin Tumbles Below $30,000 For First Time Since January.</p>\n<p><img src=\"https://static.tigerbbs.com/01b669345eb8653a9b6d53d4a8ff43dd\" tg-width=\"282\" tg-height=\"366\" referrerpolicy=\"no-referrer\">FuboTV stock climbs after announcing Russell 3000 inclusion.</p>\n<p><img src=\"https://static.tigerbbs.com/48a69560a6f6cf5110a04b282d936255\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow is flat following the blue-chip average’s best day since March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow is flat following the blue-chip average’s best day since March\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\">2021-06-22 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 22)&nbsp;U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.</p>\n<p>The Dow Jones Industrial Average dipped 10 points. The S&amp;P 500 and the Nasdaq Composite were both trading near the flatline.</p>\n<p>Bitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.</p>\n<p>Alphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.</p>\n<p>The original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/c5886c6e207f76bf657d6e726ab26afd\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Blockchain stocks plunged in morning trading.&nbsp;Bitcoin Tumbles Below $30,000 For First Time Since January.</p>\n<p><img src=\"https://static.tigerbbs.com/01b669345eb8653a9b6d53d4a8ff43dd\" tg-width=\"282\" tg-height=\"366\" referrerpolicy=\"no-referrer\">FuboTV stock climbs after announcing Russell 3000 inclusion.</p>\n<p><img src=\"https://static.tigerbbs.com/48a69560a6f6cf5110a04b282d936255\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143470407","content_text":"(June 22) U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.\nThe Dow Jones Industrial Average dipped 10 points. The S&P 500 and the Nasdaq Composite were both trading near the flatline.\nBitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.\nAlphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.\nThe original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.\n\nBlockchain stocks plunged in morning trading. Bitcoin Tumbles Below $30,000 For First Time Since January.\nFuboTV stock climbs after announcing Russell 3000 inclusion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":148821843,"gmtCreate":1625968178582,"gmtModify":1703751311015,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","listText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","text":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/148821843","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","kind":"highlight","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next 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\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc.","SNOW":"Snowflake","ZM":"Zoom","CRM":"赛富时","ZS":"Zscaler Inc.","DOCU":"Docusign","NET":"Cloudflare, Inc.","DDOG":"Datadog","TWLO":"Twilio Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143149856,"gmtCreate":1625784850775,"gmtModify":1703748330485,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","listText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","text":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143149856","repostId":"1190124335","repostType":4,"repost":{"id":"1190124335","kind":"news","pubTimestamp":1625755488,"share":"https://ttm.financial/m/news/1190124335?lang=&edition=fundamental","pubTime":"2021-07-08 22:44","market":"us","language":"en","title":"Are Treasury yields sniffing out a Fed mistake?: At the Open","url":"https://stock-news.laohu8.com/highlight/detail?id=1190124335","media":"seekingalpha","summary":"The Treasury yield curve continues to flatten this morning and that's bringing some selling in equit","content":"<ul>\n <li>The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.</li>\n <li>The 10-year yield is down 4 basis points to 1.28% and the 30-year is down 5 basis points to 1.89%(NYSEARCA:TBT)(NASDAQ:TLT).</li>\n <li>S&amp;P futures(SPX)(NYSEARCA:SPY), Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ)and Dow futures(INDU)(NYSEARCA:DIA)are all down around 1.4%.</li>\n <li>Credit Suisse Chief Equity Strategist Jonathan Golub, says there's an equal chance the 10-year ends the year at 1% as 2%, but if it's closer to 1% the stock market will be weaker.</li>\n <li>\"Higher rates are an indication that demand for capital is rising, it's a sign the economy is strong,\" he said on Bloomberg.</li>\n <li>\"The reason the market is selling off today is because people ask the question 'what the heck is wrong that interest rates are falling when the economy is supposed to be so strong?'\"</li>\n <li>DataTrek Research notes that along with the drop in yields, fed funds futures have repriced rate-rise expectations, now predicting just a small chance of a hike next year.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/53aa517174b1a3dfb4c9b931f19781b1\" tg-width=\"935\" tg-height=\"696\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>\"It is tempting to say that the Treasury/Fed Funds Futures markets are starting to sniff out a Fed policy mistake, namely their intention to start increasing rates in the next 18-24 months,\" DataTrek writes.</li>\n <li>They note a similar situation in November to December 2018.</li>\n</ul>\n<ol>\n <li>From Nov. 8, 2018 to Jan. 3, 2019 the 10-year fell from 3.24% to 2.56%.</li>\n <li>Through 2017 and 2018 the Fed had boosted rates to 2.4%.</li>\n <li>\"Their guidance was for 2 more 25-basis point increases in 2019, but after equity markets cracked in December 2018 (S&amp;P 500 -9.8 pct) Chair Powell came out on January 6th, 2019 and shifted to a wait and see mode. By July the Fed was back to cutting rates.\"</li>\n</ol>\n<ul>\n <li>The problem with the Fed mistake theory is that equity markets are holding up fine, DataTrek says.</li>\n <li>\"Maybe that’s because Q2 earnings season should be excellent, and investors feel they can be patient,\" they say. \"Or maybe it’s just the seasonal volatility factors ... which favor lower vol (and stable stock prices) during the first part of July.\"</li>\n <li>Further complicating matters is the employment situation, according to Avalon Advisors Chief Economist Samuel Rines.</li>\n <li>The ISM services employment index \"fell off a cliff to the point of indicating employees were being shed not added,\" Rines notes.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/d116ea75facfc4680b144c1fa4e4e364\" tg-width=\"900\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>\"The employment picture painted from the ISM surveys is difficult to square with a booming economy,\" he writes. \"There is increasing uncertainty in the outlook for employment, and therefore Fed policy.\"</li>\n <li>\"With the escalating uncertainty around the employment picture, there should be an increase in fear of a Fed policy error. If the Fed becomes increasingly concerned about inflation, it could tighten policy early. Tightening policy before the labor market healed properly would certainly tame inflation pressures. But it would likely do so at the cost of employment.\"</li>\n <li>For its part, DataTrek leans more to the explanation for the drop in yields of a modest growth scare that's obscured by the S&amp;P 500 due to its Big Tech overweight.</li>\n <li>But they see evidence in: dollar index(USDOLLAR)up 3.2% since June 1, MSCI Emerging Markets(NYSEARCA:EEM)down 4.1% since June, Russell 2000(NYSEARCA:IWM)down 0.5% since June 1, German bund yields at -0.3% vs. -0.11% in mid-May and Japanese 10-year at 0.04% vs. 0.09% at end of May.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Treasury yields sniffing out a Fed mistake?: At the Open</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\">\nAre Treasury yields sniffing out a Fed mistake?: At the Open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.\nThe 10-year yield is down 4 ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake\">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://seekingalpha.com/news/3713572-are-treasury-yields-sniffing-out-a-fed-mistake","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1190124335","content_text":"The Treasury yield curve continues to flatten this morning and that's bringing some selling in equities ascracks in the consensus of strong economic growth start to show.\nThe 10-year yield is down 4 basis points to 1.28% and the 30-year is down 5 basis points to 1.89%(NYSEARCA:TBT)(NASDAQ:TLT).\nS&P futures(SPX)(NYSEARCA:SPY), Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ)and Dow futures(INDU)(NYSEARCA:DIA)are all down around 1.4%.\nCredit Suisse Chief Equity Strategist Jonathan Golub, says there's an equal chance the 10-year ends the year at 1% as 2%, but if it's closer to 1% the stock market will be weaker.\n\"Higher rates are an indication that demand for capital is rising, it's a sign the economy is strong,\" he said on Bloomberg.\n\"The reason the market is selling off today is because people ask the question 'what the heck is wrong that interest rates are falling when the economy is supposed to be so strong?'\"\nDataTrek Research notes that along with the drop in yields, fed funds futures have repriced rate-rise expectations, now predicting just a small chance of a hike next year.\n\n\n\n\"It is tempting to say that the Treasury/Fed Funds Futures markets are starting to sniff out a Fed policy mistake, namely their intention to start increasing rates in the next 18-24 months,\" DataTrek writes.\nThey note a similar situation in November to December 2018.\n\n\nFrom Nov. 8, 2018 to Jan. 3, 2019 the 10-year fell from 3.24% to 2.56%.\nThrough 2017 and 2018 the Fed had boosted rates to 2.4%.\n\"Their guidance was for 2 more 25-basis point increases in 2019, but after equity markets cracked in December 2018 (S&P 500 -9.8 pct) Chair Powell came out on January 6th, 2019 and shifted to a wait and see mode. By July the Fed was back to cutting rates.\"\n\n\nThe problem with the Fed mistake theory is that equity markets are holding up fine, DataTrek says.\n\"Maybe that’s because Q2 earnings season should be excellent, and investors feel they can be patient,\" they say. \"Or maybe it’s just the seasonal volatility factors ... which favor lower vol (and stable stock prices) during the first part of July.\"\nFurther complicating matters is the employment situation, according to Avalon Advisors Chief Economist Samuel Rines.\nThe ISM services employment index \"fell off a cliff to the point of indicating employees were being shed not added,\" Rines notes.\n\n\n\n\"The employment picture painted from the ISM surveys is difficult to square with a booming economy,\" he writes. \"There is increasing uncertainty in the outlook for employment, and therefore Fed policy.\"\n\"With the escalating uncertainty around the employment picture, there should be an increase in fear of a Fed policy error. If the Fed becomes increasingly concerned about inflation, it could tighten policy early. Tightening policy before the labor market healed properly would certainly tame inflation pressures. But it would likely do so at the cost of employment.\"\nFor its part, DataTrek leans more to the explanation for the drop in yields of a modest growth scare that's obscured by the S&P 500 due to its Big Tech overweight.\nBut they see evidence in: dollar index(USDOLLAR)up 3.2% since June 1, MSCI Emerging Markets(NYSEARCA:EEM)down 4.1% since June, Russell 2000(NYSEARCA:IWM)down 0.5% since June 1, German bund yields at -0.3% vs. -0.11% in mid-May and Japanese 10-year at 0.04% vs. 0.09% at end of May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157466041,"gmtCreate":1625611107983,"gmtModify":1703744719781,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Maybe can take advantage on a short term investment.&nbsp;","listText":"Maybe can take advantage on a short term investment.&nbsp;","text":"Maybe can take advantage on a short term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157466041","repostId":"1189769697","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146953852,"gmtCreate":1626050793576,"gmtModify":1703752295333,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","listText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","text":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146953852","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157464860,"gmtCreate":1625611353950,"gmtModify":1703744724523,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A long article but definitely worth the read.&nbsp;","listText":"A long article but definitely worth the read.&nbsp;","text":"A long article but definitely worth the read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157464860","repostId":"1153955441","repostType":2,"repost":{"id":"1153955441","kind":"news","pubTimestamp":1625565885,"share":"https://ttm.financial/m/news/1153955441?lang=&edition=fundamental","pubTime":"2021-07-06 18:04","market":"us","language":"en","title":"Facebook: $1 Trillion Is Just The Beginning","url":"https://stock-news.laohu8.com/highlight/detail?id=1153955441","media":"seekingalpha","summary":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe co","content":"<p><b>Summary</b></p>\n<ul>\n <li>Facebook is now worth over $1 trillion, but growth on its platforms is slowing down.</li>\n <li>The company must look elsewhere to find growth and find the next $1 trillion.</li>\n <li>I discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.</li>\n</ul>\n<p>Facebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.</p>\n<p>Where will the next $1 trillion come from?</p>\n<p>In this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”</p>\n<p><b>Step 1: One foot through the door</b></p>\n<p>Facebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.</p>\n<p>The first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.</p>\n<p>So simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?</p>\n<p>One reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.</p>\n<p>India was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.</p>\n<p>WhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.</p>\n<p>Once again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.</p>\n<p>However, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research</p>\n<blockquote>\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n</blockquote>\n<p>Source:Financialexpress.com</p>\n<p>As Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.</p>\n<p><b>Step 2: Facebook is there for you</b></p>\n<p>It’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…</p>\n<p>Allowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.</p>\n<p>This agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.</p>\n<p>Why wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.</p>\n<p>Instagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.</p>\n<p>So far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.</p>\n<p>The key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"</p>\n<blockquote>\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n</blockquote>\n<p>You can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.</p>\n<p><b>Step 3: One world, One currency</b></p>\n<p>The internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.</p>\n<p>In its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.</p>\n<p>Diem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.</p>\n<p>Arguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.</p>\n<p>Through Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.</p>\n<p>Ultimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.</p>\n<p><b>Market Opportunity</b></p>\n<p>I started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.</p>\n<p>Starting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.</p>\n<p>In Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.</p>\n<p>Basically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.</p>\n<p>Moving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.</p>\n<p>Interestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.</p>\n<p>An interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.</p>\n<p>But to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.</p>\n<p>In 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.</p>\n<p><b>Takeaway</b></p>\n<p>Facebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.</p>\n<p>There is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.</p>\n<p>Ultimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook: $1 Trillion Is Just The Beginning</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\">\nFacebook: $1 Trillion Is Just The Beginning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 18:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-...</p>\n\n<a href=\"https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning\">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://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153955441","content_text":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.\n\nFacebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.\nWhere will the next $1 trillion come from?\nIn this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”\nStep 1: One foot through the door\nFacebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.\nThe first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.\nSo simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?\nOne reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.\nIndia was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.\nWhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.\nOnce again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.\nHowever, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research\n\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n\nSource:Financialexpress.com\nAs Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.\nStep 2: Facebook is there for you\nIt’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…\nAllowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.\nThis agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.\nWhy wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.\nInstagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.\nSo far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.\nThe key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"\n\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n\nYou can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.\nStep 3: One world, One currency\nThe internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.\nIn its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.\nDiem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.\nArguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.\nThrough Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.\nUltimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.\nMarket Opportunity\nI started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.\nStarting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.\nIn Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.\nBasically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.\nMoving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.\nInterestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.\nAn interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.\nBut to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.\nIn 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.\nTakeaway\nFacebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.\nThere is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.\nUltimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155049044,"gmtCreate":1625365446088,"gmtModify":1703740795638,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A good read. It covers most of everything.&nbsp;","listText":"A good read. It covers most of everything.&nbsp;","text":"A good read. It covers most of everything.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155049044","repostId":"1192425829","repostType":4,"repost":{"id":"1192425829","kind":"news","pubTimestamp":1625362308,"share":"https://ttm.financial/m/news/1192425829?lang=&edition=fundamental","pubTime":"2021-07-04 09:31","market":"us","language":"en","title":"Second-Half 2021: Market Forecasts, Thoughts and Observations","url":"https://stock-news.laohu8.com/highlight/detail?id=1192425829","media":"The Street","summary":"The stock market has given us some incredible returns in the past year or two but there are some war","content":"<blockquote>\n The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n</blockquote>\n<p>The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p>\n<p>Let's start our analysis with some monthly candlestick charts.</p>\n<p><b>Candlestick AnalysisDow Jones Industrials</b></p>\n<p>In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p>\n<p><img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p>\n<p>In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p>\n<p><img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p>\n<p>In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p>\n<p><img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p>\n<p>In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p>\n<p><b>Advance-Decline Analysis</b></p>\n<p>Now, let's turn our attention to the Advance-Decline line.</p>\n<p><b>Dow Jones Industrials</b></p>\n<p>In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p>\n<p>In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p>\n<p><img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p>\n<p>In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p>\n<p><img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p>\n<p>In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p>\n<p>The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p>\n<p><img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n<p>Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p>\n<p><img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p>\n<p>In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p>\n<p><img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p>\n<p>In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p>\n<p><img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p>\n<p>In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p>\n<p><img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p>\n<p>In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p>\n<p><img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p>\n<p>In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p>\n<p><img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p>\n<p>A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p>\n<p><b>Sentiment</b></p>\n<p>No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p>\n<p>I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p>\n<p>1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p>\n<p>2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p>\n<p>Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p>\n<p><b>Bottom-Line Strategy</b></p>\n<p>The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p>\n<p>Consider adding to commodity plays as they could be the outperformers of the third quarter.</p>\n<p>Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p>\n<p>Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p>","source":"lsy1610613172068","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>Second-Half 2021: Market Forecasts, Thoughts and Observations</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\">\nSecond-Half 2021: Market Forecasts, Thoughts and Observations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192425829","content_text":"The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (readhereandhere), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.\nLet's start our analysis with some monthly candlestick charts.\nCandlestick AnalysisDow Jones Industrials\nIn this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.\nS&P 500\nIn this monthly Japanese candlestick chart of the S&P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.\nNasdaq\nIn this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.\nRussell 2000\nIn this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.\nAll these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.\nAdvance-Decline Analysis\nNow, let's turn our attention to the Advance-Decline line.\nDow Jones Industrials\nIn this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.\nS&P 500\nIn this chart of the S&P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.\nNasdaq\nIn this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.\nNasdaq 100\nIn this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.Sectors\nThe marketplace can be broken down into 11 sectors but I want to cover just part of the list today.EnergyIn this weekly candlestick chart of the (XLE) , the S&P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.\n\nTwo energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.\nFinancials\nIn this daily bar chart of the (XLF) ,  the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.\nTechnology\nIn this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.\nIndustrials\nIn this daily bar chart of the (XLI)  , the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.\nBonds\nIn this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.\nU.S. Dollar\nIn this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.\nMark Your Calendars\nA technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.\nSentiment\nNo discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.\nI see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:\n1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.\n2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.\nSentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.\nBottom-Line Strategy\nThe stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.\nConsider adding to commodity plays as they could be the outperformers of the third quarter.\nConsider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?\nPay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141659569,"gmtCreate":1625870499051,"gmtModify":1703750049008,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","listText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","text":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141659569","repostId":"2150434370","repostType":4,"repost":{"id":"2150434370","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1625843758,"share":"https://ttm.financial/m/news/2150434370?lang=&edition=fundamental","pubTime":"2021-07-09 23:15","market":"us","language":"en","title":"Nio Throws New Challenge At Tesla As Competition Heats Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2150434370","media":"Investors","summary":"The Tesla of China plans 4,000 battery-swap stations for electric vehicles by 2025. Nio stock reversed lower.","content":"<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Throws New Challenge At Tesla As Competition Heats Up</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\">\nNio Throws New Challenge At Tesla As Competition Heats Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-07-09 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Nio</b> plans a vast expansion of EV battery swapping stations as competition with <b>Tesla</b> heats up. Nio stock opened higher but reversed lower.</p>\n<p>The Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.</p>\n<p>Nio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.</p>\n<p>At the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.</p>\n<p>At battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh <a href=\"https://laohu8.com/S/AONE\">one</a> rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.</p>\n<p>In June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.</p>\n<p>EV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.</p>\n<p>On Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.</p>\n<p>HSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.</p>\n<p>Nio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.</p>\n<p>Meanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed <b>Xpeng Motors</b> debuted earlier this week in a dual listing, local media said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150434370","content_text":"Nio plans a vast expansion of EV battery swapping stations as competition with Tesla heats up. Nio stock opened higher but reversed lower.\nThe Chinese EV startup plans to add at least 3,700 battery-swap stations for electric vehicles by 2025 after building around 300 so far, it said at an inaugural Power Day event Friday. Around 1,000 of the total will be installed outside of China, Bloomberg said. Nio's expanding in Norway, where Tesla dominates.\nNio sees battery swapping as a key differentiator. Tesla, the luxury EV leader in China that Nio's taking on, relies on fast-charging stations for EV recharging. Tesla ditched battery swap technology years ago.\nAt the same time, Nio announced it will build more charging stations after selling around 120,000 EVs since deliveries first began in June 2018. Tesla has 850 Supercharger stations in China.\nAt battery swap stations, Nio's customers can rapidly get their battery exchanged for a fresh one rather than a long wait to recharge their electric vehicle. Last October, Nio announced its millionth battery swap.\nIn June, Nio's EV sales in China rose 20% month over month while Tesla's June sales in the country fell month over month. And Nio more than doubled June sales year over year.\nEV sales at Nio are fueled by its popular and innovative \"battery as a service\" program, whereby customers buy the car and lease the battery for cost savings. But Tesla isn't sitting idle.\nOn Thursday, Tesla debuted a version of its made-in-Shanghai Model Y that is cheaper after government subsidies than its direct competitor, Nio's ES6 SUV.\nNio Stock, EV Stocks\nShares of Nio fell 1.8% to 44.76 on the stock market today, after initially popping to 47.01 soon after the open. Nio stock tested its 200-day line on Thursday. Tesla lost a fraction.\nHSBC analyst Yuqian Ding upgraded Nio stock to buy with a 69 price target.\nNio also will build more vehicles for its \"valet\" charging service, which has a mobile team of workers fetch and return customers' cars for recharging, the company said at Power Day. And it's taking its superchargers and swap stations to Norway, where it's expanding to further challenge Tesla.\nMeanwhile, Nio is considering a listing on Hong Kong's stock market, where U.S.-listed Xpeng Motors debuted earlier this week in a dual listing, local media said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152335243,"gmtCreate":1625269545582,"gmtModify":1703739584786,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","listText":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","text":"The stocks are growing too fast. It is not sustainable. Many analysts are predicting a crash soon. I am becoming more cautious.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152335243","repostId":"1165340887","repostType":4,"repost":{"id":"1165340887","kind":"news","pubTimestamp":1625257396,"share":"https://ttm.financial/m/news/1165340887?lang=&edition=fundamental","pubTime":"2021-07-03 04:23","market":"us","language":"en","title":"U.S. stocks sweep to fresh highs after strong jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=1165340887","media":"yahoo","summary":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.The S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Sh","content":"<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.</p>\n<p>The S&amp;P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.</p>\n<p>Investorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.</p>\n<p>\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"</p>\n<p>Heading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.</p>\n<p>\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"</p>\n<p>Friday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.</p>\n<p>“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"</p>\n<p>Still, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.</p>\n<p>\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"</p>\n<p>Even with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.</p>\n<p>“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.</p>\n<p>4:01 p.m. ET: Stocks close higher, S&amp;P 500 posts longest winning streak since August 2020</p>\n<p>Here's where markets closed out on Friday:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: +32.51 (+0.75%) to 4,352.45</p></li>\n <li><p><b>Dow (^DJI)</b>: +154.4 (+0.45%) to 34,787.93</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: +116.95 (+0.81%) to 14,639.33</p></li>\n</ul>","source":"lsy1584348713084","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>U.S. stocks sweep to fresh highs after strong jobs report</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\">\nU.S. stocks sweep to fresh highs after strong jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html\">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","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165340887","content_text":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.\nInvestorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.\n\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"\nHeading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.\n\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"\nFriday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.\n“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"\nStill, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.\n\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"\nEven with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.\n“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.\n4:01 p.m. ET: Stocks close higher, S&P 500 posts longest winning streak since August 2020\nHere's where markets closed out on Friday:\n\nS&P 500 (^GSPC): +32.51 (+0.75%) to 4,352.45\nDow (^DJI): +154.4 (+0.45%) to 34,787.93\nNasdaq (^IXIC): +116.95 (+0.81%) to 14,639.33","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179391749,"gmtCreate":1626485076681,"gmtModify":1703760922099,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"After reading this article, my worries&nbsp;have lessen a bit.. Haha..&nbsp;","listText":"After reading this article, my worries&nbsp;have lessen a bit.. Haha..&nbsp;","text":"After reading this article, my worries have lessen a bit.. Haha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179391749","repostId":"1171115394","repostType":4,"repost":{"id":"1171115394","kind":"news","pubTimestamp":1626441684,"share":"https://ttm.financial/m/news/1171115394?lang=&edition=fundamental","pubTime":"2021-07-16 21:21","market":"us","language":"en","title":"Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=1171115394","media":"seekingalpha","summary":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1","content":"<p><b>Summary</b></p>\n<ul>\n <li>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.</li>\n <li>Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</li>\n <li>The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.</li>\n</ul>\n<p>In apoll of my followers on LinkedInand Twitter, I asked, \"What US S&amp;P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ad66b8ae3f6ba781bf8dc6539440157\" tg-width=\"654\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><span>But EV/EBITDA at 17.2x is way above average</span></p>\n<p>But EV/EBITDA at 17.2x is way above average</p>\n<p>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</p>\n<p><img src=\"https://static.tigerbbs.com/455b1c6e46a203eac21cf1558f19a8b6\" tg-width=\"644\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>The market hasn't touched the Shiller CAPE 2000 peak</p>\n<p>Robert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.</p>\n<p>A fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.</p>\n<p><img src=\"https://static.tigerbbs.com/4fadd296792cb1ac8c32a0fd2505f479\" tg-width=\"648\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Though expensive, we are not in uncharted territory</p>\n<p>We calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile &gt;12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.</p>\n<p><img src=\"https://static.tigerbbs.com/afb8b967176a977c3e3aae8221fd54c9\" tg-width=\"608\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Today's buyers may not see positive returns</p>\n<p>We next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.</p>\n<p>Those subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\">.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Recent EPS collapse has been much shorter time</p>\n<p>The next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).</p>\n<p>A fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.</p>\n<p><img src=\"https://static.tigerbbs.com/445a232da0f6b76431ae38194fde2e22\" tg-width=\"622\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin recovery is in place</p>\n<p>The net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/dbe8d0714e329dbc65b118f09f807e3f\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside</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\">\nInvestors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside\">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://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171115394","content_text":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\nThe current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.\n\nIn apoll of my followers on LinkedInand Twitter, I asked, \"What US S&P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.\nBut EV/EBITDA at 17.2x is way above average\nBut EV/EBITDA at 17.2x is way above average\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\n\nThe market hasn't touched the Shiller CAPE 2000 peak\nRobert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.\nA fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.\n\nThough expensive, we are not in uncharted territory\nWe calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile >12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.\n\nToday's buyers may not see positive returns\nWe next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.\nThose subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.\n.\n\nRecent EPS collapse has been much shorter time\nThe next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).\nA fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.\n\nMargin recovery is in place\nThe net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147784069,"gmtCreate":1626391810351,"gmtModify":1703759105717,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","listText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","text":"Now, this is a good analysis. Driven straight from the stats.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147784069","repostId":"1155093230","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123090229,"gmtCreate":1624402344361,"gmtModify":1703835390739,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Nice review&nbsp;","listText":"Nice review&nbsp;","text":"Nice review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123090229","repostId":"1143470407","repostType":4,"repost":{"id":"1143470407","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624368761,"share":"https://ttm.financial/m/news/1143470407?lang=&edition=fundamental","pubTime":"2021-06-22 21:32","market":"us","language":"en","title":"Dow is flat following the blue-chip average’s best day since March","url":"https://stock-news.laohu8.com/highlight/detail?id=1143470407","media":"Tiger Newspress","summary":"(June 22) U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monda","content":"<p>(June 22)&nbsp;U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.</p>\n<p>The Dow Jones Industrial Average dipped 10 points. The S&amp;P 500 and the Nasdaq Composite were both trading near the flatline.</p>\n<p>Bitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.</p>\n<p>Alphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.</p>\n<p>The original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/c5886c6e207f76bf657d6e726ab26afd\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Blockchain stocks plunged in morning trading.&nbsp;Bitcoin Tumbles Below $30,000 For First Time Since January.</p>\n<p><img src=\"https://static.tigerbbs.com/01b669345eb8653a9b6d53d4a8ff43dd\" tg-width=\"282\" tg-height=\"366\" referrerpolicy=\"no-referrer\">FuboTV stock climbs after announcing Russell 3000 inclusion.</p>\n<p><img src=\"https://static.tigerbbs.com/48a69560a6f6cf5110a04b282d936255\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow is flat following the blue-chip average’s best day since March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow is flat following the blue-chip average’s best day since March\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\">2021-06-22 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 22)&nbsp;U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.</p>\n<p>The Dow Jones Industrial Average dipped 10 points. The S&amp;P 500 and the Nasdaq Composite were both trading near the flatline.</p>\n<p>Bitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.</p>\n<p>Alphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.</p>\n<p>The original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/c5886c6e207f76bf657d6e726ab26afd\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Blockchain stocks plunged in morning trading.&nbsp;Bitcoin Tumbles Below $30,000 For First Time Since January.</p>\n<p><img src=\"https://static.tigerbbs.com/01b669345eb8653a9b6d53d4a8ff43dd\" tg-width=\"282\" tg-height=\"366\" referrerpolicy=\"no-referrer\">FuboTV stock climbs after announcing Russell 3000 inclusion.</p>\n<p><img src=\"https://static.tigerbbs.com/48a69560a6f6cf5110a04b282d936255\" tg-width=\"658\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143470407","content_text":"(June 22) U.S. stocks were little changed on Tuesday after the Dow Jones Industrial Average on Monday posted its best day since March.\nThe Dow Jones Industrial Average dipped 10 points. The S&P 500 and the Nasdaq Composite were both trading near the flatline.\nBitcoin broke below $30,000on Tuesday to trade at its lowest level in more than five months as losses accelerated with intensified crackdown efforts by China.\nAlphabet shares traded slightly lower after the European Commissionopened a probeinto Google’s advertising unit.\nThe original meme stock is back in the news on Tuesday. Gamestop popped about 8% on news that it has completed an at-the-market equity offering. With the deal, the company brought in gross proceeds of more than $1.1 billion.\n\nBlockchain stocks plunged in morning trading. Bitcoin Tumbles Below $30,000 For First Time Since January.\nFuboTV stock climbs after announcing Russell 3000 inclusion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121445511,"gmtCreate":1624490899433,"gmtModify":1703838039221,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Good review&nbsp;","listText":"Good review&nbsp;","text":"Good review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121445511","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624455055,"share":"https://ttm.financial/m/news/1141331644?lang=&edition=fundamental","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises for a third day as comeback rally continues</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 rises for a third day as comeback rally continues\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\">2021-06-23 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123011453,"gmtCreate":1624403335472,"gmtModify":1703835421383,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","listText":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","text":"That is scary. Nevertheless Coinbase is a good platform for crypto. And it's users is growing faster due to this news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123011453","repostId":"2145809052","repostType":4,"repost":{"id":"2145809052","kind":"highlight","pubTimestamp":1624371420,"share":"https://ttm.financial/m/news/2145809052?lang=&edition=fundamental","pubTime":"2021-06-22 22:17","market":"us","language":"en","title":"Cathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145809052","media":"Motley Fool","summary":"Down 35% from its high, Coinbase is beginning to look like it's worth the risk.","content":"<blockquote>\n <b>Down 35% from its high, Coinbase is beginning to look like it's worth the risk.</b>\n</blockquote>\n<p>Love her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six actively traded exchange-traded funds (ETFs), and each <a href=\"https://laohu8.com/S/AONE\">one</a> is centered around long-term growth and paradigm-shifting technology.</p>\n<p>Aside from electric vehicles, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Wood's most outspoken ideas is<b>Bitcoin</b>(CRYPTO:BTC). And so it's no surprise that the investment management firm's various funds owns shares of one of the largest cryptocurrency exchanges in the world,<b>Coinbase Global</b>&nbsp;(NASDAQ:COIN). What is surprising, however, is the sheer number of shares that these funds have acquired in the two months since the company's direct listing. Let's take a look at the ARK's Coinbase stock accumulation -- as well as the company's strengths and weaknesses -- to determine if Coinbase is a stock worth buying now.</p>\n<p><img src=\"https://static.tigerbbs.com/12736a24e129e2a5c6c519f69338002a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>ARK's Coinbase stock accumulation</p>\n<p>As of June 16, ARK's funds cumulatively own a staggering 4.63 million shares of Coinbase, valued at nearly $1.04 billion at the time of this writing.&nbsp;For context, that's nearly 2% of Coinbase's fully diluted capitalization of 261.3 million shares, which includes common stock, options, and restricted stock. This makes Ark one of the largest institutional owners of Coinbase.</p>\n<p>After a sizable purchase during the first week of Coinbase's direct listing, the<b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> (NYSEMKT:ARKK),<b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> (NYSEMKT:ARKW), and<b>ARKFintech Innovation ETF</b> (NYSEMKT:ARKF) have been gradually adding shares. The following chart shows the combined daily buys and sells of these three ETFs.</p>\n<p><img src=\"https://static.tigerbbs.com/44931217bfae1411fe7e6d4520cc9d10\" tg-width=\"700\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: ARK Invest, ARK ETF Track. Chart by author.</p>\n<p>As you can see in the chart, ARK acquired most of its position in April and May. That's a good sign for investors considering the stock at its current price, which is much cheaper than what Ark has been paying. Coinbase is now one of the largest holdings in the ARK suite of funds. Notably, it's now a top-10 holding in ARK's flagship Innovation fund.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>ARK Innovation (ARKK)</p></th>\n   <th><p>ARK Nextgen Internet (ARKW)</p></th>\n   <th><p>ARK Fintech (ARKF)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Shares held</p></td>\n   <td><p>3,309,612</p></td>\n   <td><p>844,630</p></td>\n   <td><p>463,517</p></td>\n  </tr>\n  <tr>\n   <td><p>Position rank</p></td>\n   <td><p>9/51</p></td>\n   <td><p>10/48</p></td>\n   <td><p>12/44</p></td>\n  </tr>\n  <tr>\n   <td><p>% of fund</p></td>\n   <td><p>3.5%</p></td>\n   <td><p>3.5%</p></td>\n   <td><p>2.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Ark Invest.</p>\n<p>A thriving business</p>\n<p>Coinbase is the No. 1 cryptocurrency custodian and exchange available in the U.S.&nbsp; Last year's first quarter (Q1) witnessed 34 million verified users and proceeded to earn $1.28 billion in revenue and $322 million in net income for the whole of 2020. But that was nothing compared to its blowout Q1 this year. Coinbase finished the quarter with 56 million verified users, produced $1.8 billion in revenue, and generated $771 million in net income for a profit margin of 43% compared to 25% for the full year 2020. Coinbase clearly benefited from a surge in cryptocurrency trading and valuations as the cumulative market cap of all tokens went from less than $800 billion at the end of 2020 to over $2 trillion by the end of Q1 2021.</p>\n<p>Coinbase charges a minimum trading fee of 1.49% per transaction. While it's true that it makes money from both the buying and selling of securities, it's generally going to make more money when cryptocurrency prices are going up. Higher valuations mean increased assets under management, trading volumes, and potentially more users entering its platform to try and get in on the action.</p>\n<p>Aside from cryptocurrency prices, Coinbase is also benefiting from increased institutional adoption of Bitcoin. Cathie Wood's Bitcoin optimism is centered around the notion that the more regular companies (not just banks and fintech platforms) that hold Bitcoin on their balance sheets, the more its value and reputation can grow. It may surprise you to learn that Coinbase's institutional trading volumes were about 80% higher than retail trading volumes in Q1.&nbsp;A lot of that came from Bitcoin and<b>Ethereum</b>(CRYPTO:ETH), which comprise over 75% of the assets held on the Coinbase platform. Put another way, the cryptocurrency market is now sophisticated and dominated by big players -- a far cry from its fringe roots.</p>\n<p>In sum, Coinbase is one of those rare companies that pairs profitability with some serious growth potential. Management is optimistic that the growth can continue into the second quarter while acknowledging the cyclicality of the cryptocurrency market and the positive and negative effects this dynamic will have on Coinbase's performance.</p>\n<p>Increased competition</p>\n<p>That leads us to Coinbase's weaknesses, the first being cryptocurrency volatility. Cryptocurrency may be more mainstream than it used to be, but it's just as volatile as ever. The worst of the May cryptocurrency crash knocked Bitcoin and Ethereum down over 50% in just a matter of days. Volatility has rendered Bitcoin ineffective as a currency. Prolonged downturns in asset values and investor sentiment could lead to difficult comps or even negative growth for Coinbase over the short to medium term.</p>\n<p>It's probably best to steer clear of Coinbase if you don't believe in the future of cryptocurrency. But even after that baseline is met, there's still the threat of increased competition. Many of Coinbase's competitors offer higher interest rates and lower (or free) trading fees than Coinbase. As cryptocurrency adoption grows, Coinbase is likely to face even fiercer competition -- which could pressure profit margins and stagnate or shrink Coinbase's user count. However, Coinbase has never been hacked and has invested heavily in security and its user-friendly interface, and it has a reputation for offering high liquidity (which institutional investors love).</p>\n<p>The bottom line</p>\n<p>Cathie Wood and her team have been gobbling up Coinbase shares because they believe in the future of Bitcoin as both an asset class and a store of value. Given Coinbase's Q1 performance and Q2 projections, the company's 2021 numbers are poised to look excellent, which will make its valuation ratios look stellar. The big question is whether or not it can sustain its impressive pace.</p>\n<p>For investors new to the space, it's probably best to spend some time learning about the different types of cryptocurrency before diving headfirst into cryptocurrency-related investments. But for investors who already own Bitcoin or Ethereum, or are simply looking to start a position in equities rather than tokens, Coinbase seems to be one of the best cryptocurrency stocks out there.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Has Invested Over $1 Billion Into This Crypto Stock. Should You Follow Her Lead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down 35% from its high, Coinbase is beginning to look like it's worth the risk.\n\nLove her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/06/22/cathie-wood-has-invested-over-1-billion-into-this/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145809052","content_text":"Down 35% from its high, Coinbase is beginning to look like it's worth the risk.\n\nLove her or hate her, when Cathie Wood (the CEO of ARK Invest) speaks, the investing community listens. Ark manages six actively traded exchange-traded funds (ETFs), and each one is centered around long-term growth and paradigm-shifting technology.\nAside from electric vehicles, one of Wood's most outspoken ideas isBitcoin(CRYPTO:BTC). And so it's no surprise that the investment management firm's various funds owns shares of one of the largest cryptocurrency exchanges in the world,Coinbase Global (NASDAQ:COIN). What is surprising, however, is the sheer number of shares that these funds have acquired in the two months since the company's direct listing. Let's take a look at the ARK's Coinbase stock accumulation -- as well as the company's strengths and weaknesses -- to determine if Coinbase is a stock worth buying now.\n\nImage source: Getty Images.\nARK's Coinbase stock accumulation\nAs of June 16, ARK's funds cumulatively own a staggering 4.63 million shares of Coinbase, valued at nearly $1.04 billion at the time of this writing. For context, that's nearly 2% of Coinbase's fully diluted capitalization of 261.3 million shares, which includes common stock, options, and restricted stock. This makes Ark one of the largest institutional owners of Coinbase.\nAfter a sizable purchase during the first week of Coinbase's direct listing, theARK Innovation ETF (NYSEMKT:ARKK),ARK Next Generation Internet ETF (NYSEMKT:ARKW), andARKFintech Innovation ETF (NYSEMKT:ARKF) have been gradually adding shares. The following chart shows the combined daily buys and sells of these three ETFs.\n\nData source: ARK Invest, ARK ETF Track. Chart by author.\nAs you can see in the chart, ARK acquired most of its position in April and May. That's a good sign for investors considering the stock at its current price, which is much cheaper than what Ark has been paying. Coinbase is now one of the largest holdings in the ARK suite of funds. Notably, it's now a top-10 holding in ARK's flagship Innovation fund.\n\n\n\nMetric\nARK Innovation (ARKK)\nARK Nextgen Internet (ARKW)\nARK Fintech (ARKF)\n\n\n\n\nShares held\n3,309,612\n844,630\n463,517\n\n\nPosition rank\n9/51\n10/48\n12/44\n\n\n% of fund\n3.5%\n3.5%\n2.9%\n\n\n\nData source: Ark Invest.\nA thriving business\nCoinbase is the No. 1 cryptocurrency custodian and exchange available in the U.S.  Last year's first quarter (Q1) witnessed 34 million verified users and proceeded to earn $1.28 billion in revenue and $322 million in net income for the whole of 2020. But that was nothing compared to its blowout Q1 this year. Coinbase finished the quarter with 56 million verified users, produced $1.8 billion in revenue, and generated $771 million in net income for a profit margin of 43% compared to 25% for the full year 2020. Coinbase clearly benefited from a surge in cryptocurrency trading and valuations as the cumulative market cap of all tokens went from less than $800 billion at the end of 2020 to over $2 trillion by the end of Q1 2021.\nCoinbase charges a minimum trading fee of 1.49% per transaction. While it's true that it makes money from both the buying and selling of securities, it's generally going to make more money when cryptocurrency prices are going up. Higher valuations mean increased assets under management, trading volumes, and potentially more users entering its platform to try and get in on the action.\nAside from cryptocurrency prices, Coinbase is also benefiting from increased institutional adoption of Bitcoin. Cathie Wood's Bitcoin optimism is centered around the notion that the more regular companies (not just banks and fintech platforms) that hold Bitcoin on their balance sheets, the more its value and reputation can grow. It may surprise you to learn that Coinbase's institutional trading volumes were about 80% higher than retail trading volumes in Q1. A lot of that came from Bitcoin andEthereum(CRYPTO:ETH), which comprise over 75% of the assets held on the Coinbase platform. Put another way, the cryptocurrency market is now sophisticated and dominated by big players -- a far cry from its fringe roots.\nIn sum, Coinbase is one of those rare companies that pairs profitability with some serious growth potential. Management is optimistic that the growth can continue into the second quarter while acknowledging the cyclicality of the cryptocurrency market and the positive and negative effects this dynamic will have on Coinbase's performance.\nIncreased competition\nThat leads us to Coinbase's weaknesses, the first being cryptocurrency volatility. Cryptocurrency may be more mainstream than it used to be, but it's just as volatile as ever. The worst of the May cryptocurrency crash knocked Bitcoin and Ethereum down over 50% in just a matter of days. Volatility has rendered Bitcoin ineffective as a currency. Prolonged downturns in asset values and investor sentiment could lead to difficult comps or even negative growth for Coinbase over the short to medium term.\nIt's probably best to steer clear of Coinbase if you don't believe in the future of cryptocurrency. But even after that baseline is met, there's still the threat of increased competition. Many of Coinbase's competitors offer higher interest rates and lower (or free) trading fees than Coinbase. As cryptocurrency adoption grows, Coinbase is likely to face even fiercer competition -- which could pressure profit margins and stagnate or shrink Coinbase's user count. However, Coinbase has never been hacked and has invested heavily in security and its user-friendly interface, and it has a reputation for offering high liquidity (which institutional investors love).\nThe bottom line\nCathie Wood and her team have been gobbling up Coinbase shares because they believe in the future of Bitcoin as both an asset class and a store of value. Given Coinbase's Q1 performance and Q2 projections, the company's 2021 numbers are poised to look excellent, which will make its valuation ratios look stellar. The big question is whether or not it can sustain its impressive pace.\nFor investors new to the space, it's probably best to spend some time learning about the different types of cryptocurrency before diving headfirst into cryptocurrency-related investments. But for investors who already own Bitcoin or Ethereum, or are simply looking to start a position in equities rather than tokens, Coinbase seems to be one of the best cryptocurrency stocks out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}