Ryanlah personal page - To The Moon

Ryanlah

Ryanlah

Love the rocket ride with apes

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2022-03-23

$QQQ 20220617 340.0 PUT$Best run for e day!

2022-02-03

$NFLX 20220318 330.0 PUT$Watch more!

2022-01-27

$MA 20220520 305.0 PUT$Is it a glitch? It’s not responding..

2021-09-09

Lest take and run along.

The Six Largest Wall Street Banks Issue Market Red Alerts

2021-09-09

$AMC 20210924 30.0 PUT(AMC)$Options Options Diso Disco….. ??

2021-09-08

$AMC 20210924 30.0 PUT(AMC)$Woops GoGoGo!

2021-09-02

$AMC Entertainment(AMC)$F}}#%%^^kin HLOD em!!

2021-08-31

$Support.com(SPRT)$Just support!

2021-08-31

$AMC Entertainment(AMC)$Pls support!! We boarded ? & is coming to the ?

2021-08-31

$AMC Entertainment(AMC)$not only USA, cud have franchising at S.E.A

2021-08-31

$Alibaba(BABA)$Buy in 155,157,159,161,163 support support support!!!

2021-08-30

$AMC Entertainment(AMC)$we had this in my hood!

2021-08-19

$Robinhood Markets, Inc.(HOOD)$just another meme to meet.

2021-08-19

It’s 10% and ? to meet at the ? !

2021-08-19

10 par enuff? ?

Palantir Buys Over $50 Million Of Gold Bars: "Preparing For A Future With More Black Swans"

2021-08-19

Ok lor

Sorry, the original content has been removed

2021-08-17

Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.

Sorry, the original content has been removed

2021-08-17

Ofcuz..

3 Reasons To Buy Apple Stock Over Amazon

2021-08-17

Na Way! We gonna see u from the moon, cos it’s launching. ?

3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street

2021-08-15

Let’s all meet at the moon!

2 Robinhood Stocks to Buy in August

Go to Tiger App to see more news

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href=\"https://ttm.financial/OPT/QQQ 20220617 340.0 PUT\">$QQQ 20220617 340.0 PUT$</a>Best run for e day!","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20220617 340.0 PUT\">$QQQ 20220617 340.0 PUT$</a>Best run for e day!","text":"$QQQ 20220617 340.0 PUT$Best run for e day!","images":[{"img":"https://community-static.tradeup.com/news/cbbd3086aca807945c1a42e552a835de","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034758778","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091832574,"gmtCreate":1643823396104,"gmtModify":1676533860459,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NFLX 20220318 330.0 PUT\">$NFLX 20220318 330.0 PUT$</a>Watch more!","listText":"<a href=\"https://ttm.financial/OPT/NFLX 20220318 330.0 PUT\">$NFLX 20220318 330.0 PUT$</a>Watch more!","text":"$NFLX 20220318 330.0 PUT$Watch more!","images":[{"img":"https://static.itradeup.com/news/ae5414996175f713ffe51644d7d8c0d7","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091832574","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099383396,"gmtCreate":1643296702498,"gmtModify":1676533800047,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MA 20220520 305.0 PUT\">$MA 20220520 305.0 PUT$</a>Is it a glitch? It’s not responding..","listText":"<a href=\"https://ttm.financial/OPT/MA 20220520 305.0 PUT\">$MA 20220520 305.0 PUT$</a>Is it a glitch? It’s not responding..","text":"$MA 20220520 305.0 PUT$Is it a glitch? It’s not responding..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099383396","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883051474,"gmtCreate":1631192001998,"gmtModify":1676530492133,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Lest take and run along.","listText":"Lest take and run along.","text":"Lest take and run along.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883051474","repostId":"1112626627","repostType":4,"repost":{"id":"1112626627","kind":"news","pubTimestamp":1631168221,"share":"https://ttm.financial/m/news/1112626627?lang=&edition=fundamental","pubTime":"2021-09-09 14:17","market":"us","language":"en","title":"The Six Largest Wall Street Banks Issue Market Red Alerts","url":"https://stock-news.laohu8.com/highlight/detail?id=1112626627","media":"zerohedge","summary":"Morgan Stanley, Bank of America, Deutsche Bank, Citigroup, Credit Suisse And Goldman Sachs.\nThese ar","content":"<p><i>Morgan Stanley, Bank of America, Deutsche Bank, Citigroup, Credit Suisse And Goldman Sachs.</i></p>\n<p>These are some of the biggest Wall Street banks that have issued \"red alert\" warnings on the US stock market in just the past few days, with some expecting an imminent correction of 10-20%, while others expect a slow burning drift lower over the next few months. Below we summarize the highlights of their surprisingly downbeat views.</p>\n<p><u><b>Morgan Stanley</b></u></p>\n<p>We start with Morgan Stanley, which yesterday published its latest Global Macro Forum slide deck (available forprofessional subscribers), and where the bank's chief cross-asset strategist Andrew Sheets warns that equity market internals have continued to follow a \"mid cycle transition\", a process which usually ends with quality stocks - like the FAAMGs market \"generals\" - getting hit, \"<b>which poses outsized risk to the high-quality S&amp;P 500</b>\" through October.</p>\n<p>Sheets frames his pessimistic view by disclosing the five themes which he believes will define markets though year-end. These are:</p>\n<ol>\n <li><p><b>Policy divergence and the start of tapering:</b>MS expects the Fed to signal its intent to taper at the September meeting. As central bank policy becomes less easy, it also becomes more divergent. This will provide support for long DXY, short PLN/HUF, short US duration and gold, caution on US and Taiwan equities.</p></li>\n <li><p><b>Vaccination divergence:</b>The world has two strategies to combat COVID-19 – vaccination and suppression. The Delta variant has made the latter difficult, increasing risks to growth in regions with low vaccination rates. The bank sees this as bullish for EU equities.</p></li>\n <li><p><b>Valuation divergence:</b>2021 to date has seen a wide adjustment in valuations. Sheets' advice: \"<i>Focus on areas with greater levels of valuation adjustment. We add Brazil versus EM equities to our top trades.\"</i></p></li>\n <li><p><b>Echoes of 2004:</b>Sheets thinks that 2004 offers a useful guide for a 'mid-cycle transition’. He suggests taking default risk over spread risk and like loans over bonds in credit.</p></li>\n <li><p><b>Doing things &gt; buying things:</b>The pandemic saw demand for goods jump and demand for services collapse. As the recovery continues, expect a reversal. We think this supports energy &gt; metals, and are cautious on US consumer discretionary.</p></li>\n</ol>\n<p>While regular readers are aware of Morgan Stanley's long-running theme that the US economy is undergoing a mid-cycle transition, for those unfamiliar, here is one way that the bank's chief equity strategist Michael Wilson has framed it previously, showing that the ISM Manufacturing Index always lags the Prices Paid, which has recently reversed (shown inverted on the chart below) and suggests of significant downside tot he closely watched indicator.</p>\n<p><img src=\"https://static.tigerbbs.com/89346c02440d5fab4a98e72d7d27ba1f\" tg-width=\"1050\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p>\n<p>As part of this \"mid-cycle transition\", several months ago the bank urged clients to transition out of small caps and into quality stocks...</p>\n<p><img src=\"https://static.tigerbbs.com/5e2afd584db11f19b6b05031483d6f6c\" tg-width=\"1097\" tg-height=\"656\" referrerpolicy=\"no-referrer\"></p>\n<p>... we are now on the verge of ending the mid-cycle transition, which according to Michael Wilson ends either in \"fire,\" with a<b>market correction of 10-20% as a result of higher rates...</b></p>\n<p><img src=\"https://static.tigerbbs.com/e7ed4becb4b4add1c291379068668ca7\" tg-width=\"1123\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p>\n<p>... or<b>\"ice\"</b>as consumer spending grinds to a halt.</p>\n<p><img src=\"https://static.tigerbbs.com/83d20b93fac562ec12c5371ce0cec674\" tg-width=\"1130\" tg-height=\"661\" referrerpolicy=\"no-referrer\">Putting it together, Andrew Sheets lists the following 5 key market takeaways:</p>\n<ol>\n <li><p><b>September and October represents a tricky period for central bank communication, economic data and market technicals:</b>The bank sees risks to both US equities and US bonds given current valuations, and as a result<b>Morgan Stanley is downgrading US stocks to Underweight and global equities to Equal Weight</b>.</p></li>\n <li><p><b>For the global economy, Morgan Stanley thinks that many current inflationary pressures are temporary, but the timing of peak inflation varies by region and country.</b>On growth, the bank believes that \"<i>we’ve passed the peak in activity, with August particularly weak in the US,</i><i><b>but the end of the cycle is not nigh.\"</b></i></p></li>\n <li><p><b>In rates, it will come as no surprise that MS thinks that core rates have bottomed and will move higher into 4Q21 and into 2H22,</b>after all this is the biggest consensus trade across Wall Street (and is thus likely wrong): Central bank withdrawal of policy accommodation and a near-term trough in economic data should both help to push yields higher. Sheets also thinks USD also grinds higher into year-end.</p></li>\n <li><p><b>For equities, Sheets warns that market internals have continued to follow a ‘mid-cycle transition’:</b>That process, as noted above, usually ends with quality stocks getting hit, which poses outsized risk to the high-quality S&amp;P 500.<b>Both ‘fire’ (rates higher) and ‘ice’ (the growth slowdown is worse than expected) pose risk to a market that has barely de-rated year-to-date.</b></p></li>\n</ol>\n<p>Putting it all together, on Wednesday morning Sheets spoke to Bloomberg TV, saying that “<b>we are going to have a period where data is going to be weak in September at the time when you have a heightened risk of delta variant and school reopening\"</b>adding that “If the data does stay soft, the market valuations just haven’t adjusted like other parts of the market have.”</p>\n<p><u><b>Bank of America</b></u></p>\n<p>Regular readers will know that Bank of America has been one of the most bearish big banks in 2021, with its Chief Investment Officer spouting a weekly dose of fire and brimstone (as an example see his \"Bear Case In 12 \"Charts Of Darkness\"), while the bank's chief equity strategist Savita Subramanian having held to the lowest 2021 year-end S&amp;P price target at just 3,800, tied with Stifel's Barry Bannister for most bearish strategist.</p>\n<p>Well that changed today, when just like Michael Wilson a few weeks ago, she finally hiked her year-end S&amp;P price target to 4,250 from 3,800, admitting that she is \"marking our models to market\", i.e., merely catching up with stocks, i.e., the Fed's balance sheet, but not before warning that \"<i><b>downside risks remain\"</b></i>and asking \"<i><b>what good news is left</b></i>?\" Indeed, while higher, her new price target still implies 6% downside from current prices. The table below reveals how she got to that particular price, and also how Subramanian got her 2022 year-end S&amp;P price target of 4,600... which is just 2% higher from spot.</p>\n<p><img src=\"https://static.tigerbbs.com/90219af90e39133a9a8eb66d0c0b8b5e\" tg-width=\"1208\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p>\n<p>But far from turning bullish, her note published this morning titled \"<i>Should you keep dancing if the music slows down</i>?\" (available forprofessional subscribers) is a scathing critique of everything that is broken with the market, and a cautionary tale to anyone who believes that buying the S&amp;P at its all time high of 4,500 is a good idea.</p>\n<p>Next, Subramanian warns that \"<i>sentiment is all but euphoric with our Sell Side Indicator (see SSI) closer to a sell signal than at any point since 2007\"...</i></p>\n<p><img src=\"https://static.tigerbbs.com/cceedf36db75a0f6e084d6dcd15450b5\" tg-width=\"1177\" tg-height=\"818\" referrerpolicy=\"no-referrer\"></p>\n<p>... an indicator which explains 25% of subsequent S&amp;P500 returns...</p>\n<p><img src=\"https://static.tigerbbs.com/3bba5b54c4c953c1b807b2ade30989a8\" tg-width=\"1196\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>... while wage/input cost inflation and supply chain shifts are starting to weigh on margins.</p>\n<p><img src=\"https://static.tigerbbs.com/7359b080cc5e60ad6723c32b74c68b70\" tg-width=\"1157\" tg-height=\"976\" referrerpolicy=\"no-referrer\"></p>\n<p>The BofA strategist also calculates that interest rate risk is at a record high,<b>with S&amp;P 500 equity duration equivalent to a 36-year zero-coupon bond, where every 10bp increase in the discount rate equates to a 4% decline</b>. Finally, \"valuations leave no margin for error.\"</p>\n<p><img src=\"https://static.tigerbbs.com/9aef25e2e8272798285ebdeeeb692671\" tg-width=\"590\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>Having reluctantly hiked the price target, Subramanian - like Wilson - is quick to caution that \"<b>this may not end now. But when it ends, it could end badly.\"</b></p>\n<blockquote>\n If taper means no upside to the S&amp;P 500, tightening would be worse. Canaries are chirping – \n <b>PPG, a barometer of industrial activity, aborted guidance on supply chain woes; credit spreads have stealthily widened, and our valuation model (~80% explanatory power for S&amp;P 10yr returns) now indicates negative returns (-0.8% p.a.) for the first time since ‘99.</b>\n</blockquote>\n<p>As noted above, Subramanian also looked at one of her favorite indicators - price to normalized earnings - which has a very strong relationship to subsequent S&amp;P 500 returns over the long haul. With the S&amp;P 500 current sporting a trailing normalized PE ratio of 29x, the BofA strategist calculates that<b>the 10-year annual 12-month price return of -0.8%, \"represents the first negative returns since the Tech Bubble.\" In other words, ten years from now stocks will be... lower than where they are now.</b></p>\n<p><img src=\"https://static.tigerbbs.com/4da5e585ef1b82a957e348d35e1e959b\" tg-width=\"655\" tg-height=\"507\" referrerpolicy=\"no-referrer\"><u><b>Deutsche Bank</b></u></p>\n<p>While not nearly as bearish as Morgan Stanley (and its equity Underweight rating) or Bank of America (with its gloomy near-term and 10 year forecasts), Deutsche Bank has also joined the bandwagon of bears, and in the bank's latest House View (available forprofessional subscribers), titled \"The New World: Moving Beyond Covid\", the bank writes that \"the global economy performed strongly over the summer, but the delta variant has led to increasingly frequent data misses versus expectations.<b>This has seen us downgrade our near-term US growth outlook just as high inflation readings have shifted attention to when central banks will taper asset purchases.\"</b></p>\n<p>Looking ahead, DB notes that while tapering discussions will raise the stakes for this month’s Fed and ECB decisions but<i>\"September will see other pivotal events for the outlook too. The German election has tightened up significantly, and polls suggest that only three-party coalitions can form a majority, meaning negotiations could take some months. US government funding runs out on September 30, and a potential fight over the debt ceiling is approaching. Furthermore, the House will vote on the bipartisan infrastructure bill by September 27, and we should soon find out the next Fed Chair.\"</i></p>\n<p>ANd while financial markets have remained buoyant, and equity indices have repeatedly hit fresh highs, Deutsche Bank's strategists \"<i><b>expect an imminent correction</b></i>\" even though they see the S&amp;P 500 rising back around current levels by year end.</p>\n<p>Some more details on the coming pullback in markets which DB believes will see the S&amp;P drop 6%-10%:</p>\n<ul>\n <li><p>Indicators of macro cyclical growth are peaking and data surprises are now negative</p></li>\n <li><p>Earnings upgrades are likely done as the bottom up consensus has upgraded forward estimates significantly.</p></li>\n <li><p>Inflation risks are rising.</p></li>\n <li><p>And overall positioning is high while the retail investor is in retreat, though buybacks and inflows are still strong.</p></li>\n</ul>\n<p>But, as noted above, and in seeking to break from the uber-bears, DB notes that it then sees equities rallying back as its baseline remains for strong growth but only a gradual and modest rise in inflation.</p>\n<p>The summary of the bank's market views is below:</p>\n<p><img src=\"https://static.tigerbbs.com/393a1c149faa0a0ba4b5a163c46f0615\" tg-width=\"983\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p><u><b>Goldman Sachs</b></u></p>\n<p>Perhaps the most cheerful take of all, came from Goldman's Christian Mueller-Glissmann, who in a Bloomberg interview echoed what wefirst observed a few weeks ago,namely that “High valuations have increased market fragility,” adding that \"if there is a new negative development, it could generate growth shocks that lead to rapid de-risking.”</p>\n<p>“The key point here is there is very little buffer left if you get large negative surprises,” said Mueller-Glissmann.</p>\n<p>Writing in a GOAL Kickstart note on Tuesday (available forprofessional subscribers)Mueller-Glissman said that \"the S&amp;P 500 has continued to make all-time highs despite the weaker macro. In fact, realized vol dipped to 8% during the summer pointing towards a new low vol regime, resulting in particularly strong risk-adjusted returns.<b>After the clear 'good news is good news' regime in Q1, for the S&amp;P 500 'bad news' has become 'good news' again last quarter.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/938dbf6f7ed7bb36b78a422b7829b9b7\" tg-width=\"896\" tg-height=\"356\" referrerpolicy=\"no-referrer\">This, the Goldman strategist notes, \"is consistent with more support from dovish 'monetary policy' or search for yield: long-duration secular growth stocks have been boosted by the decline in real yields, helping broad indices which now have a larger weight in these stocks.\"</p>\n<p>Meanwhile, dissecting macro surprises shows that while global MAP scores were still positive until recently, the US MAP turned negative, led by labor data while consumer and manufacturing held up better. All in all this has supported dovish Fed policy expectations creating a 'Goldilocks' backdrop.</p>\n<p><img src=\"https://static.tigerbbs.com/1cefc2563977601840609b214886ffe6\" tg-width=\"892\" tg-height=\"357\" referrerpolicy=\"no-referrer\">However, as Goldman warns,<b>\"more recently macro surprises have also turned more negative across the board.\"</b>During periods of negative macro surprises the right tail risk for equities has historically been more limited - average returns and hit ratios for the S&amp;P 500 tend to be lower. Option markets have reflected this - for the next 3m the likelihood of very positive S&amp;P 500 returns (above 8%) is priced lower than normal, even lower than during slowdown phases. On the other hand, Mueller-Glissman notes that the likelihood of a 5% S&amp;P 500 rally is still elevated compared to the average during low vol regimes.</p>\n<p><img src=\"https://static.tigerbbs.com/6f5b78b4707ec4beeb36ba3bde0c12e4\" tg-width=\"895\" tg-height=\"389\" referrerpolicy=\"no-referrer\">Meanwhile, the recent low realized volatility has pushed the volatility risk premium close to the post-2000s highs and Goldman's options research team expects realized volatility until the end of the year to be lower than what is implied.</p>\n<p>The conclusion: \"With equities close to all-time highs, elevated equity valuations and a less favorable growth/inflation mix near term, call overwriting can still be attractive as a carry overlay.\"</p>\n<p><u><b>Citigroup</b></u></p>\n<p>The threat of growing market fragility was also touched upon by Citi's Chris Montagu who in his latest Viewpoint note, wrote that investor positioning has become ultra-bullish, with longs on the S&amp;P 500 outnumbering shorts by nearly 10 to 1. In his view,<b>half of those bets are likely to face losses on a drop in the index of as little as 2.2%.</b>And even a small correction could be amplified by forced long liquidation.</p>\n<p>As Montagu observes, the main equity indexes continue to set new highs, but the underlying positioning differs greatly by region. US equity positioning is extended and very one-sided net long, which leads to asymmetric risk of positioning amplifying any small market correction. Investors continue to add to this long bias. Meanwhile, positioning is much lighter in Europe and less likely to significantly drive price action near term. In Japan the recent rally in Nikkei 225 initially only saw limited investor participation, but there are signs that futures investor flows are accelerating even as ETFs continue to see modest outflows.</p>\n<p>Focusing just on the US, Montagu writes that \"investors have steadily been adding to net long exposure throughout the summer\" and remain very long. Meanwhile, if one includes “legacy” positions and in particular the large swing towards net longer around the June FOMC meeting, then positioning looks even more extended as \"investors continued to add to the long bias last week, but only at the moderate steady rate seen throughout the rest of the summer.\"</p>\n<p><img src=\"https://static.tigerbbs.com/3880354e695a0e0b3140c297256f35a1\" tg-width=\"947\" tg-height=\"426\" referrerpolicy=\"no-referrer\">WIth that in mind, Montagu warns that \"<b>risk is asymmetric to the downside with crowded positioning in the form of longs outnumbering shorts nearly 10 to 1.\"</b>According to his calculations \"these longs sit on an average 2.4% profit and half of positions in loss on a move below 4,435 (~2.2% correction).<b>That means a small correction could be amplified by forced long liquidation pushing the market further down.</b>\"</p>\n<p>Finally, the Nasdaq is similarly stretched with the concentration of long positions leaving the market more vulnerable on a sell-off, and while older positions sit on large profits which act as a buffer on minor volatility, \"<b>nearly a quarter of positions are more recent and with no profit buffer.\"</b></p>\n<p>In short, one serious swoon lower could quickly transform into a rout.</p>\n<p><u><b>Credit Suisse</b></u></p>\n<p>We round out the gloomish bank compendium by skimming the latest note from Credit Suisse equity strategist&nbsp;Andrew Garthwaite who while turned<b>bearish on U.S. equities while predicting that rising bond yields and inflation expectations are likely to help European equities outperform their regional peers.</b></p>\n<p>Europe’s PMI momentum is “much better than in the U.S., and markets have unusually decoupled from this,” Garthwaite said, while noting that he is \"small underweight\" on U.S. equities as tax and regulations pose a higher risk than other regions, and points to “extreme” valuations.</p>\n<p>* * *</p>\n<p>So is a correction, or perhaps even bear market, assured? Of course not, and there are two key catalysts that could prevent such an outcome, besides the Fed of course. On one hand, banks can unleash another record burst of stock buybacks as they did three weeks ago just as stocks were about to breach the key 4,350 support level. And then, there is the continued risk appetite among retail investors.</p>\n<p>In his latest Flows and Liquidity notes, JPM quant Nick Panigirtzoglou saw retail investors as the key force behind recent gains, noting that they plowed almost $30 billion of cash into US stocks and ETFs in July and August, the most in a two-month period. And it is these retail investors - whose performance has trounced that of hedge funds in the past two years, that could also be the support pillar that keeps the market stable, as long as easy money policies persist, according to JPM.</p>\n<p>“Retail investors have been buying stocks and equity funds at such a steady and strong pace that makes an equity correction looking rather unlikely,” JPMorgan global strategists including Nikolaos Panigirtzoglou wrote in a Sept. 1 note. “Whether the coming Fed policy change changes retail investors’ attitude towards equities remains to be seen.”</p>\n<p><img src=\"https://static.tigerbbs.com/7624eef20d4b231aad9ebb3afc2e3e10\" tg-width=\"801\" tg-height=\"543\" referrerpolicy=\"no-referrer\">\"So far this year retail investors have been buying stocks and equity funds at such a steady and strong pace that makes an equity correction looking rather unlikely\" Panigirtzoglou wrote, adding that \"whether the coming Fed policy change changes retail investors’ attitude towards equities remains to be seen.\"</p>\n<p>At the same time, he also concedes the counter argument \"that the strength of the retail flow has pushed equities up by so much and has made investors globally more overweight equities, many of them unwilling, that the risk of profit taking should be naturally high. Indeed, in support of this counter argument, updating our most holistic of our equity position indicators, i.e. the implied equity allocation of non-bank investors globally, points to an equity allocation of 46% currently, only slightly below the post Lehman crisis high of 47.6% seen in 2018\".</p>\n<p><img src=\"https://static.tigerbbs.com/1854fc59f780452d1b297f29f0f8fc05\" tg-width=\"604\" tg-height=\"483\" referrerpolicy=\"no-referrer\">And while the JPM quant admits that he is sympathetic to this counter&nbsp; argument, \"in the absence of a material slowing in the retail flow into equities, the risk of an equity correction remains low.\" As such, in his view monitoring this retail flow on a daily and weekly basis going forward \"is key to the equity market outlook.\"</p>\n<p>And since JPMorgan knows this, the Fed certainly knows this, and we are confident that even the smallest market hiccup will prompt a furious response at the Marriner Eccles building, because we are now well beyond the point of no return and Jerome Powell and company simply can not afford even the smallest drop in stocks without risking a full-blown market meltdown, much to the chagrin of the banks above who are predicting just that.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nThe Six Largest Wall Street Banks Issue Market Red Alerts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/six-largest-wall-street-banks-issue-market-red-alerts><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley, Bank of America, Deutsche Bank, Citigroup, Credit Suisse And Goldman Sachs.\nThese are some of the biggest Wall Street banks that have issued \"red alert\" warnings on the US stock market...</p>\n\n<a href=\"https://www.zerohedge.com/markets/six-largest-wall-street-banks-issue-market-red-alerts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/six-largest-wall-street-banks-issue-market-red-alerts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112626627","content_text":"Morgan Stanley, Bank of America, Deutsche Bank, Citigroup, Credit Suisse And Goldman Sachs.\nThese are some of the biggest Wall Street banks that have issued \"red alert\" warnings on the US stock market in just the past few days, with some expecting an imminent correction of 10-20%, while others expect a slow burning drift lower over the next few months. Below we summarize the highlights of their surprisingly downbeat views.\nMorgan Stanley\nWe start with Morgan Stanley, which yesterday published its latest Global Macro Forum slide deck (available forprofessional subscribers), and where the bank's chief cross-asset strategist Andrew Sheets warns that equity market internals have continued to follow a \"mid cycle transition\", a process which usually ends with quality stocks - like the FAAMGs market \"generals\" - getting hit, \"which poses outsized risk to the high-quality S&P 500\" through October.\nSheets frames his pessimistic view by disclosing the five themes which he believes will define markets though year-end. These are:\n\nPolicy divergence and the start of tapering:MS expects the Fed to signal its intent to taper at the September meeting. As central bank policy becomes less easy, it also becomes more divergent. This will provide support for long DXY, short PLN/HUF, short US duration and gold, caution on US and Taiwan equities.\nVaccination divergence:The world has two strategies to combat COVID-19 – vaccination and suppression. The Delta variant has made the latter difficult, increasing risks to growth in regions with low vaccination rates. The bank sees this as bullish for EU equities.\nValuation divergence:2021 to date has seen a wide adjustment in valuations. Sheets' advice: \"Focus on areas with greater levels of valuation adjustment. We add Brazil versus EM equities to our top trades.\"\nEchoes of 2004:Sheets thinks that 2004 offers a useful guide for a 'mid-cycle transition’. He suggests taking default risk over spread risk and like loans over bonds in credit.\nDoing things > buying things:The pandemic saw demand for goods jump and demand for services collapse. As the recovery continues, expect a reversal. We think this supports energy > metals, and are cautious on US consumer discretionary.\n\nWhile regular readers are aware of Morgan Stanley's long-running theme that the US economy is undergoing a mid-cycle transition, for those unfamiliar, here is one way that the bank's chief equity strategist Michael Wilson has framed it previously, showing that the ISM Manufacturing Index always lags the Prices Paid, which has recently reversed (shown inverted on the chart below) and suggests of significant downside tot he closely watched indicator.\n\nAs part of this \"mid-cycle transition\", several months ago the bank urged clients to transition out of small caps and into quality stocks...\n\n... we are now on the verge of ending the mid-cycle transition, which according to Michael Wilson ends either in \"fire,\" with amarket correction of 10-20% as a result of higher rates...\n\n... or\"ice\"as consumer spending grinds to a halt.\nPutting it together, Andrew Sheets lists the following 5 key market takeaways:\n\nSeptember and October represents a tricky period for central bank communication, economic data and market technicals:The bank sees risks to both US equities and US bonds given current valuations, and as a resultMorgan Stanley is downgrading US stocks to Underweight and global equities to Equal Weight.\nFor the global economy, Morgan Stanley thinks that many current inflationary pressures are temporary, but the timing of peak inflation varies by region and country.On growth, the bank believes that \"we’ve passed the peak in activity, with August particularly weak in the US,but the end of the cycle is not nigh.\"\nIn rates, it will come as no surprise that MS thinks that core rates have bottomed and will move higher into 4Q21 and into 2H22,after all this is the biggest consensus trade across Wall Street (and is thus likely wrong): Central bank withdrawal of policy accommodation and a near-term trough in economic data should both help to push yields higher. Sheets also thinks USD also grinds higher into year-end.\nFor equities, Sheets warns that market internals have continued to follow a ‘mid-cycle transition’:That process, as noted above, usually ends with quality stocks getting hit, which poses outsized risk to the high-quality S&P 500.Both ‘fire’ (rates higher) and ‘ice’ (the growth slowdown is worse than expected) pose risk to a market that has barely de-rated year-to-date.\n\nPutting it all together, on Wednesday morning Sheets spoke to Bloomberg TV, saying that “we are going to have a period where data is going to be weak in September at the time when you have a heightened risk of delta variant and school reopening\"adding that “If the data does stay soft, the market valuations just haven’t adjusted like other parts of the market have.”\nBank of America\nRegular readers will know that Bank of America has been one of the most bearish big banks in 2021, with its Chief Investment Officer spouting a weekly dose of fire and brimstone (as an example see his \"Bear Case In 12 \"Charts Of Darkness\"), while the bank's chief equity strategist Savita Subramanian having held to the lowest 2021 year-end S&P price target at just 3,800, tied with Stifel's Barry Bannister for most bearish strategist.\nWell that changed today, when just like Michael Wilson a few weeks ago, she finally hiked her year-end S&P price target to 4,250 from 3,800, admitting that she is \"marking our models to market\", i.e., merely catching up with stocks, i.e., the Fed's balance sheet, but not before warning that \"downside risks remain\"and asking \"what good news is left?\" Indeed, while higher, her new price target still implies 6% downside from current prices. The table below reveals how she got to that particular price, and also how Subramanian got her 2022 year-end S&P price target of 4,600... which is just 2% higher from spot.\n\nBut far from turning bullish, her note published this morning titled \"Should you keep dancing if the music slows down?\" (available forprofessional subscribers) is a scathing critique of everything that is broken with the market, and a cautionary tale to anyone who believes that buying the S&P at its all time high of 4,500 is a good idea.\nNext, Subramanian warns that \"sentiment is all but euphoric with our Sell Side Indicator (see SSI) closer to a sell signal than at any point since 2007\"...\n\n... an indicator which explains 25% of subsequent S&P500 returns...\n\n... while wage/input cost inflation and supply chain shifts are starting to weigh on margins.\n\nThe BofA strategist also calculates that interest rate risk is at a record high,with S&P 500 equity duration equivalent to a 36-year zero-coupon bond, where every 10bp increase in the discount rate equates to a 4% decline. Finally, \"valuations leave no margin for error.\"\n\nHaving reluctantly hiked the price target, Subramanian - like Wilson - is quick to caution that \"this may not end now. But when it ends, it could end badly.\"\n\n If taper means no upside to the S&P 500, tightening would be worse. Canaries are chirping – \n PPG, a barometer of industrial activity, aborted guidance on supply chain woes; credit spreads have stealthily widened, and our valuation model (~80% explanatory power for S&P 10yr returns) now indicates negative returns (-0.8% p.a.) for the first time since ‘99.\n\nAs noted above, Subramanian also looked at one of her favorite indicators - price to normalized earnings - which has a very strong relationship to subsequent S&P 500 returns over the long haul. With the S&P 500 current sporting a trailing normalized PE ratio of 29x, the BofA strategist calculates thatthe 10-year annual 12-month price return of -0.8%, \"represents the first negative returns since the Tech Bubble.\" In other words, ten years from now stocks will be... lower than where they are now.\nDeutsche Bank\nWhile not nearly as bearish as Morgan Stanley (and its equity Underweight rating) or Bank of America (with its gloomy near-term and 10 year forecasts), Deutsche Bank has also joined the bandwagon of bears, and in the bank's latest House View (available forprofessional subscribers), titled \"The New World: Moving Beyond Covid\", the bank writes that \"the global economy performed strongly over the summer, but the delta variant has led to increasingly frequent data misses versus expectations.This has seen us downgrade our near-term US growth outlook just as high inflation readings have shifted attention to when central banks will taper asset purchases.\"\nLooking ahead, DB notes that while tapering discussions will raise the stakes for this month’s Fed and ECB decisions but\"September will see other pivotal events for the outlook too. The German election has tightened up significantly, and polls suggest that only three-party coalitions can form a majority, meaning negotiations could take some months. US government funding runs out on September 30, and a potential fight over the debt ceiling is approaching. Furthermore, the House will vote on the bipartisan infrastructure bill by September 27, and we should soon find out the next Fed Chair.\"\nANd while financial markets have remained buoyant, and equity indices have repeatedly hit fresh highs, Deutsche Bank's strategists \"expect an imminent correction\" even though they see the S&P 500 rising back around current levels by year end.\nSome more details on the coming pullback in markets which DB believes will see the S&P drop 6%-10%:\n\nIndicators of macro cyclical growth are peaking and data surprises are now negative\nEarnings upgrades are likely done as the bottom up consensus has upgraded forward estimates significantly.\nInflation risks are rising.\nAnd overall positioning is high while the retail investor is in retreat, though buybacks and inflows are still strong.\n\nBut, as noted above, and in seeking to break from the uber-bears, DB notes that it then sees equities rallying back as its baseline remains for strong growth but only a gradual and modest rise in inflation.\nThe summary of the bank's market views is below:\n\nGoldman Sachs\nPerhaps the most cheerful take of all, came from Goldman's Christian Mueller-Glissmann, who in a Bloomberg interview echoed what wefirst observed a few weeks ago,namely that “High valuations have increased market fragility,” adding that \"if there is a new negative development, it could generate growth shocks that lead to rapid de-risking.”\n“The key point here is there is very little buffer left if you get large negative surprises,” said Mueller-Glissmann.\nWriting in a GOAL Kickstart note on Tuesday (available forprofessional subscribers)Mueller-Glissman said that \"the S&P 500 has continued to make all-time highs despite the weaker macro. In fact, realized vol dipped to 8% during the summer pointing towards a new low vol regime, resulting in particularly strong risk-adjusted returns.After the clear 'good news is good news' regime in Q1, for the S&P 500 'bad news' has become 'good news' again last quarter.\"\nThis, the Goldman strategist notes, \"is consistent with more support from dovish 'monetary policy' or search for yield: long-duration secular growth stocks have been boosted by the decline in real yields, helping broad indices which now have a larger weight in these stocks.\"\nMeanwhile, dissecting macro surprises shows that while global MAP scores were still positive until recently, the US MAP turned negative, led by labor data while consumer and manufacturing held up better. All in all this has supported dovish Fed policy expectations creating a 'Goldilocks' backdrop.\nHowever, as Goldman warns,\"more recently macro surprises have also turned more negative across the board.\"During periods of negative macro surprises the right tail risk for equities has historically been more limited - average returns and hit ratios for the S&P 500 tend to be lower. Option markets have reflected this - for the next 3m the likelihood of very positive S&P 500 returns (above 8%) is priced lower than normal, even lower than during slowdown phases. On the other hand, Mueller-Glissman notes that the likelihood of a 5% S&P 500 rally is still elevated compared to the average during low vol regimes.\nMeanwhile, the recent low realized volatility has pushed the volatility risk premium close to the post-2000s highs and Goldman's options research team expects realized volatility until the end of the year to be lower than what is implied.\nThe conclusion: \"With equities close to all-time highs, elevated equity valuations and a less favorable growth/inflation mix near term, call overwriting can still be attractive as a carry overlay.\"\nCitigroup\nThe threat of growing market fragility was also touched upon by Citi's Chris Montagu who in his latest Viewpoint note, wrote that investor positioning has become ultra-bullish, with longs on the S&P 500 outnumbering shorts by nearly 10 to 1. In his view,half of those bets are likely to face losses on a drop in the index of as little as 2.2%.And even a small correction could be amplified by forced long liquidation.\nAs Montagu observes, the main equity indexes continue to set new highs, but the underlying positioning differs greatly by region. US equity positioning is extended and very one-sided net long, which leads to asymmetric risk of positioning amplifying any small market correction. Investors continue to add to this long bias. Meanwhile, positioning is much lighter in Europe and less likely to significantly drive price action near term. In Japan the recent rally in Nikkei 225 initially only saw limited investor participation, but there are signs that futures investor flows are accelerating even as ETFs continue to see modest outflows.\nFocusing just on the US, Montagu writes that \"investors have steadily been adding to net long exposure throughout the summer\" and remain very long. Meanwhile, if one includes “legacy” positions and in particular the large swing towards net longer around the June FOMC meeting, then positioning looks even more extended as \"investors continued to add to the long bias last week, but only at the moderate steady rate seen throughout the rest of the summer.\"\nWIth that in mind, Montagu warns that \"risk is asymmetric to the downside with crowded positioning in the form of longs outnumbering shorts nearly 10 to 1.\"According to his calculations \"these longs sit on an average 2.4% profit and half of positions in loss on a move below 4,435 (~2.2% correction).That means a small correction could be amplified by forced long liquidation pushing the market further down.\"\nFinally, the Nasdaq is similarly stretched with the concentration of long positions leaving the market more vulnerable on a sell-off, and while older positions sit on large profits which act as a buffer on minor volatility, \"nearly a quarter of positions are more recent and with no profit buffer.\"\nIn short, one serious swoon lower could quickly transform into a rout.\nCredit Suisse\nWe round out the gloomish bank compendium by skimming the latest note from Credit Suisse equity strategist Andrew Garthwaite who while turnedbearish on U.S. equities while predicting that rising bond yields and inflation expectations are likely to help European equities outperform their regional peers.\nEurope’s PMI momentum is “much better than in the U.S., and markets have unusually decoupled from this,” Garthwaite said, while noting that he is \"small underweight\" on U.S. equities as tax and regulations pose a higher risk than other regions, and points to “extreme” valuations.\n* * *\nSo is a correction, or perhaps even bear market, assured? Of course not, and there are two key catalysts that could prevent such an outcome, besides the Fed of course. On one hand, banks can unleash another record burst of stock buybacks as they did three weeks ago just as stocks were about to breach the key 4,350 support level. And then, there is the continued risk appetite among retail investors.\nIn his latest Flows and Liquidity notes, JPM quant Nick Panigirtzoglou saw retail investors as the key force behind recent gains, noting that they plowed almost $30 billion of cash into US stocks and ETFs in July and August, the most in a two-month period. And it is these retail investors - whose performance has trounced that of hedge funds in the past two years, that could also be the support pillar that keeps the market stable, as long as easy money policies persist, according to JPM.\n“Retail investors have been buying stocks and equity funds at such a steady and strong pace that makes an equity correction looking rather unlikely,” JPMorgan global strategists including Nikolaos Panigirtzoglou wrote in a Sept. 1 note. “Whether the coming Fed policy change changes retail investors’ attitude towards equities remains to be seen.”\n\"So far this year retail investors have been buying stocks and equity funds at such a steady and strong pace that makes an equity correction looking rather unlikely\" Panigirtzoglou wrote, adding that \"whether the coming Fed policy change changes retail investors’ attitude towards equities remains to be seen.\"\nAt the same time, he also concedes the counter argument \"that the strength of the retail flow has pushed equities up by so much and has made investors globally more overweight equities, many of them unwilling, that the risk of profit taking should be naturally high. Indeed, in support of this counter argument, updating our most holistic of our equity position indicators, i.e. the implied equity allocation of non-bank investors globally, points to an equity allocation of 46% currently, only slightly below the post Lehman crisis high of 47.6% seen in 2018\".\nAnd while the JPM quant admits that he is sympathetic to this counter  argument, \"in the absence of a material slowing in the retail flow into equities, the risk of an equity correction remains low.\" As such, in his view monitoring this retail flow on a daily and weekly basis going forward \"is key to the equity market outlook.\"\nAnd since JPMorgan knows this, the Fed certainly knows this, and we are confident that even the smallest market hiccup will prompt a furious response at the Marriner Eccles building, because we are now well beyond the point of no return and Jerome Powell and company simply can not afford even the smallest drop in stocks without risking a full-blown market meltdown, much to the chagrin of the banks above who are predicting just that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889896455,"gmtCreate":1631133109277,"gmtModify":1676530474913,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Options Options Diso Disco….. ??&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Options Options Diso Disco….. ??&nbsp;","text":"$AMC 20210924 30.0 PUT(AMC)$Options Options Diso Disco….. 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support!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811796231","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811259046,"gmtCreate":1630328850685,"gmtModify":1676530270117,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>we had this in my hood!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>we had this in my hood!","text":"$AMC Entertainment(AMC)$we had this in my hood!","images":[{"img":"https://static.tigerbbs.com/8b31f19a95649ee15b0a8d57101ccea4","width":"3355","height":"684"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811259046","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831639948,"gmtCreate":1629310137884,"gmtModify":1676529999563,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>just another meme to meet.","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>just another meme to meet.","text":"$Robinhood Markets, Inc.(HOOD)$just another meme to meet.","images":[{"img":"https://static.tigerbbs.com/33fab6a32a391d0e9b2396bb9203896b","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831639948","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831695776,"gmtCreate":1629309085895,"gmtModify":1676529999475,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"It’s 10% and ? to meet at the ? !","listText":"It’s 10% and ? to meet at the ? !","text":"It’s 10% and ? to meet at the ? !","images":[{"img":"https://static.tigerbbs.com/36bcb6cdd0774de383b49d244be2a354","width":"750","height":"2103"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831695776","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831695110,"gmtCreate":1629308982830,"gmtModify":1676529999475,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"10 par enuff? ?","listText":"10 par enuff? ?","text":"10 par enuff? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831695110","repostId":"1171001359","repostType":4,"repost":{"id":"1171001359","kind":"news","pubTimestamp":1629296316,"share":"https://ttm.financial/m/news/1171001359?lang=&edition=fundamental","pubTime":"2021-08-18 22:18","market":"us","language":"en","title":"Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1171001359","media":"zerohedge","summary":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone wa","content":"<p><i><b>(Update: August 18, 2021 at 10:59 a.m. ET)</b></i></p>\n<blockquote>\n Palantir jumped over 5% in morning trading.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c6c19f9313f0357f7f3c8110913c6115\" tg-width=\"1578\" tg-height=\"715\" width=\"100%\" height=\"auto\"></p>\n<p>Anyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a&nbsp;market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.</p>\n<p>The software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week that<b>it stockpiled $50.7 million in gold bars earlier this month.</b>The filing also said it<b>acquired technology startups, blank-check companies, and even cryptocurrencies.</b></p>\n<p>Palantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).</p>\n<p>Shyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:<b>\"you have to be prepared for a future with more black swan events.\"</b></p>\n<p>Palantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.</p>\n<blockquote>\n <b>\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"</b>Palantir wrote.\n</blockquote>\n<p>None of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.</p>\n<p>Palantir co-founder Joe Lonsdale was quoted not too long ago, saying,<i><b>&nbsp;\"idiots are running the Fed.\"</b></i>Lonsdale was referencing the unconventional monetary policy that has helped balloon&nbsp;the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.</p>\n<p>What is remarkable is that<b>foreign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt</b>(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):</p>\n<p><img src=\"https://static.tigerbbs.com/c1ddac8aa20be7a0cf3dcfe13587a3fa\" tg-width=\"543\" tg-height=\"464\" referrerpolicy=\"no-referrer\">Palantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...</p>\n<p><img src=\"https://static.tigerbbs.com/cf3b4e6ae10385fc98caf63d675bf4c9\" tg-width=\"991\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Mike Krieger of Liberty Blitzkrieg&nbsp;tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:<i><b>\"When the spooks tell you a false flag is coming, a false flag is coming.\"</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/f2af9b00c2c37ebd743bff641e58c3aa\" tg-width=\"513\" tg-height=\"491\" referrerpolicy=\"no-referrer\">Palantir is not alone asSchiffGoldnotes that<b>Chinese gold demand rebounded sharply in the first half of 2021</b>after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.</p>\n<p>Demand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.<b>Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.</b></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>Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"</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\">\nPalantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171001359","content_text":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.\nThe software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week thatit stockpiled $50.7 million in gold bars earlier this month.The filing also said itacquired technology startups, blank-check companies, and even cryptocurrencies.\nPalantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).\nShyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:\"you have to be prepared for a future with more black swan events.\"\nPalantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.\n\n\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"Palantir wrote.\n\nNone of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.\nPalantir co-founder Joe Lonsdale was quoted not too long ago, saying, \"idiots are running the Fed.\"Lonsdale was referencing the unconventional monetary policy that has helped balloon the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.\nWhat is remarkable is thatforeign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):\nPalantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...\nMike Krieger of Liberty Blitzkrieg tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:\"When the spooks tell you a false flag is coming, a false flag is coming.\"\nPalantir is not alone asSchiffGoldnotes thatChinese gold demand rebounded sharply in the first half of 2021after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.\nDemand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831695905,"gmtCreate":1629308941207,"gmtModify":1676529999467,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Ok lor","listText":"Ok lor","text":"Ok lor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831695905","repostId":"1130907862","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833356282,"gmtCreate":1629207633246,"gmtModify":1676529966023,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","listText":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","text":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833356282","repostId":"1146168029","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839485570,"gmtCreate":1629173982190,"gmtModify":1676529953854,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Ofcuz..","listText":"Ofcuz..","text":"Ofcuz..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839485570","repostId":"1133874781","repostType":4,"repost":{"id":"1133874781","kind":"news","pubTimestamp":1629164267,"share":"https://ttm.financial/m/news/1133874781?lang=&edition=fundamental","pubTime":"2021-08-17 09:37","market":"us","language":"en","title":"3 Reasons To Buy Apple Stock Over Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1133874781","media":"TheStreet","summary":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazo","content":"<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.</p>\n<p>Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.</p>\n<p>But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Figure 1: One-year rolling correlation, AAPL vs. AMZN.</span></p>\n<p><b>#1. Post-pandemic outperformer</b></p>\n<p>Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.</p>\n<p>The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: FQ3 2021 revenue growth by geo segment.</span></p>\n<p><b>#2. Valuations more appealing</b></p>\n<p>In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).</p>\n<p>In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL and AMZN's valuation.</span></p>\n<p><b>#3. Underappreciated growth</b></p>\n<p>Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.</p>\n<p>The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.</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>3 Reasons To Buy Apple Stock Over Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons To Buy Apple Stock Over Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133874781","content_text":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.\nBut today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel Amazon Maven will soon take the other side of the argument. Check out both theses to determine which makes most sense.\nFigure 1: One-year rolling correlation, AAPL vs. AMZN.\n#1. Post-pandemic outperformer\nSince reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.\nThe opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.\nFigure 2: FQ3 2021 revenue growth by geo segment.\n#2. Valuations more appealing\nIn absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).\nIn an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.\nFigure 3: AAPL and AMZN's valuation.\n#3. Underappreciated growth\nLastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.\nThe Cupertino company could be introducing a new mixed reality headset next year or in 2023,followed by an Apple Car that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839817006,"gmtCreate":1629142334805,"gmtModify":1676529943235,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Na Way! We gonna see u from the moon, cos it’s launching. ?&nbsp;","listText":"Na Way! We gonna see u from the moon, cos it’s launching. ?&nbsp;","text":"Na Way! We gonna see u from the moon, cos it’s launching. ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839817006","repostId":"1137437693","repostType":4,"repost":{"id":"1137437693","kind":"news","pubTimestamp":1629116844,"share":"https://ttm.financial/m/news/1137437693?lang=&edition=fundamental","pubTime":"2021-08-16 20:27","market":"us","language":"en","title":"3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1137437693","media":"Motley Fool","summary":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/o","content":"<blockquote>\n Analysts expect these soaring stocks to come crashing back to Earth.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li>\n <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li>\n</ul>\n<p>It's a great time to be an investor. In the close to 17 months since the widely followed&nbsp;<b><a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p>\n<p>However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p>\n<p><b>Moderna: Implied downside of 53%</b></p>\n<p>First up is skyrocketing&nbsp;biotech stock&nbsp;<b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p>\n<p>As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b>&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b>&nbsp;vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p>\n<p>The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p>\n<p>Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p>\n<p>However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing.&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>&nbsp;is a good bet to receive EUA within the coming months, and&nbsp;<b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p>\n<p>The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p>\n<p><b>Dillard's: Implied downside of 55%</b></p>\n<p>The next high-flying stock might come as a bit of a surprise... department store chain&nbsp;<b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p>\n<p>If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p>\n<p>Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p>\n<p>It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p>\n<p>Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p>\n<p>Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p>\n<p><b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p>\n<p>Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock&nbsp;<b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p>\n<p>AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p>\n<p>Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p>\n<p>The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p>\n<p>The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p>\n<p>The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with&nbsp;<a href=\"https://laohu8.com/S/T\">AT&amp;T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p>\n<p>It may take longer than 12 months, but AMC does look to beheaded back to its February low.</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>3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 20:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/or short squeezes have treated these three companies very well in 2021.\nThough Wall Street's price ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生",".SPX":"S&P 500 Index","MRNA":"Moderna, Inc.","AMC":"AMC院线","DDS":"狄乐百货"},"source_url":"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137437693","content_text":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/or short squeezes have treated these three companies very well in 2021.\nThough Wall Street's price targets can often be taken with a grain of salt, these are likely on point.\n\nIt's a great time to be an investor. In the close to 17 months since the widely followed S&P 500 bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.\nHowever, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.\nModerna: Implied downside of 53%\nFirst up is skyrocketing biotech stock Moderna, Inc., which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.\nAs you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the Pfizer/BioNTech vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.\nThe rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.\nUltimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.\nHowever, the issue with Moderna's valuation is twofold. First, competition for COVID-19 vaccinations is increasing, not decreasing. Novavax is a good bet to receive EUA within the coming months, and Johnson & Johnson shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.\nThe other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.\nDillard's: Implied downside of 55%\nThe next high-flying stock might come as a bit of a surprise... department store chain Dillard's. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.\nIf you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.\nDillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.\nIt's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.\nDespite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.\nThough Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.\nAMC Entertainment: Implied downside of 84%\nSporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock AMC Entertainment. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.\nAMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.\nToday, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.\nThe problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.\nThe balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.\nThe icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with AT&T Inc's Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.\nIt may take longer than 12 months, but AMC does look to beheaded back to its February low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830396417,"gmtCreate":1629008139739,"gmtModify":1676529910133,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Let’s all meet at the moon!","listText":"Let’s all meet at the moon!","text":"Let’s all meet at the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830396417","repostId":"2159211727","repostType":4,"repost":{"id":"2159211727","kind":"highlight","pubTimestamp":1628988031,"share":"https://ttm.financial/m/news/2159211727?lang=&edition=fundamental","pubTime":"2021-08-15 08:40","market":"us","language":"en","title":"2 Robinhood Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2159211727","media":"Motley Fool","summary":"These popular stocks could deliver big wins for your portfolio if you hold them for the long term.","content":"<p><b>Robinhood Markets</b> (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging in short-term trading, risky options plays, and volatile meme stock candidates including <b>AMC Entertainment Holdings</b> and <b>GameStop</b>, but they are also heavily invested in some more traditional, blue-chip names.</p>\n<p>Retail investors have emerged as a powerful force in today's stock market, and some companies favored by Robinhood investors will likely go on to deliver fantastic performance. With that in mind, read on for a look at two popular stocks on the platform that could make you richer in August and beyond.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e077c67492fd018ea6e07625352ded57\" tg-width=\"700\" tg-height=\"388\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<h2>1. Amazon</h2>\n<p>Shares of <b>Amazon</b> (NASDAQ:AMZN) have lost some ground after the company's second-quarter results arrived with revenue that fell short of the market's expectations and guidance for weaker-than-expected growth. While the company's sales performance and near-term guidance fell short of analyst estimates, long-term investors shouldn't be too concerned with these relatively small misses.</p>\n<p>The company's profit in the second quarter came in well ahead of the market's expectations, and the recent pullback in the stock presents an opportunity to build a position in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's best-run and most-influential companies.</p>\n<p>Amazon ranked as the ninth most-held stock among Robinhood investors at the beginning of August, and it's not hard to see why. The tech giant has built incredible category-leading businesses across multiple industries, and it's also able to leverage strengths between sectors to create synergies that make the overall company stronger.</p>\n<p>For example, Amazon's market-leading e-commerce business has helped it expand into the subscription-services market, and its subscription services also help keep users engaged in its online retail ecosystem. The company's dominant position in e-commerce also means that its platform is one of the most valuable online advertising hubs, and the company is rapidly building a powerful digital advertising business that should help power growth through the next decade and beyond.</p>\n<p>The company's Echo hardware and Alexa voice-based operating system also feed into the company's online retail and digital advertising operations. Amazon Web Services stands as a market leader in the cloud infrastructure space, and it provides a variety of computing and data analytics tools to other company projects in addition to serving up strong margins and sales growth in its own right.</p>\n<p>Amazon has been an innovative and forward-thinking company, and it's likely that it will continue to successfully expand into new categories that also strengthen its existing businesses. Few companies look better positioned for long-term success.</p>\n<h2>2. Palantir Technologies</h2>\n<p>More so than ever before, gathering and analyzing data is central to success for public and private institutions. <b>Palantir Technologies</b> (NYSE:PLTR) specializes in big data analytics and is emerging as an early favorite for large public and private organizations. And its stock stands out as a top candidate for risk-tolerant investors looking to benefit from new evolutions in the Information Age.</p>\n<p>The next decade will see an explosion of new connected devices and communications services. The Internet of Things will bring a wide range of new tech hardware online, and sensor technology will expand the range of objects that generate data. Virtual machines communicating with one another online will further power the ongoing data boom, and this surge of new information will create a flood of valuable new information to sort through and analyze.</p>\n<p>Palantir's Foundry software platform helps manage data and predict outcomes with data analytics and artificial intelligence. Thus far, the company has demonstrated an impressive ability to deliver solutions that are ahead of the curve, and it's continued to provide users with consistent updates and upgrades that have boosted the value of its software. These initiatives are helping the company bring new customers on board and get existing customers to increase their spending through the platform.</p>\n<p>Palantir is already finding success with its land-and-expand business model, but it's important to keep in mind just how much room for expansion is still there. While data analytics has already played a big role in shaping the direction of the 21st century, this is still a young science and industry, and it will likely only become increasingly influential. Whether its governance on the national, state, or local level or mapping out crucial next moves for a small or large business, data analytics will play a big role in separating the winners from the losers in both the public and private sectors.</p>\n<p>The company ranks as the 23rd most-held stock among Robinhood users, but it stands out for other reasons too. Palantir is a disruptive first mover operating in an industry that has a huge runway for growth over the long term. I think that investors who take a buy-and-hold approach could go on to see very strong returns from the stock.</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>2 Robinhood Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Robinhood Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robinhood Markets (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159211727","content_text":"Robinhood Markets (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging in short-term trading, risky options plays, and volatile meme stock candidates including AMC Entertainment Holdings and GameStop, but they are also heavily invested in some more traditional, blue-chip names.\nRetail investors have emerged as a powerful force in today's stock market, and some companies favored by Robinhood investors will likely go on to deliver fantastic performance. With that in mind, read on for a look at two popular stocks on the platform that could make you richer in August and beyond.\nImage source: Getty Images\n1. Amazon\nShares of Amazon (NASDAQ:AMZN) have lost some ground after the company's second-quarter results arrived with revenue that fell short of the market's expectations and guidance for weaker-than-expected growth. While the company's sales performance and near-term guidance fell short of analyst estimates, long-term investors shouldn't be too concerned with these relatively small misses.\nThe company's profit in the second quarter came in well ahead of the market's expectations, and the recent pullback in the stock presents an opportunity to build a position in one of the world's best-run and most-influential companies.\nAmazon ranked as the ninth most-held stock among Robinhood investors at the beginning of August, and it's not hard to see why. The tech giant has built incredible category-leading businesses across multiple industries, and it's also able to leverage strengths between sectors to create synergies that make the overall company stronger.\nFor example, Amazon's market-leading e-commerce business has helped it expand into the subscription-services market, and its subscription services also help keep users engaged in its online retail ecosystem. The company's dominant position in e-commerce also means that its platform is one of the most valuable online advertising hubs, and the company is rapidly building a powerful digital advertising business that should help power growth through the next decade and beyond.\nThe company's Echo hardware and Alexa voice-based operating system also feed into the company's online retail and digital advertising operations. Amazon Web Services stands as a market leader in the cloud infrastructure space, and it provides a variety of computing and data analytics tools to other company projects in addition to serving up strong margins and sales growth in its own right.\nAmazon has been an innovative and forward-thinking company, and it's likely that it will continue to successfully expand into new categories that also strengthen its existing businesses. Few companies look better positioned for long-term success.\n2. Palantir Technologies\nMore so than ever before, gathering and analyzing data is central to success for public and private institutions. Palantir Technologies (NYSE:PLTR) specializes in big data analytics and is emerging as an early favorite for large public and private organizations. And its stock stands out as a top candidate for risk-tolerant investors looking to benefit from new evolutions in the Information Age.\nThe next decade will see an explosion of new connected devices and communications services. The Internet of Things will bring a wide range of new tech hardware online, and sensor technology will expand the range of objects that generate data. Virtual machines communicating with one another online will further power the ongoing data boom, and this surge of new information will create a flood of valuable new information to sort through and analyze.\nPalantir's Foundry software platform helps manage data and predict outcomes with data analytics and artificial intelligence. Thus far, the company has demonstrated an impressive ability to deliver solutions that are ahead of the curve, and it's continued to provide users with consistent updates and upgrades that have boosted the value of its software. These initiatives are helping the company bring new customers on board and get existing customers to increase their spending through the platform.\nPalantir is already finding success with its land-and-expand business model, but it's important to keep in mind just how much room for expansion is still there. While data analytics has already played a big role in shaping the direction of the 21st century, this is still a young science and industry, and it will likely only become increasingly influential. Whether its governance on the national, state, or local level or mapping out crucial next moves for a small or large business, data analytics will play a big role in separating the winners from the losers in both the public and private sectors.\nThe company ranks as the 23rd most-held stock among Robinhood users, but it stands out for other reasons too. Palantir is a disruptive first mover operating in an industry that has a huge runway for growth over the long term. I think that investors who take a buy-and-hold approach could go on to see very strong returns from the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":811792486,"gmtCreate":1630344025845,"gmtModify":1676530276640,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>not only USA, cud have franchising at S.E.A","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>not only USA, cud have franchising at S.E.A","text":"$AMC Entertainment(AMC)$not only USA, cud have franchising at S.E.A","images":[{"img":"https://static.tigerbbs.com/4f342494cb2e81047f9a38485409e346","width":"4032","height":"2268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/811792486","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576928267169380","authorId":"3576928267169380","name":"homosapien","avatar":"https://static.tigerbbs.com/58b52c9540881c11f284c6fe7a066ac6","crmLevel":2,"crmLevelSwitch":1,"idStr":"3576928267169380","authorIdStr":"3576928267169380"},"content":"is it real, location?","text":"is it real, location?","html":"is it real, location?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":899295081,"gmtCreate":1628190957543,"gmtModify":1703502835581,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Won’t cut, justsit n wait ? is launching. APES!!! HODL","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Won’t cut, justsit n wait ? is launching. APES!!! HODL","text":"$AMC Entertainment(AMC)$ Won’t cut, justsit n wait ? is launching. APES!!! HODL","images":[{"img":"https://static.tigerbbs.com/2e1f147728e88af05f57867d38a6e428","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899295081","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":175800257,"gmtCreate":1627017861379,"gmtModify":1703482543350,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>tgif","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>tgif","text":"$Apple(AAPL)$tgif","images":[{"img":"https://static.tigerbbs.com/c56deeb060aacd9400fddc51c6b0b973","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/175800257","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811796231,"gmtCreate":1630343814723,"gmtModify":1676530276605,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy in 155,157,159,161,163 support support support!!!","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy in 155,157,159,161,163 support support support!!!","text":"$Alibaba(BABA)$Buy in 155,157,159,161,163 support support support!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811796231","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896297297,"gmtCreate":1628583594019,"gmtModify":1703508540390,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Yeah!!!! Love that launch!","listText":"Yeah!!!! Love that launch!","text":"Yeah!!!! Love that launch!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896297297","repostId":"1116005404","repostType":4,"repost":{"id":"1116005404","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":1628582673,"share":"https://ttm.financial/m/news/1116005404?lang=&edition=fundamental","pubTime":"2021-08-10 16:04","market":"us","language":"en","title":"AMC shares rose 7% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1116005404","media":"Tiger Newspress","summary":"AMC shares rose 7% in premarket trading.\nAMC Entertainment reported a narrower than expected loss fo","content":"<p>AMC&nbsp;shares rose 7% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/692b6fc550595ea189d7b6697732bdac\" tg-width=\"854\" tg-height=\"608\" referrerpolicy=\"no-referrer\">AMC Entertainment&nbsp;reported&nbsp;a narrower than expected loss for the second quarter while revenue topped estimates.</p>\n<p>AMC&nbsp;will begin accepting apex cryptocurrency&nbsp;<b>Bitcoin</b>&nbsp;as payment for move tickets and concessions by the end of this&nbsp;year.</p>\n<p>“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO&nbsp;<b>Adam Aron</b>&nbsp;said on&nbsp;the Q2 earnings call on Monday.</p>\n<p>Aron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”</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>AMC shares rose 7% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nAMC shares rose 7% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMC&nbsp;shares rose 7% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/692b6fc550595ea189d7b6697732bdac\" tg-width=\"854\" tg-height=\"608\" referrerpolicy=\"no-referrer\">AMC Entertainment&nbsp;reported&nbsp;a narrower than expected loss for the second quarter while revenue topped estimates.</p>\n<p>AMC&nbsp;will begin accepting apex cryptocurrency&nbsp;<b>Bitcoin</b>&nbsp;as payment for move tickets and concessions by the end of this&nbsp;year.</p>\n<p>“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO&nbsp;<b>Adam Aron</b>&nbsp;said on&nbsp;the Q2 earnings call on Monday.</p>\n<p>Aron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116005404","content_text":"AMC shares rose 7% in premarket trading.\nAMC Entertainment reported a narrower than expected loss for the second quarter while revenue topped estimates.\nAMC will begin accepting apex cryptocurrency Bitcoin as payment for move tickets and concessions by the end of this year.\n“By year end, we will have the information technology system in place to accept Bitcoin as payment for movie tickets and concessions if purchased online at all of our U.S. theatres,” AMC Entertainment CEO Adam Aron said on the Q2 earnings call on Monday.\nAron added that AMC Entertainment is in the preliminary stages of exploring how else the company can participate in the new “burgeoning cryptocurrency universe.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889896455,"gmtCreate":1631133109277,"gmtModify":1676530474913,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Options Options Diso Disco….. ??&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Options Options Diso Disco….. ??&nbsp;","text":"$AMC 20210924 30.0 PUT(AMC)$Options Options Diso Disco….. ??","images":[{"img":"https://static.tigerbbs.com/5ea541d44eddad6e6c45bd006f5762b3","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/889896455","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899230657,"gmtCreate":1628192877879,"gmtModify":1703502839952,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"For the greener generations! ♻️&nbsp;","listText":"For the greener generations! ♻️&nbsp;","text":"For the greener generations! ♻️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899230657","repostId":"1173170520","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880548664,"gmtCreate":1631067611558,"gmtModify":1676530458163,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Woops GoGoGo!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC 20210924 30.0 PUT(AMC)$</a>Woops GoGoGo!","text":"$AMC 20210924 30.0 PUT(AMC)$Woops GoGoGo!","images":[{"img":"https://static.tigerbbs.com/19fbd3e0d408ec5efa7e6b6fb86e252c","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880548664","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899679790,"gmtCreate":1628183139210,"gmtModify":1703502798935,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"This is the direction ? and see the rest from the ?moon.","listText":"This is the direction ? and see the rest from the ?moon.","text":"This is the direction ? and see the rest from the ?moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899679790","repostId":"1158295123","repostType":4,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147577130,"gmtCreate":1626369379820,"gmtModify":1703758898610,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"But the resistance is not met yet…","listText":"But the resistance is not met yet…","text":"But the resistance is not met yet…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147577130","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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"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":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816442866,"gmtCreate":1630521483955,"gmtModify":1676530328820,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>F}}#%%^^kin HLOD em!!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>F}}#%%^^kin HLOD em!!","text":"$AMC Entertainment(AMC)$F}}#%%^^kin HLOD em!!","images":[{"img":"https://static.tigerbbs.com/2386338e464cfe67623b191d7be5a5e0","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/816442866","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151952858,"gmtCreate":1625062322374,"gmtModify":1703735197364,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Foolishly blinded","listText":"Foolishly blinded","text":"Foolishly blinded","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151952858","repostId":"1126887543","repostType":4,"repost":{"id":"1126887543","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":1625061416,"share":"https://ttm.financial/m/news/1126887543?lang=&edition=fundamental","pubTime":"2021-06-30 21:56","market":"us","language":"en","title":"Meme stocks are mixed","url":"https://stock-news.laohu8.com/highlight/detail?id=1126887543","media":"Tiger Newspress","summary":"Marin Software tumbled 28% while Bed Bath & Beyond Popped 20%.","content":"<p>Marin Software tumbled 28% while Bed Bath &amp; Beyond Popped 20%.</p>\n<p><img src=\"https://static.tigerbbs.com/d53cdd2f88bdcea19bb1b9a2a8aecca2\" tg-width=\"352\" tg-height=\"717\" 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>Meme stocks are mixed</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\">\nMeme stocks are mixed\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\">2021-06-30 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Marin Software tumbled 28% while Bed Bath &amp; Beyond Popped 20%.</p>\n<p><img src=\"https://static.tigerbbs.com/d53cdd2f88bdcea19bb1b9a2a8aecca2\" tg-width=\"352\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","SOFI":"SoFi Technologies Inc.","BBBY":"3B家居","MRIN":"Marin Software Inc.","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126887543","content_text":"Marin Software tumbled 28% while Bed Bath & Beyond Popped 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150112690,"gmtCreate":1624889526010,"gmtModify":1703847188862,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Rocket?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Rocket?","text":"$AMC Entertainment(AMC)$Rocket?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150112690","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143903281,"gmtCreate":1625754163843,"gmtModify":1703747938628,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Do not sell…. We repeat together again!","listText":"Do not sell…. We repeat together again!","text":"Do not sell…. We repeat together again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143903281","repostId":"1168518405","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150287202,"gmtCreate":1624909958606,"gmtModify":1703847638309,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"0-1 maintain…..???","listText":"0-1 maintain…..???","text":"0-1 maintain…..???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150287202","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150810709,"gmtCreate":1624892348301,"gmtModify":1703847329223,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Oh Me-Me-Me-Me-MeMeMe…..&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>????????. I will never let you down.","listText":"Oh Me-Me-Me-Me-MeMeMe…..&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>????????. I will never let you down.","text":"Oh Me-Me-Me-Me-MeMeMe….. $AMC Entertainment(AMC)$$GameStop(GME)$????????. I will never let you down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150810709","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818534029,"gmtCreate":1630418597261,"gmtModify":1676530298546,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Just support!","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Just support!","text":"$Support.com(SPRT)$Just support!","images":[{"img":"https://static.tigerbbs.com/fc436137a2eacdf07a0eb79fb64d23b8","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818534029","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811259046,"gmtCreate":1630328850685,"gmtModify":1676530270117,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>we had this in my hood!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>we had this in my hood!","text":"$AMC Entertainment(AMC)$we had this in my hood!","images":[{"img":"https://static.tigerbbs.com/8b31f19a95649ee15b0a8d57101ccea4","width":"3355","height":"684"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811259046","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831695110,"gmtCreate":1629308982830,"gmtModify":1676529999475,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"10 par enuff? ?","listText":"10 par enuff? ?","text":"10 par enuff? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831695110","repostId":"1171001359","repostType":4,"repost":{"id":"1171001359","kind":"news","pubTimestamp":1629296316,"share":"https://ttm.financial/m/news/1171001359?lang=&edition=fundamental","pubTime":"2021-08-18 22:18","market":"us","language":"en","title":"Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1171001359","media":"zerohedge","summary":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone wa","content":"<p><i><b>(Update: August 18, 2021 at 10:59 a.m. ET)</b></i></p>\n<blockquote>\n Palantir jumped over 5% in morning trading.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c6c19f9313f0357f7f3c8110913c6115\" tg-width=\"1578\" tg-height=\"715\" width=\"100%\" height=\"auto\"></p>\n<p>Anyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a&nbsp;market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.</p>\n<p>The software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week that<b>it stockpiled $50.7 million in gold bars earlier this month.</b>The filing also said it<b>acquired technology startups, blank-check companies, and even cryptocurrencies.</b></p>\n<p>Palantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).</p>\n<p>Shyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:<b>\"you have to be prepared for a future with more black swan events.\"</b></p>\n<p>Palantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.</p>\n<blockquote>\n <b>\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"</b>Palantir wrote.\n</blockquote>\n<p>None of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.</p>\n<p>Palantir co-founder Joe Lonsdale was quoted not too long ago, saying,<i><b>&nbsp;\"idiots are running the Fed.\"</b></i>Lonsdale was referencing the unconventional monetary policy that has helped balloon&nbsp;the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.</p>\n<p>What is remarkable is that<b>foreign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt</b>(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):</p>\n<p><img src=\"https://static.tigerbbs.com/c1ddac8aa20be7a0cf3dcfe13587a3fa\" tg-width=\"543\" tg-height=\"464\" referrerpolicy=\"no-referrer\">Palantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...</p>\n<p><img src=\"https://static.tigerbbs.com/cf3b4e6ae10385fc98caf63d675bf4c9\" tg-width=\"991\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Mike Krieger of Liberty Blitzkrieg&nbsp;tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:<i><b>\"When the spooks tell you a false flag is coming, a false flag is coming.\"</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/f2af9b00c2c37ebd743bff641e58c3aa\" tg-width=\"513\" tg-height=\"491\" referrerpolicy=\"no-referrer\">Palantir is not alone asSchiffGoldnotes that<b>Chinese gold demand rebounded sharply in the first half of 2021</b>after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.</p>\n<p>Demand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.<b>Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.</b></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>Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"</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\">\nPalantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171001359","content_text":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.\nThe software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week thatit stockpiled $50.7 million in gold bars earlier this month.The filing also said itacquired technology startups, blank-check companies, and even cryptocurrencies.\nPalantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).\nShyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:\"you have to be prepared for a future with more black swan events.\"\nPalantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.\n\n\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"Palantir wrote.\n\nNone of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.\nPalantir co-founder Joe Lonsdale was quoted not too long ago, saying, \"idiots are running the Fed.\"Lonsdale was referencing the unconventional monetary policy that has helped balloon the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.\nWhat is remarkable is thatforeign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):\nPalantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...\nMike Krieger of Liberty Blitzkrieg tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:\"When the spooks tell you a false flag is coming, a false flag is coming.\"\nPalantir is not alone asSchiffGoldnotes thatChinese gold demand rebounded sharply in the first half of 2021after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.\nDemand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833356282,"gmtCreate":1629207633246,"gmtModify":1676529966023,"author":{"id":"4087900337749310","authorId":"4087900337749310","name":"Ryanlah","avatar":"https://static.tigerbbs.com/f705250fa39c7ed493cd83d018249e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087900337749310","authorIdStr":"4087900337749310"},"themes":[],"htmlText":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","listText":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","text":"Opens lower and close at high, ain’t that obvious…. In order to go up, it has to come down first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833356282","repostId":"1146168029","repostType":4,"repost":{"id":"1146168029","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":1629206834,"share":"https://ttm.financial/m/news/1146168029?lang=&edition=fundamental","pubTime":"2021-08-17 21:27","market":"us","language":"en","title":"Stocks open lower after larger-than-expected drop in retail sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1146168029","media":"Tiger Newspress","summary":"(Aug 17) Stocks open lower after larger-than-expected drop in retail sales.\nDow industrials fall 291","content":"<p>(Aug 17)&nbsp;Stocks open lower after larger-than-expected drop in retail sales.</p>\n<p>Dow industrials fall 291 points, or 0.8%. S&amp;P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.</p>\n<p>China tech stocks slump&nbsp;as&nbsp;China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p><img src=\"https://static.tigerbbs.com/792e1772879dc34b07a1aad8629d5ca1\" tg-width=\"375\" tg-height=\"853\" width=\"100%\" height=\"auto\">Dow member Home Depot fell more than 4%&nbsp;after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6e4c94ff0a55a39c655244dde44c44ae\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\n<p>Walmart shares gained&nbsp;0.27% after&nbsp;second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.</p>\n<p><img src=\"https://static.tigerbbs.com/cc921ddb3f633aa1f233242ac43da84c\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></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>Stocks open lower after larger-than-expected drop in retail sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open lower after larger-than-expected drop in retail sales\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\">2021-08-17 21:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 17)&nbsp;Stocks open lower after larger-than-expected drop in retail sales.</p>\n<p>Dow industrials fall 291 points, or 0.8%. S&amp;P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.</p>\n<p>China tech stocks slump&nbsp;as&nbsp;China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p><img src=\"https://static.tigerbbs.com/792e1772879dc34b07a1aad8629d5ca1\" tg-width=\"375\" tg-height=\"853\" width=\"100%\" height=\"auto\">Dow member Home Depot fell more than 4%&nbsp;after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6e4c94ff0a55a39c655244dde44c44ae\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\n<p>Walmart shares gained&nbsp;0.27% after&nbsp;second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.</p>\n<p><img src=\"https://static.tigerbbs.com/cc921ddb3f633aa1f233242ac43da84c\" tg-width=\"1129\" tg-height=\"653\" width=\"100%\" height=\"auto\"></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146168029","content_text":"(Aug 17) Stocks open lower after larger-than-expected drop in retail sales.\nDow industrials fall 291 points, or 0.8%. S&P 500 drops 0.7% to 4,448.21. Nasdaq Composite down 0.9% at 14,650.41.\nChina tech stocks slump as China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nDow member Home Depot fell more than 4% after reporting second-quarter results, knocking futures. While quarterly earnings topped estimates, same-store sales rose 4.5% in the period, below the 5% consensus estimate of analysts polled by StreetAccount. U.S. same store sales increased by just 3.4%.\n\nWalmart shares gained 0.27% after second-quarter earnings topped estimates. The retailer issued cautious guidance; the company said it will earn between $1.30 and $1.40 a share this quarter while the consensus analyst estimate is $1.32, according to StreetAccount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}