Benzmercz personal page - To The Moon

Benzmercz

Benzmercz

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2021-07-14

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[Cry]","images":[{"img":"https://static.tigerbbs.com/0e4fffbd4e48a18c11245ebb33e4f485","width":"1125","height":"2711"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813890331","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":145165980,"gmtCreate":1626200974840,"gmtModify":1703755426252,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Oh yea","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Oh yea","text":"$Apple(AAPL)$Oh yea","images":[{"img":"https://static.tigerbbs.com/2be3ddd1c21575d59259d09d2328321f","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/145165980","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157048124,"gmtCreate":1625557757668,"gmtModify":1703743635988,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157048124","repostId":"2149033827","repostType":4,"repost":{"id":"2149033827","pubTimestamp":1625542083,"share":"https://ttm.financial/m/news/2149033827?lang=&edition=fundamental","pubTime":"2021-07-06 11:28","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2149033827","media":"Motley Fool","summary":"This mix of growth and value stocks can make investors a boatload of money.","content":"<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has delivered an average annual total return of more than 11% since the beginning of 1980.</p>\n<p>Patience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.<img src=\"https://static.tigerbbs.com/eb8db31ebee93b248d65ac685c65dbac\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If growth stocks tickle your fancy, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider <b>salesforce.com</b> (NYSE:CRM).</p>\n<p>CRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.</p>\n<p>Salesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it <i>is</i> more than the four closest competitors, combined.</p>\n<p>In addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.</p>\n<p>The newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.</p>\n<p>This combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.</p>\n<p><img src=\"https://static.tigerbbs.com/37d129c37c1dfcde03e04fddc2f9a834\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>SSR Mining</h2>\n<p>Don't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner <b>SSR Mining</b> (NASDAQ:SSRM).</p>\n<p>Roughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.</p>\n<p>Last year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.</p>\n<p>Here's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.</p>\n<p>In addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.</p>\n<p>Just how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.</p>\n<p><img src=\"https://static.tigerbbs.com/de67cc325c8403c33a12cc0935dcf46f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A third company that can make investors richer in the second half of 2021 is marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF).</p>\n<p>There's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data.</p>\n<p>What makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.</p>\n<p>How's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.</p>\n<p>In May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.</p>\n<p>With its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.</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>3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)</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 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","CRM":"赛富时","SSRM":"SSR Mining Inc"},"source_url":"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149033827","content_text":"If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has delivered an average annual total return of more than 11% since the beginning of 1980.\nPatience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.\nImage source: Getty Images.\nSalesforce\nIf growth stocks tickle your fancy, one of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider salesforce.com (NYSE:CRM).\nCRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.\nSalesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it is more than the four closest competitors, combined.\nIn addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.\nThe newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform Slack Technologies. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.\nThis combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.\n\nImage source: Getty Images.\nSSR Mining\nDon't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner SSR Mining (NASDAQ:SSRM).\nRoughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.\nLast year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.\nHere's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.\nIn addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.\nJust how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.\n\nImage source: Getty Images.\nTrulieve Cannabis\nA third company that can make investors richer in the second half of 2021 is marijuana stock Trulieve Cannabis (OTC:TCNNF).\nThere's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per New Frontier Data.\nWhat makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.\nHow's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.\nIn May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO Harvest Health & Recreation (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.\nWith its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806688208,"gmtCreate":1627653613204,"gmtModify":1703494193056,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Miser]&nbsp;[Miser]&nbsp;","text":"$Apple(AAPL)$[Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/c70cddbd4382015f70a2aaf535297ddc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806688208","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152255483,"gmtCreate":1625301322542,"gmtModify":1703740228202,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152255483","repostId":"1192257130","repostType":4,"repost":{"id":"1192257130","pubTimestamp":1625278632,"share":"https://ttm.financial/m/news/1192257130?lang=&edition=fundamental","pubTime":"2021-07-03 10:17","market":"us","language":"en","title":"Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1192257130","media":"Bloomberg","summary":" -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home ","content":"<p>(Bloomberg) -- Surveying the recent stretch of records for the S&amp;P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.</p>\n<p>But look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.</p>\n<p>Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.</p>\n<p>There are even indications that the S&amp;P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.</p>\n<p>“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”</p>\n<p>The S&amp;P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.</p>\n<p><img src=\"https://static.tigerbbs.com/f039ef9e06046454c646c0ac01b0ddcc\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>The contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.</p>\n<p>Exchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).</p>\n<p>Professional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.</p>\n<p>While the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.</p>\n<p>To Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.</p>\n<p>“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”</p>\n<p><img src=\"https://static.tigerbbs.com/a8b3bd8c8db283967ba952ee7f5317b6\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>Investors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.</p>\n<p>Meanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.</p>\n<p>The reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.</p>\n<p>“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market</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\">\nRecord S&P 500 Masks a Fear Trade That’s Gripping Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192257130","content_text":"(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.\nBut look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.\nInvestors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.\nThere are even indications that the S&P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.\n“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”\nThe S&P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.\n\nThe contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.\nExchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).\nProfessional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.\nWhile the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.\nTo Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.\n“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”\n\nInvestors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.\nMeanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.\nThe reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.\n“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812509354,"gmtCreate":1630592791278,"gmtModify":1676530351051,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"<a 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[What]","images":[{"img":"https://static.tigerbbs.com/0d4f539ee2e7f670eae9b73d413e3876","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891162253","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802890151,"gmtCreate":1627744907373,"gmtModify":1703495418886,"author":{"id":"4088100824950810","authorId":"4088100824950810","name":"Benzmercz","avatar":"https://static.tigerbbs.com/4b6c365d21035293f6b52d5c35e3193f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088100824950810","authorIdStr":"4088100824950810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>??","listText":"<a 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