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2022-07-27

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2022-06-10

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2022-07-01

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The S&P 500 Had Its Worst First Half Since 1970. What Comes Next

2022-06-15

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US STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap

2022-06-15

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SGX "Improves" As SDAV up By 18% in May: RHB

2022-06-15

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2022-07-27

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2022-02-06

What are your thoughts on the recent market ?

2022-02-06

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@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-07-06

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2022-06-27

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Stocks Pace Towards Worst Start since 1970: What to Know This Week

2022-06-18

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U.S. Stocks Mixed in Morning Trading; Nasdaq Soared Nearly 1%, S&P 500 Stayed Flat While Dow Jones Turned Down

02-19

Worth trying and not letting age and technology get in my way

2022-07-27

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2022-07-01

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Citi Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks

2022-06-21

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Tesla: Battery May Create A Winner-Take-All Situation

2022-06-17

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2022-06-15

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@程俊Dream:The Fed will make a big move this week ,How will gold and oil change?

2022-06-15

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A Shrewd Contrarian Strategy Is to Buy When the Stock Market Drops 20%

2022-06-15

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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909266149","repostId":"1175290008","repostType":4,"repost":{"id":"1175290008","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658875794,"share":"https://ttm.financial/m/news/1175290008?lang=&edition=fundamental","pubTime":"2022-07-27 06:49","market":"us","language":"en","title":"Chipotle Beats Wall Street Estimates for Quarterly Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1175290008","media":"Reuters","summary":"July 26 (Reuters) - Chipotle Mexican Grill Inc on Tuesday beat Wall Street estimates for quarterly p","content":"<html><head></head><body><p>July 26 (Reuters) - Chipotle Mexican Grill Inc on Tuesday beat Wall Street estimates for quarterly profits, as multiple rounds of price hikes helped the burrito chain cushion the blow from soaring costs.</p><p>Shares of the California-based company jumped more than 8% in extended trading as it also said restaurant margins improved to 25.2% in the second quarter from 24.5% a year earlier.</p><p><img src=\"https://static.tigerbbs.com/91f9e0c94abe3e0c6958c8eab99ad4c3\" tg-width=\"856\" tg-height=\"624\" width=\"100%\" height=\"auto\"/></p><p>With higher costs biting into profits in the restaurant industry, Chipotle, like peers McDonald&#39;s Corp(MCD.N)and Starbucks Corp(SBUX.O), has hiked prices several times over the past few months.</p><p>&#34;Our pricing power is strong and the brand is resilient,&#34; Chief Executive Officer Brian Niccol said during a call with investors.</p><p>Low-income customers are not ordering as often, Niccol said, citing data from the chain&#39;s rewards program. But the majority of Chipotle&#39;s customers are higher income consumers who actually increased their frequency, he said.</p><p>Earlier, Walmart Inc and McDonald&#39;s warned that low-income consumers had stopped splurging on more expensive items.</p><p>Chipotle has been launching new menu items such as the limited-time Mexican chicken dish pollo asado in a bid to boost demand. The company has also been doubling down on its digital business through its order-ahead drive-thru &#34;Chipotlanes&#34;.</p><p>While Chipotle&#39;s menu prices rose over 4% in the quarter, that was outpaced by higher costs for avocados, tortillas, dairy and beef.</p><p>To shave costs, the company has been looking to automate its kitchen operations and is even testing a robot called &#34;Chippy&#34; to help cook tortilla chips.</p><p>The price hikes helped Chipotle&#39;s net income jump to $259.9 million, or $9.25 per share, in the second quarter ended June 30, from $188 million, or $6.60 per share, a year earlier.</p><p>Excluding items, Chipotle earned $9.30 per share, topping estimates of $9.04, according to Refinitiv IBES.</p><p>It expects same-store sales to rise in the mid- to high-single digits in the third quarter, while analysts on average predict a 7.1% gain.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nChipotle Beats Wall Street Estimates for Quarterly Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 26 (Reuters) - Chipotle Mexican Grill Inc on Tuesday beat Wall Street estimates for quarterly profits, as multiple rounds of price hikes helped the burrito chain cushion the blow from soaring costs.</p><p>Shares of the California-based company jumped more than 8% in extended trading as it also said restaurant margins improved to 25.2% in the second quarter from 24.5% a year earlier.</p><p><img src=\"https://static.tigerbbs.com/91f9e0c94abe3e0c6958c8eab99ad4c3\" tg-width=\"856\" tg-height=\"624\" width=\"100%\" height=\"auto\"/></p><p>With higher costs biting into profits in the restaurant industry, Chipotle, like peers McDonald&#39;s Corp(MCD.N)and Starbucks Corp(SBUX.O), has hiked prices several times over the past few months.</p><p>&#34;Our pricing power is strong and the brand is resilient,&#34; Chief Executive Officer Brian Niccol said during a call with investors.</p><p>Low-income customers are not ordering as often, Niccol said, citing data from the chain&#39;s rewards program. But the majority of Chipotle&#39;s customers are higher income consumers who actually increased their frequency, he said.</p><p>Earlier, Walmart Inc and McDonald&#39;s warned that low-income consumers had stopped splurging on more expensive items.</p><p>Chipotle has been launching new menu items such as the limited-time Mexican chicken dish pollo asado in a bid to boost demand. The company has also been doubling down on its digital business through its order-ahead drive-thru &#34;Chipotlanes&#34;.</p><p>While Chipotle&#39;s menu prices rose over 4% in the quarter, that was outpaced by higher costs for avocados, tortillas, dairy and beef.</p><p>To shave costs, the company has been looking to automate its kitchen operations and is even testing a robot called &#34;Chippy&#34; to help cook tortilla chips.</p><p>The price hikes helped Chipotle&#39;s net income jump to $259.9 million, or $9.25 per share, in the second quarter ended June 30, from $188 million, or $6.60 per share, a year earlier.</p><p>Excluding items, Chipotle earned $9.30 per share, topping estimates of $9.04, according to Refinitiv IBES.</p><p>It expects same-store sales to rise in the mid- to high-single digits in the third quarter, while analysts on average predict a 7.1% gain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175290008","content_text":"July 26 (Reuters) - Chipotle Mexican Grill Inc on Tuesday beat Wall Street estimates for quarterly profits, as multiple rounds of price hikes helped the burrito chain cushion the blow from soaring costs.Shares of the California-based company jumped more than 8% in extended trading as it also said restaurant margins improved to 25.2% in the second quarter from 24.5% a year earlier.With higher costs biting into profits in the restaurant industry, Chipotle, like peers McDonald's Corp(MCD.N)and Starbucks Corp(SBUX.O), has hiked prices several times over the past few months.\"Our pricing power is strong and the brand is resilient,\" Chief Executive Officer Brian Niccol said during a call with investors.Low-income customers are not ordering as often, Niccol said, citing data from the chain's rewards program. But the majority of Chipotle's customers are higher income consumers who actually increased their frequency, he said.Earlier, Walmart Inc and McDonald's warned that low-income consumers had stopped splurging on more expensive items.Chipotle has been launching new menu items such as the limited-time Mexican chicken dish pollo asado in a bid to boost demand. The company has also been doubling down on its digital business through its order-ahead drive-thru \"Chipotlanes\".While Chipotle's menu prices rose over 4% in the quarter, that was outpaced by higher costs for avocados, tortillas, dairy and beef.To shave costs, the company has been looking to automate its kitchen operations and is even testing a robot called \"Chippy\" to help cook tortilla chips.The price hikes helped Chipotle's net income jump to $259.9 million, or $9.25 per share, in the second quarter ended June 30, from $188 million, or $6.60 per share, a year earlier.Excluding items, Chipotle earned $9.30 per share, topping estimates of $9.04, according to Refinitiv IBES.It expects same-store sales to rise in the mid- to high-single digits in the third quarter, while analysts on average predict a 7.1% gain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909266990,"gmtCreate":1658881153110,"gmtModify":1676536222094,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909266990","repostId":"2254687486","repostType":4,"repost":{"id":"2254687486","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658876802,"share":"https://ttm.financial/m/news/2254687486?lang=&edition=fundamental","pubTime":"2022-07-27 07:06","market":"us","language":"en","title":"Credit Suisse Expected to Announce Koerner As CEO, Replacing Gottstein -Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2254687486","media":"Reuters","summary":"NEW YORK, July 26 (Reuters) - Credit Suisse Group AG is expected to announce Ulrich Koerner as its n","content":"<html><head></head><body><p>NEW YORK, July 26 (Reuters) - Credit Suisse Group AG is expected to announce Ulrich Koerner as its new chief executive officer, replacing Thomas Gottstein, two sources familiar with the situation said on Tuesday.</p><p>Pressure has been mounting on Gottstein for months over major scandals and losses racked up during his two-year tenure that have hammered shares and angered investors.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Expected to Announce Koerner As CEO, Replacing Gottstein -Sources</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; 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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\">\nCredit Suisse Expected to Announce Koerner As CEO, Replacing Gottstein -Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, July 26 (Reuters) - Credit Suisse Group AG is expected to announce Ulrich Koerner as its new chief executive officer, replacing Thomas Gottstein, two sources familiar with the situation said on Tuesday.</p><p>Pressure has been mounting on Gottstein for months over major scandals and losses racked up during his two-year tenure that have hammered shares and angered investors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254687486","content_text":"NEW YORK, July 26 (Reuters) - Credit Suisse Group AG is expected to announce Ulrich Koerner as its new chief executive officer, replacing Thomas Gottstein, two sources familiar with the situation said on Tuesday.Pressure has been mounting on Gottstein for months over major scandals and losses racked up during his two-year tenure that have hammered shares and angered investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909268229,"gmtCreate":1658881143161,"gmtModify":1676536222086,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909268229","repostId":"2254826492","repostType":4,"repost":{"id":"2254826492","kind":"highlight","pubTimestamp":1658878697,"share":"https://ttm.financial/m/news/2254826492?lang=&edition=fundamental","pubTime":"2022-07-27 07:38","market":"us","language":"en","title":"Shopify Stock Plunges After Layoff Announcement -- Is Now the Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254826492","media":"Motley Fool","summary":"The e-commerce giant is the latest major tech company to reduce its workforce, but are the long-term trends intact?","content":"<html><head></head><body><p></p><p>Several major tech companies have announced large rounds of layoffs recently in response to recession fears, slowing growth, and other factors. <b>Shopify</b> just became the latest company to join this group, and investors aren&#39;t happy. Shares fell by 14% Tuesday in response to the announcement.</p><p>In Shopify&#39;s case, the main reason behind the layoffs is sluggish e-commerce performance as COVID-19 pandemic restrictions have been relaxed, allowing brick-and-mortar retailers to return to business as usual. This headwind, combined with the prospect of slowing consumer discretionary spending, hasn&#39;t exactly resulted in the best environment for Shopify, which grew its business aggressively in recent years.</p><p>To be sure, layoffs like these are always unfortunate. However, from an investor&#39;s perspective, are these layoffs a sign that the best part of Shopify&#39;s growth story is behind it, or could this be an opportunity for patient long-term investors to add shares at a relative discount?</p><h2>Why is Shopify reducing its workforce?</h2><p>In a letter to employees, Shopify CEO Tobi Lütke confirmed that the company will reduce its workforce by about 10%, which means that about 1,000 people will lose their jobs. The bulk of the reductions will be in recruiting, support, and sales, plus Shopify plans to eliminate &#34;over-specialized and duplicate roles.&#34;</p><p>In a nutshell, Lütke thought that the massive surge in e-commerce demand that resulted from the COVID-19 pandemic would be more durable than it turned out to be. As he said in the letter, the company bet that the share of retail that took place through e-commerce would permanently leap ahead by five to 10 years. Now this doesn&#39;t seem to be the case. E-commerce adoption is trending back to where its growth trajectory was heading before the pandemic happened.</p><h2>Does the business still have room to grow long term?</h2><p>Shopify is already an e-commerce powerhouse. Its platform has the No. 2 share of e-commerce sales in the U.S., behind <b>Amazon</b>. In fact, Shopify merchants have higher online sales volume than <b>Walmart</b>, <b>Best Buy</b>, and <b>Costco</b> <i>combined</i>, based on 2021 data. More than 10% of all e-commerce sales are facilitated by Shopify.</p><p>Although this is certainly impressive, that doesn&#39;t mean the company doesn&#39;t still have plenty of runway ahead of it. As Lütke correctly points out in his letter, e-commerce makes up less than 15% of all addressable retail sales in the United States. And there are millions of small and medium-sized businesses that could potentially set up shop on Shopify&#39;s platform. He believes the &#34;opportunity is massive and it&#39;s still early days for Shopify.&#34;</p><p>In fact, the company has estimated that its addressable market of small and medium-sized businesses worldwide represents a $160 billion revenue opportunity. It certainly isn&#39;t going to get it all, but with less than $5 billion in revenue over the past four quarters, it&#39;s fair to say that Shopify still has potential. And keep in mind that the $160 billion figure is based on the <i>current</i> e-commerce landscape -- as more retail shifts to online channels over time, the company&#39;s addressable market should grow.</p><h2>Is now the time to buy?</h2><p>Shopify&#39;s stock price fell by more than 15% on the news of layoffs and is now down by about 82% from its 52-week high. And while some decline is certainly justified, there are still some compelling long-term catalysts that could result in tremendous, long-tailed growth for the business. Several members of Shopify&#39;s management team, including Lütke, have made large stock purchases after the recent downturn and clearly see a long-term value opportunity here. If they&#39;re right, the current share price could end up being a massive bargain.</p><p></p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Stock Plunges After Layoff Announcement -- Is Now the Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nShopify Stock Plunges After Layoff Announcement -- Is Now the Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/26/shopify-stock-plunges-after-layoffs-is-now-the-tim/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several major tech companies have announced large rounds of layoffs recently in response to recession fears, slowing growth, and other factors. Shopify just became the latest company to join this ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/shopify-stock-plunges-after-layoffs-is-now-the-tim/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/07/26/shopify-stock-plunges-after-layoffs-is-now-the-tim/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254826492","content_text":"Several major tech companies have announced large rounds of layoffs recently in response to recession fears, slowing growth, and other factors. Shopify just became the latest company to join this group, and investors aren't happy. Shares fell by 14% Tuesday in response to the announcement.In Shopify's case, the main reason behind the layoffs is sluggish e-commerce performance as COVID-19 pandemic restrictions have been relaxed, allowing brick-and-mortar retailers to return to business as usual. This headwind, combined with the prospect of slowing consumer discretionary spending, hasn't exactly resulted in the best environment for Shopify, which grew its business aggressively in recent years.To be sure, layoffs like these are always unfortunate. However, from an investor's perspective, are these layoffs a sign that the best part of Shopify's growth story is behind it, or could this be an opportunity for patient long-term investors to add shares at a relative discount?Why is Shopify reducing its workforce?In a letter to employees, Shopify CEO Tobi Lütke confirmed that the company will reduce its workforce by about 10%, which means that about 1,000 people will lose their jobs. The bulk of the reductions will be in recruiting, support, and sales, plus Shopify plans to eliminate \"over-specialized and duplicate roles.\"In a nutshell, Lütke thought that the massive surge in e-commerce demand that resulted from the COVID-19 pandemic would be more durable than it turned out to be. As he said in the letter, the company bet that the share of retail that took place through e-commerce would permanently leap ahead by five to 10 years. Now this doesn't seem to be the case. E-commerce adoption is trending back to where its growth trajectory was heading before the pandemic happened.Does the business still have room to grow long term?Shopify is already an e-commerce powerhouse. Its platform has the No. 2 share of e-commerce sales in the U.S., behind Amazon. In fact, Shopify merchants have higher online sales volume than Walmart, Best Buy, and Costco combined, based on 2021 data. More than 10% of all e-commerce sales are facilitated by Shopify.Although this is certainly impressive, that doesn't mean the company doesn't still have plenty of runway ahead of it. As Lütke correctly points out in his letter, e-commerce makes up less than 15% of all addressable retail sales in the United States. And there are millions of small and medium-sized businesses that could potentially set up shop on Shopify's platform. He believes the \"opportunity is massive and it's still early days for Shopify.\"In fact, the company has estimated that its addressable market of small and medium-sized businesses worldwide represents a $160 billion revenue opportunity. It certainly isn't going to get it all, but with less than $5 billion in revenue over the past four quarters, it's fair to say that Shopify still has potential. And keep in mind that the $160 billion figure is based on the current e-commerce landscape -- as more retail shifts to online channels over time, the company's addressable market should grow.Is now the time to buy?Shopify's stock price fell by more than 15% on the news of layoffs and is now down by about 82% from its 52-week high. And while some decline is certainly justified, there are still some compelling long-term catalysts that could result in tremendous, long-tailed growth for the business. Several members of Shopify's management team, including Lütke, have made large stock purchases after the recent downturn and clearly see a long-term value opportunity here. If they're right, the current share price could end up being a massive bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909268313,"gmtCreate":1658881132032,"gmtModify":1676536222070,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909268313","repostId":"2254878962","repostType":4,"repost":{"id":"2254878962","kind":"news","pubTimestamp":1658880848,"share":"https://ttm.financial/m/news/2254878962?lang=&edition=fundamental","pubTime":"2022-07-27 08:14","market":"us","language":"en","title":"Where Will Nvidia Stock Be In 10 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254878962","media":"seekingalpha","summary":"SummaryThe automotive and professional visualization markets, which each only contribute a single-di","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The automotive and professional visualization markets, which each only contribute a single-digit percentage of NVDA&#39;s revenue now, are expected to be major long-term growth drivers for the company.</li><li>A more favorable revenue mix for NVIDIA going forward with an increased contribution from high-margin software businesses will be supportive of higher profit margins for NVDA in the next decade.</li><li>NVIDIA stock is a Buy now, because its current valuations are appealing and the company should boast superior profitability and a more balanced revenue mix in 10 years&#39; time.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/402a0268f096e19b6f9ede9e92342252\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p><b>Elevator Pitch</b></p><p>I upgrade my rating for NVIDIA Corporation&#39;s (NASDAQ:NVDA) stock from a Hold to a Buy.</p><p>In my prior update for NVDA written on March 28, 2022, I touched on NVIDIA&#39;s growth prospects in the intermediate-term or the next five years, bymaking reference to metrics disclosed by NVDA at the March 2022 Investor Day and the sell-side&#39;s consensus financial projections for the company.</p><p>Given that no one knows how long the current bear market will last and that a recession seems to be the base case scenario for most investors, it is critical to extend one&#39;s investment time horizon. As such, I choose to focus on NVIDIA&#39;s long-term outlook (as opposed to its medium-term prospects), or more specifically where the company will be in the next decade, in my current article.</p><p>NVIDIA will be a more profitable company with a more balanced sales mix by market in 10 years&#39; time based on my analysis. In terms of valuations, NVDA&#39;s forward P/E multiple has also more than halved from its peak. The good long-term outlook and reasonable valuations make NVDA stock a Buy in my view.</p><p><b>Is Nvidia A Good Long Term Investment?</b></p><p>NVIDIA is a good investment for the long term, because of the company&#39;s market leadership.</p><p>As per the chart below, NVDA&#39;s share of the GPU (Graphics Processing Units) AIB (Add-in Board) market (as represented by the GeForce graphic cards or the green line in the chart) has consistently remained above 50% since the third quarter of 2005. Nvidia&#39;s GPU AIB market share has grown to approximately 75% in the first quarter of this year.</p><p><b>GPU AIB Market Share For The Period Between Q4 2002 And Q1 2022</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c74c8077392faa8b00cd92c239c4ca0\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"/><span>3D Center Website Which Collated Data From Mercury Research And Jon Peddie Research</span></p><p>NVIDIA has been able to maintain and even extend its market leadership over Advanced Micro Devices (AMD), as indicated by the red line in the chart and the Radeon brand, in the past 15-16 years in the GPU AIB segment. This is a clear indication that NVDA has a competitive edge as compared to its rivals.</p><p>NVDA had the ability to stay as the market leader in GPUs for a very long time or more than a decade in the past. While history isn&#39;t a perfect indicator, it is probably the best indicator of the future. NVIDIA is a good long-term investment based on a reasonable assumption that the company will continue to dominate the GPU market for the next 10 years as it did in the past.</p><p><b>Can Nvidia Stock Continue To Grow?</b></p><p>NVDA can continue to grow in the future, but the key growth drivers for NVIDIA in the next decade will be very different from the factors responsible for NVDA&#39;s growth in the prior 10 years.</p><p>NVDA derived 46% and 40% of its fiscal 2022 (YE January) revenue from its gaming and data center markets, respectively as per its 10-K filing. In comparison, the professional visualization, OEM &amp; other, and automotive markets contributed 8%, 4% and 2% of the company&#39;s FY 2022 top line, respectively.</p><p>In 10 years&#39; time, NVIDIA should have a more balanced revenue mix, with its automotive and professional visualization markets growing faster than its core data center and gaming markets.</p><p>With respect to the automotive market, 2030 is the year that technology research firm Omdia expects &#34;vehicles with Level 3+ autonomous systems&#34; will have &#34;wider adoption in mature markets&#34; according to its September 17, 2022 research report. In other words, it will probably take close to 10 years for the inflection point for NVDA&#39;s automotive market revenue to arrive. Notably, NVIDA&#39;s automotive revenue was less than 5% of the sales contributed by the gaming market in FY 2021, but the company estimates that the automotive TAM (Total Addressable Market) is three times that of the TAM for the gaming market. Furthermore, NVDA has already gained a strong foothold in the automotive market, with the company disclosing at its 2022 Investor Day that it &#34;won designs in 20 of the top 30 EV car OEMs.&#34;</p><p>For the professional visualization market, the Omniverse enterprise software should be the major growth driver in the next decade. The company described Omniverse as &#34;a simulation engine for physically accurate virtual worlds and digital twins&#34; at its 2022 Investor Day. Currently, only &#34;10% of the world&#39;s top 100 companies&#34; are users of NVDA&#39;s Omniverse enterprise software as highlighted at NVIDIA&#39;s Q1 FY 2023 earnings call on May 25, 2022. This points to lots of room for growth in the adoption rate of the Omniverse enterprise software amongcorporationsin the long run. As revealed at the company&#39;s Q1 FY 2023 investor briefing, Amazon (AMZN), PepsiCo (PEP), and Kroger (KR) are among the companies that have used NVDA&#39;s Omniverse enterprise software in the area of digital twins. A recent March 2022 market research report published by <i>Grandview Research</i> forecasted that the worldwide digital twin market will grow by an impressive +39.1% CAGR for the 2022-2030 period.</p><p>In a nutshell, NVIDIA should maintain positive growth momentum in the next 10 years, with the professional visualization and automotive markets being critical drivers of NVDA&#39;s growth in the long run.</p><p><b>Where Will Nvidia Stock Be In 10 Years?</b></p><p>Apart from having a more balanced revenue mix by market as discussed in the preceding section, a key change for NVIDIA will be the structural improvement in the company&#39;s profitability in 10 years&#39; time. More specifically, I think that NVDA&#39;s profit margins could expand substantially in the long term thanks to higher revenue contribution from high-margin software revenue.</p><p>NVDA mentioned at its 2022 Investor Day that its &#34;recurring software and services revenue are currently at an annual run rate in the low hundreds of millions.&#34; This implies that NVIDIA&#39;s current software revenue is less than 2% of its overall top line. In comparison, software accounts for more than half of NVDA&#39;s total $1 trillion TAM, comprising of $150 billion for NVIDIA AI enterprise products, $150 billion for Omniverse enterprise software and $300 billion for automotive (of which the bulk comes from software).</p><p>In my view, the proportion of high-margin software revenue as a percentage of total sales for NVIDIA could potentially rise from the low-single digit percentage level now to the high-teens percentage level in 10 years&#39; time. This will help to drive an increase in NVDA&#39;s overall profit margins for the next decade.</p><p><b>NVDA Stock Key Metrics</b></p><p>The key metric for NVDA stock is its valuation multiple.</p><p>NVIDIA&#39;s consensus forward next twelve months&#39; normalized P/E multiple has already compressed from its 10-year peak of 73.0 times recorded in early-November 2021 to 31.6 times as of July 25, 2022, as per<i>S&amp;P Capital IQ&#39;s</i>valuation data.</p><p>Considering NVDA&#39;s market leadership in the GPU AIB segment and the positive outlook for the company in the long run as detailed earlier, NVDA&#39;s current valuation, a forward P/E of slightly above 30 times, represents a good entry point.</p><p><b>Is NVDA Stock A Buy, Sell, or Hold?</b></p><p>I rate NVDA stock as a Buy. NVIDIA is attractively-valued, and the long-term outlook for the company is bright.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Will Nvidia Stock Be In 10 Years?</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\">\nWhere Will Nvidia Stock Be In 10 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525900-where-will-nvidia-stock-be-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe automotive and professional visualization markets, which each only contribute a single-digit percentage of NVDA's revenue now, are expected to be major long-term growth drivers for the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4525900-where-will-nvidia-stock-be-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4525900-where-will-nvidia-stock-be-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254878962","content_text":"SummaryThe automotive and professional visualization markets, which each only contribute a single-digit percentage of NVDA's revenue now, are expected to be major long-term growth drivers for the company.A more favorable revenue mix for NVIDIA going forward with an increased contribution from high-margin software businesses will be supportive of higher profit margins for NVDA in the next decade.NVIDIA stock is a Buy now, because its current valuations are appealing and the company should boast superior profitability and a more balanced revenue mix in 10 years' time.Justin SullivanElevator PitchI upgrade my rating for NVIDIA Corporation's (NASDAQ:NVDA) stock from a Hold to a Buy.In my prior update for NVDA written on March 28, 2022, I touched on NVIDIA's growth prospects in the intermediate-term or the next five years, bymaking reference to metrics disclosed by NVDA at the March 2022 Investor Day and the sell-side's consensus financial projections for the company.Given that no one knows how long the current bear market will last and that a recession seems to be the base case scenario for most investors, it is critical to extend one's investment time horizon. As such, I choose to focus on NVIDIA's long-term outlook (as opposed to its medium-term prospects), or more specifically where the company will be in the next decade, in my current article.NVIDIA will be a more profitable company with a more balanced sales mix by market in 10 years' time based on my analysis. In terms of valuations, NVDA's forward P/E multiple has also more than halved from its peak. The good long-term outlook and reasonable valuations make NVDA stock a Buy in my view.Is Nvidia A Good Long Term Investment?NVIDIA is a good investment for the long term, because of the company's market leadership.As per the chart below, NVDA's share of the GPU (Graphics Processing Units) AIB (Add-in Board) market (as represented by the GeForce graphic cards or the green line in the chart) has consistently remained above 50% since the third quarter of 2005. Nvidia's GPU AIB market share has grown to approximately 75% in the first quarter of this year.GPU AIB Market Share For The Period Between Q4 2002 And Q1 20223D Center Website Which Collated Data From Mercury Research And Jon Peddie ResearchNVIDIA has been able to maintain and even extend its market leadership over Advanced Micro Devices (AMD), as indicated by the red line in the chart and the Radeon brand, in the past 15-16 years in the GPU AIB segment. This is a clear indication that NVDA has a competitive edge as compared to its rivals.NVDA had the ability to stay as the market leader in GPUs for a very long time or more than a decade in the past. While history isn't a perfect indicator, it is probably the best indicator of the future. NVIDIA is a good long-term investment based on a reasonable assumption that the company will continue to dominate the GPU market for the next 10 years as it did in the past.Can Nvidia Stock Continue To Grow?NVDA can continue to grow in the future, but the key growth drivers for NVIDIA in the next decade will be very different from the factors responsible for NVDA's growth in the prior 10 years.NVDA derived 46% and 40% of its fiscal 2022 (YE January) revenue from its gaming and data center markets, respectively as per its 10-K filing. In comparison, the professional visualization, OEM & other, and automotive markets contributed 8%, 4% and 2% of the company's FY 2022 top line, respectively.In 10 years' time, NVIDIA should have a more balanced revenue mix, with its automotive and professional visualization markets growing faster than its core data center and gaming markets.With respect to the automotive market, 2030 is the year that technology research firm Omdia expects \"vehicles with Level 3+ autonomous systems\" will have \"wider adoption in mature markets\" according to its September 17, 2022 research report. In other words, it will probably take close to 10 years for the inflection point for NVDA's automotive market revenue to arrive. Notably, NVIDA's automotive revenue was less than 5% of the sales contributed by the gaming market in FY 2021, but the company estimates that the automotive TAM (Total Addressable Market) is three times that of the TAM for the gaming market. Furthermore, NVDA has already gained a strong foothold in the automotive market, with the company disclosing at its 2022 Investor Day that it \"won designs in 20 of the top 30 EV car OEMs.\"For the professional visualization market, the Omniverse enterprise software should be the major growth driver in the next decade. The company described Omniverse as \"a simulation engine for physically accurate virtual worlds and digital twins\" at its 2022 Investor Day. Currently, only \"10% of the world's top 100 companies\" are users of NVDA's Omniverse enterprise software as highlighted at NVIDIA's Q1 FY 2023 earnings call on May 25, 2022. This points to lots of room for growth in the adoption rate of the Omniverse enterprise software amongcorporationsin the long run. As revealed at the company's Q1 FY 2023 investor briefing, Amazon (AMZN), PepsiCo (PEP), and Kroger (KR) are among the companies that have used NVDA's Omniverse enterprise software in the area of digital twins. A recent March 2022 market research report published by Grandview Research forecasted that the worldwide digital twin market will grow by an impressive +39.1% CAGR for the 2022-2030 period.In a nutshell, NVIDIA should maintain positive growth momentum in the next 10 years, with the professional visualization and automotive markets being critical drivers of NVDA's growth in the long run.Where Will Nvidia Stock Be In 10 Years?Apart from having a more balanced revenue mix by market as discussed in the preceding section, a key change for NVIDIA will be the structural improvement in the company's profitability in 10 years' time. More specifically, I think that NVDA's profit margins could expand substantially in the long term thanks to higher revenue contribution from high-margin software revenue.NVDA mentioned at its 2022 Investor Day that its \"recurring software and services revenue are currently at an annual run rate in the low hundreds of millions.\" This implies that NVIDIA's current software revenue is less than 2% of its overall top line. In comparison, software accounts for more than half of NVDA's total $1 trillion TAM, comprising of $150 billion for NVIDIA AI enterprise products, $150 billion for Omniverse enterprise software and $300 billion for automotive (of which the bulk comes from software).In my view, the proportion of high-margin software revenue as a percentage of total sales for NVIDIA could potentially rise from the low-single digit percentage level now to the high-teens percentage level in 10 years' time. This will help to drive an increase in NVDA's overall profit margins for the next decade.NVDA Stock Key MetricsThe key metric for NVDA stock is its valuation multiple.NVIDIA's consensus forward next twelve months' normalized P/E multiple has already compressed from its 10-year peak of 73.0 times recorded in early-November 2021 to 31.6 times as of July 25, 2022, as perS&P Capital IQ'svaluation data.Considering NVDA's market leadership in the GPU AIB segment and the positive outlook for the company in the long run as detailed earlier, NVDA's current valuation, a forward P/E of slightly above 30 times, represents a good entry point.Is NVDA Stock A Buy, Sell, or Hold?I rate NVDA stock as a Buy. NVIDIA is attractively-valued, and the long-term outlook for the company is bright.","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909261626,"gmtCreate":1658881122565,"gmtModify":1676536222062,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909261626","repostId":"2254387856","repostType":4,"repost":{"id":"2254387856","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658876140,"share":"https://ttm.financial/m/news/2254387856?lang=&edition=fundamental","pubTime":"2022-07-27 06:55","market":"us","language":"en","title":"US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387856","media":"Reuters","summary":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Co","content":"<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M","WMT":"沃尔玛",".DJI":"道琼斯","TGT":"塔吉特","MSFT":"微软","KO":"可口可乐",".IXIC":"NASDAQ Composite","AMZN":"亚马逊","MCD":"麦当劳","GOOGL":"谷歌A",".SPX":"S&P 500 Index","GE":"GE航空航天"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387856","content_text":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Cola up on forecast raiseIndexes: Dow down 0.7%, S&P 500 down 1.2%, Nasdaq down 1.9%NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&P 500 retail index declined 4.2%.On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.\"The majority of companies that reported today beat (on) earnings, and that's been the case. But of course there have been some warnings, and that's what the market is focusing on,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&P 500, while consumer discretionary fell 3.3% and led declines among S&P 500 sectors.The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies' results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.Investors had been looking to see if this week's earnings news from mega-cap companies might help the stock market sustain its recent rally.Earnings from S&P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald's Corp rose 2.7% after beating quarterly expectations.3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.In other outlooks, the International Monetary Fund cut global growth forecasts again.Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076669290,"gmtCreate":1657844580210,"gmtModify":1676536070405,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Okok&nbsp;","listText":"Okok&nbsp;","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076669290","repostId":"1192202813","repostType":4,"repost":{"id":"1192202813","kind":"news","pubTimestamp":1657812483,"share":"https://ttm.financial/m/news/1192202813?lang=&edition=fundamental","pubTime":"2022-07-14 23:28","market":"us","language":"en","title":"7 Dangerous Dividend Stocks to Sell Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1192202813","media":"InvestorPlace","summary":"The lure of high-dividend stocks is great, but not all dividends are safe and reliable. Here are som","content":"<html><head></head><body><ul><li>The lure of high-dividend stocks is great, but not all dividends are safe and reliable. Here are some high-yield dividend stocks to sell.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): Overbought oil companies Chevron and <b>Exxon</b>(<b><u>XOM</u></b>) share the top spot, and they could be silent capital killers.</li><li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>): This telecom lacks focus, so even its newly reduced dividend may not be sacrosanct.</li><li><b>Simon Properties</b>(<b><u>SPG</u></b>): This real estate company has been performing well and the pullback is healthy, but it could be at risk from the Fed monetary policy.</li><li><b>Vornado Realty</b>(NYSE:<b><u>VNO</u></b>): This REIT faces the same Fed danger that SPG does, but its foundation isn&#39;t as strong.</li><li><b>Devon Energy</b>(NYSE:<b><u>DVN</u></b>): This energy stock has a good business going, but the tailwinds are waning.</li><li><b>Williams Cos.</b>(NYSE:<b><u>WMB</u></b>): Its technicals are signaling that it might experience another leg lower.</li><li><b>Oneok</b> (<b><u>OKE</u></b>): If it loses the $48 area, $35 might be the next target.</li></ul><p>Dividends are an important part of many portfolios, but along with recognizing the top dividend stocks, you also need to be able to recognize which dividend stocks to sell at a given time.</p><p>Today we highlight a list of dangerous dividend stocks. I would consider this a call to sell them now if you have them, or avoid them until more we learn more.</p><p>This write up is not a criticism of these companies necessarily. In fact I am a fan of a few of them, but it’s a timing thing thanks to the Federal Reserve’s actions to bail the U.S. out of the pandemic lockdown. Now they are trying to unwind those actions, and we are likely to see new symptoms soon.</p><p>In other words, we should stay humble with our thesis and nimble with our investments.</p><p>Finding fixed income during the never-ending quantitative easing cycle was difficult. As the Fed has raised its rate, the yields have crept up, but not enough to stop investors from chasing dangerous dividend stocks.</p><p>Investors should be leery of stocks that rewards you too much in dividends just to lure you in. If it’s a great opportunity, they could get away with offering us less. Also, piling into a new stock for its dividend just because everyone else is opens investors to bad decisions. Chasing too late means that I would be tagging winners out and taking over a losing position. Then the stock falls by far more than the dividend gives me.</p><p>In almost all of these dangerous dividend stocks to sell, I would buy them lower. They are good companies for the most part — just not at these stock levels.</p><p><b>Chevron (CVX)</b></p><p>If you searched the internet for dangerous dividend stocks, my first two picks won’t even show up.<b>Exxon</b>(NYSE:<b><u>XOM</u></b>) and <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) are excellent oil companies, and oil prices are soaring.</p><p>But at these altitudes — or worse, from their 2022 highs — they are probably dividend stocks to sell. Their fundamentals are strong, so I have no issues there. But they look very expensive here.</p><p>The higher a stock’s price goes, the lower its dividend yield becomes in percentage terms. So for XOM or CVX, what was a 9% yield is now barely over 4%. In addition, their stock prices are still so high that they could quickly lose 10% or more. This would indeed eat up whatever benefit the investors were expecting from the dividend.</p><p>If you want these for the long term, it may be best to sell here and buy in again once they come back down to Earth.</p><p><b>AT&amp;T (T)</b></p><p>I haven’t been a fan of<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) for a long while, though admittedly that has less to do with the stock’s performance than with personal experience. Still, my experience makes me doubt management has enough focus for me to trust them long term.</p><p>Intermittently, I’ve discussed upside opportunities in T stock. But they were very specific, from point A to point B on the chart. And their most recent spinoff of their media business has added so much doubt in my mind that I would just avoid it. Until we get a better understanding of the business that’s left, I cannot be certain that even the reduced dividend is safe.</p><p>My apprehension has back up from the charts. T stock hasn’t been at these levels since 1996. Beside, the reward from the dividend may be too large. The draw from it would turn into a reason to sell if investors doubt it.</p><p>Although there are no grumblings now, they could surface. They’ve already cut it this year, because of the spinoff, but we can’t be certain they won’t do it again if the remaining company doesn’t perform as expected.</p><p><b>Simon Property Group (SPG)</b></p><p><b>Simon Property Group</b>(NYSE:<b><u>SPG</u></b>) presents a dilemma for me today. In theory, it belongs on the list of dividend stocks to sell. But technically the charts are starting to look a bit interesting.</p><p>The 2022 descent from the 2021 highs has been incredibly punishing. But I somewhat expected this, because I thought the 300% pandemic rally was overdone. This slide puts it back into balance from a chart perspective.</p><p>From a trading perspective, there could be a rally brewing but nothing that has already triggered. But from an <i>investment</i> angle, there is a chance it could trap dividend chasers. The 7% it offers now is juicy, but the real-estate sector is in danger from the Fed. The central bank is out to destroy demand by raising rates. That’s not going to leave many opportunities in that sector.</p><p>I respect the company’s efforts out of the pandemic, as I bet that situation was extremely unique. I doubt that we will face such trepidation anytime soon. So from that perspective, management deserves kudos. My apprehension may be off target here, but I’d rather be safe than sorry.</p><p><b>Vornado Realty (VNO)</b></p><p>If I were nervous about the prospects of SPG, then I certainly fret <b>Vornado Realty</b>(NYSE:<b><u>VNO</u></b>). Wall Street is pretty good at pricing uncertainty, and the VNO chart is flashing caution signs. The stock is an low and can’t find footing, not even at the pandemic lows.</p><p>This is concerning behavior.</p><p>The financial statements don’t inspire confidence either. The revenue lines are still 50% below earlier levels.</p><p>Like with the SPG case, I am sympathetic because of the special test Vornado endured. Nevertheless, it’s like investors are being cautious first and nice second. With so many other sources of fixed income now, there is no need to venture into such an iffy chart.</p><p>Technically, when the bulls are struggling to hold an all-time low, they will likely lose the battle soon. I am surprised that a stock this iffy would haveseven out of 12 analyst recommend it as a buy. Their 7.4% yield certainly earns them a spot on my list of dangerous dividend stocks.</p><p><b>Devon Energy (DVN)</b></p><p>The recent mania over the upside potential of oil stocks is waning. From a technical perspective, they’ve been a short for a while especially on rallies. <b>Devon Energy</b>(NYSE:<b><u>DVN</u></b>) is not the exception, so it too made my list of dangerous dividend stocks. While there isn’t much visible threat in the financial statements, the DVN stock chart is glowing orange.</p><p>Even though it lost almost 34% of its value from the highs, there could be plenty more to come.</p><p>This is a similar scenario to CVX and XOM, where the companies are fine. My beef is with the altitude of the stock charts. New investors will likely lose more in capital than they could get back from dividend yield benefit. This is an easy fixed-income trap to avoid.</p><p>There is some support here and a bit lower, but ultimately DVN could fall below $40 per share.</p><p><b>Williams Cos. (WMB)</b></p><p>The magic numbers for <b>Williams Cos.</b>(NYSE:<b><u>WMB</u></b>) are $29 and $33 per share. The bounces this year are likely to face sellers at those levels. This translates into resistance. Conversely, if the bulls fail to hold $29 per share they could lose <i>way</i> more later. The support failure would lead WMB stock to $25, where lies the bigger support level.</p><p>The more important point is that if I am right, then rallies are opportunities to sell. Sell-the-rip themes are very detrimental to stocks. WMB is in danger of starting such a scenario in the next few weeks. The reward from the dividend is too small to matter in such a scenario.</p><p>The downside risk far outweighs the 5.4% yield. The financials are not alarming yet, but it’s a matter of upside potential versus downside risk.</p><p><b>Oneok (OKE)</b></p><p><b>Oneok</b>(NYSE:<b><u>OKE</u></b>) stock has an incredibly pivotal level near $48 per share. It’s so important that I fear the consequences of it failing — $35 would be a likely target from such a slip. Rallies into $65 would then turn it into a selling zone. Assuming that the buyers prevail with their bounce efforts, they would then face a tiresome battle.</p><p>According to Yahoo Finance, of its 16 analysts 12 of them think it’s a hold. What concerns me is that their average price target is near its all-time high. Mathematically that makes very little sense. If the price doesn’t rally soon, the analysts would likely revise their targets lower so to avoid being wrong. This rating system is likely causing harm to investors who rely on these “expert” opinions to profit.</p><p>When the facts are this obscure, I would rather avoid the whole situation. There are hundreds of other stocks to trade — and OKE right now looks like it might be one of the dividend stocks to sell.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Dangerous Dividend Stocks to Sell Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dangerous Dividend Stocks to Sell Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/dividend-stocks-to-sell/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The lure of high-dividend stocks is great, but not all dividends are safe and reliable. Here are some high-yield dividend stocks to sell.Chevron(CVX): Overbought oil companies Chevron and Exxon(XOM) ...</p>\n\n<a href=\"https://investorplace.com/dividend-stocks-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","CVX":"雪佛龙","VNO":"沃那多房信","DVN":"德文能源","OKE":"欧尼克（万欧卡）","WMB":"威廉姆斯","SPG":"西蒙地产"},"source_url":"https://investorplace.com/dividend-stocks-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192202813","content_text":"The lure of high-dividend stocks is great, but not all dividends are safe and reliable. Here are some high-yield dividend stocks to sell.Chevron(CVX): Overbought oil companies Chevron and Exxon(XOM) share the top spot, and they could be silent capital killers.AT&T(NYSE:T): This telecom lacks focus, so even its newly reduced dividend may not be sacrosanct.Simon Properties(SPG): This real estate company has been performing well and the pullback is healthy, but it could be at risk from the Fed monetary policy.Vornado Realty(NYSE:VNO): This REIT faces the same Fed danger that SPG does, but its foundation isn't as strong.Devon Energy(NYSE:DVN): This energy stock has a good business going, but the tailwinds are waning.Williams Cos.(NYSE:WMB): Its technicals are signaling that it might experience another leg lower.Oneok (OKE): If it loses the $48 area, $35 might be the next target.Dividends are an important part of many portfolios, but along with recognizing the top dividend stocks, you also need to be able to recognize which dividend stocks to sell at a given time.Today we highlight a list of dangerous dividend stocks. I would consider this a call to sell them now if you have them, or avoid them until more we learn more.This write up is not a criticism of these companies necessarily. In fact I am a fan of a few of them, but it’s a timing thing thanks to the Federal Reserve’s actions to bail the U.S. out of the pandemic lockdown. Now they are trying to unwind those actions, and we are likely to see new symptoms soon.In other words, we should stay humble with our thesis and nimble with our investments.Finding fixed income during the never-ending quantitative easing cycle was difficult. As the Fed has raised its rate, the yields have crept up, but not enough to stop investors from chasing dangerous dividend stocks.Investors should be leery of stocks that rewards you too much in dividends just to lure you in. If it’s a great opportunity, they could get away with offering us less. Also, piling into a new stock for its dividend just because everyone else is opens investors to bad decisions. Chasing too late means that I would be tagging winners out and taking over a losing position. Then the stock falls by far more than the dividend gives me.In almost all of these dangerous dividend stocks to sell, I would buy them lower. They are good companies for the most part — just not at these stock levels.Chevron (CVX)If you searched the internet for dangerous dividend stocks, my first two picks won’t even show up.Exxon(NYSE:XOM) and Chevron(NYSE:CVX) are excellent oil companies, and oil prices are soaring.But at these altitudes — or worse, from their 2022 highs — they are probably dividend stocks to sell. Their fundamentals are strong, so I have no issues there. But they look very expensive here.The higher a stock’s price goes, the lower its dividend yield becomes in percentage terms. So for XOM or CVX, what was a 9% yield is now barely over 4%. In addition, their stock prices are still so high that they could quickly lose 10% or more. This would indeed eat up whatever benefit the investors were expecting from the dividend.If you want these for the long term, it may be best to sell here and buy in again once they come back down to Earth.AT&T (T)I haven’t been a fan ofAT&T(NYSE:T) for a long while, though admittedly that has less to do with the stock’s performance than with personal experience. Still, my experience makes me doubt management has enough focus for me to trust them long term.Intermittently, I’ve discussed upside opportunities in T stock. But they were very specific, from point A to point B on the chart. And their most recent spinoff of their media business has added so much doubt in my mind that I would just avoid it. Until we get a better understanding of the business that’s left, I cannot be certain that even the reduced dividend is safe.My apprehension has back up from the charts. T stock hasn’t been at these levels since 1996. Beside, the reward from the dividend may be too large. The draw from it would turn into a reason to sell if investors doubt it.Although there are no grumblings now, they could surface. They’ve already cut it this year, because of the spinoff, but we can’t be certain they won’t do it again if the remaining company doesn’t perform as expected.Simon Property Group (SPG)Simon Property Group(NYSE:SPG) presents a dilemma for me today. In theory, it belongs on the list of dividend stocks to sell. But technically the charts are starting to look a bit interesting.The 2022 descent from the 2021 highs has been incredibly punishing. But I somewhat expected this, because I thought the 300% pandemic rally was overdone. This slide puts it back into balance from a chart perspective.From a trading perspective, there could be a rally brewing but nothing that has already triggered. But from an investment angle, there is a chance it could trap dividend chasers. The 7% it offers now is juicy, but the real-estate sector is in danger from the Fed. The central bank is out to destroy demand by raising rates. That’s not going to leave many opportunities in that sector.I respect the company’s efforts out of the pandemic, as I bet that situation was extremely unique. I doubt that we will face such trepidation anytime soon. So from that perspective, management deserves kudos. My apprehension may be off target here, but I’d rather be safe than sorry.Vornado Realty (VNO)If I were nervous about the prospects of SPG, then I certainly fret Vornado Realty(NYSE:VNO). Wall Street is pretty good at pricing uncertainty, and the VNO chart is flashing caution signs. The stock is an low and can’t find footing, not even at the pandemic lows.This is concerning behavior.The financial statements don’t inspire confidence either. The revenue lines are still 50% below earlier levels.Like with the SPG case, I am sympathetic because of the special test Vornado endured. Nevertheless, it’s like investors are being cautious first and nice second. With so many other sources of fixed income now, there is no need to venture into such an iffy chart.Technically, when the bulls are struggling to hold an all-time low, they will likely lose the battle soon. I am surprised that a stock this iffy would haveseven out of 12 analyst recommend it as a buy. Their 7.4% yield certainly earns them a spot on my list of dangerous dividend stocks.Devon Energy (DVN)The recent mania over the upside potential of oil stocks is waning. From a technical perspective, they’ve been a short for a while especially on rallies. Devon Energy(NYSE:DVN) is not the exception, so it too made my list of dangerous dividend stocks. While there isn’t much visible threat in the financial statements, the DVN stock chart is glowing orange.Even though it lost almost 34% of its value from the highs, there could be plenty more to come.This is a similar scenario to CVX and XOM, where the companies are fine. My beef is with the altitude of the stock charts. New investors will likely lose more in capital than they could get back from dividend yield benefit. This is an easy fixed-income trap to avoid.There is some support here and a bit lower, but ultimately DVN could fall below $40 per share.Williams Cos. (WMB)The magic numbers for Williams Cos.(NYSE:WMB) are $29 and $33 per share. The bounces this year are likely to face sellers at those levels. This translates into resistance. Conversely, if the bulls fail to hold $29 per share they could lose way more later. The support failure would lead WMB stock to $25, where lies the bigger support level.The more important point is that if I am right, then rallies are opportunities to sell. Sell-the-rip themes are very detrimental to stocks. WMB is in danger of starting such a scenario in the next few weeks. The reward from the dividend is too small to matter in such a scenario.The downside risk far outweighs the 5.4% yield. The financials are not alarming yet, but it’s a matter of upside potential versus downside risk.Oneok (OKE)Oneok(NYSE:OKE) stock has an incredibly pivotal level near $48 per share. It’s so important that I fear the consequences of it failing — $35 would be a likely target from such a slip. Rallies into $65 would then turn it into a selling zone. Assuming that the buyers prevail with their bounce efforts, they would then face a tiresome battle.According to Yahoo Finance, of its 16 analysts 12 of them think it’s a hold. What concerns me is that their average price target is near its all-time high. Mathematically that makes very little sense. If the price doesn’t rally soon, the analysts would likely revise their targets lower so to avoid being wrong. This rating system is likely causing harm to investors who rely on these “expert” opinions to profit.When the facts are this obscure, I would rather avoid the whole situation. There are hundreds of other stocks to trade — and OKE right now looks like it might be one of the dividend stocks to sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070883599,"gmtCreate":1657042364311,"gmtModify":1676535937376,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Wok","listText":"Wok","text":"Wok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070883599","repostId":"1121786992","repostType":4,"repost":{"id":"1121786992","kind":"news","pubTimestamp":1657032311,"share":"https://ttm.financial/m/news/1121786992?lang=&edition=fundamental","pubTime":"2022-07-05 22:45","market":"us","language":"en","title":"Virgin Orbit Trades Higher After Successful Launch of Satellites","url":"https://stock-news.laohu8.com/highlight/detail?id=1121786992","media":"Seeking Alpha","summary":"Virgin Orbit  traded higher on Tuesday after a successful launch for the Straight Up mission.The com","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit </a> traded higher on Tuesday after a successful launch for the Straight Up mission.</p><p>The company&#39;s launch saw seven satellites carried to Low Earth Orbit for the United States Space Force, who procured the launch for the Rocket Systems Launch Program, with payloads provided by the Department of Defense Space Test Program.</p><p>The launch began at 10:50 p.m. local time on July 1 from Mojave Air and Space Port in California and concluded with the successful deployment of all seven payloads at approximately 12:55 a.m.</p><p>The seven satellites deployed by the result of the Straight Up launch are from multiple government agencies and will facilitate experiments intended to demonstrate innovative spacecraft technologies, new approaches for satellite applications, and Earth atmospheric science.</p><p>The Straight Up launch marked the company’s fourth successful commercial flight. Virgin Orbit (VORB) has now delivered a total of thirty-three satellites to orbit with 100% mission success.</p><p>Shares of Virgin Orbit (VORB) gained 8% in morning trading on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/acd12d2348a9a7bbc21ad27b58d85ecc\" tg-width=\"833\" tg-height=\"659\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Virgin Orbit Trades Higher After Successful Launch of Satellites</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\">\nVirgin Orbit Trades Higher After Successful Launch of Satellites\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3854187-virgin-orbit-trades-higher-after-successful-launch-of-satellites><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Virgin Orbit  traded higher on Tuesday after a successful launch for the Straight Up mission.The company's launch saw seven satellites carried to Low Earth Orbit for the United States Space Force, who...</p>\n\n<a href=\"https://seekingalpha.com/news/3854187-virgin-orbit-trades-higher-after-successful-launch-of-satellites\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VORB":"维珍轨道"},"source_url":"https://seekingalpha.com/news/3854187-virgin-orbit-trades-higher-after-successful-launch-of-satellites","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121786992","content_text":"Virgin Orbit  traded higher on Tuesday after a successful launch for the Straight Up mission.The company's launch saw seven satellites carried to Low Earth Orbit for the United States Space Force, who procured the launch for the Rocket Systems Launch Program, with payloads provided by the Department of Defense Space Test Program.The launch began at 10:50 p.m. local time on July 1 from Mojave Air and Space Port in California and concluded with the successful deployment of all seven payloads at approximately 12:55 a.m.The seven satellites deployed by the result of the Straight Up launch are from multiple government agencies and will facilitate experiments intended to demonstrate innovative spacecraft technologies, new approaches for satellite applications, and Earth atmospheric science.The Straight Up launch marked the company’s fourth successful commercial flight. Virgin Orbit (VORB) has now delivered a total of thirty-three satellites to orbit with 100% mission success.Shares of Virgin Orbit (VORB) gained 8% in morning trading on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045581442,"gmtCreate":1656635035386,"gmtModify":1676535867292,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045581442","repostId":"2248854036","repostType":4,"repost":{"id":"2248854036","kind":"highlight","pubTimestamp":1656632669,"share":"https://ttm.financial/m/news/2248854036?lang=&edition=fundamental","pubTime":"2022-07-01 07:44","market":"us","language":"en","title":"Citi Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2248854036","media":"Barrons","summary":"Buying the market now could still pay off, even though strategists are more pessimistic about the ou","content":"<html><head></head><body><p>Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.</p><p>Late this month,Citi group lowered its year-end target on the S&amp;P 500 to 4200 from a previous 4700, giving more weight to an economic slowdown now seen as inevitable, not to mention the probability of a full-on recession. With the Federal Reserve rapidly lifting interest rates to combat already-problematic inflation, economic demand will cool off, at the very least.</p><p>Citi now sees a 40% chance of a “mild recession,” which would mean that the S&amp;P 500 falls all the way to 3650. That would represent a decline of 3.6% from Thursday’s closing level of 3785.50, relatively small potatoes given that the market benchmark fell almost 21% through the end of June, marking the worst first half since 1970.</p><p>The bank sees a slim chance of a severe recession, which would bring the index even lower, and a strong possibility of no recession, which could let the market benchmark rally back to the prior target. The bank used an average of these levels, adjusted by their probabilities, to arrive at its new call for the index to slide to 4200.</p><p>The new target represents a gain of almost 11% from Thursday’s closing price, a hope that has some merit. Much of the reasoning is that bond yields may be finished soaring in response to the Fed’s efforts to fight inflation by lifting rates across the board. That would help keep stock valuations around where they are because lower yields on long-dated bonds increase the current discounted value of future profits.</p><p>The real 10-year Treasury yield, the nominal yield minus the rate of annual inflation expected over the next decade, is almost at 1%, a multiyear high. Stock valuations—or the multiple of near-term per-share earnings that stocks are selling for—have already dropped.</p><p>If the real 10-year yield can’t go much higher, stock valuations shouldn’t go much lower. “Signs of peaking rates …support a positive second half risk/reward set up,” wrote Scott Chronert, U.S. equity strategist at Citi.</p><p>His team’s target level for the S&amp;P 500 reflects stable valuations. The index has now fallen to about 18 times the aggregate per-share earnings of its 500 constituents over the past year, a level it should hold given the historical correlation between real yields and stock valuations.</p><p>Applying a similar valuation to anticipated earnings for 2022–the bank is penciling in 18 to 19 times an aggregate profit of $226, a figure it based on its forecasts for economic growth this year—also yields a target of about 4200.</p><p>There is one caveat, though. The target of $226 implies earnings come in just a bit lower than the $227.40 FactSet indicates Wall Street expects. But many strategists have warned that the current state of the economy could force analysts to move their forecasts down by a percentage in the high single digits.</p><p>If estimates do fall that much, it could drag down the stock market for months. The trouble could start in coming weeks as companies report their earnings for the second quarter and tell investors what they expect for the rest of the year. But it is entirely possible that earnings expectations won’t fall as much as many fear.</p><p>Exactly timing the market is next to impossible, but buying now may well result in gains within the next year or so.</p></body></html>","source":"lsy1601382232898","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>Citi Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCiti Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.Late this month,Citi group lowered its year-end target on...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248854036","content_text":"Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.Late this month,Citi group lowered its year-end target on the S&P 500 to 4200 from a previous 4700, giving more weight to an economic slowdown now seen as inevitable, not to mention the probability of a full-on recession. With the Federal Reserve rapidly lifting interest rates to combat already-problematic inflation, economic demand will cool off, at the very least.Citi now sees a 40% chance of a “mild recession,” which would mean that the S&P 500 falls all the way to 3650. That would represent a decline of 3.6% from Thursday’s closing level of 3785.50, relatively small potatoes given that the market benchmark fell almost 21% through the end of June, marking the worst first half since 1970.The bank sees a slim chance of a severe recession, which would bring the index even lower, and a strong possibility of no recession, which could let the market benchmark rally back to the prior target. The bank used an average of these levels, adjusted by their probabilities, to arrive at its new call for the index to slide to 4200.The new target represents a gain of almost 11% from Thursday’s closing price, a hope that has some merit. Much of the reasoning is that bond yields may be finished soaring in response to the Fed’s efforts to fight inflation by lifting rates across the board. That would help keep stock valuations around where they are because lower yields on long-dated bonds increase the current discounted value of future profits.The real 10-year Treasury yield, the nominal yield minus the rate of annual inflation expected over the next decade, is almost at 1%, a multiyear high. Stock valuations—or the multiple of near-term per-share earnings that stocks are selling for—have already dropped.If the real 10-year yield can’t go much higher, stock valuations shouldn’t go much lower. “Signs of peaking rates …support a positive second half risk/reward set up,” wrote Scott Chronert, U.S. equity strategist at Citi.His team’s target level for the S&P 500 reflects stable valuations. The index has now fallen to about 18 times the aggregate per-share earnings of its 500 constituents over the past year, a level it should hold given the historical correlation between real yields and stock valuations.Applying a similar valuation to anticipated earnings for 2022–the bank is penciling in 18 to 19 times an aggregate profit of $226, a figure it based on its forecasts for economic growth this year—also yields a target of about 4200.There is one caveat, though. The target of $226 implies earnings come in just a bit lower than the $227.40 FactSet indicates Wall Street expects. But many strategists have warned that the current state of the economy could force analysts to move their forecasts down by a percentage in the high single digits.If estimates do fall that much, it could drag down the stock market for months. The trouble could start in coming weeks as companies report their earnings for the second quarter and tell investors what they expect for the rest of the year. But it is entirely possible that earnings expectations won’t fall as much as many fear.Exactly timing the market is next to impossible, but buying now may well result in gains within the next year or so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045581817,"gmtCreate":1656635015339,"gmtModify":1676535867285,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Okkk","listText":"Okkk","text":"Okkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045581817","repostId":"2248856462","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046128163,"gmtCreate":1656314855852,"gmtModify":1676535804721,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046128163","repostId":"1184080362","repostType":4,"repost":{"id":"1184080362","kind":"news","pubTimestamp":1656283742,"share":"https://ttm.financial/m/news/1184080362?lang=&edition=fundamental","pubTime":"2022-06-27 06:49","market":"us","language":"en","title":"Stocks Pace Towards Worst Start since 1970: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184080362","media":"Yahoo Finance","summary":"The week ahead will bring to an end the second quarter and the first half of what has been a challen","content":"<html><head></head><body><p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.</p><p>Several key economic reports, including core PCE inflation – the Federal Reserve&#39;s preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath &amp; Beyond (BBBY).</p><p>The S&amp;P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.</p><p>The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&amp;P 500 lost 15% or more in the first six months of a year; through Friday&#39;s close, the benchmark index was down just under 18%.</p><p>“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.</p><p>And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.</p><p>Although analysts have lowered their price targets on S&amp;P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.</p><p>This suggests analysts expect the index to rise by more than 30% in the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec36198085b4a3361002d2db9a792adf\" tg-width=\"960\" tg-height=\"556\" width=\"100%\" height=\"auto\"/><span>The S&amp;P 500 bottom-up target price. vs. closing price over the past 12 months.</span></p><p>J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.</p><p>“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. &#34;On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.&#34;</p><p>On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.</p><p>Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.</p><p>The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a3c816f919804bca939b29921c02462\" tg-width=\"960\" tg-height=\"644\" width=\"100%\" height=\"auto\"/><span>U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. Calvert</span></p><p>The latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.</p><p>“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.</p><p>Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.</p><p>On the earnings side, reports from Nike (NKE), Bed Bath &amp; Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.</p><p>—</p><p><b>Economic calendar</b></p><p><b>Monday:</b><b><i>Durable Goods Orders</i></b>, May preliminary (0.2% expected, 0.5% during prior month); <b><i>Durables Excluding Transportation</i></b>, May preliminary (0.3% expected, 0.4% during prior month); <b><i>Pending Home Sales</i></b>, month-over-month, May (-3.9% expected, -3.9% during prior month);<b><i>Pending Home Sales NSA</i></b>, year-over-year, April (-11.5% during prior month); <b><i>Dallas Fed Manufacturing Activity</i></b>, June (-6.5 expected, -7.3 during prior month)</p><p><b>Tuesday:</b><b><i>Advance Goods Trade Balance</i></b>, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); <b><i>Wholesale Inventories</i></b>, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); <b><i>Retail Inventories</i></b>, month-over-month, May (1.6 expected, 0.7% during prior month); <b><i>FHFA Housing Pricing Index</i></b>, April (1.6% expected, 1.5% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, April (1.85% expected, 2.42% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, April (21.20% expected, 21.17% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>, year-over-year, April (20.55% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, June (100 expected, 106.4 during prior month); <b><i>Richmond Fed Manufacturing Index</i></b>, June (-5 expected, -9 during prior month)</p><p><b>Wednesday:</b><b><i>MBA Mortgage Applications</i></b>, week ended June 24 (-4.2% during prior week); <b><i>GDP Annualized</i></b>, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); <b><i>Personal Consumption</i></b>, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); <b><i>GDP Price Index</i></b>, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); <b><i>Core PCE</i></b>, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)</p><p><b>Thursday:</b><b><i>Personal Income</i></b>, month-over-month, May (0.5% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, month-over-month, May (0.4% expected, 0.9% during prior month); <b><i>Real Personal Spending</i></b>, month-over-month, May (-0.2% expected, 0.7% during prior month);<b><i>Initial Jobless Claims</i></b>, week ended June 25 (230,000 expected, 229,000 during prior week); <b><i>Continuing Claims</i></b>, week ended June 18 (1.310 million expected, 1.315 million during prior week);<b><i>PCE Deflator</i></b>, month-over-month, May (0.7% expected, 0.2% during prior month); <b><i>PCE Deflator</i></b>, year-over-year, May (6.4% expected, 6.3% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, May (0.4% expected, 0.3% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, May (4.8% expected, 4.9% during prior month); <b><i>MNI Chicago PMI</i></b>, June (58 expected, 60.3 during prior month)</p><p><b>Friday:</b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, June final (52.4 expected, 52.4 prior); <b><i>Construction Spending</i></b>, month-over-month, May (0.4% expected, 0.2% during prior month); <b><i>ISM Manufacturing</i></b>, June (54.7 expected, 56.1 during prior month); <b><i>ISM Prices Paid</i></b>, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); <b><i>ISM Employment,</i></b>June (49.6 during prior month); <b><i>Wards Total Vehicle Sales</i></b>, June (13.40 million, 12.68 during prior month)</p><p>—</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close:<b>Nike</b>(NKE), <b>Jefferies Financial Group</b>(JEF), <b>Trip.com Group</b>(TCOM)</p><p><b>Tuesday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close: <b>AeroVironment</b>(AVAV)</p><p><b>Wednesday</b></p><p>Before market open: <b>Barnes &amp; Noble Education</b>(BNED), <b>Bed Bath &amp; Beyond</b>(BBBY), <b>General Mills</b>(GIS), <b>McCormick &amp; Co.</b>(MKC), <b>Paychex</b>(PAYX)</p><p>After market close: <b>MillerKnoll</b>(MLKN)</p><p><b>Thursday</b></p><p>Before market open: <b>Constellation Brands</b>(STZ)</p><p>After market close: <b>Micron Technology</b>(MU), <b>Walgreens Boots Alliance</b>(WBA)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Pace Towards Worst Start since 1970: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Pace Towards Worst Start since 1970: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 06:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居",".DJI":"道琼斯","MU":"美光科技","WBA":"沃尔格林联合博姿",".IXIC":"NASDAQ Composite","NKE":"耐克",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184080362","content_text":"The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal Reserve's preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath & Beyond (BBBY).The S&P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&P 500 lost 15% or more in the first six months of a year; through Friday's close, the benchmark index was down just under 18%.“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.Although analysts have lowered their price targets on S&P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.This suggests analysts expect the index to rise by more than 30% in the next 12 months.The S&P 500 bottom-up target price. vs. closing price over the past 12 months.J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. \"On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.\"On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. CalvertThe latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.On the earnings side, reports from Nike (NKE), Bed Bath & Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.—Economic calendarMonday:Durable Goods Orders, May preliminary (0.2% expected, 0.5% during prior month); Durables Excluding Transportation, May preliminary (0.3% expected, 0.4% during prior month); Pending Home Sales, month-over-month, May (-3.9% expected, -3.9% during prior month);Pending Home Sales NSA, year-over-year, April (-11.5% during prior month); Dallas Fed Manufacturing Activity, June (-6.5 expected, -7.3 during prior month)Tuesday:Advance Goods Trade Balance, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); Wholesale Inventories, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); Retail Inventories, month-over-month, May (1.6 expected, 0.7% during prior month); FHFA Housing Pricing Index, April (1.6% expected, 1.5% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, April (1.85% expected, 2.42% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, April (21.20% expected, 21.17% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, April (20.55% during prior month); Conference Board Consumer Confidence, June (100 expected, 106.4 during prior month); Richmond Fed Manufacturing Index, June (-5 expected, -9 during prior month)Wednesday:MBA Mortgage Applications, week ended June 24 (-4.2% during prior week); GDP Annualized, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); Personal Consumption, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); Core PCE, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)Thursday:Personal Income, month-over-month, May (0.5% expected, 0.4% during prior month); Personal Spending, month-over-month, May (0.4% expected, 0.9% during prior month); Real Personal Spending, month-over-month, May (-0.2% expected, 0.7% during prior month);Initial Jobless Claims, week ended June 25 (230,000 expected, 229,000 during prior week); Continuing Claims, week ended June 18 (1.310 million expected, 1.315 million during prior week);PCE Deflator, month-over-month, May (0.7% expected, 0.2% during prior month); PCE Deflator, year-over-year, May (6.4% expected, 6.3% during prior month); PCE Core Deflator, month-over-month, May (0.4% expected, 0.3% during prior month); PCE Core Deflator, year-over-year, May (4.8% expected, 4.9% during prior month); MNI Chicago PMI, June (58 expected, 60.3 during prior month)Friday:S&P Global U.S. Manufacturing PMI, June final (52.4 expected, 52.4 prior); Construction Spending, month-over-month, May (0.4% expected, 0.2% during prior month); ISM Manufacturing, June (54.7 expected, 56.1 during prior month); ISM Prices Paid, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); ISM Employment,June (49.6 during prior month); Wards Total Vehicle Sales, June (13.40 million, 12.68 during prior month)—Earnings calendarMondayBefore market open:No notable reports scheduled for release.After market close:Nike(NKE), Jefferies Financial Group(JEF), Trip.com Group(TCOM)TuesdayBefore market open:No notable reports scheduled for release.After market close: AeroVironment(AVAV)WednesdayBefore market open: Barnes & Noble Education(BNED), Bed Bath & Beyond(BBBY), General Mills(GIS), McCormick & Co.(MKC), Paychex(PAYX)After market close: MillerKnoll(MLKN)ThursdayBefore market open: Constellation Brands(STZ)After market close: Micron Technology(MU), Walgreens Boots Alliance(WBA)FridayNo notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049644071,"gmtCreate":1655790351593,"gmtModify":1676535706205,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Great great good&nbsp;","listText":"Great great good&nbsp;","text":"Great great good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049644071","repostId":"9049680193","repostType":1,"repost":{"id":9049680193,"gmtCreate":1655783414724,"gmtModify":1676535704867,"author":{"id":"3527667631258507","authorId":"3527667631258507","name":"VideoLounge","avatar":"https://static.tigerbbs.com/d2c50ee53d2487e186b3c414f8529d52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667631258507","authorIdStr":"3527667631258507"},"themes":[],"htmlText":"\n \n \n  【Forget lunch with Warren Buffett, buy this stock】 Blanke Schein Wealth Management CIO Robert Schein discusses where to put money to work in a volatile market on 'The Claman Countdown.' <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> <a href=\"https://laohu8.com/S/WMT\">$Wal-Mart(WMT)$</a>\n \n","listText":"【Forget lunch with Warren Buffett, buy this stock】 Blanke Schein Wealth Management CIO Robert Schein discusses where to put money to work in a volatile market on 'The Claman Countdown.' <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a> <a href=\"https://laohu8.com/S/WMT\">$Wal-Mart(WMT)$</a>","text":"【Forget lunch with Warren Buffett, buy this stock】 Blanke Schein Wealth Management CIO Robert Schein discusses where to put money to work in a volatile market on 'The Claman Countdown.' $IBM(IBM)$ $Berkshire Hathaway(BRK.B)$ $Wal-Mart(WMT)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049680193","isVote":1,"tweetType":2,"object":{"id":"f2edc9ed5ab84d259d90d9cf044496f9","tweetId":"9049680193","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/07ab26aa387702302276540715/f0.mp4","poster":"https://community-static.tradeup.com/news/e0783527fcf0fba5ee1c72080b5f21a3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049645500,"gmtCreate":1655790275900,"gmtModify":1676535706197,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049645500","repostId":"1134066941","repostType":4,"repost":{"id":"1134066941","kind":"news","pubTimestamp":1655766811,"share":"https://ttm.financial/m/news/1134066941?lang=&edition=fundamental","pubTime":"2022-06-21 07:13","market":"us","language":"en","title":"Tesla: Battery May Create A Winner-Take-All Situation","url":"https://stock-news.laohu8.com/highlight/detail?id=1134066941","media":"Seeking Alpha","summary":"SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Investing in nonlinear stocks like Tesla is all about anticipating nonlinear effects.</li><li>And an effective way involves drawing analogies from other nonlinear situations, especially situations with a wide range and variety.</li><li>The thesis, therefore, is to analyze the similarities between the current EV battery situation and the QWERTY keyboards in the typewriter industry.</li><li>The lack of standardization and the convolution of many non-technical factors can potentially create a winner-take-all situation.</li></ul><p><b>Thesis</b></p><p>Investing in nonlinear stocks like Tesla (NASDAQ:TSLA) is all about anticipating nonlinear effects. Investors not only need to have the ability to see around the corner but also need to do so before most people. However, to say this is hard is simply a truism. And a &#34;trick&#34; I find effective in analyzing nonlinear situations is to draw analogies from another nonlinear situation. I, of course, did not invent this trick. Others have discussed it in length, and books have been written about it. A recent one that I found very readable is David Epstein&#39;s bestseller entitled<i>&#34;Range: Why Generalists Triumph in a Specialized World&#34;</i>. Highly recommended.</p><p>Now, the art of drawing analogies lies in the <i>range</i>(hence the title of Epstein&#39;s book). Drawing analogies from similar situations does not help too much. We need to draw analogies from situations with <i>range</i>. Citing an example from his book, if you try to analyze the new competing landscape amid M&amp;As in a dynamic market, analyzing &#34;similar&#34; M&amp;As won&#39;t be too helpful. Most likely, there are no &#34;similar&#34; prior examples. It is more helpful to draw analogies from a completely different domain, for example, the power struggle of countries during a dynamic time (say Europe during the 1500s and 1600s).</p><p>Now, back to TSLA. The thesis is to analyze the current situation between its battery production and the QWERTY keyboards. Despite (or thanks to) the wide range of these two examples, you will see the central argument is that due to the lack of standardization, the battery issue potentially creates a winner-take-all situation in EV space, just like the QWERTY keyboard did in the keyboard space. Note that the thesis is not to argue if such potential is good or bad. Whether the dominance of the QWERTY keyboard is good or bad depends on your perspective and historical context. The thesis is just that there is such a potential and TSLA is one of the main contenders, thus creating an investment opportunity with enormous upside.</p><p><b>QWERTY Keyboard and EV Battery</b></p><p>A bit of background on the QWERTY keyboard first - in the off chance that some readers never paid attention to its history. The QWERTY design was designed for typewriters and became popular in 1878. It has remained in ubiquitous use since then. Before it became popular, there was a multitude of contemporary alternatives. But once it did, it dominated and became the <i>only</i> one left.</p><p>Now, back again to TSLA and batteries. A few key similarities here. First, the battery issue now, just like the keyboard design in the 1870s, lacks standardization and there is a multitude of alternative designs. TSLA itself has used and is still using multiple cell designs (18650, 2170, and more recently 4680), and it is unlikely that the EV industry will reach a standardization agreement anytime soon.</p><p>Second, the battery issue is crucial to the EV industry, just like the keyboard design is to the typewriter industry. We will elaborate more on the importance later.</p><p>Third, the winner does not have to be the &#34;best&#34; design, just like in the typewriter case. Many readers try to analyze the technical superiority of battery design A vs B. But the matter of fact is that in a highly nonlinear and dynamic market, many factors besides technical superiority contribute and convolute. Furthermore, once dominance is established, it sticks. The QWERTY keyboard in a sense is the least efficient design for modern computers, but this does not stop it from being <i>the</i> standard keyboard today when jamming the keys is a concern at all.</p><p><b>TSLA&#39;s Battery Plan</b></p><p>Let&#39;s discuss the crucial role of the battery issue in the EV industry. Simply put, it is <i>the</i> bottleneck issue. In my view, our EV problem equals a battery problem. TSLA (and other EV players too) recognized the issue a long time ago. For example, back in its 2020 Battery Day presentation, TSLA announced a battery plan to improve design, build its own cells, and better integrate the cells into the vehicle.</p><p><img src=\"https://static.tigerbbs.com/ff981e3a652331155c7f5886da20e486\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Investor Presentation</p><p>Fast-forward to 2022, TSLA celebrated its one-millionth 4680 cell production earlier in the year, as you can see from the following Twitter message sent out by Elon Musk. It&#39;s a baby step, admittedly. Each Model Y needs about 1k of these cells. So 1 million 4680 cells are only enough for about 1,000 Model Ys. But it is a good start. Because the next steps can be so nonlinear that a small step can create far-fetching ripple effects, as discussed next.</p><p><img src=\"https://static.tigerbbs.com/94210d04b6183bf77eef16f988b8f857\" tg-width=\"640\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Official Twitter</p><p><b>Nonlinear Effects of Battery</b></p><p>First, some technical background. Compared to the earlier 2170 cells, each 4680 cell is about 5x large in volume and can, therefore, hold about 5x the energy of each 2170 cell. Regarding the 4680 cells, a common comment from readers to my other battery article involves a zero-sum counter-argument. Since each 4680 cell is 5x larger than 2170 cells in volume and only delivers 5x more energy, are they not the same? In terms of material cost, manufacturing cost, weight, et al?</p><p>My answer is no because of the second-order effects. Not all the components scale equally. For example, the weight of the steel casings is less in the 4680 which would allow greater amounts of active components (it has to do with the surface area/volume ratio, a detail best left for the comment section). Furthermore, 5x more energy means 5x fewer <i>numbers</i> of cells used per vehicle. When the number of cells decreases, the use of connectors, assemble difficulty, and logistics all decrease. In the end, the 4680 cells can deliver 6x the power (the distinction between energy and power is again best left for the comments) and boost the driving range by 16%.</p><p>Then there are even higher-order effects and non-technical effects (well, maybe still technical, just beyond the range of battery technicalities). For example, the in-house production of 4680 cells can lead to more streamlined battery-vehicle integration. Further down the road, battery-software integration would be the next logical step toward driving range optimization and even autonomous driving.</p><p><img src=\"https://static.tigerbbs.com/31b141b337b16ad62a5734d606f84b89\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Investor Presentation</p><p><b>Final Thoughts and Risks</b></p><p>In my view, our EV problem is a battery problem. And the battery problem has the potential to create a win-take-all situation in the EV space, just like the QWERTY keyboard did for typewriters. These two situations share many similarities: notably the lack of standardization and the convolution of many non-technical factors. TSLA&#39;s in-house production of the 4680 cells is admittedly a small step on the battery front. But it creates the potential to trigger other high-order effects. I view it as a bullish catalyst, and it puts TSLA in a more advantageous position as a contender.</p><p>TSLA faces many risks, both in terms of its batteries and beyond.</p><p>It is currently facing supply chain constraints and rising costs (especially on raw materials and electronics for batteries). As a result, it has just announced significant increases of the prices of EVs with some models going up by as much as $6,000. Whether these price increases can work out successfully or not remains to be seen.</p><p>Economies-of-scale is a limiting factor to reduce battery costs, and TSLA&#39;s 4680 cells have not reached this critical scale yet (far away from it). The earlier 18650 cells, for example, have taken billions of units produced to make them economically attractive to a wide range of producers and end-users.</p><p>TSLA&#39;s vertical integration plan in the battery space also faces uncertainties and competition. On its 2020 Battery Day, TSLA announced its planned entry into lithium mining. The plan was to start with buying lithium claims on 10,000 acres in Nevada. But nothing has really happened so far (while other players including Berkshire Hathaway (BRK.A) (BRK.B) have been actively developing lithium extraction techniques and facilities). AndMusk Twittedrecently about &#34;actually&#34; getting on with this (the emphases were added by me):</p><blockquote>&#34;Price of lithium has gone to insane levels! Tesla<b>might actually have to</b>get into the mining and refining directly at scale, unless costs improve. There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.&#34;</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Battery May Create A Winner-Take-All Situation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Battery May Create A Winner-Take-All Situation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an effective way involves drawing analogies from other nonlinear situations, especially situations with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134066941","content_text":"SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an effective way involves drawing analogies from other nonlinear situations, especially situations with a wide range and variety.The thesis, therefore, is to analyze the similarities between the current EV battery situation and the QWERTY keyboards in the typewriter industry.The lack of standardization and the convolution of many non-technical factors can potentially create a winner-take-all situation.ThesisInvesting in nonlinear stocks like Tesla (NASDAQ:TSLA) is all about anticipating nonlinear effects. Investors not only need to have the ability to see around the corner but also need to do so before most people. However, to say this is hard is simply a truism. And a \"trick\" I find effective in analyzing nonlinear situations is to draw analogies from another nonlinear situation. I, of course, did not invent this trick. Others have discussed it in length, and books have been written about it. A recent one that I found very readable is David Epstein's bestseller entitled\"Range: Why Generalists Triumph in a Specialized World\". Highly recommended.Now, the art of drawing analogies lies in the range(hence the title of Epstein's book). Drawing analogies from similar situations does not help too much. We need to draw analogies from situations with range. Citing an example from his book, if you try to analyze the new competing landscape amid M&As in a dynamic market, analyzing \"similar\" M&As won't be too helpful. Most likely, there are no \"similar\" prior examples. It is more helpful to draw analogies from a completely different domain, for example, the power struggle of countries during a dynamic time (say Europe during the 1500s and 1600s).Now, back to TSLA. The thesis is to analyze the current situation between its battery production and the QWERTY keyboards. Despite (or thanks to) the wide range of these two examples, you will see the central argument is that due to the lack of standardization, the battery issue potentially creates a winner-take-all situation in EV space, just like the QWERTY keyboard did in the keyboard space. Note that the thesis is not to argue if such potential is good or bad. Whether the dominance of the QWERTY keyboard is good or bad depends on your perspective and historical context. The thesis is just that there is such a potential and TSLA is one of the main contenders, thus creating an investment opportunity with enormous upside.QWERTY Keyboard and EV BatteryA bit of background on the QWERTY keyboard first - in the off chance that some readers never paid attention to its history. The QWERTY design was designed for typewriters and became popular in 1878. It has remained in ubiquitous use since then. Before it became popular, there was a multitude of contemporary alternatives. But once it did, it dominated and became the only one left.Now, back again to TSLA and batteries. A few key similarities here. First, the battery issue now, just like the keyboard design in the 1870s, lacks standardization and there is a multitude of alternative designs. TSLA itself has used and is still using multiple cell designs (18650, 2170, and more recently 4680), and it is unlikely that the EV industry will reach a standardization agreement anytime soon.Second, the battery issue is crucial to the EV industry, just like the keyboard design is to the typewriter industry. We will elaborate more on the importance later.Third, the winner does not have to be the \"best\" design, just like in the typewriter case. Many readers try to analyze the technical superiority of battery design A vs B. But the matter of fact is that in a highly nonlinear and dynamic market, many factors besides technical superiority contribute and convolute. Furthermore, once dominance is established, it sticks. The QWERTY keyboard in a sense is the least efficient design for modern computers, but this does not stop it from being the standard keyboard today when jamming the keys is a concern at all.TSLA's Battery PlanLet's discuss the crucial role of the battery issue in the EV industry. Simply put, it is the bottleneck issue. In my view, our EV problem equals a battery problem. TSLA (and other EV players too) recognized the issue a long time ago. For example, back in its 2020 Battery Day presentation, TSLA announced a battery plan to improve design, build its own cells, and better integrate the cells into the vehicle.TSLA Investor PresentationFast-forward to 2022, TSLA celebrated its one-millionth 4680 cell production earlier in the year, as you can see from the following Twitter message sent out by Elon Musk. It's a baby step, admittedly. Each Model Y needs about 1k of these cells. So 1 million 4680 cells are only enough for about 1,000 Model Ys. But it is a good start. Because the next steps can be so nonlinear that a small step can create far-fetching ripple effects, as discussed next.TSLA Official TwitterNonlinear Effects of BatteryFirst, some technical background. Compared to the earlier 2170 cells, each 4680 cell is about 5x large in volume and can, therefore, hold about 5x the energy of each 2170 cell. Regarding the 4680 cells, a common comment from readers to my other battery article involves a zero-sum counter-argument. Since each 4680 cell is 5x larger than 2170 cells in volume and only delivers 5x more energy, are they not the same? In terms of material cost, manufacturing cost, weight, et al?My answer is no because of the second-order effects. Not all the components scale equally. For example, the weight of the steel casings is less in the 4680 which would allow greater amounts of active components (it has to do with the surface area/volume ratio, a detail best left for the comment section). Furthermore, 5x more energy means 5x fewer numbers of cells used per vehicle. When the number of cells decreases, the use of connectors, assemble difficulty, and logistics all decrease. In the end, the 4680 cells can deliver 6x the power (the distinction between energy and power is again best left for the comments) and boost the driving range by 16%.Then there are even higher-order effects and non-technical effects (well, maybe still technical, just beyond the range of battery technicalities). For example, the in-house production of 4680 cells can lead to more streamlined battery-vehicle integration. Further down the road, battery-software integration would be the next logical step toward driving range optimization and even autonomous driving.TSLA Investor PresentationFinal Thoughts and RisksIn my view, our EV problem is a battery problem. And the battery problem has the potential to create a win-take-all situation in the EV space, just like the QWERTY keyboard did for typewriters. These two situations share many similarities: notably the lack of standardization and the convolution of many non-technical factors. TSLA's in-house production of the 4680 cells is admittedly a small step on the battery front. But it creates the potential to trigger other high-order effects. I view it as a bullish catalyst, and it puts TSLA in a more advantageous position as a contender.TSLA faces many risks, both in terms of its batteries and beyond.It is currently facing supply chain constraints and rising costs (especially on raw materials and electronics for batteries). As a result, it has just announced significant increases of the prices of EVs with some models going up by as much as $6,000. Whether these price increases can work out successfully or not remains to be seen.Economies-of-scale is a limiting factor to reduce battery costs, and TSLA's 4680 cells have not reached this critical scale yet (far away from it). The earlier 18650 cells, for example, have taken billions of units produced to make them economically attractive to a wide range of producers and end-users.TSLA's vertical integration plan in the battery space also faces uncertainties and competition. On its 2020 Battery Day, TSLA announced its planned entry into lithium mining. The plan was to start with buying lithium claims on 10,000 acres in Nevada. But nothing has really happened so far (while other players including Berkshire Hathaway (BRK.A) (BRK.B) have been actively developing lithium extraction techniques and facilities). AndMusk Twittedrecently about \"actually\" getting on with this (the emphases were added by me):\"Price of lithium has gone to insane levels! Teslamight actually have toget into the mining and refining directly at scale, unless costs improve. There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057479574,"gmtCreate":1655559625998,"gmtModify":1676535661818,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057479574","repostId":"1184675698","repostType":4,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057924630,"gmtCreate":1655454156820,"gmtModify":1676535642939,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057924630","repostId":"1183791597","repostType":4,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055667243,"gmtCreate":1655266545282,"gmtModify":1676535600671,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055667243","repostId":"9052241403","repostType":1,"repost":{"id":9052241403,"gmtCreate":1655184752893,"gmtModify":1676535577725,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312667271286","authorIdStr":"3534312667271286"},"themes":[],"title":"The Fed will make a big move this week ,How will gold and oil change?","htmlText":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","listText":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","text":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","images":[{"img":"https://static.tigerbbs.com/ecfe2fe3cee7323f1f78c623834e5d53","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052241403","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664776,"gmtCreate":1655266473595,"gmtModify":1676535600661,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664776","repostId":"1133911582","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664247,"gmtCreate":1655266462789,"gmtModify":1676535600644,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664247","repostId":"1121036050","repostType":4,"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664804,"gmtCreate":1655266451808,"gmtModify":1676535600647,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664804","repostId":"2243760653","repostType":4,"repost":{"id":"2243760653","kind":"highlight","pubTimestamp":1655265222,"share":"https://ttm.financial/m/news/2243760653?lang=&edition=fundamental","pubTime":"2022-06-15 11:53","market":"us","language":"en","title":"Wells Fargo Unveils Its Recession Stock Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2243760653","media":"seekingalpha","summary":"Wells Fargo says it is time to close out reopening trades and focus on the new landscape of a slowin","content":"<html><head></head><body><p>Wells Fargo says it is time to close out reopening trades and focus on the new landscape of a slowing economy.</p><p>The rise in the 2-year Treasury yield (SHY) above 3% was the catalyst for a hard economic landing to become the base case, senior equity analyst Chris Harvey wrote in a note Tuesday.</p><p>The team is moving to Neutral from Overweight in their High Covid Beta reopening portfolio, which rose 48% since its inception in October 2020, compared with an 11% rise in the S&amp;P 500(SPY). The High Beta portfolio is -10% year to date, besting the 21% drop in the S&amp;P.</p><p>The economy faces a markets-driven recession, according to Harvey.</p><p>&#34;According to Fed data, at the end of 2021 nearly one quarter (24.3%) of US household assets were in equities,&#34; he said. &#34;We viewed this as a major risk as a material, extended sell-off likely would impair sentiment and discretionary spending.&#34;</p><p>&#34;We believe this vicious cycle has been triggered - and is complicated by the corner the Fed has painted itself into. We estimate US household assets could decline some $6T (4%) in 2Q22 due to the market selloff.&#34;</p><p>Once in a recession, the Fed will likely turn quickly to easing, Harvey said.</p><p>&#34;For equities, this would mean more volatility, a better bid for risk-aversion, and a decay of cyclicality until the easing cycle begins. Therefore, our shift on the reopening names.&#34;</p><p>&#34;We are not looking for a level, but rather an event (or events) to stabilize equities,&#34; Harvey added. &#34;Stocks likely will find a bottom when the market believes Fed hikes will begin to decelerate. To get there, we will need to see jobless claims numbers continue to rise, suggesting supply/demand is better aligning and breakevens continue to decline (implying inflation expectations are abating).&#34;</p><p>&#34;We believe this is still off in the distance.&#34;</p><p>The recession portfolio by sector (all stocks weighted 1.8%):</p><p>Communication Services (XLC)</p><ol><li><a href=\"https://laohu8.com/S/FOX\">Fox</a></li><li><a href=\"https://laohu8.com/S/T\">AT&amp;T </a></li><li><a href=\"https://laohu8.com/S/EA\">Electronic Arts </a></li><li><a href=\"https://laohu8.com/S/CMCSA\">Comcast </a></li><li><a href=\"https://laohu8.com/S/VZ\">Verizon </a></li></ol><p>Consumer Discretionary (XLY)</p><ol><li><a href=\"https://laohu8.com/S/LOW\">Lowe&#39;s</a></li><li><a href=\"https://laohu8.com/S/GRMN\">Garmin </a></li><li><a href=\"https://laohu8.com/S/GPC\">Genuine Parts </a></li><li><a href=\"https://laohu8.com/S/YUM\">Yum! Brands </a></li><li><a href=\"https://laohu8.com/S/MCD\">McDonald&#39;s </a></li></ol><p>Consumer Staples (XLP)</p><ol><li><a href=\"https://laohu8.com/S/HSY\">Hershey </a></li><li><a href=\"https://laohu8.com/S/MDLZ\">Mondelez </a></li><li><a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive </a></li><li><a href=\"https://laohu8.com/S/KO\">Coca-Cola </a></li><li><a href=\"https://laohu8.com/S/PEP\">PepsiCo </a></li></ol><p>Energy (XLE)</p><ol><li><a href=\"https://laohu8.com/S/MPC\">Marathon </a></li><li><a href=\"https://laohu8.com/S/OKE\">ONEOK </a></li><li><a href=\"https://laohu8.com/S/CVX\">Chevron </a></li><li><a href=\"https://laohu8.com/S/WMB\">Williams </a></li><li><a href=\"https://laohu8.com/S/KMI\">Kinder Morgan </a></li></ol><p>Financials (XLF)</p><ol><li><a href=\"https://laohu8.com/S/TRV\">Travelers </a></li><li><a href=\"https://laohu8.com/S/WRB\">W.R. Berkley </a></li><li><a href=\"https://laohu8.com/S/CB\">Chubb </a></li><li><a href=\"https://laohu8.com/S/L\">Loews </a></li><li><a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway </a></li></ol><p>Healthcare (XLV)</p><ol><li><a href=\"https://laohu8.com/S/AMGN\">Amgen </a></li><li><a href=\"https://laohu8.com/S/GILD\">Gilead </a></li><li><a href=\"https://laohu8.com/S/MRK\">Merck </a></li><li><a href=\"https://laohu8.com/S/JNJ\">J&amp;J </a></li><li><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers </a></li></ol><p>Industrials (XLI)</p><ol><li><a href=\"https://laohu8.com/S/MMM\">3M</a></li><li><a href=\"https://laohu8.com/S/GD\">General Dynamics </a></li><li><a href=\"https://laohu8.com/S/RSG\">Republic Services </a></li><li><a href=\"https://laohu8.com/S/AME\">Ametek </a></li><li><a href=\"https://laohu8.com/S/WM\">Waste Management </a></li></ol><p>Info Tech (XLK)</p><ol><li><a href=\"https://laohu8.com/S/ADP\">Automatic Data </a></li><li><a href=\"https://laohu8.com/S/BR\">Broadridge Financial </a></li><li><a href=\"https://laohu8.com/S/ROP\">Roper Technology </a></li><li><a href=\"https://laohu8.com/S/JKHY\">Jack Henry </a></li><li><a href=\"https://laohu8.com/S/IBM\">IBM</a></li></ol><p>Materials (XLB)</p><ol><li><a href=\"https://laohu8.com/S/PKG\">Packaging Corp. </a></li><li><a href=\"https://laohu8.com/S/APD\">Air Products </a></li><li><a href=\"https://laohu8.com/S/DOW\">Dow </a></li><li><a href=\"https://laohu8.com/S/CTVA\">Corteva </a></li><li><a href=\"https://laohu8.com/S/IP\">International Paper </a></li></ol><p>Real Estate (XLRE)</p><ol><li><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a></li><li><a href=\"https://laohu8.com/S/MAA\">Mid-America Apartment </a></li><li><a href=\"https://laohu8.com/S/AVB\">AvalonBay </a></li><li><a href=\"https://laohu8.com/S/WELL\">Welltower</a></li><li><a href=\"https://laohu8.com/S/O\">Realty Income </a></li></ol><p>Utilities (XLU)</p><ol><li><a href=\"https://laohu8.com/S/DTE\">DTE Energy </a></li><li><a href=\"https://laohu8.com/S/D\">Dominion Energy </a></li><li><a href=\"https://laohu8.com/S/PEG\">Public Service Enterprise Group </a></li><li><a href=\"https://laohu8.com/S/DUK\">Duke Energy </a></li><li><a href=\"https://laohu8.com/S/AEE\">Ameren </a></li></ol></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo Unveils Its Recession Stock Portfolio</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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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\">\nWells Fargo Unveils Its Recession Stock Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3848418-wells-fargo-unveils-its-recession-stock-portfolio><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wells Fargo says it is time to close out reopening trades and focus on the new landscape of a slowing economy.The rise in the 2-year Treasury yield (SHY) above 3% was the catalyst for a hard economic ...</p>\n\n<a href=\"https://seekingalpha.com/news/3848418-wells-fargo-unveils-its-recession-stock-portfolio\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WM":"美国废物管理","AEE":"阿曼瑞恩","MMM":"3M","GD":"通用动力","BMY":"施贵宝","AMGN":"安进"},"source_url":"https://seekingalpha.com/news/3848418-wells-fargo-unveils-its-recession-stock-portfolio","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2243760653","content_text":"Wells Fargo says it is time to close out reopening trades and focus on the new landscape of a slowing economy.The rise in the 2-year Treasury yield (SHY) above 3% was the catalyst for a hard economic landing to become the base case, senior equity analyst Chris Harvey wrote in a note Tuesday.The team is moving to Neutral from Overweight in their High Covid Beta reopening portfolio, which rose 48% since its inception in October 2020, compared with an 11% rise in the S&P 500(SPY). The High Beta portfolio is -10% year to date, besting the 21% drop in the S&P.The economy faces a markets-driven recession, according to Harvey.\"According to Fed data, at the end of 2021 nearly one quarter (24.3%) of US household assets were in equities,\" he said. \"We viewed this as a major risk as a material, extended sell-off likely would impair sentiment and discretionary spending.\"\"We believe this vicious cycle has been triggered - and is complicated by the corner the Fed has painted itself into. We estimate US household assets could decline some $6T (4%) in 2Q22 due to the market selloff.\"Once in a recession, the Fed will likely turn quickly to easing, Harvey said.\"For equities, this would mean more volatility, a better bid for risk-aversion, and a decay of cyclicality until the easing cycle begins. Therefore, our shift on the reopening names.\"\"We are not looking for a level, but rather an event (or events) to stabilize equities,\" Harvey added. \"Stocks likely will find a bottom when the market believes Fed hikes will begin to decelerate. To get there, we will need to see jobless claims numbers continue to rise, suggesting supply/demand is better aligning and breakevens continue to decline (implying inflation expectations are abating).\"\"We believe this is still off in the distance.\"The recession portfolio by sector (all stocks weighted 1.8%):Communication Services (XLC)FoxAT&T Electronic Arts Comcast Verizon Consumer Discretionary (XLY)Lowe'sGarmin Genuine Parts Yum! Brands McDonald's Consumer Staples (XLP)Hershey Mondelez Colgate-Palmolive Coca-Cola PepsiCo Energy (XLE)Marathon ONEOK Chevron Williams Kinder Morgan Financials (XLF)Travelers W.R. Berkley Chubb Loews Berkshire Hathaway Healthcare (XLV)Amgen Gilead Merck J&J Bristol-Myers Industrials (XLI)3MGeneral Dynamics Republic Services Ametek Waste Management Info Tech (XLK)Automatic Data Broadridge Financial Roper Technology Jack Henry IBMMaterials (XLB)Packaging Corp. Air Products Dow Corteva International Paper Real Estate (XLRE)Healthpeak PropertiesMid-America Apartment AvalonBay WelltowerRealty Income Utilities (XLU)DTE Energy Dominion Energy Public Service Enterprise Group Duke Energy Ameren","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664311,"gmtCreate":1655266437534,"gmtModify":1676535600678,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664311","repostId":"1126202775","repostType":4,"repost":{"id":"1126202775","kind":"news","pubTimestamp":1655265247,"share":"https://ttm.financial/m/news/1126202775?lang=&edition=fundamental","pubTime":"2022-06-15 11:54","market":"sg","language":"en","title":"Grab Buys, Relaunches Food Review Site HungryGoWhere","url":"https://stock-news.laohu8.com/highlight/detail?id=1126202775","media":"businesstimes","summary":"GRAB on Wednesday (Jun 15) said it has bought and relaunched food reviews and restaurant reservation","content":"<div>\n<p>GRAB on Wednesday (Jun 15) said it has bought and relaunched food reviews and restaurant reservations site HungryGoWhere and its accompanying social media channels.The site, which provides food ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/garage/grab-buys-relaunches-food-review-site-hungrygowhere\">Web Link</a>\n\n</div>\n","source":"bustime_highlight","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>Grab Buys, Relaunches Food Review Site HungryGoWhere</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\">\nGrab Buys, Relaunches Food Review Site HungryGoWhere\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/garage/grab-buys-relaunches-food-review-site-hungrygowhere><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GRAB on Wednesday (Jun 15) said it has bought and relaunched food reviews and restaurant reservations site HungryGoWhere and its accompanying social media channels.The site, which provides food ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/garage/grab-buys-relaunches-food-review-site-hungrygowhere\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.businesstimes.com.sg/garage/grab-buys-relaunches-food-review-site-hungrygowhere","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126202775","content_text":"GRAB on Wednesday (Jun 15) said it has bought and relaunched food reviews and restaurant reservations site HungryGoWhere and its accompanying social media channels.The site, which provides food reviews, deals and allows users to make restaurant reservations, was previously owned by Singtel and had closed in 2021.Grab said the new HungryGoWhere brand will aim to \"address the growing interest of diners to reconnect with our local food scene in much deeper ways\", as the dining scene regains vibrancy amid the easing of the Covid-19 pandemic.On top of restaurant reviews, deals and reservations, the site will also spotlight up-and-coming personalities and the origins of popular foods.Grab said the site will leverage on insights derived from its superapp data, including popular food trends and frequently visited places in Singapore.Relevant stories on HungryGoWhere will also be shared on the Grab app and on Grab’s marketing channels.Cifer Ong, managing director of strategy and partnerships at Grab Singapore, said: “Eventually, we want to establish Grab and our associated brands as the go-to source for diners seeking the best food recommendations and F&B (food and beverage) brands looking to grow their business.”HungryGoWhere shut earlier in July 2021. Then, Singtel – which acquired HungryGoWhere in 2012 for S$12 million – said the site faced severe challenges from competition in the industry, which was exacerbated by the pandemic.The closure also came as Singtel was undergoing a strategic review of its digital businesses Amobee and Trustwave, and a year after it closed streaming service Hooq Digital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9909268313,"gmtCreate":1658881132032,"gmtModify":1676536222070,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909268313","repostId":"2254878962","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058819817,"gmtCreate":1654820495139,"gmtModify":1676535516032,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058819817","repostId":"2242631833","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045581817,"gmtCreate":1656635015339,"gmtModify":1676535867285,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Okkk","listText":"Okkk","text":"Okkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045581817","repostId":"2248856462","repostType":4,"repost":{"id":"2248856462","kind":"highlight","pubTimestamp":1656630900,"share":"https://ttm.financial/m/news/2248856462?lang=&edition=fundamental","pubTime":"2022-07-01 07:15","market":"us","language":"en","title":"The S&P 500 Had Its Worst First Half Since 1970. What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2248856462","media":"Barrons","summary":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many inv","content":"<html><head></head><body><p>The S&amp;P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.</p><p>In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&amp;P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.</p><p>Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&amp;P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.</p><p>Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.</p><p>With its 20.6% loss year to date, the S&amp;P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.</p><p>Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.</p><p>Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.</p><p>Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&amp;P 500 have fallen 33%, while communications services are down 30%.</p><p>Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&amp;P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/c4e2b054b20b2cf34312e2f14d032869\" tg-width=\"996\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.</p><p>As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.</p><p>The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.</p><p>“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&amp;P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.</p><p>Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&amp;P 500 could bottom as low as 3000 in a worst-case scenario.</p><p>If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.</p><p>Indeed, during previous years when the S&amp;P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.</p><p>Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&amp;P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.</p><p>Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.</p><p>Although Citi has lowered its year-end target for the S&amp;P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.</p></body></html>","source":"lsy1601382232898","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 S&P 500 Had Its Worst First Half Since 1970. What Comes Next</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 S&P 500 Had Its Worst First Half Since 1970. What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248856462","content_text":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.With its 20.6% loss year to date, the S&P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&P 500 have fallen 33%, while communications services are down 30%.Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&P 500 could bottom as low as 3000 in a worst-case scenario.If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.Indeed, during previous years when the S&P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.Although Citi has lowered its year-end target for the S&P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664093,"gmtCreate":1655266425713,"gmtModify":1676535600637,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664093","repostId":"2243984945","repostType":4,"repost":{"id":"2243984945","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655247566,"share":"https://ttm.financial/m/news/2243984945?lang=&edition=fundamental","pubTime":"2022-06-15 06:59","market":"us","language":"en","title":"US STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=2243984945","media":"Reuters","summary":"(Reuters) - The S&P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-o","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank&#39;s policy path will be.</p><p>Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-15 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank&#39;s policy path will be.</p><p>Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243984945","content_text":"(Reuters) - The S&P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank's policy path will be.Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.However, views that a 75 basis point hike was on the table have been growing after Friday's higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME's FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.\"Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,\" said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.\"The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.\"The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.The benchmark S&P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday's declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664776,"gmtCreate":1655266473595,"gmtModify":1676535600661,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664776","repostId":"1133911582","repostType":4,"repost":{"id":"1133911582","kind":"news","pubTimestamp":1655264561,"share":"https://ttm.financial/m/news/1133911582?lang=&edition=fundamental","pubTime":"2022-06-15 11:42","market":"sg","language":"en","title":"SGX \"Improves\" As SDAV up By 18% in May: RHB","url":"https://stock-news.laohu8.com/highlight/detail?id=1133911582","media":"Singapore Business Review","summary":"Its derivatives daily average volume rose by 13%.Singapore Exchange’s (SGX) market had a “strong imp","content":"<html><head></head><body><p><b>Its derivatives daily average volume rose by 13%.</b></p><p>Singapore Exchange’s (SGX) market had a “strong improvement,” on a monthly basis, in May 2022, with its securities daily average value (SDAV) rising 18%, banking firm, RHB, said.</p><p>Moreover, SGX’s derivatives daily average volume went up 13%, RHB said.</p><p>For the fiscal year of 2022, RHB said the listing company’s year-to-date SDAV was 6% lower.</p><p>Amongst the top “BUYs” with large and mid-market cap are ComfortDelGro, DBS, Singtel, ST Engineering, Suntec Reit, ThaiBev, and Venture Corporation.</p><p>Top BUYs in the small market cap are ESR-Reit, Food Empire, and HRNetGroup.</p></body></html>","source":"lsy1636087647417","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>SGX \"Improves\" As SDAV up By 18% in May: RHB</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\">\nSGX \"Improves\" As SDAV up By 18% in May: RHB\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/stocks/news/sgx-improves-sdav-18-in-may-rhb><strong>Singapore Business Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its derivatives daily average volume rose by 13%.Singapore Exchange’s (SGX) market had a “strong improvement,” on a monthly basis, in May 2022, with its securities daily average value (SDAV) rising ...</p>\n\n<a href=\"https://sbr.com.sg/stocks/news/sgx-improves-sdav-18-in-may-rhb\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所"},"source_url":"https://sbr.com.sg/stocks/news/sgx-improves-sdav-18-in-may-rhb","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133911582","content_text":"Its derivatives daily average volume rose by 13%.Singapore Exchange’s (SGX) market had a “strong improvement,” on a monthly basis, in May 2022, with its securities daily average value (SDAV) rising 18%, banking firm, RHB, said.Moreover, SGX’s derivatives daily average volume went up 13%, RHB said.For the fiscal year of 2022, RHB said the listing company’s year-to-date SDAV was 6% lower.Amongst the top “BUYs” with large and mid-market cap are ComfortDelGro, DBS, Singtel, ST Engineering, Suntec Reit, ThaiBev, and Venture Corporation.Top BUYs in the small market cap are ESR-Reit, Food Empire, and HRNetGroup.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664804,"gmtCreate":1655266451808,"gmtModify":1676535600647,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664804","repostId":"2243760653","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909261626,"gmtCreate":1658881122565,"gmtModify":1676536222062,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909261626","repostId":"2254387856","repostType":4,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098273201,"gmtCreate":1644161703903,"gmtModify":1676533895408,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"What are your thoughts on the recent market ?&nbsp;","listText":"What are your thoughts on the recent market ?&nbsp;","text":"What are your thoughts on the recent market 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Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070883599,"gmtCreate":1657042364311,"gmtModify":1676535937376,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Wok","listText":"Wok","text":"Wok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070883599","repostId":"1121786992","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046128163,"gmtCreate":1656314855852,"gmtModify":1676535804721,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046128163","repostId":"1184080362","repostType":4,"repost":{"id":"1184080362","kind":"news","pubTimestamp":1656283742,"share":"https://ttm.financial/m/news/1184080362?lang=&edition=fundamental","pubTime":"2022-06-27 06:49","market":"us","language":"en","title":"Stocks Pace Towards Worst Start since 1970: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184080362","media":"Yahoo Finance","summary":"The week ahead will bring to an end the second quarter and the first half of what has been a challen","content":"<html><head></head><body><p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.</p><p>Several key economic reports, including core PCE inflation – the Federal Reserve&#39;s preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath &amp; Beyond (BBBY).</p><p>The S&amp;P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.</p><p>The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&amp;P 500 lost 15% or more in the first six months of a year; through Friday&#39;s close, the benchmark index was down just under 18%.</p><p>“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.</p><p>And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.</p><p>Although analysts have lowered their price targets on S&amp;P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.</p><p>This suggests analysts expect the index to rise by more than 30% in the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec36198085b4a3361002d2db9a792adf\" tg-width=\"960\" tg-height=\"556\" width=\"100%\" height=\"auto\"/><span>The S&amp;P 500 bottom-up target price. vs. closing price over the past 12 months.</span></p><p>J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.</p><p>“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. &#34;On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.&#34;</p><p>On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.</p><p>Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.</p><p>The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a3c816f919804bca939b29921c02462\" tg-width=\"960\" tg-height=\"644\" width=\"100%\" height=\"auto\"/><span>U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. Calvert</span></p><p>The latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.</p><p>“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.</p><p>Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.</p><p>On the earnings side, reports from Nike (NKE), Bed Bath &amp; Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.</p><p>—</p><p><b>Economic calendar</b></p><p><b>Monday:</b><b><i>Durable Goods Orders</i></b>, May preliminary (0.2% expected, 0.5% during prior month); <b><i>Durables Excluding Transportation</i></b>, May preliminary (0.3% expected, 0.4% during prior month); <b><i>Pending Home Sales</i></b>, month-over-month, May (-3.9% expected, -3.9% during prior month);<b><i>Pending Home Sales NSA</i></b>, year-over-year, April (-11.5% during prior month); <b><i>Dallas Fed Manufacturing Activity</i></b>, June (-6.5 expected, -7.3 during prior month)</p><p><b>Tuesday:</b><b><i>Advance Goods Trade Balance</i></b>, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); <b><i>Wholesale Inventories</i></b>, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); <b><i>Retail Inventories</i></b>, month-over-month, May (1.6 expected, 0.7% during prior month); <b><i>FHFA Housing Pricing Index</i></b>, April (1.6% expected, 1.5% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, April (1.85% expected, 2.42% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, April (21.20% expected, 21.17% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>, year-over-year, April (20.55% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, June (100 expected, 106.4 during prior month); <b><i>Richmond Fed Manufacturing Index</i></b>, June (-5 expected, -9 during prior month)</p><p><b>Wednesday:</b><b><i>MBA Mortgage Applications</i></b>, week ended June 24 (-4.2% during prior week); <b><i>GDP Annualized</i></b>, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); <b><i>Personal Consumption</i></b>, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); <b><i>GDP Price Index</i></b>, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); <b><i>Core PCE</i></b>, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)</p><p><b>Thursday:</b><b><i>Personal Income</i></b>, month-over-month, May (0.5% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, month-over-month, May (0.4% expected, 0.9% during prior month); <b><i>Real Personal Spending</i></b>, month-over-month, May (-0.2% expected, 0.7% during prior month);<b><i>Initial Jobless Claims</i></b>, week ended June 25 (230,000 expected, 229,000 during prior week); <b><i>Continuing Claims</i></b>, week ended June 18 (1.310 million expected, 1.315 million during prior week);<b><i>PCE Deflator</i></b>, month-over-month, May (0.7% expected, 0.2% during prior month); <b><i>PCE Deflator</i></b>, year-over-year, May (6.4% expected, 6.3% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, May (0.4% expected, 0.3% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, May (4.8% expected, 4.9% during prior month); <b><i>MNI Chicago PMI</i></b>, June (58 expected, 60.3 during prior month)</p><p><b>Friday:</b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, June final (52.4 expected, 52.4 prior); <b><i>Construction Spending</i></b>, month-over-month, May (0.4% expected, 0.2% during prior month); <b><i>ISM Manufacturing</i></b>, June (54.7 expected, 56.1 during prior month); <b><i>ISM Prices Paid</i></b>, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); <b><i>ISM Employment,</i></b>June (49.6 during prior month); <b><i>Wards Total Vehicle Sales</i></b>, June (13.40 million, 12.68 during prior month)</p><p>—</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close:<b>Nike</b>(NKE), <b>Jefferies Financial Group</b>(JEF), <b>Trip.com Group</b>(TCOM)</p><p><b>Tuesday</b></p><p>Before market open:<i>No notable reports scheduled for release.</i></p><p>After market close: <b>AeroVironment</b>(AVAV)</p><p><b>Wednesday</b></p><p>Before market open: <b>Barnes &amp; Noble Education</b>(BNED), <b>Bed Bath &amp; Beyond</b>(BBBY), <b>General Mills</b>(GIS), <b>McCormick &amp; Co.</b>(MKC), <b>Paychex</b>(PAYX)</p><p>After market close: <b>MillerKnoll</b>(MLKN)</p><p><b>Thursday</b></p><p>Before market open: <b>Constellation Brands</b>(STZ)</p><p>After market close: <b>Micron Technology</b>(MU), <b>Walgreens Boots Alliance</b>(WBA)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Pace Towards Worst Start since 1970: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Pace Towards Worst Start since 1970: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 06:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居",".DJI":"道琼斯","MU":"美光科技","WBA":"沃尔格林联合博姿",".IXIC":"NASDAQ Composite","NKE":"耐克",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-in-markets-june-27-184417186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184080362","content_text":"The week ahead will bring to an end the second quarter and the first half of what has been a challenging 2022 for investors.Several key economic reports, including core PCE inflation – the Federal Reserve's preferred measure of consumer prices – are on tap, along with earnings from Nike (NKE), Jefferies (JEF), Micron Technology (MU), and Bed Bath & Beyond (BBBY).The S&P 500 rose by more than 3% on Friday and gained over 6% for the week, its second-best week this year and its first weekly rise since late May.The benchmark index still remains on pace for one its worst opening six months since 1970. Only five times since 1932 has the S&P 500 lost 15% or more in the first six months of a year; through Friday's close, the benchmark index was down just under 18%.“As bad as [this year] has been for investors, the good news is previous years that were down at least 15% at the midway point to the year saw the final six months higher every single time, with an average return of nearly 24%,” LPL Financial chief market strategist Ryan Detrick noted earlier this week.And indeed, investors remain generally optimistic that a rebound is ahead despite this year’s downturn.Although analysts have lowered their price targets on S&P 500 companies in recent months — bringing the consensus bottom-up target price for the index below 5,000 for the first time since August 2021 — the estimate of 4,987.28 as of June 23 remains 31.4% above the closing price of the same day’s closing price of 3,795.73,according to data from FactSet.This suggests analysts expect the index to rise by more than 30% in the next 12 months.The S&P 500 bottom-up target price. vs. closing price over the past 12 months.J.P. Morgan strategist Marko Kolanovic indicated in a note to clients Friday that U.S. equities may climb as much as 7% next week as investors rebalance portfolios amid the end of the month, second quarter, and first half of the year.“Next week’s rebalance is important since equity markets were down significantly over the past month, quarter and six-month time period,” Kolanovic said. \"On top of that, the market is in an oversold condition, cash balances are at record levels, and recent market shorting activity reached levels not seen since 2008.\"On the economic calendar, personal consumption expenditures (PCE) data will be closely watched by traders this week. The Bureau of Economic Analysis will release its monthly PCE deflator on Thursday, giving investors the latest view on inflation across the U.S. economy as the Federal Reserve moves up its key benchmark interest rate to tame price increases.Economists surveyed by Bloomberg expect PCE to rise 0.7% in May compared to 0.2% the prior month. On a year-over-year basis, the PCE deflator is expected to accelerate 6.4%, up from a climb of 6.3% in April.The core PCE index, which strips out the cost of food and energy, is expected to hold steady from the prior month’s print. Economists are looking for a 5.1% increase in core PCE in May, compared to April’s 5.1% rise.U.S. Federal Reserve Board Chair Jerome Powell testifies before a House Financial Services Committee hearing in Washington, U.S., June 23, 2022. REUTERS/Mary F. CalvertThe latest PCE data will come as the U.S. central bank’s fight against inflation looks increasingly more complex, with a growing number of economists and strategists on Wall Street suggesting that the Fed will not be able to rein in prices without tipping the economy into a recession.“I do worry that the probability of a soft landing, which means you bring down inflation without unduly hurting growth and employment, has declined significantly because of a series of Federal Reserve mistakes,” economist Mohamed El-Erian told Yahoo Finance Live last week.Elsewhere on the economic calendar, investors will keep a close eye on durable goods figures on Monday, the Conference Board’s consumer confidence reading out Tuesday, and several reports on manufacturing and housing throughout the week. Investors will also get a third and final read on first quarter GDP.On the earnings side, reports from Nike (NKE), Bed Bath & Beyond (BBBY), Jefferies (JEF), and Micron Technology (MU) will feature.—Economic calendarMonday:Durable Goods Orders, May preliminary (0.2% expected, 0.5% during prior month); Durables Excluding Transportation, May preliminary (0.3% expected, 0.4% during prior month); Pending Home Sales, month-over-month, May (-3.9% expected, -3.9% during prior month);Pending Home Sales NSA, year-over-year, April (-11.5% during prior month); Dallas Fed Manufacturing Activity, June (-6.5 expected, -7.3 during prior month)Tuesday:Advance Goods Trade Balance, May (-$105.4 billion expected, -$105.9 billion during prior month, revised to -$106.7 billion); Wholesale Inventories, month-over-month, May preliminary (2.2% expected, 2.2% during previous month); Retail Inventories, month-over-month, May (1.6 expected, 0.7% during prior month); FHFA Housing Pricing Index, April (1.6% expected, 1.5% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, April (1.85% expected, 2.42% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, April (21.20% expected, 21.17% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, April (20.55% during prior month); Conference Board Consumer Confidence, June (100 expected, 106.4 during prior month); Richmond Fed Manufacturing Index, June (-5 expected, -9 during prior month)Wednesday:MBA Mortgage Applications, week ended June 24 (-4.2% during prior week); GDP Annualized, quarter-over-quarter, 1Q third (-1.5% expected, -1.5% prior); Personal Consumption, quarter-over-quarter, 1Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 1Q third (8.1% expected, 8.1% prior); Core PCE, quarter-over-quarter, 1Q second (5.1% expected, 5.1% prior)Thursday:Personal Income, month-over-month, May (0.5% expected, 0.4% during prior month); Personal Spending, month-over-month, May (0.4% expected, 0.9% during prior month); Real Personal Spending, month-over-month, May (-0.2% expected, 0.7% during prior month);Initial Jobless Claims, week ended June 25 (230,000 expected, 229,000 during prior week); Continuing Claims, week ended June 18 (1.310 million expected, 1.315 million during prior week);PCE Deflator, month-over-month, May (0.7% expected, 0.2% during prior month); PCE Deflator, year-over-year, May (6.4% expected, 6.3% during prior month); PCE Core Deflator, month-over-month, May (0.4% expected, 0.3% during prior month); PCE Core Deflator, year-over-year, May (4.8% expected, 4.9% during prior month); MNI Chicago PMI, June (58 expected, 60.3 during prior month)Friday:S&P Global U.S. Manufacturing PMI, June final (52.4 expected, 52.4 prior); Construction Spending, month-over-month, May (0.4% expected, 0.2% during prior month); ISM Manufacturing, June (54.7 expected, 56.1 during prior month); ISM Prices Paid, June (80.0 expected, 82.2 during prior month), ISM New Orders, June (55.1 during prior month); ISM Employment,June (49.6 during prior month); Wards Total Vehicle Sales, June (13.40 million, 12.68 during prior month)—Earnings calendarMondayBefore market open:No notable reports scheduled for release.After market close:Nike(NKE), Jefferies Financial Group(JEF), Trip.com Group(TCOM)TuesdayBefore market open:No notable reports scheduled for release.After market close: AeroVironment(AVAV)WednesdayBefore market open: Barnes & Noble Education(BNED), Bed Bath & Beyond(BBBY), General Mills(GIS), McCormick & Co.(MKC), Paychex(PAYX)After market close: MillerKnoll(MLKN)ThursdayBefore market open: Constellation Brands(STZ)After market close: Micron Technology(MU), Walgreens Boots Alliance(WBA)FridayNo notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057479574,"gmtCreate":1655559625998,"gmtModify":1676535661818,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057479574","repostId":"1184675698","repostType":4,"repost":{"id":"1184675698","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":1655479134,"share":"https://ttm.financial/m/news/1184675698?lang=&edition=fundamental","pubTime":"2022-06-17 23:18","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Nasdaq Soared Nearly 1%, S&P 500 Stayed Flat While Dow Jones Turned Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1184675698","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading. Nasdaq soared 0.93%, S&P 500 rose 0.03% while Dow Jones slid 0","content":"<html><head></head><body><p>U.S. stocks mixed in morning trading. Nasdaq soared 0.93%, S&amp;P 500 rose 0.03% while Dow Jones slid 0.17%.<img src=\"https://static.tigerbbs.com/53ab579048c7cafcb5fd43a1b3ab24a1\" tg-width=\"514\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Nasdaq Soared Nearly 1%, S&P 500 Stayed Flat While Dow Jones Turned Down</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\">\nU.S. Stocks Mixed in Morning Trading; Nasdaq Soared Nearly 1%, S&P 500 Stayed Flat While Dow Jones Turned Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-17 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading. Nasdaq soared 0.93%, S&amp;P 500 rose 0.03% while Dow Jones slid 0.17%.<img src=\"https://static.tigerbbs.com/53ab579048c7cafcb5fd43a1b3ab24a1\" tg-width=\"514\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184675698","content_text":"U.S. stocks mixed in morning trading. Nasdaq soared 0.93%, S&P 500 rose 0.03% while Dow Jones slid 0.17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275740230848800,"gmtCreate":1708358300876,"gmtModify":1708358305096,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Worth trying and&nbsp;not letting age and technology get in my way&nbsp;","listText":"Worth trying and&nbsp;not letting age and technology get in my way&nbsp;","text":"Worth trying and not letting age and technology get in my way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275740230848800","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909266149,"gmtCreate":1658881163681,"gmtModify":1676536222102,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909266149","repostId":"1175290008","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045581442,"gmtCreate":1656635035386,"gmtModify":1676535867292,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045581442","repostId":"2248854036","repostType":4,"repost":{"id":"2248854036","kind":"highlight","pubTimestamp":1656632669,"share":"https://ttm.financial/m/news/2248854036?lang=&edition=fundamental","pubTime":"2022-07-01 07:44","market":"us","language":"en","title":"Citi Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2248854036","media":"Barrons","summary":"Buying the market now could still pay off, even though strategists are more pessimistic about the ou","content":"<html><head></head><body><p>Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.</p><p>Late this month,Citi group lowered its year-end target on the S&amp;P 500 to 4200 from a previous 4700, giving more weight to an economic slowdown now seen as inevitable, not to mention the probability of a full-on recession. With the Federal Reserve rapidly lifting interest rates to combat already-problematic inflation, economic demand will cool off, at the very least.</p><p>Citi now sees a 40% chance of a “mild recession,” which would mean that the S&amp;P 500 falls all the way to 3650. That would represent a decline of 3.6% from Thursday’s closing level of 3785.50, relatively small potatoes given that the market benchmark fell almost 21% through the end of June, marking the worst first half since 1970.</p><p>The bank sees a slim chance of a severe recession, which would bring the index even lower, and a strong possibility of no recession, which could let the market benchmark rally back to the prior target. The bank used an average of these levels, adjusted by their probabilities, to arrive at its new call for the index to slide to 4200.</p><p>The new target represents a gain of almost 11% from Thursday’s closing price, a hope that has some merit. Much of the reasoning is that bond yields may be finished soaring in response to the Fed’s efforts to fight inflation by lifting rates across the board. That would help keep stock valuations around where they are because lower yields on long-dated bonds increase the current discounted value of future profits.</p><p>The real 10-year Treasury yield, the nominal yield minus the rate of annual inflation expected over the next decade, is almost at 1%, a multiyear high. Stock valuations—or the multiple of near-term per-share earnings that stocks are selling for—have already dropped.</p><p>If the real 10-year yield can’t go much higher, stock valuations shouldn’t go much lower. “Signs of peaking rates …support a positive second half risk/reward set up,” wrote Scott Chronert, U.S. equity strategist at Citi.</p><p>His team’s target level for the S&amp;P 500 reflects stable valuations. The index has now fallen to about 18 times the aggregate per-share earnings of its 500 constituents over the past year, a level it should hold given the historical correlation between real yields and stock valuations.</p><p>Applying a similar valuation to anticipated earnings for 2022–the bank is penciling in 18 to 19 times an aggregate profit of $226, a figure it based on its forecasts for economic growth this year—also yields a target of about 4200.</p><p>There is one caveat, though. The target of $226 implies earnings come in just a bit lower than the $227.40 FactSet indicates Wall Street expects. But many strategists have warned that the current state of the economy could force analysts to move their forecasts down by a percentage in the high single digits.</p><p>If estimates do fall that much, it could drag down the stock market for months. The trouble could start in coming weeks as companies report their earnings for the second quarter and tell investors what they expect for the rest of the year. But it is entirely possible that earnings expectations won’t fall as much as many fear.</p><p>Exactly timing the market is next to impossible, but buying now may well result in gains within the next year or so.</p></body></html>","source":"lsy1601382232898","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>Citi Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCiti Lowered its S&P 500 Target. That Doesn’t Mean to Avoid Buying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.Late this month,Citi group lowered its year-end target on...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-gains-outlook-51656626385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248854036","content_text":"Buying the market now could still pay off, even though strategists are more pessimistic about the outlook given continued economic uncertainty.Late this month,Citi group lowered its year-end target on the S&P 500 to 4200 from a previous 4700, giving more weight to an economic slowdown now seen as inevitable, not to mention the probability of a full-on recession. With the Federal Reserve rapidly lifting interest rates to combat already-problematic inflation, economic demand will cool off, at the very least.Citi now sees a 40% chance of a “mild recession,” which would mean that the S&P 500 falls all the way to 3650. That would represent a decline of 3.6% from Thursday’s closing level of 3785.50, relatively small potatoes given that the market benchmark fell almost 21% through the end of June, marking the worst first half since 1970.The bank sees a slim chance of a severe recession, which would bring the index even lower, and a strong possibility of no recession, which could let the market benchmark rally back to the prior target. The bank used an average of these levels, adjusted by their probabilities, to arrive at its new call for the index to slide to 4200.The new target represents a gain of almost 11% from Thursday’s closing price, a hope that has some merit. Much of the reasoning is that bond yields may be finished soaring in response to the Fed’s efforts to fight inflation by lifting rates across the board. That would help keep stock valuations around where they are because lower yields on long-dated bonds increase the current discounted value of future profits.The real 10-year Treasury yield, the nominal yield minus the rate of annual inflation expected over the next decade, is almost at 1%, a multiyear high. Stock valuations—or the multiple of near-term per-share earnings that stocks are selling for—have already dropped.If the real 10-year yield can’t go much higher, stock valuations shouldn’t go much lower. “Signs of peaking rates …support a positive second half risk/reward set up,” wrote Scott Chronert, U.S. equity strategist at Citi.His team’s target level for the S&P 500 reflects stable valuations. The index has now fallen to about 18 times the aggregate per-share earnings of its 500 constituents over the past year, a level it should hold given the historical correlation between real yields and stock valuations.Applying a similar valuation to anticipated earnings for 2022–the bank is penciling in 18 to 19 times an aggregate profit of $226, a figure it based on its forecasts for economic growth this year—also yields a target of about 4200.There is one caveat, though. The target of $226 implies earnings come in just a bit lower than the $227.40 FactSet indicates Wall Street expects. But many strategists have warned that the current state of the economy could force analysts to move their forecasts down by a percentage in the high single digits.If estimates do fall that much, it could drag down the stock market for months. The trouble could start in coming weeks as companies report their earnings for the second quarter and tell investors what they expect for the rest of the year. But it is entirely possible that earnings expectations won’t fall as much as many fear.Exactly timing the market is next to impossible, but buying now may well result in gains within the next year or so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049645500,"gmtCreate":1655790275900,"gmtModify":1676535706197,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049645500","repostId":"1134066941","repostType":4,"repost":{"id":"1134066941","kind":"news","pubTimestamp":1655766811,"share":"https://ttm.financial/m/news/1134066941?lang=&edition=fundamental","pubTime":"2022-06-21 07:13","market":"us","language":"en","title":"Tesla: Battery May Create A Winner-Take-All Situation","url":"https://stock-news.laohu8.com/highlight/detail?id=1134066941","media":"Seeking Alpha","summary":"SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Investing in nonlinear stocks like Tesla is all about anticipating nonlinear effects.</li><li>And an effective way involves drawing analogies from other nonlinear situations, especially situations with a wide range and variety.</li><li>The thesis, therefore, is to analyze the similarities between the current EV battery situation and the QWERTY keyboards in the typewriter industry.</li><li>The lack of standardization and the convolution of many non-technical factors can potentially create a winner-take-all situation.</li></ul><p><b>Thesis</b></p><p>Investing in nonlinear stocks like Tesla (NASDAQ:TSLA) is all about anticipating nonlinear effects. Investors not only need to have the ability to see around the corner but also need to do so before most people. However, to say this is hard is simply a truism. And a &#34;trick&#34; I find effective in analyzing nonlinear situations is to draw analogies from another nonlinear situation. I, of course, did not invent this trick. Others have discussed it in length, and books have been written about it. A recent one that I found very readable is David Epstein&#39;s bestseller entitled<i>&#34;Range: Why Generalists Triumph in a Specialized World&#34;</i>. Highly recommended.</p><p>Now, the art of drawing analogies lies in the <i>range</i>(hence the title of Epstein&#39;s book). Drawing analogies from similar situations does not help too much. We need to draw analogies from situations with <i>range</i>. Citing an example from his book, if you try to analyze the new competing landscape amid M&amp;As in a dynamic market, analyzing &#34;similar&#34; M&amp;As won&#39;t be too helpful. Most likely, there are no &#34;similar&#34; prior examples. It is more helpful to draw analogies from a completely different domain, for example, the power struggle of countries during a dynamic time (say Europe during the 1500s and 1600s).</p><p>Now, back to TSLA. The thesis is to analyze the current situation between its battery production and the QWERTY keyboards. Despite (or thanks to) the wide range of these two examples, you will see the central argument is that due to the lack of standardization, the battery issue potentially creates a winner-take-all situation in EV space, just like the QWERTY keyboard did in the keyboard space. Note that the thesis is not to argue if such potential is good or bad. Whether the dominance of the QWERTY keyboard is good or bad depends on your perspective and historical context. The thesis is just that there is such a potential and TSLA is one of the main contenders, thus creating an investment opportunity with enormous upside.</p><p><b>QWERTY Keyboard and EV Battery</b></p><p>A bit of background on the QWERTY keyboard first - in the off chance that some readers never paid attention to its history. The QWERTY design was designed for typewriters and became popular in 1878. It has remained in ubiquitous use since then. Before it became popular, there was a multitude of contemporary alternatives. But once it did, it dominated and became the <i>only</i> one left.</p><p>Now, back again to TSLA and batteries. A few key similarities here. First, the battery issue now, just like the keyboard design in the 1870s, lacks standardization and there is a multitude of alternative designs. TSLA itself has used and is still using multiple cell designs (18650, 2170, and more recently 4680), and it is unlikely that the EV industry will reach a standardization agreement anytime soon.</p><p>Second, the battery issue is crucial to the EV industry, just like the keyboard design is to the typewriter industry. We will elaborate more on the importance later.</p><p>Third, the winner does not have to be the &#34;best&#34; design, just like in the typewriter case. Many readers try to analyze the technical superiority of battery design A vs B. But the matter of fact is that in a highly nonlinear and dynamic market, many factors besides technical superiority contribute and convolute. Furthermore, once dominance is established, it sticks. The QWERTY keyboard in a sense is the least efficient design for modern computers, but this does not stop it from being <i>the</i> standard keyboard today when jamming the keys is a concern at all.</p><p><b>TSLA&#39;s Battery Plan</b></p><p>Let&#39;s discuss the crucial role of the battery issue in the EV industry. Simply put, it is <i>the</i> bottleneck issue. In my view, our EV problem equals a battery problem. TSLA (and other EV players too) recognized the issue a long time ago. For example, back in its 2020 Battery Day presentation, TSLA announced a battery plan to improve design, build its own cells, and better integrate the cells into the vehicle.</p><p><img src=\"https://static.tigerbbs.com/ff981e3a652331155c7f5886da20e486\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Investor Presentation</p><p>Fast-forward to 2022, TSLA celebrated its one-millionth 4680 cell production earlier in the year, as you can see from the following Twitter message sent out by Elon Musk. It&#39;s a baby step, admittedly. Each Model Y needs about 1k of these cells. So 1 million 4680 cells are only enough for about 1,000 Model Ys. But it is a good start. Because the next steps can be so nonlinear that a small step can create far-fetching ripple effects, as discussed next.</p><p><img src=\"https://static.tigerbbs.com/94210d04b6183bf77eef16f988b8f857\" tg-width=\"640\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Official Twitter</p><p><b>Nonlinear Effects of Battery</b></p><p>First, some technical background. Compared to the earlier 2170 cells, each 4680 cell is about 5x large in volume and can, therefore, hold about 5x the energy of each 2170 cell. Regarding the 4680 cells, a common comment from readers to my other battery article involves a zero-sum counter-argument. Since each 4680 cell is 5x larger than 2170 cells in volume and only delivers 5x more energy, are they not the same? In terms of material cost, manufacturing cost, weight, et al?</p><p>My answer is no because of the second-order effects. Not all the components scale equally. For example, the weight of the steel casings is less in the 4680 which would allow greater amounts of active components (it has to do with the surface area/volume ratio, a detail best left for the comment section). Furthermore, 5x more energy means 5x fewer <i>numbers</i> of cells used per vehicle. When the number of cells decreases, the use of connectors, assemble difficulty, and logistics all decrease. In the end, the 4680 cells can deliver 6x the power (the distinction between energy and power is again best left for the comments) and boost the driving range by 16%.</p><p>Then there are even higher-order effects and non-technical effects (well, maybe still technical, just beyond the range of battery technicalities). For example, the in-house production of 4680 cells can lead to more streamlined battery-vehicle integration. Further down the road, battery-software integration would be the next logical step toward driving range optimization and even autonomous driving.</p><p><img src=\"https://static.tigerbbs.com/31b141b337b16ad62a5734d606f84b89\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Investor Presentation</p><p><b>Final Thoughts and Risks</b></p><p>In my view, our EV problem is a battery problem. And the battery problem has the potential to create a win-take-all situation in the EV space, just like the QWERTY keyboard did for typewriters. These two situations share many similarities: notably the lack of standardization and the convolution of many non-technical factors. TSLA&#39;s in-house production of the 4680 cells is admittedly a small step on the battery front. But it creates the potential to trigger other high-order effects. I view it as a bullish catalyst, and it puts TSLA in a more advantageous position as a contender.</p><p>TSLA faces many risks, both in terms of its batteries and beyond.</p><p>It is currently facing supply chain constraints and rising costs (especially on raw materials and electronics for batteries). As a result, it has just announced significant increases of the prices of EVs with some models going up by as much as $6,000. Whether these price increases can work out successfully or not remains to be seen.</p><p>Economies-of-scale is a limiting factor to reduce battery costs, and TSLA&#39;s 4680 cells have not reached this critical scale yet (far away from it). The earlier 18650 cells, for example, have taken billions of units produced to make them economically attractive to a wide range of producers and end-users.</p><p>TSLA&#39;s vertical integration plan in the battery space also faces uncertainties and competition. On its 2020 Battery Day, TSLA announced its planned entry into lithium mining. The plan was to start with buying lithium claims on 10,000 acres in Nevada. But nothing has really happened so far (while other players including Berkshire Hathaway (BRK.A) (BRK.B) have been actively developing lithium extraction techniques and facilities). AndMusk Twittedrecently about &#34;actually&#34; getting on with this (the emphases were added by me):</p><blockquote>&#34;Price of lithium has gone to insane levels! Tesla<b>might actually have to</b>get into the mining and refining directly at scale, unless costs improve. There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.&#34;</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Battery May Create A Winner-Take-All Situation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Battery May Create A Winner-Take-All Situation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an effective way involves drawing analogies from other nonlinear situations, especially situations with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4519360-tesla-tsla-battery-may-create-winner-take-all-situation?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134066941","content_text":"SummaryInvesting in nonlinear stocks like Tesla is all about anticipating nonlinear effects.And an effective way involves drawing analogies from other nonlinear situations, especially situations with a wide range and variety.The thesis, therefore, is to analyze the similarities between the current EV battery situation and the QWERTY keyboards in the typewriter industry.The lack of standardization and the convolution of many non-technical factors can potentially create a winner-take-all situation.ThesisInvesting in nonlinear stocks like Tesla (NASDAQ:TSLA) is all about anticipating nonlinear effects. Investors not only need to have the ability to see around the corner but also need to do so before most people. However, to say this is hard is simply a truism. And a \"trick\" I find effective in analyzing nonlinear situations is to draw analogies from another nonlinear situation. I, of course, did not invent this trick. Others have discussed it in length, and books have been written about it. A recent one that I found very readable is David Epstein's bestseller entitled\"Range: Why Generalists Triumph in a Specialized World\". Highly recommended.Now, the art of drawing analogies lies in the range(hence the title of Epstein's book). Drawing analogies from similar situations does not help too much. We need to draw analogies from situations with range. Citing an example from his book, if you try to analyze the new competing landscape amid M&As in a dynamic market, analyzing \"similar\" M&As won't be too helpful. Most likely, there are no \"similar\" prior examples. It is more helpful to draw analogies from a completely different domain, for example, the power struggle of countries during a dynamic time (say Europe during the 1500s and 1600s).Now, back to TSLA. The thesis is to analyze the current situation between its battery production and the QWERTY keyboards. Despite (or thanks to) the wide range of these two examples, you will see the central argument is that due to the lack of standardization, the battery issue potentially creates a winner-take-all situation in EV space, just like the QWERTY keyboard did in the keyboard space. Note that the thesis is not to argue if such potential is good or bad. Whether the dominance of the QWERTY keyboard is good or bad depends on your perspective and historical context. The thesis is just that there is such a potential and TSLA is one of the main contenders, thus creating an investment opportunity with enormous upside.QWERTY Keyboard and EV BatteryA bit of background on the QWERTY keyboard first - in the off chance that some readers never paid attention to its history. The QWERTY design was designed for typewriters and became popular in 1878. It has remained in ubiquitous use since then. Before it became popular, there was a multitude of contemporary alternatives. But once it did, it dominated and became the only one left.Now, back again to TSLA and batteries. A few key similarities here. First, the battery issue now, just like the keyboard design in the 1870s, lacks standardization and there is a multitude of alternative designs. TSLA itself has used and is still using multiple cell designs (18650, 2170, and more recently 4680), and it is unlikely that the EV industry will reach a standardization agreement anytime soon.Second, the battery issue is crucial to the EV industry, just like the keyboard design is to the typewriter industry. We will elaborate more on the importance later.Third, the winner does not have to be the \"best\" design, just like in the typewriter case. Many readers try to analyze the technical superiority of battery design A vs B. But the matter of fact is that in a highly nonlinear and dynamic market, many factors besides technical superiority contribute and convolute. Furthermore, once dominance is established, it sticks. The QWERTY keyboard in a sense is the least efficient design for modern computers, but this does not stop it from being the standard keyboard today when jamming the keys is a concern at all.TSLA's Battery PlanLet's discuss the crucial role of the battery issue in the EV industry. Simply put, it is the bottleneck issue. In my view, our EV problem equals a battery problem. TSLA (and other EV players too) recognized the issue a long time ago. For example, back in its 2020 Battery Day presentation, TSLA announced a battery plan to improve design, build its own cells, and better integrate the cells into the vehicle.TSLA Investor PresentationFast-forward to 2022, TSLA celebrated its one-millionth 4680 cell production earlier in the year, as you can see from the following Twitter message sent out by Elon Musk. It's a baby step, admittedly. Each Model Y needs about 1k of these cells. So 1 million 4680 cells are only enough for about 1,000 Model Ys. But it is a good start. Because the next steps can be so nonlinear that a small step can create far-fetching ripple effects, as discussed next.TSLA Official TwitterNonlinear Effects of BatteryFirst, some technical background. Compared to the earlier 2170 cells, each 4680 cell is about 5x large in volume and can, therefore, hold about 5x the energy of each 2170 cell. Regarding the 4680 cells, a common comment from readers to my other battery article involves a zero-sum counter-argument. Since each 4680 cell is 5x larger than 2170 cells in volume and only delivers 5x more energy, are they not the same? In terms of material cost, manufacturing cost, weight, et al?My answer is no because of the second-order effects. Not all the components scale equally. For example, the weight of the steel casings is less in the 4680 which would allow greater amounts of active components (it has to do with the surface area/volume ratio, a detail best left for the comment section). Furthermore, 5x more energy means 5x fewer numbers of cells used per vehicle. When the number of cells decreases, the use of connectors, assemble difficulty, and logistics all decrease. In the end, the 4680 cells can deliver 6x the power (the distinction between energy and power is again best left for the comments) and boost the driving range by 16%.Then there are even higher-order effects and non-technical effects (well, maybe still technical, just beyond the range of battery technicalities). For example, the in-house production of 4680 cells can lead to more streamlined battery-vehicle integration. Further down the road, battery-software integration would be the next logical step toward driving range optimization and even autonomous driving.TSLA Investor PresentationFinal Thoughts and RisksIn my view, our EV problem is a battery problem. And the battery problem has the potential to create a win-take-all situation in the EV space, just like the QWERTY keyboard did for typewriters. These two situations share many similarities: notably the lack of standardization and the convolution of many non-technical factors. TSLA's in-house production of the 4680 cells is admittedly a small step on the battery front. But it creates the potential to trigger other high-order effects. I view it as a bullish catalyst, and it puts TSLA in a more advantageous position as a contender.TSLA faces many risks, both in terms of its batteries and beyond.It is currently facing supply chain constraints and rising costs (especially on raw materials and electronics for batteries). As a result, it has just announced significant increases of the prices of EVs with some models going up by as much as $6,000. Whether these price increases can work out successfully or not remains to be seen.Economies-of-scale is a limiting factor to reduce battery costs, and TSLA's 4680 cells have not reached this critical scale yet (far away from it). The earlier 18650 cells, for example, have taken billions of units produced to make them economically attractive to a wide range of producers and end-users.TSLA's vertical integration plan in the battery space also faces uncertainties and competition. On its 2020 Battery Day, TSLA announced its planned entry into lithium mining. The plan was to start with buying lithium claims on 10,000 acres in Nevada. But nothing has really happened so far (while other players including Berkshire Hathaway (BRK.A) (BRK.B) have been actively developing lithium extraction techniques and facilities). AndMusk Twittedrecently about \"actually\" getting on with this (the emphases were added by me):\"Price of lithium has gone to insane levels! Teslamight actually have toget into the mining and refining directly at scale, unless costs improve. There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057924630,"gmtCreate":1655454156820,"gmtModify":1676535642939,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057924630","repostId":"1183791597","repostType":4,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055667243,"gmtCreate":1655266545282,"gmtModify":1676535600671,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055667243","repostId":"9052241403","repostType":1,"repost":{"id":9052241403,"gmtCreate":1655184752893,"gmtModify":1676535577725,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312667271286","authorIdStr":"3534312667271286"},"themes":[],"title":"The Fed will make a big move this week ,How will gold and oil change?","htmlText":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","listText":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","text":"After the latest January inflation data was released and hit a new high, the market had new expectations for the Fed's actions. According to the latest Fedwatch data, the probability of FOMC in July has been 50-50. In this week's expectation, although there are some variables, the probability of 50 basis points is obviously superior.Data show that the probability of raising interest rates by 50 basis points on June 15th is close to 80%. Although this figure has dropped significantly compared with 98.2% a week ago, as we said before, it is still relatively stable when it exceeds 70%. In contrast, July's data, which also overwhelmingly raised interest rates by 50 basis points a week ago, is now seriously divided. Even the probability of raising interest rates by 75 basis points has reached","images":[{"img":"https://static.tigerbbs.com/ecfe2fe3cee7323f1f78c623834e5d53","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052241403","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664247,"gmtCreate":1655266462789,"gmtModify":1676535600644,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664247","repostId":"1121036050","repostType":4,"repost":{"id":"1121036050","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1655264974,"share":"https://ttm.financial/m/news/1121036050?lang=&edition=fundamental","pubTime":"2022-06-15 11:49","market":"us","language":"en","title":"A Shrewd Contrarian Strategy Is to Buy When the Stock Market Drops 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121036050","media":"Dow Jones","summary":"Good news, investors: Wall Street is holding a sale, offering stocks at 20% off!You’re not intereste","content":"<html><head></head><body><p>Good news, investors: Wall Street is holding a sale, offering stocks at 20% off!</p><p>You’re not interested? That just means you only talk the talk about being a contrarian investor, but don’t walk the walk. Now’s your chance to buy when the blood is running in the streets, as that famous contrarian Nathan Rothschild once said.</p><p>If you were eager to buy stocks at the beginning of the year, when the S&amp;P 500 was 20% higher, why aren’t you even more eager now?</p><p>To help you live up to your contrarian bona fides, I analyzed how you would have done if, in every bear market since World War II, you bought stocks on the day the S&amp;P 500 closes below the 20% loss threshold. Sometimes that day came near the end of the bear market, and in other cases the market continued falling before eventually turning up. But on average you would have done very well.</p><p>And you wouldn’t have had to wait that long to do so. Over the 12 months following your buys, your average total return would have been 22.7%. That’s more than double the stock market’s long-term average, as you can see from this chart.</p><p><img src=\"https://static.tigerbbs.com/bc8951cb394b8df8200a74fe8f00a4d6\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/>It’s important to acknowledge that this 22.7% is an average, and it didn’t work out this well in each individual case. In two of the 12 major declines since World War II in which the S&amp;P 500 fell by more than 20%, you would have been sitting on a loss 12 months subsequent to buying on the day the 20% loss threshold was violated. But even in those two cases, you eventually came out ahead—it just took longer than a year.</p><p>In any case, notice that this means that in 10 of the 12 cases since World War II you were sitting on a profit in a year’s time. Those aren’t terrible odds.</p><p>You might object that “this time is different,” arguing that stocks are entering a longer and more severe bear market than any that’s been experienced since World War II. In recent days I’ve received numerous emails from a number of you with this very argument, but contrarians tend to put a positive spin on such an outpouring of negativity. I wasn’t receiving such apocalyptic emails at the market high in January.</p><p>So long as you believe that the stock market will eventually go back up and surpass its January highs, however, purchases made now will show a bigger profit, and sooner, than the market itself.</p><p>Seabreeze Partners’ Doug Kass is one of the few true contrarians among the advisers I regularly monitor. In his email to clients the day after the S&amp;P 500 violated the 20% loss threshold, he wrote that the “panic of the last few days has resulted in the emergence of some great long term opportunities with rich and favorable upside reward vs. downside risk ratios… While fortunes have been lost in 2022, fortunes may be made by those that are dispassionate and selectively buy today.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Shrewd Contrarian Strategy Is to Buy When the Stock Market Drops 20%</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\">\nA Shrewd Contrarian Strategy Is to Buy When the Stock Market Drops 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-15 11:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Good news, investors: Wall Street is holding a sale, offering stocks at 20% off!</p><p>You’re not interested? That just means you only talk the talk about being a contrarian investor, but don’t walk the walk. Now’s your chance to buy when the blood is running in the streets, as that famous contrarian Nathan Rothschild once said.</p><p>If you were eager to buy stocks at the beginning of the year, when the S&amp;P 500 was 20% higher, why aren’t you even more eager now?</p><p>To help you live up to your contrarian bona fides, I analyzed how you would have done if, in every bear market since World War II, you bought stocks on the day the S&amp;P 500 closes below the 20% loss threshold. Sometimes that day came near the end of the bear market, and in other cases the market continued falling before eventually turning up. But on average you would have done very well.</p><p>And you wouldn’t have had to wait that long to do so. Over the 12 months following your buys, your average total return would have been 22.7%. That’s more than double the stock market’s long-term average, as you can see from this chart.</p><p><img src=\"https://static.tigerbbs.com/bc8951cb394b8df8200a74fe8f00a4d6\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/>It’s important to acknowledge that this 22.7% is an average, and it didn’t work out this well in each individual case. In two of the 12 major declines since World War II in which the S&amp;P 500 fell by more than 20%, you would have been sitting on a loss 12 months subsequent to buying on the day the 20% loss threshold was violated. But even in those two cases, you eventually came out ahead—it just took longer than a year.</p><p>In any case, notice that this means that in 10 of the 12 cases since World War II you were sitting on a profit in a year’s time. Those aren’t terrible odds.</p><p>You might object that “this time is different,” arguing that stocks are entering a longer and more severe bear market than any that’s been experienced since World War II. In recent days I’ve received numerous emails from a number of you with this very argument, but contrarians tend to put a positive spin on such an outpouring of negativity. I wasn’t receiving such apocalyptic emails at the market high in January.</p><p>So long as you believe that the stock market will eventually go back up and surpass its January highs, however, purchases made now will show a bigger profit, and sooner, than the market itself.</p><p>Seabreeze Partners’ Doug Kass is one of the few true contrarians among the advisers I regularly monitor. In his email to clients the day after the S&amp;P 500 violated the 20% loss threshold, he wrote that the “panic of the last few days has resulted in the emergence of some great long term opportunities with rich and favorable upside reward vs. downside risk ratios… While fortunes have been lost in 2022, fortunes may be made by those that are dispassionate and selectively buy today.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121036050","content_text":"Good news, investors: Wall Street is holding a sale, offering stocks at 20% off!You’re not interested? That just means you only talk the talk about being a contrarian investor, but don’t walk the walk. Now’s your chance to buy when the blood is running in the streets, as that famous contrarian Nathan Rothschild once said.If you were eager to buy stocks at the beginning of the year, when the S&P 500 was 20% higher, why aren’t you even more eager now?To help you live up to your contrarian bona fides, I analyzed how you would have done if, in every bear market since World War II, you bought stocks on the day the S&P 500 closes below the 20% loss threshold. Sometimes that day came near the end of the bear market, and in other cases the market continued falling before eventually turning up. But on average you would have done very well.And you wouldn’t have had to wait that long to do so. Over the 12 months following your buys, your average total return would have been 22.7%. That’s more than double the stock market’s long-term average, as you can see from this chart.It’s important to acknowledge that this 22.7% is an average, and it didn’t work out this well in each individual case. In two of the 12 major declines since World War II in which the S&P 500 fell by more than 20%, you would have been sitting on a loss 12 months subsequent to buying on the day the 20% loss threshold was violated. But even in those two cases, you eventually came out ahead—it just took longer than a year.In any case, notice that this means that in 10 of the 12 cases since World War II you were sitting on a profit in a year’s time. Those aren’t terrible odds.You might object that “this time is different,” arguing that stocks are entering a longer and more severe bear market than any that’s been experienced since World War II. In recent days I’ve received numerous emails from a number of you with this very argument, but contrarians tend to put a positive spin on such an outpouring of negativity. I wasn’t receiving such apocalyptic emails at the market high in January.So long as you believe that the stock market will eventually go back up and surpass its January highs, however, purchases made now will show a bigger profit, and sooner, than the market itself.Seabreeze Partners’ Doug Kass is one of the few true contrarians among the advisers I regularly monitor. In his email to clients the day after the S&P 500 violated the 20% loss threshold, he wrote that the “panic of the last few days has resulted in the emergence of some great long term opportunities with rich and favorable upside reward vs. downside risk ratios… While fortunes have been lost in 2022, fortunes may be made by those that are dispassionate and selectively buy today.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055664311,"gmtCreate":1655266437534,"gmtModify":1676535600678,"author":{"id":"4092909754707150","authorId":"4092909754707150","name":"CHLOETx","avatar":"https://static.tigerbbs.com/acf47a2ebb9880486cc57d0f74168c85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092909754707150","authorIdStr":"4092909754707150"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055664311","repostId":"1126202775","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}