Bobster personal page - To The Moon

Bobster

Bobster

No personal profile

5Follow

4Followers

0Topic

0Badge

2023-01-20

$Alibaba(09988)$ off we go!

2023-01-20

$Alibaba(09988)$

2022-12-11

$UNITED OVERSEAS BANK LIMITED(U11.SI)$

2022-12-10

$UNITED OVERSEAS BANK LIMITED(U11.SI)$

2022-12-02

$AMC Entertainment(AMC)$

2022-11-25

$Tesla Motors(TSLA)$

2022-11-21

$SEMBCORP INDUSTRIES LTD(U96.SI)$ Get up there

2022-11-19

$CHINESE EST H(00127)$

2022-11-17

$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$

2022-11-16

Let's see

2022-11-16

$Taiwan Semiconductor Manufacturing(TSM)$

2022-11-16

Good call

2022-11-16

There will be a lot of blood

What If the Fed Has to Take Rates Up to 6%?

2022-11-16

$Quantum Health(V8Y.SI)$

2022-11-14

$KEPPEL DC REIT(AJBU.SI)$

2022-11-11

$Palantir Technologies Inc.(PLTR)$

2022-11-11

$Digital Turbine(APPS)$

2022-11-07

$XIAOMI-W(01810)$

2022-11-05

$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$

2022-11-03

$Alibaba(09988)$

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4098498544462920","uuid":"4098498544462920","gmtCreate":1635396799871,"gmtModify":1635654744966,"name":"Bobster","pinyin":"bobster","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":5,"tweetSize":73,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.11","exceedPercentage":"60.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9956799405,"gmtCreate":1674185555207,"gmtModify":1676538928544,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>off we go!","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>off we go!","text":"$Alibaba(09988)$ off we go!","images":[{"img":"https://community-static.tradeup.com/news/39cba34414e26586d0d27e72926f8f6f","width":"1080","height":"1728"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956799405","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956799213,"gmtCreate":1674185520833,"gmtModify":1676538928537,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","text":"$Alibaba(09988)$","images":[{"img":"https://community-static.tradeup.com/news/a08fac5adf7583284dd585679dadadac","width":"1080","height":"1728"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956799213","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923039605,"gmtCreate":1670747703907,"gmtModify":1676538427656,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923039605","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929620770,"gmtCreate":1670652434890,"gmtModify":1676538413126,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929620770","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965645844,"gmtCreate":1669949556588,"gmtModify":1676538276633,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$AMC Entertainment(AMC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965645844","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968774516,"gmtCreate":1669338592135,"gmtModify":1676538184904,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968774516","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961501005,"gmtCreate":1668991277908,"gmtModify":1676538135027,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$ &nbsp;</a>Get up there","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$ &nbsp;</a>Get up there","text":"$SEMBCORP INDUSTRIES LTD(U96.SI)$ Get up there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961501005","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961358798,"gmtCreate":1668851078314,"gmtModify":1676538121750,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00127\">$CHINESE EST H(00127)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/00127\">$CHINESE EST H(00127)$ &nbsp;</a>","text":"$CHINESE EST H(00127)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961358798","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963842117,"gmtCreate":1668650611140,"gmtModify":1676538090745,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963842117","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963398961,"gmtCreate":1668585010954,"gmtModify":1676538080293,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Let's see","listText":"Let's see","text":"Let's see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963398961","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391713,"gmtCreate":1668584978333,"gmtModify":1676538080285,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963391713","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391441,"gmtCreate":1668584958284,"gmtModify":1676538080285,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Good call","listText":"Good call","text":"Good call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963391441","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391510,"gmtCreate":1668584934930,"gmtModify":1676538080277,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"There will be a lot of blood","listText":"There will be a lot of blood","text":"There will be a lot of blood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963391510","repostId":"1123011603","repostType":4,"repost":{"id":"1123011603","kind":"news","pubTimestamp":1668580886,"share":"https://ttm.financial/m/news/1123011603?lang=&edition=fundamental","pubTime":"2022-11-16 14:41","market":"us","language":"en","title":"What If the Fed Has to Take Rates Up to 6%?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123011603","media":"Bloomberg","summary":"The wild ride for the global economy and markets this year is in no small part the consequence of th","content":"<html><head></head><body><p>The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the Federal Reserve will be forced to take to bring prices under control. When the Fed began raising rates in March, markets were pricing in a terminal rate of just 2.8%. As of mid-November, that expectation has risen to 5%—matching the forecast Bloomberg Economics set out in July.</p><p>Could they be forced to do even more? Absolutely. If the Fed is underestimating the natural rate of unemployment, or if the pandemic has resulted in a significant deterioration in productivity, a terminal rate of 6% could come into view.</p><p>There are also risks in the other direction, even if they’re less likely. It would take a lot more than the shocks to date, but a prolonged period of market mayhem—of the sort seen after the UK’s mini-budget fiscal fumble in September—might be enough to persuade the Fed to halt at a lower rate.</p><p>At its September meeting, the Federal Open Market Committee’s dot plot showed a higher trajectory of rate hikes, despite a deterioration in the growth outlook. A simple explanation for this anomaly is that the committee’s estimate of u*—alternatively called NAIRU, or the unemployment rate associated with price stability—has risen from the traditional 4%.</p><p>The Bloomberg Economics rule—a modification of the classic Taylor rule that captures the relationship between unemployment, inflation, and Fed policy—can be used to work out an estimate of where the FOMC now puts u*. The u* values that best fit the September dot plot are 4.4% in 2022, 4.3% in 2023 and 2024, and 4.0% in 2025. That suggests the FOMC sees u* as temporarily elevated and expects it to gradually fall back to the pre-pandemic norm in 2025.</p><p>What if u* is even higher? A recent estimate by Fed staff put it in the 5%-to-6% range. Given the wrenching dislocations in labor markets that have resulted from the pandemic—with both companies and workers rethinking their priorities—that’s entirely plausible. Fed Chair Jerome Powell himself has said the natural rate of unemployment has “moved up materially.”</p><p>Holding the committee’s inflation forecast constant, a u* estimate of 5% would mean a terminal rate of 6%.</p><p><img src=\"https://static.tigerbbs.com/f910a71785646a1bed891acc064ee370\" tg-width=\"745\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>What Lower Productivity Growth Would Bring</p><p>Broader macroeconomic factors, such as a slowdown in productivity growth, could also push up u*. If workers demand faster wage growth than what companies can earn from their output—either to compensate for higher inflation or simply because they have the bargaining power—the result is higher unemployment. That’s what happened in the 1970s, when productivity gains fell below wage growth.</p><p>Mainstream economists appear to believe the pandemic won’t result in a repeat performance. That assumption ignores some hard-learned lessons from the 1970s that linked high inflation to lower productivity:</p><p>High inflation means a sharp shift in relative prices. Businesses that have optimized their production processes on the assumption of stable input costs may find their old approaches obsolete or inefficient.</p><p>On their balance sheets, companies charge themselves for property, machinery, and other capital stock based on the equivalent rental price. High inflation raises the rental price, discouraging investment.</p><p>Uncertainty about inflation and central bank rates—as well as factors like geopolitics—adds an additional hurdle for companies making costly long-term investments. A project that looks profitable today might not be tomorrow if borrowing costs continue to rise.</p><p>All of those factors that weighed on productivity growth in the 1970s are also present today, suggesting a high risk that potential growth may be downshifting from its already low pace before the Covid-19 pandemic.</p><p>To gauge the impact of slower growth, we conducted the following experiment using FRB/US, the Fed’s workhorse model of the US economy: What happens if total factor productivity growth from 2022-25 is 0.5 percentage points lower than currently expected? That would correspond to a slowdown in gross domestic product from the current 1.8% to 1.3% by 2025.</p><p>Lower potential growth would mean a more overheated economy and higher inflation. Assuming the Fed recognizes that and responds appropriately, FRB/US shows the federal funds rate would peak higher than the FOMC’s current baseline and stay higher for much longer. Our exercise shows that the Fed’s anticipated terminal rate would increase to 5% in 2023—considerably higher than the 4.6% suggested by September’s dot plot.</p><p>The Effect of Major Market Shocks</p><p>Bloomberg Economics’ view is that the market is overestimating the risk that a recession would stay the Fed’s hand. We think Powell has learned the lesson of the 1970s, when—aiming to support growth—the central bank prematurely paused its rate-hike cycle even though inflation remained uncomfortably high, with disastrous results. We expect the Fed to hold rates at our estimated 5% terminal rate through a US downturn in the second half of 2023.</p><p>Still, it’s not hard to identify significant risks on the horizon, from a collapse in US house prices and spillovers from the UK market turmoil, to the drag from a looming recession in Europe, to a hard landing in China. The Fed has shown time and again it’s willing to pause rate increases if the data warrant. In the 2013 European debt crisis and the 2015 China market meltdown, for example, the Fed delayed tightening because of turmoil from abroad. That could happen again.</p><p>Using SHOK—our in-house model of the US economy—we simulate a scenario where the US is hit by a combination of weaker global demand and increased financial turbulence, resulting in a spike in the VIX, wider credit spreads, a stronger dollar, and reduced exports. If that happens, that weaker demand will lower inflation and the Fed could get away with slightly less tightening than currently anticipated—with the fed funds rate at 4.1% in 2023 instead of 4.6%</p><p><img src=\"https://static.tigerbbs.com/5fe17d1fa3c2cd0949089e9da449739e\" tg-width=\"747\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Officials at the central bank have recently shown a rare unanimity about the need to bring fed funds rates to the level indicated in the dot plot. Yet there’s growing criticism by analysts and market participants that the Fed’s preferred path is excessive. An alternative perspective is that the FOMC’s projection for fed funds rates is by no means excessively hawkish, and that various labor market characteristics suggest still more upside.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What If the Fed Has to Take Rates Up to 6%?</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\">\nWhat If the Fed Has to Take Rates Up to 6%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123011603","content_text":"The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the Federal Reserve will be forced to take to bring prices under control. When the Fed began raising rates in March, markets were pricing in a terminal rate of just 2.8%. As of mid-November, that expectation has risen to 5%—matching the forecast Bloomberg Economics set out in July.Could they be forced to do even more? Absolutely. If the Fed is underestimating the natural rate of unemployment, or if the pandemic has resulted in a significant deterioration in productivity, a terminal rate of 6% could come into view.There are also risks in the other direction, even if they’re less likely. It would take a lot more than the shocks to date, but a prolonged period of market mayhem—of the sort seen after the UK’s mini-budget fiscal fumble in September—might be enough to persuade the Fed to halt at a lower rate.At its September meeting, the Federal Open Market Committee’s dot plot showed a higher trajectory of rate hikes, despite a deterioration in the growth outlook. A simple explanation for this anomaly is that the committee’s estimate of u*—alternatively called NAIRU, or the unemployment rate associated with price stability—has risen from the traditional 4%.The Bloomberg Economics rule—a modification of the classic Taylor rule that captures the relationship between unemployment, inflation, and Fed policy—can be used to work out an estimate of where the FOMC now puts u*. The u* values that best fit the September dot plot are 4.4% in 2022, 4.3% in 2023 and 2024, and 4.0% in 2025. That suggests the FOMC sees u* as temporarily elevated and expects it to gradually fall back to the pre-pandemic norm in 2025.What if u* is even higher? A recent estimate by Fed staff put it in the 5%-to-6% range. Given the wrenching dislocations in labor markets that have resulted from the pandemic—with both companies and workers rethinking their priorities—that’s entirely plausible. Fed Chair Jerome Powell himself has said the natural rate of unemployment has “moved up materially.”Holding the committee’s inflation forecast constant, a u* estimate of 5% would mean a terminal rate of 6%.What Lower Productivity Growth Would BringBroader macroeconomic factors, such as a slowdown in productivity growth, could also push up u*. If workers demand faster wage growth than what companies can earn from their output—either to compensate for higher inflation or simply because they have the bargaining power—the result is higher unemployment. That’s what happened in the 1970s, when productivity gains fell below wage growth.Mainstream economists appear to believe the pandemic won’t result in a repeat performance. That assumption ignores some hard-learned lessons from the 1970s that linked high inflation to lower productivity:High inflation means a sharp shift in relative prices. Businesses that have optimized their production processes on the assumption of stable input costs may find their old approaches obsolete or inefficient.On their balance sheets, companies charge themselves for property, machinery, and other capital stock based on the equivalent rental price. High inflation raises the rental price, discouraging investment.Uncertainty about inflation and central bank rates—as well as factors like geopolitics—adds an additional hurdle for companies making costly long-term investments. A project that looks profitable today might not be tomorrow if borrowing costs continue to rise.All of those factors that weighed on productivity growth in the 1970s are also present today, suggesting a high risk that potential growth may be downshifting from its already low pace before the Covid-19 pandemic.To gauge the impact of slower growth, we conducted the following experiment using FRB/US, the Fed’s workhorse model of the US economy: What happens if total factor productivity growth from 2022-25 is 0.5 percentage points lower than currently expected? That would correspond to a slowdown in gross domestic product from the current 1.8% to 1.3% by 2025.Lower potential growth would mean a more overheated economy and higher inflation. Assuming the Fed recognizes that and responds appropriately, FRB/US shows the federal funds rate would peak higher than the FOMC’s current baseline and stay higher for much longer. Our exercise shows that the Fed’s anticipated terminal rate would increase to 5% in 2023—considerably higher than the 4.6% suggested by September’s dot plot.The Effect of Major Market ShocksBloomberg Economics’ view is that the market is overestimating the risk that a recession would stay the Fed’s hand. We think Powell has learned the lesson of the 1970s, when—aiming to support growth—the central bank prematurely paused its rate-hike cycle even though inflation remained uncomfortably high, with disastrous results. We expect the Fed to hold rates at our estimated 5% terminal rate through a US downturn in the second half of 2023.Still, it’s not hard to identify significant risks on the horizon, from a collapse in US house prices and spillovers from the UK market turmoil, to the drag from a looming recession in Europe, to a hard landing in China. The Fed has shown time and again it’s willing to pause rate increases if the data warrant. In the 2013 European debt crisis and the 2015 China market meltdown, for example, the Fed delayed tightening because of turmoil from abroad. That could happen again.Using SHOK—our in-house model of the US economy—we simulate a scenario where the US is hit by a combination of weaker global demand and increased financial turbulence, resulting in a spike in the VIX, wider credit spreads, a stronger dollar, and reduced exports. If that happens, that weaker demand will lower inflation and the Fed could get away with slightly less tightening than currently anticipated—with the fed funds rate at 4.1% in 2023 instead of 4.6%Officials at the central bank have recently shown a rare unanimity about the need to bring fed funds rates to the level indicated in the dot plot. Yet there’s growing criticism by analysts and market participants that the Fed’s preferred path is excessive. An alternative perspective is that the FOMC’s projection for fed funds rates is by no means excessively hawkish, and that various labor market characteristics suggest still more upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391698,"gmtCreate":1668584898815,"gmtModify":1676538080277,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/V8Y.SI\">$Quantum Health(V8Y.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/V8Y.SI\">$Quantum Health(V8Y.SI)$ &nbsp;</a>","text":"$Quantum Health(V8Y.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963391698","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969120889,"gmtCreate":1668387678041,"gmtModify":1676538047852,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$KEPPEL DC REIT(AJBU.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969120889","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960655077,"gmtCreate":1668148686100,"gmtModify":1676538020946,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960655077","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960652178,"gmtCreate":1668148527494,"gmtModify":1676538020869,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$ &nbsp;</a>","text":"$Digital Turbine(APPS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960652178","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987971661,"gmtCreate":1667806161553,"gmtModify":1676537966353,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a><v-v data-views=\"0\"></v-v>","text":"$XIAOMI-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987971661","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984215463,"gmtCreate":1667644960952,"gmtModify":1676537948251,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>","text":"$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984215463","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985724124,"gmtCreate":1667471075568,"gmtModify":1676537923552,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985724124","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9956799405,"gmtCreate":1674185555207,"gmtModify":1676538928544,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>off we go!","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>off we go!","text":"$Alibaba(09988)$ off we go!","images":[{"img":"https://community-static.tradeup.com/news/39cba34414e26586d0d27e72926f8f6f","width":"1080","height":"1728"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956799405","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9003813141,"gmtCreate":1640922979098,"gmtModify":1676533555663,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Asia's gain... US's lost","listText":"Asia's gain... US's lost","text":"Asia's gain... US's lost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003813141","repostId":"1165020011","repostType":4,"repost":{"id":"1165020011","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":1640920697,"share":"https://ttm.financial/m/news/1165020011?lang=&edition=fundamental","pubTime":"2021-12-31 11:18","market":"hk","language":"en","title":"SenseTime shares surged more than 30% in Hong Kong market","url":"https://stock-news.laohu8.com/highlight/detail?id=1165020011","media":"Tiger Newspress","summary":"SenseTime shares surged more than 30% in Hong Kong market.","content":"<html><head></head><body><p>SenseTime shares surged more than 30% in Hong Kong market.<img src=\"https://static.tigerbbs.com/97b25aff276c5db83cf8732631a18cc0\" tg-width=\"710\" tg-height=\"624\" 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>SenseTime shares surged more than 30% in Hong Kong market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSenseTime shares surged more than 30% in Hong Kong market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-31 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SenseTime shares surged more than 30% in Hong Kong market.<img src=\"https://static.tigerbbs.com/97b25aff276c5db83cf8732631a18cc0\" tg-width=\"710\" tg-height=\"624\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165020011","content_text":"SenseTime shares surged more than 30% in Hong Kong market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391510,"gmtCreate":1668584934930,"gmtModify":1676538080277,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"There will be a lot of blood","listText":"There will be a lot of blood","text":"There will be a lot of blood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963391510","repostId":"1123011603","repostType":4,"repost":{"id":"1123011603","kind":"news","pubTimestamp":1668580886,"share":"https://ttm.financial/m/news/1123011603?lang=&edition=fundamental","pubTime":"2022-11-16 14:41","market":"us","language":"en","title":"What If the Fed Has to Take Rates Up to 6%?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123011603","media":"Bloomberg","summary":"The wild ride for the global economy and markets this year is in no small part the consequence of th","content":"<html><head></head><body><p>The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the Federal Reserve will be forced to take to bring prices under control. When the Fed began raising rates in March, markets were pricing in a terminal rate of just 2.8%. As of mid-November, that expectation has risen to 5%—matching the forecast Bloomberg Economics set out in July.</p><p>Could they be forced to do even more? Absolutely. If the Fed is underestimating the natural rate of unemployment, or if the pandemic has resulted in a significant deterioration in productivity, a terminal rate of 6% could come into view.</p><p>There are also risks in the other direction, even if they’re less likely. It would take a lot more than the shocks to date, but a prolonged period of market mayhem—of the sort seen after the UK’s mini-budget fiscal fumble in September—might be enough to persuade the Fed to halt at a lower rate.</p><p>At its September meeting, the Federal Open Market Committee’s dot plot showed a higher trajectory of rate hikes, despite a deterioration in the growth outlook. A simple explanation for this anomaly is that the committee’s estimate of u*—alternatively called NAIRU, or the unemployment rate associated with price stability—has risen from the traditional 4%.</p><p>The Bloomberg Economics rule—a modification of the classic Taylor rule that captures the relationship between unemployment, inflation, and Fed policy—can be used to work out an estimate of where the FOMC now puts u*. The u* values that best fit the September dot plot are 4.4% in 2022, 4.3% in 2023 and 2024, and 4.0% in 2025. That suggests the FOMC sees u* as temporarily elevated and expects it to gradually fall back to the pre-pandemic norm in 2025.</p><p>What if u* is even higher? A recent estimate by Fed staff put it in the 5%-to-6% range. Given the wrenching dislocations in labor markets that have resulted from the pandemic—with both companies and workers rethinking their priorities—that’s entirely plausible. Fed Chair Jerome Powell himself has said the natural rate of unemployment has “moved up materially.”</p><p>Holding the committee’s inflation forecast constant, a u* estimate of 5% would mean a terminal rate of 6%.</p><p><img src=\"https://static.tigerbbs.com/f910a71785646a1bed891acc064ee370\" tg-width=\"745\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>What Lower Productivity Growth Would Bring</p><p>Broader macroeconomic factors, such as a slowdown in productivity growth, could also push up u*. If workers demand faster wage growth than what companies can earn from their output—either to compensate for higher inflation or simply because they have the bargaining power—the result is higher unemployment. That’s what happened in the 1970s, when productivity gains fell below wage growth.</p><p>Mainstream economists appear to believe the pandemic won’t result in a repeat performance. That assumption ignores some hard-learned lessons from the 1970s that linked high inflation to lower productivity:</p><p>High inflation means a sharp shift in relative prices. Businesses that have optimized their production processes on the assumption of stable input costs may find their old approaches obsolete or inefficient.</p><p>On their balance sheets, companies charge themselves for property, machinery, and other capital stock based on the equivalent rental price. High inflation raises the rental price, discouraging investment.</p><p>Uncertainty about inflation and central bank rates—as well as factors like geopolitics—adds an additional hurdle for companies making costly long-term investments. A project that looks profitable today might not be tomorrow if borrowing costs continue to rise.</p><p>All of those factors that weighed on productivity growth in the 1970s are also present today, suggesting a high risk that potential growth may be downshifting from its already low pace before the Covid-19 pandemic.</p><p>To gauge the impact of slower growth, we conducted the following experiment using FRB/US, the Fed’s workhorse model of the US economy: What happens if total factor productivity growth from 2022-25 is 0.5 percentage points lower than currently expected? That would correspond to a slowdown in gross domestic product from the current 1.8% to 1.3% by 2025.</p><p>Lower potential growth would mean a more overheated economy and higher inflation. Assuming the Fed recognizes that and responds appropriately, FRB/US shows the federal funds rate would peak higher than the FOMC’s current baseline and stay higher for much longer. Our exercise shows that the Fed’s anticipated terminal rate would increase to 5% in 2023—considerably higher than the 4.6% suggested by September’s dot plot.</p><p>The Effect of Major Market Shocks</p><p>Bloomberg Economics’ view is that the market is overestimating the risk that a recession would stay the Fed’s hand. We think Powell has learned the lesson of the 1970s, when—aiming to support growth—the central bank prematurely paused its rate-hike cycle even though inflation remained uncomfortably high, with disastrous results. We expect the Fed to hold rates at our estimated 5% terminal rate through a US downturn in the second half of 2023.</p><p>Still, it’s not hard to identify significant risks on the horizon, from a collapse in US house prices and spillovers from the UK market turmoil, to the drag from a looming recession in Europe, to a hard landing in China. The Fed has shown time and again it’s willing to pause rate increases if the data warrant. In the 2013 European debt crisis and the 2015 China market meltdown, for example, the Fed delayed tightening because of turmoil from abroad. That could happen again.</p><p>Using SHOK—our in-house model of the US economy—we simulate a scenario where the US is hit by a combination of weaker global demand and increased financial turbulence, resulting in a spike in the VIX, wider credit spreads, a stronger dollar, and reduced exports. If that happens, that weaker demand will lower inflation and the Fed could get away with slightly less tightening than currently anticipated—with the fed funds rate at 4.1% in 2023 instead of 4.6%</p><p><img src=\"https://static.tigerbbs.com/5fe17d1fa3c2cd0949089e9da449739e\" tg-width=\"747\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Officials at the central bank have recently shown a rare unanimity about the need to bring fed funds rates to the level indicated in the dot plot. Yet there’s growing criticism by analysts and market participants that the Fed’s preferred path is excessive. An alternative perspective is that the FOMC’s projection for fed funds rates is by no means excessively hawkish, and that various labor market characteristics suggest still more upside.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What If the Fed Has to Take Rates Up to 6%?</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\">\nWhat If the Fed Has to Take Rates Up to 6%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-has-to-take-rates-up-to-6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123011603","content_text":"The wild ride for the global economy and markets this year is in no small part the consequence of the growing recognition of the scale of the US inflation challenge and the extreme measures the Federal Reserve will be forced to take to bring prices under control. When the Fed began raising rates in March, markets were pricing in a terminal rate of just 2.8%. As of mid-November, that expectation has risen to 5%—matching the forecast Bloomberg Economics set out in July.Could they be forced to do even more? Absolutely. If the Fed is underestimating the natural rate of unemployment, or if the pandemic has resulted in a significant deterioration in productivity, a terminal rate of 6% could come into view.There are also risks in the other direction, even if they’re less likely. It would take a lot more than the shocks to date, but a prolonged period of market mayhem—of the sort seen after the UK’s mini-budget fiscal fumble in September—might be enough to persuade the Fed to halt at a lower rate.At its September meeting, the Federal Open Market Committee’s dot plot showed a higher trajectory of rate hikes, despite a deterioration in the growth outlook. A simple explanation for this anomaly is that the committee’s estimate of u*—alternatively called NAIRU, or the unemployment rate associated with price stability—has risen from the traditional 4%.The Bloomberg Economics rule—a modification of the classic Taylor rule that captures the relationship between unemployment, inflation, and Fed policy—can be used to work out an estimate of where the FOMC now puts u*. The u* values that best fit the September dot plot are 4.4% in 2022, 4.3% in 2023 and 2024, and 4.0% in 2025. That suggests the FOMC sees u* as temporarily elevated and expects it to gradually fall back to the pre-pandemic norm in 2025.What if u* is even higher? A recent estimate by Fed staff put it in the 5%-to-6% range. Given the wrenching dislocations in labor markets that have resulted from the pandemic—with both companies and workers rethinking their priorities—that’s entirely plausible. Fed Chair Jerome Powell himself has said the natural rate of unemployment has “moved up materially.”Holding the committee’s inflation forecast constant, a u* estimate of 5% would mean a terminal rate of 6%.What Lower Productivity Growth Would BringBroader macroeconomic factors, such as a slowdown in productivity growth, could also push up u*. If workers demand faster wage growth than what companies can earn from their output—either to compensate for higher inflation or simply because they have the bargaining power—the result is higher unemployment. That’s what happened in the 1970s, when productivity gains fell below wage growth.Mainstream economists appear to believe the pandemic won’t result in a repeat performance. That assumption ignores some hard-learned lessons from the 1970s that linked high inflation to lower productivity:High inflation means a sharp shift in relative prices. Businesses that have optimized their production processes on the assumption of stable input costs may find their old approaches obsolete or inefficient.On their balance sheets, companies charge themselves for property, machinery, and other capital stock based on the equivalent rental price. High inflation raises the rental price, discouraging investment.Uncertainty about inflation and central bank rates—as well as factors like geopolitics—adds an additional hurdle for companies making costly long-term investments. A project that looks profitable today might not be tomorrow if borrowing costs continue to rise.All of those factors that weighed on productivity growth in the 1970s are also present today, suggesting a high risk that potential growth may be downshifting from its already low pace before the Covid-19 pandemic.To gauge the impact of slower growth, we conducted the following experiment using FRB/US, the Fed’s workhorse model of the US economy: What happens if total factor productivity growth from 2022-25 is 0.5 percentage points lower than currently expected? That would correspond to a slowdown in gross domestic product from the current 1.8% to 1.3% by 2025.Lower potential growth would mean a more overheated economy and higher inflation. Assuming the Fed recognizes that and responds appropriately, FRB/US shows the federal funds rate would peak higher than the FOMC’s current baseline and stay higher for much longer. Our exercise shows that the Fed’s anticipated terminal rate would increase to 5% in 2023—considerably higher than the 4.6% suggested by September’s dot plot.The Effect of Major Market ShocksBloomberg Economics’ view is that the market is overestimating the risk that a recession would stay the Fed’s hand. We think Powell has learned the lesson of the 1970s, when—aiming to support growth—the central bank prematurely paused its rate-hike cycle even though inflation remained uncomfortably high, with disastrous results. We expect the Fed to hold rates at our estimated 5% terminal rate through a US downturn in the second half of 2023.Still, it’s not hard to identify significant risks on the horizon, from a collapse in US house prices and spillovers from the UK market turmoil, to the drag from a looming recession in Europe, to a hard landing in China. The Fed has shown time and again it’s willing to pause rate increases if the data warrant. In the 2013 European debt crisis and the 2015 China market meltdown, for example, the Fed delayed tightening because of turmoil from abroad. That could happen again.Using SHOK—our in-house model of the US economy—we simulate a scenario where the US is hit by a combination of weaker global demand and increased financial turbulence, resulting in a spike in the VIX, wider credit spreads, a stronger dollar, and reduced exports. If that happens, that weaker demand will lower inflation and the Fed could get away with slightly less tightening than currently anticipated—with the fed funds rate at 4.1% in 2023 instead of 4.6%Officials at the central bank have recently shown a rare unanimity about the need to bring fed funds rates to the level indicated in the dot plot. Yet there’s growing criticism by analysts and market participants that the Fed’s preferred path is excessive. An alternative perspective is that the FOMC’s projection for fed funds rates is by no means excessively hawkish, and that various labor market characteristics suggest still more upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051761523,"gmtCreate":1654740964462,"gmtModify":1676535502836,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051761523","repostId":"2241813966","repostType":4,"repost":{"id":"2241813966","kind":"highlight","pubTimestamp":1654739913,"share":"https://ttm.financial/m/news/2241813966?lang=&edition=fundamental","pubTime":"2022-06-09 09:58","market":"us","language":"en","title":"Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2241813966","media":"Seekingalpha","summary":"Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaini","content":"<html><head></head><body><p>Palantir (NYSE:PLTR) stock trades at a fraction of its price just <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one should hold for very long time periods and add during times of weakness, like now. While the company is still not yet profitable on a GAAP basis, it is generating ample free cash flow and has a cash-rich balance sheet. I rate the stock a strong buy as one of the more compelling opportunities in the tech sector. PLTR is a core holding in the Best of Breed portfolio and one I intend to hold over the long term.</p><h2>PLTR Stock Price</h2><p>PLTR peaked near $40 per share and was recently trading at around $9 per share, just below the price where it came public nearly two years ago.</p><p><img src=\"https://static.tigerbbs.com/da4ac5d7b6539f64fde4c9c73d151093\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>I last covered the name in March when I rated it a strong buy and the stock has since dropped another 19%. The ongoing price weakness should be considered a protracted opportunity to accumulate shares on the cheap.</p><h2>PLTR Stock Key Metrics</h2><p>In the latest quarter, PLTR grew revenue by 31% on the backs of 124% net dollar retention.</p><p><img src=\"https://static.tigerbbs.com/88b27056fa6b22004e950e64da123a10\" tg-width=\"1280\" tg-height=\"710\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>A typical criticism against the company has been its reliance on government revenues. Government revenue growth actually decelerated to only 16% in this past quarter. On the conference call, management indicated that growth of government revenues should accelerate in the second half of the year.</p><p><img src=\"https://static.tigerbbs.com/ec7fa44a593892eb7d1067b42d69f4e7\" tg-width=\"1280\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>It was commercial revenue growth of 54% that helped offset that slowdown.</p><p><img src=\"https://static.tigerbbs.com/615ee2457216b45a10afb836024c57d5\" tg-width=\"1280\" tg-height=\"713\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>PLTR continues to generate robust free cash flows and generated a 26% adjusted operating margin in the quarter. That margin includes stock-based compensation, so the shares outstanding are still being negatively impacted. Yet from a financial solvency perspective, the company is on strong footing. The company did make progress on profit margins on a GAAP basis, with GAAP operating margin loss compressing to 9%, a sizable improvement from the negative 33% margin in the prior year.</p><p><img src=\"https://static.tigerbbs.com/5c9c03e5b98dbcae55edc5304695f0a6\" tg-width=\"1280\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>On the earnings call, an analyst asked management about their expectation for when to expect GAAP profitability. Management basically deflected the question - investors should expect the company to continue investing aggressively, at least in the near term. PLTR ended the quarter with $2.3 billion of cash versus no debt. That is good for around 13% of the current market cap.</p><p>Looking forward, PLTR guided for $470 million of revenue in the next quarter, representing only 25% year over year growth.</p><p><img src=\"https://static.tigerbbs.com/19453f2613953c64bfca996ebbd3523e\" tg-width=\"1280\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>Some investors have tried to justify the post-earnings 20% decline by that guidance, as it seems to call into question management’s long-term guidance of 30% growth (even though on that same slide the company reiterated its outlook of at least 30% revenue growth over the next three years). Has the thesis broken down? Hardly. PLTR is a curious example of a business which still operates like it is pre-IPO yet has achieved post-IPO valuations. PLTR’s products are still arguably years ahead of their time, meaning that it will take time for its customers to fully understand how to use its products. This is shown clearly by the fact that the 31% revenue growth lagged the 86% growth in total customers. Given everything that is going on right now, it makes sense that customers aren’t getting too adventurous in using PLTR’s products to the full extent. That will inevitably change as they slowly but surely see the tremendous value that PLTR provides.</p><h2>Is Palantir Stock A Good Valuation?</h2><p>It appears that the falling prices in the tech sector have influenced Wall Street’s sentiment toward the stock. In spite of the huge plunge in the stock price, the average rating stands at only 3.25 out of 5.</p><p><img src=\"https://static.tigerbbs.com/a48d5e084f24091a1b76aa5cedc6352e\" tg-width=\"1280\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The average price target of $12.22 per share represents only 35% potential upside.</p><p><img src=\"https://static.tigerbbs.com/ccf2bb289de3af0c83b65f9ad64e5ee0\" tg-width=\"1280\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>We can see below that the average price target has declined rapidly over the past few months alongside the crash in tech stocks.</p><p><img src=\"https://static.tigerbbs.com/c1440daba41cd761edcd54db4037e1e7\" tg-width=\"1280\" tg-height=\"551\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>Is Now A Good Time To Invest In Palantir?</h2><p>I have a strong belief that the best time to buy stocks is when sentiment is low. The fact that price targets have come down so rapidly is a good indication of the poor sentiment surrounding PLTR stock. While PLTR stock is trading as if it is a tech stock going out of business, the reality is anything but.</p><p>Recall that PLTR is a best of breed operator helping its customers harness the true value of its data. I view PLTR to be as close as any company to being the enabler of “Skynet” (a Terminator reference).</p><p><img src=\"https://static.tigerbbs.com/1c74dc14b14296f7a9fff0737793db17\" tg-width=\"1280\" tg-height=\"660\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>PLTR has made the bold claim that it will be the next Amazon Web Services (‘AWS’).</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/7/saupload_nNgGxXAO2u7UiyVdDQnSPW4vDNb6ShBF8jiRLQ0Y-iKw5IbqA7bA_N7sY5M6-i8BuGWEusYvE3GqHT960lHVDeVrSYii9qKyevBguQxd38OeRKbZ3KAjD1cRnxgMSZYfVDteHCnfGlO5ttRqHQ.png\" tg-width=\"1280\" tg-height=\"648\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>That’s clearly an ambitious goal. Yet as data continues to grow, PLTR’s products only become more and more valuable as its customers look to further optimize their businesses in ways that humans alone cannot achieve. PLTR remains the best positioned company to help the world harness the power of artificial intelligence.</p><h2>What Is Palantir&#39;s Outlook?</h2><p>Consensus estimates call for around 28% growth through 2024 - noticeably lower than management’s outlook for at least 30% growth over the next three years.</p><p><img src=\"https://static.tigerbbs.com/a6d33f2559be47c1df1f150b8afefea5\" tg-width=\"1280\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>PLTR’S ability to sustain elevated growth rates for many years is what makes the stock so compelling here.</p><h2>Is PLTR Stock A Buy, Sell, or Hold?</h2><p>The stock is trading at 9x forward sales. That might not seem that cheap, especially considering that PLTR is still not yet profitable on a GAAP basis. Yet as operating leverage takes hold, I expect PLTR to eventually generate robust profit margins. There are already signs of operating leverage taking place. Below we can see the 3-year financial snapshot - operating expenses have already moderated significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/38a660fc8e9db3df00e9207854e65d9c\" tg-width=\"1280\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2021 10-K</p><p>I can see PLTR eventually sustaining at least 30% net margins over the long term. Assuming a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at around 13.5x sales by 2024. That presents 141% potential upside, representing around 40% compounded returns over the next 2.5 years. What are the key risks here? I am not concerned with financial solvency risk due to the cash-rich balance sheet and free cash flow generation. But if the company is unable to realize operating leverage, perhaps due to factors like competition, then it may not produce sufficient GAAP profits to justify an investment over the long term. This is a key risk when investing in any unprofitable company. Over the near term, another risk is if growth rates suddenly decelerate rapidly - this would likely lead to material compression in the valuation multiple. I have the view that PLTR has a long growth runway ahead of it but would be a quick seller if the company was unable to meet its outlook for 30% average growth. I rate the stock a strong buy as the underlying growth and multiple expansion potential both make this a compelling buy at current prices. PLTR is one of the core holdings in the Best of Breed portfolio and one I intend to hold over the long term.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241813966","content_text":"Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one should hold for very long time periods and add during times of weakness, like now. While the company is still not yet profitable on a GAAP basis, it is generating ample free cash flow and has a cash-rich balance sheet. I rate the stock a strong buy as one of the more compelling opportunities in the tech sector. PLTR is a core holding in the Best of Breed portfolio and one I intend to hold over the long term.PLTR Stock PricePLTR peaked near $40 per share and was recently trading at around $9 per share, just below the price where it came public nearly two years ago.Data by YChartsI last covered the name in March when I rated it a strong buy and the stock has since dropped another 19%. The ongoing price weakness should be considered a protracted opportunity to accumulate shares on the cheap.PLTR Stock Key MetricsIn the latest quarter, PLTR grew revenue by 31% on the backs of 124% net dollar retention.2022 Q1 PresentationA typical criticism against the company has been its reliance on government revenues. Government revenue growth actually decelerated to only 16% in this past quarter. On the conference call, management indicated that growth of government revenues should accelerate in the second half of the year.2022 Q1 PresentationIt was commercial revenue growth of 54% that helped offset that slowdown.2022 Q1 PresentationPLTR continues to generate robust free cash flows and generated a 26% adjusted operating margin in the quarter. That margin includes stock-based compensation, so the shares outstanding are still being negatively impacted. Yet from a financial solvency perspective, the company is on strong footing. The company did make progress on profit margins on a GAAP basis, with GAAP operating margin loss compressing to 9%, a sizable improvement from the negative 33% margin in the prior year.2022 Q1 PresentationOn the earnings call, an analyst asked management about their expectation for when to expect GAAP profitability. Management basically deflected the question - investors should expect the company to continue investing aggressively, at least in the near term. PLTR ended the quarter with $2.3 billion of cash versus no debt. That is good for around 13% of the current market cap.Looking forward, PLTR guided for $470 million of revenue in the next quarter, representing only 25% year over year growth.2022 Q1 PresentationSome investors have tried to justify the post-earnings 20% decline by that guidance, as it seems to call into question management’s long-term guidance of 30% growth (even though on that same slide the company reiterated its outlook of at least 30% revenue growth over the next three years). Has the thesis broken down? Hardly. PLTR is a curious example of a business which still operates like it is pre-IPO yet has achieved post-IPO valuations. PLTR’s products are still arguably years ahead of their time, meaning that it will take time for its customers to fully understand how to use its products. This is shown clearly by the fact that the 31% revenue growth lagged the 86% growth in total customers. Given everything that is going on right now, it makes sense that customers aren’t getting too adventurous in using PLTR’s products to the full extent. That will inevitably change as they slowly but surely see the tremendous value that PLTR provides.Is Palantir Stock A Good Valuation?It appears that the falling prices in the tech sector have influenced Wall Street’s sentiment toward the stock. In spite of the huge plunge in the stock price, the average rating stands at only 3.25 out of 5.Seeking AlphaThe average price target of $12.22 per share represents only 35% potential upside.Seeking AlphaWe can see below that the average price target has declined rapidly over the past few months alongside the crash in tech stocks.Seeking AlphaIs Now A Good Time To Invest In Palantir?I have a strong belief that the best time to buy stocks is when sentiment is low. The fact that price targets have come down so rapidly is a good indication of the poor sentiment surrounding PLTR stock. While PLTR stock is trading as if it is a tech stock going out of business, the reality is anything but.Recall that PLTR is a best of breed operator helping its customers harness the true value of its data. I view PLTR to be as close as any company to being the enabler of “Skynet” (a Terminator reference).2022 Q1 PresentationPLTR has made the bold claim that it will be the next Amazon Web Services (‘AWS’).2022 Q1 PresentationThat’s clearly an ambitious goal. Yet as data continues to grow, PLTR’s products only become more and more valuable as its customers look to further optimize their businesses in ways that humans alone cannot achieve. PLTR remains the best positioned company to help the world harness the power of artificial intelligence.What Is Palantir's Outlook?Consensus estimates call for around 28% growth through 2024 - noticeably lower than management’s outlook for at least 30% growth over the next three years.Seeking AlphaPLTR’S ability to sustain elevated growth rates for many years is what makes the stock so compelling here.Is PLTR Stock A Buy, Sell, or Hold?The stock is trading at 9x forward sales. That might not seem that cheap, especially considering that PLTR is still not yet profitable on a GAAP basis. Yet as operating leverage takes hold, I expect PLTR to eventually generate robust profit margins. There are already signs of operating leverage taking place. Below we can see the 3-year financial snapshot - operating expenses have already moderated significantly over the past year.2021 10-KI can see PLTR eventually sustaining at least 30% net margins over the long term. Assuming a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at around 13.5x sales by 2024. That presents 141% potential upside, representing around 40% compounded returns over the next 2.5 years. What are the key risks here? I am not concerned with financial solvency risk due to the cash-rich balance sheet and free cash flow generation. But if the company is unable to realize operating leverage, perhaps due to factors like competition, then it may not produce sufficient GAAP profits to justify an investment over the long term. This is a key risk when investing in any unprofitable company. Over the near term, another risk is if growth rates suddenly decelerate rapidly - this would likely lead to material compression in the valuation multiple. I have the view that PLTR has a long growth runway ahead of it but would be a quick seller if the company was unable to meet its outlook for 30% average growth. I rate the stock a strong buy as the underlying growth and multiple expansion potential both make this a compelling buy at current prices. PLTR is one of the core holdings in the Best of Breed portfolio and one I intend to hold over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083696035,"gmtCreate":1650102629663,"gmtModify":1676534648366,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Smart ones ain't the ones ordering the new Ferraris","listText":"Smart ones ain't the ones ordering the new Ferraris","text":"Smart ones ain't the ones ordering the new Ferraris","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083696035","repostId":"1175785386","repostType":4,"repost":{"id":"1175785386","kind":"news","pubTimestamp":1650066953,"share":"https://ttm.financial/m/news/1175785386?lang=&edition=fundamental","pubTime":"2022-04-16 07:55","market":"us","language":"en","title":"The Smart Investor Will Avoid GameStop and Bed Bath & Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1175785386","media":"investorplace","summary":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to","content":"<html><head></head><body><ul><li>Bed Bath &amp; Beyond (BBBY) just got three seats on its board.</li><li>GameStop (GME) savior Ryan Cohen ought to pick one or the other.</li><li>The smart move for investors is not to own either.</li></ul><p>Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath &amp; Beyond (NASDAQ:BBBY).</p><p>Cohen recently gained three seats on Bed Bath &amp; Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.</p><p>BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.</p><p>If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath &amp; Beyond.</p><p>Here’s why.</p><h2>Ryan Cohen Is No Warren Buffett</h2><p>The idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.</p><p>Here’s what Chukumba had to say about GameStop:</p><p>“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.</p><p>In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.</p><p>GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.</p><p>In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.</p><p>The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.</p><h2>GME Stock + BBBY = Potential Bloodbath</h2><p>As I said in the intro, Bed Bath &amp; Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.</p><p>So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.</p><p>Chukumba is equally unimpressed by Cohen’s BBBY play:</p><p>“It’s the same thing with Bed Bath &amp; Beyond. He bought a stake in Bed Bath &amp; Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”</p><p>He’s 100% on the mark.</p><p>The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.</p><h2>Chewy’s Not Looking So Hot</h2><p>Before ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.</p><p>For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.</p><p>The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.</p><p>Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.</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>The Smart Investor Will Avoid GameStop and Bed Bath & Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smart Investor Will Avoid GameStop and Bed Bath & Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following ...</p>\n\n<a href=\"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/\">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","GME":"游戏驿站"},"source_url":"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175785386","content_text":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.Here’s why.Ryan Cohen Is No Warren BuffettThe idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.Here’s what Chukumba had to say about GameStop:“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.GME Stock + BBBY = Potential BloodbathAs I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.Chukumba is equally unimpressed by Cohen’s BBBY play:“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”He’s 100% on the mark.The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.Chewy’s Not Looking So HotBefore ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960652178,"gmtCreate":1668148527494,"gmtModify":1676538020869,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$ &nbsp;</a>","text":"$Digital Turbine(APPS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960652178","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391698,"gmtCreate":1668584898815,"gmtModify":1676538080277,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/V8Y.SI\">$Quantum Health(V8Y.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/V8Y.SI\">$Quantum Health(V8Y.SI)$ &nbsp;</a>","text":"$Quantum Health(V8Y.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963391698","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074957573,"gmtCreate":1658286458492,"gmtModify":1676536135373,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Let's hope you are right","listText":"Let's hope you are right","text":"Let's hope you are right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074957573","repostId":"1151508320","repostType":4,"repost":{"id":"1151508320","kind":"news","pubTimestamp":1658289497,"share":"https://ttm.financial/m/news/1151508320?lang=&edition=fundamental","pubTime":"2022-07-20 11:58","market":"us","language":"en","title":"Palantir: Possibly The Buy Of The Decade Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1151508320","media":"Seeking Alpha","summary":"SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has been one of the worst-hit stocks since the growth meltdown began last year.</li><li>While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably transitory factors.</li><li>The market has been a voting machine for Palantir&#39;s stock recently, but it should price the company&#39;s shares much higher long term.</li></ul><p>Palantir Technologies Inc. (NYSE:PLTR) is one of the most controversial companies. The company&#39;s market cap is floating at around $18 billion, more than ten times TTM sales. Moreover, the company is infamous for its dilution and has never shown a net profit in a single quarter. Therefore, it is no surprise that since the growth meltdown began last year, Palantir has been one of the worst-hit stocks. The company experienced an epic drop of 80% from peak to trough, but the share price has begun to recover.</p><p><b>PLTR 1-Year</b></p><p><img src=\"https://static.tigerbbs.com/9de65d4b86e4ec1d262d3162399e05b7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>PLTR (StockCharts.com)</p><p>Benjamin Graham may have said it best - &#34;In the short term, the market is a voting machine, but in the long run, it is a weighing machine.&#34; Mr. Graham was a brilliant investor, and the saying applies exceptionally well to Palantir, in my view. The market seemed crazy about Palantir when the stock was at $20 or $30, but is not fond of Palantir these days. The stock was severely diluted after its IPO, and the criticisms of stock-based compensation (&#34;SBC&#34;) continue today. Moreover, growth and high multiple stocks are not as popular as they were throughout most of 2021, and with a possible recession approaching, the market is voting &#34;No&#34; on Palantir.</p><p>However, let&#39;s weigh Palantir&#39;s stock instead of voting for it. Dilution and SBC compensation are common phenomena with IPOs, and Palantir is not an exception. Let&#39;s not look at past sales, but let us focus on the company&#39;s revenue growth and earning potential. Additionally, let&#39;s consider Palantir&#39;s unique, leading, and dominant market position and how it could impact future growth prospects and profitability potential. Moreover, Palantir&#39;s growth runway is massive, and its profitability potential is vast, making the stock possibly one of the best buys for the next decade.</p><p><b>Palantir - The Government&#39;s Favorite Contractor</b></p><p>One of Palantir&#39;s most unique facets is its dominant position as a government contractor. The company provides software solutions through its Gotham program to numerous government agencies. Some of Palantir&#39;s government clients include the U.S. military, intelligence, and police. More specifically, the FBI, DOD, CIA, NSA, and many other agencies use Palantir&#39;s linked databases,data mining solutions, analysis software, and much more. Furthermore, Palantir services the NHS, FDA, and other agencies. While Palantir is growing its corporate business aggressively, it still derived most of its revenues (54%) from government contracts last quarter. Advantageously, Palantir gets a substantial portion of its revenues from the government as the government is famous for its loose spending policies. Moreover, the company should continue growing government revenues, and even when a recession comes, the government will continue its spending.</p><p><b>It&#39;s All About Growth - For Now</b></p><p>I hear a lot of complaints that Palantir is not profitable, but Palantir does not need to be profitable. The company is growing at more than 30%.</p><p><img src=\"https://static.tigerbbs.com/86703bab0eb031120a21a04070660751\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>Q1 Highlights (investors.palantir.com)</p><p>Palantir&#39;s growth metrics are tremendous. 31% YoY revenue growth, 54% YoY commercial revenue growth, 136% YoY U.S. commercial revenue growth, and 86% YoY customer count growth. While the company&#39;s government business remains its anchor, we see Palantir growing its commercial business aggressively now. Moreover, we should continue seeing robust growth from the government and corporate clients as the company moves on. For full-year 2022, the company expects to show an adjusted operating margin of approximately 27% and anticipates providing30% annual growthor greater through 2025.</p><p><b>Be Patient - Profitability Will Come</b></p><p>Palantir is a high-growth company. Therefore, there is no need for it to be profitable right now. The company needs to focus on growing operations, increasing market share, and setting up future profitability potential. However, when it&#39;s time, Palantir should be exceptionally profitable.</p><p><b>Statement of Operations</b></p><p><img src=\"https://static.tigerbbs.com/c68e8a7494948e5f170dc64534d1921a\" tg-width=\"640\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>Statement of Operations (investors.palantir.com)</p><p>Last quarter, the company&#39;s gross profit increased by32% YoY. At the same time, Palantir&#39;s operating expenses increased by only 2.6% YoY. Therefore, the operating loss last quarter was much narrower than last year&#39;s, just $39.4 million vs. $114 million one year ago. Moreover, Palantir&#39;s gross margin came in at a whopping 78.6% the previous quarter, even higher than the 78.3% from one year ago. Thus, we see Palantir is growing increasingly profitable. As the company&#39;s gross profit continues to increase, it will start outweighing the company&#39;s operating expenses significantly, leading to substantial increases in operating income, net profit, and EPS.</p><p><b>Dilution - Not a Problem Anymore</b></p><p>We see that Palantir&#39;s share count rose by about 11% YoY. Therefore, Palantir is still diluting, but not nearly as much as it did when the company initially went public. Palantir went public with only about476 million shares. However, the company has more than 2 billion shares outstanding now. Yet, much of the dilation occurred early, essentially right after the company went public. Roughly six months after going public, the company already had nearly1.8 billion shares. Since then, SBC expenses have been declining significantly and are likely to continue falling as the company advances. Additionally, increased SBC is a common phenomenon with IPOs and is not a Palantir-isolated phenomenon.</p><p><b>SBS Expenses</b></p><p><img src=\"https://static.tigerbbs.com/5f9e8cbaa81a63e7986e0b033c550680\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>SBS Expenses (investors.palantir.com)</p><p>We see that, despite significantly higher revenues and income, SBC is down by about 23% YoY. This dynamic implies that the trend of lower SBC expenses should continue. Also, if we factor out the SBC expenses, we see that Palantir should become remarkably profitable. Minus SBC, the company&#39;s cost of revenue was only about<i>$82.8 million</i>, implying a gross margin of nearly 82% for Palantir. Minus SBC, Palantir&#39;s operating income would have been around<i>$110 million</i> last quarter, illustrating an operating margin of approximately 25%.</p><p>The company would have even recorded a small net income of about<i>$10 million</i> once SBC expenses are removed from the equation. The company reported an adjusted EPS of $0.02, illustrating that the company can be profitable right now, even while growing YoY revenues at more than 30%. Therefore, we see that Palantir has the potential to become increasingly prosperous. As the company&#39;s revenues and gross profit continue to rise, its operating expenses should increase modestly, and the SBC should continue declining significantly in proportion to the company&#39;s revenues. Thus, Palantir&#39;s profitability metrics should improve dramatically in the coming years.</p><p><b>Palantir - May Be Recession Proof</b></p><p>There&#39;s much concern about the upcoming recession. However, Palantir is in a unique position, as much of the company&#39;s revenues come from government contracts. The company&#39;s corporate clients are also not likely to reduce their reliance on Palantir&#39;s services, as the company provides essential solutions relating to data analytics, cybersecurity, and other critical aspects. Therefore, even in a recession, Palantir&#39;s growth should continue increasing, making it one of the best long-term buys in the market right now.</p><p><b>A Closer Look At Palantir&#39;s Valuation</b></p><p>Palantir should deliver roughly $2.6 billion in revenues next year, placing its forward P/S multiple at approximately 7. However, Palantir is a dominant market-leading high-growth company with remarkable profitability potential. Recently, the stock got voted down to a 5x forward sales multiple, when the stock fell down to $6. Now at $9 Palantir is trading at about 7 times forward sales, but it may trade at a significantly higher sales multiple down the line. Many companies with far less growth potential sell at significantly higher sales multiples.</p><p><b>Therefore, here&#39;s how Palantir&#39;s financials could look like as the company advances:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>Utilizing the company&#39;s projected 30% growth rate through 2025 and a slight drop-off through 2027 gets us to approximately <i>$7.3 billion</i> in revenues in 2027. The 7-9 times forward sales multiple projections are not high considering Palantir&#39;s robust growth and substantial profitability potential. Microsoft (MSFT), a software company with much slower growth, trades at about eight times forward sales. Nvidia (NVDA), a growth company with significantly slower growth, trades at approximately 12 times forward sales projections. Moreover, many other growth companies are trading at substantially higher multiples than ten times sales.</p><p>Palantir could command a P/S multiple of 7-9 or significantly higher in the coming years, possibly making the stock one of the best buys for the next decade. Therefore, the market will probably start weighing the company&#39;s stock instead of voting for it in the coming years, and Palantir&#39;s share price will likely advance much higher.</p><p><b>Risks To Palantir</b></p><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</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>Palantir: Possibly The Buy Of The Decade 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\">\nPalantir: Possibly The Buy Of The Decade Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151508320","content_text":"SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably transitory factors.The market has been a voting machine for Palantir's stock recently, but it should price the company's shares much higher long term.Palantir Technologies Inc. (NYSE:PLTR) is one of the most controversial companies. The company's market cap is floating at around $18 billion, more than ten times TTM sales. Moreover, the company is infamous for its dilution and has never shown a net profit in a single quarter. Therefore, it is no surprise that since the growth meltdown began last year, Palantir has been one of the worst-hit stocks. The company experienced an epic drop of 80% from peak to trough, but the share price has begun to recover.PLTR 1-YearPLTR (StockCharts.com)Benjamin Graham may have said it best - \"In the short term, the market is a voting machine, but in the long run, it is a weighing machine.\" Mr. Graham was a brilliant investor, and the saying applies exceptionally well to Palantir, in my view. The market seemed crazy about Palantir when the stock was at $20 or $30, but is not fond of Palantir these days. The stock was severely diluted after its IPO, and the criticisms of stock-based compensation (\"SBC\") continue today. Moreover, growth and high multiple stocks are not as popular as they were throughout most of 2021, and with a possible recession approaching, the market is voting \"No\" on Palantir.However, let's weigh Palantir's stock instead of voting for it. Dilution and SBC compensation are common phenomena with IPOs, and Palantir is not an exception. Let's not look at past sales, but let us focus on the company's revenue growth and earning potential. Additionally, let's consider Palantir's unique, leading, and dominant market position and how it could impact future growth prospects and profitability potential. Moreover, Palantir's growth runway is massive, and its profitability potential is vast, making the stock possibly one of the best buys for the next decade.Palantir - The Government's Favorite ContractorOne of Palantir's most unique facets is its dominant position as a government contractor. The company provides software solutions through its Gotham program to numerous government agencies. Some of Palantir's government clients include the U.S. military, intelligence, and police. More specifically, the FBI, DOD, CIA, NSA, and many other agencies use Palantir's linked databases,data mining solutions, analysis software, and much more. Furthermore, Palantir services the NHS, FDA, and other agencies. While Palantir is growing its corporate business aggressively, it still derived most of its revenues (54%) from government contracts last quarter. Advantageously, Palantir gets a substantial portion of its revenues from the government as the government is famous for its loose spending policies. Moreover, the company should continue growing government revenues, and even when a recession comes, the government will continue its spending.It's All About Growth - For NowI hear a lot of complaints that Palantir is not profitable, but Palantir does not need to be profitable. The company is growing at more than 30%.Q1 Highlights (investors.palantir.com)Palantir's growth metrics are tremendous. 31% YoY revenue growth, 54% YoY commercial revenue growth, 136% YoY U.S. commercial revenue growth, and 86% YoY customer count growth. While the company's government business remains its anchor, we see Palantir growing its commercial business aggressively now. Moreover, we should continue seeing robust growth from the government and corporate clients as the company moves on. For full-year 2022, the company expects to show an adjusted operating margin of approximately 27% and anticipates providing30% annual growthor greater through 2025.Be Patient - Profitability Will ComePalantir is a high-growth company. Therefore, there is no need for it to be profitable right now. The company needs to focus on growing operations, increasing market share, and setting up future profitability potential. However, when it's time, Palantir should be exceptionally profitable.Statement of OperationsStatement of Operations (investors.palantir.com)Last quarter, the company's gross profit increased by32% YoY. At the same time, Palantir's operating expenses increased by only 2.6% YoY. Therefore, the operating loss last quarter was much narrower than last year's, just $39.4 million vs. $114 million one year ago. Moreover, Palantir's gross margin came in at a whopping 78.6% the previous quarter, even higher than the 78.3% from one year ago. Thus, we see Palantir is growing increasingly profitable. As the company's gross profit continues to increase, it will start outweighing the company's operating expenses significantly, leading to substantial increases in operating income, net profit, and EPS.Dilution - Not a Problem AnymoreWe see that Palantir's share count rose by about 11% YoY. Therefore, Palantir is still diluting, but not nearly as much as it did when the company initially went public. Palantir went public with only about476 million shares. However, the company has more than 2 billion shares outstanding now. Yet, much of the dilation occurred early, essentially right after the company went public. Roughly six months after going public, the company already had nearly1.8 billion shares. Since then, SBC expenses have been declining significantly and are likely to continue falling as the company advances. Additionally, increased SBC is a common phenomenon with IPOs and is not a Palantir-isolated phenomenon.SBS ExpensesSBS Expenses (investors.palantir.com)We see that, despite significantly higher revenues and income, SBC is down by about 23% YoY. This dynamic implies that the trend of lower SBC expenses should continue. Also, if we factor out the SBC expenses, we see that Palantir should become remarkably profitable. Minus SBC, the company's cost of revenue was only about$82.8 million, implying a gross margin of nearly 82% for Palantir. Minus SBC, Palantir's operating income would have been around$110 million last quarter, illustrating an operating margin of approximately 25%.The company would have even recorded a small net income of about$10 million once SBC expenses are removed from the equation. The company reported an adjusted EPS of $0.02, illustrating that the company can be profitable right now, even while growing YoY revenues at more than 30%. Therefore, we see that Palantir has the potential to become increasingly prosperous. As the company's revenues and gross profit continue to rise, its operating expenses should increase modestly, and the SBC should continue declining significantly in proportion to the company's revenues. Thus, Palantir's profitability metrics should improve dramatically in the coming years.Palantir - May Be Recession ProofThere's much concern about the upcoming recession. However, Palantir is in a unique position, as much of the company's revenues come from government contracts. The company's corporate clients are also not likely to reduce their reliance on Palantir's services, as the company provides essential solutions relating to data analytics, cybersecurity, and other critical aspects. Therefore, even in a recession, Palantir's growth should continue increasing, making it one of the best long-term buys in the market right now.A Closer Look At Palantir's ValuationPalantir should deliver roughly $2.6 billion in revenues next year, placing its forward P/S multiple at approximately 7. However, Palantir is a dominant market-leading high-growth company with remarkable profitability potential. Recently, the stock got voted down to a 5x forward sales multiple, when the stock fell down to $6. Now at $9 Palantir is trading at about 7 times forward sales, but it may trade at a significantly higher sales multiple down the line. Many companies with far less growth potential sell at significantly higher sales multiples.Therefore, here's how Palantir's financials could look like as the company advances:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetUtilizing the company's projected 30% growth rate through 2025 and a slight drop-off through 2027 gets us to approximately $7.3 billion in revenues in 2027. The 7-9 times forward sales multiple projections are not high considering Palantir's robust growth and substantial profitability potential. Microsoft (MSFT), a software company with much slower growth, trades at about eight times forward sales. Nvidia (NVDA), a growth company with significantly slower growth, trades at approximately 12 times forward sales projections. Moreover, many other growth companies are trading at substantially higher multiples than ten times sales.Palantir could command a P/S multiple of 7-9 or significantly higher in the coming years, possibly making the stock one of the best buys for the next decade. Therefore, the market will probably start weighing the company's stock instead of voting for it in the coming years, and Palantir's share price will likely advance much higher.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067239254,"gmtCreate":1652478889878,"gmtModify":1676535106239,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Finally some reprieve","listText":"Finally some reprieve","text":"Finally some reprieve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067239254","repostId":"1170007080","repostType":4,"repost":{"id":"1170007080","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":1652448657,"share":"https://ttm.financial/m/news/1170007080?lang=&edition=fundamental","pubTime":"2022-05-13 21:30","market":"us","language":"en","title":"Dow Climbs 200 Points, S&P 500 Adds 1% As It Tries to Dodge a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170007080","media":"Tiger Newspress","summary":"Stocks traded higher early Friday morning as investors looked to steer the S&P 500 away from officia","content":"<html><head></head><body><p>Stocks traded higher early Friday morning as investors looked to steer the S&amp;P 500 away from official bear market territory.</p><p>The Dow Jones Industrial Average rose 260 points, or 0.8%, while the S&amp;P 500 gained 1.2% and the Nasdaq Composite added 1.8%.</p><p>On Wednesday, the S&amp;P 500 and Dow bounced off their intraday lows but still fell 0.1% and 0.3%, respectively. The S&amp;P closed down more than 18% from its all-time high, and will be in an official bear market if that loss deepens to 20%. The Dow has declined for six straight trading sessions.</p><p>The Nasdaq squeaked out a gain of less than 0.1% on Wednesday, but the tech-heavy index is already in a bear market, down more than 29% from its all-time high.</p><p>All the major averages are on track to end the week in the negative. The Dow is down 3.55%, while the S&amp;P 500 and Nasdaq have slipped 4.7% and 6.4%, respectively.</p><p>The stock market has been slumping for months, starting with high-growth unprofitable tech stocks late last year and spreading to even companies with healthy cash flows stocks in recent weeks. On Thursday, Apple fell into a bear market of its own, becoming the last of the Big Tech names to succumb to the sell-off.</p><p>The decline has wiped much of the rapid gains stocks enjoyed off their pandemic lows in March 2020.</p><p>“Large deviations from long-term price trends have been used for bubble identification. We find that US equities have been in a bubble based on this metric, and are now exiting it,” Citi strategist Dirk Willer said in a note to clients on Thursday.</p><p>One reason that stocks have struggled in recent months is high inflation, and the Federal Reserve’s attempts to contain prices by raising rates. Fed Chair Jerome Powell told NPR on Thursday that he couldn’t guarantee a “soft landing” that brought down inflation without causing a recession.</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>Dow Climbs 200 Points, S&P 500 Adds 1% As It Tries to Dodge a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Climbs 200 Points, S&P 500 Adds 1% As It Tries to Dodge a Bear Market\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\">2022-05-13 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks traded higher early Friday morning as investors looked to steer the S&amp;P 500 away from official bear market territory.</p><p>The Dow Jones Industrial Average rose 260 points, or 0.8%, while the S&amp;P 500 gained 1.2% and the Nasdaq Composite added 1.8%.</p><p>On Wednesday, the S&amp;P 500 and Dow bounced off their intraday lows but still fell 0.1% and 0.3%, respectively. The S&amp;P closed down more than 18% from its all-time high, and will be in an official bear market if that loss deepens to 20%. The Dow has declined for six straight trading sessions.</p><p>The Nasdaq squeaked out a gain of less than 0.1% on Wednesday, but the tech-heavy index is already in a bear market, down more than 29% from its all-time high.</p><p>All the major averages are on track to end the week in the negative. The Dow is down 3.55%, while the S&amp;P 500 and Nasdaq have slipped 4.7% and 6.4%, respectively.</p><p>The stock market has been slumping for months, starting with high-growth unprofitable tech stocks late last year and spreading to even companies with healthy cash flows stocks in recent weeks. On Thursday, Apple fell into a bear market of its own, becoming the last of the Big Tech names to succumb to the sell-off.</p><p>The decline has wiped much of the rapid gains stocks enjoyed off their pandemic lows in March 2020.</p><p>“Large deviations from long-term price trends have been used for bubble identification. We find that US equities have been in a bubble based on this metric, and are now exiting it,” Citi strategist Dirk Willer said in a note to clients on Thursday.</p><p>One reason that stocks have struggled in recent months is high inflation, and the Federal Reserve’s attempts to contain prices by raising rates. Fed Chair Jerome Powell told NPR on Thursday that he couldn’t guarantee a “soft landing” that brought down inflation without causing a recession.</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"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170007080","content_text":"Stocks traded higher early Friday morning as investors looked to steer the S&P 500 away from official bear market territory.The Dow Jones Industrial Average rose 260 points, or 0.8%, while the S&P 500 gained 1.2% and the Nasdaq Composite added 1.8%.On Wednesday, the S&P 500 and Dow bounced off their intraday lows but still fell 0.1% and 0.3%, respectively. The S&P closed down more than 18% from its all-time high, and will be in an official bear market if that loss deepens to 20%. The Dow has declined for six straight trading sessions.The Nasdaq squeaked out a gain of less than 0.1% on Wednesday, but the tech-heavy index is already in a bear market, down more than 29% from its all-time high.All the major averages are on track to end the week in the negative. The Dow is down 3.55%, while the S&P 500 and Nasdaq have slipped 4.7% and 6.4%, respectively.The stock market has been slumping for months, starting with high-growth unprofitable tech stocks late last year and spreading to even companies with healthy cash flows stocks in recent weeks. On Thursday, Apple fell into a bear market of its own, becoming the last of the Big Tech names to succumb to the sell-off.The decline has wiped much of the rapid gains stocks enjoyed off their pandemic lows in March 2020.“Large deviations from long-term price trends have been used for bubble identification. We find that US equities have been in a bubble based on this metric, and are now exiting it,” Citi strategist Dirk Willer said in a note to clients on Thursday.One reason that stocks have struggled in recent months is high inflation, and the Federal Reserve’s attempts to contain prices by raising rates. Fed Chair Jerome Powell told NPR on Thursday that he couldn’t guarantee a “soft landing” that brought down inflation without causing a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956799213,"gmtCreate":1674185520833,"gmtModify":1676538928537,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>","text":"$Alibaba(09988)$","images":[{"img":"https://community-static.tradeup.com/news/a08fac5adf7583284dd585679dadadac","width":"1080","height":"1728"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956799213","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984215463,"gmtCreate":1667644960952,"gmtModify":1676537948251,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>","text":"$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984215463","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074595375,"gmtCreate":1658369760298,"gmtModify":1676536149013,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"This market is being silly","listText":"This market is being silly","text":"This market is being silly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074595375","repostId":"1188579426","repostType":4,"repost":{"id":"1188579426","kind":"news","pubTimestamp":1658364268,"share":"https://ttm.financial/m/news/1188579426?lang=&edition=fundamental","pubTime":"2022-07-21 08:44","market":"us","language":"en","title":"NFLX Stock Gains 7% Because Its Earnings Weren’t That Bad","url":"https://stock-news.laohu8.com/highlight/detail?id=1188579426","media":"InvestorPlace","summary":"Netflix(NFLX) stock is rising after reporting it lost fewer subscribers than expected in the second ","content":"<html><head></head><body><ul><li><b>Netflix</b>(<b><u>NFLX</u></b>) stock is rising after reporting it lost fewer subscribers than expected in the second quarter.</li><li>The streaming company also revealed more details on its plan to launch an ad-supported streaming tier next year.</li><li>Netflix also outlined plans to crackdown on password sharing, particularly in Latin America.</li></ul><p>Shares of <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) are up 7.35% today after the streaming giant reported better-than-expected second quarter financial results. Year-to-date, NFLX stock is down 66% and trading at $201.63 per share.</p><p>Specifically, investors are reacting to the fact that Netflix lost one million global subscribers in the second quarter, which was half the number the company had forecast. While a loss of one million subscribers is not great, it is literally half as bad as had been expected, which is helping to bolster investor sentiment toward NFLX stock.</p><p><b>What Happened With NFLX Stock</b></p><p>In addition to the global subscriber loss, Netflix reported that it lost 1.3 million subscribers in the U.S. and Canada during the April through June period, marking the third time in the last five quarters the company has lost paid subscribers in its most profitable market. Some of those losses were offset by gains in the Asia-Pacific and European markets, the company said.</p><p>Netflix announced its share of total television viewing in the U.S. reached an all-time high in June of 7.7%. The company’s revenue grew 8.6% during the second quarter to $7.97 billion. That missed Wall Street estimates of $8.04 billion in revenue. Total subscribers in Q2 came to 220.7 million, compared with estimates of 220.2 million. Earnings per share of $3.20 beat analysts’ average estimate.</p><p>Looking ahead, Netflix forecast that it will add about one million new subscribers during the third quarter that runs through the end of September. That is below the 1.8 million additional subscribers expected on Wall Street, according to Refinitiv data. The company forecast its Q3 earnings will come in at $2.14 per share, compared with analyst estimates of $2.72.</p><p><b>Why It Matters</b></p><p>The second-quarter print shows the bleeding at Netflix may have stopped. Losing fewer subscribers than forecast appears to have come as a huge relief to Netflix investors. It indicates the streaming company might be able to turn its fortunes around despite facing growing competition and fickle consumer tastes.</p><p>In releasing its second-quarter earnings, Netflix provided more details on its turnaround plan, specifically through a new advertising-supported streaming tier. The company said the new ad-supported plan will launch early next year. Last week, Netflix announced it will partner with <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) on the new advertisements that will appear on its platform.</p><p>Netflix also detailed plans to crackdown on password sharing that hurts its revenue, particularly in Latin America.</p><p><b>What’s Next for NFLX Stock</b></p><p>Netflix is benefiting from a relief rally today following the company’s Q2 earnings print. While the financial results weren’t great, the losses weren’t as bad as anticipated. That appears to be good enough for investors.</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>NFLX Stock Gains 7% Because Its Earnings Weren’t That Bad</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\">\nNFLX Stock Gains 7% Because Its Earnings Weren’t That Bad\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 08:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/nflx-stock-gains-6-because-its-earnings-werent-that-bad/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NFLX) stock is rising after reporting it lost fewer subscribers than expected in the second quarter.The streaming company also revealed more details on its plan to launch an ad-supported ...</p>\n\n<a href=\"https://investorplace.com/2022/07/nflx-stock-gains-6-because-its-earnings-werent-that-bad/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://investorplace.com/2022/07/nflx-stock-gains-6-because-its-earnings-werent-that-bad/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188579426","content_text":"Netflix(NFLX) stock is rising after reporting it lost fewer subscribers than expected in the second quarter.The streaming company also revealed more details on its plan to launch an ad-supported streaming tier next year.Netflix also outlined plans to crackdown on password sharing, particularly in Latin America.Shares of Netflix(NASDAQ:NFLX) are up 7.35% today after the streaming giant reported better-than-expected second quarter financial results. Year-to-date, NFLX stock is down 66% and trading at $201.63 per share.Specifically, investors are reacting to the fact that Netflix lost one million global subscribers in the second quarter, which was half the number the company had forecast. While a loss of one million subscribers is not great, it is literally half as bad as had been expected, which is helping to bolster investor sentiment toward NFLX stock.What Happened With NFLX StockIn addition to the global subscriber loss, Netflix reported that it lost 1.3 million subscribers in the U.S. and Canada during the April through June period, marking the third time in the last five quarters the company has lost paid subscribers in its most profitable market. Some of those losses were offset by gains in the Asia-Pacific and European markets, the company said.Netflix announced its share of total television viewing in the U.S. reached an all-time high in June of 7.7%. The company’s revenue grew 8.6% during the second quarter to $7.97 billion. That missed Wall Street estimates of $8.04 billion in revenue. Total subscribers in Q2 came to 220.7 million, compared with estimates of 220.2 million. Earnings per share of $3.20 beat analysts’ average estimate.Looking ahead, Netflix forecast that it will add about one million new subscribers during the third quarter that runs through the end of September. That is below the 1.8 million additional subscribers expected on Wall Street, according to Refinitiv data. The company forecast its Q3 earnings will come in at $2.14 per share, compared with analyst estimates of $2.72.Why It MattersThe second-quarter print shows the bleeding at Netflix may have stopped. Losing fewer subscribers than forecast appears to have come as a huge relief to Netflix investors. It indicates the streaming company might be able to turn its fortunes around despite facing growing competition and fickle consumer tastes.In releasing its second-quarter earnings, Netflix provided more details on its turnaround plan, specifically through a new advertising-supported streaming tier. The company said the new ad-supported plan will launch early next year. Last week, Netflix announced it will partner with Microsoft(NASDAQ:MSFT) on the new advertisements that will appear on its platform.Netflix also detailed plans to crackdown on password sharing that hurts its revenue, particularly in Latin America.What’s Next for NFLX StockNetflix is benefiting from a relief rally today following the company’s Q2 earnings print. While the financial results weren’t great, the losses weren’t as bad as anticipated. That appears to be good enough for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075086078,"gmtCreate":1658110855294,"gmtModify":1676536107327,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Dead cat bounce or...?!?","listText":"Dead cat bounce or...?!?","text":"Dead cat bounce or...?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075086078","repostId":"1162646920","repostType":4,"repost":{"id":"1162646920","kind":"news","pubTimestamp":1658109621,"share":"https://ttm.financial/m/news/1162646920?lang=&edition=fundamental","pubTime":"2022-07-18 10:00","market":"sg","language":"en","title":"Singapore Shares Open Higher on Monday; STI up 0.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162646920","media":"The Business Times","summary":"SINGAPORE stocks opened higher on Monday (Jul 18), tracking Wall Street gains.The Straits Times Inde","content":"<html><head></head><body><p>SINGAPORE stocks opened higher on Monday (Jul 18), tracking Wall Street gains.</p><p>The Straits Times Index (STI) rose 0.7 per cent or 21.56 points to 3,120.71 as at 9.01 am. Advancers outnumbered decliners 96 to 36 after 30.5 million securities worth S$39 million changed hands.</p><p>Index stock Genting Singapore was the top traded counter by volume, down 3.1 percent or S$0.025 at S$0.78 with some 3.8 million shares traded in the morning, after the group had called for a trading halt on Friday.</p><p>It said on Sunday that it isnot aware of nor involved in any ongoing discussions on a potential transaction involving the company. This came after a Bloomberg report that US rival MGM Resorts International had recently approached the company’s controlling shareholder to express its interest in a deal.</p><p>Singapore Post was also heavily traded, falling 2.3 percent or S$0.015 to S$0.63 after 2.9 million shares changed hands.</p><p>On Friday, the group said it will deliver an operating loss for its post and parcel business for the first quarter to June, due to a significant increase in costs as well as a lower delivery volume from a major e-commerce customer.</p><p>While it said the logistics and property units were doing well, the group flagged pressure faced by its international postal business.</p><p>Index countersThai Beverage and Yangzijiang Shipbuilding were also among the top traded counters.</p><p>Thai Beverage was flat at S$0.655 after 3.3 million shares changed hands; Yangzijiang Shipbuilding’s share price was also unchanged at S$0.89 after it saw 1.2 million shares traded at the open.</p><p>The trio of local banks were all up in early trade. As at 9.01 am, DBS gained 1.2 percent or S$0.36 to S$30.03, UOB opened 1.2 percent or S$0.30 higher at S$26.34 and OCBC was up 1.2 percent or S$0.13 at S$11.35.</p><p>In the US, Wall Street stocks rose sharply to close higher on Friday, ending several days of sell-offs with a rebound fuelled by upbeat earnings, strong economic data and easing fears of a larger-than-expected interest rate hike by the Federal Reserve.</p><p>All 3 major US stock indices posted solid gains. The S&amp;P 500 and the Dow both snapped 5-day losing streaks.</p><p>The Dow Jones Industrial Average rose 658.09 points, or 2.2 percent, to 31,288.26, the S&amp;P 500 gained 72.78 points, or 1.9 percent, at 3,863.16 and the Nasdaq Composite added 201.24 points, or 1.8 percent, at 11,452.42.</p><p>Over in Europe, shares also rebounded on Friday after the shifting US situation, a political crisis in Italy and recession risks.</p><p>The pan-European Stoxx 600 index ended 1.8 percent higher after falling 2.6 percent in the last 2 sessions on US interest hike worries.</p><p>Elsewhere in Asia, the Tokyo stock exchange was closed on Monday for the Marine Day holiday.</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>Singapore Shares Open Higher on Monday; STI up 0.7%</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\">\nSingapore Shares Open Higher on Monday; STI up 0.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/singapore-shares-open-higher-on-monday-sti-up-07><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE stocks opened higher on Monday (Jul 18), tracking Wall Street gains.The Straits Times Index (STI) rose 0.7 per cent or 21.56 points to 3,120.71 as at 9.01 am. Advancers outnumbered decliners...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-shares-open-higher-on-monday-sti-up-07\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/singapore-shares-open-higher-on-monday-sti-up-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162646920","content_text":"SINGAPORE stocks opened higher on Monday (Jul 18), tracking Wall Street gains.The Straits Times Index (STI) rose 0.7 per cent or 21.56 points to 3,120.71 as at 9.01 am. Advancers outnumbered decliners 96 to 36 after 30.5 million securities worth S$39 million changed hands.Index stock Genting Singapore was the top traded counter by volume, down 3.1 percent or S$0.025 at S$0.78 with some 3.8 million shares traded in the morning, after the group had called for a trading halt on Friday.It said on Sunday that it isnot aware of nor involved in any ongoing discussions on a potential transaction involving the company. This came after a Bloomberg report that US rival MGM Resorts International had recently approached the company’s controlling shareholder to express its interest in a deal.Singapore Post was also heavily traded, falling 2.3 percent or S$0.015 to S$0.63 after 2.9 million shares changed hands.On Friday, the group said it will deliver an operating loss for its post and parcel business for the first quarter to June, due to a significant increase in costs as well as a lower delivery volume from a major e-commerce customer.While it said the logistics and property units were doing well, the group flagged pressure faced by its international postal business.Index countersThai Beverage and Yangzijiang Shipbuilding were also among the top traded counters.Thai Beverage was flat at S$0.655 after 3.3 million shares changed hands; Yangzijiang Shipbuilding’s share price was also unchanged at S$0.89 after it saw 1.2 million shares traded at the open.The trio of local banks were all up in early trade. As at 9.01 am, DBS gained 1.2 percent or S$0.36 to S$30.03, UOB opened 1.2 percent or S$0.30 higher at S$26.34 and OCBC was up 1.2 percent or S$0.13 at S$11.35.In the US, Wall Street stocks rose sharply to close higher on Friday, ending several days of sell-offs with a rebound fuelled by upbeat earnings, strong economic data and easing fears of a larger-than-expected interest rate hike by the Federal Reserve.All 3 major US stock indices posted solid gains. The S&P 500 and the Dow both snapped 5-day losing streaks.The Dow Jones Industrial Average rose 658.09 points, or 2.2 percent, to 31,288.26, the S&P 500 gained 72.78 points, or 1.9 percent, at 3,863.16 and the Nasdaq Composite added 201.24 points, or 1.8 percent, at 11,452.42.Over in Europe, shares also rebounded on Friday after the shifting US situation, a political crisis in Italy and recession risks.The pan-European Stoxx 600 index ended 1.8 percent higher after falling 2.6 percent in the last 2 sessions on US interest hike worries.Elsewhere in Asia, the Tokyo stock exchange was closed on Monday for the Marine Day holiday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019531274,"gmtCreate":1648606942999,"gmtModify":1676534363842,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"No brainer.&nbsp; Buy on dips","listText":"No brainer.&nbsp; Buy on dips","text":"No brainer. Buy on dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019531274","repostId":"1199801189","repostType":4,"repost":{"id":"1199801189","kind":"news","pubTimestamp":1648605272,"share":"https://ttm.financial/m/news/1199801189?lang=&edition=fundamental","pubTime":"2022-03-30 09:54","market":"us","language":"en","title":"EV Stocks News: Why Are RIVN, LCID, RIDE, QS, WKHS, FSR Stocks Up Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199801189","media":"InvestorPlace","summary":"A wide range of electric vehicle (EV) stocks are gaining today as thebroad recovery in equitiescontinues. Specifically, speculators appear to be seeing a green light on Tuesday.Whether it’sRivian(NASD","content":"<html><head></head><body><p>A wide range of electric vehicle (EV) stocks are gaining today as the broad recovery in equities continues. Specifically, speculators appear to be seeing a green light on Tuesday.</p><p>Whether it’s <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>),<b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>),<b>Lordstown Motors</b>(NASDAQ:<b><u>RIDE</u></b>),<b>QuantumScape</b>(NYSE:<b><u>QS</u></b>),<b>Workhorse</b>(NASDAQ:<b><u>WKHS</u></b>) or <b>Fisker</b>(NYSE:<b><u>FSR</u></b>), investors are piling into EV stocks heavily right now. These high-growth names are among the companies many growth-oriented investors continue to focus on. Indeed, that’s for good reason. The global EV market is expected to continue to balloon as the world shifts toward electrification.</p><p>Perhaps this strong secular tailwind is enough of a reason for investors to buy these stock en masse. Indeed, today’s price action is taking place with few catalysts behind these major EV stocks.</p><p>That said, let’s take a look at a few of the key factors that may be driving this sector higher right now.</p><p>Why Are EV Stocks Surging Today?</p><p>Notably, today’s price action with EV stocks is taking place with a strong backdrop. All major indices have moved markedly higher today. Leading the pack is the tech-heavy <b>Nasdaq</b>, which has appreciated more than 1.5% once again today.</p><p>Most of these major EV stocks can be found in the Nasdaq, for good reason. These companies are often viewed more as tech stocks than auto manufacturers. With battery technology improving (hello, QuantumScape), the hope is that electric vehicles will become ubiquitous in the market in short order.</p><p>Speaking of QuantumScape, this battery manufacturer does have some interesting news to report. Today, various reports cited the partnering of QuantumScape with Porsche. This news certainly doesn’t surprise many investors, given the previous $300 million investment in QuantumScape made by Porsche parent company <b>Volkswagen</b>(OTCMKTS:<b><u>VWAGY</u></b>).</p><p>Additionally, there appears to be some very simple dip buying taking place among EV stocks today. Companies like Rivian have seen their share prices pummeled in recent months. Accordingly, many seem to believe these stocks are too cheap to ignore.</p><p>I think the next few months could be pivotal for EV stocks. Investors looking for momentum have found it in the EV sector. Which way the momentum is going to trend over the medium term is the key question right now.</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>EV Stocks News: Why Are RIVN, LCID, RIDE, QS, WKHS, FSR Stocks Up Today?</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\">\nEV Stocks News: Why Are RIVN, LCID, RIDE, QS, WKHS, FSR Stocks Up Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/ev-stocks-news-why-are-rivn-lcid-ride-qs-wkhs-fsr-stocks-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A wide range of electric vehicle (EV) stocks are gaining today as the broad recovery in equities continues. Specifically, speculators appear to be seeing a green light on Tuesday.Whether it’s Rivian(...</p>\n\n<a href=\"https://investorplace.com/2022/03/ev-stocks-news-why-are-rivn-lcid-ride-qs-wkhs-fsr-stocks-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2022/03/ev-stocks-news-why-are-rivn-lcid-ride-qs-wkhs-fsr-stocks-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199801189","content_text":"A wide range of electric vehicle (EV) stocks are gaining today as the broad recovery in equities continues. Specifically, speculators appear to be seeing a green light on Tuesday.Whether it’s Rivian(NASDAQ:RIVN),Lucid(NASDAQ:LCID),Lordstown Motors(NASDAQ:RIDE),QuantumScape(NYSE:QS),Workhorse(NASDAQ:WKHS) or Fisker(NYSE:FSR), investors are piling into EV stocks heavily right now. These high-growth names are among the companies many growth-oriented investors continue to focus on. Indeed, that’s for good reason. The global EV market is expected to continue to balloon as the world shifts toward electrification.Perhaps this strong secular tailwind is enough of a reason for investors to buy these stock en masse. Indeed, today’s price action is taking place with few catalysts behind these major EV stocks.That said, let’s take a look at a few of the key factors that may be driving this sector higher right now.Why Are EV Stocks Surging Today?Notably, today’s price action with EV stocks is taking place with a strong backdrop. All major indices have moved markedly higher today. Leading the pack is the tech-heavy Nasdaq, which has appreciated more than 1.5% once again today.Most of these major EV stocks can be found in the Nasdaq, for good reason. These companies are often viewed more as tech stocks than auto manufacturers. With battery technology improving (hello, QuantumScape), the hope is that electric vehicles will become ubiquitous in the market in short order.Speaking of QuantumScape, this battery manufacturer does have some interesting news to report. Today, various reports cited the partnering of QuantumScape with Porsche. This news certainly doesn’t surprise many investors, given the previous $300 million investment in QuantumScape made by Porsche parent company Volkswagen(OTCMKTS:VWAGY).Additionally, there appears to be some very simple dip buying taking place among EV stocks today. Companies like Rivian have seen their share prices pummeled in recent months. Accordingly, many seem to believe these stocks are too cheap to ignore.I think the next few months could be pivotal for EV stocks. Investors looking for momentum have found it in the EV sector. Which way the momentum is going to trend over the medium term is the key question right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985035242,"gmtCreate":1667266741787,"gmtModify":1676537887906,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a><v-v data-views=\"0\"></v-v>","text":"$GameStop(GME)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985035242","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968774516,"gmtCreate":1669338592135,"gmtModify":1676538184904,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968774516","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963842117,"gmtCreate":1668650611140,"gmtModify":1676538090745,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963842117","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963391441,"gmtCreate":1668584958284,"gmtModify":1676538080285,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Good call","listText":"Good call","text":"Good call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963391441","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046915774,"gmtCreate":1656289636399,"gmtModify":1676535798884,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Farce it is","listText":"Farce it is","text":"Farce it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046915774","repostId":"1104455621","repostType":4,"repost":{"id":"1104455621","kind":"news","pubTimestamp":1656286353,"share":"https://ttm.financial/m/news/1104455621?lang=&edition=fundamental","pubTime":"2022-06-27 07:32","market":"us","language":"en","title":"Russia Defaults on Foreign Debt for First Time Since 1918","url":"https://stock-news.laohu8.com/highlight/detail?id=1104455621","media":"Bloomberg","summary":"The grace periods on two eurobond coupons expired on SundayRussia’s Finance Minister calls the defau","content":"<html><head></head><body><ul><li>The grace periods on two eurobond coupons expired on Sunday</li><li>Russia’s Finance Minister calls the default label a ‘farce’</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54b87b2ed7af1506a3c522f1c2d1591a\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>The headquarters of Bank Rossii, Russia&#39;s central bank, in Moscow, Russia.Photographer: Andrey Rudakov/Bloomberg</span></p><p>Russia defaulted on its foreign-currency sovereign debt for the first time in a century, the culmination of ever-tougher Western sanctions that shut down payment routes to overseas creditors.</p><p>For months, the country found paths around the penalties imposed after the Ukraine war. But at the end of the day on Sunday, the grace period on about $100 million of snared interest payments due May 27 expired, a deadline considered an event of default if missed.</p><p>It’s a grim marker in the country’s rapid transformation into an economic, financial and political outcast. The nation’s eurobonds have traded at distressed levels since the start of March, the central bank’s foreign reserves remain frozen, and the biggest banks are severed from the global financial system.</p><p>But given the damage already done to the economy and markets, the default is also mostly symbolic for now, and matters little to Russians dealing with double-digit inflation and the worst economic contraction in years.</p><p><img src=\"https://static.tigerbbs.com/8b747080b15ee1506437adf834ebc591\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Russia has pushed back against the default designation, saying it has the funds to cover any bills and has been forced into non-payment. As it tried to twist its way out, it announced last week that it would switch to servicing its $40 billion of outstanding sovereign debt in rubles, criticizing a “force-majeure” situation it said was artificially manufactured by the West.</p><p>“It’s a very, very rare thing, where a government that otherwise has the means is forced by an external government into default,” said Hassan Malik, senior sovereign analyst at Loomis Sayles &amp; Company LP. “It’s going to be one of the big watershed defaults in history.”</p><p>A formal declaration would usually come from ratings firms, but European sanctions led to them withdrawing ratings on Russian entities. According to the documents for the notes whose grace period expired Sunday, holders can call one themselves if owners of 25% of the outstanding bonds agree that an “Event of Default” has occurred.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b11b60584bf5c105b3a7f00b5d782c\" tg-width=\"1000\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>Source: Bloomberg</span></p><p>With the final deadline passed, focus shifts to what investors do next.</p><p>They don’t need to act immediately, and may choose to monitor the progress of the war in the hope that sanctions are eventually softened. Time may be on their side: the claims only become void three years on from the payment date, according to the bond documents.</p><p>“Most bondholders will keep the wait-and-see approach,” Takahide Kiuchi, an economist at Nomura Research Institute in Tokyo.</p><p>During Russia’s financial crisis and ruble collapse of 1998, President Boris Yeltsin’s government defaulted on $40 billion of its local debt.</p><p>The last time Russia fell into default vis-a-vis its foreign creditors was more than a century ago, when the Bolsheviks under Vladimir Lenin repudiated the nation’s staggering Czarist-era debt load in 1918.</p><p>By some measures it approached a trillion dollars in today’s money, according to Loomis Sayles’ Malik, who is also author of ‘Bankers and Bolsheviks: International Finance and the Russian Revolution.’</p><p>By comparison, foreigners held the equivalent of almost $20 billion of Russia’s eurobonds as of the start of April.</p><p>“Is it a justifiable excuse to say: ‘Oh well, the sanctions prevented me from making the payments, so it’s not my fault’?” Malik said.</p><p>“The broader issue is that the sanctions were themselves a response to an action on the part of the sovereign entity,” he said, referring to the invasion of Ukraine. “And I think history will judge this in the latter light.”</p><p><img src=\"https://static.tigerbbs.com/d7fea97d70c708b0c7538c1af05d5215\" tg-width=\"967\" tg-height=\"563\" width=\"100%\" height=\"auto\"/></p><p>Finance Minister Anton Siluanov dismissed the situation on Thursday as a “farce.”</p><p>With billions of dollars a week still pouring into state coffers from energy exports, despite the grinding conflict in east Ukraine, he reiterated that the country has the means, and the will, to pay.</p><p>“Anyone can declare whatever they like,” Siluanov said. “But anyone who understands what’s going on knows that this is in no way a default.”</p><p>His comments were prompted by the grace period that ended on Sunday. The 30-day window was triggered when investors failed to receive coupon payments due on dollar- and euro-denominated bonds on May 27.</p><p>The cash got trapped after the US Treasury let a sanctions loophole expire, removing an exemption that had allowed US bondholders to receive payments from the Russian sovereign. A week later, Russia’s paying agent, the National Settlement Depository, was also sanctioned by the European Union.</p><p>In response, Vladimir Putin introduced new regulations that say Russia’s obligations on foreign-currency bonds are fulfilled once the appropriate amount in rubles has been transferred to the local paying agent.</p><p>The Finance Ministry made its latest interest payments, equivalent to about $400 million, under those rules on Thursday and Friday. However, none of the underlying bonds have terms that allow for settlement in the local currency.</p><p>So far, it’s unclear if investors will use the new tool and whether existing sanctions would even allow them to repatriate the money.</p><p>According to Siluanov, it makes little sense for creditors to seek a declaration of default through the courts because Russia hasn’t waived its sovereign immunity, and no foreign court would have jurisdiction.</p><p>“If we ultimately get to the point where diplomatic assets are claimed, then this is tantamount to severing diplomatic ties and entering into direct conflict,” he said. “And this would put us in a different world with completely different rules. We would have to react differently in this case -- and not through legal channels.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russia Defaults on Foreign Debt for First Time Since 1918</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\">\nRussia Defaults on Foreign Debt for First Time Since 1918\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The grace periods on two eurobond coupons expired on SundayRussia’s Finance Minister calls the default label a ‘farce’The headquarters of Bank Rossii, Russia's central bank, in Moscow, Russia....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRU1.UK":"MSCI俄罗斯 ETF","RSX":"俄罗斯ETF-Market Vectors"},"source_url":"https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104455621","content_text":"The grace periods on two eurobond coupons expired on SundayRussia’s Finance Minister calls the default label a ‘farce’The headquarters of Bank Rossii, Russia's central bank, in Moscow, Russia.Photographer: Andrey Rudakov/BloombergRussia defaulted on its foreign-currency sovereign debt for the first time in a century, the culmination of ever-tougher Western sanctions that shut down payment routes to overseas creditors.For months, the country found paths around the penalties imposed after the Ukraine war. But at the end of the day on Sunday, the grace period on about $100 million of snared interest payments due May 27 expired, a deadline considered an event of default if missed.It’s a grim marker in the country’s rapid transformation into an economic, financial and political outcast. The nation’s eurobonds have traded at distressed levels since the start of March, the central bank’s foreign reserves remain frozen, and the biggest banks are severed from the global financial system.But given the damage already done to the economy and markets, the default is also mostly symbolic for now, and matters little to Russians dealing with double-digit inflation and the worst economic contraction in years.Russia has pushed back against the default designation, saying it has the funds to cover any bills and has been forced into non-payment. As it tried to twist its way out, it announced last week that it would switch to servicing its $40 billion of outstanding sovereign debt in rubles, criticizing a “force-majeure” situation it said was artificially manufactured by the West.“It’s a very, very rare thing, where a government that otherwise has the means is forced by an external government into default,” said Hassan Malik, senior sovereign analyst at Loomis Sayles & Company LP. “It’s going to be one of the big watershed defaults in history.”A formal declaration would usually come from ratings firms, but European sanctions led to them withdrawing ratings on Russian entities. According to the documents for the notes whose grace period expired Sunday, holders can call one themselves if owners of 25% of the outstanding bonds agree that an “Event of Default” has occurred.Source: BloombergWith the final deadline passed, focus shifts to what investors do next.They don’t need to act immediately, and may choose to monitor the progress of the war in the hope that sanctions are eventually softened. Time may be on their side: the claims only become void three years on from the payment date, according to the bond documents.“Most bondholders will keep the wait-and-see approach,” Takahide Kiuchi, an economist at Nomura Research Institute in Tokyo.During Russia’s financial crisis and ruble collapse of 1998, President Boris Yeltsin’s government defaulted on $40 billion of its local debt.The last time Russia fell into default vis-a-vis its foreign creditors was more than a century ago, when the Bolsheviks under Vladimir Lenin repudiated the nation’s staggering Czarist-era debt load in 1918.By some measures it approached a trillion dollars in today’s money, according to Loomis Sayles’ Malik, who is also author of ‘Bankers and Bolsheviks: International Finance and the Russian Revolution.’By comparison, foreigners held the equivalent of almost $20 billion of Russia’s eurobonds as of the start of April.“Is it a justifiable excuse to say: ‘Oh well, the sanctions prevented me from making the payments, so it’s not my fault’?” Malik said.“The broader issue is that the sanctions were themselves a response to an action on the part of the sovereign entity,” he said, referring to the invasion of Ukraine. “And I think history will judge this in the latter light.”Finance Minister Anton Siluanov dismissed the situation on Thursday as a “farce.”With billions of dollars a week still pouring into state coffers from energy exports, despite the grinding conflict in east Ukraine, he reiterated that the country has the means, and the will, to pay.“Anyone can declare whatever they like,” Siluanov said. “But anyone who understands what’s going on knows that this is in no way a default.”His comments were prompted by the grace period that ended on Sunday. The 30-day window was triggered when investors failed to receive coupon payments due on dollar- and euro-denominated bonds on May 27.The cash got trapped after the US Treasury let a sanctions loophole expire, removing an exemption that had allowed US bondholders to receive payments from the Russian sovereign. A week later, Russia’s paying agent, the National Settlement Depository, was also sanctioned by the European Union.In response, Vladimir Putin introduced new regulations that say Russia’s obligations on foreign-currency bonds are fulfilled once the appropriate amount in rubles has been transferred to the local paying agent.The Finance Ministry made its latest interest payments, equivalent to about $400 million, under those rules on Thursday and Friday. However, none of the underlying bonds have terms that allow for settlement in the local currency.So far, it’s unclear if investors will use the new tool and whether existing sanctions would even allow them to repatriate the money.According to Siluanov, it makes little sense for creditors to seek a declaration of default through the courts because Russia hasn’t waived its sovereign immunity, and no foreign court would have jurisdiction.“If we ultimately get to the point where diplomatic assets are claimed, then this is tantamount to severing diplomatic ties and entering into direct conflict,” he said. “And this would put us in a different world with completely different rules. We would have to react differently in this case -- and not through legal channels.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054710648,"gmtCreate":1655427117484,"gmtModify":1676535636672,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Fact?!?&nbsp;You can say what you like. Truth is you won't be ard in 10 years,&nbsp; let alone 2nd half of the century. US is on a southerly path. Pls do elect another Trump or Biden... that'll put a nail to the coffin&nbsp;","listText":"Fact?!?&nbsp;You can say what you like. Truth is you won't be ard in 10 years,&nbsp; let alone 2nd half of the century. US is on a southerly path. Pls do elect another Trump or Biden... that'll put a nail to the coffin&nbsp;","text":"Fact?!? You can say what you like. Truth is you won't be ard in 10 years, let alone 2nd half of the century. US is on a southerly path. Pls do elect another Trump or Biden... that'll put a nail to the coffin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054710648","repostId":"1130113333","repostType":4,"repost":{"id":"1130113333","kind":"news","pubTimestamp":1655424255,"share":"https://ttm.financial/m/news/1130113333?lang=&edition=fundamental","pubTime":"2022-06-17 08:04","market":"us","language":"en","title":"Biden Signals US Can Avert Recession, But Americans Are \"Really Down\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1130113333","media":"Bloomberg","summary":"President speaks in AP interview, cites mental-health needsBiden reiterates US in stronger position ","content":"<html><head></head><body><ul><li>President speaks in AP interview, cites mental-health needs</li><li>Biden reiterates US in stronger position than others to cope</li></ul><p>President Joe Biden said a US recession isn’t inevitable but acknowledged that Americans are “really, really down” on the state of the country in an interview Thursday with the Associated Press.</p><p>“People are really, really down,” Biden said. “The need for mental health in America, it has skyrocketed, because people have seen everything upset -- everything they’ve counted on upset. But most of it’s the consequence of what’s happened, what happened as a consequence of the Covid crisis.”</p><p>The sit-down was Biden’s first with a print outlet since taking office, and comes a day after the Federal Reserve executed its biggest interest-rate hike in almost three decades in a bid to tamp down ballooning prices. Concerns over inflation and an aggressive response by the central bank have fanned fear of recession and soured Americans’ opinions of the economy and the president -- despite a strong labor market.</p><p>Biden reiterated his message that the US was “in a stronger position than any nation in the world to overcome this inflation.”</p><p>“I am confident we’re better positioned than any country in the world to own the second quarter of the 21st century,” Biden told the AP. “That’s not hyperbole, that’s a fact.”</p><p><img src=\"https://static.tigerbbs.com/7b1e5287f7a0d5f746e53426c784adbe\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/>Investors are among those concerned about the outlook, with the S&amp;P 500 stock index this week tumbling into a bear market. Also this week, average mortgage rates climbed close to 6%, the highest since 2008 and almost double where they were at the start of the year.</p><p>The White House has intensified its economic messaging efforts in recent days, with administration officials appearing more frequently on television and the president holding a series of events on White House efforts to combat inflation. Biden has placed particular emphasis on tackling high gasoline prices -- which now average more than $5 per gallon nationwide -- issuing a letter critical of oil refiners earlier this week and announcing plans to visit Saudi Arabia next month.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Signals US Can Avert Recession, But Americans Are \"Really 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\">\nBiden Signals US Can Avert Recession, But Americans Are \"Really Down\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-16/biden-says-recession-not-certain-public-really-really-down?srnd=premium#xj4y7vzkg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President speaks in AP interview, cites mental-health needsBiden reiterates US in stronger position than others to copePresident Joe Biden said a US recession isn’t inevitable but acknowledged that ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-16/biden-says-recession-not-certain-public-really-really-down?srnd=premium#xj4y7vzkg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-06-16/biden-says-recession-not-certain-public-really-really-down?srnd=premium#xj4y7vzkg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130113333","content_text":"President speaks in AP interview, cites mental-health needsBiden reiterates US in stronger position than others to copePresident Joe Biden said a US recession isn’t inevitable but acknowledged that Americans are “really, really down” on the state of the country in an interview Thursday with the Associated Press.“People are really, really down,” Biden said. “The need for mental health in America, it has skyrocketed, because people have seen everything upset -- everything they’ve counted on upset. But most of it’s the consequence of what’s happened, what happened as a consequence of the Covid crisis.”The sit-down was Biden’s first with a print outlet since taking office, and comes a day after the Federal Reserve executed its biggest interest-rate hike in almost three decades in a bid to tamp down ballooning prices. Concerns over inflation and an aggressive response by the central bank have fanned fear of recession and soured Americans’ opinions of the economy and the president -- despite a strong labor market.Biden reiterated his message that the US was “in a stronger position than any nation in the world to overcome this inflation.”“I am confident we’re better positioned than any country in the world to own the second quarter of the 21st century,” Biden told the AP. “That’s not hyperbole, that’s a fact.”Investors are among those concerned about the outlook, with the S&P 500 stock index this week tumbling into a bear market. Also this week, average mortgage rates climbed close to 6%, the highest since 2008 and almost double where they were at the start of the year.The White House has intensified its economic messaging efforts in recent days, with administration officials appearing more frequently on television and the president holding a series of events on White House efforts to combat inflation. Biden has placed particular emphasis on tackling high gasoline prices -- which now average more than $5 per gallon nationwide -- issuing a letter critical of oil refiners earlier this week and announcing plans to visit Saudi Arabia next month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}