Raquelz personal page - To The Moon

Raquelz

Raquelz

No personal profile

13Follow

2Followers

0Topic

0Badge

2023-04-25

Great ariticle, would you like to share it?

@JC888:US Blue Chip Stocks - More Opportunities From May 2023?

2023-04-25

Great ariticle, would you like to share it?

@机构有话说:Gold collapsed on dollar rebound, with eyes on inflation data,WHAT IS THE NEXT?

2023-04-25

Great ariticle, would you like to share it?

@i4value:Summit Materials - the market is wrong

2022-11-23

$Alphabet(GOOGL)$

2022-11-22

Nice!

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4099801817912090","uuid":"4099801817912090","gmtCreate":1636703565039,"gmtModify":1637046279763,"name":"Raquelz","pinyin":"raquelz","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":13,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":"2024.07.26","exceedPercentage":"60.11%","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":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"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":9947060452,"gmtCreate":1682356870577,"gmtModify":1682356874759,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099801817912090","authorIdStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060452","repostId":"9944759115","repostType":1,"repost":{"id":9944759115,"gmtCreate":1682227017238,"gmtModify":1682230017638,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"US Blue Chip Stocks - More Opportunities From May 2023? ","htmlText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","listText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","text":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","images":[{"img":"https://community-static.tradeup.com/news/da016037856f0f2317674926fd2c2382","width":"1272","height":"268"},{"img":"https://community-static.tradeup.com/news/c6f473cd611fd8f7ff4371bb4f21a7a3","width":"1178","height":"589"},{"img":"https://community-static.tradeup.com/news/e1df68cb0609dc71cc09af7e28c2e0b5","width":"1141","height":"90"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944759115","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947060550,"gmtCreate":1682356840070,"gmtModify":1682357484829,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099801817912090","authorIdStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060550","repostId":"9944759597","repostType":1,"repost":{"id":9944759597,"gmtCreate":1682229357419,"gmtModify":1682229396600,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"126199392658083","authorIdStr":"126199392658083"},"themes":[],"title":"Gold collapsed on dollar rebound, with eyes on inflation data,WHAT IS THE NEXT?","htmlText":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","listText":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","text":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","images":[{"img":"https://static.tigerbbs.com/064fe1718e1fd8f61d1796d250538aa5","width":"526","height":"332"},{"img":"https://static.tigerbbs.com/0d36adc1a6f0f31174908dc8f82303b5","width":"434","height":"271"},{"img":"https://static.tigerbbs.com/67d93aef3ff027e03b2ccb9ef872bda7","width":"462","height":"295"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944759597","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947060256,"gmtCreate":1682356803576,"gmtModify":1682357484860,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099801817912090","authorIdStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060256","repostId":"9944747566","repostType":1,"repost":{"id":9944747566,"gmtCreate":1682290456856,"gmtModify":1682298816810,"author":{"id":"4115195212423192","authorId":"4115195212423192","name":"i4value","avatar":"https://community-static.tradeup.com/news/d72fe7996384026cd60c7f305f6c3d04","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4115195212423192","authorIdStr":"4115195212423192"},"themes":[],"title":"Summit Materials - the market is wrong","htmlText":"<a href=\"https://ttm.financial/S/SUM\">$Summit Materials(SUM)$</a> is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","listText":"<a href=\"https://ttm.financial/S/SUM\">$Summit Materials(SUM)$</a> is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","text":"$Summit Materials(SUM)$ is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","images":[{"img":"https://community-static.tradeup.com/news/efb2ca5790cbf94e45701990124dd452","width":"640","height":"385"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944747566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968376311,"gmtCreate":1669155934434,"gmtModify":1676538157992,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099801817912090","authorIdStr":"4099801817912090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>","text":"$Alphabet(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/0791e3a456b963e0a75be30879db0c77","width":"1080","height":"2015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968376311","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9961784080,"gmtCreate":1669056510140,"gmtModify":1676538144990,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099801817912090","authorIdStr":"4099801817912090"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961784080","repostId":"2284785084","repostType":2,"isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9947060452,"gmtCreate":1682356870577,"gmtModify":1682356874759,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099801817912090","idStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060452","repostId":"9944759115","repostType":1,"repost":{"id":9944759115,"gmtCreate":1682227017238,"gmtModify":1682230017638,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US Blue Chip Stocks - More Opportunities From May 2023? ","htmlText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","listText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","text":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","images":[{"img":"https://community-static.tradeup.com/news/da016037856f0f2317674926fd2c2382","width":"1272","height":"268"},{"img":"https://community-static.tradeup.com/news/c6f473cd611fd8f7ff4371bb4f21a7a3","width":"1178","height":"589"},{"img":"https://community-static.tradeup.com/news/e1df68cb0609dc71cc09af7e28c2e0b5","width":"1141","height":"90"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944759115","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947060550,"gmtCreate":1682356840070,"gmtModify":1682357484829,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099801817912090","idStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060550","repostId":"9944759597","repostType":1,"repost":{"id":9944759597,"gmtCreate":1682229357419,"gmtModify":1682229396600,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"126199392658083","idStr":"126199392658083"},"themes":[],"title":"Gold collapsed on dollar rebound, with eyes on inflation data,WHAT IS THE NEXT?","htmlText":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","listText":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","text":"Recent problems in the US and Swiss banking systems have led markets to sharply cut interest rate expectations for the Federal Reserve. In just a few weeks, traders have changed from expecting four rate hike to wondering whether the Fed will continue its rate hike or even cut interest rates as soon as this summer (Figure 1).SOFR futures curve on March 24th and March 8thFigure 1: Interest rate expectations have changed dramatically in the past few weeksThe sharp change in interest rate expectations is good for gold. Gold is a de facto currency, and almost every major central bank has a large reserve of gold. However, gold is a non-interest-bearing currency. Therefore, when rate hike expectations are formed, gold prices tend to weaken. In fact, since the end of 2021, because investors' expec","images":[{"img":"https://static.tigerbbs.com/064fe1718e1fd8f61d1796d250538aa5","width":"526","height":"332"},{"img":"https://static.tigerbbs.com/0d36adc1a6f0f31174908dc8f82303b5","width":"434","height":"271"},{"img":"https://static.tigerbbs.com/67d93aef3ff027e03b2ccb9ef872bda7","width":"462","height":"295"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944759597","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947060256,"gmtCreate":1682356803576,"gmtModify":1682357484860,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099801817912090","idStr":"4099801817912090"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947060256","repostId":"9944747566","repostType":1,"repost":{"id":9944747566,"gmtCreate":1682290456856,"gmtModify":1682298816810,"author":{"id":"4115195212423192","authorId":"4115195212423192","name":"i4value","avatar":"https://community-static.tradeup.com/news/d72fe7996384026cd60c7f305f6c3d04","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4115195212423192","idStr":"4115195212423192"},"themes":[],"title":"Summit Materials - the market is wrong","htmlText":"<a href=\"https://ttm.financial/S/SUM\">$Summit Materials(SUM)$</a> is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","listText":"<a href=\"https://ttm.financial/S/SUM\">$Summit Materials(SUM)$</a> is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","text":"$Summit Materials(SUM)$ is a US construction materials company. As can be seen from the chart, it had achieved considerable growth over the past 8 years. SUM Product Revenue Trends You could be forgiven for thinking that this is a growth stock. It is not. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle. Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits. The market is pricing SUM as if it was a growth stock. The market is wrong. I am a long-term value investor looking for opportunities due to mispricing. SUM is not one of them. If you want more value investing insights, visit my blog at i4value.asia,","images":[{"img":"https://community-static.tradeup.com/news/efb2ca5790cbf94e45701990124dd452","width":"640","height":"385"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944747566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968376311,"gmtCreate":1669155934434,"gmtModify":1676538157992,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099801817912090","idStr":"4099801817912090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ &nbsp;</a>","text":"$Alphabet(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/0791e3a456b963e0a75be30879db0c77","width":"1080","height":"2015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968376311","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9961784080,"gmtCreate":1669056510140,"gmtModify":1676538144990,"author":{"id":"4099801817912090","authorId":"4099801817912090","name":"Raquelz","avatar":"https://static.tigerbbs.com/0d7e7854ea9aea9c62734ff264a4293a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099801817912090","idStr":"4099801817912090"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961784080","repostId":"2284785084","repostType":2,"isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}