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2022-11-30

Good

Hot Chinese ADRs Continued to Fly Higher in Morning Trading

2022-09-03

Waiting for bargain in September.

September May Bring The S&P 500 Back To Its June Lows

2022-08-11

Great.

Metaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 6%

2022-06-10

Another buying opportunity.

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2022-12-01

Early Xmas present?

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2022-12-01

Ok

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2022-08-19

The truth is now showing.

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Go to Tiger App to see more news

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The S&amp;P 500 gained 0.3%, while the Nasdaq Composite was near flat.</p><p>Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.</p><p>The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&amp;P 500 surged 4.4% and 3.1%, respectively.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation\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\">2022-12-01 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve came in cooler than expected.</p><p>The Dow Jones Industrial Average traded 14 points, or 0.04%, higher. The S&amp;P 500 gained 0.3%, while the Nasdaq Composite was near flat.</p><p>Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.</p><p>The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&amp;P 500 surged 4.4% and 3.1%, respectively.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163897561","content_text":"Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve came in cooler than expected.The Dow Jones Industrial Average traded 14 points, or 0.04%, higher. The S&P 500 gained 0.3%, while the Nasdaq Composite was near flat.Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&P 500 surged 4.4% and 3.1%, respectively.“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965068645,"gmtCreate":1669858391887,"gmtModify":1676538257795,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965068645","repostId":"2287002668","repostType":4,"repost":{"id":"2287002668","kind":"highlight","pubTimestamp":1669809596,"share":"https://ttm.financial/m/news/2287002668?lang=&edition=fundamental","pubTime":"2022-11-30 19:59","market":"us","language":"en","title":"3 Reasons Nvidia Could Crush the Market in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2287002668","media":"Motley Fool","summary":"The graphics specialist has some notable catalysts that could help it outperform in the new year.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Nvidia will enter the server processor market next year, which could unlock a new growth opportunity.</li><li>The growth of the cloud gaming business is going to be another key tailwind for the company.</li><li>Nvidia&#39;s automotive business is in fine form, and its impressive growth should be here to stay.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> look set to end 2022 on a high -- the stock is up 20% in the past month, and the company&#39;s latest results seem to give Wall Street hope that its fortunes could turn around in 2023.</p><p>However, investors shouldn&#39;t miss the fact that Nvidia stock is rising despite reporting terrible results for the third quarter of fiscal 2023 (for the three months ended Oct. 30) which revealed a big drop in revenue and earnings. The guidance for the current quarter isn&#39;t great either, as Nvidia&#39;s revenue forecast of $6 billion points toward a 21% year-over-year drop. The company&#39;s earnings could drop 38% over the prior-year period to $0.81 per share.</p><p>However, analysts believe that Nvidia&#39;s growth could accelerate in fiscal 2024, which begins in February of 2023. They anticipate a 9% growth in the company&#39;s revenue and a 33% spike in earnings per share. What&#39;s more, Nvidia stock carries a median price target of $200 for the next 12 months, which would translate into a 26% upside from current levels.</p><p>Let&#39;s look at three reasons why Nvidia&#39;s fortunes could turn around in 2023, and why the stock may even crush the market.</p><h2>1. Server processors could give Nvidia&#39;s data center business a big boost</h2><p>The data center business was a bright spot for the chipmaker last quarter. The segment&#39;s revenue increased 31% year over year to $3.8 billion, accounting for 64% of the company&#39;s top line. The segment&#39;s impressive growth was driven by the growing adoption of Nvidia&#39;s data center graphics processing units (GPUs) by supercomputer operators and cloud service providers such as <b>Microsoft</b> and <b>Oracle</b>.</p><p>With sales of data center GPUs expected to hit nearly $30 billion by 2025, compared to just $3 billion in 2018, it wouldn&#39;t be surprising to see Nvidia&#39;s data center business sustain its healthy growth. However, 2023 will bring a new catalyst for Nvidia in the data center business in the form of server processors.</p><p>In 2021, Nvidia announced that it will be launching its first data center CPU, known as Grace, in 2023. The good news for Nvidia investors is that Nvidia&#39;s server chip could hit the ground running next year. That&#39;s because the likes of &#34;Atos, Dell Technologies, GIGABYTE, HPE, Inspur, Lenovo and Supermicro are planning to deploy servers built with the NVIDIA Grace CPU Superchip and NVIDIA Grace Hopper Superchip,&#34; as Nvidia had pointed out earlier this year.</p><p>The server processor market is going to unlock a whole new opportunity for Nvidia and could supercharge its business in 2023. After all, Nvidia&#39;s rival <b>Advanced Micro Devices</b> sees a $42 billion long-term revenue opportunity in the server processor market. Nvidia could make the most of this massive market, as its Grace server processors are reportedly based on a 5-nanometer (nm) manufacturing process, which would give it an advantage over <b>Intel</b>, which is stuck on a 10nm manufacturing process.</p><p>The smaller node size means Nvidia&#39;s server processors should ideally be more powerful and consume less energy. With Intel being the leading player in the server processor market with a share of 82.5%, a stronger product from Nvidia could help the latter take share away from Chipzilla, and start its server processor journey on a solid note.</p><h2>2. The cloud gaming business could get bigger</h2><p>Nvidia&#39;s gaming business was a terrible performer in 2022. The segment&#39;s revenue was down 51% year over year last quarter to $1.6 billion, and a turnaround seems some time away thanks to weak consumer demand, dwindling demand from cryptocurrency miners, and weak sales of personal computers (PCs).</p><p>Nvidia&#39;s partners are reducing inventory levels to reflect weak gaming GPU demand. However, there&#39;s one niche within gaming that&#39;s reportedly enjoying solid growth: cloud gaming. Market research firm Newzoo estimates that the cloud gaming market could generate $2.4 billion in revenue this year, a 74% increase over 2021, driven by a paying subscriber base of 31.7 million gamers.</p><p>Nvidia&#39;s GeForce Now cloud gaming service had 20 million members in August this year, suggesting that the company has already cornered a nice chunk of this market. It is also worth noting that GeForce Now membership has increased at an eye-popping pace -- it had only 1 million users in February 2020. Newzoo estimates that the cloud gaming market is built for impressive growth, and it could generate $8.2 billion in revenue by 2025.</p><p>Nvidia&#39;s solid membership base indicates that it is on track to make the most of this opportunity given that it is continuously boosting its gaming library. The company added 85 games to GeForce Now last quarter and has built a library of 1,400-plus titles. So cloud gaming could help mitigate the weakness in the gaming market in 2023 for Nvidia, and the business could turn out to be a huge source of revenue for the company in the long run.</p><h2>3. The automotive segment is racing ahead nicely</h2><p>Nvidia&#39;s automotive and embedded revenue shot up 86% year over year last quarter to $251 million. This impressive growth isn&#39;t surprising considering the chipmaker&#39;s partnerships with multiple automakers and component manufacturers that are deploying its systems.</p><p>Nvidia&#39;s impressive automotive growth is here to stay, as its offerings continue to be adopted by leading automakers. Zeekr, a subsidiary of Chinese automotive company <b>Geely</b>, will start deploying Nvidia&#39;s next-generation Drive Thor automotive computing platform into its electric vehicles beginning in 2025. Volvo, on the other hand, is already using Nvidia&#39;s offerings in the new all-electric EX90.</p><p>Nvidia management pointed out on the latest earnings conference call that &#34;automotive has great momentum and is on its way to be our next multibillion-dollar platform.&#34; That shouldn&#39;t be surprising, as Nvidia has built an automotive revenue pipeline worth $11 billion that it expects to convert into revenue over the next four fiscal years.</p><p>So there are quite a few areas that could help Nvidia come out of its slump and give the stock a nice boost in 2023. That&#39;s why investors holding this tech stock should keep doing so -- it could keep flying higher in the new year, and may even outperform the broader market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Nvidia Could Crush the Market in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Nvidia Could Crush the Market in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 19:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/30/3-reasons-nvidia-could-crush-the-market-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia will enter the server processor market next year, which could unlock a new growth opportunity.The growth of the cloud gaming business is going to be another key tailwind for the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/3-reasons-nvidia-could-crush-the-market-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/11/30/3-reasons-nvidia-could-crush-the-market-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287002668","content_text":"KEY POINTSNvidia will enter the server processor market next year, which could unlock a new growth opportunity.The growth of the cloud gaming business is going to be another key tailwind for the company.Nvidia's automotive business is in fine form, and its impressive growth should be here to stay.Shares of Nvidia look set to end 2022 on a high -- the stock is up 20% in the past month, and the company's latest results seem to give Wall Street hope that its fortunes could turn around in 2023.However, investors shouldn't miss the fact that Nvidia stock is rising despite reporting terrible results for the third quarter of fiscal 2023 (for the three months ended Oct. 30) which revealed a big drop in revenue and earnings. The guidance for the current quarter isn't great either, as Nvidia's revenue forecast of $6 billion points toward a 21% year-over-year drop. The company's earnings could drop 38% over the prior-year period to $0.81 per share.However, analysts believe that Nvidia's growth could accelerate in fiscal 2024, which begins in February of 2023. They anticipate a 9% growth in the company's revenue and a 33% spike in earnings per share. What's more, Nvidia stock carries a median price target of $200 for the next 12 months, which would translate into a 26% upside from current levels.Let's look at three reasons why Nvidia's fortunes could turn around in 2023, and why the stock may even crush the market.1. Server processors could give Nvidia's data center business a big boostThe data center business was a bright spot for the chipmaker last quarter. The segment's revenue increased 31% year over year to $3.8 billion, accounting for 64% of the company's top line. The segment's impressive growth was driven by the growing adoption of Nvidia's data center graphics processing units (GPUs) by supercomputer operators and cloud service providers such as Microsoft and Oracle.With sales of data center GPUs expected to hit nearly $30 billion by 2025, compared to just $3 billion in 2018, it wouldn't be surprising to see Nvidia's data center business sustain its healthy growth. However, 2023 will bring a new catalyst for Nvidia in the data center business in the form of server processors.In 2021, Nvidia announced that it will be launching its first data center CPU, known as Grace, in 2023. The good news for Nvidia investors is that Nvidia's server chip could hit the ground running next year. That's because the likes of \"Atos, Dell Technologies, GIGABYTE, HPE, Inspur, Lenovo and Supermicro are planning to deploy servers built with the NVIDIA Grace CPU Superchip and NVIDIA Grace Hopper Superchip,\" as Nvidia had pointed out earlier this year.The server processor market is going to unlock a whole new opportunity for Nvidia and could supercharge its business in 2023. After all, Nvidia's rival Advanced Micro Devices sees a $42 billion long-term revenue opportunity in the server processor market. Nvidia could make the most of this massive market, as its Grace server processors are reportedly based on a 5-nanometer (nm) manufacturing process, which would give it an advantage over Intel, which is stuck on a 10nm manufacturing process.The smaller node size means Nvidia's server processors should ideally be more powerful and consume less energy. With Intel being the leading player in the server processor market with a share of 82.5%, a stronger product from Nvidia could help the latter take share away from Chipzilla, and start its server processor journey on a solid note.2. The cloud gaming business could get biggerNvidia's gaming business was a terrible performer in 2022. The segment's revenue was down 51% year over year last quarter to $1.6 billion, and a turnaround seems some time away thanks to weak consumer demand, dwindling demand from cryptocurrency miners, and weak sales of personal computers (PCs).Nvidia's partners are reducing inventory levels to reflect weak gaming GPU demand. However, there's one niche within gaming that's reportedly enjoying solid growth: cloud gaming. Market research firm Newzoo estimates that the cloud gaming market could generate $2.4 billion in revenue this year, a 74% increase over 2021, driven by a paying subscriber base of 31.7 million gamers.Nvidia's GeForce Now cloud gaming service had 20 million members in August this year, suggesting that the company has already cornered a nice chunk of this market. It is also worth noting that GeForce Now membership has increased at an eye-popping pace -- it had only 1 million users in February 2020. Newzoo estimates that the cloud gaming market is built for impressive growth, and it could generate $8.2 billion in revenue by 2025.Nvidia's solid membership base indicates that it is on track to make the most of this opportunity given that it is continuously boosting its gaming library. The company added 85 games to GeForce Now last quarter and has built a library of 1,400-plus titles. So cloud gaming could help mitigate the weakness in the gaming market in 2023 for Nvidia, and the business could turn out to be a huge source of revenue for the company in the long run.3. The automotive segment is racing ahead nicelyNvidia's automotive and embedded revenue shot up 86% year over year last quarter to $251 million. This impressive growth isn't surprising considering the chipmaker's partnerships with multiple automakers and component manufacturers that are deploying its systems.Nvidia's impressive automotive growth is here to stay, as its offerings continue to be adopted by leading automakers. Zeekr, a subsidiary of Chinese automotive company Geely, will start deploying Nvidia's next-generation Drive Thor automotive computing platform into its electric vehicles beginning in 2025. Volvo, on the other hand, is already using Nvidia's offerings in the new all-electric EX90.Nvidia management pointed out on the latest earnings conference call that \"automotive has great momentum and is on its way to be our next multibillion-dollar platform.\" That shouldn't be surprising, as Nvidia has built an automotive revenue pipeline worth $11 billion that it expects to convert into revenue over the next four fiscal years.So there are quite a few areas that could help Nvidia come out of its slump and give the stock a nice boost in 2023. That's why investors holding this tech stock should keep doing so -- it could keep flying higher in the new year, and may even outperform the broader market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962414524,"gmtCreate":1669822786068,"gmtModify":1676538250943,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962414524","repostId":"1176439361","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933922922,"gmtCreate":1662205500466,"gmtModify":1676537018058,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Waiting for bargain in September.","listText":"Waiting for bargain in September.","text":"Waiting for bargain in September.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933922922","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","kind":"news","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=fundamental","pubTime":"2022-09-03 11:00","market":"us","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today&#39;s job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn&#39;t rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren&#39;t convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&amp;P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&amp;P 500&#39;s valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&amp;P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&amp;P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&amp;P&#39;s current PE of roughly 17.6. That would equate to a value on the S&amp;P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&amp;P 500 retesting those June lows seems to be increasing, and today&#39;s job data isn&#39;t likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn&#39;t likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn&#39;t the earnings yield of the S&amp;P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn&#39;t that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998900247,"gmtCreate":1660911854391,"gmtModify":1676536422143,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"The truth&nbsp;is now showing.","listText":"The truth&nbsp;is now showing.","text":"The truth is now showing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998900247","repostId":"1156913631","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907413738,"gmtCreate":1660230502727,"gmtModify":1703503396862,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Great.","listText":"Great.","text":"Great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907413738","repostId":"1188945871","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058219872,"gmtCreate":1654841667296,"gmtModify":1676535521528,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Another buying opportunity.","listText":"Another buying opportunity.","text":"Another buying opportunity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058219872","repostId":"2242536656","repostType":4,"repost":{"id":"2242536656","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654838025,"share":"https://ttm.financial/m/news/2242536656?lang=&edition=fundamental","pubTime":"2022-06-10 13:13","market":"us","language":"en","title":"Strong Dollar Could Spark Repeat of 1990s \"Asian Crisis\" If It Crosses This Threshold, Former Goldman Economist Warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2242536656","media":"Dow Jones","summary":"Why the Japanese yen tumbling to 150 against the greenback could spell troubleJim O'Neill, the forme","content":"<html><head></head><body><p>Why the Japanese yen tumbling to 150 against the greenback could spell trouble</p><p>Jim O&#39;Neill, the former Goldman Sachs economist most famous for coining the term &#34;BRICs,&#34; told Bloomberg NewsThursday that the U.S. dollar could spark a new Asian financial crisis if the Japanese yen sinks to 150 against the greenback -- a level last seen in 1990.</p><p>Recently, there&#39;s been a lot of speculation about how far the dollar could strengthen as the Federal Reserve continues to raise interest rates at an aggressive pace, making the greenback more attractive to foreign investors.</p><p>This week, the the yen USDJPY fell to 134 against the greenback, for the first time since 2002.</p><p>To be sure, other central banks are scrambling to keep pace with the Fed -- most recently, the European Central Bank on Thursday left the door open to a 50 basis point rate hike in September, and the Reserve Bank of Australia surprised economists with a larger-than-expected hike earlier this week.</p><p>But while many central banks are following in the Fed&#39;s footsteps, the Bank of Japan has opted to keep its monetary policy loose to help finance Japanese Prime Minister Fumio Kishida&#39;s spending ambitions.</p><p>Last month, Eisuke Sakakibara, a former Japanese government official often referred to by his nickname, &#34;Mr. Yen,&#34; said that the Japanese currency could weaken to 150 yen to the dollar , according to a separate Bloomberg News report.</p><p>But if the yen keeps weakening, China could step in to further devalue its currency, the yuan, potentially sparking a chain reaction of currency weakness across the region that could bear echoes of the late 1990s Asian Financial Crisis, which started in Thailand with the crash of the Thai baht, before ricocheting across the region -- then across the world.</p><p>&#34;If the yen keeps weakening, China will see this as unfair competitive advantage so the parallels to the Asian Financial Crisis are perfectly obviously,&#34; said O&#39;Neill to Bloomberg. &#34;China would not want this devaluing of currencies to threaten their economy.&#34;</p><p>Assuming the Bank of Japan sticks with yield curve control -- its policy of carefully stage-managing the yields of Japanese government bonds seen by economists to be an ultra-loose form of monetary policy -- the dollar&#39;s strength could create &#34;serious problems&#34; in Beijing,O&#39;Neill said.</p><p>The economist and former chair of Goldman Sachs Asset Management left the investment bank in 2013, before later becoming a senior advisor at Chatham House, British policy institute. &#34;BRICs&#34; is an acronym that stands for &#34;Brazil, Russia, India China,&#34; and is meant to represent a group of the most influential emerging-market economies.</p><p>A number of Wall Street strategists recently called for a pause in the dollar&#39;s torrid rally, which has brought it to multi-decade highs against many of its main rivals. Nevertheless, the greenback has continued to strengthen against the yen.</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>Strong Dollar Could Spark Repeat of 1990s \"Asian Crisis\" If It Crosses This Threshold, Former Goldman Economist Warns</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\">\nStrong Dollar Could Spark Repeat of 1990s \"Asian Crisis\" If It Crosses This Threshold, Former Goldman Economist Warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 13:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Why the Japanese yen tumbling to 150 against the greenback could spell trouble</p><p>Jim O&#39;Neill, the former Goldman Sachs economist most famous for coining the term &#34;BRICs,&#34; told Bloomberg NewsThursday that the U.S. dollar could spark a new Asian financial crisis if the Japanese yen sinks to 150 against the greenback -- a level last seen in 1990.</p><p>Recently, there&#39;s been a lot of speculation about how far the dollar could strengthen as the Federal Reserve continues to raise interest rates at an aggressive pace, making the greenback more attractive to foreign investors.</p><p>This week, the the yen USDJPY fell to 134 against the greenback, for the first time since 2002.</p><p>To be sure, other central banks are scrambling to keep pace with the Fed -- most recently, the European Central Bank on Thursday left the door open to a 50 basis point rate hike in September, and the Reserve Bank of Australia surprised economists with a larger-than-expected hike earlier this week.</p><p>But while many central banks are following in the Fed&#39;s footsteps, the Bank of Japan has opted to keep its monetary policy loose to help finance Japanese Prime Minister Fumio Kishida&#39;s spending ambitions.</p><p>Last month, Eisuke Sakakibara, a former Japanese government official often referred to by his nickname, &#34;Mr. Yen,&#34; said that the Japanese currency could weaken to 150 yen to the dollar , according to a separate Bloomberg News report.</p><p>But if the yen keeps weakening, China could step in to further devalue its currency, the yuan, potentially sparking a chain reaction of currency weakness across the region that could bear echoes of the late 1990s Asian Financial Crisis, which started in Thailand with the crash of the Thai baht, before ricocheting across the region -- then across the world.</p><p>&#34;If the yen keeps weakening, China will see this as unfair competitive advantage so the parallels to the Asian Financial Crisis are perfectly obviously,&#34; said O&#39;Neill to Bloomberg. &#34;China would not want this devaluing of currencies to threaten their economy.&#34;</p><p>Assuming the Bank of Japan sticks with yield curve control -- its policy of carefully stage-managing the yields of Japanese government bonds seen by economists to be an ultra-loose form of monetary policy -- the dollar&#39;s strength could create &#34;serious problems&#34; in Beijing,O&#39;Neill said.</p><p>The economist and former chair of Goldman Sachs Asset Management left the investment bank in 2013, before later becoming a senior advisor at Chatham House, British policy institute. &#34;BRICs&#34; is an acronym that stands for &#34;Brazil, Russia, India China,&#34; and is meant to represent a group of the most influential emerging-market economies.</p><p>A number of Wall Street strategists recently called for a pause in the dollar&#39;s torrid rally, which has brought it to multi-decade highs against many of its main rivals. Nevertheless, the greenback has continued to strengthen against the yen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242536656","content_text":"Why the Japanese yen tumbling to 150 against the greenback could spell troubleJim O'Neill, the former Goldman Sachs economist most famous for coining the term \"BRICs,\" told Bloomberg NewsThursday that the U.S. dollar could spark a new Asian financial crisis if the Japanese yen sinks to 150 against the greenback -- a level last seen in 1990.Recently, there's been a lot of speculation about how far the dollar could strengthen as the Federal Reserve continues to raise interest rates at an aggressive pace, making the greenback more attractive to foreign investors.This week, the the yen USDJPY fell to 134 against the greenback, for the first time since 2002.To be sure, other central banks are scrambling to keep pace with the Fed -- most recently, the European Central Bank on Thursday left the door open to a 50 basis point rate hike in September, and the Reserve Bank of Australia surprised economists with a larger-than-expected hike earlier this week.But while many central banks are following in the Fed's footsteps, the Bank of Japan has opted to keep its monetary policy loose to help finance Japanese Prime Minister Fumio Kishida's spending ambitions.Last month, Eisuke Sakakibara, a former Japanese government official often referred to by his nickname, \"Mr. Yen,\" said that the Japanese currency could weaken to 150 yen to the dollar , according to a separate Bloomberg News report.But if the yen keeps weakening, China could step in to further devalue its currency, the yuan, potentially sparking a chain reaction of currency weakness across the region that could bear echoes of the late 1990s Asian Financial Crisis, which started in Thailand with the crash of the Thai baht, before ricocheting across the region -- then across the world.\"If the yen keeps weakening, China will see this as unfair competitive advantage so the parallels to the Asian Financial Crisis are perfectly obviously,\" said O'Neill to Bloomberg. \"China would not want this devaluing of currencies to threaten their economy.\"Assuming the Bank of Japan sticks with yield curve control -- its policy of carefully stage-managing the yields of Japanese government bonds seen by economists to be an ultra-loose form of monetary policy -- the dollar's strength could create \"serious problems\" in Beijing,O'Neill said.The economist and former chair of Goldman Sachs Asset Management left the investment bank in 2013, before later becoming a senior advisor at Chatham House, British policy institute. \"BRICs\" is an acronym that stands for \"Brazil, Russia, India China,\" and is meant to represent a group of the most influential emerging-market economies.A number of Wall Street strategists recently called for a pause in the dollar's torrid rally, which has brought it to multi-decade highs against many of its main rivals. Nevertheless, the greenback has continued to strengthen against the yen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9962414524,"gmtCreate":1669822786068,"gmtModify":1676538250943,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962414524","repostId":"1176439361","repostType":4,"repost":{"id":"1176439361","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":1669822019,"share":"https://ttm.financial/m/news/1176439361?lang=&edition=fundamental","pubTime":"2022-11-30 23:26","market":"us","language":"en","title":"Hot Chinese ADRs Continued to Fly Higher in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176439361","media":"Tiger Newspress","summary":"Hot Chinese ADRs climbed for a third day, adding to a record rally this month.Alibaba jumped over 10","content":"<html><head></head><body><p>Hot Chinese ADRs climbed for a third day, adding to a record rally this month.</p><p>Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.</p><p>The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.<img src=\"https://static.tigerbbs.com/0fb2dd381f469c7fdce955b73ed65036\" tg-width=\"483\" tg-height=\"766\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Continued to Fly Higher in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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\">\nHot Chinese ADRs Continued to Fly Higher in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-30 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs climbed for a third day, adding to a record rally this month.</p><p>Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.</p><p>The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.<img src=\"https://static.tigerbbs.com/0fb2dd381f469c7fdce955b73ed65036\" tg-width=\"483\" tg-height=\"766\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176439361","content_text":"Hot Chinese ADRs climbed for a third day, adding to a record rally this month.Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933922922,"gmtCreate":1662205500466,"gmtModify":1676537018058,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Waiting for bargain in September.","listText":"Waiting for bargain in September.","text":"Waiting for bargain in September.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933922922","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","kind":"news","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=fundamental","pubTime":"2022-09-03 11:00","market":"us","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today&#39;s job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn&#39;t rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren&#39;t convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&amp;P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&amp;P 500&#39;s valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&amp;P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&amp;P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&amp;P&#39;s current PE of roughly 17.6. That would equate to a value on the S&amp;P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&amp;P 500 retesting those June lows seems to be increasing, and today&#39;s job data isn&#39;t likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn&#39;t likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn&#39;t the earnings yield of the S&amp;P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn&#39;t that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907413738,"gmtCreate":1660230502727,"gmtModify":1703503396862,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Great.","listText":"Great.","text":"Great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907413738","repostId":"1188945871","repostType":4,"repost":{"id":"1188945871","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":1660226181,"share":"https://ttm.financial/m/news/1188945871?lang=&edition=fundamental","pubTime":"2022-08-11 21:56","market":"us","language":"en","title":"Metaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188945871","media":"Tiger Newspress","summary":"Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.","content":"<html><head></head><body><p>Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.<img src=\"https://static.tigerbbs.com/b006e673554990ab6d33aff49197b651\" tg-width=\"269\" tg-height=\"217\" 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>Metaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 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; 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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\">2022-08-11 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.<img src=\"https://static.tigerbbs.com/b006e673554990ab6d33aff49197b651\" tg-width=\"269\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188945871","content_text":"Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058219872,"gmtCreate":1654841667296,"gmtModify":1676535521528,"author":{"id":"4104033410992280","authorId":"4104033410992280","name":"Gko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104033410992280","authorIdStr":"4104033410992280"},"themes":[],"htmlText":"Another buying opportunity.","listText":"Another buying opportunity.","text":"Another buying 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