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2024-10-09
1000 Days... With Tiger... Yahoo
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2024-03-23
$Micron Technology(MU)$
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2023-06-07
$Palantir Technologies Inc.(PLTR)$
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2023-05-26
$Palantir Technologies Inc.(PLTR)$
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2023-01-20
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2022-10-06
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2022-09-21
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Can The Fed's Decision Lead To A Short-Term Rally?
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2022-08-22
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2022-08-04
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2022-03-30
$Marqeta, Inc.(MQ)$
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2022-03-30
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2022-02-02
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Chinese Lunar Year 1st Profilš
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2022-02-02
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Xilinx shares rose 10.18% in premarket trading
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2022-02-02
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Xilinx shares rose 10.18% in premarket trading
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2022-01-24
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Morgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip
Go to Tiger App to see more news
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Many investors are currently sidelined, as they eagerly anticipate the news of the...</p>\n\n<a href=\"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Can The Fed's Decision Lead To A Short-Term Rally?</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\">\nCan The Fed's Decision Lead To A Short-Term Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 23:14 GMT+8 <a href=https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the...</p>\n\n<a href=\"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186301074","content_text":"Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the Federal Reserve (U.S. Central Bank) decision on the next rate hike. They will clarify how much they will raise rates by.As mentioned previously, raising rates is negative for crypto because it means that it becomes more expensive to borrow because loan payments are larger and so it entices people to save more, which is what central banks want to clamp down on persistently high inflation.The market has priced in an 84% chance of a 75-basis point rate hike and a 16% chance of a 25-basis point rate hike. This means that the market is anticipating a 75-basis point rate hike.A 100-basis point rate hike is unexpected and could lead to more pain for global markets. If a 75-basis point rate hike is announced there will be no surprises, so it could lead to a short-term rally as the news has been priced in. Any rally in the short term will be unwelcomed by the Federal Reserve though, as it means people feel more wealthy and more likely to spend, hence contributing to more inflation ā something known as the wealth effect.Despite the tumultuous market conditions traditional finance institutions continue to enter the space, as the Nasdaq, the second biggest American stock exchange by market cap, is launching a digital assets business that is targeted at institutional investors. This will likely aim to compete with companies such as Fidelity Digital Assets, Coinbase and Gemini, and is incredibly bullish for the whole space. This gives further indication of institutional interest in the crypto market for the next 5-10 years.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996297302,"gmtCreate":1661173525409,"gmtModify":1676536466572,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996297302","repostId":"2261515445","repostType":4,"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902935600,"gmtCreate":1659624676403,"gmtModify":1705996215229,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Small.. 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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196584","repostId":"1125051535","repostType":2,"repost":{"id":"1125051535","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":1643793360,"share":"https://ttm.financial/m/news/1125051535?lang=&edition=full_marsco","pubTime":"2022-02-02 17:16","market":"us","language":"en","title":"Xilinx shares rose 10.18% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051535","media":"Tiger Newspress","summary":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion pur","content":"<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</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>Xilinx shares rose 10.18% in premarket trading</title>\n<style 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17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051535","content_text":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.AMD expected to complete the acquisition of Xilinx in the first quarter.","news_type":1,"symbols_score_info":{"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091196694,"gmtCreate":1643794950034,"gmtModify":1676533857297,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196694","repostId":"1125051535","repostType":2,"repost":{"id":"1125051535","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":1643793360,"share":"https://ttm.financial/m/news/1125051535?lang=&edition=full_marsco","pubTime":"2022-02-02 17:16","market":"us","language":"en","title":"Xilinx shares rose 10.18% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051535","media":"Tiger Newspress","summary":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion pur","content":"<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</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>Xilinx shares rose 10.18% in premarket 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{ 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{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\">\nXilinx shares rose 10.18% in premarket 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\">2022-02-02 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051535","content_text":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.AMD expected to complete the acquisition of Xilinx in the first quarter.","news_type":1,"symbols_score_info":{"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007414113,"gmtCreate":1642983433779,"gmtModify":1676533761626,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"š","listText":"š","text":"š","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007414113","repostId":"1110124323","repostType":2,"repost":{"id":"1110124323","kind":"news","pubTimestamp":1642980341,"share":"https://ttm.financial/m/news/1110124323?lang=&edition=full_marsco","pubTime":"2022-01-24 07:25","market":"us","language":"en","title":"Morgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1110124323","media":"Bloomberg","summary":"āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as ","content":"<div>\n<p>āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip</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{ 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.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\">\nMorgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 07:25 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"éē¼ęÆ"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110124323","content_text":"āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid the temptation to buy the dips in expensive high-growth stocks because āonce the fever breaks, it lasts a long time,ā according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management.Slimmon joined the āWhat Goes Upā podcast to discuss what heās investing in these days. He also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021. Below are the condensed and lightly edited highlights of the conversation. Q. You wrote to us before the show, saying āavoid the temptation to step in and buy into the selloff in high-growth stocks.ā You said, āmy experience is: Once the fever breaks, itās done for quite a while.ā Historically, is there any precedent you could point to? Is it too simple to point to the dot-com bubble as a fair comparison?A. So first of all, I just want to make sure itās understood: Iām not a value manager, or a growth manager. Iām not trying to, you know, spin what works or what my investment philosophy is at all times. Iām just looking at what the fat pitch is. And as it pertains to this group, the reason why I believe once the fever breaks, it lasts a long time, is if you wind the clock back, if you look at some of these uber-growth funds back to where they were in early fall of 2020, that means a lot of people havenāt made money, right? Because they chased into them after they peaked.And the reason why the dot-com analogy is correct is that that means that every time they start to go up, thereās someone that can get out even. And so thereās tremendous selling resistance at higher levels because so many people have lost money. And that to me is very similar to the dot-com bubble, and other bubbles. Once a very speculative bubble breaks, itās not a V bottom because thereās too many people looking to get out.Q. So what cohort would you look at? Could you see the Nasdaq 100 going down as much as it did then, or more like a Cathie Wood-type of fund?A. Thatās the difference to 2000. In 2000, the Nasdaq had obscene prices. You also had some of these very big-cap tech stocks trading at triple-digit multiples. And when I look at these uber-growth stocks, theyāre expensive as they were in 2000, but the main tech stocks, the Nasdaq 100, the big stocks, theyāre not as expensive. So I donāt think the (comparison to the) Nasdaq break of 2000 is quite accurate because I donāt think the really big tech stocks are as vulnerable.Q. One thing I always think about along these lines is that thereās something in human nature that is always going to make that instinct to chase the high flyers come back at some point.A. Greed.Q. Yeah, right. As simple as that. But what are the conditions you would look for to be in place to bring that trade back?A. Well, I think itās first seller exhaustion, where stocks stop going down on bad news because thereās no one left to sell them. And Iām just not sure weāre there yet. I havenāt seen big capitulation. I mean, the stocks are down a lot, but there hasnāt been big capitulation in these stocks. The other way I think about it is when no one believes that they can buy the dip anymore. Thatās when the bottom happens, right? When people say, āI donāt wanna touch them. These are uninvestible,ā thatās when I get interested. But when people are saying, āHey, well, what do you think?ā Because the memory of making a lot of money is too recent and that leads people to try to bottom fish.Iāve been in this business a long time. Human behavior doesnāt change. And so when this type of bubble breaks, you get counter-trend rallies and they go up a little bit and then they go down low and then they go up and they go down until people say, āDonāt ask me one more thing about it. I donāt want to talk about it. Moving on.ā And then I go, āOh, thatās kind of interesting.ā That means maybe theyāre getting to a bottom.Q. Your fund was up 36% last year. Everybody at home is wondering what exactly you might be favoring this year and how they should be positioning as the year unfolds?A. The reason why we had a good year last year is simply that we played the playbook. The playbook is that when youāre coming out of recessions, cyclical stocks do well, right? Because in recessions people sell anything thatās economically sensitive and they hold on to things that they perceive as not economically sensitive. So the spread between the cyclical stocks and the non-cyclical stocks, itās extreme. And boy oh boy did it really get extreme. So it was kind of a fat pitch to own financials and energy stocks in 2021. And so that worked. The other thing that really worked is just listening to companies and follow earnings. Now, just to be clear, earnings growth doesnāt drive stock prices, itās surprises, right? A stock price embeds all future expectations. So if companies are doing better than what is expected, they go up ...So going into this year, I think weāre in an environment where central bank policy is willing to accept higher levels of inflation for faster growth that will lead to more wage growth. Now right now, the Fed is starting to pivot a little bit because real wages arenāt going up. So I think theyāre going to make a move to bring down inflation, but I think weāre moving into an environment where weāre going to have higher growth at the expense of higher inflation. And thatās an environment where you want to own some value stocks. Again, Iām not saying throw away all your growth stocks to buy all value because I believe in technology long term. But I do think that weāve come out of a decade of slow growth and weāre moving into a faster-growth environment. And I think you want to own a few more value stocks. And I donāt think this year will be any different than last year.Q. You sent us a list of some stocks that you really like: Alphabet, Microsoft and Danaher. Could you walk us through why you like these picks in particular?A. Our biggest overweights are financials, REITs and energy stocks. The āhoweverā of that is those stocks are red-hot right now. Financials and energy have done really well this year. So I think weāre into an environment where you have to be careful going into earning season, given how strong theyāve been. And so Iām just a little bit wary of owning those stocks or buying those stocks right here. And again, those growth stocks havenāt done as well. Microsoft, Google, Danaher, they havenāt done as well because theyāre not hot stocks right now. And those companies are reporting very good earnings.Q. Youāre bullish on Microsoft, you have it in both the international and the U.S. core fund. Curious what you think of this Activision Blizzard takeover this week? And what does that signal to you?A. Itās a sign that companies are flush with cash, which, oh, by the way, whatās the ROI on cash right now? So I think itās going to be a -- Iām no investment banker -- but I think itās going to be a big year for M&A because companies have very strong balance sheets and they got a lot of cash on hand and theyāre going to be looking for bolt-on acquisitions. So to the extent that things are immediately accretive, I think youāre going to see companies jump at it.And not a lot of people talk about that, but I really think that the story is that corporate fundamentals are not getting the press they deserve. I really do. We talk about the Fed a lot and geopolitical risk, but I just donāt think whatās happening in corporate America gets enough positive press.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9091167153,"gmtCreate":1643808884985,"gmtModify":1676533858399,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>Chinese Lunar Year 1st Profilš","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>Chinese Lunar Year 1st Profilš","text":"$AMD(AMD)$Chinese Lunar Year 1st Profilš","images":[{"img":"https://static.itradeup.com/news/0ab72d0abeeea475fa62d50c2caa1e6c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9091167153","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919884333,"gmtCreate":1663772591422,"gmtModify":1676537333616,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919884333","repostId":"1186301074","repostType":4,"repost":{"id":"1186301074","kind":"news","pubTimestamp":1663773262,"share":"https://ttm.financial/m/news/1186301074?lang=&edition=full_marsco","pubTime":"2022-09-21 23:14","market":"us","language":"en","title":"Can The Fed's Decision Lead To A Short-Term Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186301074","media":"Benzinga","summary":"Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatil","content":"<div>\n<p>Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the...</p>\n\n<a href=\"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Can The Fed's Decision Lead To A Short-Term Rally?</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\">\nCan The Fed's Decision Lead To A Short-Term Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 23:14 GMT+8 <a href=https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the...</p>\n\n<a href=\"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186301074","content_text":"Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the Federal Reserve (U.S. Central Bank) decision on the next rate hike. They will clarify how much they will raise rates by.As mentioned previously, raising rates is negative for crypto because it means that it becomes more expensive to borrow because loan payments are larger and so it entices people to save more, which is what central banks want to clamp down on persistently high inflation.The market has priced in an 84% chance of a 75-basis point rate hike and a 16% chance of a 25-basis point rate hike. This means that the market is anticipating a 75-basis point rate hike.A 100-basis point rate hike is unexpected and could lead to more pain for global markets. If a 75-basis point rate hike is announced there will be no surprises, so it could lead to a short-term rally as the news has been priced in. Any rally in the short term will be unwelcomed by the Federal Reserve though, as it means people feel more wealthy and more likely to spend, hence contributing to more inflation ā something known as the wealth effect.Despite the tumultuous market conditions traditional finance institutions continue to enter the space, as the Nasdaq, the second biggest American stock exchange by market cap, is launching a digital assets business that is targeted at institutional investors. This will likely aim to compete with companies such as Fidelity Digital Assets, Coinbase and Gemini, and is incredibly bullish for the whole space. This gives further indication of institutional interest in the crypto market for the next 5-10 years.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287480405577808,"gmtCreate":1711208315656,"gmtModify":1711208320633,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a> become next ","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ </a> become next ","text":"$Micron Technology(MU)$ become next","images":[{"img":"https://community-static.tradeup.com/news/c0160478734ce2b13592db1862e15869","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287480405577808","isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9979097213,"gmtCreate":1685114751433,"gmtModify":1685114757807,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>karching[Happy] ","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>karching[Happy] ","text":"$Palantir Technologies Inc.(PLTR)$ karching[Happy]","images":[{"img":"https://community-static.tradeup.com/news/d372d057ebe8fc69afcb97ed44b56a25","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979097213","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956751904,"gmtCreate":1674224764609,"gmtModify":1676538931515,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$ </a>zzzzzZZZZZ","listText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$ </a>zzzzzZZZZZ","text":"$Marqeta, Inc.(MQ)$ zzzzzZZZZZ","images":[{"img":"https://community-static.tradeup.com/news/c304a21d2cc23f69424b5e9c0b88a660","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956751904","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996297302,"gmtCreate":1661173525409,"gmtModify":1676536466572,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996297302","repostId":"2261515445","repostType":4,"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091196694,"gmtCreate":1643794950034,"gmtModify":1676533857297,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196694","repostId":"1125051535","repostType":2,"repost":{"id":"1125051535","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":1643793360,"share":"https://ttm.financial/m/news/1125051535?lang=&edition=full_marsco","pubTime":"2022-02-02 17:16","market":"us","language":"en","title":"Xilinx shares rose 10.18% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051535","media":"Tiger Newspress","summary":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion pur","content":"<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</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>Xilinx shares rose 10.18% in premarket 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; 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class=\"title\">\nXilinx shares rose 10.18% in premarket 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\">2022-02-02 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051535","content_text":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.AMD expected to complete the acquisition of Xilinx in the first 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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196584","repostId":"1125051535","repostType":2,"repost":{"id":"1125051535","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":1643793360,"share":"https://ttm.financial/m/news/1125051535?lang=&edition=full_marsco","pubTime":"2022-02-02 17:16","market":"us","language":"en","title":"Xilinx shares rose 10.18% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051535","media":"Tiger Newspress","summary":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion pur","content":"<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</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>Xilinx shares rose 10.18% in premarket trading</title>\n<style 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17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051535","content_text":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.AMD expected to complete the acquisition of Xilinx in the first quarter.","news_type":1,"symbols_score_info":{"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902935600,"gmtCreate":1659624676403,"gmtModify":1705996215229,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Small.. Karchingš","listText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Small.. Karchingš","text":"$Affirm Holdings, Inc.(AFRM)$Small.. Karchingš","images":[{"img":"https://community-static.tradeup.com/news/c76d1bfc3cd4efa1f9e14b682efce2f2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902935600","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9007414113,"gmtCreate":1642983433779,"gmtModify":1676533761626,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"š","listText":"š","text":"š","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007414113","repostId":"1110124323","repostType":2,"repost":{"id":"1110124323","kind":"news","pubTimestamp":1642980341,"share":"https://ttm.financial/m/news/1110124323?lang=&edition=full_marsco","pubTime":"2022-01-24 07:25","market":"us","language":"en","title":"Morgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1110124323","media":"Bloomberg","summary":"āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as ","content":"<div>\n<p>āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanleyās Slimmon Warns Against Buying Growth-Stock Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 07:25 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"éē¼ęÆ"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110124323","content_text":"āOnce the fever breaks, it lasts a long time,ā manager saysWhen bubble breaks, itās not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid the temptation to buy the dips in expensive high-growth stocks because āonce the fever breaks, it lasts a long time,ā according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management.Slimmon joined the āWhat Goes Upā podcast to discuss what heās investing in these days. He also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021. Below are the condensed and lightly edited highlights of the conversation. Q. You wrote to us before the show, saying āavoid the temptation to step in and buy into the selloff in high-growth stocks.ā You said, āmy experience is: Once the fever breaks, itās done for quite a while.ā Historically, is there any precedent you could point to? Is it too simple to point to the dot-com bubble as a fair comparison?A. So first of all, I just want to make sure itās understood: Iām not a value manager, or a growth manager. Iām not trying to, you know, spin what works or what my investment philosophy is at all times. Iām just looking at what the fat pitch is. And as it pertains to this group, the reason why I believe once the fever breaks, it lasts a long time, is if you wind the clock back, if you look at some of these uber-growth funds back to where they were in early fall of 2020, that means a lot of people havenāt made money, right? Because they chased into them after they peaked.And the reason why the dot-com analogy is correct is that that means that every time they start to go up, thereās someone that can get out even. And so thereās tremendous selling resistance at higher levels because so many people have lost money. And that to me is very similar to the dot-com bubble, and other bubbles. Once a very speculative bubble breaks, itās not a V bottom because thereās too many people looking to get out.Q. So what cohort would you look at? Could you see the Nasdaq 100 going down as much as it did then, or more like a Cathie Wood-type of fund?A. Thatās the difference to 2000. In 2000, the Nasdaq had obscene prices. You also had some of these very big-cap tech stocks trading at triple-digit multiples. And when I look at these uber-growth stocks, theyāre expensive as they were in 2000, but the main tech stocks, the Nasdaq 100, the big stocks, theyāre not as expensive. So I donāt think the (comparison to the) Nasdaq break of 2000 is quite accurate because I donāt think the really big tech stocks are as vulnerable.Q. One thing I always think about along these lines is that thereās something in human nature that is always going to make that instinct to chase the high flyers come back at some point.A. Greed.Q. Yeah, right. As simple as that. But what are the conditions you would look for to be in place to bring that trade back?A. Well, I think itās first seller exhaustion, where stocks stop going down on bad news because thereās no one left to sell them. And Iām just not sure weāre there yet. I havenāt seen big capitulation. I mean, the stocks are down a lot, but there hasnāt been big capitulation in these stocks. The other way I think about it is when no one believes that they can buy the dip anymore. Thatās when the bottom happens, right? When people say, āI donāt wanna touch them. These are uninvestible,ā thatās when I get interested. But when people are saying, āHey, well, what do you think?ā Because the memory of making a lot of money is too recent and that leads people to try to bottom fish.Iāve been in this business a long time. Human behavior doesnāt change. And so when this type of bubble breaks, you get counter-trend rallies and they go up a little bit and then they go down low and then they go up and they go down until people say, āDonāt ask me one more thing about it. I donāt want to talk about it. Moving on.ā And then I go, āOh, thatās kind of interesting.ā That means maybe theyāre getting to a bottom.Q. Your fund was up 36% last year. Everybody at home is wondering what exactly you might be favoring this year and how they should be positioning as the year unfolds?A. The reason why we had a good year last year is simply that we played the playbook. The playbook is that when youāre coming out of recessions, cyclical stocks do well, right? Because in recessions people sell anything thatās economically sensitive and they hold on to things that they perceive as not economically sensitive. So the spread between the cyclical stocks and the non-cyclical stocks, itās extreme. And boy oh boy did it really get extreme. So it was kind of a fat pitch to own financials and energy stocks in 2021. And so that worked. The other thing that really worked is just listening to companies and follow earnings. Now, just to be clear, earnings growth doesnāt drive stock prices, itās surprises, right? A stock price embeds all future expectations. So if companies are doing better than what is expected, they go up ...So going into this year, I think weāre in an environment where central bank policy is willing to accept higher levels of inflation for faster growth that will lead to more wage growth. Now right now, the Fed is starting to pivot a little bit because real wages arenāt going up. So I think theyāre going to make a move to bring down inflation, but I think weāre moving into an environment where weāre going to have higher growth at the expense of higher inflation. And thatās an environment where you want to own some value stocks. Again, Iām not saying throw away all your growth stocks to buy all value because I believe in technology long term. But I do think that weāve come out of a decade of slow growth and weāre moving into a faster-growth environment. And I think you want to own a few more value stocks. And I donāt think this year will be any different than last year.Q. You sent us a list of some stocks that you really like: Alphabet, Microsoft and Danaher. Could you walk us through why you like these picks in particular?A. Our biggest overweights are financials, REITs and energy stocks. The āhoweverā of that is those stocks are red-hot right now. Financials and energy have done really well this year. So I think weāre into an environment where you have to be careful going into earning season, given how strong theyāve been. And so Iām just a little bit wary of owning those stocks or buying those stocks right here. And again, those growth stocks havenāt done as well. Microsoft, Google, Danaher, they havenāt done as well because theyāre not hot stocks right now. And those companies are reporting very good earnings.Q. Youāre bullish on Microsoft, you have it in both the international and the U.S. core fund. Curious what you think of this Activision Blizzard takeover this week? And what does that signal to you?A. Itās a sign that companies are flush with cash, which, oh, by the way, whatās the ROI on cash right now? So I think itās going to be a -- Iām no investment banker -- but I think itās going to be a big year for M&A because companies have very strong balance sheets and they got a lot of cash on hand and theyāre going to be looking for bolt-on acquisitions. So to the extent that things are immediately accretive, I think youāre going to see companies jump at it.And not a lot of people talk about that, but I really think that the story is that corporate fundamentals are not getting the press they deserve. I really do. We talk about the Fed a lot and geopolitical risk, but I just donāt think whatās happening in corporate America gets enough positive press.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358170226254208,"gmtCreate":1728480688333,"gmtModify":1728480693892,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"1000 Days... With Tiger... Yahoo","listText":"1000 Days... With Tiger... Yahoo","text":"1000 Days... With Tiger... Yahoo","images":[{"img":"https://community-static.tradeup.com/news/30b8f56a1cd6d532226de89ff3b5aa77","width":"1080","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358170226254208","isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184760539443312,"gmtCreate":1686147020491,"gmtModify":1686147024012,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Karching... Again$$$$$$","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Karching... Again$$$$$$","text":"$Palantir Technologies Inc.(PLTR)$ Karching... 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