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VizClimax

VizClimax

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2022-09-16

100x pe. Right.

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2022-09-16

Know that bankers make money whether the market goes up or down

JPMorgan Bullish on Stocks, Sees Soft Landing for Economy

2022-09-13

I wonder which idiots write these.

If You Think Tech Has Bottomed, Consider These Stocks

2022-08-11

$Treasure Global Inc.(TGL)$what's this different from grabpay?

Go to Tiger App to see more news

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Right.&nbsp;","listText":"100x pe. Right.&nbsp;","text":"100x pe. Right.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937019690","repostId":"1155587630","repostType":2,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934755172,"gmtCreate":1663306468896,"gmtModify":1676537249297,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"Know that bankers make money whether the market goes up or down","listText":"Know that bankers make money whether the market goes up or down","text":"Know that bankers make money whether the market goes up or down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9934755172","repostId":"1166890805","repostType":2,"repost":{"id":"1166890805","pubTimestamp":1663286370,"share":"https://ttm.financial/m/news/1166890805?lang=&edition=fundamental","pubTime":"2022-09-16 07:59","market":"us","language":"en","title":"JPMorgan Bullish on Stocks, Sees Soft Landing for Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166890805","media":"The Street","summary":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan i","content":"<html><head></head><body><p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.</p><p>Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.</p><p>But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.</p><p>“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.</p><p>“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”</p><p>U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.</p><p>And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.</p><h3>Tailwinds for Stocks</h3><p>“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.</p><p>That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”</p><p>Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.</p><p>“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.</p><p>“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.</p><p>They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.</p><h3>Dalio’s Take: Less Enthusiastic</h3><p>Meanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategists</p><p>Looking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.</p><p>Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.</p><p>The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”</p><p>The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.</p></body></html>","source":"lsy1610613172068","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>JPMorgan Bullish on Stocks, Sees Soft Landing for Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Bullish on Stocks, Sees Soft Landing for Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some ...</p>\n\n<a href=\"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy\">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"},"source_url":"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166890805","content_text":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.Tailwinds for Stocks“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.Dalio’s Take: Less EnthusiasticMeanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategistsLooking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935140922,"gmtCreate":1663053878166,"gmtModify":1676537192384,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"I wonder which idiots write these.","listText":"I wonder which idiots write these.","text":"I wonder which idiots write these.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935140922","repostId":"2267688327","repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","MSFT":"微软","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4097":"系统软件","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4504":"桥水持仓","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4507":"流媒体概念","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907481743,"gmtCreate":1660231928684,"gmtModify":1703506834100,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$</a>what's this different from grabpay?","listText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$</a>what's this different from grabpay?","text":"$Treasure Global Inc.(TGL)$what's this different from grabpay?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907481743","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9907481743,"gmtCreate":1660231928684,"gmtModify":1703506834100,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$</a>what's this different from grabpay?","listText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$</a>what's this different from grabpay?","text":"$Treasure Global Inc.(TGL)$what's this different from grabpay?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907481743","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934755172,"gmtCreate":1663306468896,"gmtModify":1676537249297,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"Know that bankers make money whether the market goes up or down","listText":"Know that bankers make money whether the market goes up or down","text":"Know that bankers make money whether the market goes up or down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9934755172","repostId":"1166890805","repostType":2,"repost":{"id":"1166890805","pubTimestamp":1663286370,"share":"https://ttm.financial/m/news/1166890805?lang=&edition=fundamental","pubTime":"2022-09-16 07:59","market":"us","language":"en","title":"JPMorgan Bullish on Stocks, Sees Soft Landing for Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166890805","media":"The Street","summary":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan i","content":"<html><head></head><body><p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.</p><p>Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.</p><p>But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.</p><p>“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.</p><p>“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”</p><p>U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.</p><p>And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.</p><h3>Tailwinds for Stocks</h3><p>“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.</p><p>That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”</p><p>Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.</p><p>“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.</p><p>“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.</p><p>They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.</p><h3>Dalio’s Take: Less Enthusiastic</h3><p>Meanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategists</p><p>Looking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.</p><p>Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.</p><p>The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”</p><p>The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.</p></body></html>","source":"lsy1610613172068","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>JPMorgan Bullish on Stocks, Sees Soft Landing for Economy</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\">\nJPMorgan Bullish on Stocks, Sees Soft Landing for Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some ...</p>\n\n<a href=\"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy\">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"},"source_url":"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166890805","content_text":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.Tailwinds for Stocks“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.Dalio’s Take: Less EnthusiasticMeanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategistsLooking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935140922,"gmtCreate":1663053878166,"gmtModify":1676537192384,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"I wonder which idiots write these.","listText":"I wonder which idiots write these.","text":"I wonder which idiots write these.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935140922","repostId":"2267688327","repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","MSFT":"微软","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4097":"系统软件","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4504":"桥水持仓","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4507":"流媒体概念","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937019690,"gmtCreate":1663318892310,"gmtModify":1676537251504,"author":{"id":"4121138998707112","authorId":"4121138998707112","name":"VizClimax","avatar":"https://community-static.tradeup.com/news/2cb9c31e09fbf5acf32fd16e0e914217","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121138998707112","authorIdStr":"4121138998707112"},"themes":[],"htmlText":"100x pe. Right.&nbsp;","listText":"100x pe. Right.&nbsp;","text":"100x pe. Right.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937019690","repostId":"1155587630","repostType":2,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}