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lars

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2023-02-24

Rally ends quickly ya knn

Sorry, the original content has been removed

2022-11-30

Is meta a buy, why dont ask grab also

Is Meta Platforms Stock a Buy?

2022-10-13

More lower low please

Today's CPI Report Could Lead To A Massive Drop In Stocks

2023-03-31

I need bigger volume in daily before all in

Sorry, the original content has been removed

2023-03-21

Toxic news

US STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed

2022-11-03

Will test 75$??if cant hold eaither dunno mybe 21$

Meta’s Meltdown Shows How Big Tech’s Invincible Era Is Over

2022-11-02

News to much toxic

BofA Indicator Is Closest to Saying "Buy" US Stocks Since 2017

2023-04-24

Daq 14k sure huge rally, dji 35k if not still choopy market

3 Big Reasons a Huge Rally Is Right Around the Corner

2023-03-08

Told ya ritel vs fed = ritel dead

Sorry, the original content has been removed

2023-01-12

Suddenly all my ts got hit

U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations

2022-12-17

Bac

5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023

2022-11-08

Welcome to the penny stock

Palantir Technologies: Another One In Trouble

02-22

I think i will pass for nvdia... Still many hidden gem in market

What Bubble? Nvidia Profits Are Rising Even More Than Its Stock

2023-01-20

Cloudy 2023 ? Or even another storm in economic

The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters

2022-12-30

Dcb

Tesla: Buy The Bloodbath

2022-12-24

Toxic news

Sorry, the original content has been removed

2023-03-15

Dcb now cb

Sorry, the original content has been removed

2023-01-10

So rally or not

Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition

Go to Tiger App to see more news

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Nvidia stock soared above $800, which makes it the most expensive “Magnificent 7” stock in absolute terms. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6aad267f0fdb8ea448d877519322db67\" alt=\"Tech (Ecommerce, Social Media, etc.) - shutterstock_1742705531\" title=\"Tech (Ecommerce, Social Media, etc.) - shutterstock_1742705531\" tg-width=\"1600\" tg-height=\"1067\"/><span>Tech (Ecommerce, Social Media, etc.) - shutterstock_1742705531</span></p><p style=\"text-align: start;\">The breathless rally in Nvidia stock has now given it a realistic chance of becoming the biggest U.S. company. Currently, only Microsoft (MSFT) and Apple (AAPL) have a market cap larger than Nvidia&#39;s, now that the semiconductor designer has surpassed both Amazon (AMZN) and Alphabet (GOOG) in size. Why is Nvidia stock so high, and could it soon become the biggest U.S. company?</p><h3 id=\"id_3705325642\" style=\"text-align: start;\">Why Is Nvidia Stock So High?</h3><p style=\"text-align: start;\">The key reason Nvidia stock is trading so high, in absolute terms, is because of the artificial intelligence (AI)-fueled price action over the last year. The stock has risen 61% this year, adding to its 240% rise in 2023. The shares have risen 481% over the last three years, which means NVDA is now above the levels where it was trading in 2021 when it split four-for-one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ca09a0c8212dc516e5f562d8a78ae1\" tg-width=\"1043\" tg-height=\"700\"/></p><p>Nvidia has seen a major rerating since the beginning of 2023, thanks to its position as the preeminent supplier of AI chips. While a section of the market might be perplexed by the rise in Nvidia stock, its share price performance has been backed by solid financials.</p><p>Nvidia forecast revenues of $24 billion at the midpoint for its fiscal Q1 2025, and Wall Street analysts expect its revenues to surpass $100 billion in this fiscal year and $130 billion in the next. To put that in perspective, the Jensen Huang-led company posted revenues of just under $11 billion in fiscal 2020.</p><p style=\"text-align: start;\">The company’s revenues have risen six-fold over the last four years, while the commensurate rise in profits has been even higher. In a market where most other credible growth stories – including Tesla (TSLA) – look tarnished in the short term, Nvidia brings to the table prospects of strong double-digit revenue growth with a long track record of execution.</p><h3 id=\"id_3164925821\" style=\"text-align: start;\">Will Nvidia Stock Ever Go Down?</h3><p style=\"text-align: start;\">Those looking for Nvidia stock to go down meaningfully must have been disappointed, as the stock has continued to make newer highs almost every other day. Notably, despite having risen significantly from its 2022 lows, Nvidia’s valuation still looks far from stretched, based on some metrics. NVDA currently trades at a next 12-months (NTM) price-to-earnings multiple of 32.1x, and among its “Magnificent 7” peers, only Meta Platforms (META) and Apple trade at a lower multiple.</p><p style=\"text-align: start;\">Wall Street analysts also expect Nvidia’s rally to continue, and it has a consensus rating of “Strong Buy” from analysts. According to Reuters, at least 17 brokerages raised Nvidia’s target price after the company reported its fiscal Q1 earnings last week. UBS, however, was a notable exception, as the brokerage cut Nvidia’s target price from $850 to $800 on “some potential slowing in revenue growth.&#34;</p><h3 id=\"id_3609472811\" style=\"text-align: start;\">Could NVDA Become The World’s Largest Company?</h3><p style=\"text-align: start;\">Nvidia’s new Street-high target price of $1,400 (via Rosenblatt Securities) implies its market cap rising to $3.5 trillion, which is higher than the current market cap of Microsoft – the reigning largest U.S. company. While you might have been ridiculed just a few years back for talking about the possibility of Nvidia becoming the world’s biggest company, it looks like a real possibility now. </p><p style=\"text-align: start;\">A cursory look at how the biggest U.S. companies have evolved would tell us that winners have changed over the years in line with their financial performance as well as shifting market sentiments. For instance, at the beginning of 2000, Microsoft was the biggest U.S. company - but soon lost that position to General Electric (GE). Between 2005 and 2011, oil major ExxonMobil (XOM) was the biggest U.S. company, for the most part.</p><p style=\"text-align: start;\">Apple became the world’s most valuable company in 2011, and the iPhone maker has largely held on to that position since then, aside from a few brief incursions. However, Apple lost its $3 trillion market cap and status as the world’s largest company to Microsoft last month, and has failed to reclaim the top position as of yet.</p><p style=\"text-align: start;\">Incidentally, CEO Elon Musk believes that Tesla will someday become the world’s biggest company. While Musk is known for his flamboyant claims, including about Tesla’s roadmap to full autonomy, the fact remains that stock market winners have changed, and will continue to do so in the future.</p><h3 id=\"id_810133175\" style=\"text-align: start;\">Damodaran Believes Nvidia Is Quite Overvalued </h3><p style=\"text-align: start;\">Nvidia currently has momentum, and the market sentiments are even more positive after the fiscal Q4 earnings call last week.</p><p style=\"text-align: start;\">At the same time, a section of the market – which includes valuation guru Ashwath Damodaran – believes that the rise in Nvidia stock has gone too far. While the “dean of valuation” believes almost the entire “Magnificent 7” is overvalued, he singled out NVDA in particular.</p><p style=\"text-align: start;\">To be sure, the kind of multiples that Nvidia now trades at don&#39;t make the stock a good fit for value investors like Damodaran. However, for those chasing growth, I believe Nvidia is a long-term buy-and-hold story that has a chance to become the biggest company someday.</p></body></html>","source":"barchart_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>Why Is Nvidia Stock So High, and Can NVDA Become the Biggest U.S. Company?</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\">\nWhy Is Nvidia Stock So High, and Can NVDA Become the Biggest U.S. Company?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-29 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/24354071/why-is-nvidia-stock-so-high-and-can-nvda-become-the-biggest-u-s-company><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After its well-received earnings report last week, Nvidia (NVDA) joined the ranks of $2 trillion companies, albeit briefly. Nvidia stock soared above $800, which makes it the most expensive “...</p>\n\n<a href=\"https://www.barchart.com/story/news/24354071/why-is-nvidia-stock-so-high-and-can-nvda-become-the-biggest-u-s-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDA":"英伟达","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4141":"半导体产品","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4503":"景林资产持仓","LU0444971666.USD":"天利全球科技基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0109392836.USD":"富兰克林科技股A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.barchart.com/story/news/24354071/why-is-nvidia-stock-so-high-and-can-nvda-become-the-biggest-u-s-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414225852","content_text":"After its well-received earnings report last week, Nvidia (NVDA) joined the ranks of $2 trillion companies, albeit briefly. Nvidia stock soared above $800, which makes it the most expensive “Magnificent 7” stock in absolute terms. Tech (Ecommerce, Social Media, etc.) - shutterstock_1742705531The breathless rally in Nvidia stock has now given it a realistic chance of becoming the biggest U.S. company. Currently, only Microsoft (MSFT) and Apple (AAPL) have a market cap larger than Nvidia's, now that the semiconductor designer has surpassed both Amazon (AMZN) and Alphabet (GOOG) in size. Why is Nvidia stock so high, and could it soon become the biggest U.S. company?Why Is Nvidia Stock So High?The key reason Nvidia stock is trading so high, in absolute terms, is because of the artificial intelligence (AI)-fueled price action over the last year. The stock has risen 61% this year, adding to its 240% rise in 2023. The shares have risen 481% over the last three years, which means NVDA is now above the levels where it was trading in 2021 when it split four-for-one.Nvidia has seen a major rerating since the beginning of 2023, thanks to its position as the preeminent supplier of AI chips. While a section of the market might be perplexed by the rise in Nvidia stock, its share price performance has been backed by solid financials.Nvidia forecast revenues of $24 billion at the midpoint for its fiscal Q1 2025, and Wall Street analysts expect its revenues to surpass $100 billion in this fiscal year and $130 billion in the next. To put that in perspective, the Jensen Huang-led company posted revenues of just under $11 billion in fiscal 2020.The company’s revenues have risen six-fold over the last four years, while the commensurate rise in profits has been even higher. In a market where most other credible growth stories – including Tesla (TSLA) – look tarnished in the short term, Nvidia brings to the table prospects of strong double-digit revenue growth with a long track record of execution.Will Nvidia Stock Ever Go Down?Those looking for Nvidia stock to go down meaningfully must have been disappointed, as the stock has continued to make newer highs almost every other day. Notably, despite having risen significantly from its 2022 lows, Nvidia’s valuation still looks far from stretched, based on some metrics. NVDA currently trades at a next 12-months (NTM) price-to-earnings multiple of 32.1x, and among its “Magnificent 7” peers, only Meta Platforms (META) and Apple trade at a lower multiple.Wall Street analysts also expect Nvidia’s rally to continue, and it has a consensus rating of “Strong Buy” from analysts. According to Reuters, at least 17 brokerages raised Nvidia’s target price after the company reported its fiscal Q1 earnings last week. UBS, however, was a notable exception, as the brokerage cut Nvidia’s target price from $850 to $800 on “some potential slowing in revenue growth.\"Could NVDA Become The World’s Largest Company?Nvidia’s new Street-high target price of $1,400 (via Rosenblatt Securities) implies its market cap rising to $3.5 trillion, which is higher than the current market cap of Microsoft – the reigning largest U.S. company. While you might have been ridiculed just a few years back for talking about the possibility of Nvidia becoming the world’s biggest company, it looks like a real possibility now. A cursory look at how the biggest U.S. companies have evolved would tell us that winners have changed over the years in line with their financial performance as well as shifting market sentiments. For instance, at the beginning of 2000, Microsoft was the biggest U.S. company - but soon lost that position to General Electric (GE). Between 2005 and 2011, oil major ExxonMobil (XOM) was the biggest U.S. company, for the most part.Apple became the world’s most valuable company in 2011, and the iPhone maker has largely held on to that position since then, aside from a few brief incursions. However, Apple lost its $3 trillion market cap and status as the world’s largest company to Microsoft last month, and has failed to reclaim the top position as of yet.Incidentally, CEO Elon Musk believes that Tesla will someday become the world’s biggest company. While Musk is known for his flamboyant claims, including about Tesla’s roadmap to full autonomy, the fact remains that stock market winners have changed, and will continue to do so in the future.Damodaran Believes Nvidia Is Quite Overvalued Nvidia currently has momentum, and the market sentiments are even more positive after the fiscal Q4 earnings call last week.At the same time, a section of the market – which includes valuation guru Ashwath Damodaran – believes that the rise in Nvidia stock has gone too far. While the “dean of valuation” believes almost the entire “Magnificent 7” is overvalued, he singled out NVDA in particular.To be sure, the kind of multiples that Nvidia now trades at don't make the stock a good fit for value investors like Damodaran. However, for those chasing growth, I believe Nvidia is a long-term buy-and-hold story that has a chance to become the biggest company someday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276853915414752,"gmtCreate":1708617299783,"gmtModify":1708617304363,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"I think i will pass for nvdia... Still many hidden gem in market&nbsp;","listText":"I think i will pass for nvdia... Still many hidden gem in market&nbsp;","text":"I think i will pass for nvdia... Still many hidden gem in market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276853915414752","repostId":"2413260971","repostType":2,"repost":{"id":"2413260971","kind":"highlight","pubTimestamp":1708615599,"share":"https://ttm.financial/m/news/2413260971?lang=&edition=fundamental","pubTime":"2024-02-22 23:26","market":"us","language":"en","title":"What Bubble? Nvidia Profits Are Rising Even More Than Its Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2413260971","media":"Bloomberg","summary":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market tha","content":"<html><head></head><body><ul style=\"\"><li><p>New guidance set to push down stock’s price-to-earnings ratio</p></li><li><p>Seeing Nvidia as too expensive a ‘huge mistake’: Main Street</p></li></ul><p>Nvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.</p><p>All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.</p><p>“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”</p><p>Put another way, Nvidia’s earnings have been growing even faster than the stock.</p><p>Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/505e79ecf9938a1967e7f5b7a8a70722\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.</p><p>While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.</p><p>“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.</p><p>Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.</p><p>“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”</p><p>To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.</p><p>“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”</p><p>But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.</p><p>“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Bubble? Nvidia Profits Are Rising Even More Than Its Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Bubble? Nvidia Profits Are Rising Even More Than Its Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4581":"高盛持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4567":"ESG概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4529":"IDC概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413260971","content_text":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”Put another way, Nvidia’s earnings have been growing even faster than the stock.Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276763530989832,"gmtCreate":1708589075020,"gmtModify":1708589080100,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Nvdia is already expensive just for ai and vga card&nbsp;","listText":"Nvdia is already expensive just for ai and vga card&nbsp;","text":"Nvdia is already expensive just for ai and vga card","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276763530989832","repostId":"2413287659","repostType":2,"repost":{"id":"2413287659","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708587235,"share":"https://ttm.financial/m/news/2413287659?lang=&edition=fundamental","pubTime":"2024-02-22 15:33","market":"us","language":"en","title":"Nvidia's Sheer Dominance Can Be Summed up By This One Underrated Number","url":"https://stock-news.laohu8.com/highlight/detail?id=2413287659","media":"Dow Jones","summary":"One component of Nvidia's financials - its gross profit margin - tells its own story right now. Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company's dominance even more.Among the record-setting elements of Nvidia's  stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.Nvidia's gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC , which licenses chip designs but doesn't sell its own chips directly. Arm's gross margins were roughly 93% in the December quarter.Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia's margins if it has to spend more on components","content":"<html><head></head><body><p>Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company&#39;s dominance even more.</p><p>Among the record-setting elements of Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.</p><p>Nvidia&#39;s gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a>, which licenses chip designs but doesn&#39;t sell its own chips directly. Arm&#39;s gross margins were roughly 93% in the December quarter.</p><p>Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company&#39;s gross margin is lower. At the same time though, Nvidia&#39;s margins stand out among those elsewhere in the chip sector. Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported a gross profit margin of 46% while Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> reported a 40% margin in the fourth quarter, according to FactSet.</p><p>Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.</p><p>Leaving mix aside, however, Nvidia&#39;s margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia&#39;s chips really are complex - not just a motherboard with a graphics processor unit (GPU).</p><p>&#34;People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,&#34; Nvidia Chief Executive Jensen Huang said on the company&#39;s earnings call Wednesday. &#34;These are really complicated things we&#39;ve built. People call it an AI supercomputer for good reason.&#34;</p><p>The average cost of an H100 GPU is about $30,000.</p><p>Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had &#34;visibility&#34; into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.</p><p>In other words, even if Nvidia&#39;s margins come down a bit from here, they&#39;re still poised to sit above those from virtually every peer in the sector.</p><p>Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia&#39;s margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.</p><p>Wall Street had been nervous about the demand for Nvidia&#39;s products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia&#39;s prime positioning and help throw cold water on investors&#39; skepticism.</p><p>While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.</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>Nvidia's Sheer Dominance Can Be Summed up By This One Underrated Number</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\">\nNvidia's Sheer Dominance Can Be Summed up By This One Underrated Number\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-22 15:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company&#39;s dominance even more.</p><p>Among the record-setting elements of Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.</p><p>Nvidia&#39;s gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a>, which licenses chip designs but doesn&#39;t sell its own chips directly. Arm&#39;s gross margins were roughly 93% in the December quarter.</p><p>Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company&#39;s gross margin is lower. At the same time though, Nvidia&#39;s margins stand out among those elsewhere in the chip sector. Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported a gross profit margin of 46% while Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> reported a 40% margin in the fourth quarter, according to FactSet.</p><p>Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.</p><p>Leaving mix aside, however, Nvidia&#39;s margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia&#39;s chips really are complex - not just a motherboard with a graphics processor unit (GPU).</p><p>&#34;People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,&#34; Nvidia Chief Executive Jensen Huang said on the company&#39;s earnings call Wednesday. &#34;These are really complicated things we&#39;ve built. People call it an AI supercomputer for good reason.&#34;</p><p>The average cost of an H100 GPU is about $30,000.</p><p>Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had &#34;visibility&#34; into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.</p><p>In other words, even if Nvidia&#39;s margins come down a bit from here, they&#39;re still poised to sit above those from virtually every peer in the sector.</p><p>Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia&#39;s margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.</p><p>Wall Street had been nervous about the demand for Nvidia&#39;s products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia&#39;s prime positioning and help throw cold water on investors&#39; skepticism.</p><p>While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4575":"芯片概念","NVDA":"英伟达","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4020":"通信设备","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4529":"IDC概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413287659","content_text":"Following a quarter when Nvidia Corp. grew data-center revenue and earnings each by more than 400%, another number illustrates the company's dominance even more.Among the record-setting elements of Nvidia's $(NVDA)$ stunning fiscal fourth quarter was its 76% GAAP gross margin, which was up from 66% a year before. Nvidia forecasts that margin will remain around the same level for its ongoing quarter.Nvidia's gross margins appear to be the second highest in the semiconductor industry, behind only those of Arm Holdings PLC $(ARM)$, which licenses chip designs but doesn't sell its own chips directly. Arm's gross margins were roughly 93% in the December quarter.Unlike Arm, Nvidia incurs expenses for things like inventory and supply-chain distribution, which helps explain why the company's gross margin is lower. At the same time though, Nvidia's margins stand out among those elsewhere in the chip sector. Intel Corp. $(INTC)$ reported a gross profit margin of 46% while Advanced Micro Devices Inc. $(AMD)$ reported a 40% margin in the fourth quarter, according to FactSet.Admittedly, those companies have different business mixes. Intel and AMD make processor chips for PCs, among their other offerings, while Nvidia and AMD both have gaming-chip businesses. Plus, Intel manufactures its own semiconductors.Leaving mix aside, however, Nvidia's margins are so high in part because of the high prices the company is able to command for its products, due to their complex nature and their unstoppable demand. And Nvidia's chips really are complex - not just a motherboard with a graphics processor unit (GPU).\"People think that the Nvidia GPU is just a chip, but the Nvidia Hopper GPU has 35,000 parts. It weighs 70 pounds,\" Nvidia Chief Executive Jensen Huang said on the company's earnings call Wednesday. \"These are really complicated things we've built. People call it an AI supercomputer for good reason.\"The average cost of an H100 GPU is about $30,000.Nvidia did note that its margins for the latest quarter and the current one could represent a peak due to favorable component costs in the supply chain in the past few months. But Chief Financial Officer Colette Kress said Nvidia had \"visibility\" into a mid-70% gross margin for the balance of this fiscal year, which would take margins back to where they were before this latest high-water mark.In other words, even if Nvidia's margins come down a bit from here, they're still poised to sit above those from virtually every peer in the sector.Nvidia will also be ramping up its next-generation GPU product, called Blackwell, but it is also currently supply-constrained. That could pressure Nvidia's margins if it has to spend more on components that are in tight supply or if it cannot meet all the demand.Wall Street had been nervous about the demand for Nvidia's products and investors have been on the lookout for any signs that the boom is ending. The company talked up years of growth potential ahead, but the margin figures add an understated element to the story of Nvidia's prime positioning and help throw cold water on investors' skepticism.While Nvidia has had a near monopoly on the market for AI hardware so far, it will be facing more competition soon. Still, those record margins are clearly indicative that demand is continuing, and Nvidia should be able to command premium prices for its chips and accompanying systems due to the value they bring to customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947039609,"gmtCreate":1682328966403,"gmtModify":1682328970881,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Daq 14k sure huge rally, dji 35k if not still choopy market&nbsp;","listText":"Daq 14k sure huge rally, dji 35k if not still choopy market&nbsp;","text":"Daq 14k sure huge rally, dji 35k if not still choopy market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947039609","repostId":"2329368890","repostType":2,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941660103,"gmtCreate":1680193175602,"gmtModify":1680193179366,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"I need bigger volume in daily before all in","listText":"I need bigger volume in daily before all in","text":"I need bigger volume in daily before all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941660103","repostId":"1164007023","repostType":2,"repost":{"id":"1164007023","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1680191360,"share":"https://ttm.financial/m/news/1164007023?lang=&edition=fundamental","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1164007023","media":"Benzinga","summary":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% si","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></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>Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here</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\">\nNasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-30 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NVDA":"英伟达","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164007023","content_text":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.History suggests that Nasdaq 100's returns more than doubled during prior bull markets.The Nasdaq 100 index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.The tech-heavy index, which is perfectly replicated by the Invesco QQQ Trust ETF, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.The following stocks have been the primary drivers of the major technology stock index's ascent over the past months:NVIDIA Corp, up 85% year to date, bringing 2.8 percentage points to the index's overall performance.Apple Inc., up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq's overall performance.Microsoft Corporation, up 17% year to date, adding 2.2 percentage points to total performance.Meta Platforms, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq's total performance.Tesla, Inc., up 57% year to date, delivering 1.6 percentage points to the performance of the index.Nasdaq 100 Index's Return More Than Doubles During Bull MarketsThere have been four bull markets in the Nasdaq 100 index since 1990:From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943861479,"gmtCreate":1679357817491,"gmtModify":1679357821746,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Toxic news","listText":"Toxic news","text":"Toxic news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943861479","repostId":"2321866663","repostType":2,"repost":{"id":"2321866663","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679345699,"share":"https://ttm.financial/m/news/2321866663?lang=&edition=fundamental","pubTime":"2023-03-21 04:54","market":"us","language":"en","title":"US STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed","url":"https://stock-news.laohu8.com/highlight/detail?id=2321866663","media":"Reuters","summary":"U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolste","content":"<html><head></head><body><p>U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.</p><p>UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.</p><p>Also, major central banks moved on Sunday to bolster the flow of cash around the world.</p><p>The S&amp;P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.</p><p>The collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.</p><p>While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>All of the major S&amp;P 500 sectors ended higher, and the Cboe Volatility index - Wall Street&#39;s fear gauge - fell.</p><p>U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.</p><p>Regional bank <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a>    fell 47.1% following a downgrade by S&amp;P Global and a report of more fundraising that fueled fears about the bank&#39;s liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.</p><p>The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&amp;P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.</p><p>Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.</p><p>&#34;Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,&#34; Krosby said. &#34;It helps to halt the panic and fear.&#34;</p><p>Among other regional banks, <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> closed up 10.8% after the bank said deposit outflows had stabilized.</p><p>Investors are also focused on the Fed&#39;s decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.</p><p>Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME&#39;s FedWatch Tool.</p><p>Shares of Amazon.com fell 1.3% on the day following the company&#39;s plans to slash another 9,000 jobs.</p><p>Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.</p><p><img src=\"https://static.tigerbbs.com/1e89d81f730a0441397898e4174df579\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed</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\">\nUS STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-21 04:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.</p><p>UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.</p><p>Also, major central banks moved on Sunday to bolster the flow of cash around the world.</p><p>The S&amp;P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.</p><p>The collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.</p><p>While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>All of the major S&amp;P 500 sectors ended higher, and the Cboe Volatility index - Wall Street&#39;s fear gauge - fell.</p><p>U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.</p><p>Regional bank <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a>    fell 47.1% following a downgrade by S&amp;P Global and a report of more fundraising that fueled fears about the bank&#39;s liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.</p><p>The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&amp;P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.</p><p>Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.</p><p>&#34;Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,&#34; Krosby said. &#34;It helps to halt the panic and fear.&#34;</p><p>Among other regional banks, <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> closed up 10.8% after the bank said deposit outflows had stabilized.</p><p>Investors are also focused on the Fed&#39;s decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.</p><p>Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME&#39;s FedWatch Tool.</p><p>Shares of Amazon.com fell 1.3% on the day following the company&#39;s plans to slash another 9,000 jobs.</p><p>Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.</p><p><img src=\"https://static.tigerbbs.com/1e89d81f730a0441397898e4174df579\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","USB":"美国合众银行","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321866663","content_text":"U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.Also, major central banks moved on Sunday to bolster the flow of cash around the world.The S&P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.The collapse of Silicon Valley Bank and Signature Bank shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.All of the major S&P 500 sectors ended higher, and the Cboe Volatility index - Wall Street's fear gauge - fell.U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.Regional bank First Republic Bank    fell 47.1% following a downgrade by S&P Global and a report of more fundraising that fueled fears about the bank's liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.\"Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,\" Krosby said. \"It helps to halt the panic and fear.\"Among other regional banks, PacWest Bancorp closed up 10.8% after the bank said deposit outflows had stabilized.Investors are also focused on the Fed's decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME's FedWatch Tool.Shares of Amazon.com fell 1.3% on the day following the company's plans to slash another 9,000 jobs.Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.The S&P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949794280,"gmtCreate":1678878230941,"gmtModify":1678878234779,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Dcb now cb&nbsp;","listText":"Dcb now cb&nbsp;","text":"Dcb now cb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949794280","repostId":"1170735488","repostType":2,"repost":{"id":"1170735488","kind":"news","pubTimestamp":1678876569,"share":"https://ttm.financial/m/news/1170735488?lang=&edition=fundamental","pubTime":"2023-03-15 18:36","market":"us","language":"en","title":"US Stock Futures Dropped Over 1% While European Stocks Crashed Nearly 3% Amid Credit Suisse Turmoil","url":"https://stock-news.laohu8.com/highlight/detail?id=1170735488","media":"Bloomberg","summary":"Fresh turmoil at Credit Suisse Group AG roiled European bank shares and dented sentiment in the US f","content":"<html><head></head><body><p>Fresh turmoil at Credit Suisse Group AG roiled European bank shares and dented sentiment in the US futures market as investors remain on edge after last week’s regional-bank failures. Treasuries turned higher on haven demand.</p><p>Europe’s Stoxx 600 equity benchmark fell 2%, with a gauge of banks plunging more than 5%. Shares in Credit Suisse slumped for an eighth straight session after a top shareholder ruled out more assistance, while the cost of default insurance on the Swiss lender’s short-term debt approached distressed levels.</p><p>Contracts on the S&amp;P 500 and Nasdaq 100 fluctuated before turning lower as a rebound in regional banks petered out in premarket trading. The 10-year Treasury yield fell 12 basis points. A gauge of dollar strength gained after four days of declines.</p><p>Renewed jitters in the banking sector is complicating the task for policy makers still facing inflation pressures while having to ensure stability of the financial system. Swaps pricing is back to positioning for the Federal Reserve to lift rates by a quarter percentage point next week after the odds of an increase had slipped to nearly 50-50 on Monday. The European Central Bank is seen tightening by 50 basis points on Thursday.</p><p>“Central banks are likely to be more cautious as they monitor the tightening in credit conditions,” said Frederik Ducrozet, head of macroeconomic research at Pictet Wealth Management. “However, one major difference with previous banking crisis episodes is a more resilient macro backdrop including persistent inflationary pressures. This will make for a difficult trade-off between inflation and financial stability risks, with central banks trying to resist rate cuts for as long as possible.”</p><p>The two-year Treasury yield — the most sensitive to rate moves — has fluctuated wildly since dipping below 4% on Monday for the first time since September. Just a week ago, it stood above 5% after Fed Chair Jerome Powell signaled higher rates for longer.</p><p>Stocks have been on a similar roller-coaster ride. Futures indicated Tuesday’s 1.7% surge wouldn’t extend as investors continued to be on edge over turmoil in the banking sector. Stocks plunged 4.6% last week, the worst since September. Data on producer prices, manufacturing and retail sales later today may provide further clues on the outlook for policy.</p><p>Remarks from ratings companies on the financial sector underscored that sentiment is likely to remain fragile after the biggest American bank failures since the financial crisis.</p><p>Moody’s Investors Service cut its outlook on the sector on the heels of the trio of banking collapses over the past few days. First Republic Bank triggered a volatility halt after S&amp;P Global Ratings placed the company on watch negative.</p><p>Traders were also digesting a slew of economic data from China, where retail sales rose as much as estimated while factory output was fractionally lower than projected. The People’s Bank of China added more liquidity than expected while holding a key lending rate unchanged. Rising housing sales provided one clearly positive signal, reflected in a rally in mainland property index.</p><p>Elsewhere in markets, oil was little changed close to a three-month low as traders took stock of the outlook for demand.</p><p>Key events this week:</p><ul><li>US business inventories, retail sales, PPI, empire manufacturing, Wednesday</li><li>Eurozone rate decision, Thursday</li><li>US housing starts, initial jobless claims, Thursday</li><li>Janet Yellen appears before the Senate Finance Committee, Thursday</li><li>US University of Michigan consumer sentiment, industrial production, Conference Board leading index, Friday</li></ul><p>Some of the main moves in markets:</p><p>Stocks</p><ul><li>S&amp;P 500 futures fell 1.2% as of 6:25 a.m. New York time</li><li>Nasdaq 100 futures fell 1%</li><li>Futures on the Dow Jones Industrial Average fell 1.2%</li><li>The Stoxx Europe 600 fell 2.1%</li><li>The MSCI World index fell 0.3%</li></ul><p>Currencies</p><ul><li>The Bloomberg Dollar Spot Index rose 0.4%</li><li>The euro fell 0.6% to $1.0673</li><li>The British pound fell 0.4% to $1.2109</li><li>The Japanese yen rose 0.3% to 133.88 per dollar</li></ul><p>Cryptocurrencies</p><ul><li>Bitcoin was little changed at $24,649.12</li><li>Ether fell 0.7% to $1,693.55</li></ul><p>Bonds</p><ul><li>The yield on 10-year Treasuries declined 13 basis points to 3.56%</li><li>Germany’s 10-year yield declined 11 basis points to 2.31%</li><li>Britain’s 10-year yield declined six basis points to 3.43%</li></ul><p>Commodities</p><ul><li>West Texas Intermediate crude was little changed</li><li>Gold futures were little changed</li></ul><p>Volatility</p><ul><li>VIX surged 10.87% to 26.31</li></ul><ul><li>VIXmain rose 6.96% to 25.35</li></ul></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stock Futures Dropped Over 1% While European Stocks Crashed Nearly 3% Amid Credit Suisse Turmoil</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\">\nUS Stock Futures Dropped Over 1% While European Stocks Crashed Nearly 3% Amid Credit Suisse Turmoil\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 18:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-14/stock-market-today-dow-s-p-live-updates?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fresh turmoil at Credit Suisse Group AG roiled European bank shares and dented sentiment in the US futures market as investors remain on edge after last week’s regional-bank failures. Treasuries ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-14/stock-market-today-dow-s-p-live-updates?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-14/stock-market-today-dow-s-p-live-updates?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170735488","content_text":"Fresh turmoil at Credit Suisse Group AG roiled European bank shares and dented sentiment in the US futures market as investors remain on edge after last week’s regional-bank failures. Treasuries turned higher on haven demand.Europe’s Stoxx 600 equity benchmark fell 2%, with a gauge of banks plunging more than 5%. Shares in Credit Suisse slumped for an eighth straight session after a top shareholder ruled out more assistance, while the cost of default insurance on the Swiss lender’s short-term debt approached distressed levels.Contracts on the S&P 500 and Nasdaq 100 fluctuated before turning lower as a rebound in regional banks petered out in premarket trading. The 10-year Treasury yield fell 12 basis points. A gauge of dollar strength gained after four days of declines.Renewed jitters in the banking sector is complicating the task for policy makers still facing inflation pressures while having to ensure stability of the financial system. Swaps pricing is back to positioning for the Federal Reserve to lift rates by a quarter percentage point next week after the odds of an increase had slipped to nearly 50-50 on Monday. The European Central Bank is seen tightening by 50 basis points on Thursday.“Central banks are likely to be more cautious as they monitor the tightening in credit conditions,” said Frederik Ducrozet, head of macroeconomic research at Pictet Wealth Management. “However, one major difference with previous banking crisis episodes is a more resilient macro backdrop including persistent inflationary pressures. This will make for a difficult trade-off between inflation and financial stability risks, with central banks trying to resist rate cuts for as long as possible.”The two-year Treasury yield — the most sensitive to rate moves — has fluctuated wildly since dipping below 4% on Monday for the first time since September. Just a week ago, it stood above 5% after Fed Chair Jerome Powell signaled higher rates for longer.Stocks have been on a similar roller-coaster ride. Futures indicated Tuesday’s 1.7% surge wouldn’t extend as investors continued to be on edge over turmoil in the banking sector. Stocks plunged 4.6% last week, the worst since September. Data on producer prices, manufacturing and retail sales later today may provide further clues on the outlook for policy.Remarks from ratings companies on the financial sector underscored that sentiment is likely to remain fragile after the biggest American bank failures since the financial crisis.Moody’s Investors Service cut its outlook on the sector on the heels of the trio of banking collapses over the past few days. First Republic Bank triggered a volatility halt after S&P Global Ratings placed the company on watch negative.Traders were also digesting a slew of economic data from China, where retail sales rose as much as estimated while factory output was fractionally lower than projected. The People’s Bank of China added more liquidity than expected while holding a key lending rate unchanged. Rising housing sales provided one clearly positive signal, reflected in a rally in mainland property index.Elsewhere in markets, oil was little changed close to a three-month low as traders took stock of the outlook for demand.Key events this week:US business inventories, retail sales, PPI, empire manufacturing, WednesdayEurozone rate decision, ThursdayUS housing starts, initial jobless claims, ThursdayJanet Yellen appears before the Senate Finance Committee, ThursdayUS University of Michigan consumer sentiment, industrial production, Conference Board leading index, FridaySome of the main moves in markets:StocksS&P 500 futures fell 1.2% as of 6:25 a.m. New York timeNasdaq 100 futures fell 1%Futures on the Dow Jones Industrial Average fell 1.2%The Stoxx Europe 600 fell 2.1%The MSCI World index fell 0.3%CurrenciesThe Bloomberg Dollar Spot Index rose 0.4%The euro fell 0.6% to $1.0673The British pound fell 0.4% to $1.2109The Japanese yen rose 0.3% to 133.88 per dollarCryptocurrenciesBitcoin was little changed at $24,649.12Ether fell 0.7% to $1,693.55BondsThe yield on 10-year Treasuries declined 13 basis points to 3.56%Germany’s 10-year yield declined 11 basis points to 2.31%Britain’s 10-year yield declined six basis points to 3.43%CommoditiesWest Texas Intermediate crude was little changedGold futures were little changedVolatilityVIX surged 10.87% to 26.31VIXmain rose 6.96% to 25.35","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949025161,"gmtCreate":1678251455753,"gmtModify":1678251459866,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Told ya ritel vs fed = ritel dead&nbsp;","listText":"Told ya ritel vs fed = ritel dead&nbsp;","text":"Told ya ritel vs fed = ritel dead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949025161","repostId":"2317410170","repostType":2,"repost":{"id":"2317410170","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678244750,"share":"https://ttm.financial/m/news/2317410170?lang=&edition=fundamental","pubTime":"2023-03-08 11:05","market":"us","language":"en","title":"What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt","url":"https://stock-news.laohu8.com/highlight/detail?id=2317410170","media":"Dow Jones","summary":"Dow slumps 500 points as 2-year-yield tops 5%, dollar soarsJerome Powell NICHOLAS KAMM/AGENCE FRANCE","content":"<html><head></head><body><p>Dow slumps 500 points as 2-year-yield tops 5%, dollar soars</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688e7c6aa5dcec787eb241c36bf897ed\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>U.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.</p><p>&#34;Jay Powell pulled no punches when it came to the Fed&#39;s first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,&#34; said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.</p><p>The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.</p><p>The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That&#39;s up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.</p><p>The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.</p><p>Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&amp;P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.</p><p><img src=\"https://static.tigerbbs.com/70ca7bfd778c6fe0ead54ce9cb08feb6\" tg-width=\"955\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,&#34; Powell said, in his prepared testimony before the Senate Banking Committee.</p><p>Later, in the question-and-answer session with lawmakers, Powell noted that policy makers &#34;have two or three more very important data releases to analyze before the time of the FOMC meeting,&#34; referring to the policy-setting Federal Open Market Committee.</p><p>Analysts said Powell left little room for interpretation.</p><p>&#34;To summarize his speech in one sentence: a 50 basis point hike in March is on the table,&#34; said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.</p><p>While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning&#39;s comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.</p><p>When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.</p><p>&#34;The seemingly unwavering strength of the job market, we believe, has heightened the Fed&#39;s fears of inflation embedding into the economy,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. &#34;As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,&#34;</p><p>&#34;The Fed&#39;s insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,&#34; he said. Though the relative financial strength of consumers and businesses means a downturn will likely be &#34;shallow, short and uneven.&#34;</p><p>In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.</p><p>A half percentage point interest rate hike isn&#39;t written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.</p><p>The decision &#34;is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we&#39;re forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,&#34; he wrote.</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>What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-08 11:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dow slumps 500 points as 2-year-yield tops 5%, dollar soars</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688e7c6aa5dcec787eb241c36bf897ed\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>U.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.</p><p>&#34;Jay Powell pulled no punches when it came to the Fed&#39;s first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,&#34; said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.</p><p>The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.</p><p>The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That&#39;s up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.</p><p>The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.</p><p>Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&amp;P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.</p><p><img src=\"https://static.tigerbbs.com/70ca7bfd778c6fe0ead54ce9cb08feb6\" tg-width=\"955\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,&#34; Powell said, in his prepared testimony before the Senate Banking Committee.</p><p>Later, in the question-and-answer session with lawmakers, Powell noted that policy makers &#34;have two or three more very important data releases to analyze before the time of the FOMC meeting,&#34; referring to the policy-setting Federal Open Market Committee.</p><p>Analysts said Powell left little room for interpretation.</p><p>&#34;To summarize his speech in one sentence: a 50 basis point hike in March is on the table,&#34; said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.</p><p>While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning&#39;s comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.</p><p>When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.</p><p>&#34;The seemingly unwavering strength of the job market, we believe, has heightened the Fed&#39;s fears of inflation embedding into the economy,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. &#34;As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,&#34;</p><p>&#34;The Fed&#39;s insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,&#34; he said. Though the relative financial strength of consumers and businesses means a downturn will likely be &#34;shallow, short and uneven.&#34;</p><p>In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.</p><p>A half percentage point interest rate hike isn&#39;t written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.</p><p>The decision &#34;is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we&#39;re forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,&#34; he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317410170","content_text":"Dow slumps 500 points as 2-year-yield tops 5%, dollar soarsJerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGESU.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.\"Jay Powell pulled no punches when it came to the Fed's first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,\" said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That's up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.\"If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,\" Powell said, in his prepared testimony before the Senate Banking Committee.Later, in the question-and-answer session with lawmakers, Powell noted that policy makers \"have two or three more very important data releases to analyze before the time of the FOMC meeting,\" referring to the policy-setting Federal Open Market Committee.Analysts said Powell left little room for interpretation.\"To summarize his speech in one sentence: a 50 basis point hike in March is on the table,\" said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning's comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.\"The seemingly unwavering strength of the job market, we believe, has heightened the Fed's fears of inflation embedding into the economy,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. \"As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,\"\"The Fed's insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,\" he said. Though the relative financial strength of consumers and businesses means a downturn will likely be \"shallow, short and uneven.\"In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.A half percentage point interest rate hike isn't written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.The decision \"is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we're forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,\" he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940212572,"gmtCreate":1677944209397,"gmtModify":1677985576856,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Ritel vs the fed = fed always win&nbsp;","listText":"Ritel vs the fed = fed always win&nbsp;","text":"Ritel vs the fed = fed always win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940212572","repostId":"1188147335","repostType":2,"repost":{"id":"1188147335","kind":"news","pubTimestamp":1677896169,"share":"https://ttm.financial/m/news/1188147335?lang=&edition=fundamental","pubTime":"2023-03-04 10:16","market":"us","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</p></body></html>","source":"seekingalpha_fund","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>Why The Market Could Drop By Another 20%-25%</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\">\nWhy The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">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":"道琼斯"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940609377,"gmtCreate":1677844493199,"gmtModify":1677844496857,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Bull trap","listText":"Bull trap","text":"Bull trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940609377","repostId":"1142714406","repostType":2,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957290377,"gmtCreate":1677252713800,"gmtModify":1677252717457,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Rally ends quickly ya knn","listText":"Rally ends quickly ya knn","text":"Rally ends quickly ya knn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957290377","repostId":"1119061509","repostType":2,"repost":{"id":"1119061509","kind":"news","pubTimestamp":1677245547,"share":"https://ttm.financial/m/news/1119061509?lang=&edition=fundamental","pubTime":"2023-02-24 21:32","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1119061509","media":"Bloomberg","summary":"The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer sp","content":"<html><head></head><body><p>The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest rates.</p><p>The personal consumption expenditures price index increased 0.6% from a month earlier, the most since June, Commerce Department data showed Friday. Excluding food and energy, the core PCE price index also climbed 0.6%.</p><p>Personal spending, after adjusting for changes in prices, jumped 1.1%, the largest advance since March 2021 following weakness at the end of last year. The increase reflected a pickup in outlays for goods and services, including motor vehicles as well as food services and accommodation.</p><p><img src=\"https://static.tigerbbs.com/d5e93bfdf544e5f48656c5477f47a3b0\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>The median estimates in a Bloomberg survey of economists were for a 0.5% in the PCE price index and a 0.4% gain in the core. Real personal spending was projected to rise 1.1%.</p><p>Treasury yields rose and the S&amp;P 500 index futures extended losses on the day and the dollar jumped. Swaps traders now price in that the Fed will lift its policy rate 25 basis points at its next three meetings. Expectations on the terminal fed funds rate edged higher to about 5.4% by July, from around 5.38% earlier in the day.</p><p>From a year earlier, the PCE price index was up 5.4% in January, an acceleration from December. The core metric was up 4.7%, also faster than the previous month.</p><h2>Labor Market</h2><p>The latest figures underscore the risks of persistently high inflation. Much of the easing that was celebrated at the end of last year has largely been erased after revisions and the acceleration in January. Furthermore, resilient consumer spending paired with the exceptional strength of the labor market will make it more difficult for the Fed to get inflation to its 2% goal.</p><p>With the unemployment rate at its lowest level in more than 53 years, intense competition for a limited supply of workers has kept upward pressure on pay growth. Higher wages paired with excess savings have underpinned consumers and allowed them to keep spending for a variety of goods and services despite those rapid price increases.</p><p>Fed officials, particularly Chair Jerome Powell, have emphasized the importance of price growth in so-called core services ex-housing for the inflation outlook. This category, which is thought to be largely wage dependent, includes everything from health care to haircuts.</p><p>Services inflation excluding housing and energy services increased 0.6% in January, according to Bloomberg calculations.</p><p>Together, the data suggest central bankers will have to raise rates higher than they expected even just a few weeks ago.</p><h2>Incomes Jump</h2><p>Incomes rose 0.6% at the start of the year, bolstered by an accelleration in wage growth. The annual cost-of-living adjustment for Social Security and Supplemental Security Income, which was the biggest increase in decades, offset the expiration of the extended child tax credit as well as a decline one-time payments made by states.</p><p>Inflation-adjusted disposable income surged 1.4% in January, the biggest advance since March 2021 when the government distributed another round of stimulus payments. Wages and salaries, unadjusted for prices, increased 0.9%, more than double the prior’s month gain and the most since July.</p><p>The saving rate increased to 4.7%, the highest in a year, from 4.5%.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes</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\">\nFed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119061509","content_text":"The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest rates.The personal consumption expenditures price index increased 0.6% from a month earlier, the most since June, Commerce Department data showed Friday. Excluding food and energy, the core PCE price index also climbed 0.6%.Personal spending, after adjusting for changes in prices, jumped 1.1%, the largest advance since March 2021 following weakness at the end of last year. The increase reflected a pickup in outlays for goods and services, including motor vehicles as well as food services and accommodation.The median estimates in a Bloomberg survey of economists were for a 0.5% in the PCE price index and a 0.4% gain in the core. Real personal spending was projected to rise 1.1%.Treasury yields rose and the S&P 500 index futures extended losses on the day and the dollar jumped. Swaps traders now price in that the Fed will lift its policy rate 25 basis points at its next three meetings. Expectations on the terminal fed funds rate edged higher to about 5.4% by July, from around 5.38% earlier in the day.From a year earlier, the PCE price index was up 5.4% in January, an acceleration from December. The core metric was up 4.7%, also faster than the previous month.Labor MarketThe latest figures underscore the risks of persistently high inflation. Much of the easing that was celebrated at the end of last year has largely been erased after revisions and the acceleration in January. Furthermore, resilient consumer spending paired with the exceptional strength of the labor market will make it more difficult for the Fed to get inflation to its 2% goal.With the unemployment rate at its lowest level in more than 53 years, intense competition for a limited supply of workers has kept upward pressure on pay growth. Higher wages paired with excess savings have underpinned consumers and allowed them to keep spending for a variety of goods and services despite those rapid price increases.Fed officials, particularly Chair Jerome Powell, have emphasized the importance of price growth in so-called core services ex-housing for the inflation outlook. This category, which is thought to be largely wage dependent, includes everything from health care to haircuts.Services inflation excluding housing and energy services increased 0.6% in January, according to Bloomberg calculations.Together, the data suggest central bankers will have to raise rates higher than they expected even just a few weeks ago.Incomes JumpIncomes rose 0.6% at the start of the year, bolstered by an accelleration in wage growth. The annual cost-of-living adjustment for Social Security and Supplemental Security Income, which was the biggest increase in decades, offset the expiration of the extended child tax credit as well as a decline one-time payments made by states.Inflation-adjusted disposable income surged 1.4% in January, the biggest advance since March 2021 when the government distributed another round of stimulus payments. Wages and salaries, unadjusted for prices, increased 0.9%, more than double the prior’s month gain and the most since July.The saving rate increased to 4.7%, the highest in a year, from 4.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954223473,"gmtCreate":1676420437392,"gmtModify":1676420441117,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Nice have low 3.6 avg","listText":"Nice have low 3.6 avg","text":"Nice have low 3.6 avg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954223473","repostId":"2311119271","repostType":2,"repost":{"id":"2311119271","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676418193,"share":"https://ttm.financial/m/news/2311119271?lang=&edition=fundamental","pubTime":"2023-02-15 07:43","market":"us","language":"en","title":"Buffett-Backed Nubank's Quarterly Profit Surges Amid Robust Customer Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2311119271","media":"Reuters","summary":"(Reuters) - Nu Holdings Ltd reported a surge in fourth-quarter gross profit on Tuesday, as customers","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd</a> reported a surge in fourth-quarter gross profit on Tuesday, as customers flocked to the core lending products offered by the Warren Buffett-backed digital banking firm.</p><p>The Brazilian lender has so far been insulated from the downturn in the global banking industry as consumers in its key domestic Latin American market continue to gravitate towards Nubank&#39;s core offerings, such as credit cards and personal loans.</p><p>&#34;Despite the macroeconomic challenges of 2022, Nu was able to beat every key metric: maintained accelerated growth, gained share in products and markets,&#34; said founder and Chief Executive David Vélez in a statement.</p><p>Nubank added 4.2 million customers in the fourth quarter ended Dec. 31, and 20.7 million in 2022, closing the year with a total of 74.6 million customers globally.</p><p>Monthly average revenue per active customer (ARPAC) increased to $8.2, expanding 37% over the prior year on an FX neutral basis.</p><p>The digital lender&#39;s gross profit surged 137% to $578.3 million in the fourth quarter.</p><p>Still, Nubank, which listed in New York in a blockbuster market debut in late 2021, saw its shares lose more than half their value last year, amid turmoil in the markets and concerns around the stability of new-age financial firms when faced with harsh macroeconomic headwinds.</p><p>Nubank&#39;s total revenue for the fourth quarter was $1.45 billion and a record $4.8 billion for the full year.</p><p>On an adjusted basis, the bank reported net income of $133 million in the quarter ended Dec. 31.</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>Buffett-Backed Nubank's Quarterly Profit Surges Amid Robust Customer Demand</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\">\nBuffett-Backed Nubank's Quarterly Profit Surges Amid Robust Customer Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-15 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd</a> reported a surge in fourth-quarter gross profit on Tuesday, as customers flocked to the core lending products offered by the Warren Buffett-backed digital banking firm.</p><p>The Brazilian lender has so far been insulated from the downturn in the global banking industry as consumers in its key domestic Latin American market continue to gravitate towards Nubank&#39;s core offerings, such as credit cards and personal loans.</p><p>&#34;Despite the macroeconomic challenges of 2022, Nu was able to beat every key metric: maintained accelerated growth, gained share in products and markets,&#34; said founder and Chief Executive David Vélez in a statement.</p><p>Nubank added 4.2 million customers in the fourth quarter ended Dec. 31, and 20.7 million in 2022, closing the year with a total of 74.6 million customers globally.</p><p>Monthly average revenue per active customer (ARPAC) increased to $8.2, expanding 37% over the prior year on an FX neutral basis.</p><p>The digital lender&#39;s gross profit surged 137% to $578.3 million in the fourth quarter.</p><p>Still, Nubank, which listed in New York in a blockbuster market debut in late 2021, saw its shares lose more than half their value last year, amid turmoil in the markets and concerns around the stability of new-age financial firms when faced with harsh macroeconomic headwinds.</p><p>Nubank&#39;s total revenue for the fourth quarter was $1.45 billion and a record $4.8 billion for the full year.</p><p>On an adjusted basis, the bank reported net income of $133 million in the quarter ended Dec. 31.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","NU":"Nu Holdings Ltd."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311119271","content_text":"(Reuters) - Nu Holdings Ltd reported a surge in fourth-quarter gross profit on Tuesday, as customers flocked to the core lending products offered by the Warren Buffett-backed digital banking firm.The Brazilian lender has so far been insulated from the downturn in the global banking industry as consumers in its key domestic Latin American market continue to gravitate towards Nubank's core offerings, such as credit cards and personal loans.\"Despite the macroeconomic challenges of 2022, Nu was able to beat every key metric: maintained accelerated growth, gained share in products and markets,\" said founder and Chief Executive David Vélez in a statement.Nubank added 4.2 million customers in the fourth quarter ended Dec. 31, and 20.7 million in 2022, closing the year with a total of 74.6 million customers globally.Monthly average revenue per active customer (ARPAC) increased to $8.2, expanding 37% over the prior year on an FX neutral basis.The digital lender's gross profit surged 137% to $578.3 million in the fourth quarter.Still, Nubank, which listed in New York in a blockbuster market debut in late 2021, saw its shares lose more than half their value last year, amid turmoil in the markets and concerns around the stability of new-age financial firms when faced with harsh macroeconomic headwinds.Nubank's total revenue for the fourth quarter was $1.45 billion and a record $4.8 billion for the full year.On an adjusted basis, the bank reported net income of $133 million in the quarter ended Dec. 31.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956726380,"gmtCreate":1674216942641,"gmtModify":1676538931059,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Cloudy 2023 ? Or even another storm in economic&nbsp;","listText":"Cloudy 2023 ? Or even another storm in economic&nbsp;","text":"Cloudy 2023 ? Or even another storm in economic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956726380","repostId":"2304324623","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956483770,"gmtCreate":1674130995291,"gmtModify":1676538925617,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Less inflow, low volume&nbsp;","listText":"Less inflow, low volume&nbsp;","text":"Less inflow, low volume","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956483770","repostId":"1186857765","repostType":2,"repost":{"id":"1186857765","kind":"news","pubTimestamp":1674124650,"share":"https://ttm.financial/m/news/1186857765?lang=&edition=fundamental","pubTime":"2023-01-19 18:37","market":"us","language":"en","title":"U.S. Stock Futures Slide on Recession Worries: Markets Wrap","url":"https://stock-news.laohu8.com/highlight/detail?id=1186857765","media":"Bloomberg","summary":"Treasuries rallied and equities declined as growing signs of a global economic slowdown raised inves","content":"<html><head></head><body><p>Treasuries rallied and equities declined as growing signs of a global economic slowdown raised investor concern that the start-of-the-year rally in risk assets may have gone too far.</p><p>Contracts on the S&amp;P 500 Index dropped 0.4% after the benchmark slumped the most in a month Wednesday amid weaker-than-expected economic data. Nasdaq 100 futures also lost 0.4%. Europe’s Stoxx 600 gauge halted a six-day rally. The 10-year Treasury yield declined to the lowest level since September. A selloff spread across global markets, from Japanese shares to oil contracts.</p><p>In New York premarket trading, Freeport McMoRan Inc. fell as copper resumed its losses. Philip Morris International Inc. rose after Jefferies LLC upgraded its view of the stock.</p><p>A rally driven by optimism over China’s economic reopening is beginning to fizzle as data releases signal a decisive slowdown in the rest of the world. Reports from the US showed declines in consumer demand and business investment, boosting the probability of a recession in the world’s largest economy. That, however, didn’t deter Federal Reserve officials from reaffirming the need for tighter monetary policy.</p><p>“This weakness in equity markets will continue a bit longer in this first quarter of the year as the market reprices what the Fed will do,” Sailesh Jha, the chief economist and head of market research for RHB Banking Group, said in an interview with Bloomberg Television.</p><p><img src=\"https://static.tigerbbs.com/6d1a3b18e75a90421b112ceeb1ba0cfb\" tg-width=\"620\" tg-height=\"348\" width=\"100%\" height=\"auto\"/>Europe’s equity benchmark snapped the longest streak of gains since November 2021, dragged by energy and mining stocks. Australian bonds rose after the nation’s employment levels unexpectedly fell in December. New Zealand’s dollar fell 0.7% amid news Prime Minister Jacinda Ardern will step down next month.</p><p>Treasuries advanced across the curve, with the two-year yield shedding 2 basis points, while the 10-year rate fell 1 basis point. The dollar traded lower, with the Japanese yen contributing most to its losses.</p><p>In the US, Wednesday’s releases showed producer prices and retail sales fell, while business equipment production slumped. A decline in factory output wrapped up the weakest quarter for manufacturing since the onset of the pandemic. Even after such a string of poor data, Fed officials repeated calls for more interest-rate hikes.</p><p>St. Louis Fed President James Bullard said policy was not yet in restrictive territory and projected a forecast rate of up to 5.5% by the end of the year in the Fed’s dot plot projections. is “almost” in restrictive territory but not quite. Cleveland Fed President Loretta Mester said the Fed needs “keep going” and Philadelphia Fed chief Patrick Harker repeated his view of lifting interest rates in quarter-point increments “going forward.”</p><p>Copper fell 1.2% in London trading. Freeport McMoRan slid 2.8% in early New York trading. Philip Morris rose 1.2% after Jefferies upgraded the stock to buy, citing the outlook for reduced-risk products in the tobacco industry.</p><p>Oil fell for a second day as traders had to contend with US recession worries as well as another build in inventories. West Texas Intermediate dropped below $79 a barrel after declining almost 1% on Wednesday.</p><p>Key events this week:</p><ul><li>US housing starts, initial jobless claims, Philadelphia Fed index, Thursday</li><li>ECB account of its December policy meeting and President Christine Lagarde on a panel in Davos, Thursday</li><li>Fed speakers include Susan Collins and John Williams, Thursday</li><li>Japan CPI, Friday</li><li>China loan prime rates, Friday</li><li>US existing home sales, Friday</li><li>IMF’s Kristalina Georgieva and ECB’s Lagarde speak in Davos, Friday</li></ul><p>Here are some of the main market moves:</p><p>Stocks</p><ul><li>The Stoxx Europe 600 fell 0.9% as of 10:19 a.m. London time</li><li>S&amp;P 500 futures fell 0.4%</li><li>Nasdaq 100 futures fell 0.4%</li><li>Futures on the Dow Jones Industrial Average fell 0.4%</li><li>The MSCI Asia Pacific Index fell 0.6%</li><li>The MSCI Emerging Markets Index fell 0.3%</li></ul><p>Currencies</p><ul><li>The Bloomberg Dollar Spot Index was little changed</li><li>The euro rose 0.3% to $1.0823</li><li>The Japanese yen rose 0.4% to 128.42 per dollar</li><li>The offshore yuan fell 0.3% to 6.7886 per dollar</li><li>The British pound fell 0.2% to $1.2329</li></ul><p>Cryptocurrencies</p><ul><li>Bitcoin was little changed at $20,784.16</li><li>Ether was little changed at $1,527.28</li></ul><p>Bonds</p><ul><li>The yield on 10-year Treasuries declined one basis point to 3.36%</li><li>Germany’s 10-year yield was little changed at 2.02%</li><li>Britain’s 10-year yield declined four basis points to 3.27%</li></ul><p>Commodities</p><ul><li>Brent crude fell 0.9% to $84.24 a barrel</li><li>Spot gold rose 0.2% to $1,908.60 an ounce</li></ul></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nU.S. Stock Futures Slide on Recession Worries: Markets Wrap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 18:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-18/asia-stocks-to-drop-on-deepening-growth-concerns-markets-wrap?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Treasuries rallied and equities declined as growing signs of a global economic slowdown raised investor concern that the start-of-the-year rally in risk assets may have gone too far.Contracts on the S...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-18/asia-stocks-to-drop-on-deepening-growth-concerns-markets-wrap?srnd=markets-vp\">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.bloomberg.com/news/articles/2023-01-18/asia-stocks-to-drop-on-deepening-growth-concerns-markets-wrap?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186857765","content_text":"Treasuries rallied and equities declined as growing signs of a global economic slowdown raised investor concern that the start-of-the-year rally in risk assets may have gone too far.Contracts on the S&P 500 Index dropped 0.4% after the benchmark slumped the most in a month Wednesday amid weaker-than-expected economic data. Nasdaq 100 futures also lost 0.4%. Europe’s Stoxx 600 gauge halted a six-day rally. The 10-year Treasury yield declined to the lowest level since September. A selloff spread across global markets, from Japanese shares to oil contracts.In New York premarket trading, Freeport McMoRan Inc. fell as copper resumed its losses. Philip Morris International Inc. rose after Jefferies LLC upgraded its view of the stock.A rally driven by optimism over China’s economic reopening is beginning to fizzle as data releases signal a decisive slowdown in the rest of the world. Reports from the US showed declines in consumer demand and business investment, boosting the probability of a recession in the world’s largest economy. That, however, didn’t deter Federal Reserve officials from reaffirming the need for tighter monetary policy.“This weakness in equity markets will continue a bit longer in this first quarter of the year as the market reprices what the Fed will do,” Sailesh Jha, the chief economist and head of market research for RHB Banking Group, said in an interview with Bloomberg Television.Europe’s equity benchmark snapped the longest streak of gains since November 2021, dragged by energy and mining stocks. Australian bonds rose after the nation’s employment levels unexpectedly fell in December. New Zealand’s dollar fell 0.7% amid news Prime Minister Jacinda Ardern will step down next month.Treasuries advanced across the curve, with the two-year yield shedding 2 basis points, while the 10-year rate fell 1 basis point. The dollar traded lower, with the Japanese yen contributing most to its losses.In the US, Wednesday’s releases showed producer prices and retail sales fell, while business equipment production slumped. A decline in factory output wrapped up the weakest quarter for manufacturing since the onset of the pandemic. Even after such a string of poor data, Fed officials repeated calls for more interest-rate hikes.St. Louis Fed President James Bullard said policy was not yet in restrictive territory and projected a forecast rate of up to 5.5% by the end of the year in the Fed’s dot plot projections. is “almost” in restrictive territory but not quite. Cleveland Fed President Loretta Mester said the Fed needs “keep going” and Philadelphia Fed chief Patrick Harker repeated his view of lifting interest rates in quarter-point increments “going forward.”Copper fell 1.2% in London trading. Freeport McMoRan slid 2.8% in early New York trading. Philip Morris rose 1.2% after Jefferies upgraded the stock to buy, citing the outlook for reduced-risk products in the tobacco industry.Oil fell for a second day as traders had to contend with US recession worries as well as another build in inventories. West Texas Intermediate dropped below $79 a barrel after declining almost 1% on Wednesday.Key events this week:US housing starts, initial jobless claims, Philadelphia Fed index, ThursdayECB account of its December policy meeting and President Christine Lagarde on a panel in Davos, ThursdayFed speakers include Susan Collins and John Williams, ThursdayJapan CPI, FridayChina loan prime rates, FridayUS existing home sales, FridayIMF’s Kristalina Georgieva and ECB’s Lagarde speak in Davos, FridayHere are some of the main market moves:StocksThe Stoxx Europe 600 fell 0.9% as of 10:19 a.m. London timeS&P 500 futures fell 0.4%Nasdaq 100 futures fell 0.4%Futures on the Dow Jones Industrial Average fell 0.4%The MSCI Asia Pacific Index fell 0.6%The MSCI Emerging Markets Index fell 0.3%CurrenciesThe Bloomberg Dollar Spot Index was little changedThe euro rose 0.3% to $1.0823The Japanese yen rose 0.4% to 128.42 per dollarThe offshore yuan fell 0.3% to 6.7886 per dollarThe British pound fell 0.2% to $1.2329CryptocurrenciesBitcoin was little changed at $20,784.16Ether was little changed at $1,527.28BondsThe yield on 10-year Treasuries declined one basis point to 3.36%Germany’s 10-year yield was little changed at 2.02%Britain’s 10-year yield declined four basis points to 3.27%CommoditiesBrent crude fell 0.9% to $84.24 a barrelSpot gold rose 0.2% to $1,908.60 an ounce","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956483509,"gmtCreate":1674130581702,"gmtModify":1676538925608,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Time for wat cut loss?&nbsp;","listText":"Time for wat cut loss?&nbsp;","text":"Time for wat cut loss?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956483509","repostId":"2304698771","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951544987,"gmtCreate":1673530370549,"gmtModify":1676538851628,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Suddenly all my ts got hit&nbsp;","listText":"Suddenly all my ts got hit&nbsp;","text":"Suddenly all my ts got hit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951544987","repostId":"1123254057","repostType":2,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951068458,"gmtCreate":1673359621374,"gmtModify":1676538823782,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"So rally or not","listText":"So rally or not","text":"So rally or not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951068458","repostId":"1150400563","repostType":2,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950729677,"gmtCreate":1672840957499,"gmtModify":1676538745719,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Its challange if ritel fight the fed liao","listText":"Its challange if ritel fight the fed liao","text":"Its challange if ritel fight the fed liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950729677","repostId":"1155245690","repostType":2,"repost":{"id":"1155245690","kind":"news","pubTimestamp":1672839060,"share":"https://ttm.financial/m/news/1155245690?lang=&edition=fundamental","pubTime":"2023-01-04 21:31","market":"us","language":"en","title":"Fed Meeting Minutes May Point to Rate-Hike Endgame, New Debate Phase","url":"https://stock-news.laohu8.com/highlight/detail?id=1155245690","media":"Reuters","summary":"The Federal Reserve ended 2022 with a firm promise at its December policy meeting that interest rate","content":"<html><head></head><body><p>The Federal Reserve ended 2022 with a firm promise at its December policy meeting that interest rates would continue rising this year, but at a slower pace and perhaps only by another three-quarters of a percentage point.</p><p>That session&#39;s readout, due to be released at 2 p.m. EST (1900 GMT) on Wednesday, may provide further insight into just how the endgame of the current tightening cycle will play out, and how deeply Fed officials are beginning to weigh risks to economic growth against their top-of-mind concern about inflation.</p><p>The overall tone of the minutes is still likely to show inflation has top billing among policymakers. It has been slowing for several months, but as of November the Fed&#39;s preferred inflation gauge - the personal consumption expenditures price index - was still rising at a 5.5% annual rate, more than twice the U.S. central bank&#39;s 2% target.</p><p>The minutes &#34;will lean against easing prematurely&#34; and keep the focus on the likelihood that rates will rise further and remain high, Derek Tang, economist at LH Meyer, wrote on Tuesday.</p><p>But the details of the document, with its descriptions of different points of view and the rough sizes of groups of policymakers offering them, could show the Fed&#39;s internal deliberations entering a new phase where risks to economic growth and employment are given more standing.</p><p>The projections of Fed officials released on Dec. 14 showed near unanimity about where interest rates are heading in 2023, with 15 of 19 policymakers expecting the target rate to rise by either three-quarters of a percentage point or a full percentage point in coming months, a narrow range that would see the current cycle end this spring with that rate around 5.25% or 5.5%.</p><p>But in 2024 the projections diverge dramatically, with one official seeing the policy rate continuing at 5.625%, one seeing it slashed to 3.125%, and no more than seven officials in agreement on any particular rate in an economy that still may be flirting with or muddling through a recession.</p><p>&#34;The FOMC seems united on getting policy above 5% but is quite split on exit strategy; how long to hold and how deeply and rapidly to ease on the other side,&#34; Tang wrote, referring to the central bank&#39;s policy-setting Federal Open Market Committee.</p><p>COGNIZANT OF RISKS</p><p>The minutes could help pin down how much sentiment there is to ease the pace of upcoming rate increases to a quarter of a percentage point as of the Jan. 31-Feb. 1 meeting. The Fed used three-quarters-of-a-percentage-point hikes for much of 2022, but trimmed that to a half-percentage-point increase in December and indicated it may slow the pace even further as it looks for a proper stopping point.</p><p>New economic data between now and then will shape that decision. Closely watched statistics on U.S. job openings will be released ahead of the minutes on Wednesday, followed on Friday by the monthly jobs report for December - both important benchmarks for Fed officials who hope the U.S. labor market will adjust to slower growth and higher interest rates with a limited loss of employment.</p><p>Consumer inflation data for December will be released next week.</p><p>Though Fed Chair Jerome Powell in December remained adamant the central bank will do what it takes to control inflation, he also said officials are cognizant of the risks of overdoing it - something Fed staff also have begun to emphasize.</p><p>In the minutes for the Nov. 1-2 meeting, Fed staff put roughly even odds on a recession in 2023, and new research late last month warned that with the world&#39;s major central banks raising rates simultaneously the combined impact may be greater than anticipated as policy in one country influences bond yields, currency values and trade patterns in another.</p><p>&#34;It is especially challenging to estimate spillovers, and there are concerns that policymakers may underestimate them. In such a case, there is a risk of overtightening that central banks need to be, and we believe are, cognizant of,&#34; Fed economists Dario Caldara, Francesco Ferrante, and Albert Queralto wrote.</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>Fed Meeting Minutes May Point to Rate-Hike Endgame, New Debate Phase</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\">\nFed Meeting Minutes May Point to Rate-Hike Endgame, New Debate Phase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 21:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-meeting-minutes-may-point-110825395.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve ended 2022 with a firm promise at its December policy meeting that interest rates would continue rising this year, but at a slower pace and perhaps only by another three-quarters ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-meeting-minutes-may-point-110825395.html\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/fed-meeting-minutes-may-point-110825395.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155245690","content_text":"The Federal Reserve ended 2022 with a firm promise at its December policy meeting that interest rates would continue rising this year, but at a slower pace and perhaps only by another three-quarters of a percentage point.That session's readout, due to be released at 2 p.m. EST (1900 GMT) on Wednesday, may provide further insight into just how the endgame of the current tightening cycle will play out, and how deeply Fed officials are beginning to weigh risks to economic growth against their top-of-mind concern about inflation.The overall tone of the minutes is still likely to show inflation has top billing among policymakers. It has been slowing for several months, but as of November the Fed's preferred inflation gauge - the personal consumption expenditures price index - was still rising at a 5.5% annual rate, more than twice the U.S. central bank's 2% target.The minutes \"will lean against easing prematurely\" and keep the focus on the likelihood that rates will rise further and remain high, Derek Tang, economist at LH Meyer, wrote on Tuesday.But the details of the document, with its descriptions of different points of view and the rough sizes of groups of policymakers offering them, could show the Fed's internal deliberations entering a new phase where risks to economic growth and employment are given more standing.The projections of Fed officials released on Dec. 14 showed near unanimity about where interest rates are heading in 2023, with 15 of 19 policymakers expecting the target rate to rise by either three-quarters of a percentage point or a full percentage point in coming months, a narrow range that would see the current cycle end this spring with that rate around 5.25% or 5.5%.But in 2024 the projections diverge dramatically, with one official seeing the policy rate continuing at 5.625%, one seeing it slashed to 3.125%, and no more than seven officials in agreement on any particular rate in an economy that still may be flirting with or muddling through a recession.\"The FOMC seems united on getting policy above 5% but is quite split on exit strategy; how long to hold and how deeply and rapidly to ease on the other side,\" Tang wrote, referring to the central bank's policy-setting Federal Open Market Committee.COGNIZANT OF RISKSThe minutes could help pin down how much sentiment there is to ease the pace of upcoming rate increases to a quarter of a percentage point as of the Jan. 31-Feb. 1 meeting. The Fed used three-quarters-of-a-percentage-point hikes for much of 2022, but trimmed that to a half-percentage-point increase in December and indicated it may slow the pace even further as it looks for a proper stopping point.New economic data between now and then will shape that decision. Closely watched statistics on U.S. job openings will be released ahead of the minutes on Wednesday, followed on Friday by the monthly jobs report for December - both important benchmarks for Fed officials who hope the U.S. labor market will adjust to slower growth and higher interest rates with a limited loss of employment.Consumer inflation data for December will be released next week.Though Fed Chair Jerome Powell in December remained adamant the central bank will do what it takes to control inflation, he also said officials are cognizant of the risks of overdoing it - something Fed staff also have begun to emphasize.In the minutes for the Nov. 1-2 meeting, Fed staff put roughly even odds on a recession in 2023, and new research late last month warned that with the world's major central banks raising rates simultaneously the combined impact may be greater than anticipated as policy in one country influences bond yields, currency values and trade patterns in another.\"It is especially challenging to estimate spillovers, and there are concerns that policymakers may underestimate them. In such a case, there is a risk of overtightening that central banks need to be, and we believe are, cognizant of,\" Fed economists Dario Caldara, Francesco Ferrante, and Albert Queralto wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927334478,"gmtCreate":1672394633694,"gmtModify":1676538684499,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Dcb&nbsp;","listText":"Dcb&nbsp;","text":"Dcb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927334478","repostId":"2295554929","repostType":2,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922574553,"gmtCreate":1671811207073,"gmtModify":1676538597894,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123975168941882","authorIdStr":"4123975168941882"},"themes":[],"htmlText":"Toxic news&nbsp;","listText":"Toxic news&nbsp;","text":"Toxic news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922574553","repostId":"2293589941","repostType":2,"repost":{"id":"2293589941","kind":"highlight","pubTimestamp":1671782569,"share":"https://ttm.financial/m/news/2293589941?lang=&edition=fundamental","pubTime":"2022-12-23 16:02","market":"us","language":"en","title":"4 Stocks That Can Turn $100,000 Into $500,000 by the Time You Retire","url":"https://stock-news.laohu8.com/highlight/detail?id=2293589941","media":"Motley Fool","summary":"It's always the right time to be planning for a better retirement.","content":"<html><head></head><body><p>Most investors won&#39;t build life-changing wealth from the stock market overnight, but when you&#39;re investing in wonderful stocks for many years at a time, you don&#39;t need to hit a one-time jackpot to build and sustain meaningful returns. Even if your retirement is a ways off, it&#39;s never too early to start planning for a better and stronger financial future.</p><p>Here are four different stocks, each on a unique growth trajectory, that have the potential to multiply a $100,000 investment by at least 5 times in the years ahead.</p><h2>1. Shopify</h2><p>The growth of the digital economy continues to pave the way for the future, and the buying and selling of goods online remains a significant aspect of that journey. E-commerce spend will account for 31% of all retail transactions in the U.S. alone by 2026, compared to its current share of 23%, according to <b>Morgan Stanley</b>.</p><p>An estimated 20% of all e-commerce sites globally are built on <b>Shopify</b>&#39;s platform. Shopify has made it straightforward and accessible for anyone, anywhere to create an online business. With subscriptions to build and maintain a store starting at just $29 a month, the company continues to attract a wide range of entrepreneurs and enterprises looking to capitalize on the growth of the digital economy.</p><p>In the most recent quarter, the company delivered revenue growth of 22% to $1.4 billion, driven by subscription solutions and merchant solutions revenue growth of 12% and 26%, respectively, from the year-ago period. Since the time of the stock&#39;s initial public offering in 2015, the company has grown its revenue by well over 4,000% while delivering a total return of approximately 1,300% for investors.</p><p>The macro environment is impacting consumer spending right now, but the buying and selling of goods online isn&#39;t going anywhere. Shopify provides the full spectrum of services, web technologies, and integrations required to launch and support an online business, and the company&#39;s leading market share means its platform is ideally placed to benefit from both the near-term and long-term growth of the explosive e-commerce market.</p><p>It&#39;s certainly not a stretch of the imagination that Shopify could augment its current share price by 5 times or more over the next decade.</p><h2>2. Vertex Pharmaceuticals</h2><p>Healthcare stocks often possess a unique advantage during difficult economic backdrops, because the products and services these companies provide enjoy steady demand that&#39;s not subject to the cyclicality other industries face. In the case of <b>Vertex Pharmaceuticals</b> specifically, its focus on the rare disease drug market has enabled it to deliver astonishing growth and consistent shareholder returns throughout the years.</p><p>To date, Vertex Pharmaceuticals has four approved products on the market. All of these drugs treat cystic fibrosis, a genetic disease that affects more than 100,000 people globally. The prevalence of cystic fibrosis is only increasing, and it&#39;s estimated about 1,000 people in the U.S. are diagnosed with the illness every year.</p><p>While Vertex Pharmaceuticals effectively dominates the fast-growing cystic fibrosis drug market, this is far from the only catalyst on which it can launch its business to future growth. It is actively building out its pipeline of therapeutic candidates targeting a wide variety of rare diseases and will soon seek approval for exa-cel, a treatment for the rare blood disorders sickle cell and beta thalassemia that it developed with its long-term partner <b>CRISPR Therapeutics</b>. If exa-cel is given the regulatory green light, it will be the first CRISPR product ever approved for a genetic illness.</p><p>Over the past three years alone, a time of broad volatility for companies across a wide variety of sectors, Vertex Pharmaceuticals has delivered a total return of 34%, while its revenue and net income have risen 109% and 178%, respectively, during that same period. It has also increased its cash flow from operations to the tune of about 150% during that three-year window.</p><p>Given the company&#39;s widening footprint in the rare disease drug market and its steady track record, there&#39;s no reason to think Vertex Pharmaceuticals can&#39;t compound its share price returns several times over in the years ahead.</p><h2>3. Teladoc Health</h2><p><b>Teladoc Health</b> was one of the leading forces in the rapidly evolving telehealth market before COVID-19. The onset of the pandemic accelerated its growth trajectory and the pace of innovation in this space, and the future will only multiply the need for effective, full-service virtual care solutions. Teladoc&#39;s platform is ideally positioned to benefit from these long-lasting tailwinds, and despite what its share price might indicate, the company is already doing so.</p><p>There&#39;s no denying now that Teladoc probably overpaid for Livongo when it bought the health-tech platform in 2020, and that was the driving force behind the nearly $10 billion in impairment charges the company reported in the first half of 2022.</p><p>However, those eye-popping losses seem to be gradually retreating into the background. Teladoc&#39;s net loss dropped to $74 million in the most recent quarter, a net loss of $0.45 per share compared to a net loss of $0.53 in the year-ago period.</p><p>Meanwhile, Teladoc&#39;s third-quarter revenue jumped 17% year over year to $611 million. The company is profitable on a free-cash-flow basis, having generated free cash flow of $20 million in the quarter. It also ended the period with $900 million of cash and investments on its balance sheet.</p><p>Its position as one of the key platforms at the forefront of the $84 billion telehealth industry bodes well for its potential going forward.</p><h2>4. Airbnb</h2><p>The global travel industry may be slowing down as fears of a far-reaching recession take hold, but <b>Airbnb</b> continues to go from strength to strength. It&#39;s becoming increasingly apparent that Airbnb&#39;s growth trajectory isn&#39;t predicated solely around trends within the tourism sector.</p><p>This is largely due to the fact Airbnb&#39;s platform caters to far more than short-term travelers. Digital nomads, remote workers looking for long-term stays, and tenants seeking alternatives to a regular lease structure also use the Airbnb platform.</p><p>In the second quarter, long-term stays -- which are bookings of 28 days or more -- had risen 25% year over year. By the third quarter, long-term stays accounted for approximately 20% of all bookings on the platform. Its third-quarter revenue and net income also jumped about 75% and 355%, respectively, from the same quarter of 2019.</p><p>Meanwhile, the company recently announced it will be launching partnerships with a dozen major apartment landlords across the country, allowing users to go on Airbnb and look for an apartment the same way they would through a real estate agency site or other traditional real estate platforms.</p><p>For buy-and-hold investors, this growth stock could contribute generous returns to your portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Can Turn $100,000 Into $500,000 by the Time You Retire</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\">\n4 Stocks That Can Turn $100,000 Into $500,000 by the Time You Retire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/22/4-stocks-that-can-turn-100k-into-500k-for-retire/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors won't build life-changing wealth from the stock market overnight, but when you're investing in wonderful stocks for many years at a time, you don't need to hit a one-time jackpot to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/22/4-stocks-that-can-turn-100k-into-500k-for-retire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRTX":"福泰制药","TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/12/22/4-stocks-that-can-turn-100k-into-500k-for-retire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293589941","content_text":"Most investors won't build life-changing wealth from the stock market overnight, but when you're investing in wonderful stocks for many years at a time, you don't need to hit a one-time jackpot to build and sustain meaningful returns. Even if your retirement is a ways off, it's never too early to start planning for a better and stronger financial future.Here are four different stocks, each on a unique growth trajectory, that have the potential to multiply a $100,000 investment by at least 5 times in the years ahead.1. ShopifyThe growth of the digital economy continues to pave the way for the future, and the buying and selling of goods online remains a significant aspect of that journey. E-commerce spend will account for 31% of all retail transactions in the U.S. alone by 2026, compared to its current share of 23%, according to Morgan Stanley.An estimated 20% of all e-commerce sites globally are built on Shopify's platform. Shopify has made it straightforward and accessible for anyone, anywhere to create an online business. With subscriptions to build and maintain a store starting at just $29 a month, the company continues to attract a wide range of entrepreneurs and enterprises looking to capitalize on the growth of the digital economy.In the most recent quarter, the company delivered revenue growth of 22% to $1.4 billion, driven by subscription solutions and merchant solutions revenue growth of 12% and 26%, respectively, from the year-ago period. Since the time of the stock's initial public offering in 2015, the company has grown its revenue by well over 4,000% while delivering a total return of approximately 1,300% for investors.The macro environment is impacting consumer spending right now, but the buying and selling of goods online isn't going anywhere. Shopify provides the full spectrum of services, web technologies, and integrations required to launch and support an online business, and the company's leading market share means its platform is ideally placed to benefit from both the near-term and long-term growth of the explosive e-commerce market.It's certainly not a stretch of the imagination that Shopify could augment its current share price by 5 times or more over the next decade.2. Vertex PharmaceuticalsHealthcare stocks often possess a unique advantage during difficult economic backdrops, because the products and services these companies provide enjoy steady demand that's not subject to the cyclicality other industries face. In the case of Vertex Pharmaceuticals specifically, its focus on the rare disease drug market has enabled it to deliver astonishing growth and consistent shareholder returns throughout the years.To date, Vertex Pharmaceuticals has four approved products on the market. All of these drugs treat cystic fibrosis, a genetic disease that affects more than 100,000 people globally. The prevalence of cystic fibrosis is only increasing, and it's estimated about 1,000 people in the U.S. are diagnosed with the illness every year.While Vertex Pharmaceuticals effectively dominates the fast-growing cystic fibrosis drug market, this is far from the only catalyst on which it can launch its business to future growth. It is actively building out its pipeline of therapeutic candidates targeting a wide variety of rare diseases and will soon seek approval for exa-cel, a treatment for the rare blood disorders sickle cell and beta thalassemia that it developed with its long-term partner CRISPR Therapeutics. If exa-cel is given the regulatory green light, it will be the first CRISPR product ever approved for a genetic illness.Over the past three years alone, a time of broad volatility for companies across a wide variety of sectors, Vertex Pharmaceuticals has delivered a total return of 34%, while its revenue and net income have risen 109% and 178%, respectively, during that same period. It has also increased its cash flow from operations to the tune of about 150% during that three-year window.Given the company's widening footprint in the rare disease drug market and its steady track record, there's no reason to think Vertex Pharmaceuticals can't compound its share price returns several times over in the years ahead.3. Teladoc HealthTeladoc Health was one of the leading forces in the rapidly evolving telehealth market before COVID-19. The onset of the pandemic accelerated its growth trajectory and the pace of innovation in this space, and the future will only multiply the need for effective, full-service virtual care solutions. Teladoc's platform is ideally positioned to benefit from these long-lasting tailwinds, and despite what its share price might indicate, the company is already doing so.There's no denying now that Teladoc probably overpaid for Livongo when it bought the health-tech platform in 2020, and that was the driving force behind the nearly $10 billion in impairment charges the company reported in the first half of 2022.However, those eye-popping losses seem to be gradually retreating into the background. Teladoc's net loss dropped to $74 million in the most recent quarter, a net loss of $0.45 per share compared to a net loss of $0.53 in the year-ago period.Meanwhile, Teladoc's third-quarter revenue jumped 17% year over year to $611 million. The company is profitable on a free-cash-flow basis, having generated free cash flow of $20 million in the quarter. It also ended the period with $900 million of cash and investments on its balance sheet.Its position as one of the key platforms at the forefront of the $84 billion telehealth industry bodes well for its potential going forward.4. AirbnbThe global travel industry may be slowing down as fears of a far-reaching recession take hold, but Airbnb continues to go from strength to strength. It's becoming increasingly apparent that Airbnb's growth trajectory isn't predicated solely around trends within the tourism sector.This is largely due to the fact Airbnb's platform caters to far more than short-term travelers. Digital nomads, remote workers looking for long-term stays, and tenants seeking alternatives to a regular lease structure also use the Airbnb platform.In the second quarter, long-term stays -- which are bookings of 28 days or more -- had risen 25% year over year. By the third quarter, long-term stays accounted for approximately 20% of all bookings on the platform. Its third-quarter revenue and net income also jumped about 75% and 355%, respectively, from the same quarter of 2019.Meanwhile, the company recently announced it will be launching partnerships with a dozen major apartment landlords across the country, allowing users to go on Airbnb and look for an apartment the same way they would through a real estate agency site or other traditional real estate platforms.For buy-and-hold investors, this growth stock could contribute generous returns to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957290377,"gmtCreate":1677252713800,"gmtModify":1677252717457,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Rally ends quickly ya knn","listText":"Rally ends quickly ya knn","text":"Rally ends quickly ya knn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957290377","repostId":"1119061509","repostType":2,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962587186,"gmtCreate":1669808186346,"gmtModify":1676538247342,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Is meta a buy, why dont ask grab also&nbsp;","listText":"Is meta a buy, why dont ask grab also&nbsp;","text":"Is meta a buy, why dont ask grab also","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9962587186","repostId":"2287718455","repostType":2,"repost":{"id":"2287718455","kind":"highlight","pubTimestamp":1669807457,"share":"https://ttm.financial/m/news/2287718455?lang=&edition=fundamental","pubTime":"2022-11-30 19:24","market":"us","language":"en","title":"Is Meta Platforms Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2287718455","media":"Motley Fool","summary":"The growth stock has run into a brick wall this year.","content":"<html><head></head><body><p>Few companies in the history of the stock market have undergone as dramatic of an implosion as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, the parent of Facebook and Instagram.</p><p>From its peak at $382.18 last September to its trough at $88.09 shortly after its recent earnings report, the tech giant lost 77%, or more than $750 billion in market cap.</p><p>In a little more than a year, Meta has gone from a fast-growing, highly profitable and dominant social media advertising machine to a business in the middle of a questionable pivot to the metaverse whose core social media enterprise is suddenly unraveling.</p><p>With that sell-off comes a potential opportunity as Meta shares certainly look cheap according to conventional metrics. Meta shares currently trade at a price-to-earnings ratio of just 10.7. But is Meta stock a buy? Let&#39;s examine what the tech giant has to offer investors today.</p><h2>The simple facts</h2><p>Comparisons to the company that was once known as Facebook are moot. That company is gone.</p><p>Meta is moving aggressively into its metaverse project, internally called Reality Labs, and is perhaps more than any other company in history, investing a colossal sum on an unproven concept that brings in almost no revenue at this point.</p><p>In the third quarter, Reality Labs had an operating loss of $3.7 billion, giving it an annual run-rate loss close to $15 billion. Through the first three quarters of the year, Reality Labs has lost $9.5 billion, meaning the division focused on virtual and augmented reality will likely lose at least $13 billion this year.</p><p>Meta management also said that losses in Reality Labs would significantly expand next year, so investors should expect it to lose $15 billion to $20 billion, if not more.</p><p>However, the company does recognize the need to control spending. On Nov. 9, the company said it was laying off 11,000 employees, which includes people in Reality Labs. CEO Mark Zuckerberg also said the company was looking to rein in infrastructure spending and make it more efficient. At least some of that infrastructure spending is devoted to Reality Labs.</p><p>After the layoffs announcement, Meta trimmed its expense guidance for 2023 by $1.5 billion, though it&#39;s unclear what percentage of that will come from Reality Labs.</p><p>Meta also promised to control spending in Reality Labs starting in 2024 with the aim of growing total operating income, showing its willing to impose limits on the metaverse experiment.</p><h2>Mounting challenges in social</h2><p>While the wide losses in Reality Labs have been expected, what&#39;s arguably more shocking about its recent performance is how its momentum with its social media apps (Facebook, Instagram, WhatsApp, and Messenger) has died.</p><p>Revenue in its family of apps, as that segment is known, actually fell in the third quarter, declining 4% to $27.4 billion. Worse, operating income tumbled 28.5% to $9.3 billion as ad rates have fallen, the company is still adjusting to <b>Apple&#39;s</b> ad tracking restrictions, competition from TikTok has stolen screen time, and macroeconomic headwinds are also weighing on ad demand.</p><p>The good news for investors is that the worst of the Apple-related headwinds have now passed. The iPhone-maker has started to roll out those changes, but with macro headwinds seemingly picking up, the company expects another decline in revenue in the fourth quarter.</p><h2>Is Meta a buy?</h2><p>In his letter to employees announcing the layoffs, Mark Zuckerberg seemed to say that he thought the stock was undervalued:</p><blockquote>&#34;I believe we are deeply underestimated as a company today. Billions of people use our services to connect, and our communities keep growing. Our core business is among the most profitable ever built with huge potential ahead. And we&#39;re leading in developing the technology to define the future of social connection and the next computing platform.&#34;</blockquote><p>That may be true, but Meta has a lot to prove before investors will believe it. At the moment, Meta&#39;s VR headsets and its other metaverse products, like its VR Horizon software, seem to lack product-market fit. Any demand for these products doesn&#39;t seem close to what Meta is spending on it.</p><p>In social media, meanwhile, it expects Reels, its TikTok copycat product to begin to ramp up ad revenue, which is a promising sign. However, the company&#39;s iron grip over social media is clearly loosening with TikTok&#39;s rise, and that problem could get worse.</p><p>In order for the stock to be a buy, Meta has to do at least one of two things. It needs to return the social media business to solid growth on the top and bottom lines, or it needs to demonstrate a market for Reality Labs, and that second component may be even more important in the long run.</p><p>Until Meta can show that at least one of its two businesses is moving in the right direction, investors are better off sitting on the sidelines.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Meta Platforms Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Meta Platforms Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few companies in the history of the stock market have undergone as dramatic of an implosion as Meta Platforms, the parent of Facebook and Instagram.From its peak at $382.18 last September to its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287718455","content_text":"Few companies in the history of the stock market have undergone as dramatic of an implosion as Meta Platforms, the parent of Facebook and Instagram.From its peak at $382.18 last September to its trough at $88.09 shortly after its recent earnings report, the tech giant lost 77%, or more than $750 billion in market cap.In a little more than a year, Meta has gone from a fast-growing, highly profitable and dominant social media advertising machine to a business in the middle of a questionable pivot to the metaverse whose core social media enterprise is suddenly unraveling.With that sell-off comes a potential opportunity as Meta shares certainly look cheap according to conventional metrics. Meta shares currently trade at a price-to-earnings ratio of just 10.7. But is Meta stock a buy? Let's examine what the tech giant has to offer investors today.The simple factsComparisons to the company that was once known as Facebook are moot. That company is gone.Meta is moving aggressively into its metaverse project, internally called Reality Labs, and is perhaps more than any other company in history, investing a colossal sum on an unproven concept that brings in almost no revenue at this point.In the third quarter, Reality Labs had an operating loss of $3.7 billion, giving it an annual run-rate loss close to $15 billion. Through the first three quarters of the year, Reality Labs has lost $9.5 billion, meaning the division focused on virtual and augmented reality will likely lose at least $13 billion this year.Meta management also said that losses in Reality Labs would significantly expand next year, so investors should expect it to lose $15 billion to $20 billion, if not more.However, the company does recognize the need to control spending. On Nov. 9, the company said it was laying off 11,000 employees, which includes people in Reality Labs. CEO Mark Zuckerberg also said the company was looking to rein in infrastructure spending and make it more efficient. At least some of that infrastructure spending is devoted to Reality Labs.After the layoffs announcement, Meta trimmed its expense guidance for 2023 by $1.5 billion, though it's unclear what percentage of that will come from Reality Labs.Meta also promised to control spending in Reality Labs starting in 2024 with the aim of growing total operating income, showing its willing to impose limits on the metaverse experiment.Mounting challenges in socialWhile the wide losses in Reality Labs have been expected, what's arguably more shocking about its recent performance is how its momentum with its social media apps (Facebook, Instagram, WhatsApp, and Messenger) has died.Revenue in its family of apps, as that segment is known, actually fell in the third quarter, declining 4% to $27.4 billion. Worse, operating income tumbled 28.5% to $9.3 billion as ad rates have fallen, the company is still adjusting to Apple's ad tracking restrictions, competition from TikTok has stolen screen time, and macroeconomic headwinds are also weighing on ad demand.The good news for investors is that the worst of the Apple-related headwinds have now passed. The iPhone-maker has started to roll out those changes, but with macro headwinds seemingly picking up, the company expects another decline in revenue in the fourth quarter.Is Meta a buy?In his letter to employees announcing the layoffs, Mark Zuckerberg seemed to say that he thought the stock was undervalued:\"I believe we are deeply underestimated as a company today. Billions of people use our services to connect, and our communities keep growing. Our core business is among the most profitable ever built with huge potential ahead. And we're leading in developing the technology to define the future of social connection and the next computing platform.\"That may be true, but Meta has a lot to prove before investors will believe it. At the moment, Meta's VR headsets and its other metaverse products, like its VR Horizon software, seem to lack product-market fit. Any demand for these products doesn't seem close to what Meta is spending on it.In social media, meanwhile, it expects Reels, its TikTok copycat product to begin to ramp up ad revenue, which is a promising sign. However, the company's iron grip over social media is clearly loosening with TikTok's rise, and that problem could get worse.In order for the stock to be a buy, Meta has to do at least one of two things. It needs to return the social media business to solid growth on the top and bottom lines, or it needs to demonstrate a market for Reality Labs, and that second component may be even more important in the long run.Until Meta can show that at least one of its two businesses is moving in the right direction, investors are better off sitting on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980353532,"gmtCreate":1665661544927,"gmtModify":1676537644539,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"More lower low please&nbsp;","listText":"More lower low please&nbsp;","text":"More lower low please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980353532","repostId":"1136123199","repostType":2,"repost":{"id":"1136123199","kind":"news","pubTimestamp":1665674701,"share":"https://ttm.financial/m/news/1136123199?lang=&edition=fundamental","pubTime":"2022-10-13 23:25","market":"us","language":"en","title":"Today's CPI Report Could Lead To A Massive Drop In Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1136123199","media":"Seeking Alpha","summary":"SummaryThe CPI report will be critical for the stock market, and could lead to a very big drop shoul","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The CPI report will be critical for the stock market, and could lead to a very big drop should it come in higher.</li><li>There is some evidence to suggest some negative force of inflation will not be at play in this report.</li><li>This could lead to the S&amp;P 500 breaking a key level of technical support.</li></ul><p>The consumer price index will be released today, and estimates forecast another hot reading with CPI y/y expected to climb by 8.1% and 0.2% m/m. The Core CPI is expected to rise by 6.5% y/y and 0.4% m/m.</p><p>It will be the last CPI report before the next FOMC meeting in November. While the report isn&#39;t going to change the path of Fed policy for next month, it could shift the direction of monetary policy for December.</p><p>A hotter-than-expected CPI report coupled with the stronger-than-expected job report could result in worries over additional rate hikes, with the need for the Fed to raise rates by 75 bps at that December meeting. Currently, the Fed Funds futures see rates at 4.14%. That is about 25 bps below the Fed&#39;s projections of 4.4%.</p><p>Fed Funds futures are currently suggesting 125 bps of rate hikes by December. A hotter-than-expected CPI would likely result in the market pricing in 150 bps of additional rate hikes this year, potentially shifting the entire Fed Fund futures curve higher.</p><p><img src=\"https://static.tigerbbs.com/1a871aa343f9bb4482ec783352dde2ad\" tg-width=\"640\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Hotter Than Expected?</b></p><p>The most significant component of the CPI report is shelter, which accounts for 32% of the index. The US Zillow Rent Index for All Homes rose by 0.5% in September, suggesting that the shelter&#39;s piece is likely to be still elevated. Without a decline in energy prices in September, such as gasoline, there will not be a significant drag lower, as seen in July and August. Gasoline prices were essentially flat in September, and gasoline accounts for nearly 5% of the index.</p><p><img src=\"https://static.tigerbbs.com/a08ca5f1b61b84357e2590de7417df95\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Additionally, used car prices in September, as measured by the Manheim Used Vehicle Index, fell 3% versus 4% in August. It may suggest that used car prices, although down in September, didn&#39;t fall as much as in August, and thus there may be less of a negative impact.</p><p><img src=\"https://static.tigerbbs.com/5df3437e5cf56849202612d05078a954\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Bad For Stocks</b></p><p>A hotter-than-expected CPI report would be bad news for stocks as it would again cause a repricing in rates, thus pushing the valuation of stocks lower. Most importantly, equities have been unable to keep pace with rising real yields. For example, the difference between the NASDAQ 100 earnings yield and the 10-year real yield is currently around 3.3%. The difference between real rates and the NASDAQ is at its lowest value since 2009. That means that stocks are significantly overvalued when compared to real rates.</p><p>It also demonstrates that despite the NASDAQ plunging in 2022, it hasn&#39;t fallen nearly enough to keep pace with the rise in real yields. It means that the NASDAQ needs to fall even further.</p><p><img src=\"https://static.tigerbbs.com/5f042a8d85cc152355ceac1d38d8ed43\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2008 Bear Market</b></p><p>Additionally, as this bear market plays out versus previous cycles, there may still be a sharp decline for the equity market. Comparing the S&amp;P 500 in 2022 with the 2008 bear market cycle suggests equities may see a further drop between now and the end of October.</p><p><img src=\"https://static.tigerbbs.com/b6907a243fe8713fc4c36dac587c134a\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>From a technical standpoint, that possibility exists. The technical chart shows the S&amp;P 500 is currently at a critical support level of 3,580. That level of support dates back to September 2020. Once that support level breaks, there are several gaps to fill to around 3,230, or almost 11%. Because these are unfilled gaps, a decline could happen in a short time.</p><p><img src=\"https://static.tigerbbs.com/7eb0d5a393326269b18e219fc60f2021\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p><b>Trading View</b></p><p>At this point, a hotter-than-expected CPI report seems more troublesome than an inline report, as it is unlikely to change the path of monetary policy and the current market expectations. Yes, equities could rally on an in-line or cooler-than-expected CPI print, but a relief rally may only be short-lived, with monetary policy unlikely to change much.</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>Today's CPI Report Could Lead To A Massive Drop In 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; 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\">\nToday's CPI Report Could Lead To A Massive Drop In Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546224-tomorrows-cpi-report-could-lead-to-a-massive-drop-in-stocks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe CPI report will be critical for the stock market, and could lead to a very big drop should it come in higher.There is some evidence to suggest some negative force of inflation will not be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546224-tomorrows-cpi-report-could-lead-to-a-massive-drop-in-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4546224-tomorrows-cpi-report-could-lead-to-a-massive-drop-in-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136123199","content_text":"SummaryThe CPI report will be critical for the stock market, and could lead to a very big drop should it come in higher.There is some evidence to suggest some negative force of inflation will not be at play in this report.This could lead to the S&P 500 breaking a key level of technical support.The consumer price index will be released today, and estimates forecast another hot reading with CPI y/y expected to climb by 8.1% and 0.2% m/m. The Core CPI is expected to rise by 6.5% y/y and 0.4% m/m.It will be the last CPI report before the next FOMC meeting in November. While the report isn't going to change the path of Fed policy for next month, it could shift the direction of monetary policy for December.A hotter-than-expected CPI report coupled with the stronger-than-expected job report could result in worries over additional rate hikes, with the need for the Fed to raise rates by 75 bps at that December meeting. Currently, the Fed Funds futures see rates at 4.14%. That is about 25 bps below the Fed's projections of 4.4%.Fed Funds futures are currently suggesting 125 bps of rate hikes by December. A hotter-than-expected CPI would likely result in the market pricing in 150 bps of additional rate hikes this year, potentially shifting the entire Fed Fund futures curve higher.BloombergHotter Than Expected?The most significant component of the CPI report is shelter, which accounts for 32% of the index. The US Zillow Rent Index for All Homes rose by 0.5% in September, suggesting that the shelter's piece is likely to be still elevated. Without a decline in energy prices in September, such as gasoline, there will not be a significant drag lower, as seen in July and August. Gasoline prices were essentially flat in September, and gasoline accounts for nearly 5% of the index.BloombergAdditionally, used car prices in September, as measured by the Manheim Used Vehicle Index, fell 3% versus 4% in August. It may suggest that used car prices, although down in September, didn't fall as much as in August, and thus there may be less of a negative impact.BloombergBad For StocksA hotter-than-expected CPI report would be bad news for stocks as it would again cause a repricing in rates, thus pushing the valuation of stocks lower. Most importantly, equities have been unable to keep pace with rising real yields. For example, the difference between the NASDAQ 100 earnings yield and the 10-year real yield is currently around 3.3%. The difference between real rates and the NASDAQ is at its lowest value since 2009. That means that stocks are significantly overvalued when compared to real rates.It also demonstrates that despite the NASDAQ plunging in 2022, it hasn't fallen nearly enough to keep pace with the rise in real yields. It means that the NASDAQ needs to fall even further.Bloomberg2008 Bear MarketAdditionally, as this bear market plays out versus previous cycles, there may still be a sharp decline for the equity market. Comparing the S&P 500 in 2022 with the 2008 bear market cycle suggests equities may see a further drop between now and the end of October.BloombergFrom a technical standpoint, that possibility exists. The technical chart shows the S&P 500 is currently at a critical support level of 3,580. That level of support dates back to September 2020. Once that support level breaks, there are several gaps to fill to around 3,230, or almost 11%. Because these are unfilled gaps, a decline could happen in a short time.Trading ViewAt this point, a hotter-than-expected CPI report seems more troublesome than an inline report, as it is unlikely to change the path of monetary policy and the current market expectations. Yes, equities could rally on an in-line or cooler-than-expected CPI print, but a relief rally may only be short-lived, with monetary policy unlikely to change much.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941660103,"gmtCreate":1680193175602,"gmtModify":1680193179366,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"I need bigger volume in daily before all in","listText":"I need bigger volume in daily before all in","text":"I need bigger volume in daily before all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941660103","repostId":"1164007023","repostType":2,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943861479,"gmtCreate":1679357817491,"gmtModify":1679357821746,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Toxic news","listText":"Toxic news","text":"Toxic news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943861479","repostId":"2321866663","repostType":2,"repost":{"id":"2321866663","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679345699,"share":"https://ttm.financial/m/news/2321866663?lang=&edition=fundamental","pubTime":"2023-03-21 04:54","market":"us","language":"en","title":"US STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed","url":"https://stock-news.laohu8.com/highlight/detail?id=2321866663","media":"Reuters","summary":"U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolste","content":"<html><head></head><body><p>U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.</p><p>UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.</p><p>Also, major central banks moved on Sunday to bolster the flow of cash around the world.</p><p>The S&amp;P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.</p><p>The collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.</p><p>While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>All of the major S&amp;P 500 sectors ended higher, and the Cboe Volatility index - Wall Street&#39;s fear gauge - fell.</p><p>U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.</p><p>Regional bank <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a>    fell 47.1% following a downgrade by S&amp;P Global and a report of more fundraising that fueled fears about the bank&#39;s liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.</p><p>The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&amp;P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.</p><p>Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.</p><p>&#34;Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,&#34; Krosby said. &#34;It helps to halt the panic and fear.&#34;</p><p>Among other regional banks, <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> closed up 10.8% after the bank said deposit outflows had stabilized.</p><p>Investors are also focused on the Fed&#39;s decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.</p><p>Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME&#39;s FedWatch Tool.</p><p>Shares of Amazon.com fell 1.3% on the day following the company&#39;s plans to slash another 9,000 jobs.</p><p>Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.</p><p><img src=\"https://static.tigerbbs.com/1e89d81f730a0441397898e4174df579\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed</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\">\nUS STOCKS-Wall St Ends Higher As Bank Contagion Fears Ease, Fed Eyed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-21 04:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.</p><p>UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.</p><p>Also, major central banks moved on Sunday to bolster the flow of cash around the world.</p><p>The S&amp;P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.</p><p>The collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a> shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.</p><p>While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>All of the major S&amp;P 500 sectors ended higher, and the Cboe Volatility index - Wall Street&#39;s fear gauge - fell.</p><p>U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.</p><p>Regional bank <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a>    fell 47.1% following a downgrade by S&amp;P Global and a report of more fundraising that fueled fears about the bank&#39;s liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.</p><p>The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&amp;P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.</p><p>Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.</p><p>&#34;Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,&#34; Krosby said. &#34;It helps to halt the panic and fear.&#34;</p><p>Among other regional banks, <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> closed up 10.8% after the bank said deposit outflows had stabilized.</p><p>Investors are also focused on the Fed&#39;s decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.</p><p>Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME&#39;s FedWatch Tool.</p><p>Shares of Amazon.com fell 1.3% on the day following the company&#39;s plans to slash another 9,000 jobs.</p><p>Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.</p><p><img src=\"https://static.tigerbbs.com/1e89d81f730a0441397898e4174df579\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","USB":"美国合众银行","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321866663","content_text":"U.S. stocks jumped on Monday after a deal to rescue Credit Suisse and central bank efforts to bolster confidence in the financial system relieved investors, while participants also weighed the likelihood of a pause in rate hikes from the Federal Reserve this week.UBS late on Sunday agreed to buy rival Credit Suisse for $3.23 billion, in a merger engineered by Swiss authorities to avoid more turmoil in the banking group.Also, major central banks moved on Sunday to bolster the flow of cash around the world.The S&P Banking index was up 0.6% and the KBW Regional Banking index was up 1.5% following sharp losses last week.The collapse of Silicon Valley Bank and Signature Bank shook markets earlier this month, leading to a rout in banking stocks and worries that central bank monetary tightening would create a recession.While some bank shares were still lower on Monday, the weakness appeared to be contained, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.All of the major S&P 500 sectors ended higher, and the Cboe Volatility index - Wall Street's fear gauge - fell.U.S.-listed shares of Credit Suisse were down 53% on Monday, while UBS Group shares rose 3.3%.Regional bank First Republic Bank    fell 47.1% following a downgrade by S&P Global and a report of more fundraising that fueled fears about the bank's liquidity despite a $30 billion rescue last week. Trading in shares of the bank was halted several times due to volatility.The Dow Jones Industrial Average rose 382.6 points, or 1.2%, to 32,244.58, the S&P 500 gained 34.93 points, or 0.89%, to 3,951.57 and the Nasdaq Composite added 45.03 points, or 0.39%, to 11,675.54.Helping optimism, New York Community Bancorp climbed 31.7% after a unit of the bank agreed to buy deposits and loans from Signature Bank.\"Where it is another bank coming in, that is the kind of headline that helps underpin confidence in the banking system,\" Krosby said. \"It helps to halt the panic and fear.\"Among other regional banks, PacWest Bancorp closed up 10.8% after the bank said deposit outflows had stabilized.Investors are also focused on the Fed's decision when policymakers conclude a two-day meeting on Wednesday. Before the turmoil with the banks earlier this month, many market participants had been factoring in a 50 basis-point interest rate hike from the Fed at its March meeting.Fed funds futures now show a 28.4% probability of the Fed holding its overnight rate at 4.5%-4.75%, and a 71.6% likelihood of a 25 basis-point increase, according to CME's FedWatch Tool.Shares of Amazon.com fell 1.3% on the day following the company's plans to slash another 9,000 jobs.Volume on U.S. exchanges was 12.48 billion shares, compared with the 12.60 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.The S&P 500 posted 1 new 52-week high and 8 new lows; the Nasdaq Composite recorded 33 new highs and 298 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984097217,"gmtCreate":1667484844839,"gmtModify":1676537925809,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Will test&nbsp;75$??if&nbsp;cant hold eaither&nbsp;dunno mybe 21$&nbsp;","listText":"Will test&nbsp;75$??if&nbsp;cant hold eaither&nbsp;dunno mybe 21$&nbsp;","text":"Will test 75$??if cant hold eaither dunno mybe 21$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984097217","repostId":"1140345690","repostType":2,"repost":{"id":"1140345690","kind":"news","pubTimestamp":1667488558,"share":"https://ttm.financial/m/news/1140345690?lang=&edition=fundamental","pubTime":"2022-11-03 23:15","market":"us","language":"en","title":"Meta’s Meltdown Shows How Big Tech’s Invincible Era Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1140345690","media":"Bloomberg","summary":"For years, $Facebook(META)$, $Amazn(AMZN)$, $Apple(AAPL)$, $Netflix(NFLX)$ and $Google(GOOGL)$—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no lon","content":"<html><head></head><body><blockquote>For years, <a href=\"https://laohu8.com/S/META\">Facebook</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazn</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> and <a href=\"https://laohu8.com/S/GOOGL\">Google</a>—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.</blockquote><p>When a big stock dives, as Meta Platforms Inc. did on Oct. 27, dropping almost 25%, investors are often urged to take the long view of its performance. In this case, it hardly helps. If you bought Meta five years ago—back when the company was still known as Facebook—you’d be down about 49%, in a period when the S&amp;P 500 climbed 45%. Meta has not only erased its gains from the pandemic, which turned social media into an essential technology, but also fallen back to where it was in 2015.</p><p>Meta isn’t just another stock—it was a constituent of the FAANG group, investors’ shorthand for a set of seemingly invincible technology companies. Along with the former Facebook, there were Amazon.com, Apple, Netflix and Google parent Alphabet. Despite their high valuations, many investors regarded these stocks as safe investments, because together they captured where so much of the economy’s growth seemed to be—from retailing to entertainment to smartphones—while also commanding strong balance sheets and huge scale to fend off rivals. Today, even though the five stocks still make up over 13% of the market value of the S&amp;P 500, the FAANG narrative seems like it’s over for good.</p><p>It’s partly a story specific to Meta and increasing skepticism about Chief Executive Officer Mark Zuckerberg’s focus on a still-hazy venture called the metaverse. But it’s also a story about how investors have changed their thinking about companies’ promises of long-run growth versus the profits they can deliver in the next few quarters or years. Although their declines in the past 12 months aren’t as deep as Meta’s 72% drop, most of the other FAANGs have had a rough time, with losses of 40% to 60%. Only Apple Inc. has treaded water. “Investors are having a crisis of confidence in growth,” says Gene Munster, co-founder of Loup Ventures, a technology investment firm. Big Tech investors are embracing the idea that a slowdown “could go on for years.”</p><p><img src=\"https://static.tigerbbs.com/a2defd735c29b49b3a82c0d2b0d1bfc3\" tg-width=\"741\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/>Investors’ worries about Meta had been building for months. In February the company suffered the worst single-day valuation drop in US stock market history, erasing more than $251 billion, after reporting a drop in Facebook’s daily active users. The catalyst for October’s tumble was another grim earnings report that showed revenue shrinking. But on top of that, Meta pledged to spend even more on investments in technology hardware to facilitate its shift toward the metaverse, a fledgling immersive digital world.</p><p>In remarks to analysts, Zuckerberg said the company was doing leading work on the metaverse and that it’s “often going to take a few versions of each product before they become mainstream.” There are still long-term Meta optimists. Munster says if there’s a next step for social media beyond mobile phones, just a few companies will be able to dominate “and they’re one of them.”</p><p>But the message from shareholders so far has been clear: They don’t want to gamble on a next big thing that could take years to pay off, and they want better performance from the core social media brands. That’s a common-sense approach, but one that hasn’t always been applied to Big Tech, where winners often pivot from one business to the next as growth seems to top out. Netflix was DVDs in the mail, then streaming, then a Hollywood player to rival Walt Disney Co. Amazon was books, then a general retail colossus plus cloud computing plus microphones in your house. Facebook was a homepage for college students, then a news feed, and then morphed into mobile media with messaging and photos and video as it became Meta.</p><p>“Facebook proved itself to be a successful company that started with nothing and gained everything,” says Marshall Front, chief investment officer at Front Barnett Associates. “The question is, can they do this again? There is a lot of skepticism out there.” The new wariness may stem partly from how speculative the metaverse is. Meanwhile, the core existing business is slowing down. Meta averaged annual revenue growth of about 42% from 2013 through 2021. This year, the company’s sales are projected to shrink by 1%, according to the average of analyst estimates compiled by Bloomberg. There’s fierce competition from TikTok and worries about advertisers cutting spending further in a possible recession, which have also weighed on other social media companies. (Snap Inc. is down 79% this year.)</p><p>But investors’ loss of faith has been magnified by a jump in interest rates as the Federal Reserve attempts to rein in high inflation. Rising rates can have a particularly strong effect on technology companies, because their valuations are based on the promise of bigger profits further into the future. To put a present value on yet-to-be-delivered earnings, number crunchers use interest rates to discount them. The higher the rate, the less future profits are worth today. More generally, when rates are higher, investors may not be willing to pay as much to bet on less certain, more distant profits.</p><p>Of course, this isn’t the first time the tech giants’ share prices have come under fire. They tumbled at the onset of the pandemic in 2020 along with everything else, before climbing to new heights when they turned out to be the winners in a locked-down economy. They were also hammered the last time the Fed hiked interest rates in late 2018, which raised fears about a potential recession. That time, too, they rallied back within a few months.</p><p>Eleven months into this selloff, there are few signs that we’re near the end. Inflation is still rampant, and Fed officials have signaled they won’t let up until there’s been more progress in cooling prices. Valuations are cheaper, but still buyers aren’t enticed. Meta traded at more than 50 times projected profits in the years after its 2012 initial public offering. It’s now priced at nine times, in a league with Elmer’s glue maker Newell Brands Inc. and appliance maker Whirlpool Corp.</p><p>Things could change as the macroeconomic picture shifts, but for now investors are feeling guarded. “Investors have questioned whether the pivot to the metaverse prevented the company from committing even more capital to other areas of growth,” says Scott Kessler, global sector lead for technology at investment researcher Third Bridge, speaking of Meta. “They made a huge commitment and perhaps it was too much, too soon.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta’s Meltdown Shows How Big Tech’s Invincible Era Is Over</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\">\nMeta’s Meltdown Shows How Big Tech’s Invincible Era Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For years, Facebook, Amazn, Apple, Netflix and Google—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.When a big stock dives, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140345690","content_text":"For years, Facebook, Amazn, Apple, Netflix and Google—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.When a big stock dives, as Meta Platforms Inc. did on Oct. 27, dropping almost 25%, investors are often urged to take the long view of its performance. In this case, it hardly helps. If you bought Meta five years ago—back when the company was still known as Facebook—you’d be down about 49%, in a period when the S&P 500 climbed 45%. Meta has not only erased its gains from the pandemic, which turned social media into an essential technology, but also fallen back to where it was in 2015.Meta isn’t just another stock—it was a constituent of the FAANG group, investors’ shorthand for a set of seemingly invincible technology companies. Along with the former Facebook, there were Amazon.com, Apple, Netflix and Google parent Alphabet. Despite their high valuations, many investors regarded these stocks as safe investments, because together they captured where so much of the economy’s growth seemed to be—from retailing to entertainment to smartphones—while also commanding strong balance sheets and huge scale to fend off rivals. Today, even though the five stocks still make up over 13% of the market value of the S&P 500, the FAANG narrative seems like it’s over for good.It’s partly a story specific to Meta and increasing skepticism about Chief Executive Officer Mark Zuckerberg’s focus on a still-hazy venture called the metaverse. But it’s also a story about how investors have changed their thinking about companies’ promises of long-run growth versus the profits they can deliver in the next few quarters or years. Although their declines in the past 12 months aren’t as deep as Meta’s 72% drop, most of the other FAANGs have had a rough time, with losses of 40% to 60%. Only Apple Inc. has treaded water. “Investors are having a crisis of confidence in growth,” says Gene Munster, co-founder of Loup Ventures, a technology investment firm. Big Tech investors are embracing the idea that a slowdown “could go on for years.”Investors’ worries about Meta had been building for months. In February the company suffered the worst single-day valuation drop in US stock market history, erasing more than $251 billion, after reporting a drop in Facebook’s daily active users. The catalyst for October’s tumble was another grim earnings report that showed revenue shrinking. But on top of that, Meta pledged to spend even more on investments in technology hardware to facilitate its shift toward the metaverse, a fledgling immersive digital world.In remarks to analysts, Zuckerberg said the company was doing leading work on the metaverse and that it’s “often going to take a few versions of each product before they become mainstream.” There are still long-term Meta optimists. Munster says if there’s a next step for social media beyond mobile phones, just a few companies will be able to dominate “and they’re one of them.”But the message from shareholders so far has been clear: They don’t want to gamble on a next big thing that could take years to pay off, and they want better performance from the core social media brands. That’s a common-sense approach, but one that hasn’t always been applied to Big Tech, where winners often pivot from one business to the next as growth seems to top out. Netflix was DVDs in the mail, then streaming, then a Hollywood player to rival Walt Disney Co. Amazon was books, then a general retail colossus plus cloud computing plus microphones in your house. Facebook was a homepage for college students, then a news feed, and then morphed into mobile media with messaging and photos and video as it became Meta.“Facebook proved itself to be a successful company that started with nothing and gained everything,” says Marshall Front, chief investment officer at Front Barnett Associates. “The question is, can they do this again? There is a lot of skepticism out there.” The new wariness may stem partly from how speculative the metaverse is. Meanwhile, the core existing business is slowing down. Meta averaged annual revenue growth of about 42% from 2013 through 2021. This year, the company’s sales are projected to shrink by 1%, according to the average of analyst estimates compiled by Bloomberg. There’s fierce competition from TikTok and worries about advertisers cutting spending further in a possible recession, which have also weighed on other social media companies. (Snap Inc. is down 79% this year.)But investors’ loss of faith has been magnified by a jump in interest rates as the Federal Reserve attempts to rein in high inflation. Rising rates can have a particularly strong effect on technology companies, because their valuations are based on the promise of bigger profits further into the future. To put a present value on yet-to-be-delivered earnings, number crunchers use interest rates to discount them. The higher the rate, the less future profits are worth today. More generally, when rates are higher, investors may not be willing to pay as much to bet on less certain, more distant profits.Of course, this isn’t the first time the tech giants’ share prices have come under fire. They tumbled at the onset of the pandemic in 2020 along with everything else, before climbing to new heights when they turned out to be the winners in a locked-down economy. They were also hammered the last time the Fed hiked interest rates in late 2018, which raised fears about a potential recession. That time, too, they rallied back within a few months.Eleven months into this selloff, there are few signs that we’re near the end. Inflation is still rampant, and Fed officials have signaled they won’t let up until there’s been more progress in cooling prices. Valuations are cheaper, but still buyers aren’t enticed. Meta traded at more than 50 times projected profits in the years after its 2012 initial public offering. It’s now priced at nine times, in a league with Elmer’s glue maker Newell Brands Inc. and appliance maker Whirlpool Corp.Things could change as the macroeconomic picture shifts, but for now investors are feeling guarded. “Investors have questioned whether the pivot to the metaverse prevented the company from committing even more capital to other areas of growth,” says Scott Kessler, global sector lead for technology at investment researcher Third Bridge, speaking of Meta. “They made a huge commitment and perhaps it was too much, too soon.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985282333,"gmtCreate":1667400389022,"gmtModify":1676537911816,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"News to much toxic","listText":"News to much toxic","text":"News to much toxic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985282333","repostId":"2280374679","repostType":2,"repost":{"id":"2280374679","kind":"highlight","pubTimestamp":1667397979,"share":"https://ttm.financial/m/news/2280374679?lang=&edition=fundamental","pubTime":"2022-11-02 22:06","market":"us","language":"en","title":"BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017","url":"https://stock-news.laohu8.com/highlight/detail?id=2280374679","media":"Bloomberg","summary":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to ","content":"<html><head></head><body><ul><li>S&amp;P 500 generally rose if gauge was at present or lower levels</li><li>Sentiment signal says S&amp;P may rise to 4,500 in next 12 months</li></ul><p>(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.</p><p>“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”</p><p>The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&amp;P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.</p><p>Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.</p><p><img src=\"https://static.tigerbbs.com/2eee5a52acb669dd8b528ca23464c771\" tg-width=\"800\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/>The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&amp;P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.</p><p>So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.</p><p>The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017</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\">\nBofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BAC":"美国银行","MSC":"新濠影汇"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280374679","content_text":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947039609,"gmtCreate":1682328966403,"gmtModify":1682328970881,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Daq 14k sure huge rally, dji 35k if not still choopy market&nbsp;","listText":"Daq 14k sure huge rally, dji 35k if not still choopy market&nbsp;","text":"Daq 14k sure huge rally, dji 35k if not still choopy market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947039609","repostId":"2329368890","repostType":2,"repost":{"id":"2329368890","kind":"highlight","pubTimestamp":1682349692,"share":"https://ttm.financial/m/news/2329368890?lang=&edition=fundamental","pubTime":"2023-04-24 23:21","market":"us","language":"en","title":"3 Big Reasons a Huge Rally Is Right Around the Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=2329368890","media":"InvestorPlace","summary":"The Fed pivot, which is the anticipated shift in the U.S. Federal Reserve’s monetary policy, from ti","content":"<html><head></head><body><ul><li><p>The Fed pivot, which is the anticipated shift in the U.S. Federal Reserve’s monetary policy, from tightening to easing, has been long overdue, but three reasons suggest it is just around the corner.</p></li><li><p>Firstly, leading indicators of inflation, such as commodity prices and price survey data, are crashing, with the Philly Fed Survey’s Price index at a decade low. Every leading indicator of inflation has reverted to pre-pandemic levels, meaning inflation is on a course to 2% or lower.</p></li><li><p>Secondly, shelter CPI accounts for about 35% of headline CPI and hasn’t posted a single monthly decline, but home prices and rents are dropping about as fast as they could. Home price and rent changes tend to lead shelter CPI inflation by about six to 12 months.</p></li><li><p>Lastly, the current economic cycle is poised to enter a recession, and the stock market typically bottoms three to six months before a recession begins, resulting in a massive rally.</p></li></ul><p>It seems we’ve been talking about a “Fed Pivot” since last summer, and yet nearly a year later, the Fed is still hiking rates. </p><p>However, the data strongly suggests that the highly anticipated and long overdue Fed pivot is just around the corner.</p><p><strong>When it does arrive, it could spark a massive stock market rally. </strong></p><p>You need to be prepared for this coming rally. But first, let’s look at three reasons why a Fed pause and huge stock market rally are right around the corner. </p><h2>Reason #1: Inflation Is Crashing</h2><p>For some odd reason, the Fed thinks inflation is still high. </p><p>News flash: <strong>It’s not (really).</strong> </p><p>Sure, the headline consumer price index inflation rate is still 5%. That’s 2.5X the Fed’s 2% target. But the headline inflation rate – like most major economic data points – is a lagging indicator. </p><p>It takes time for changes in economic activity, supply chains, borrowing capacity, and consumer spending to work their way into the final prices of goods. These things have lag effects. </p><p>Forget the lagging headline inflation rate for a moment. Instead, let’s look at the leading indicators of inflation;things like price survey data and commodity prices. </p><p><strong><em>They’re all crashing!</em></strong> And they’ve all returned to pre-pandemic levels. Some are even hovering near all-time lows.</p><p>For example, let’s look at the price data from yesterday morning’s Philadelphia Fed Business Outlook Survey. </p><p>In that survey, the Philly Fed surveys a bunch of businesses in Pennsylvania, New Jersey, and Delaware areas to get a gauge of economic trends. One of the key questions is how prices paid for goods and services are trending. Another key question is how prices received for goods and services are trending.</p><p>The Fed conducts this survey once a month. The April survey results were released yesterday. </p><p>They showed that the Prices Paid index dropped from 23.5 to 8.2 in April. The Prices Received index dropped from 7.9 to negative 3.3. On a composite basis, the combined Price index dropped from 31.4 to 4.9 in April. </p><p>Of course, that’s a steep fall. But here’s the big thing: <strong><em>At 4.9, the Price index is near all-time lows. </em></strong></p><p>You read that right. One of the most prominent leading indicators of inflation – the Philly Fed Survey’s Price index – hasn’t just returned back to pre-pandemic levels, but is now also plunging to a decade low. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5026da7eac49b56c6799af20615edc3\" tg-width=\"624\" tg-height=\"278\"/></p><p>Inflation, folks, is dead. </p><p>The Philly Fed survey data isn’t the only data point suggesting as much. </p><p>Pretty much every other price index in every other Fed district survey has plunged back to pre-pandemic levels, as well. The Bloomberg Commodity Price Index has plunged more than 20% since June 2022. Oil prices have lost about half their value over that same stretch. Natural gas prices are plunging to all-time lows right now. </p><p>Every leading indicator of inflation is pointing sharply downward at the current moment. More than that, every leading indicator of inflation has reverted to pre-pandemic levels. Many of them are at multi-year lows. </p><p>That means just one thing, folks. Inflation may still be at 5% today, <strong>but it is on a predetermined course to 2% (and maybe even lower) within a few months</strong>. </p><h2>Reason #2: Inflation Will Keep Crashing</h2><p>The most impressive thing about the current round of disinflation is that we’ve basically cut headline inflation rates in half – from over 9% to below 5% — without any help from the biggest component of inflation: shelter. </p><p>Shelter CPI accounts for about 35% of the headline CPI. It is the biggest weighting in the calculation. Yet, shelter CPI rates have kept climbing.</p><p>Since June 2022, headline CPI has dropped from 9.1% to 5%. Over that same time, shelter CPI has risen from 5.6% to 8.2%, and hasn’t posted a single monthly decline. </p><p>We’ve cut inflation almost in half without any help from the biggest weighting in the CPI calculation.</p><p><strong><em>But that biggest weighting is about to collapse. </em></strong></p><p>Like headline CPI itself, shelter CPI is a lagging indicator. It takes time for lower home prices and rents to show up in the shelter CPI. </p><p>But home prices and rents are dropping quickly. Last month, for example, the median sales price of an existing home in the U.S. was $375,000, down about 0.9% year-over-year. </p><p>That 0.9% drop is the biggest annual price decline for homes since 2012.</p><p><a href=\"https://laohu8.com/S/Z\">Zillow</a>’s Observed Rent Index, meanwhile, has dis-inflated from about 17% a year ago, to less than 6% today. </p><p>Home prices and rents are dropping about as fast as they could. </p><p><strong>Our analysis suggests these drops are about to show up in shelter CPI. </strong></p><p>That is, home price and rent changes tend to lead shelter CPI inflation by about six to 12 months. Considering that historical relationship, it looks inevitable that the collapse we’ve seen in home price and rent inflation will start to show up in a big way in shelter CPI numbers next month.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95906c1b59307571f4dd37bfb1a6794f\" tg-width=\"624\" tg-height=\"326\"/></p><p>We think the current 8.2% shelter CPI inflation rate will drop rapidly below 4% within the next three to four months. </p><p>Again, that’s the biggest weighting in the CPI calculation. We’ve already basically cut inflation in half without shelter CPI dropping one ounce. As it starts to plunge like a rock into summer, overall CPI inflation rates should crater. </p><p>We will likely see 2% inflation by late summer.</p><h2>Reason #3: The Labor Market Is Cracking</h2><p>While everyone is all caught up in the Fed’s fight with inflation, we must remember that the Fed has a <em>dual</em> mandate. They are mandated with fighting inflation <em>and </em>keeping people employed. </p><p>The Fed has been able to stay aggressive with its fight against inflation because, thus far, it hasn’t really hurt the labor market. </p><p>But that is changing right now. The labor market is showing signs of significant stress. </p><p>Sure, the unemployment rate remains historically low. Again, though, that’s a lagging indicator. The best leading indicator of unemployment is weekly jobless claims – and, more specifically, weekly jobless claims in economically sensitive states. </p><p>When a lot of people start to file jobless claims in economically sensitive states, that’s a sure-fire sign that the national labor market is on the edge – and a huge unemployment crisis could be at hand. </p><p><strong>That’s exactly where we are today. </strong></p><p>About one-third of states are currently reporting greater than 30% growth in continuing jobless claims.</p><p>In other words, nearly one out of every three states is seeing jobless claims spike right now. That’s exactly what happens every time before the labor market cracks. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55809544309ae6a7e0f3bb664b0386ec\" tg-width=\"1560\" tg-height=\"991\"/></p><p>The Fed has been able to duck for cover behind a super strong U.S. labor market for months now. That cover is disappearing. </p><p>As it does, so will these rate hikes.  </p><h2>The Final Word</h2><p>The Fed has a dual mandate: stable prices and full employment. </p><p>From the perspective of that dual mandate, the Fed should wrap up its rate-hiking campaign very soon – likely by June. </p><p>Inflation is crashing back toward 2% very rapidly, and the labor market is starting to crack in a very worrisome manner. With inflation crashing and the labor market deteriorating, a Fed pause is on deck. </p><p>That’s bullish, because every single time the Fed has paused a traditional rate-hike campaign, the stock market rallied. </p><p><strong><em>Every single time. </em></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c83976194d31019b56c1753f952e06b\" tg-width=\"624\" tg-height=\"326\"/></p><p>Which is more likely? That this is the first time in history the stock market doesn’t rally after the Fed pauses its rate-hike campaign, or that history repeats. </p><p><strong><em>We’re banking on the latter. </em></strong></p><p>We believe the stock market is prepping for a big rally into the summer. </p><p>If that happens, then certain individual stocks will rally more than 100% over the next few months. </p><p>Our job is to find those stocks. </p><p><strong>We think we’ve found just the ones. </strong></p><p>Specifically, there is a top-secret technology being developed by the U.S. government that could unlock the next generation of major societal advances – a technology that could be as profound and revolutionary as the discovery of fire. </p><p>And one tiny company is developing the best form of this technology right now. </p><p>This tiny stock could be the next <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> or <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>. It has trillion-dollar potential. And it could be one of the stock market’s biggest winners this year. </p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Big Reasons a Huge Rally Is Right Around the Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Big Reasons a Huge Rally Is Right Around the Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/04/3-big-reasons-a-huge-rally-is-right-around-the-corner/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Fed pivot, which is the anticipated shift in the U.S. Federal Reserve’s monetary policy, from tightening to easing, has been long overdue, but three reasons suggest it is just around the corner....</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/04/3-big-reasons-a-huge-rally-is-right-around-the-corner/\">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":"道琼斯"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/04/3-big-reasons-a-huge-rally-is-right-around-the-corner/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329368890","content_text":"The Fed pivot, which is the anticipated shift in the U.S. Federal Reserve’s monetary policy, from tightening to easing, has been long overdue, but three reasons suggest it is just around the corner.Firstly, leading indicators of inflation, such as commodity prices and price survey data, are crashing, with the Philly Fed Survey’s Price index at a decade low. Every leading indicator of inflation has reverted to pre-pandemic levels, meaning inflation is on a course to 2% or lower.Secondly, shelter CPI accounts for about 35% of headline CPI and hasn’t posted a single monthly decline, but home prices and rents are dropping about as fast as they could. Home price and rent changes tend to lead shelter CPI inflation by about six to 12 months.Lastly, the current economic cycle is poised to enter a recession, and the stock market typically bottoms three to six months before a recession begins, resulting in a massive rally.It seems we’ve been talking about a “Fed Pivot” since last summer, and yet nearly a year later, the Fed is still hiking rates. However, the data strongly suggests that the highly anticipated and long overdue Fed pivot is just around the corner.When it does arrive, it could spark a massive stock market rally. You need to be prepared for this coming rally. But first, let’s look at three reasons why a Fed pause and huge stock market rally are right around the corner. Reason #1: Inflation Is CrashingFor some odd reason, the Fed thinks inflation is still high. News flash: It’s not (really). Sure, the headline consumer price index inflation rate is still 5%. That’s 2.5X the Fed’s 2% target. But the headline inflation rate – like most major economic data points – is a lagging indicator. It takes time for changes in economic activity, supply chains, borrowing capacity, and consumer spending to work their way into the final prices of goods. These things have lag effects. Forget the lagging headline inflation rate for a moment. Instead, let’s look at the leading indicators of inflation;things like price survey data and commodity prices. They’re all crashing! And they’ve all returned to pre-pandemic levels. Some are even hovering near all-time lows.For example, let’s look at the price data from yesterday morning’s Philadelphia Fed Business Outlook Survey. In that survey, the Philly Fed surveys a bunch of businesses in Pennsylvania, New Jersey, and Delaware areas to get a gauge of economic trends. One of the key questions is how prices paid for goods and services are trending. Another key question is how prices received for goods and services are trending.The Fed conducts this survey once a month. The April survey results were released yesterday. They showed that the Prices Paid index dropped from 23.5 to 8.2 in April. The Prices Received index dropped from 7.9 to negative 3.3. On a composite basis, the combined Price index dropped from 31.4 to 4.9 in April. Of course, that’s a steep fall. But here’s the big thing: At 4.9, the Price index is near all-time lows. You read that right. One of the most prominent leading indicators of inflation – the Philly Fed Survey’s Price index – hasn’t just returned back to pre-pandemic levels, but is now also plunging to a decade low. Inflation, folks, is dead. The Philly Fed survey data isn’t the only data point suggesting as much. Pretty much every other price index in every other Fed district survey has plunged back to pre-pandemic levels, as well. The Bloomberg Commodity Price Index has plunged more than 20% since June 2022. Oil prices have lost about half their value over that same stretch. Natural gas prices are plunging to all-time lows right now. Every leading indicator of inflation is pointing sharply downward at the current moment. More than that, every leading indicator of inflation has reverted to pre-pandemic levels. Many of them are at multi-year lows. That means just one thing, folks. Inflation may still be at 5% today, but it is on a predetermined course to 2% (and maybe even lower) within a few months. Reason #2: Inflation Will Keep CrashingThe most impressive thing about the current round of disinflation is that we’ve basically cut headline inflation rates in half – from over 9% to below 5% — without any help from the biggest component of inflation: shelter. Shelter CPI accounts for about 35% of the headline CPI. It is the biggest weighting in the calculation. Yet, shelter CPI rates have kept climbing.Since June 2022, headline CPI has dropped from 9.1% to 5%. Over that same time, shelter CPI has risen from 5.6% to 8.2%, and hasn’t posted a single monthly decline. We’ve cut inflation almost in half without any help from the biggest weighting in the CPI calculation.But that biggest weighting is about to collapse. Like headline CPI itself, shelter CPI is a lagging indicator. It takes time for lower home prices and rents to show up in the shelter CPI. But home prices and rents are dropping quickly. Last month, for example, the median sales price of an existing home in the U.S. was $375,000, down about 0.9% year-over-year. That 0.9% drop is the biggest annual price decline for homes since 2012.Zillow’s Observed Rent Index, meanwhile, has dis-inflated from about 17% a year ago, to less than 6% today. Home prices and rents are dropping about as fast as they could. Our analysis suggests these drops are about to show up in shelter CPI. That is, home price and rent changes tend to lead shelter CPI inflation by about six to 12 months. Considering that historical relationship, it looks inevitable that the collapse we’ve seen in home price and rent inflation will start to show up in a big way in shelter CPI numbers next month.We think the current 8.2% shelter CPI inflation rate will drop rapidly below 4% within the next three to four months. Again, that’s the biggest weighting in the CPI calculation. We’ve already basically cut inflation in half without shelter CPI dropping one ounce. As it starts to plunge like a rock into summer, overall CPI inflation rates should crater. We will likely see 2% inflation by late summer.Reason #3: The Labor Market Is CrackingWhile everyone is all caught up in the Fed’s fight with inflation, we must remember that the Fed has a dual mandate. They are mandated with fighting inflation and keeping people employed. The Fed has been able to stay aggressive with its fight against inflation because, thus far, it hasn’t really hurt the labor market. But that is changing right now. The labor market is showing signs of significant stress. Sure, the unemployment rate remains historically low. Again, though, that’s a lagging indicator. The best leading indicator of unemployment is weekly jobless claims – and, more specifically, weekly jobless claims in economically sensitive states. When a lot of people start to file jobless claims in economically sensitive states, that’s a sure-fire sign that the national labor market is on the edge – and a huge unemployment crisis could be at hand. That’s exactly where we are today. About one-third of states are currently reporting greater than 30% growth in continuing jobless claims.In other words, nearly one out of every three states is seeing jobless claims spike right now. That’s exactly what happens every time before the labor market cracks. The Fed has been able to duck for cover behind a super strong U.S. labor market for months now. That cover is disappearing. As it does, so will these rate hikes.  The Final WordThe Fed has a dual mandate: stable prices and full employment. From the perspective of that dual mandate, the Fed should wrap up its rate-hiking campaign very soon – likely by June. Inflation is crashing back toward 2% very rapidly, and the labor market is starting to crack in a very worrisome manner. With inflation crashing and the labor market deteriorating, a Fed pause is on deck. That’s bullish, because every single time the Fed has paused a traditional rate-hike campaign, the stock market rallied. Every single time. Which is more likely? That this is the first time in history the stock market doesn’t rally after the Fed pauses its rate-hike campaign, or that history repeats. We’re banking on the latter. We believe the stock market is prepping for a big rally into the summer. If that happens, then certain individual stocks will rally more than 100% over the next few months. Our job is to find those stocks. We think we’ve found just the ones. Specifically, there is a top-secret technology being developed by the U.S. government that could unlock the next generation of major societal advances – a technology that could be as profound and revolutionary as the discovery of fire. And one tiny company is developing the best form of this technology right now. This tiny stock could be the next Microsoft  or Nvidia . It has trillion-dollar potential. And it could be one of the stock market’s biggest winners this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949025161,"gmtCreate":1678251455753,"gmtModify":1678251459866,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Told ya ritel vs fed = ritel dead&nbsp;","listText":"Told ya ritel vs fed = ritel dead&nbsp;","text":"Told ya ritel vs fed = ritel dead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949025161","repostId":"2317410170","repostType":2,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951544987,"gmtCreate":1673530370549,"gmtModify":1676538851628,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Suddenly all my ts got hit&nbsp;","listText":"Suddenly all my ts got hit&nbsp;","text":"Suddenly all my ts got hit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951544987","repostId":"1123254057","repostType":2,"repost":{"id":"1123254057","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":1673530236,"share":"https://ttm.financial/m/news/1123254057?lang=&edition=fundamental","pubTime":"2023-01-12 21:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1123254057","media":"Tiger Newspress","summary":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly de","content":"<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</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>U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations</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\">\nU.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations\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\">2023-01-12 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123254057","content_text":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928665904,"gmtCreate":1671265788808,"gmtModify":1676538517728,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Bac&nbsp;","listText":"Bac&nbsp;","text":"Bac","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928665904","repostId":"2291029816","repostType":4,"repost":{"id":"2291029816","kind":"highlight","pubTimestamp":1671255896,"share":"https://ttm.financial/m/news/2291029816?lang=&edition=fundamental","pubTime":"2022-12-17 13:44","market":"us","language":"en","title":"5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2291029816","media":"Motley Fool","summary":"The Oracle of Omaha's $5.9 billion hidden portfolio is home to five amazing companies that are ripe for the picking.","content":"<html><head></head><body><p>Since becoming CEO of <b>Berkshire Hathaway</b> (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company&#39;s Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.</p><p>Riding Warren Buffett&#39;s coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.</p><p>In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett&#39;s &#34;secret portfolio.&#34;</p><p>Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it&#39;s required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett&#39;s secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.</p><h2>Johnson &amp; Johnson</h2><p>Considering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That&#39;s what makes healthcare stock <b>Johnson &amp; Johnson</b> (JNJ -1.26%) a screaming buy in 2023.</p><p>The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&amp;J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.</p><p>Another reason for Johnson &amp; Johnson&#39;s success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company&#39;s growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That&#39;s where the company&#39;s leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.</p><p>If you need one more reason to trust in Johnson &amp; Johnson, consider that it&#39;s one of just two publicly traded companies with the highly coveted AAA credit rating from Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>.</p><h2>Visa</h2><p>Payment processor <b>Visa</b> (V -2.54%) is a second stellar stock in Warren Buffett&#39;s secret portfolio that&#39;s a surefire buy in 2023.</p><p>Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it&#39;s important to understand that Visa has time on its side. Historically, recessions don&#39;t last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.</p><p>It also doesn&#39;t hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.</p><p>Don&#39;t overlook Visa&#39;s international opportunity, either. Since most global transactions are still being conducted in cash, there&#39;s ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Walt Disney.</p><h2>Walt Disney</h2><p>The third phenomenal stock in Warren Buffett&#39;s secret portfolio that makes for a smart buy in 2023 is media behemoth <b>Walt Disney</b> (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can&#39;t be ignored.</p><p>What&#39;s really impressive about Walt Disney is the way it&#39;s able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.</p><p>But it&#39;s the company&#39;s streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney&#39;s characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.</p><p>And don&#39;t forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the &#34;House of Mouse&#34; and spearheaded Disney&#39;s growth for decades. Expect more of the same as long as he has the reins.</p><h2>Bank of America</h2><p>Money-center giant <b>Bank of America</b> (BAC -1.58%) is the fourth amazing company in Warren Buffett&#39;s secret portfolio that&#39;s begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.</p><p>To begin with, BofA has been benefiting from the Federal Reserve&#39;s aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.</p><p>As I&#39;ve previously pointed out, Bank of America&#39;s digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.</p><p>The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it&#39;s not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.</p><h2>PayPal Holdings</h2><p>The fifth phenomenal stock in Warren Buffett&#39;s secret portfolio that&#39;s a screaming buy in 2023 is fintech stock <b>PayPal Holdings</b> (PYPL -3.94%).</p><p>Despite inflation attacking the pocketbooks of low-earning workers, PayPal&#39;s digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.</p><p>Equally important is PayPal&#39;s innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced &#34;Pay Monthly,&#34; which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company&#39;s operating expenses in 2023, PayPal isn&#39;t skimping on innovation.</p><p>But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That&#39;s up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","V":"Visa","BAC":"美国银行","PYPL":"PayPal","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291029816","content_text":"Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company's Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.Riding Warren Buffett's coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett's \"secret portfolio.\"Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it's required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett's secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.Johnson & JohnsonConsidering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That's what makes healthcare stock Johnson & Johnson (JNJ -1.26%) a screaming buy in 2023.The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.Another reason for Johnson & Johnson's success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company's growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That's where the company's leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.If you need one more reason to trust in Johnson & Johnson, consider that it's one of just two publicly traded companies with the highly coveted AAA credit rating from Standard & Poor's, a division of S&P Global.VisaPayment processor Visa (V -2.54%) is a second stellar stock in Warren Buffett's secret portfolio that's a surefire buy in 2023.Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it's important to understand that Visa has time on its side. Historically, recessions don't last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.It also doesn't hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.Don't overlook Visa's international opportunity, either. Since most global transactions are still being conducted in cash, there's ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.Image source: Walt Disney.Walt DisneyThe third phenomenal stock in Warren Buffett's secret portfolio that makes for a smart buy in 2023 is media behemoth Walt Disney (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can't be ignored.What's really impressive about Walt Disney is the way it's able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.But it's the company's streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney's characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.And don't forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the \"House of Mouse\" and spearheaded Disney's growth for decades. Expect more of the same as long as he has the reins.Bank of AmericaMoney-center giant Bank of America (BAC -1.58%) is the fourth amazing company in Warren Buffett's secret portfolio that's begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.To begin with, BofA has been benefiting from the Federal Reserve's aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.As I've previously pointed out, Bank of America's digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it's not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.PayPal HoldingsThe fifth phenomenal stock in Warren Buffett's secret portfolio that's a screaming buy in 2023 is fintech stock PayPal Holdings (PYPL -3.94%).Despite inflation attacking the pocketbooks of low-earning workers, PayPal's digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.Equally important is PayPal's innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced \"Pay Monthly,\" which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company's operating expenses in 2023, PayPal isn't skimping on innovation.But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That's up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987674528,"gmtCreate":1667908929965,"gmtModify":1676537982963,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Welcome to the penny stock","listText":"Welcome to the penny stock","text":"Welcome to the penny stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987674528","repostId":"1188013809","repostType":4,"repost":{"id":"1188013809","kind":"news","pubTimestamp":1667921719,"share":"https://ttm.financial/m/news/1188013809?lang=&edition=fundamental","pubTime":"2022-11-08 23:35","market":"us","language":"en","title":"Palantir Technologies: Another One In Trouble","url":"https://stock-news.laohu8.com/highlight/detail?id=1188013809","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Pa","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.</li><li>However, Palantir&#39;s Q4 YoY revenue growth is expected to slow to 16%.</li><li>This seems quite aggressive compared to management&#39;s goal of growing Palantir into a $4.5-billion business by 2025.</li><li>As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.</li><li>Avoid Palantir stock at all costs.</li></ul><p><b>Palantir Q3 results and Q4 outlook were both in line with expectations</b></p><p>Palantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.</p><p><img src=\"https://static.tigerbbs.com/151320348f53f214f03305b0df96ffa7\" tg-width=\"873\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>ConsensusGuru</p><p>For Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir&#39;s revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.</p><p>While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.</p><p><b>But why doesn&#39;t the market care?</b></p><p>Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.</p><p>The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there&#39;s really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.</p><p>This is where Palantir&#39;s history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company &#34;profitable.&#34;</p><p><img src=\"https://static.tigerbbs.com/16e0caa3f6a7da73bf0d90d4b55b7fda\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In the first 9 months of 2022, Palantir&#39;s reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn&#39;t require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.</p><p><b>What to do with the stock?</b></p><p>Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let&#39;s also not forget that the CEO&#39;s ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.</p><p>With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it&#39;ll be a painful process when expectations receive further adjustments to come in line with reality.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies: Another One In Trouble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies: Another One In Trouble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188013809","content_text":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to management's goal of growing Palantir into a $4.5-billion business by 2025.As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.Avoid Palantir stock at all costs.Palantir Q3 results and Q4 outlook were both in line with expectationsPalantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.ConsensusGuruFor Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir's revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.But why doesn't the market care?Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there's really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.This is where Palantir's history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company \"profitable.\"Company dataIn the first 9 months of 2022, Palantir's reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn't require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.What to do with the stock?Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let's also not forget that the CEO's ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it'll be a painful process when expectations receive further adjustments to come in line with reality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276853915414752,"gmtCreate":1708617299783,"gmtModify":1708617304363,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"I think i will pass for nvdia... Still many hidden gem in market&nbsp;","listText":"I think i will pass for nvdia... Still many hidden gem in market&nbsp;","text":"I think i will pass for nvdia... Still many hidden gem in market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276853915414752","repostId":"2413260971","repostType":2,"repost":{"id":"2413260971","kind":"highlight","pubTimestamp":1708615599,"share":"https://ttm.financial/m/news/2413260971?lang=&edition=fundamental","pubTime":"2024-02-22 23:26","market":"us","language":"en","title":"What Bubble? Nvidia Profits Are Rising Even More Than Its Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2413260971","media":"Bloomberg","summary":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market tha","content":"<html><head></head><body><ul style=\"\"><li><p>New guidance set to push down stock’s price-to-earnings ratio</p></li><li><p>Seeing Nvidia as too expensive a ‘huge mistake’: Main Street</p></li></ul><p>Nvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.</p><p>All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.</p><p>“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”</p><p>Put another way, Nvidia’s earnings have been growing even faster than the stock.</p><p>Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/505e79ecf9938a1967e7f5b7a8a70722\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.</p><p>While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.</p><p>“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.</p><p>Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.</p><p>“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”</p><p>To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.</p><p>“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”</p><p>But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.</p><p>“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Bubble? Nvidia Profits Are Rising Even More Than Its Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Bubble? Nvidia Profits Are Rising Even More Than Its Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4581":"高盛持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4567":"ESG概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4529":"IDC概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413260971","content_text":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”Put another way, Nvidia’s earnings have been growing even faster than the stock.Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956726380,"gmtCreate":1674216942641,"gmtModify":1676538931059,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Cloudy 2023 ? Or even another storm in economic&nbsp;","listText":"Cloudy 2023 ? Or even another storm in economic&nbsp;","text":"Cloudy 2023 ? Or even another storm in economic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956726380","repostId":"2304324623","repostType":2,"repost":{"id":"2304324623","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674201741,"share":"https://ttm.financial/m/news/2304324623?lang=&edition=fundamental","pubTime":"2023-01-20 16:02","market":"us","language":"en","title":"The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters","url":"https://stock-news.laohu8.com/highlight/detail?id=2304324623","media":"Dow Jones","summary":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress","content":"<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</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>The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-20 16:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304324623","content_text":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927334478,"gmtCreate":1672394633694,"gmtModify":1676538684499,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Dcb&nbsp;","listText":"Dcb&nbsp;","text":"Dcb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927334478","repostId":"2295554929","repostType":2,"repost":{"id":"2295554929","kind":"highlight","pubTimestamp":1672415137,"share":"https://ttm.financial/m/news/2295554929?lang=&edition=fundamental","pubTime":"2022-12-30 23:45","market":"us","language":"en","title":"Tesla: Buy The Bloodbath","url":"https://stock-news.laohu8.com/highlight/detail?id=2295554929","media":"Seekingalpha","summary":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short int","content":"<html><head></head><body><h3><b>Summary</b></h3><ul><li>Tesla has seen an accelerating decline in December with the stock losing 42%.</li><li>Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.</li><li>However, Tesla has a very attractive valuation and risk profile right now.</li></ul><p>A unique buying opportunity has revealed itself for shares of electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk&#39;s time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China&#39;s economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.</p><h2>Tesla is ending a terrible year with its worst monthly performance ever</h2><p>Tesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla&#39;s shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.</p><p><img src=\"https://static.tigerbbs.com/b016866b26d76d99fd4332604cbff3fd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Controversies are weighing on Tesla&#39;s valuation, soaring short interest</h2><p>There are multiple controversies that played a role in Tesla&#39;s stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla&#39;s Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won&#39;t sell any more shares over the next 18-24 months, investors don&#39;t seem to believe it, at least for now.</p><p><img src=\"https://static.tigerbbs.com/f395d39826c8e23997eeb11280dd73cf\" tg-width=\"640\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/></p><p>Source: Electrek</p><p>Additionally, a big problem for Tesla has been that short sellers took advantage of Tesla&#39;s downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.</p><p><img src=\"https://static.tigerbbs.com/573fa987e96d402354e65cdec79cde4c\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance</p><p>But putting all this noise aside, I believe investors that focus on Tesla&#39;s achievements in the EV industry and potential for long-term growth actually get really good value now.</p><h2>Tesla&#39;s factory output in China recovered and reached a fresh high</h2><p>After multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla&#39;s Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!</p><p></p><p><img src=\"https://static.tigerbbs.com/7d60d5fc681c7265ba2a21f440844f2e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs</p><p>The broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla&#39;s growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm&#39;s valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.</p><h2>Is Tesla&#39;s unprecedented price drop alone a reason to buy the shares?</h2><p>The 42% decline in Tesla&#39;s valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm&#39;s valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla&#39;s execution (Twitter distraction, stock sales) or of only temporary nature, such as China&#39;s factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.</p><p>Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that&#39;s despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.</p><p><img src=\"https://static.tigerbbs.com/08d92a1d38d6366b57078028e1112f60\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Given the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla&#39;s revenue estimates. The trend for Tesla&#39;s revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.</p><p><img src=\"https://static.tigerbbs.com/8d3d31f4107435d218d22ae093fe331b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Based off of revenues, Tesla is also looking increasingly attractive with the firm&#39;s revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.</p><p><img src=\"https://static.tigerbbs.com/abd29ac0744982704419373383495922\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Right now, Tesla&#39;s forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.</p><p><img src=\"https://static.tigerbbs.com/2f7b416c0976165ab4b552eeefb86682\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Tesla is oversold</h2><p>What makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn&#39;t been this technically oversold in at least a year. While I don&#39;t decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla&#39;s soaring short interest).</p><p><img src=\"https://static.tigerbbs.com/715da9e1d601b67ca63adac3a1600654\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks with Tesla</h2><p>There are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla&#39;s share price, but likely only in the near term as the recovery in Tesla&#39;s China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla&#39;s short interest may remain high in the short term as bears seek to exploit Tesla&#39;s draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.</p><h2>Final thoughts</h2><p>Tesla had a terrible December with the price of the EV firm&#39;s shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla&#39;s shares ever. There are reasons for the decline in Tesla&#39;s market cap, but none, I believe, are related to either Tesla&#39;s execution or Tesla&#39;s growth prospects. The fact that Tesla&#39;s short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.</p><p>The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market&#39;s focus returns to Tesla&#39;s improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!</p></body></html>","source":"seekingalpha","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>Tesla: Buy The Bloodbath</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\">\nTesla: Buy The Bloodbath\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2295554929","content_text":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.However, Tesla has a very attractive valuation and risk profile right now.A unique buying opportunity has revealed itself for shares of electric vehicle company Tesla which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk's time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China's economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.Tesla is ending a terrible year with its worst monthly performance everTesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla's shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.Data by YChartsControversies are weighing on Tesla's valuation, soaring short interestThere are multiple controversies that played a role in Tesla's stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla's Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won't sell any more shares over the next 18-24 months, investors don't seem to believe it, at least for now.Source: ElectrekAdditionally, a big problem for Tesla has been that short sellers took advantage of Tesla's downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.Source: Yahoo FinanceBut putting all this noise aside, I believe investors that focus on Tesla's achievements in the EV industry and potential for long-term growth actually get really good value now.Tesla's factory output in China recovered and reached a fresh highAfter multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla's Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!Source: InsideEVsThe broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla's growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm's valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.Is Tesla's unprecedented price drop alone a reason to buy the shares?The 42% decline in Tesla's valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm's valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla's execution (Twitter distraction, stock sales) or of only temporary nature, such as China's factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that's despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.Data by YChartsGiven the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla's revenue estimates. The trend for Tesla's revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.Data by YChartsBased off of revenues, Tesla is also looking increasingly attractive with the firm's revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.Data by YChartsRight now, Tesla's forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.Data by YChartsTesla is oversoldWhat makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn't been this technically oversold in at least a year. While I don't decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla's soaring short interest).Data by YChartsRisks with TeslaThere are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla's share price, but likely only in the near term as the recovery in Tesla's China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla's short interest may remain high in the short term as bears seek to exploit Tesla's draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.Final thoughtsTesla had a terrible December with the price of the EV firm's shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla's shares ever. There are reasons for the decline in Tesla's market cap, but none, I believe, are related to either Tesla's execution or Tesla's growth prospects. The fact that Tesla's short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market's focus returns to Tesla's improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922574553,"gmtCreate":1671811207073,"gmtModify":1676538597894,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Toxic news&nbsp;","listText":"Toxic news&nbsp;","text":"Toxic news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922574553","repostId":"2293589941","repostType":2,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949794280,"gmtCreate":1678878230941,"gmtModify":1678878234779,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"Dcb now cb&nbsp;","listText":"Dcb now cb&nbsp;","text":"Dcb now cb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949794280","repostId":"1170735488","repostType":2,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951068458,"gmtCreate":1673359621374,"gmtModify":1676538823782,"author":{"id":"4123975168941882","authorId":"4123975168941882","name":"lars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123975168941882","idStr":"4123975168941882"},"themes":[],"htmlText":"So rally or not","listText":"So rally or not","text":"So rally or not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951068458","repostId":"1150400563","repostType":2,"repost":{"id":"1150400563","kind":"news","pubTimestamp":1673359337,"share":"https://ttm.financial/m/news/1150400563?lang=&edition=fundamental","pubTime":"2023-01-10 22:02","market":"us","language":"en","title":"Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition","url":"https://stock-news.laohu8.com/highlight/detail?id=1150400563","media":"The Wall Street Journal","summary":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/76f4b771dee982b9c4ca47490cef716f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.</p><p>“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”</p><p>The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.</p><p>Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.</p><p>The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.</p><p>Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.</p><p>The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.</p><p>Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”</p><p>Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.</p><p>In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”</p><p>In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.</p><p>Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.</p><p>“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”</p><p></p></body></html>","source":"wsj_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>Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition</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\">\nJerome Powell Says Bringing Down Inflation Could Fuel Political Opposition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150400563","content_text":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}