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2022-11-11

i see

CPI: A Relief For Markets But Details Only Moderately Bullish

2022-11-04

hmmm

U.S. Payrolls Surged By 261,000 in October, Better Than Expected As Hiring Remains Strong

2022-11-09

ok

Tesla Loses Valuation Race to Berkshire as Growth Stocks Sputter

2022-11-10

nice

Mega-Cap Stocks Soaring after Upbeat Inflation Data, with Tesla Jumping 8%

2023-04-13

:)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare

2023-04-13

Great ariticle, would you like to share it?

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2022-11-08

hmmm

Tesla Bears Could Get Hammered Here

Go to Tiger App to see more news

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fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","listText":":)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","text":":)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945910118","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945910063,"gmtCreate":1681346303353,"gmtModify":1681346305154,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945910063","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960205088,"gmtCreate":1668159108644,"gmtModify":1676538022573,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"i see","listText":"i 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see","listText":"i see","text":"i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960205088","repostId":"1129448010","repostType":4,"repost":{"id":"1129448010","kind":"news","pubTimestamp":1668180841,"share":"https://ttm.financial/m/news/1129448010?lang=&edition=fundamental","pubTime":"2022-11-11 23:34","market":"us","language":"en","title":"CPI: A Relief For Markets But Details Only Moderately Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1129448010","media":"Seeking Alpha","summary":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI)","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).</li><li>All Items and Core CPI inflation were significantly below expectations.</li><li>Results were significantly impacted by &#34;one-off&#34; results in a few volatile items.</li><li>Overall, the report should be received with &#34;relief&#34; by bond and equity markets.  This month’s CPI should provide a &#34;window of opportunity&#34; - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.</li></ul><p><b>Summary Data and Analysis</b></p><p>Figure 1 below highlights key summary data and analysis for this month’s All Items CPI.</p><p><b>Figure 1: All Items: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/ac944013c561cbd51419e48b3b0191d4\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>All Items CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.</p><p>Figure 2 below highlights key summary data and analysis for this month’s Core CPI.</p><p><b>Figure 2: Core: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/6f264b104d5a955d3fb515054f5dece2\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>Core CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.</p><p><b>Analysis of Contributions of Key Aggregate Components of CPI</b></p><p>In Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.</p><p><b>Figure 3: Analysis of Key Aggregate Components of CPI</b></p><p><img src=\"https://static.tigerbbs.com/8c424208ff68f6001105ee86af25625a\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\"/></p><p>Aggregate CPI Component Analysis(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>We will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.</p><p>As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.</p><p><b>Analysis of CPI Components that Contributed Most to Change &amp; Acceleration of CPI</b></p><p>In the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.</p><p><b>Figure 4: Top Contributors to MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/1c5eb11c7ef16be2432eb9d0345e7896\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>One thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered &#34;one-offs&#34;. For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.</p><p>In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.</p><p><b>Figure 5: Top Contributors to MoM Acceleration</b></p><p><img src=\"https://static.tigerbbs.com/12530cb431b76e29e34a948288b58b42\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Acceleration Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>As can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and &#34;surprise&#34; for the month.</p><p>Also, somewhat notable, was the deceleration in Owner&#39;s Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.</p><p>It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.</p><p><b>Top Movers</b></p><p>In Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.</p><p><b>Figure 6: Top Movers MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/d770ddfdf887ba1577ae1e942d27d45e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Movers(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p><b>Implications for Policy and Economic Performance</b></p><p>In this section, we review the potential implications of this month’s CPI report on policy (monetary &amp; or fiscal) and the overall outlook for the US economy.</p><p><b>Impact on Policy.</b> On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.</p><p><b>Impact on Economic Performance.</b> On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.</p><p><b>Potential Financial Markets’ Impact</b></p><p>The CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.</p><p>This month&#39;s report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.</p><p>I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.</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>CPI: A Relief For Markets But Details Only Moderately Bullish</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\">\nCPI: A Relief For Markets But Details Only Moderately Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish\">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://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129448010","content_text":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were significantly below expectations.Results were significantly impacted by \"one-off\" results in a few volatile items.Overall, the report should be received with \"relief\" by bond and equity markets.  This month’s CPI should provide a \"window of opportunity\" - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.Summary Data and AnalysisFigure 1 below highlights key summary data and analysis for this month’s All Items CPI.Figure 1: All Items: Change, Acceleration, Expectations & SurpriseAll Items CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.Figure 2 below highlights key summary data and analysis for this month’s Core CPI.Figure 2: Core: Change, Acceleration, Expectations & SurpriseCore CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.Analysis of Contributions of Key Aggregate Components of CPIIn Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.Figure 3: Analysis of Key Aggregate Components of CPIAggregate CPI Component Analysis(BLS, Investor Acumen)Source: BLS, Investor AcumenWe will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.Analysis of CPI Components that Contributed Most to Change & Acceleration of CPIIn the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.Figure 4: Top Contributors to MoM Percent ChangeTop CPI Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenOne thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered \"one-offs\". For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.Figure 5: Top Contributors to MoM AccelerationTop CPI Acceleration Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenAs can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and \"surprise\" for the month.Also, somewhat notable, was the deceleration in Owner's Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.Top MoversIn Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.Figure 6: Top Movers MoM Percent ChangeTop CPI Movers(BLS, Investor Acumen)Source: BLS, Investor AcumenImplications for Policy and Economic PerformanceIn this section, we review the potential implications of this month’s CPI report on policy (monetary & or fiscal) and the overall outlook for the US economy.Impact on Policy. On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.Impact on Economic Performance. On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.Potential Financial Markets’ ImpactThe CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.This month's report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984128800,"gmtCreate":1667572239800,"gmtModify":1676537939355,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"hmmm&nbsp;","listText":"hmmm&nbsp;","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984128800","repostId":"1156413946","repostType":4,"repost":{"id":"1156413946","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":1667565009,"share":"https://ttm.financial/m/news/1156413946?lang=&edition=fundamental","pubTime":"2022-11-04 20:30","market":"us","language":"en","title":"U.S. Payrolls Surged By 261,000 in October, Better Than Expected As Hiring Remains Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1156413946","media":"Tiger Newspress","summary":"The U.S. economy created 261,000 jobs in October, the Labor Department reported on Friday, exceeding","content":"<html><head></head><body><p>The U.S. economy created 261,000 jobs in October, the Labor Department reported on Friday, exceeding expectations and showing just how strong the labor market remains despite rising interest rates and high inflation.</p><p>Economists had expected the U.S. economy gained 200,000 jobs last month. The unemployment rate increased slightly to 3.7%, compared with 3.5% in September and the 3.6% consensus call among analysts surveyed by FactSet.</p><p>Job growth likely cooled slightly in October as U.S. employers added jobs at a slower but still-healthy pace. That would reflect continued strength in a labor market that has so far proved remarkably resilient at a time of rising interest rates and higher prices.</p><p>Economists forecast that the U.S. economy added 200,000 jobs last month, consensus expectations show, which compares with 263,000 jobs added in September. October would mark the third straight month of declines in the pace of job growth. It would also bring the number of jobs created over the month to the lowest level since December 2020, when the economy shed jobs.</p><p>That pace of job growth would still show significant strength in labor demand, even though the economy has begun to offer signs of broader slowing. Economists expect the unemployment rate to hold steady at 3.5% in October, matching its September rate and prepandemic low.</p><p>A jobs report roughly in line with consensus expectations will do little to convince the Federal Reserve that the labor market is beginning to cool, particularly because it will cap off a week of fresh jobs data that showed strength across the board. A survey released by the payroll processing company ADP on Wednesday estimated 239,000 jobs were added in October, well above expectations for 185,000 jobs.</p><p>And a government report released Tuesday showed job openings increased in September to 10.6 million, up from 10.1 million the month before—a sign of rising labor demand. “This looks like a job market that’s ramping up, not slowing down,” Layla O’Kane, a senior economist with Lightcast, said this week after the openings data was released.</p><p>That poses a problem for the Fed, which wants to see dramatically less activity in the labor market as it attempts to tackle rising inflation. Chairman Jerome Powell told reporters on Wednesday that he believes the labor market is “overheated” and that he wants to see job openings and quits falling significantly.</p><p>“We keep looking for signs that sort of the beginning of a gradual softening is happening,” Powell said at a press conference. “Maybe that’s there, but it’s not obvious to me.”</p><p>One data point worth keeping an eye on in Friday’s report: wages. Average hourly earnings have climbed roughly 0.3% in each of the past two months, and economists expect a similar pace of wage increases for October. The Fed doesn’t want to see wages leveling off at that pace, however; Powell was clear on Wednesday that he would rather see them start to come down.</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. Payrolls Surged By 261,000 in October, Better Than Expected As Hiring Remains Strong</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. Payrolls Surged By 261,000 in October, Better Than Expected As Hiring Remains Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-04 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. economy created 261,000 jobs in October, the Labor Department reported on Friday, exceeding expectations and showing just how strong the labor market remains despite rising interest rates and high inflation.</p><p>Economists had expected the U.S. economy gained 200,000 jobs last month. The unemployment rate increased slightly to 3.7%, compared with 3.5% in September and the 3.6% consensus call among analysts surveyed by FactSet.</p><p>Job growth likely cooled slightly in October as U.S. employers added jobs at a slower but still-healthy pace. That would reflect continued strength in a labor market that has so far proved remarkably resilient at a time of rising interest rates and higher prices.</p><p>Economists forecast that the U.S. economy added 200,000 jobs last month, consensus expectations show, which compares with 263,000 jobs added in September. October would mark the third straight month of declines in the pace of job growth. It would also bring the number of jobs created over the month to the lowest level since December 2020, when the economy shed jobs.</p><p>That pace of job growth would still show significant strength in labor demand, even though the economy has begun to offer signs of broader slowing. Economists expect the unemployment rate to hold steady at 3.5% in October, matching its September rate and prepandemic low.</p><p>A jobs report roughly in line with consensus expectations will do little to convince the Federal Reserve that the labor market is beginning to cool, particularly because it will cap off a week of fresh jobs data that showed strength across the board. A survey released by the payroll processing company ADP on Wednesday estimated 239,000 jobs were added in October, well above expectations for 185,000 jobs.</p><p>And a government report released Tuesday showed job openings increased in September to 10.6 million, up from 10.1 million the month before—a sign of rising labor demand. “This looks like a job market that’s ramping up, not slowing down,” Layla O’Kane, a senior economist with Lightcast, said this week after the openings data was released.</p><p>That poses a problem for the Fed, which wants to see dramatically less activity in the labor market as it attempts to tackle rising inflation. Chairman Jerome Powell told reporters on Wednesday that he believes the labor market is “overheated” and that he wants to see job openings and quits falling significantly.</p><p>“We keep looking for signs that sort of the beginning of a gradual softening is happening,” Powell said at a press conference. “Maybe that’s there, but it’s not obvious to me.”</p><p>One data point worth keeping an eye on in Friday’s report: wages. Average hourly earnings have climbed roughly 0.3% in each of the past two months, and economists expect a similar pace of wage increases for October. The Fed doesn’t want to see wages leveling off at that pace, however; Powell was clear on Wednesday that he would rather see them start to come down.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156413946","content_text":"The U.S. economy created 261,000 jobs in October, the Labor Department reported on Friday, exceeding expectations and showing just how strong the labor market remains despite rising interest rates and high inflation.Economists had expected the U.S. economy gained 200,000 jobs last month. The unemployment rate increased slightly to 3.7%, compared with 3.5% in September and the 3.6% consensus call among analysts surveyed by FactSet.Job growth likely cooled slightly in October as U.S. employers added jobs at a slower but still-healthy pace. That would reflect continued strength in a labor market that has so far proved remarkably resilient at a time of rising interest rates and higher prices.Economists forecast that the U.S. economy added 200,000 jobs last month, consensus expectations show, which compares with 263,000 jobs added in September. October would mark the third straight month of declines in the pace of job growth. It would also bring the number of jobs created over the month to the lowest level since December 2020, when the economy shed jobs.That pace of job growth would still show significant strength in labor demand, even though the economy has begun to offer signs of broader slowing. Economists expect the unemployment rate to hold steady at 3.5% in October, matching its September rate and prepandemic low.A jobs report roughly in line with consensus expectations will do little to convince the Federal Reserve that the labor market is beginning to cool, particularly because it will cap off a week of fresh jobs data that showed strength across the board. A survey released by the payroll processing company ADP on Wednesday estimated 239,000 jobs were added in October, well above expectations for 185,000 jobs.And a government report released Tuesday showed job openings increased in September to 10.6 million, up from 10.1 million the month before—a sign of rising labor demand. “This looks like a job market that’s ramping up, not slowing down,” Layla O’Kane, a senior economist with Lightcast, said this week after the openings data was released.That poses a problem for the Fed, which wants to see dramatically less activity in the labor market as it attempts to tackle rising inflation. Chairman Jerome Powell told reporters on Wednesday that he believes the labor market is “overheated” and that he wants to see job openings and quits falling significantly.“We keep looking for signs that sort of the beginning of a gradual softening is happening,” Powell said at a press conference. “Maybe that’s there, but it’s not obvious to me.”One data point worth keeping an eye on in Friday’s report: wages. Average hourly earnings have climbed roughly 0.3% in each of the past two months, and economists expect a similar pace of wage increases for October. The Fed doesn’t want to see wages leveling off at that pace, however; Powell was clear on Wednesday that he would rather see them start to come down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987405816,"gmtCreate":1667957055935,"gmtModify":1676537989924,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987405816","repostId":"2282310948","repostType":4,"repost":{"id":"2282310948","kind":"highlight","pubTimestamp":1667954875,"share":"https://ttm.financial/m/news/2282310948?lang=&edition=fundamental","pubTime":"2022-11-09 08:47","market":"us","language":"en","title":"Tesla Loses Valuation Race to Berkshire as Growth Stocks Sputter","url":"https://stock-news.laohu8.com/highlight/detail?id=2282310948","media":"Bloomberg","summary":"EV maker loses over $360 billion in market cap from Sept. highBerkshire outranks Tesla amid a surge ","content":"<html><head></head><body><ul><li>EV maker loses over $360 billion in market cap from Sept. high</li><li>Berkshire outranks Tesla amid a surge in value equities</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc6ec4d9131830b317f10407d1a9ba88\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A Tesla store in San Francisco.Photographer: David Paul Morris/Bloomberg</span></p><p>After a $360 billion rout, Tesla Inc. has just been supplanted by old-economy stalwart Berkshire Hathaway Inc. as the fifth-biggest company in the S&amp;P 500 Index.</p><p>The Elon Musk-led electric-vehicle maker’s shares closed with a market valuation of $604 billion Tuesday, versus nearly $645 billion for Warren Buffett’s conglomerate, underscoring this year’s great economic upheaval as former high-flying technology stocks plunge anew while industrial companies outperform.</p><p>A former member of the $1 trillion capitalization club as recently as this April, Tesla has succumbed to a fresh drawdown since September. Thank a hawkish Federal Reserve that’s sending growth stocks ever lower -- and the backlash caused by Musk’s mercurial acquisition of social-media giant Twitter Inc.</p><p>“Berkshire has branded itself as an American bedrock, a place to hide when one is uncertain about the future,” said Catherine Faddis, chief investment officer of Grace Capital.</p><p><img src=\"https://static.tigerbbs.com/8e80011542fcc4c9c023a08fb3c31b34\" tg-width=\"966\" tg-height=\"489\" width=\"100%\" height=\"auto\"/></p><p>The US stock market is witnessing the end of an era when richly priced tech companies with aggressive future growth plans could do no wrong. Rising interest rates are spurring investors to bid up value firms that offer stable cash flows in the here and now, while the relative resilience of the industrial and consumption cycle is proving a boon for steady and stable businesses.</p><p>The Dow Jones Industrial Average is far outperforming both the benchmark S&amp;P 500 Index and the technology-heavy Nasdaq 100 Index, while Tesla’s 46% slide this year compares with a just a 2% drop for Berkshire.</p><p>Meanwhile the four big technology companies -- Apple Inc., Microsoft Corp., Google-parent Alphabet Inc. and Amazon.com Inc. -- have all fallen at least 20% so far in 2022.</p><p><img src=\"https://static.tigerbbs.com/46e8c331b3f0dade3f695be53aeeb414\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Faddis also notes that Berkshire is hard to value in the current economic climate, given its holdings in growth companies like Apple and Microsoft, in addition to value stocks like American Express. The conglomerate also holds positions in privately held entities that are involved in everything from insurance and railroads to electric utilities.</p><p>“This is a great representation of slow and steady wins the race in the current environment,” said Arthur Hogan, chief market strategist at B. Riley Wealth. “Value has underperformed growth for the better part of a decade, but the tide has certainly shifted this year and likely will continue into next year.”</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>Tesla Loses Valuation Race to Berkshire as Growth Stocks Sputter</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 Loses Valuation Race to Berkshire as Growth Stocks Sputter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-08/tesla-loses-valuation-race-to-berkshire-as-growth-stocks-sputter?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EV maker loses over $360 billion in market cap from Sept. highBerkshire outranks Tesla amid a surge in value equitiesA Tesla store in San Francisco.Photographer: David Paul Morris/BloombergAfter a $...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-08/tesla-loses-valuation-race-to-berkshire-as-growth-stocks-sputter?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":{"TSLA":"特斯拉","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-08/tesla-loses-valuation-race-to-berkshire-as-growth-stocks-sputter?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282310948","content_text":"EV maker loses over $360 billion in market cap from Sept. highBerkshire outranks Tesla amid a surge in value equitiesA Tesla store in San Francisco.Photographer: David Paul Morris/BloombergAfter a $360 billion rout, Tesla Inc. has just been supplanted by old-economy stalwart Berkshire Hathaway Inc. as the fifth-biggest company in the S&P 500 Index.The Elon Musk-led electric-vehicle maker’s shares closed with a market valuation of $604 billion Tuesday, versus nearly $645 billion for Warren Buffett’s conglomerate, underscoring this year’s great economic upheaval as former high-flying technology stocks plunge anew while industrial companies outperform.A former member of the $1 trillion capitalization club as recently as this April, Tesla has succumbed to a fresh drawdown since September. Thank a hawkish Federal Reserve that’s sending growth stocks ever lower -- and the backlash caused by Musk’s mercurial acquisition of social-media giant Twitter Inc.“Berkshire has branded itself as an American bedrock, a place to hide when one is uncertain about the future,” said Catherine Faddis, chief investment officer of Grace Capital.The US stock market is witnessing the end of an era when richly priced tech companies with aggressive future growth plans could do no wrong. Rising interest rates are spurring investors to bid up value firms that offer stable cash flows in the here and now, while the relative resilience of the industrial and consumption cycle is proving a boon for steady and stable businesses.The Dow Jones Industrial Average is far outperforming both the benchmark S&P 500 Index and the technology-heavy Nasdaq 100 Index, while Tesla’s 46% slide this year compares with a just a 2% drop for Berkshire.Meanwhile the four big technology companies -- Apple Inc., Microsoft Corp., Google-parent Alphabet Inc. and Amazon.com Inc. -- have all fallen at least 20% so far in 2022.Faddis also notes that Berkshire is hard to value in the current economic climate, given its holdings in growth companies like Apple and Microsoft, in addition to value stocks like American Express. The conglomerate also holds positions in privately held entities that are involved in everything from insurance and railroads to electric utilities.“This is a great representation of slow and steady wins the race in the current environment,” said Arthur Hogan, chief market strategist at B. Riley Wealth. “Value has underperformed growth for the better part of a decade, but the tide has certainly shifted this year and likely will continue into next year.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960199440,"gmtCreate":1668090436280,"gmtModify":1676538010912,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960199440","repostId":"1100485786","repostType":2,"repost":{"id":"1100485786","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":1668089904,"share":"https://ttm.financial/m/news/1100485786?lang=&edition=fundamental","pubTime":"2022-11-10 22:18","market":"us","language":"en","title":"Mega-Cap Stocks Soaring after Upbeat Inflation Data, with Tesla Jumping 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100485786","media":"Tiger Newspress","summary":"Mega-Cap stocks soaring after upbeat inflation data, with Tesla jumping 8%.","content":"<html><head></head><body><p>Mega-Cap stocks soaring after upbeat inflation data, with Tesla jumping 8%.<img src=\"https://static.tigerbbs.com/53d605c6c3686f2b3e16725ef8b19b4d\" tg-width=\"403\" tg-height=\"466\" 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>Mega-Cap Stocks Soaring after Upbeat Inflation Data, with Tesla Jumping 8%</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; 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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\">\nMega-Cap Stocks Soaring after Upbeat Inflation Data, with Tesla Jumping 8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-10 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mega-Cap stocks soaring after upbeat inflation data, with Tesla jumping 8%.<img src=\"https://static.tigerbbs.com/53d605c6c3686f2b3e16725ef8b19b4d\" tg-width=\"403\" tg-height=\"466\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100485786","content_text":"Mega-Cap stocks soaring after upbeat inflation data, with Tesla jumping 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945910118,"gmtCreate":1681346360535,"gmtModify":1681346364640,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":":)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","listText":":)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","text":":)) fun game, but instructions not vry clear on how exactly we need to get 1.0dianeychsare","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945910118","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945910063,"gmtCreate":1681346303353,"gmtModify":1681346305154,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945910063","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987122971,"gmtCreate":1667861808893,"gmtModify":1676537974041,"author":{"id":"4127045217406322","authorId":"4127045217406322","name":"nicholassczt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4127045217406322","authorIdStr":"4127045217406322"},"themes":[],"htmlText":"hmmm","listText":"hmmm","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987122971","repostId":"1170042264","repostType":2,"repost":{"id":"1170042264","kind":"news","pubTimestamp":1667835121,"share":"https://ttm.financial/m/news/1170042264?lang=&edition=fundamental","pubTime":"2022-11-07 23:32","market":"us","language":"en","title":"Tesla Bears Could Get Hammered Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1170042264","media":"Seeking Alpha","summary":"SummaryTesla continues to demonstrate its ability to drive significant operating leverage in Q3 despite facing macro headwinds. The company deserves credit for such remarkable execution.We assess that","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla continues to demonstrate its ability to drive significant operating leverage in Q3 despite facing macro headwinds. The company deserves credit for such remarkable execution.</li><li>We assess that the commodity and supply chain headwinds have improved significantly. Moving forward, it could help lift Tesla&#39;s ability to lift its operating profitability further.</li><li>We discuss why TSLA remains well-supported at its current levels. Also, TSLA bears need to remember that nothing falls in a straight line.</li><li>We explain the critical levels to watch and highlight why the opportunity for a speculative setup in TSLA is reasonable.</li><li>Revise from Hold to Speculative Buy.</li></ul><p><b>Thesis</b></p><p>Tesla, Inc. (NASDAQ:TSLA) investors continue to monitor TSLA&#39;s consolidation with bated breath. We presented in our pre-earnings update reminding investors of the perils of TSLA&#39;s overvaluation as macro headwinds intensified.</p><p>Accordingly, TSLA has held on to its October lows relatively well, even though it didn&#39;t participate in the recent broad market recovery. We anticipated that the selling momentum could subside at the current levels, as nothing falls in a straight line.</p><p>Hence, we have been assessing whether a potential counter-trend opportunity is possible in the current context, even as high P/E stocks like TSLA come under significant pressure.</p><p>Our analysis indicates that TSLA is not likely to be re-rated to its 2021 levels in the near term, with the Fed still hawkish. However, the potential for TSLA to continue consolidating before staging a rally is still possible if CEO Elon Musk &amp; team can achieve a robust Q4.</p><p>Management&#39;s commentary on its Q3 earnings suggests that it could continue gaining incremental operating leverage as commodity costs continue to abate. Moreover, coupled with further easing in global supply chain pressures, it could help mitigate the impact of a subscale Giga Berlin and Texas ramp.</p><p>As such, we believe a speculative opportunity is possible even as the Fed turned increasingly hawkish.</p><p>Revising TSLA from Hold to Speculative Buy, with a price target (PT) of $280 (implying a potential upside of 30%).</p><p><b>All Eyes On Tesla&#39;s Operating Margins Through FY23</b></p><p>Management&#39;s commentary in its recent earnings suggested that Tesla could have experienced the peak in average commodity costs in Q3, as CFO Zach Kirkhorn articulated:</p><blockquote>At least of what we know so far, so peak on the commodity side in Q3, I say peak, hopefully, it stays the peak, hopefully, it starts to come down. There is a small amount of production that we&#39;re seeing going into our Q4 cost structure from steel and aluminum primarily, but it&#39;s less than 10% of the total increases we&#39;ve seen so far. (Tesla FQ3&#39;22 earnings call)</blockquote><p><img src=\"https://static.tigerbbs.com/3563c185c6cda508b044db61bc4fb105\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>SPGSCI price chart (weekly) (TradingView)</p><p>As seen above, the S&amp;P GSCI Commodity Index (SPGSCI) has fallen markedly from its March and June highs through October. Therefore, Tesla&#39;s observation is in the correct direction, even though the positive effects could be more meaningful only from FY23.</p><p>Still, it warrants investors to consider that Tesla&#39;s ability to drive significant operating leverage when costs are meaningfully lower should not be ruled out.</p><p><img src=\"https://static.tigerbbs.com/333f52140461bc1023fae54d07205ce2\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Gross margins % and EBIT margins % consensus estimates (S&amp;P Cap IQ)</p><p>As seen above, Tesla recovered its EBIT margins remarkably in Q3, even though deliveries were lower than the consensus estimates. The leading EV maker posted a margin of 17.2% in Q3, up from Q2&#39;s 14.6%.</p><p>Its corporate gross margins also appeared to have stopped falling from Q2&#39;s 25%. Management highlighted its confidence to continue driving leverage, which is also in line with the revised consensus estimates (bullish).</p><p>Hence, it forbodes well for TSLA if the company could execute accordingly through FY23.</p><p>We believe the market is assessing whether the tailwinds in the global supply chain and weaker commodity prices could help lift Tesla&#39;s profitability moving ahead.</p><p>The critical issue is whether the market has priced in the macro challenges accordingly in the near term.</p><p><b>TSLA De-rating Still Underway</b><img src=\"https://static.tigerbbs.com/a81e7922409938765af6924f53d10683\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>TSLA NTM EBITDA multiples valuation trend (koyfin)</p><p>We think there&#39;s no question that the market has de-rated TSLA. It last traded at an NTM EBITDA of 25x, well below its 10Y mean of 52x. We explained in our previous article why TSLA bulls need to temper their target multiple moving forward, as Tesla&#39;s growth is expected to slow.</p><p>Furthermore, TSLA remains well ahead of the lows seen in 2019 and 2020. Therefore, TSLA is not just expensive relative to its industry peers or sector sectors but also not undervalued relative to its historical averages.</p><p>Notwithstanding, it doesn&#39;t necessarily mean that there are no opportunities to execute a mean-reversion setup if the reward/risk is reasonable.</p><p>If Tesla could continue improving its leverage as commodity tailwinds reverse, it could make up for slower revenue growth, even as its China deliveries suffered a MoM decline. Moreover, we believe Tesla cutting prices in China doesn&#39;t necessarily mean it&#39;s doom and gloom if it could take share from China&#39;s leading EV makers.</p><p>The critical question is how the market sees it.</p><p><b>Is TSLA Stock A Buy, Sell, Or Hold?</b><img src=\"https://static.tigerbbs.com/b57f05b89c0c984c5660b41daecb9180\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>TSLA price chart (weekly) (TradingView)</p><p>For a high P/E stock (40x NTM earnings) compared to the S&amp;P 500&#39;s (SP500) (SPX) 16x forward P/E, TSLA&#39;s YTD total return of -32.5% doesn&#39;t look too bad. Compared to the Invesco QQQ ETF&#39;s (QQQ) YTD total return of -33%, with a forward P/E of 18.8x, TSLA performed admirably.</p><p>Therefore, even though we think TSLA is not cheap, we can still identify appropriate opportunities to execute on TSLA. We assess that such an opportunity is appropriate at the current levels. So here&#39;s how it goes.</p><p>It&#39;s clear that TSLA remains in a long-term uptrend but has lost its medium-term bullish bias. That&#39;s ok, as nothing falls in a straight line. Moreover, buying support appears to be robust at the current levels, as it consolidated over the past four weeks, undergirded by the lows in May 2022.</p><p>Furthermore, we postulate that buyers should be looking to defend its &#34;intermediate support 1&#34; vigorously if the sellers attempt to force a decisive downside break of the current levels. Coupled with the support of the 200-week moving average (purple line), we assess that momentum seems to be shifting back to the buyers.</p><p>Hence, the market seems confident in Musk &amp; team&#39;s execution in the near term, given the reversal of some critical tailwinds from H1&#39;22. As a result, we deduce that a near-term PT of $280 is appropriate for the current setup, proffering investors a potential upside of about 30%.</p><p>However, we urge investors to consider setting up appropriate risk management strategies if the bears managed to force downside beyond its &#34;intermediate support 1,&#34; as it would invalidate our thesis.</p><p>As the Fed remains hawkish, further macro headwinds could cause the market to anticipate significant stress on Tesla&#39;s operating leverage, behooving further value compression. As we highlighted earlier, TSLA is not undervalued.</p><p><i>Revising our rating from Hold to Speculative Buy.</i></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>Tesla Bears Could Get Hammered 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\">\nTesla Bears Could Get Hammered Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4553345-tesla-bears-could-hammered><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla continues to demonstrate its ability to drive significant operating leverage in Q3 despite facing macro headwinds. The company deserves credit for such remarkable execution.We assess that...</p>\n\n<a href=\"https://seekingalpha.com/article/4553345-tesla-bears-could-hammered\">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/4553345-tesla-bears-could-hammered","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170042264","content_text":"SummaryTesla continues to demonstrate its ability to drive significant operating leverage in Q3 despite facing macro headwinds. The company deserves credit for such remarkable execution.We assess that the commodity and supply chain headwinds have improved significantly. Moving forward, it could help lift Tesla's ability to lift its operating profitability further.We discuss why TSLA remains well-supported at its current levels. Also, TSLA bears need to remember that nothing falls in a straight line.We explain the critical levels to watch and highlight why the opportunity for a speculative setup in TSLA is reasonable.Revise from Hold to Speculative Buy.ThesisTesla, Inc. (NASDAQ:TSLA) investors continue to monitor TSLA's consolidation with bated breath. We presented in our pre-earnings update reminding investors of the perils of TSLA's overvaluation as macro headwinds intensified.Accordingly, TSLA has held on to its October lows relatively well, even though it didn't participate in the recent broad market recovery. We anticipated that the selling momentum could subside at the current levels, as nothing falls in a straight line.Hence, we have been assessing whether a potential counter-trend opportunity is possible in the current context, even as high P/E stocks like TSLA come under significant pressure.Our analysis indicates that TSLA is not likely to be re-rated to its 2021 levels in the near term, with the Fed still hawkish. However, the potential for TSLA to continue consolidating before staging a rally is still possible if CEO Elon Musk & team can achieve a robust Q4.Management's commentary on its Q3 earnings suggests that it could continue gaining incremental operating leverage as commodity costs continue to abate. Moreover, coupled with further easing in global supply chain pressures, it could help mitigate the impact of a subscale Giga Berlin and Texas ramp.As such, we believe a speculative opportunity is possible even as the Fed turned increasingly hawkish.Revising TSLA from Hold to Speculative Buy, with a price target (PT) of $280 (implying a potential upside of 30%).All Eyes On Tesla's Operating Margins Through FY23Management's commentary in its recent earnings suggested that Tesla could have experienced the peak in average commodity costs in Q3, as CFO Zach Kirkhorn articulated:At least of what we know so far, so peak on the commodity side in Q3, I say peak, hopefully, it stays the peak, hopefully, it starts to come down. There is a small amount of production that we're seeing going into our Q4 cost structure from steel and aluminum primarily, but it's less than 10% of the total increases we've seen so far. (Tesla FQ3'22 earnings call)SPGSCI price chart (weekly) (TradingView)As seen above, the S&P GSCI Commodity Index (SPGSCI) has fallen markedly from its March and June highs through October. Therefore, Tesla's observation is in the correct direction, even though the positive effects could be more meaningful only from FY23.Still, it warrants investors to consider that Tesla's ability to drive significant operating leverage when costs are meaningfully lower should not be ruled out.Tesla Gross margins % and EBIT margins % consensus estimates (S&P Cap IQ)As seen above, Tesla recovered its EBIT margins remarkably in Q3, even though deliveries were lower than the consensus estimates. The leading EV maker posted a margin of 17.2% in Q3, up from Q2's 14.6%.Its corporate gross margins also appeared to have stopped falling from Q2's 25%. Management highlighted its confidence to continue driving leverage, which is also in line with the revised consensus estimates (bullish).Hence, it forbodes well for TSLA if the company could execute accordingly through FY23.We believe the market is assessing whether the tailwinds in the global supply chain and weaker commodity prices could help lift Tesla's profitability moving ahead.The critical issue is whether the market has priced in the macro challenges accordingly in the near term.TSLA De-rating Still UnderwayTSLA NTM EBITDA multiples valuation trend (koyfin)We think there's no question that the market has de-rated TSLA. It last traded at an NTM EBITDA of 25x, well below its 10Y mean of 52x. We explained in our previous article why TSLA bulls need to temper their target multiple moving forward, as Tesla's growth is expected to slow.Furthermore, TSLA remains well ahead of the lows seen in 2019 and 2020. Therefore, TSLA is not just expensive relative to its industry peers or sector sectors but also not undervalued relative to its historical averages.Notwithstanding, it doesn't necessarily mean that there are no opportunities to execute a mean-reversion setup if the reward/risk is reasonable.If Tesla could continue improving its leverage as commodity tailwinds reverse, it could make up for slower revenue growth, even as its China deliveries suffered a MoM decline. Moreover, we believe Tesla cutting prices in China doesn't necessarily mean it's doom and gloom if it could take share from China's leading EV makers.The critical question is how the market sees it.Is TSLA Stock A Buy, Sell, Or Hold?TSLA price chart (weekly) (TradingView)For a high P/E stock (40x NTM earnings) compared to the S&P 500's (SP500) (SPX) 16x forward P/E, TSLA's YTD total return of -32.5% doesn't look too bad. Compared to the Invesco QQQ ETF's (QQQ) YTD total return of -33%, with a forward P/E of 18.8x, TSLA performed admirably.Therefore, even though we think TSLA is not cheap, we can still identify appropriate opportunities to execute on TSLA. We assess that such an opportunity is appropriate at the current levels. So here's how it goes.It's clear that TSLA remains in a long-term uptrend but has lost its medium-term bullish bias. That's ok, as nothing falls in a straight line. Moreover, buying support appears to be robust at the current levels, as it consolidated over the past four weeks, undergirded by the lows in May 2022.Furthermore, we postulate that buyers should be looking to defend its \"intermediate support 1\" vigorously if the sellers attempt to force a decisive downside break of the current levels. Coupled with the support of the 200-week moving average (purple line), we assess that momentum seems to be shifting back to the buyers.Hence, the market seems confident in Musk & team's execution in the near term, given the reversal of some critical tailwinds from H1'22. As a result, we deduce that a near-term PT of $280 is appropriate for the current setup, proffering investors a potential upside of about 30%.However, we urge investors to consider setting up appropriate risk management strategies if the bears managed to force downside beyond its \"intermediate support 1,\" as it would invalidate our thesis.As the Fed remains hawkish, further macro headwinds could cause the market to anticipate significant stress on Tesla's operating leverage, behooving further value compression. As we highlighted earlier, TSLA is not undervalued.Revising our rating from Hold to Speculative Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}