Why It Still Looks Too Early to Buy the Dip in Tech

seekingalpha2022-05-06

Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...

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Comment（81）

Brando741319
·2022-05-08
Coming good soon
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SPOT_ON
·2022-05-08
All dead
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2
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Targarean
·2022-05-08
"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years."
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1
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GuSen
·2022-05-07
Do your DD and DCA in tranches
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2
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GuSen
·2022-05-07
Do your DD and DCA in tranches.
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2
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koolgal
·2022-05-07
The author is of the opinion that we should hold off on tech stocks for now because the market has not bottomed out yet. Do you agree with him?
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25
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RW5
·2022-05-07
O
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Kitsonlin
·2022-05-07
Morning
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Lao Tzu Ang
·2022-05-07
Till the rate hike ends, war ends, etc, no reason for market to go up.
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1
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Nelsonon
·2022-05-07
Wait and see
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1
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Wtt
·2022-05-07
Ok
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1
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Wtt
·2022-05-07
O
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1
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smallred
·2022-05-07
Tq
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2
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smallred
·2022-05-07
Tq
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2
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EY12
·2022-05-07
Ok
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2
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Jess261
·2022-05-07
Okay
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2
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RichyRick
·2022-05-07
Good to know
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1
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ND80
·2022-05-07
K
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ND80
·2022-05-07
K
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2
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SKHan
·2022-05-07
Ok
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It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9062969091,"gmtCreate":1651987955113,"gmtModify":1676535010009,"author":{"id":"3577262675326737","authorId":"3577262675326737","name":"Brando741319","avatar":"https://community-static.tradeup.com/news/8d4d42c1fcdaf0bbd7bc3e302c884815","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3577262675326737","idStr":"3577262675326737"},"htmlText":"Coming good soon","listText":"Coming good soon","text":"Coming good soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062969091","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066745372,"gmtCreate":1651973525196,"gmtModify":1676535005441,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"htmlText":"All dead","listText":"All dead","text":"All dead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066745372","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066476421,"gmtCreate":1651966223263,"gmtModify":1676535002741,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Targarean","avatar":"https://community-static.tradeup.com/news/59de1c73df3e7e460bd84cc786850fa6","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3573540190522229","idStr":"3573540190522229"},"htmlText":"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"","listText":"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"","text":"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066476421","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066557981,"gmtCreate":1651932150143,"gmtModify":1676534999454,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"htmlText":"Do your DD and DCA in tranches","listText":"Do your DD and DCA in tranches","text":"Do your DD and DCA in tranches","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066557981","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066554442,"gmtCreate":1651932101186,"gmtModify":1676534999445,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3581847021927100","idStr":"3581847021927100"},"htmlText":"Do your DD and DCA in tranches.","listText":"Do your DD and DCA in tranches.","text":"Do your DD and DCA in tranches.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066554442","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066569742,"gmtCreate":1651926551186,"gmtModify":1676534998846,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"htmlText":"The author is of the opinion that we should hold&nbsp; off on tech stocks for now because the market has not bottomed out yet.&nbsp; Do you agree with him?&nbsp;","listText":"The author is of the opinion that we should hold&nbsp; off on tech stocks for now because the market has not bottomed out yet.&nbsp; Do you agree with him?&nbsp;","text":"The author is of the opinion that we should hold off on tech stocks for now because the market has not bottomed out yet. Do you agree with him?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066569742","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066220863,"gmtCreate":1651906022652,"gmtModify":1676534996096,"author":{"id":"3582440300426753","authorId":"3582440300426753","name":"RW5","avatar":"https://static.tigerbbs.com/1892f1a4f1e18bdabb9f243266c5c6b3","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582440300426753","idStr":"3582440300426753"},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066220863","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066633179,"gmtCreate":1651890443391,"gmtModify":1676534992296,"author":{"id":"4088412711170620","authorId":"4088412711170620","name":"Kitsonlin","avatar":"https://community-static.tradeup.com/news/8f861facf7d7b6166cb50fa387771267","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088412711170620","idStr":"4088412711170620"},"htmlText":"Morning","listText":"Morning","text":"Morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066633179","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066874564,"gmtCreate":1651888892158,"gmtModify":1676534991724,"author":{"id":"3576287131221381","authorId":"3576287131221381","name":"Lao Tzu Ang","avatar":"https://static.tigerbbs.com/501039474851410999b0b5711797e95d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3576287131221381","idStr":"3576287131221381"},"htmlText":"Till the rate hike ends, war ends, etc, no reason for market to go up.","listText":"Till the rate hike ends, war ends, etc, no reason for market to go up.","text":"Till the rate hike ends, war ends, etc, no reason for market to go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9066874564","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066829815,"gmtCreate":1651886326438,"gmtModify":1676534990687,"author":{"id":"3563004462019636","authorId":"3563004462019636","name":"Nelsonon","avatar":"https://static.tigerbbs.com/82a053e6a2ff694debc9f499cdc75ec6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3563004462019636","idStr":"3563004462019636"},"htmlText":"Wait and see","listText":"Wait and see","text":"Wait and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066829815","repostId":2233355075,"repostType":2,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066860726,"gmtCreate":1651885876165,"gmtModify":1676534990433,"author":{"id":"3569796947257349","authorId":"3569796947257349","name":"Wtt","avatar":"https://static.tigerbbs.com/7406dcbfb02a072a2aa86f3c4d10c168","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3569796947257349","idStr":"3569796947257349"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066860726","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066860259,"gmtCreate":1651885865071,"gmtModify":1676534990433,"author":{"id":"3569796947257349","authorId":"3569796947257349","name":"Wtt","avatar":"https://static.tigerbbs.com/7406dcbfb02a072a2aa86f3c4d10c168","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3569796947257349","idStr":"3569796947257349"},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066860259","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066886850,"gmtCreate":1651885453070,"gmtModify":1676534990108,"author":{"id":"4106988904839750","authorId":"4106988904839750","name":"smallred","avatar":"https://static.itradeup.com/news/c28b9da322dc2076824aea89e4e4315b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4106988904839750","idStr":"4106988904839750"},"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066886850","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066886309,"gmtCreate":1651885438801,"gmtModify":1676534990108,"author":{"id":"4106988904839750","authorId":"4106988904839750","name":"smallred","avatar":"https://static.itradeup.com/news/c28b9da322dc2076824aea89e4e4315b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4106988904839750","idStr":"4106988904839750"},"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066886309","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066889139,"gmtCreate":1651885221421,"gmtModify":1676534989996,"author":{"id":"3569935580474431","authorId":"3569935580474431","name":"EY12","avatar":"https://static.tigerbbs.com/103e86782b34598ff73873d5f9259adb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3569935580474431","idStr":"3569935580474431"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066889139","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066889356,"gmtCreate":1651885216175,"gmtModify":1676534989994,"author":{"id":"3586490638953193","authorId":"3586490638953193","name":"Jess261","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3586490638953193","idStr":"3586490638953193"},"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066889356","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066814987,"gmtCreate":1651885022449,"gmtModify":1676534989924,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066814987","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066833678,"gmtCreate":1651883822694,"gmtModify":1676534989533,"author":{"id":"3558608283589593","authorId":"3558608283589593","name":"ND80","avatar":"https://community-static.tradeup.com/news/bb0f12b9cd568049d5ef4fd8cc522646","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3558608283589593","idStr":"3558608283589593"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066833678","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066833166,"gmtCreate":1651883812855,"gmtModify":1676534989542,"author":{"id":"3558608283589593","authorId":"3558608283589593","name":"ND80","avatar":"https://community-static.tradeup.com/news/bb0f12b9cd568049d5ef4fd8cc522646","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3558608283589593","idStr":"3558608283589593"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066833166","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</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 It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9066897427,"gmtCreate":1651883649269,"gmtModify":1676534989459,"author":{"id":"3573471135601329","authorId":"3573471135601329","name":"SKHan","avatar":"https://static.tigerbbs.com/edb016a1e76d427cf4bc5ef3a5d38289","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3573471135601329","idStr":"3573471135601329"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066897427","repostId":2233355075,"repostType":4,"repost":{"id":"2233355075","pubTimestamp":1651846664,"share":"https://ttm.financial/m/news/2233355075?lang=&edition=fundamental","pubTime":"2022-05-06 22:17","market":"us","language":"en","title":"Why It Still Looks Too Early to Buy the Dip in Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2233355075","media":"seekingalpha","summary":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5869c987373b5abb296f139442314a5e\" tg-width=\"750\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nastco/iStock via Getty Images</p><p></p><p>The nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.</p><p>The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&amp;P 500 (SP500) (SPY) fell more than 3.5%.</p><p>But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.</p><p>&#34;Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,&#34; Laidler wrote in a note Friday &#34;Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.&#34;</p><p>&#34;But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,&#34; he said.</p><p>&#34;We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.&#34;</p><p>The S&amp;P is off 14% from its high coming into the year.</p><p>&#34;This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,&#34; Laidler said. &#34;The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large &#39;4%&#39; down day we near saw yesterday has a c20% average 1-year return.&#34;</p><p>The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday&#39;s highs.</p><p>&#34;Our ‘fair value’ P/E has further downside risk,&#34; Laidler added. &#34;Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.&#34;</p><p>&#34;It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.&#34;</p><p>See Goldman Sachs&#39; picks for high dividend growth and yield.</p><p><img src=\"https://static.tigerbbs.com/9ac83fa283a0a5d0d4e500139b286cd8\" tg-width=\"910\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Why It Still Looks Too Early to Buy the Dip in Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Still Looks Too Early to Buy the Dip in Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (...</p>\n\n<a href=\"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","BK4127":"投资银行业与经纪业","OEX":"标普100","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","GS":"高盛","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://seekingalpha.com/news/3834230-why-it-still-looks-too-early-to-buy-the-dip-in-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233355075","content_text":"Nastco/iStock via Getty ImagesThe nosedive in stocks yesterday had lots of the hallmarks of the kind of healthy shakeout strategists like to see remove the froth from the market.The Nasdaq 100 (NDX) (NASDAQ:QQQ) fell more than 5% and the S&P 500 (SP500) (SPY) fell more than 3.5%.But eToro strategist Ben Laidler says those looking to put cash to work still need to be selective.\"Investors are panicked by the Fed’s unprecedented double-barreled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation forecast of 10% inflation and recession by end of this year in a G7 economy,\" Laidler wrote in a note Friday \"Risks are manifold across US, Europe, and China, whilst valuations provide little overall support yet.\"\"But we see room for ‘less bad’ news from peaking 8.5% inflation and an already hawkish 3.5% rate cycle, with earnings resilient, sentiment very depressed, and good risk/reward to buying ‘corrections’ or ‘4% down-days’ over 12 months,\" he said.\"We strongly focus on cheap Value and cash-flow defensives. It’s too early for tech.\"The S&P is off 14% from its high coming into the year.\"This is nearing the magnitude of the average -17% ‘correction’ and has lasted longer,\" Laidler said. \"The risk/reward to buying this typical correction over the following 12-months is strongly positive. Similarly, buying the rare (around once every 18 months) large '4%' down day we near saw yesterday has a c20% average 1-year return.\"The 10-year Treasury yield (TBT) (TLT) is moving higher this morning, up 2 basis points to 3.09%, but still off yesterday's highs.\"Our ‘fair value’ P/E has further downside risk,\" Laidler added. \"Bond yields will not rise forever, but we are in uncharted territory with Fed’s massive balance sheet roll off. By contrast earnings continue to deliver, up 10% in the US and 35% in Europe in Q1, and resilient to the macro maelstrom for now.\"\"It’s too early for tech, until bond yields peak. After the 2000 ‘tech bubble’ Growth lagged Value for 3 years.\"See Goldman Sachs' picks for high dividend growth and yield.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":498,"commentSize":81,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}