Megacap Shorts Finally Win With $20 Billion Profit

623
83
Favorite

Megacap Shorts Finally Win With $20 Billion Profit

Bloomberg2022-07-06

Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

623

Report

Comment（83）

Looyusooi
·2022-07-07
Ok
Reply
Like
Report
Mindthink
·2022-07-07
Ok
Reply
Like
Report
ty91
·2022-07-07
Ok
Reply
2
Report
Gowithflow
·2022-07-07
Nice
Reply
2
Report
Verine
·2022-07-07
Nice
Reply
3
Report
WLtan
·2022-07-07
Great
Reply
2
Report
Dragon1976
·2022-07-07
Roar
Reply
1
Report
whitesnake
·2022-07-07
👍🏻
Reply
2
Report
jannn
·2022-07-07
[smile]
Reply
2
Report
Mkoh
·2022-07-07
Finally got their day in the sun
Reply
2
Report
Llim
·2022-07-07
Like
Reply
2
Report
MKTrader
·2022-07-07
Ok
Reply
1
Report
MKTrader
·2022-07-07
Ok
Reply
1
Report
Ljoney
·2022-07-07
Hi
Reply
1
Report
InvisibleP
·2022-07-07
Ok
Reply
1
Report
MGHuat
·2022-07-07
ok
Reply
Like
Report
andrew123
·2022-07-07
Like
Reply
2
Report
JcJc
·2022-07-07
Wow
Reply
1
Report
Simonnov
·2022-07-07
Ic
Reply
2
Report
逢場作戲又一日
·2022-07-07
Great
Reply
2
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2249597532?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-07-06 23:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2249597532","market":"us","top_or_hot":-1,"title":"Megacap Shorts Finally Win With $20 Billion Profit","media":"Bloomberg","content":"<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4573","symbol_name":"虚拟现实","start_time":0,"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","article_id":"2249597532","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","pubTimestamp":1657120822,"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4209":"餐馆","BK4183":"个人用品","GOOGL":"谷歌A","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边","GOOG":"谷歌","BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4191":"家用电器","AVGOP":"BROADCOM INC PFD SER A 22","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4139":"生物科技","AVGO":"博通","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4007":"制药","BK4525":"远程办公概念","BK4566":"资本集团","BK4575":"芯片概念","AMZN":"亚马逊","ASML":"阿斯麦","BK4167":"医疗保健技术","META":"Meta Platforms, Inc.","MSFT":"微软","BK4538":"云计算","BK4501":"段永平概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","VMW":"威睿","BK4574":"无人驾驶","BK4503":"景林资产持仓","AAPL":"苹果","BABA":"阿里巴巴"},"translate_title":"Megacap卖空公司最终以200亿美元的利润获胜","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9,"NFLX":0.9,"MSFT":0.9,"META":0.9,"GOOGL":0.9,"GOOG":0.9,"VMW":0.6,"ASML":0.6,"AVGO":0.6,"AVGOP":0.6,"BABA":0.6},"content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9079108710,"gmtCreate":1657155175930,"gmtModify":1676535960146,"author":{"id":"4100437715079400","authorId":"4100437715079400","name":"Looyusooi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4100437715079400","idStr":"4100437715079400"},"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079108710","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079329002,"gmtCreate":1657152746006,"gmtModify":1676535959037,"author":{"id":"4102837759709900","authorId":"4102837759709900","name":"Mindthink","avatar":"https://community-static.tradeup.com/news/89b965229f7209196369426d161728ee","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4102837759709900","idStr":"4102837759709900"},"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/9079329002","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079385470,"gmtCreate":1657152110290,"gmtModify":1676535958723,"author":{"id":"3579421475844844","authorId":"3579421475844844","name":"ty91","avatar":"https://static.tigerbbs.com/6d9451c5894d6ca0b4485bad0568f720","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3579421475844844","idStr":"3579421475844844"},"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/9079385470","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079399830,"gmtCreate":1657150462020,"gmtModify":1676535957535,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581675070172532","idStr":"3581675070172532"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079399830","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079390732,"gmtCreate":1657150446126,"gmtModify":1676535957529,"author":{"id":"4098528367477030","authorId":"4098528367477030","name":"Verine","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4098528367477030","idStr":"4098528367477030"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079390732","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079308930,"gmtCreate":1657150170420,"gmtModify":1676535957370,"author":{"id":"3581912064711553","authorId":"3581912064711553","name":"WLtan","avatar":"https://static.tigerbbs.com/354ffef504de8ee7159ec0ecd8769350","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3581912064711553","idStr":"3581912064711553"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079308930","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079976852,"gmtCreate":1657149755776,"gmtModify":1676535957173,"author":{"id":"3581667755269715","authorId":"3581667755269715","name":"Dragon1976","avatar":"https://static.tigerbbs.com/490476b6972495f8a3fcdcab33e93aa0","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3581667755269715","idStr":"3581667755269715"},"htmlText":"Roar","listText":"Roar","text":"Roar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079976852","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079973330,"gmtCreate":1657149574520,"gmtModify":1676535957127,"author":{"id":"4094787464285000","authorId":"4094787464285000","name":"whitesnake","avatar":"https://static.tigerbbs.com/86038a40c72380b34bced828cc9422b2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4094787464285000","idStr":"4094787464285000"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079973330","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079948730,"gmtCreate":1657149187720,"gmtModify":1676535956881,"author":{"id":"3580090055250591","authorId":"3580090055250591","name":"jannn","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580090055250591","idStr":"3580090055250591"},"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079948730","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079941407,"gmtCreate":1657149158009,"gmtModify":1676535956848,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3548734971517314","idStr":"3548734971517314"},"htmlText":"Finally got their day in the sun","listText":"Finally got their day in the sun","text":"Finally got their day in the sun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079941407","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079952224,"gmtCreate":1657148779568,"gmtModify":1676535956704,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4105239963331670","idStr":"4105239963331670"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079952224","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079951413,"gmtCreate":1657148596233,"gmtModify":1676535956649,"author":{"id":"3563243258535559","authorId":"3563243258535559","name":"MKTrader","avatar":"https://static.tigerbbs.com/41fde116200c232379312d26e2768f6e","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3563243258535559","idStr":"3563243258535559"},"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/9079951413","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079951535,"gmtCreate":1657148590127,"gmtModify":1676535956633,"author":{"id":"3563243258535559","authorId":"3563243258535559","name":"MKTrader","avatar":"https://static.tigerbbs.com/41fde116200c232379312d26e2768f6e","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3563243258535559","idStr":"3563243258535559"},"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/9079951535","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079921320,"gmtCreate":1657147864360,"gmtModify":1676535956411,"author":{"id":"3581591015314710","authorId":"3581591015314710","name":"Ljoney","avatar":"https://static.tigerbbs.com/8376cac12c1b661feac4d507eb1379e4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581591015314710","idStr":"3581591015314710"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079921320","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079965675,"gmtCreate":1657147399197,"gmtModify":1676535956201,"author":{"id":"3585470994468822","authorId":"3585470994468822","name":"InvisibleP","avatar":"https://static.itradeup.com/news/13510d2c4ac014319931fb49792d17eb","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3585470994468822","idStr":"3585470994468822"},"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/9079965675","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079962674,"gmtCreate":1657147366298,"gmtModify":1676535956163,"author":{"id":"3572388238861982","authorId":"3572388238861982","name":"MGHuat","avatar":"https://static.tigerbbs.com/bd2cbc6e014ed9c700e2d9cd01ae2b08","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3572388238861982","idStr":"3572388238861982"},"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/9079962674","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079966524,"gmtCreate":1657147332468,"gmtModify":1676535956155,"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f2a1eaba26272212d42018e60e78b422","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576260758860416","idStr":"3576260758860416"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079966524","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079963115,"gmtCreate":1657147122437,"gmtModify":1676535956074,"author":{"id":"4088126420960140","authorId":"4088126420960140","name":"JcJc","avatar":"https://static.tigerbbs.com/3a18de000ce7013be088f3ab4082bd27","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088126420960140","idStr":"4088126420960140"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079963115","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079980463,"gmtCreate":1657146119052,"gmtModify":1676535955813,"author":{"id":"4097750438225520","authorId":"4097750438225520","name":"Simonnov","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4097750438225520","idStr":"4097750438225520"},"htmlText":"Ic","listText":"Ic","text":"Ic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079980463","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9079915847,"gmtCreate":1657145920089,"gmtModify":1676535955758,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3555043402922696","idStr":"3555043402922696"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079915847","repostId":2249597532,"repostType":4,"repost":{"id":"2249597532","pubTimestamp":1657120822,"share":"https://ttm.financial/m/news/2249597532?lang=&edition=fundamental","pubTime":"2022-07-06 23:20","market":"us","language":"en","title":"Megacap Shorts Finally Win With $20 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2249597532","media":"Bloomberg","summary":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prio","content":"<html><head></head><body><ul><li>Bearish traders reap big paper gains as tech sector slumps</li><li>Short sellers saw $36 billion loss in prior two years: S3</li></ul><p>(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.</p><p>A historic rout in the so-called FAANG cohort -- Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.</p><p>“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.</p><h3><b>The Big Short</b></h3><p>Shorts sit on nearly $20 billion in paper profits after bets against FAANGs</p><p><img src=\"https://static.tigerbbs.com/d5fc50da4e0012b773f4daf4fbc37e3a\" tg-width=\"732\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>The windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.</p><p>“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”</p><p>The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.</p><p>Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.</p><p>Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.</p><p>After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.</p><p>And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.</p><p>“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”</p><p><b>Tech Chart of the Day</b></p><p>Loosening Grip</p><p><img src=\"https://static.tigerbbs.com/ac3897ecad5dffe1f581e35db7990926\" tg-width=\"736\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/></p><p>Big Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Shorts Finally Win With $20 Billion Profit</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\">\nMegacap Shorts Finally Win With $20 Billion Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4573":"虚拟现实","BK4512":"苹果概念","AMZN":"亚马逊","NFLX":"奈飞","BK4209":"餐馆","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4514":"搜索引擎","ASML":"阿斯麦","META":"Meta Platforms, Inc.","GOOG":"谷歌","BK4539":"次新股","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4191":"家用电器","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4139":"生物科技","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","VMW":"威睿","BK4007":"制药","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","MSFT":"微软","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","AVGO":"博通","BK4503":"景林资产持仓","BK4574":"无人驾驶","AVGOP":"BROADCOM INC PFD SER A 22","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-06/megacap-shorts-finally-win-with-20-billion-profit-tech-watch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249597532","content_text":"Bearish traders reap big paper gains as tech sector slumpsShort sellers saw $36 billion loss in prior two years: S3(Bloomberg) -- Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump.A historic rout in the so-called FAANG cohort -- Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- has delivered $19.8 billion in mark-to-market profits for investors speculating on declines as of June 30, according to data-analytics firm S3 Partners.“It was difficult to short for a while, because a lot of liquidity hit the marketplace,” said Brad Lamensdorf, a portfolio manager of the AdvisorShares Ranger Equity Bear. “However, the past year or so has been a really great environment for us.” Lamensdorf’s fund has returned 22% this year by shorting stocks.The Big ShortShorts sit on nearly $20 billion in paper profits after bets against FAANGsThe windfall has been a long time coming. Spectacular gains for tech megacaps over recent years resulted in paper losses of nearly $16 billion last year and almost $20 billion in 2020 for those shorting the FAANG group, according to S3’s calculations.“The buy-the-dip mentality made it very difficult to short in the past, because even if you were right about bad news, no one cared,” said Bill Fleckenstein, president of Fleckenstein Capital. “People laughed off problems all throughout 2021, but that’s not the case anymore.”The tide has turned for previously unstoppable tech giants, with the NYSE FANG+ Index down 31% and poised for its first annual decline on record, according to Bloomberg data going back to 2014. Investors have been fleeing growth stocks -- priced on earnings expected in the future -- in anticipation of further supersized interest rates hikes from the Federal Reserve and amid concerns about recession.Short sellers borrow shares and sell them, hoping to buy them back at a lower price to profit from the difference. But getting the timing right is crucial. If share prices rise, they can lose money instead -- as was the case in 2020 and 2021, when the NYSE FANG+ Index soared.Fleckenstein said he had stopped shorting in the past few years, even though many companies got “absurdly” priced, because quantitative easing prevented deep selloffs. “It has obviously gotten easier this year, though I still haven’t gotten too aggressive, since there’s so much volatility,” he said.After years of outsized gains on optimism about big tech’s ability to continue its rapid growth, bets against the group have remained fairly small. Short interest as a percentage of total shares outstanding is less than 3% in all of the FAANG stocks, according to S3 data.And given the nosedive already experienced this year -- with the Nasdaq 100 down about 28% -- it may get harder to make money betting on further declines for the sector. There also appears to be some optimism in the first three trading days of the second half of the year as the tech-heavy gauge adds almost 3% in that time period with investors embracing risk after the rout.“The easy money has been made on the short side,” said Dennis Dick, head of markets structure and a proprietary trader at Bright Trading. “It’s gonna be tougher going forward.”Tech Chart of the DayLoosening GripBig Tech’s earnings dominance is set to take a break as only four US technology firms -- Alphabet, Apple, Microsoft Corp., and Meta Platforms -- are expected to be among the top-ten earners in the latest batch of earnings reports. That’s the lowest level in at least two years, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":623,"commentSize":83,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}