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- THMTHM
  ·2021-07-15
  COOL
  JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund
  (Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-b
  JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund
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- THMTHM
  ·2021-07-15
  okay cool
  American International Group price target raised at BofA on Blackstone deals
  American International Group(NYSE:AIG)stockrise 2.7% and Blackstone(NYSE:BX)shares climb 2.8%after B
  American International Group price target raised at BofA on Blackstone deals
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- THMTHM
  ·2021-06-12
  ok
  Sorry, this post has been deleted
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- THMTHM
  ·2021-06-12
  meme
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- THMTHM
  ·2021-06-12
  $AMC Entertainment(AMC)$moon it
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22:06","market":"us","language":"en","title":"JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=1165217903","media":"Bloomberg","summary":"(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-b","content":"<p>(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to JPMorgan Chase &amp; Co.’s Shawn Quigg.</p>\n<p>The derivatives strategist reckons a second-half increase in Treasury yields could trigger declines for the ARK Innovation exchange-traded fund (ticker ARKK), which is up about 19% since mid-May.</p>\n<p>“Enter the bull trap reversal,” Quigg wrote in a Thursday note to clients. “A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks, and pressing ARKK into the capitulation phase.”</p>\n<p>The 10-year U.S. Treasury yield has fallen more than 40 basis points to about 1.32% from a recent peak at the end of March, helping spur the rebound for ARKK. Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.</p>\n<p>Wood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.</p>\n<p>JPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.</p>\n<p>Quigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Strategist Warns of Dot-Com Era ‘Bull Trap’ in Ark Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-strategist-warns-dot-com-130235186.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165217903","content_text":"(Bloomberg) -- Cathie Wood’s flagship ETF is showing many of the bubble-like traits seen in growth-based funds in 2000 and investors should consider betting against it with options, according to JPMorgan Chase & Co.’s Shawn Quigg.\nThe derivatives strategist reckons a second-half increase in Treasury yields could trigger declines for the ARK Innovation exchange-traded fund (ticker ARKK), which is up about 19% since mid-May.\n“Enter the bull trap reversal,” Quigg wrote in a Thursday note to clients. “A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks, and pressing ARKK into the capitulation phase.”\nThe 10-year U.S. Treasury yield has fallen more than 40 basis points to about 1.32% from a recent peak at the end of March, helping spur the rebound for ARKK. Quigg argues that’s a technical move, set to be undone as the reopening trade reasserts itself in the rest of the year.\nWood’s Ark Investment Management enjoyed a stellar start to 2021 propelled by gains in sectors such as electric vehicles, biotech and cryptocurrencies, as well as advances in stocks that benefited from the stay-at-home trade. But many of those themes faltered, and the firm’s main ETF fell more than 35% from mid-February through mid-May.\nJPMorgan expects cyclical and value assets to outperform amid the ongoing recovery and reopening from the pandemic. Value stocks just had their worst month versus growth counterparts in two decades, but the firm’s strategists see that as a pause in a rally that’s set to resume.\nQuigg recommends investors buy ARKK October $105 puts -- the strike price about 11% below the ETF’s closing level on Wednesday -- to take advantage of implied volatility that remains low even amid “the potential for shares to enter a broader capitulation phase,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147226986,"gmtCreate":1626360327045,"gmtModify":1703758707134,"author":{"id":"3579777854700098","authorId":"3579777854700098","name":"THM","avatar":"https://static.tigerbbs.com/c3c29750ddd0d0a7b91e04aaed2705f4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579777854700098","authorIdStr":"3579777854700098"},"themes":[],"htmlText":"okay cool","listText":"okay cool","text":"okay cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147226986","repostId":"1176592870","repostType":4,"repost":{"id":"1176592870","pubTimestamp":1626358774,"share":"https://ttm.financial/m/news/1176592870?lang=&edition=fundamental","pubTime":"2021-07-15 22:19","market":"us","language":"en","title":"American International Group price target raised at BofA on Blackstone deals","url":"https://stock-news.laohu8.com/highlight/detail?id=1176592870","media":"seekingalpha","summary":"American International Group(NYSE:AIG)stockrise 2.7% and Blackstone(NYSE:BX)shares climb 2.8%after B","content":"<ul>\n <li>American International Group(NYSE:AIG)stockrise 2.7%&nbsp;and Blackstone(NYSE:BX)shares&nbsp;climb 2.8%after Blackstone&nbsp;agrees to acquire a 9.9% stakein AIG's Life &amp; Retirement unit for $2.2B and its real estate income trust will buy AIG's interests in a U.S. housing portfolio for ~$5.1B.</li>\n <li>BofA Securities analyst Joshua Shanker lifts his price target for AIG to $55 from $53; average analyst price target for AIG is $54.53. Reiterates Buy rating.</li>\n <li>The pricing of the 9.9% stake gives a $22B valuation to AIG's L&amp;R company, or an estimated 1.1x adjusted book, and \"~10x year-ahead earnings likely is ahead of where the market might have been valuing a standalone AIG life business,\" Shanker writes in a note to clients.</li>\n <li>\"This leads us to increase our price objective for AIG based on a higher valuation of its life business, previously valued at 7.4x earnings, but now valued at 9x earnings in our model,\" he adds.</li>\n <li>Also in the agreements announced yesterday, Blackstone will manage an initial $50B of L&amp;R's existing investment portfolio, which will ramp up to $92.5B over the next six years.</li>\n <li>AIG's arrangement with Blackstone \"may enhance investment returns [for AIG], but may be at least partly offset by loss of shared costs with General Insurance,\" writes Credit Suisse analyst Andrew Kligerman, who reiterates Neutral rating on AIG.</li>\n <li>Credit Suisse's Kligerman \"suspects\" that AIG could book a gain on the divestiture of its U.S. affordable housing portfolio to Blackstone Real Estate Income Trust.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>American International Group price target raised at BofA on Blackstone deals</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\">\nAmerican International Group price target raised at BofA on Blackstone deals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3715563-american-international-group-price-target-raised-at-bofa-on-blackstone-deals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>American International Group(NYSE:AIG)stockrise 2.7% and Blackstone(NYSE:BX)shares climb 2.8%after Blackstone agrees to acquire a 9.9% stakein AIG's Life & Retirement unit for $2.2B and its real ...</p>\n\n<a href=\"https://seekingalpha.com/news/3715563-american-international-group-price-target-raised-at-bofa-on-blackstone-deals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIG":"美国国际集团","BX":"黑石"},"source_url":"https://seekingalpha.com/news/3715563-american-international-group-price-target-raised-at-bofa-on-blackstone-deals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176592870","content_text":"American International Group(NYSE:AIG)stockrise 2.7% and Blackstone(NYSE:BX)shares climb 2.8%after Blackstone agrees to acquire a 9.9% stakein AIG's Life & Retirement unit for $2.2B and its real estate income trust will buy AIG's interests in a U.S. housing portfolio for ~$5.1B.\nBofA Securities analyst Joshua Shanker lifts his price target for AIG to $55 from $53; average analyst price target for AIG is $54.53. Reiterates Buy rating.\nThe pricing of the 9.9% stake gives a $22B valuation to AIG's L&R company, or an estimated 1.1x adjusted book, and \"~10x year-ahead earnings likely is ahead of where the market might have been valuing a standalone AIG life business,\" Shanker writes in a note to clients.\n\"This leads us to increase our price objective for AIG based on a higher valuation of its life business, previously valued at 7.4x earnings, but now valued at 9x earnings in our model,\" he adds.\nAlso in the agreements announced yesterday, Blackstone will manage an initial $50B of L&R's existing investment portfolio, which will ramp up to $92.5B over the next six years.\nAIG's arrangement with Blackstone \"may enhance investment returns [for AIG], but may be at least partly offset by loss of shared costs with General Insurance,\" writes Credit Suisse analyst Andrew Kligerman, who reiterates Neutral rating on AIG.\nCredit Suisse's Kligerman \"suspects\" that AIG could book a gain on the divestiture of its U.S. affordable housing portfolio to Blackstone Real Estate Income Trust.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186256016,"gmtCreate":1623504559135,"gmtModify":1704205237297,"author":{"id":"3579777854700098","authorId":"3579777854700098","name":"THM","avatar":"https://static.tigerbbs.com/c3c29750ddd0d0a7b91e04aaed2705f4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579777854700098","authorIdStr":"3579777854700098"},"themes":[],"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/186256016","repostId":"1183458691","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186689431,"gmtCreate":1623492013523,"gmtModify":1704205054739,"author":{"id":"3579777854700098","authorId":"3579777854700098","name":"THM","avatar":"https://static.tigerbbs.com/c3c29750ddd0d0a7b91e04aaed2705f4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579777854700098","authorIdStr":"3579777854700098"},"themes":[],"htmlText":"meme&nbsp;","listText":"meme&nbsp;","text":"meme","images":[{"img":"https://static.tigerbbs.com/03d7a7b33d214e4dff677a20e6d820bb","width":"1125","height":"2344"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186689431","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186680103,"gmtCreate":1623491900002,"gmtModify":1704205052962,"author":{"id":"3579777854700098","authorId":"3579777854700098","name":"THM","avatar":"https://static.tigerbbs.com/c3c29750ddd0d0a7b91e04aaed2705f4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579777854700098","authorIdStr":"3579777854700098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>moon it","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>moon it","text":"$AMC Entertainment(AMC)$moon it","images":[{"img":"https://static.tigerbbs.com/c113f160d6afe17e97c2aac4d7899a03","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186680103","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}