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Dharmas

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- DharmasDharmas
  ·2021-09-17
  Hmm
  @美股研究社：
  美國銀行：將英偉達(NVDA.O)目標價從260美元上調至275美元，維持買入評級。分析師Vivek Arya表示，考慮到半導體“在迅速數字化的全球經濟中發揮的關鍵作用”，仍然“堅定認爲半導體行業將長期保持強勢”。$英偉達(NVDA)$
  美國銀行：將英偉達(NVDA.O)目標價從260美元上調至275美元，維持買入評級。分析師Vivek Arya表示，考慮到半導體“在迅速數字化的全球經濟中發揮的關鍵作用”，仍然“堅定認爲半導體行業將長期保持強勢”。$英偉達(NVDA)$
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- DharmasDharmas
  ·2021-08-28
  Mystery
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- DharmasDharmas
  ·2021-08-26
  Please go up
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- DharmasDharmas
  ·2021-08-24
  Hmmm
  Sorry, this post has been deleted
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- DharmasDharmas
  ·2021-08-20
  Hulk smash
  Disney is developing an exoskeleton that could bring the Hulk to its theme parks
  KEY POINTS With Project Exo, Disney’s research and development team is trying to bring the company’
  Disney is developing an exoskeleton that could bring the Hulk to its theme parks
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- DharmasDharmas
  ·2021-08-19
  Oh no
  Sorry, this post has been deleted
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- DharmasDharmas
  ·2021-08-18
  Good stock to have
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- DharmasDharmas
  ·2021-08-18
  Yes
  A Correction Is Due And It Could Be Deep
  Summary The stock market is historically overvalued. The stock market is overbought on long-term ch
  A Correction Is Due And It Could Be Deep
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- DharmasDharmas
  ·2021-08-18
  Wow
  Palantir Buys Over $50 Million Of Gold Bars: "Preparing For A Future With More Black Swans"
  (Update: August 18, 2021 at 10:59 a.m. ET) Palantir jumped over 5% in morning trading. Anyone wa
  Palantir Buys Over $50 Million Of Gold Bars: "Preparing For A Future With More Black Swans"
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smash","listText":"Hulk smash","text":"Hulk smash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/836138102","repostId":"1132303654","repostType":4,"repost":{"id":"1132303654","pubTimestamp":1629463286,"share":"https://ttm.financial/m/news/1132303654?lang=&edition=fundamental","pubTime":"2021-08-20 20:41","market":"us","language":"en","title":"Disney is developing an exoskeleton that could bring the Hulk to its theme parks","url":"https://stock-news.laohu8.com/highlight/detail?id=1132303654","media":"CNBC","summary":"KEY POINTS\n\nWith Project Exo, Disney’s research and development team is trying to bring the company’","content":"<div>\n<p>KEY POINTS\n\nWith Project Exo, Disney’s research and development team is trying to bring the company’s biggest characters to life at its theme parks.\nThe R&D team is creating a full-body exoskeleton ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/20/disneys-new-exoskeleton-could-bring-the-hulk-to-its-theme-parks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney is developing an exoskeleton that could bring the Hulk to its theme parks</title>\n<style 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}\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\">\nDisney is developing an exoskeleton that could bring the Hulk to its theme parks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/20/disneys-new-exoskeleton-could-bring-the-hulk-to-its-theme-parks.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nWith Project Exo, Disney’s research and development team is trying to bring the company’s biggest characters to life at its theme parks.\nThe R&D team is creating a full-body exoskeleton ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/20/disneys-new-exoskeleton-could-bring-the-hulk-to-its-theme-parks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/08/20/disneys-new-exoskeleton-could-bring-the-hulk-to-its-theme-parks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132303654","content_text":"KEY POINTS\n\nWith Project Exo, Disney’s research and development team is trying to bring the company’s biggest characters to life at its theme parks.\nThe R&D team is creating a full-body exoskeleton system piece by piece in the hope that one day these characters could walk around Disney’s theme parks and interact with guests.\nCurrent prototypes include the Incredible Hulk and a Wampa from Star Wars.\n\nWalt Disney’s Imagineers are always looking to create bigger and better attractions for its theme parks — and there are few things larger than life than the Incredible Hulk.\nWith Project Exo, which has been in development for about two years, the company’s research and development team is trying to bring Disney’s biggest characters to life at its theme parks. The project has been under wraps since its inception, but the company recently pulled the curtain back to showcase its progress.\nAnd it’s big.\nIn a Glendale, California, warehouse in April, an Imagineer fiddled with a giant articulated green hand, using a mechanism attached to a metal gauntlet to pinch two massive fingers and a thumb around a tiny plastic taco. The interaction is a play on the Hulk handing Ant-Man two tacos during “Avengers: Endgame.”\nAnother member of the team walked around on stilts encased with thick black padding to give the impression of a Hulk-sized calf and thigh. The green feet were veiny, speckled with texture and, even upon close inspection, looked like they were covered in thick green skin.\nThe R&D team is creating a full-body exoskeleton system piece by piece in the hope that one day these characters could walk around Disney’s theme parks and interact with guests.\nAnd Bruce Banner’s alter ego isn’t the only concept Project Exo is prototyping. The group has designed a set of furry Wampa feet, based on the iconic ice creature from “Star Wars: The Empire Strikes Back.”\nThe goal isn’t to create one character, but a platform to design numerous characters, said Leslie Evans, Disney’s chief Imagineer.\n“One of the things that is so exciting about a project like this is that characters are a big way that we bring our lands to life, and having these gigantic characters that guests are going to be able to see from a far way away … I think that is a really exciting prospect,” she said.\nDisney hasn’t shared which characters could ultimately go to the parks, but the company has no shortage of towering characters, from the Mad Titan Thanos from the Marvel Cinematic Universe to Baymax from the animated film “Big Hero Six.”\nThe company has no date for when these oversized characters will appear in the parks, Evan said. The project is still in early stages, as its engineers deal with how to meld a number of new technologies into a seamless character that not only appears real to parkgoers, but is comfortable and easy to use for Disney performers.\nThe group is testing 3D printing methods to create muscles that can mimic authentic humanoid movements, something that was not possible with foam. These particular prototypes are much lighter than traditional materials, meaning performers don’t have to carry as much weight and could remain comfortable in the costume for longer periods.\nA history of innovation\nInnovation like this has been a part of the DNA of Disney’s parks, dating as far back as the 1960s with Walt Disney’s audio-animatronics, Evans said. Iconic rides like It’s a Small World and Pirates of the Caribbean as well as attractions like the Hall of Presidents and the Enchanted Tiki Room were cutting edge when they opened and continue to draw parkgoers.\nDisney parks have use thousands of animatronics, most of which are stationary. More recently, Disney’s Imagineers have designed a robot that can swing and flip through the air called Stuntronics. Donning a Spider-Man suit, this technical marvel can be seen doing acrobatics 60 feet in the air above the rooftop of the WEB building at Disneyland’s Avengers Campus.\nAnd then there is Project Kiwi. Announced earlier this year, the project seeks to do the opposite of Project Exo. In private meetings with reporters, the prototype takes the form of a young Groot, barely 3 feet tall, waddling and cooing like a toddler, uttering only three words: “I am Groot.”\nThe small-scale, free-roaming robot has cameras and sensors that help it move about the room and interact with people. Like Project Exo, Disney’s aim is to design a platform that it can mold to fit a number of tiny characters that would normally have not been able to be portrayed by a cast member. Think: Winnie the Pooh, Baby Yoda and Rocket Raccoon.\nProject Kiwi is heading for the “play test” stage, where the Imagineers bring the character into the park to interact with guests and gather feedback. The company has not shared when this will take place or at which park.\nThe importance of pushing boundaries\nAs guest expectations rise, Disney’s Imagineers must continue to push the boundaries of technology and imagination. After all, new rides can get folks to walk through the gate, but their experience is what convinces them to return.\nDisney has a long history of profitability at its parks prior to the coronavirus pandemic. In 2019, its parks, experiences and consumer products division accounted for 37% of the company’s $69.6 billion in total revenue.\nIts theme parks around the world attracted around 156 million visitors,the highest of any theme park group that year.That’s more than double what the second-highest, Merlin Entertainment, saw in 2019. Merlin runs Legoland, Madame Tussauds and a handful of regional parks.\nRivalUniversalStudios saw 51 million visitors in 2019, but also has far fewer locations. It is currently in the process of adding another park in Beijing and a new domestic park called Epic Universe.\nDisney’s parks have constantly evolved, and these updates have kept parkgoers returning in droves to revisit old attractions and experience new ones.\nIn just the last two years, the company has opened Star Wars: Galaxy’s Edge in its Florida-based Hollywood Studios park and California-based Disneyland. It also redesigned its A Bug’s Life land at California Adventure. It’s now an Avengers Campus, home to a renovated Tower of Terror attraction that is now themed as Guardians of the Galaxy: Mission Breakout.\n“We continue to create believable worlds and bring characters, both big and small, to life in new and exciting ways,” said Josh D’Amaro, chairman of Disney parks, experiences and products.  “Everything we do is in service of innovation and providing our guests a next-level immersive experience.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"BullishKing","avatar":"https://community-static.tradeup.com/news/8e57a03283c997f83948f8c331be008d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"content":"Smash smash. Like Like please.","text":"Smash smash. Like Like please.","html":"Smash smash. Like Like please."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838891008,"gmtCreate":1629383855304,"gmtModify":1676530024194,"author":{"id":"3582419865898095","authorId":"3582419865898095","name":"Dharmas","avatar":"https://static.tigerbbs.com/958504ca4f693ceeefee2f0ab7c32368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582419865898095","authorIdStr":"3582419865898095"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838891008","repostId":"1115729576","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831177642,"gmtCreate":1629297471286,"gmtModify":1676529996466,"author":{"id":"3582419865898095","authorId":"3582419865898095","name":"Dharmas","avatar":"https://static.tigerbbs.com/958504ca4f693ceeefee2f0ab7c32368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582419865898095","authorIdStr":"3582419865898095"},"themes":[],"htmlText":"Good stock to have","listText":"Good stock to have","text":"Good stock to have","images":[{"img":"https://static.tigerbbs.com/ad3db8205a3576c911835654dfb685f9","width":"1080","height":"2890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831177642","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831174248,"gmtCreate":1629297387684,"gmtModify":1676529996443,"author":{"id":"3582419865898095","authorId":"3582419865898095","name":"Dharmas","avatar":"https://static.tigerbbs.com/958504ca4f693ceeefee2f0ab7c32368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582419865898095","authorIdStr":"3582419865898095"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831174248","repostId":"1144088215","repostType":4,"repost":{"id":"1144088215","pubTimestamp":1629295773,"share":"https://ttm.financial/m/news/1144088215?lang=&edition=fundamental","pubTime":"2021-08-18 22:09","market":"us","language":"en","title":"A Correction Is Due And It Could Be Deep","url":"https://stock-news.laohu8.com/highlight/detail?id=1144088215","media":"seekingalpha","summary":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>The stock market is historically overvalued.</li>\n <li>The stock market is overbought on long-term charts.</li>\n <li>Large caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.</li>\n <li>The Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.</li>\n <li>Raise cash quickly to the high end of your asset allocation policy.</li>\n</ul>\n<p>Any look at an investment should start by asking about what the risks are. For context, we often look at the broader S&amp;P 500 (SPY) which represents most of the market capitalization in the U.S.</p>\n<p>Last year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.</p>\n<p>Today, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.</p>\n<p>Now that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.</p>\n<p><b>S&amp;P 500 Valuation</b></p>\n<p>I have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.</p>\n<p><img src=\"https://static.tigerbbs.com/f383143c5f4b2cf897f5a32c3dffb282\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>I pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.</p>\n<p><img src=\"https://static.tigerbbs.com/aba63b9e6f3bb97de066c43c7580a7d0\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>Clearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?</p>\n<p>While I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&amp;P 500 reflect that.</p>\n<p>While I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.</p>\n<p><b>The Technical View Of The S&amp;P 500</b></p>\n<p>This is a monthly (SPY) chart. What jumps out at you?</p>\n<p><img src=\"https://static.tigerbbs.com/45d1a060559c8a7991499236ab7ee5b8\" tg-width=\"1834\" tg-height=\"861\" width=\"100%\" height=\"auto\"></p>\n<p>How about now?</p>\n<p><img src=\"https://static.tigerbbs.com/5e7a38531178fc1ee1e321842c8c80ca\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/570890645cf8cc7eed30a3affaea8241\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>A correction is inevitable. You are playing with fire if you are chasing here.</p>\n<p>But, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.</p>\n<p>Shooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.</p>\n<p>Shooter and I are both showing an S&amp;P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.</p>\n<p><b>What About The Fed?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6fa0280b46d20716904484e370a3d8e0\" tg-width=\"1168\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>There's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.</p>\n<p>That was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.</p>\n<p>Then COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.</p>\n<p>The Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?</p>\n<p>Interestingly, for the first time in a long time, margin debt ebbed a bit.</p>\n<p>That little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.</p>\n<p><img src=\"https://static.tigerbbs.com/6aa7bfa757b16de395877355efd9d751\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Investment Actions Now</b></p>\n<p>Very simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.</p>\n<p>If you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.</p>\n<p>In short, tighten up your asset allocation. Risk management first.</p>","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>A Correction Is Due And It Could Be Deep</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\">\nA Correction Is Due And It Could Be Deep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144088215","content_text":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.\nThe Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.\nRaise cash quickly to the high end of your asset allocation policy.\n\nAny look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.\nLast year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.\nToday, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.\nNow that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.\nS&P 500 Valuation\nI have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.\n\nI pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.\n\nClearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?\nWhile I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.\nWhile I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.\nThe Technical View Of The S&P 500\nThis is a monthly (SPY) chart. What jumps out at you?\n\nHow about now?\n\nA correction is inevitable. You are playing with fire if you are chasing here.\nBut, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.\nShooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.\nShooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.\nWhat About The Fed?\n\nThere's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.\nThat was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.\nThen COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.\nThe Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?\nInterestingly, for the first time in a long time, margin debt ebbed a bit.\nThat little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.\n\nInvestment Actions Now\nVery simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.\nIf you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.\nIn short, tighten up your asset allocation. Risk management first.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831174004,"gmtCreate":1629297327808,"gmtModify":1676529996439,"author":{"id":"3582419865898095","authorId":"3582419865898095","name":"Dharmas","avatar":"https://static.tigerbbs.com/958504ca4f693ceeefee2f0ab7c32368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582419865898095","authorIdStr":"3582419865898095"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831174004","repostId":"1171001359","repostType":4,"repost":{"id":"1171001359","pubTimestamp":1629296316,"share":"https://ttm.financial/m/news/1171001359?lang=&edition=fundamental","pubTime":"2021-08-18 22:18","market":"us","language":"en","title":"Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1171001359","media":"zerohedge","summary":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone wa","content":"<p><i><b>(Update: August 18, 2021 at 10:59 a.m. ET)</b></i></p>\n<blockquote>\n Palantir jumped over 5% in morning trading.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c6c19f9313f0357f7f3c8110913c6115\" tg-width=\"1578\" tg-height=\"715\" width=\"100%\" height=\"auto\"></p>\n<p>Anyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a&nbsp;market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.</p>\n<p>The software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week that<b>it stockpiled $50.7 million in gold bars earlier this month.</b>The filing also said it<b>acquired technology startups, blank-check companies, and even cryptocurrencies.</b></p>\n<p>Palantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).</p>\n<p>Shyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:<b>\"you have to be prepared for a future with more black swan events.\"</b></p>\n<p>Palantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.</p>\n<blockquote>\n <b>\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"</b>Palantir wrote.\n</blockquote>\n<p>None of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.</p>\n<p>Palantir co-founder Joe Lonsdale was quoted not too long ago, saying,<i><b>&nbsp;\"idiots are running the Fed.\"</b></i>Lonsdale was referencing the unconventional monetary policy that has helped balloon&nbsp;the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.</p>\n<p>What is remarkable is that<b>foreign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt</b>(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):</p>\n<p><img src=\"https://static.tigerbbs.com/c1ddac8aa20be7a0cf3dcfe13587a3fa\" tg-width=\"543\" tg-height=\"464\" referrerpolicy=\"no-referrer\">Palantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...</p>\n<p><img src=\"https://static.tigerbbs.com/cf3b4e6ae10385fc98caf63d675bf4c9\" tg-width=\"991\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Mike Krieger of Liberty Blitzkrieg&nbsp;tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:<i><b>\"When the spooks tell you a false flag is coming, a false flag is coming.\"</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/f2af9b00c2c37ebd743bff641e58c3aa\" tg-width=\"513\" tg-height=\"491\" referrerpolicy=\"no-referrer\">Palantir is not alone asSchiffGoldnotes that<b>Chinese gold demand rebounded sharply in the first half of 2021</b>after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.</p>\n<p>Demand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.<b>Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Buys Over $50 Million Of Gold Bars: \"Preparing For A Future With More Black Swans\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171001359","content_text":"(Update: August 18, 2021 at 10:59 a.m. ET)\n\n Palantir jumped over 5% in morning trading.\n\n\nAnyone watching Tuesday's US market cash session sees red across the board. One of the strongest sell programs in months dumped stocks at the start of trading on Tuesday, and equity volatility spiked to the upside. As Nomura warned looking the arcane gamma topology underpinning the market, this could be the beginning of a market storm. And ahead of what could be further market turmoil, Palantir Technologies warned about an upcoming \"black swan event,\" according toBloomberg.\nThe software company, co-founded by the technology billionaire Peter Thiel and CEO Alex Karp, wrote in a filing last week thatit stockpiled $50.7 million in gold bars earlier this month.The filing also said itacquired technology startups, blank-check companies, and even cryptocurrencies.\nPalantir had previously said it would accept Bitcoin as a form of payment for its services, along with payment in precious metals (however Bloomberg quoted a spokeswoman from Palantir who said no clients have paid in Bitcoin or gold yet).\nShyam Sankar, the COO of Palantir, said accepting nontraditional forms of payment \"reflects more of a worldview,\" adding:\"you have to be prepared for a future with more black swan events.\"\nPalantir's 100-ounce gold bars are expected to be stored in an undisclosed vault in the US Northeast.\n\n\"The company can take physical possession of the gold bars stored at the facility at any time with reasonable notice,\"Palantir wrote.\n\nNone of this comes as a surprise that the loss of faith in those \"who control the money\" [Federal Reserve] - cryptocurrencies and precious physical metals are becoming a popular hedge for when the system implodes.\nPalantir co-founder Joe Lonsdale was quoted not too long ago, saying, \"idiots are running the Fed.\"Lonsdale was referencing the unconventional monetary policy that has helped balloon the national debt by over $5 trillion since early March 2020, to $28.4 trillion and set the US dollar on collision course with loss of reserve status.\nWhat is remarkable is thatforeign holders of US Treasury Debt accounted for only a quarter of the spiking US National Debt(red line, right scale), the second-lowest end-of-quarter percentage since 2007 (viaWolf Street):\nPalantir's move into physical gold and cryptocurrencies is continuing the global de-dollarization trend...\nMike Krieger of Liberty Blitzkrieg tweeted about Palantir's gold buying and warning of another \"black swan event\" by saying:\"When the spooks tell you a false flag is coming, a false flag is coming.\"\nPalantir is not alone asSchiffGoldnotes thatChinese gold demand rebounded sharply in the first half of 2021after plummeting in 2020, according to data released by the China Gold Association (CGA). China ranks as the world’s number one gold consumer and the Chinese market has a significant impact on global demand.\nDemand was up 69.2%, coming in at just over 547 tons through the first 6 months of the year. China’s year-on-year gold consumption surged 93.9% in the first quarter alone.Gold demand wasn’t just up compared to 2020, a year of economic distress due to coronavirus. It was up 4.49% above pre-pandemic levels in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}