Profile - To The Moon

Kcc

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- KccKcc
  ·2022-03-28
  Pdd
  3 Top E-Commerce Stocks to Buy Right Now
  This fast-growing sector offers savvy long-term investors several options to capitalize.
  3 Top E-Commerce Stocks to Buy Right Now
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- KccKcc
  ·2022-02-01
  AI
  Palantir: The Microsoft Of Artificial Intelligence
  SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e
  Palantir: The Microsoft Of Artificial Intelligence
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- KccKcc
  ·2021-08-22
  $$
  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
  If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and
  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
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- KccKcc
  ·2021-07-25
  Travel
  Sorry, this post has been deleted
  259 Comment
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- KccKcc
  ·2021-07-25
  Travel
  Sorry, this post has been deleted
  200 Comment
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- KccKcc
  ·2021-07-24
  Nice
  Sorry, this post has been deleted
  296 Comment
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- KccKcc
  ·2021-07-20
  No worries buy the dip
  Is This the Long-Awaited Stock Market Crash?
  Investors are always trying to anticipate the next stock market crash. Those searching for signs of
  Is This the Long-Awaited Stock Market Crash?
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- KccKcc
  ·2021-07-18
  Saas
  Tesla launches subscription service for advanced driver assistance software
  BERKELEY, California, July 17 - Tesla Inc said on Saturday that it has introduced an option for some customers to subscribe to its advanced driver assistance software, dubbed "Full Self-Driving capability", for $199 per month, instead of paying $10,000 upfront."FSD capability subscriptions are currently available to eligible vehicles in the United States. Check your Tesla app for updates on availability in other regions," Tesla said on its website."The currently enabled features do not make the
  Tesla launches subscription service for advanced driver assistance software
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- KccKcc
  ·2021-07-17
  More to go
  Sorry, this post has been deleted
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- KccKcc
  ·2021-07-17
  No fear
  Don't Fear A Stock Market Crash
  Summary Warnings and claims of a stock market crash keep surfacing as the markets continue to push
  Don't Fear A Stock Market Crash
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10:29","market":"us","language":"en","title":"3 Top E-Commerce Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2222523908","media":"Motley Fool","summary":"This fast-growing sector offers savvy long-term investors several options to capitalize.","content":"<html><head></head><body><p>The transition toward e-commerce is in full swing. The pandemic accelerated this trend, but let&#39;s face it: Rising e-commerce is inevitable. According to Statista, retail e-commerce sales reached $4.9 trillion globally in 2021 and are expected to grow to over $7.3 trillion in 2025. The U.S. alone accounted for $768 billion of that last year.</p><p>Many companies that we might not typically associate with e-commerce have entered the fray and are bolstering their legacy businesses. The companies below could help long-term investors outpace the market.</p><p><a href=\"https://laohu8.com/S/ORLY\">O&#39;Reilly</a></p><p>Let&#39;s start with an unconventional e-commerce company. <a href=\"https://laohu8.com/S/ORLY\">O&#39;Reilly</a> probably isn&#39;t the first name that pops into your head when it comes to online shopping. However, its growth strategy has an omnichannel focus. Professional service providers can now place orders and receive local delivery with O&#39;Reilly&#39;s proprietary platform made just for them. At the same time, DIY customers can do the same through the company&#39;s website.</p><p>O&#39;Reilly could also capitalize on the enormous inflation we see in the new and used car markets. Gone are the days of haggling with the dealer for a deal well below the manufacturer&#39;s suggested retail price (MSRP). Instead, new car buyers are getting sticker shock. Thanks to dwindling inventories and the rising cost of new cars, used car prices have been up more than 40% over the past year. As a result, it&#39;s a good bet many drivers will be holding on to their vehicles longer, and the demand for parts from both professional service providers and DIY car owners will remain strong.</p><p>The company is already posting impressive results with revenue increasing to $13.3 billion in 2021, up 15%. The company&#39;s diluted earnings per share (EPS) also increased 32% to reach $31.10 last year. That was due in part to the company&#39;s lucrative share buyback program, which totaled nearly $2.5 billion in 2021 alone. O&#39;Reilly stock has gained over 40% in the past year, and the company is set up to continue its impressive run long term.</p><p><a href=\"https://laohu8.com/S/TGT\">Target</a></p><p><a href=\"https://laohu8.com/S/TGT\">Target</a> is another retailer that has embraced e-commerce and made a splash in recent years. In fiscal 2021, comparable sales grew 12.7%, while digital growth hit 20.8%. Even more impressive, that performance followed comparable online sales growth of 145% in fiscal 2020 due to COVID-19. Digital made up 19% of the company&#39;s $104.6 billion in total sales last year, and Target fulfills 95% of those digital sales through its existing stores, allowing it to leverage existing assets. Target actually increased its operating margin in 2021 despite the challenging labor environment.</p><p>A dependable dividend can be a long-term investor&#39;s best friend during times of uncertainty. Target hasn&#39;t missed a dividend payment since 1967 -- two years before Apollo 11 landed on the moon. It has been increasing the payout for 50 years as well. The dividend currently yields about 1.7%. While that&#39;s nothing to write home about, a steadily rising dividend should raise a shareholder&#39;s effective yield over time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0c161371a1396db0325fcf1028d0fc5\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p>I would be remiss not to mention <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> when discussing e-commerce stocks. Especially in light of its recent blockbuster stock split announcement. Management has announced the company will undergo a 20:1 stock split and begin trading split-adjusted on June 6, 2022. Individual investors have clamored for this split for some time.</p><p>However, the most significant impact may be the company&#39;s potential for inclusion in the <b>Dow Jones Industrial Average</b>. Because of how the Dow is calculated, a stock that trades for thousands of dollars cannot practically be added to the index. Once Amazon&#39;s stock splits, it could be a <i>prime</i>candidate for inclusion.</p><p>Lost in the stock split announcement was also a $10 billion share buyback authorization. While this won&#39;t make much of a dent in the company&#39;s outstanding shares, the signal from management is they feel the stock is undervalued. It could also be a sign of more share buybacks to come.</p><p>The company&#39;s e-commerce business dealt with severe headwinds in 2021 relating to additional labor costs and logistical expenses associated with COVID-19. This crimped margins in Amazon&#39;s North America and international segments. However, AWS picked up the slack as usual. Revenue for the cloud-computing operation increased 37% to reach $62 billion in 2021, and all with a 30% operating margin. This helped the company achieve record sales of $469.8 billion for the year. Amazon could easily outpace the market in the future as headwinds in online retail subside.</p></body></html>","source":"fool_stock","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>3 Top E-Commerce Stocks to Buy Right Now</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\">\n3 Top E-Commerce Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/27/3-top-e-commerce-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The transition toward e-commerce is in full swing. The pandemic accelerated this trend, but let's face it: Rising e-commerce is inevitable. According to Statista, retail e-commerce sales reached $4.9 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/27/3-top-e-commerce-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4532":"文艺复兴科技持仓","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4503":"景林资产持仓","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","TGT":"塔吉特","BK4524":"宅经济概念","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4538":"云计算","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","ORLY":"奥莱利","BK4507":"流媒体概念"},"source_url":"https://www.fool.com/investing/2022/03/27/3-top-e-commerce-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222523908","content_text":"The transition toward e-commerce is in full swing. The pandemic accelerated this trend, but let's face it: Rising e-commerce is inevitable. According to Statista, retail e-commerce sales reached $4.9 trillion globally in 2021 and are expected to grow to over $7.3 trillion in 2025. The U.S. alone accounted for $768 billion of that last year.Many companies that we might not typically associate with e-commerce have entered the fray and are bolstering their legacy businesses. The companies below could help long-term investors outpace the market.O'ReillyLet's start with an unconventional e-commerce company. O'Reilly probably isn't the first name that pops into your head when it comes to online shopping. However, its growth strategy has an omnichannel focus. Professional service providers can now place orders and receive local delivery with O'Reilly's proprietary platform made just for them. At the same time, DIY customers can do the same through the company's website.O'Reilly could also capitalize on the enormous inflation we see in the new and used car markets. Gone are the days of haggling with the dealer for a deal well below the manufacturer's suggested retail price (MSRP). Instead, new car buyers are getting sticker shock. Thanks to dwindling inventories and the rising cost of new cars, used car prices have been up more than 40% over the past year. As a result, it's a good bet many drivers will be holding on to their vehicles longer, and the demand for parts from both professional service providers and DIY car owners will remain strong.The company is already posting impressive results with revenue increasing to $13.3 billion in 2021, up 15%. The company's diluted earnings per share (EPS) also increased 32% to reach $31.10 last year. That was due in part to the company's lucrative share buyback program, which totaled nearly $2.5 billion in 2021 alone. O'Reilly stock has gained over 40% in the past year, and the company is set up to continue its impressive run long term.TargetTarget is another retailer that has embraced e-commerce and made a splash in recent years. In fiscal 2021, comparable sales grew 12.7%, while digital growth hit 20.8%. Even more impressive, that performance followed comparable online sales growth of 145% in fiscal 2020 due to COVID-19. Digital made up 19% of the company's $104.6 billion in total sales last year, and Target fulfills 95% of those digital sales through its existing stores, allowing it to leverage existing assets. Target actually increased its operating margin in 2021 despite the challenging labor environment.A dependable dividend can be a long-term investor's best friend during times of uncertainty. Target hasn't missed a dividend payment since 1967 -- two years before Apollo 11 landed on the moon. It has been increasing the payout for 50 years as well. The dividend currently yields about 1.7%. While that's nothing to write home about, a steadily rising dividend should raise a shareholder's effective yield over time.Data by YCharts.AmazonI would be remiss not to mention Amazon when discussing e-commerce stocks. Especially in light of its recent blockbuster stock split announcement. Management has announced the company will undergo a 20:1 stock split and begin trading split-adjusted on June 6, 2022. Individual investors have clamored for this split for some time.However, the most significant impact may be the company's potential for inclusion in the Dow Jones Industrial Average. Because of how the Dow is calculated, a stock that trades for thousands of dollars cannot practically be added to the index. Once Amazon's stock splits, it could be a primecandidate for inclusion.Lost in the stock split announcement was also a $10 billion share buyback authorization. While this won't make much of a dent in the company's outstanding shares, the signal from management is they feel the stock is undervalued. It could also be a sign of more share buybacks to come.The company's e-commerce business dealt with severe headwinds in 2021 relating to additional labor costs and logistical expenses associated with COVID-19. This crimped margins in Amazon's North America and international segments. However, AWS picked up the slack as usual. Revenue for the cloud-computing operation increased 37% to reach $62 billion in 2021, and all with a 30% operating margin. This helped the company achieve record sales of $469.8 billion for the year. Amazon could easily outpace the market in the future as headwinds in online retail subside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091094976,"gmtCreate":1643727492895,"gmtModify":1676533849120,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"AI","listText":"AI","text":"AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091094976","repostId":"1196808170","repostType":4,"repost":{"id":"1196808170","kind":"news","pubTimestamp":1643709294,"share":"https://ttm.financial/m/news/1196808170?lang=&edition=fundamental","pubTime":"2022-02-01 17:54","market":"us","language":"en","title":"Palantir: The Microsoft Of Artificial Intelligence","url":"https://stock-news.laohu8.com/highlight/detail?id=1196808170","media":"seekingalpha","summary":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir sits on top of other systems just like Windows does.</li><li>Gotham and Foundry are not the end but only the beginning.</li><li>Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</li><li>SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</li></ul><p>Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill&#39;s famous quote regarding Russia &#34;It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. &#34;</p><p>How can a company that&#39;s been in existence almost 20 years still be such a mystery to so many? My answer is: it&#39;s part of the plan.</p><p>I have written about Palantir before in this article &#34;Palantir Is About Data And Data Is The Future &#34;. In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.</p><p>In this article, I will attempt to define PLTR as an operating system sitting on top of a user&#39;s various and sundry systems in order to easily access and order myriad data sources quickly and legibly.</p><p>Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.</p><p><b>1. Palantir sits on top of other systems just like Windows does.</b></p><p>What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).</p><p>That&#39;s what Gotham and Foundry do: they control what&#39;s beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.</p><p>Think about Windows for example.</p><p>Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.</p><p>Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that&#39;s what operating systems do.</p><p><b>2. Gotham and Foundry are not the end but only the beginning.</b></p><p>Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.</p><p>Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.</p><p>The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.</p><p>Where exactly will PLTR&#39;s systems be in 5, 10, or 20 years? I certainly don&#39;t know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft&#39;s historic path than say Oracle&#39;s.</p><p><b>Per Palantir&#39;s COO Shyam Sankar:</b></p><blockquote>Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,</blockquote><p>Source:Seeking Alpha</p><p>So &#34;building before the need is obvious&#34; means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.</p><p><b>3. Palantir&#39;s next 10 years could be like Microsoft&#39;s early years.</b></p><p>Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT&#39;s revenue in 1992 was about $1.5 billion close to Palantir&#39;s revenue of $1.1 billion in 2020.</p><p>Just as a curiosity, let&#39;s look at MSFT&#39;s 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad5e3e0e226264cba87e4902d1143ac\" tg-width=\"647\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and Author</span></p><p>Note Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft&#39;s founders and perhaps a little wiser too.</p><p>The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.</p><p><img src=\"https://static.tigerbbs.com/d847b9f38da7f4f2a20ae04b3be26b07\" tg-width=\"1214\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p><p>The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.</p><p>Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf096508c2197eebaafaf7833770cb05\" tg-width=\"644\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and author</span></p><p><b>4. SBC (Stock Based Compensation) doesn&#39;t seem to have hurt Microsoft.</b></p><p>One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b22667e48e9a254fd11bd7ae4693ea1\" tg-width=\"416\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Of course, those numbers do not include options provided to employees that have not been cashed in yet.</p><p>But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.</p><blockquote>The company&#39;s 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.</blockquote><p>Source:Wikipedia</p><p>Add Steve Ballmer&#39;s $120 billion to the billionaire&#39;s list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.</p><p>As a comparison to MSFT&#39;s 12,000 millionaires, PLTR only has about 3,000 employees.</p><p>Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.</p><p><b>Conclusion:</b></p><p>Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.</p><p>That&#39;s why PLTR&#39;s current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.</p><p>There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.</p><p>And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.</p><p>How about the distance, speed, and spin of every golf stroke on the PGA Tour?</p><p>And Steph Curry&#39;s individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?</p><p>While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.</p><p>That&#39;s what Palantir knows and why it is an excellent long-term investment.</p><p>Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Microsoft Of Artificial Intelligence</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: The Microsoft Of Artificial Intelligence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft\">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://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196808170","content_text":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia \"It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. \"How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.I have written about Palantir before in this article \"Palantir Is About Data And Data Is The Future \". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.1. Palantir sits on top of other systems just like Windows does.What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.Think about Windows for example.Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.2. Gotham and Foundry are not the end but only the beginning.Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.Per Palantir's COO Shyam Sankar:Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,Source:Seeking AlphaSo \"building before the need is obvious\" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.3. Palantir's next 10 years could be like Microsoft's early years.Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.NASDAQ and AuthorNote Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.NASDAQ and author4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.Seeking AlphaOf course, those numbers do not include options provided to employees that have not been cashed in yet.But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.Source:WikipediaAdd Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.Conclusion:Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.How about the distance, speed, and spin of every golf stroke on the PGA Tour?And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.That's what Palantir knows and why it is an excellent long-term investment.Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832847618,"gmtCreate":1629612050034,"gmtModify":1676530079882,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"$$","listText":"$$","text":"$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832847618","repostId":"1176431153","repostType":4,"repost":{"id":"1176431153","kind":"news","pubTimestamp":1629604617,"share":"https://ttm.financial/m/news/1176431153?lang=&edition=fundamental","pubTime":"2021-08-22 11:56","market":"us","language":"en","title":"Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176431153","media":"Barron's","summary":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and ","content":"<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.</p>\n<p>Berkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.</p>\n<p>There were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.</p>\n<p>As for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.</p>\n<p>And it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&amp;P 500index’s total return of about 20%.</p>\n<p><b>Last WeekPre-Tantrum</b></p>\n<p>Stock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&amp;P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&amp;P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.</p>\n<p><b>Shop Till They Drop</b></p>\n<p>Retailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)</p>\n<p><b>Calling All Hackers</b></p>\n<p>Shares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.</p>\n<p><b>Passing the Baton</b></p>\n<p>Johnson &amp; Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&amp;J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.</p>\n<p><b>Annals of Deal Making</b></p>\n<p>Gene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black &amp; Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.</p>","source":"lsy1610680873436","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>Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.</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\">\nBuffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did ...</p>\n\n<a href=\"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176431153","content_text":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.\nBerkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.\nThere were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.\nAs for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.\nAnd it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&P 500index’s total return of about 20%.\nLast WeekPre-Tantrum\nStock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.\nShop Till They Drop\nRetailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)\nCalling All Hackers\nShares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.\nPassing the Baton\nJohnson & Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.\nAnnals of Deal Making\nGene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black & Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582343092162434","authorId":"3582343092162434","name":"TehOChris","avatar":"https://static.tigerbbs.com/e30ddf46446866173986a5c85e5f4e88","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582343092162434","authorIdStr":"3582343092162434"},"content":"like this comment thx","text":"like this comment thx","html":"like this comment thx"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177623676,"gmtCreate":1627212829495,"gmtModify":1703485615439,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"Travel","listText":"Travel","text":"Travel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177623676","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177629598,"gmtCreate":1627212788714,"gmtModify":1703485614450,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"Travel","listText":"Travel","text":"Travel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177629598","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174277608,"gmtCreate":1627106883604,"gmtModify":1703484384046,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174277608","repostId":"1181195967","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171460095,"gmtCreate":1626756748917,"gmtModify":1703764626050,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"No worries buy the dip&nbsp;","listText":"No worries buy the dip&nbsp;","text":"No worries buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171460095","repostId":"1149818409","repostType":4,"repost":{"id":"1149818409","kind":"news","pubTimestamp":1626746165,"share":"https://ttm.financial/m/news/1149818409?lang=&edition=fundamental","pubTime":"2021-07-20 09:56","market":"us","language":"en","title":"Is This the Long-Awaited Stock Market Crash?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149818409","media":"Motley Fool","summary":"Investors are always trying to anticipate the next stock market crash. Those searching for signs of ","content":"<p>Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come sooner rather than later, with investors continuing to worry about the sharp increase in COVID-19 cases in the U.S. and in other areas of the world. As of 11:15 a.m. EDT, the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)was down 767 points to 33,921. The&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)had dropped 65 points to 4,262, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)was lower by 143 points to 14,284.</p>\n<p>You can always make a bearish case for why the stock market should stop going up, at least in the short run. However, investors spend too much time trying to figure out exact timing. If you're truly worried about your exposure to the stock market, then the time to take action is<i>before</i>the worst of the next bear market happens. Below, we'll take a closer look at what's hitting the market today and what response might be most appropriate.</p>\n<p><b>Slowing down</b></p>\n<p>Many investors couldn't understand the huge gains that the stock market has produced over the past 15 months. Even as the global economy struggled under the weight of pandemic-caused lockdowns, the stock market reflected a level of optimism that simply didn't seem to be there yet. Eventually, vaccines led to reopenings, which in turn started to help lift the prospects for companies hit hard by the pandemic.</p>\n<p>Now, though, the fear among investors is that the markets have gotten ahead of themselves. As the delta variant helps stoke rising COVID-19 case counts, the idea that the pandemic would soon no longer be a major factor in the economy is starting to lose credibility.</p>\n<p>That change of attitude is having dramatic impacts across the financial markets:</p>\n<ul>\n <li>Bond yields have plunged as investors seek the reliable, though minuscule, returns available from fixed income securities. Ten-year Treasury yields dropped below 1.2% Monday morning, and after having seen some upward movement in recent months, international bond yields now appear likely to remain negative in many countries throughout Europe for the foreseeable future.</li>\n <li>The drop in long-term rates has hit financial stocks hard, with<b>Goldman Sachs</b>(NYSE:GS)leading big banks lower with a nearly 4% drop. Financials are playing a major role in pulling the Dow down by a larger percentage than other markets on Monday.</li>\n <li>Signs ofinflationary pressureare showing early signs of potentially reversing. Crude oil fell nearly $5 per barrel on Monday, falling to $67 per barrel and causing oil-related stocks to fall.<b>Chevron</b>(NYSE:CVX)was among the Dow's weakest performers, falling more than 3% Monday morning.</li>\n <li>Meanwhile, some stocks are benefiting.<b>Moderna</b>(NASDAQ:MRNA)shares rose, perhaps in anticipation ofgreater vaccine sales, while<b>Peloton Interactive</b>(NASDAQ:PTON)also gained ground as some anticipate that more fitness enthusiasts might stay home if health risk levels increase.</li>\n</ul>\n<p>Meanwhile, cyclical stocks in areas like industrials and materials are also particularly weak. The declines are coming after a generally strong performance over the past year.</p>\n<p><b>Don't panic -- but be ready for what might come next</b></p>\n<p>It's always hard to deal with market downturns, and in particular, the long-term rise in the Dow makes declines seem worse than they really are. Drops of 2% have always been commonplace on Wall Street, but with the Dow having jumped as far as it has, the inevitable \"Dow Down 700+\" headlines always look more ominous.</p>\n<p>Panic-selling after a stock market crash almost never works out well, and that's why feeling comfortable with your current level of risk<i>before</i>a crash comes is so important. In particular, if you find your portfolio has a lot more invested in stocks than you thought after the big gains of the past year, it's not unreasonable to rebalance your portfolio and move some of that money out of the market before a crash. Many investors like to target certain percentages in various asset classes, and it's smart to periodically check in on your holdings to make sure gains in one area and losses in another haven't thrown your portfolio out of whack.</p>\n<p>Monday morning's downward move doesn't count as a crash. That doesn't mean there won't be one later today, tomorrow, next week, or later this year. Regardless, though,having an investing strategythat acknowledges the inevitable fact that a crash will come at some point will definitely help you whenever that fateful day finally does arrive.</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>Is This the Long-Awaited Stock Market Crash?</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\">\nIs This the Long-Awaited Stock Market Crash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/19/is-this-the-long-awaited-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/19/is-this-the-long-awaited-stock-market-crash/\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2021/07/19/is-this-the-long-awaited-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149818409","content_text":"Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come sooner rather than later, with investors continuing to worry about the sharp increase in COVID-19 cases in the U.S. and in other areas of the world. As of 11:15 a.m. EDT, the Dow Jones Industrial Average(DJINDICES:^DJI)was down 767 points to 33,921. The S&P 500(SNPINDEX:^GSPC)had dropped 65 points to 4,262, and the Nasdaq Composite(NASDAQINDEX:^IXIC)was lower by 143 points to 14,284.\nYou can always make a bearish case for why the stock market should stop going up, at least in the short run. However, investors spend too much time trying to figure out exact timing. If you're truly worried about your exposure to the stock market, then the time to take action isbeforethe worst of the next bear market happens. Below, we'll take a closer look at what's hitting the market today and what response might be most appropriate.\nSlowing down\nMany investors couldn't understand the huge gains that the stock market has produced over the past 15 months. Even as the global economy struggled under the weight of pandemic-caused lockdowns, the stock market reflected a level of optimism that simply didn't seem to be there yet. Eventually, vaccines led to reopenings, which in turn started to help lift the prospects for companies hit hard by the pandemic.\nNow, though, the fear among investors is that the markets have gotten ahead of themselves. As the delta variant helps stoke rising COVID-19 case counts, the idea that the pandemic would soon no longer be a major factor in the economy is starting to lose credibility.\nThat change of attitude is having dramatic impacts across the financial markets:\n\nBond yields have plunged as investors seek the reliable, though minuscule, returns available from fixed income securities. Ten-year Treasury yields dropped below 1.2% Monday morning, and after having seen some upward movement in recent months, international bond yields now appear likely to remain negative in many countries throughout Europe for the foreseeable future.\nThe drop in long-term rates has hit financial stocks hard, withGoldman Sachs(NYSE:GS)leading big banks lower with a nearly 4% drop. Financials are playing a major role in pulling the Dow down by a larger percentage than other markets on Monday.\nSigns ofinflationary pressureare showing early signs of potentially reversing. Crude oil fell nearly $5 per barrel on Monday, falling to $67 per barrel and causing oil-related stocks to fall.Chevron(NYSE:CVX)was among the Dow's weakest performers, falling more than 3% Monday morning.\nMeanwhile, some stocks are benefiting.Moderna(NASDAQ:MRNA)shares rose, perhaps in anticipation ofgreater vaccine sales, whilePeloton Interactive(NASDAQ:PTON)also gained ground as some anticipate that more fitness enthusiasts might stay home if health risk levels increase.\n\nMeanwhile, cyclical stocks in areas like industrials and materials are also particularly weak. The declines are coming after a generally strong performance over the past year.\nDon't panic -- but be ready for what might come next\nIt's always hard to deal with market downturns, and in particular, the long-term rise in the Dow makes declines seem worse than they really are. Drops of 2% have always been commonplace on Wall Street, but with the Dow having jumped as far as it has, the inevitable \"Dow Down 700+\" headlines always look more ominous.\nPanic-selling after a stock market crash almost never works out well, and that's why feeling comfortable with your current level of riskbeforea crash comes is so important. In particular, if you find your portfolio has a lot more invested in stocks than you thought after the big gains of the past year, it's not unreasonable to rebalance your portfolio and move some of that money out of the market before a crash. Many investors like to target certain percentages in various asset classes, and it's smart to periodically check in on your holdings to make sure gains in one area and losses in another haven't thrown your portfolio out of whack.\nMonday morning's downward move doesn't count as a crash. That doesn't mean there won't be one later today, tomorrow, next week, or later this year. Regardless, though,having an investing strategythat acknowledges the inevitable fact that a crash will come at some point will definitely help you whenever that fateful day finally does arrive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173393199,"gmtCreate":1626612267511,"gmtModify":1703762318012,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"Saas&nbsp;","listText":"Saas&nbsp;","text":"Saas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173393199","repostId":"2152681854","repostType":4,"repost":{"id":"2152681854","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626526918,"share":"https://ttm.financial/m/news/2152681854?lang=&edition=fundamental","pubTime":"2021-07-17 21:01","market":"us","language":"en","title":"Tesla launches subscription service for advanced driver assistance software","url":"https://stock-news.laohu8.com/highlight/detail?id=2152681854","media":"Reuters","summary":"BERKELEY, California, July 17  - Tesla Inc said on Saturday that it has introduced an option for some customers to subscribe to its advanced driver assistance software, dubbed \"Full Self-Driving capability\", for $199 per month, instead of paying $10,000 upfront.\"FSD capability subscriptions are currently available to eligible vehicles in the United States. Check your Tesla app for updates on availability in other regions,\" Tesla said on its website.\"The currently enabled features do not make the","content":"<p>BERKELEY, California, July 17 (Reuters) - Tesla Inc said on Saturday that it has introduced an option for some customers to subscribe to its advanced driver assistance software, dubbed \"Full Self-Driving capability\", for $199 per month, instead of paying $10,000 upfront.</p>\n<p>\"FSD capability subscriptions are currently available to eligible vehicles in the United States. Check your Tesla app for updates on availability in other regions,\" Tesla said on its website.</p>\n<p>\"The currently enabled features do not make the vehicle autonomous,\" Tesla said, adding they \"require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.\"</p>\n<p>Tesla currently charges $10,000 for semi-automated driving features such as lane changing and parking assistance under its full self-driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> package.</p>\n<p>Tesla said the subscription service is available in vehicles equipped with \"Full Self-Driving computer 3.0 or above.\" Tesla told customers that upgrading to the new hardware will cost $1,500.</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>Tesla launches subscription service for advanced driver assistance software</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla launches subscription service for advanced driver assistance software\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-17 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERKELEY, California, July 17 (Reuters) - Tesla Inc said on Saturday that it has introduced an option for some customers to subscribe to its advanced driver assistance software, dubbed \"Full Self-Driving capability\", for $199 per month, instead of paying $10,000 upfront.</p>\n<p>\"FSD capability subscriptions are currently available to eligible vehicles in the United States. Check your Tesla app for updates on availability in other regions,\" Tesla said on its website.</p>\n<p>\"The currently enabled features do not make the vehicle autonomous,\" Tesla said, adding they \"require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.\"</p>\n<p>Tesla currently charges $10,000 for semi-automated driving features such as lane changing and parking assistance under its full self-driving <a href=\"https://laohu8.com/S/FSD\">$(FSD)$</a> package.</p>\n<p>Tesla said the subscription service is available in vehicles equipped with \"Full Self-Driving computer 3.0 or above.\" Tesla told customers that upgrading to the new hardware will cost $1,500.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152681854","content_text":"BERKELEY, California, July 17 (Reuters) - Tesla Inc said on Saturday that it has introduced an option for some customers to subscribe to its advanced driver assistance software, dubbed \"Full Self-Driving capability\", for $199 per month, instead of paying $10,000 upfront.\n\"FSD capability subscriptions are currently available to eligible vehicles in the United States. Check your Tesla app for updates on availability in other regions,\" Tesla said on its website.\n\"The currently enabled features do not make the vehicle autonomous,\" Tesla said, adding they \"require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.\"\nTesla currently charges $10,000 for semi-automated driving features such as lane changing and parking assistance under its full self-driving $(FSD)$ package.\nTesla said the subscription service is available in vehicles equipped with \"Full Self-Driving computer 3.0 or above.\" Tesla told customers that upgrading to the new hardware will cost $1,500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179174396,"gmtCreate":1626498093015,"gmtModify":1703761181831,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"More to go","listText":"More to go","text":"More to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179174396","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179175849,"gmtCreate":1626498023281,"gmtModify":1703761180518,"author":{"id":"3585389653081027","authorId":"3585389653081027","name":"Kcc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585389653081027","authorIdStr":"3585389653081027"},"themes":[],"htmlText":"No fear","listText":"No fear","text":"No fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179175849","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","kind":"news","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</p>","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>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}