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- UsoppyUsoppy
  ·2021-07-22
  Interesting news
  Rabobank On The Market's Response To Everything: "Where Is This Month's QE?"
  Sorted Out for QEs and Biz Equities and bond yields swung on little news yesterday: if you checked i
  Rabobank On The Market's Response To Everything: "Where Is This Month's QE?"
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- UsoppyUsoppy
  ·2021-07-22
  Wah interesting
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- UsoppyUsoppy
  ·2021-07-18
  Wah
  Faux fish looks to ride the growing wave of alternative meats
  Faux fish is angling to be the next big thing in alternative protein. Alt-meat has skyrocketed in po
  Faux fish looks to ride the growing wave of alternative meats
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- UsoppyUsoppy
  ·2021-07-16
  ?
  Earnings results ahead may reignite a rally in cyclical stocks linked to the economy
  Earnings season may be a springboard for some cyclical companies to regain market leadership. Profit
  Earnings results ahead may reignite a rally in cyclical stocks linked to the economy
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US 10-year yields dropped as low 1.13% before closing at 1.22% - on not much data and much more Delta.<b>Equity markets love their highs, but really can’t handle it when they have to come down: it’s easier just to try to stay high – and that’s a theme we see all over.</b></p>\n<p><b>Jeff Bezos went into Spaaaaace</b>in an appropriately priapic rocket, at an apparent cost of $5.5bn, prompting former presidential candidate Tulsi Gabbard to tweet: “<i>Bezos, please stay up there. Do the world a favor</i>”. NASA’s chief also stressed there is a new Cold War Space Race, and “<i>If we’re going to get on the moon before the Chinese do, we’re going to have to have some more money.</i>” Timely public-sector lobbying given $3.5 trillion is in play? Or US national security taking a backseat to billionaire ego (again)? Market response:<b>“Where is this month’s QE?”</b></p>\n<p><b>Angela Merkel got Nord Stream 2</b>– but also a reported US side “deal” that would mean Germany taking “unspecified national action” against Russia if the latter uses energy as a weapon against Ukraine. Yetthe Atlantic Councilargues under the 2009 EU Gas Directive NS2 supply must be unbundled; and Article 36 only allows exemption if NS2 increases competition, enhances security, and is not be detrimental to competition or the effective functioning of EU gas supply. As such:<i>“Even if a German regulator gives way to Russian interests and greenlights the pipeline into full operation, the Commission—as the Guardian of the Treaties—will have no choice but to resist, backed up by many member states and ultimately supported by the EU Court of Justice.”</i>What a Debbie Downer on Angie’s Energy Upper. Market response: “<b>Where is this month’s QE?”</b></p>\n<p>Likewise, Treasury Secretary Yellen has stated stablecoins will be regulated “quickly”; and<b>the EU is proposing to ban anonymous crypto transactions, as well as cash transactions over EUR10,000</b>. Bitcoin remains just below $30,000, but looks to be in a politically-decaying orbit. And can you smell the CBDCs coming? The Financial Times is pushing them today, and ahead of the game --as it is for the moon?-- China is pressing ahead with eCNY for the Beijing Olympics: which a smattering of US Senators are saying they don’t want US athletes to use for national security reasons - while US billionaires are silent. Market response: “<b>Where is this month’s QE – and what do I put it in if not crypto?”</b></p>\n<p><b>China’s largest property developer, Evergrande, is certainly looking down</b>– which matters even after the Anbang, HNA, Huarong, Ant, and Didi heuristics. Property/construction *is* the Chinese economy, and its largest store of household wealth; yet the firm has a vast level of debt; and a massive chain of counter-parties/suppliers; and is trading as if it is going to crash – which some believe would be China’s Lehman moment if it were to happen. Hence in the eyes of most on the ground, it won’t: but what isn’t clear is who will then be paying, and how? Then again, that’s the question almost everywhere, isn’t it? Market response: “<b>Where is this month’s QE?”</b></p>\n<p>Which is a segue to another attack on<b>the “dangerous addiction” to QE</b>from a former governor of the Bank of England – even as we all know what will happen when we don’t have it. Which is not an argument *for* QE, to be completely clear.</p>\n<p>Given it is the height of summer, and would have been festival season pre-Covid, my mind turned to Pulp today thinking about this key topic – the British band that is. Their ‘Common People’ is almost a second national anthem – and more so when Tulsi Gabbard also tweeted: “<i>As the billionaires/power elite look down upon our planet they believe they own from their heavenly perch, regular folk struggle to pay the rent and put food on the table. Never has the divide between the elite and the rest of us been so stark.</i>” Moreover, frontman Jarvis Cocker lives in legend for his anti-establishmentstage-crashingresponse to Michael Jackson’s messianic performance at the 1996 Brit Awards. So please take the B-side lyrics to that famous Pulp single below as an equivalently-toned, liquidity-and-coming-down-related retort - presenting<b>“Sorted Out for QEs and Biz”</b>:</p>\n<ul>\n <li><i>“Oh, is this the way they say the future's meant to feel? Or just twenty thousand new penthouses near Spitalfields?</i></li>\n <li><i>And I don't quite understand just what this feeling is; But that's okay 'cause we're all sorted out for QEs and biz;</i></li>\n <li><i>And tell me when the green-ship lands 'cause all this has just got to mean something-ing;</i></li>\n <li><i>Oh, in the middle of the ‘fight’; It feels delightful, but then tomorrow morning; Oh, oh, then you come down, oh</i></li>\n <li><i>Oh yeah, the pirate video told us what was going down; as did the warnings from some upright bloke in London Town</i></li>\n <li><i>Oh, and no-one seems to know exactly where the end is; But that's okay 'cause we're all sorted out for QEs and biz;</i></li>\n <li><i>A four percent normal world seems very, very, very far away; All right, in the middle of the ‘fight’; It feels alright, but then tomorrow morning; Oh, oh, then you come down, oh</i></li>\n <li><i>Just keep on juicing!</i></li>\n <li><i>Everybody asks your game; They say we're all the same and now it's; \"Nice one,\" \"Green-er\"; But that's as far as the Build Back Better went</i></li>\n <li><i>I lost my friends; I QE’d alone; It's more than six years in; I want to go ‘home’; But it's \"No way,\" \"Not today\"; Makes you wonder what it meant</i></li>\n <li><i>And this hollow feeling grows and grows and grows and grows; And you want to call your mother; And say \"Mother, I can never afford a home again; ‘Cause QE seems to have left an important part of our brains somewhere; Somewhere in a field in Hampshire, all right\"</i></li>\n <li><i>In the middle of the night; It feels alright, but then tomorrow morning; Oh, oh, then you come down; Oh, oh, then you come down</i></li>\n <li><i>Oh, what if you never come down?</i></li>\n</ul>","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>Rabobank On The Market's Response To Everything: \"Where Is This Month's QE?\"</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\">\nRabobank On The Market's Response To Everything: \"Where Is This Month's QE?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sorted Out for QEs and Biz\nEquities and bond yields swung on little news yesterday: if you checked in early things were going up; a few hours later they crashed; and then they decided to take off. US ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe\">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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160000763","content_text":"Sorted Out for QEs and Biz\nEquities and bond yields swung on little news yesterday: if you checked in early things were going up; a few hours later they crashed; and then they decided to take off. US 10-year yields dropped as low 1.13% before closing at 1.22% - on not much data and much more Delta.Equity markets love their highs, but really can’t handle it when they have to come down: it’s easier just to try to stay high – and that’s a theme we see all over.\nJeff Bezos went into Spaaaaacein an appropriately priapic rocket, at an apparent cost of $5.5bn, prompting former presidential candidate Tulsi Gabbard to tweet: “Bezos, please stay up there. Do the world a favor”. NASA’s chief also stressed there is a new Cold War Space Race, and “If we’re going to get on the moon before the Chinese do, we’re going to have to have some more money.” Timely public-sector lobbying given $3.5 trillion is in play? Or US national security taking a backseat to billionaire ego (again)? Market response:“Where is this month’s QE?”\nAngela Merkel got Nord Stream 2– but also a reported US side “deal” that would mean Germany taking “unspecified national action” against Russia if the latter uses energy as a weapon against Ukraine. Yetthe Atlantic Councilargues under the 2009 EU Gas Directive NS2 supply must be unbundled; and Article 36 only allows exemption if NS2 increases competition, enhances security, and is not be detrimental to competition or the effective functioning of EU gas supply. As such:“Even if a German regulator gives way to Russian interests and greenlights the pipeline into full operation, the Commission—as the Guardian of the Treaties—will have no choice but to resist, backed up by many member states and ultimately supported by the EU Court of Justice.”What a Debbie Downer on Angie’s Energy Upper. Market response: “Where is this month’s QE?”\nLikewise, Treasury Secretary Yellen has stated stablecoins will be regulated “quickly”; andthe EU is proposing to ban anonymous crypto transactions, as well as cash transactions over EUR10,000. Bitcoin remains just below $30,000, but looks to be in a politically-decaying orbit. And can you smell the CBDCs coming? The Financial Times is pushing them today, and ahead of the game --as it is for the moon?-- China is pressing ahead with eCNY for the Beijing Olympics: which a smattering of US Senators are saying they don’t want US athletes to use for national security reasons - while US billionaires are silent. Market response: “Where is this month’s QE – and what do I put it in if not crypto?”\nChina’s largest property developer, Evergrande, is certainly looking down– which matters even after the Anbang, HNA, Huarong, Ant, and Didi heuristics. Property/construction *is* the Chinese economy, and its largest store of household wealth; yet the firm has a vast level of debt; and a massive chain of counter-parties/suppliers; and is trading as if it is going to crash – which some believe would be China’s Lehman moment if it were to happen. Hence in the eyes of most on the ground, it won’t: but what isn’t clear is who will then be paying, and how? Then again, that’s the question almost everywhere, isn’t it? Market response: “Where is this month’s QE?”\nWhich is a segue to another attack onthe “dangerous addiction” to QEfrom a former governor of the Bank of England – even as we all know what will happen when we don’t have it. Which is not an argument *for* QE, to be completely clear.\nGiven it is the height of summer, and would have been festival season pre-Covid, my mind turned to Pulp today thinking about this key topic – the British band that is. Their ‘Common People’ is almost a second national anthem – and more so when Tulsi Gabbard also tweeted: “As the billionaires/power elite look down upon our planet they believe they own from their heavenly perch, regular folk struggle to pay the rent and put food on the table. Never has the divide between the elite and the rest of us been so stark.” Moreover, frontman Jarvis Cocker lives in legend for his anti-establishmentstage-crashingresponse to Michael Jackson’s messianic performance at the 1996 Brit Awards. So please take the B-side lyrics to that famous Pulp single below as an equivalently-toned, liquidity-and-coming-down-related retort - presenting“Sorted Out for QEs and Biz”:\n\n“Oh, is this the way they say the future's meant to feel? Or just twenty thousand new penthouses near Spitalfields?\nAnd I don't quite understand just what this feeling is; But that's okay 'cause we're all sorted out for QEs and biz;\nAnd tell me when the green-ship lands 'cause all this has just got to mean something-ing;\nOh, in the middle of the ‘fight’; It feels delightful, but then tomorrow morning; Oh, oh, then you come down, oh\nOh yeah, the pirate video told us what was going down; as did the warnings from some upright bloke in London Town\nOh, and no-one seems to know exactly where the end is; But that's okay 'cause we're all sorted out for QEs and biz;\nA four percent normal world seems very, very, very far away; All right, in the middle of the ‘fight’; It feels alright, but then tomorrow morning; Oh, oh, then you come down, oh\nJust keep on juicing!\nEverybody asks your game; They say we're all the same and now it's; \"Nice one,\" \"Green-er\"; But that's as far as the Build Back Better went\nI lost my friends; I QE’d alone; It's more than six years in; I want to go ‘home’; But it's \"No way,\" \"Not today\"; Makes you wonder what it meant\nAnd this hollow feeling grows and grows and grows and grows; And you want to call your mother; And say \"Mother, I can never afford a home again; ‘Cause QE seems to have left an important part of our brains somewhere; Somewhere in a field in Hampshire, all right\"\nIn the middle of the night; It feels alright, but then tomorrow morning; Oh, oh, then you come down; Oh, oh, then you come down\nOh, what if you never come down?","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176252505,"gmtCreate":1626898388207,"gmtModify":1703480090450,"author":{"id":"4088827821361750","authorId":"4088827821361750","name":"Usoppy","avatar":"https://static.tigerbbs.com/7bb15260f5313b2cc876ca3c1cb3e101","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088827821361750","authorIdStr":"4088827821361750"},"themes":[],"htmlText":"Wah interesting","listText":"Wah interesting","text":"Wah interesting","images":[{"img":"https://static.tigerbbs.com/7d7eb3e7f5ba9d92570f4a063ea469c5","width":"1080","height":"2339"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176252505","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173057369,"gmtCreate":1626589784751,"gmtModify":1703762132919,"author":{"id":"4088827821361750","authorId":"4088827821361750","name":"Usoppy","avatar":"https://static.tigerbbs.com/7bb15260f5313b2cc876ca3c1cb3e101","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088827821361750","authorIdStr":"4088827821361750"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173057369","repostId":"1156209584","repostType":4,"repost":{"id":"1156209584","kind":"news","pubTimestamp":1626569753,"share":"https://ttm.financial/m/news/1156209584?lang=&edition=fundamental","pubTime":"2021-07-18 08:55","market":"us","language":"en","title":"Faux fish looks to ride the growing wave of alternative meats","url":"https://stock-news.laohu8.com/highlight/detail?id=1156209584","media":"CNBC","summary":"Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in po","content":"<div>\n<p>Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons,...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Faux fish looks to ride the growing wave of alternative meats</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\">\nFaux fish looks to ride the growing wave of alternative meats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons,...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156209584","content_text":"Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons, ranging from concerns over climate change and sustainability to animal welfare and personal health benefits.\nThat has led to a proliferation of products from companies like Impossible Foods andBeyond Meat across grocery stores and restaurants while traditional meat companies likeTyson Foods, Perdue Farms andHormelare launching new entrants in the category.\nU.S. retail sales of plant-based foods grew 27% in 2020, bringing the total market to roughly $7 billion, according to data from the Plant-Based Foods Association (PBFA) and the Good Food Institute (GFI). The global market is forecasted to grow to $450 billion by 2040, according to consulting firm Kearney, which would represent roughly a quarter of the broader $1.8 trillion meat market.\nThemarket for plant-based productshas largely been driven by faux milk and meat, which make up 35% and 20%, respectively, of the total sales in the category, according to GFI. Plant-based meat sales grew 45% to $1.4 billon in 2020, while plant-based milk sales grew 20% to $2.5 billion.\nThe market for plant-based fish, on the other hand, has been slower to develop. While U.S. sales grew 23% in 2020, it only accounted for $12 million, according to GFI and PBFA. That represents 0.1% of the entire U.S. seafood market, compared to sales of plant-based meat making up 1.4% of U.S. meat sales.\n“Conventional seafood really has a health halo around it; it’s seen as a very healthy food that doctors often tell patients to consume more of,” Marika Azoff, corporate engagement specialist at GFI, said as to why alternative fish products may have lagged behind. “The environmental impacts aren’t as straightforward as they are with beef and dairy – they are a little bit more complex and kind of harder for the general public to grasp.”\nInvesting in faux fish\nHowever, several companies are looking to change that in an attempt to take a piece of the more than $15 billion U.S. seafood market.\nThere were 83 companies globally producing alternative seafood products as of June 2021, according to GFI, with 65 of them focusing on plant-based products. In comparison, there were only 29 companies producing alternative seafood products in 2017.\nIn 2020, more than $80 million was invested in alternative seafood companies — four times the amount invested in 2019, according to GFI.\nBlueNalu’s whole-muscle, cell-based yellowtail amberjack.Source: BlueNalu\nGathered Foods, which produces plant-based seafood brand Good Catch, raised a $32 million Series B funding round in January 2020 from investors including Lightlife Foods parent company Greenleaf Foods and 301 Inc., the venture arm ofGeneral Mills.\nBlueNalu, which is focused on cultured seafood, or fish produced directly from cells,raised $60 million in convertible note financingin January 2021, a record deal for an alternative seafood company.\nTo date, the two giants of alternative meat products have not yet made an entry in alternative fish. Impossible Foods said in 2019 that it was working on a plant-based fish recipe, but it has yet to release any products. Beyond Meat has previously stated it was focused on beef, poultry and pork.\n“There’s no reason that alterative seafood can’t or won’t catch up to the other types of alternative proteins,” said Azoff. “There is not a dominate company in plant-based seafood the way the meat and dairy categories have, but we’re seeing potential for that to change soon.”\nTraditional seafood companies are also making their own investments in alternative fish.\nIn September 2020, Nestlé launched Vuna, a plant-based tuna alternative that is the company’s first foray into plant-based seafood, citing statistics that 90% of global fish stocks are now depleted or close to depletion.\nThai Union Group, which owns brands like Chicken of the Sea, said it will launch a plant-based shrimp product by the end of this year, joining its other plant-based fish and crab products already available.\nTyson Ventures, the venture capital arm of Tyson Foods, invested in plant-based shellfish company New Wave Foods in September 2019, and joined its $18 million Series A funding round that closed in January. Bumble Bee Foods signed a joint venture with Good Catch in March 2020.\nGrowing concerns about the fishing industry\nVirginia-based Van Cleve Seafood Company, which sold traditional seafood for more than 20 years, started solely producing plant-based seafood products under the label The Plant Based Seafood Co., citing issues with the fishing industry such as child labor, overfishing and mislabeling.\n“We wanted to do something about it, and we thought if not us, then who?” Plant Based Seafood Co. chief executive officer Monica Talberttold CNBC’s Kate Rogers. “That’s when we made the decision, we were going to do something that would create change.”\nThe Plant Based Seafood Co. has products like crab cakes made from artichokes, and scallops and shrimp made from vegetable root starch, all of which are sold out online.\nConcerns about the fishing industry, further highlighted in the recent Netflix documentary “Seaspriacy” that advocates for the end of fish consumption, is viewed as a driver for consumers to switch to plant-based products. A poll of 2,500 Americans from Kelton Global found that reducing plastic waste in the ocean, saving ocean habitats and reducing harm towards marine animals would be reasons consumers would buy plant-based fish over wild-caught fish.\nGavin Gibbons, vice president of communications at the National Fisheries Institute, a trade group representing the fishing industry, said that the organization and its member companies view plant-based products a as “very likely part of the future of feeding a growing planet.”\n“They’re technologically impressive and can and should be able to coexist with real seafood, as long as they’re labeled accurately,” Gibbons said, noting that some of NFI’s member companies have made investments into alternative seafood.\nHowever, Gibbons said, presenting alternative seafood as either nutritionally superior to real fish or better for sustainability reasons would be wrong in his view.\n“The USDA’s Dietary Guidelines for Americans highlight that consumers don’t eat nearly enough seafood and it is unarguably the healthiest animal protein on the planet,” he said. “Few public health professionals would recommend imitation seafood over the real thing. They might make that recommendation for other products but not seafood. From that perspective these plant-based amalgams aren’t really alternatives they’re simply imitations.”\nGibbons said that 51% of the seafood consumers eat is farmed and about 75% of commercially important marine fish stocks, as stated and monitored by the Food and Agriculture Organization of the United Nations, are fished within biologically sustainable levels.\n“There’s a lot of hyperbole associated with claims about empty oceans and if that’s being used to market imitation products then it’s disingenuous,” Gibbons said.\nThere is one big obstacle that could stand in the way of fake fish: taste.\nWhile 43% of respondents to that Kelton poll said they would consider purchasing alternative seafood in the future and most cited flavor as the most important factor in driving consumption, 38% said they anticipate disliking the taste of alternative fish and 27% said they anticipate disliking the texture. Twenty-seven percent said they have never seen plant-based seafood at a grocery store.\n“First and foremost, consumers are going to purchase alternative seafood if it tastes good,” Azoff said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147412380,"gmtCreate":1626381287640,"gmtModify":1703758948188,"author":{"id":"4088827821361750","authorId":"4088827821361750","name":"Usoppy","avatar":"https://static.tigerbbs.com/7bb15260f5313b2cc876ca3c1cb3e101","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088827821361750","authorIdStr":"4088827821361750"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147412380","repostId":"1165694388","repostType":4,"repost":{"id":"1165694388","kind":"news","pubTimestamp":1626362466,"share":"https://ttm.financial/m/news/1165694388?lang=&edition=fundamental","pubTime":"2021-07-15 23:21","market":"us","language":"en","title":"Earnings results ahead may reignite a rally in cyclical stocks linked to the economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1165694388","media":"CNBC","summary":"Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfit","content":"<div>\n<p>Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings results ahead may reignite a rally in cyclical stocks linked to the economy</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\">\nEarnings results ahead may reignite a rally in cyclical stocks linked to the economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","CAT":"卡特彼勒","C":"花旗"},"source_url":"https://www.cnbc.com/2021/07/15/earnings-results-ahead-may-reignite-a-rally-in-cyclical-stocks-linked-to-the-economy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1165694388","content_text":"Earnings season may be a springboard for some cyclical companies to regain market leadership.\nProfitability for companies in sectors like industrials, materials and energy was hit hard during the pandemic, when the economy abruptly shut down. Now a year later, some of those companies’ second-quarterearnings are expected to double, triple or even jump fivefoldfrom Q2, 2020.\nOn top of that, analysts say earnings forecast revisions may have been too conservative, and cyclical and value names could benefit from big surprises. They are also the group of stocks that can be winners from inflation, since they have been able to pass on rising input costs to customers in the form of price increases.\n“We do think this is a time that cyclicals could respond more positively,” said Julian Emanuel, head of equity and derivatives strategy at BTIG.\nAfter outpacing growth and tech when Treasury yields were rising earlier in the year, some cyclical sectors are actually negative in the last month while technology stocks have zoomed ahead by nearly 7%. For the year, tech has gained 17.3%, now surpassing materials, up 13.4% and industrials up 15.7%. Cyclical financials are up 23.7% for the year, and energy holds a 34.4% gain.\n“It’s the combination of what we think is going to be a bottoming in yields based on the inflation data, and the whole idea that you had an entire group of cyclically oriented companies have their earnings revised upward in the second quarter and have stock prices with no reaction, or traded off because they got swamped in the noise of the bond market,” said Emanuel.\nEmanuel said the stocks he highlighted going into earnings seasons included deep cyclicals.Citigroup,Caterpillar,DeereandDowwere on a list of stocks whose share prices have lagged since the start of the second quarter, but had earnings estimate revisions since March 31 in the top 20% of the S&P 500.\nDuring the second quarter, the widely watched benchmark 10-year Treasury yield fell from its March high of 1.77%. It was at about 1.33% Thursday, above the 1.25% hit last week. The yield moves opposite price, and many market pros had anticipated yields to rise as inflation readings got hotter and hotter this summer.\nTechnology and other growth stocks are particularly vulnerable to higher yields and inflation concerns. Even so, technology has been the best performing major sector this week, even as June’s consumer price index showed consumer inflation rising at an annual pace of 5.4%.\nTech and growth are viewed as longer-duration holdings that will pay off in the future. Higher yieldsreduce the value of future cash flows.\nIf investors shift their sights again to cyclicals, all cyclical groups may not benefit equally, but materials is one sector where there could be a pop.\n“Even with the rollover in commodities prices from the top, the profitability of those companies is near record highs and margins will be at all-time highs,” said Adam Parker, founder of Trivariate Research. “You still have a generally good fundamental setup and you have a lot of profitability.”\nParker notes that some companies have had massive earnings revisions. Louisiana Pacific, for instance, was expected to earn $3.36 per share this year at the start of the year, but that has since moved up to an estimate of $12.40 per share.\nSimilar, the estimate for Steel Dynamics was $3.12 per share for 2021, but it is now at $12.94 per share.\n“They’re generating massive cash flow. I think they’re going to improve their balance sheet pretty meaningfully this cycle. I definitely like energy and materials. That’s the way to play inflation,” Parker said.\nParker identified stocks in the top 5% in terms of forecasted earnings expansion and in the top 5% of S&P 500 companies with forecasted multiple contraction, meaning simply that their price-to-earnings ration shrank and stocks look cheap compared with earnings.\nSome of these stocks includeOlin, Micron Technologies,Alcoa,ExxonMobil,Western DigitalandLyondellBasell Industries.Mosaic,Darden RestaurantsandDiscover Financialwere also on the list.\nParker notes that materials and retailers on average seem to have lower expectations and therefore have more potential to outperform earnings targets.\n“I’m pretty optimistic on the market,” he said. “I really like energy and materials. I think generally that analysts haven’t taken their numbers up enough, and there’s some margin expansion there. I’m massively bullish on energy.”\nIn his second half outlook, Parker noted that oil prices were up 10% in June, and rising oil means higher earnings revisions and higher net income.\n“Earnings revisions are highly effective at picking winners from losers within the cohort for the 6-months following periods when oil is rising, meaning energy stocks beating estimates will likely perform strongly,” he wrote in the outlook. “Additionally, despite the strong rally, the sector is quite cheap versus history on price-to-book, which was the most efficacious valuation metric for picking energy stocks historically.”\nParker added that oil prices have been a leading indicator for net income of the energy sector. The change in the price of West Texas Intermediate crude has typically been a three- to six-month leading indicator for reported net income of oil companies, he noted.\nRegarding the cyclicals, Parker is cautious on rate-sensitive banks, which have gotten pricier. He said for banks, net interest margins may not expand as much during the quarter as expected by managements when rates were higher in April.\nBut Emanuel said he expects the bank stocks, which have been lackluster after earnings reports this week, to do better as the earnings period goes on.\n“Financials are very strange. If you go back even pre-pandemic, the financials have the habit of not responding in the immediate aftermath of earnings. In a way that is counterintuitive to what the reports say and what happens is we see time and again, the market reassesses their initial reaction,” he said. “We think it’s going to be the exact same thing this time.”\nSome inflation is obviously a positive for earnings, but it may not be if it becomes persistent.\n“If anything could derail the equities market, it will be wage and input cost inflation that offsets revenue growth and pinches margins,” Parker said.\nFor now, he doesn’t see a problem, and he’s bullish. “Earnings are good. The economy is good. The Fed is helping out and there’s fiscal stimulus,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}