gelatoz

trading , investing, saving

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- gelatozgelatoz
  ·04-08
  $Tesla Motors(TSLA)$ Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.
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- gelatozgelatoz
  ·03-04
  Allocate 50% for stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .
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- gelatozgelatoz
  ·02-28
  I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till end of 2024.
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- gelatozgelatoz
  ·2023-05-22
  Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.
  Google - The Strongest Tech Company On Earth
  Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising late
  Google - The Strongest Tech Company On Earth
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- gelatozgelatoz
  ·2023-05-08
  When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: "What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started."
  Warren Buffett Says Investment Opportunities Come From "Other People Doing Dumb Things"
  Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topi
  Warren Buffett Says Investment Opportunities Come From "Other People Doing Dumb Things"
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- gelatozgelatoz
  ·2023-05-06
  Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.
  The Fed Actually Just Gave a Great Reason for Stocks to Soar
  In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike p
  The Fed Actually Just Gave a Great Reason for Stocks to Soar
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- gelatozgelatoz
  ·2023-05-03
  It is likely to pause in June
  Tomorrow’s Federal Reserve Meeting Could Mark This Bear Market’s End
  The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide t
  Tomorrow’s Federal Reserve Meeting Could Mark This Bear Market’s End
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- gelatozgelatoz
  ·2023-04-24
  The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.
  Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
  Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording mon
  Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
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- gelatozgelatoz
  ·2023-04-15
  Is it bad news = good opportunities ? [Happy]
  The S&P 500 May Be Heading Back To Its October Low Very Soon
  SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at th
  The S&P 500 May Be Heading Back To Its October Low Very Soon
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- gelatozgelatoz
  ·2023-04-13
  Paypal has more chances to grow in terms of consumer and revenue .
  2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street
  Wall Street says these growth stocks are worth buying at their current prices, and two analysts are forecasting triple-digit returns for shareholders.
  2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street
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Company: TTMF Limited. Tech supported by Xiangshang Yixin.

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It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","text":"$Tesla Motors(TSLA)$ Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/293097738858648","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280528094732464,"gmtCreate":1709514609120,"gmtModify":1709516554607,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Allocate 50% for&nbsp;stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","listText":"Allocate 50% for&nbsp;stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","text":"Allocate 50% for stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280528094732464","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278882471989304,"gmtCreate":1709107986948,"gmtModify":1709108985830,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","listText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","text":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till end of 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278882471989304","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970559895,"gmtCreate":1684744063918,"gmtModify":1684744068318,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","listText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","text":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970559895","repostId":"2337635974","repostType":4,"repost":{"id":"2337635974","pubTimestamp":1684713453,"share":"https://www.laohu8.com/m/news/2337635974?lang=&edition=full","pubTime":"2023-05-22 07:57","market":"us","language":"en","title":"Google - The Strongest Tech Company On Earth","url":"https://stock-news.laohu8.com/highlight/detail?id=2337635974","media":"seekingalpha","summary":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising late","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e765404af0bd0a03ffe17fc9e8eeab3\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Alphabet</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn&#39;t move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.</p><p>What should shareholders make of all of this?</p><p>First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that <strong>NVIDIA</strong> (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.</p><p>However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&amp;P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.</p><p>If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.</p><h2>Competitive Landscape</h2><p>The biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.</p><p>First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.</p><p>Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.</p><p>Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e97a5bc0cebde522309fe9b1f0cb1be3\" tg-width=\"640\" tg-height=\"323\"/></p><p>Google market share (Statcounter)</p><p>The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.</p><p>That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.</p><p>It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>’</strong> (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.</p><p>Finally, the smartphone operating system market. Google is technically #1 in installs there, although <strong>Apple</strong> (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.</p><p>The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.</p><p>What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”</p><h2>Valuation</h2><p>Having looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:</p><ul><li><p>27.3 times earnings.</p></li><li><p>5.6 times sales.</p></li><li><p>5.5 times book value.</p></li><li><p>6 times operating cash flow.</p></li><li><p>25.78 times free cash flow.</p></li></ul><p>Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.</p><p>Speaking of free cash flow:</p><p>According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.</p><h2>One Risk to Watch Out For</h2><p>As we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:</p><p>Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.</p><p>Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.</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>Google - The Strongest Tech Company On Earth</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\">\nGoogle - The Strongest Tech Company On Earth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4077":"互动媒体与服务","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4579":"人工智能","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4561":"索罗斯持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4512":"苹果概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4576":"AR","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","GOOG":"谷歌","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","GOOGL":"谷歌A","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4532":"文艺复兴科技持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4507":"流媒体概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337635974","content_text":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.What should shareholders make of all of this?First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that NVIDIA (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.Competitive LandscapeThe biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.Google market share (Statcounter)The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and Meta Platforms’ (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.Finally, the smartphone operating system market. Google is technically #1 in installs there, although Apple (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”ValuationHaving looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:27.3 times earnings.5.6 times sales.5.5 times book value.6 times operating cash flow.25.78 times free cash flow.Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.Speaking of free cash flow:According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.One Risk to Watch Out ForAs we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947460248,"gmtCreate":1683509113484,"gmtModify":1683509369057,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","listText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","text":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9947460248","repostId":"2333289422","repostType":4,"repost":{"id":"2333289422","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1683506128,"share":"https://www.laohu8.com/m/news/2333289422?lang=&edition=full","pubTime":"2023-05-08 08:35","market":"us","language":"en","title":"Warren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2333289422","media":"Dow Jones","summary":"Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topi","content":"<html><head></head><body><p>Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.&#39;s annual meeting, but there was one quip that may have been his best investing advice.</p><p>When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett&#39;s favored strategy of long-term, value investing, Buffett replied: &#34;What gives you opportunities is other people doing dumb things. During the 58 years we&#39;ve been running Berkshire, I would say there&#39;s been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.&#34;</p><p>&#34;Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,&#34; the 92-year-old &#34;Oracle of Omaha&#34; said. &#34;They&#39;re trying to outsmart each other in arenas that you don&#39;t have to play.&#34;</p><p>&#34;The world is overwhelmingly short-term focused,&#34; he added. &#34;I mean, that is a world made to order for anybody that&#39;s trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.&#34;</p><p>Buffett&#39;s right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying &#34;value investors are going to have a harder time now that there&#39;re so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.&#34;</p><p>&#34;Charlie and I have always differed on this subject,&#34; Buffett said. &#34;He likes telling me how gloomy the world is. I like to tell him &#39;we&#39;ll find something,&#39; and so far we&#39;ve both been kinda right.&#34;</p><p>But as technology advances, &#34;there will be plenty of opportunities,&#34; Buffett said.</p></body></html>","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>Warren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"</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\">\nWarren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-08 08:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.&#39;s annual meeting, but there was one quip that may have been his best investing advice.</p><p>When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett&#39;s favored strategy of long-term, value investing, Buffett replied: &#34;What gives you opportunities is other people doing dumb things. During the 58 years we&#39;ve been running Berkshire, I would say there&#39;s been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.&#34;</p><p>&#34;Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,&#34; the 92-year-old &#34;Oracle of Omaha&#34; said. &#34;They&#39;re trying to outsmart each other in arenas that you don&#39;t have to play.&#34;</p><p>&#34;The world is overwhelmingly short-term focused,&#34; he added. &#34;I mean, that is a world made to order for anybody that&#39;s trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.&#34;</p><p>Buffett&#39;s right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying &#34;value investors are going to have a harder time now that there&#39;re so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.&#34;</p><p>&#34;Charlie and I have always differed on this subject,&#34; Buffett said. &#34;He likes telling me how gloomy the world is. I like to tell him &#39;we&#39;ll find something,&#39; and so far we&#39;ve both been kinda right.&#34;</p><p>But as technology advances, &#34;there will be plenty of opportunities,&#34; Buffett said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4176":"多领域控股","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4588":"碎股","BK4550":"红杉资本持仓","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333289422","content_text":"Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.'s annual meeting, but there was one quip that may have been his best investing advice.When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"\"Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,\" the 92-year-old \"Oracle of Omaha\" said. \"They're trying to outsmart each other in arenas that you don't have to play.\"\"The world is overwhelmingly short-term focused,\" he added. \"I mean, that is a world made to order for anybody that's trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.\"Buffett's right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying \"value investors are going to have a harder time now that there're so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.\"\"Charlie and I have always differed on this subject,\" Buffett said. \"He likes telling me how gloomy the world is. I like to tell him 'we'll find something,' and so far we've both been kinda right.\"But as technology advances, \"there will be plenty of opportunities,\" Buffett said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947525906,"gmtCreate":1683313171305,"gmtModify":1683322484039,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","listText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","text":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947525906","repostId":"1172261769","repostType":2,"repost":{"id":"1172261769","pubTimestamp":1683300310,"share":"https://www.laohu8.com/m/news/1172261769?lang=&edition=full","pubTime":"2023-05-05 23:25","market":"us","language":"en","title":"The Fed Actually Just Gave a Great Reason for Stocks to Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1172261769","media":"InvestorPlace","summary":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike p","content":"<html><head></head><body><ul><li><p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.</p></li><li><p>By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.</p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.</p></li></ul><p>The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. </p><p style=\"text-align: start;\">Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave <strong>stocks permission to soar.</strong> </p><p style=\"text-align: start;\">The story here is shockingly simple. </p><p style=\"text-align: start;\">In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. </p><p style=\"text-align: start;\">The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.</p><p style=\"text-align: start;\">That’s why Wall Street has that old saying: “<em>Don’t fight the Fed!</em>” </p><p style=\"text-align: start;\">A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). </p><p style=\"text-align: start;\"><strong>And over the past year and change, the Fed has been the stock market’s public enemy No. 1.</strong> </p><h2 style=\"text-align: start;\">Will the Fed Ever Be Done With Rate Hikes?</h2><p style=\"text-align: start;\">Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. </p><p style=\"text-align: start;\">It should be no surprise that stocks have slumped since then. </p><p style=\"text-align: start;\">The Fed started hiking rates aggressively. Stocks started crashing. </p><p style=\"text-align: start;\"><strong><em>But over the past few months, things have started to shift. </em></strong></p><p style=\"text-align: start;\">Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. </p><p style=\"text-align: start;\">But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. </p><p style=\"text-align: start;\">In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. </p><p style=\"text-align: start;\">And what has happened since December 2022? </p><p style=\"text-align: start;\">Stocks have rallied. The <strong>S&amp;P 500</strong> is up more than 6% year-to-date, after falling about 20% in 2022. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb1f99361ef1958d92666b03db441abc\" alt=\"A graph showing the change in the S&amp;P 500 since January 2023\" title=\"A graph showing the change in the S&amp;P 500 since January 2023\" tg-width=\"946\" tg-height=\"598\"/><span>A graph showing the change in the S&amp;P 500 since January 2023</span></p><p style=\"text-align: start;\">Again, that should be no surprise. It all comes back to the Fed. </p><p style=\"text-align: start;\">Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. </p><p style=\"text-align: start;\"><strong><em>And that brings us to yesterday.</em></strong></p><p style=\"text-align: start;\">Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. </p><p style=\"text-align: start;\">However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. </p><p style=\"text-align: start;\">By omitting them from this month’s release, the Fed is implicitly signaling that <em>no </em>more rate hikes are coming. </p><p style=\"text-align: start;\">In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” </p><p style=\"text-align: start;\">Take from that what you will. To me, the implication is obvious. </p><h2 style=\"text-align: start;\">The Final Word</h2><p style=\"text-align: start;\">Let’s go back to our golden rule of the stock market. </p><p style=\"text-align: start;\">When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. </p><p style=\"text-align: start;\">The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. </p><p style=\"text-align: start;\">You know what happens to stocks when the Fed pauses a rate-hike campaign</p><p style=\"text-align: start;\">As you can <strong>see in the chart below, they rally. <em>Every time. </em></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155bfc83113d0d8ecc77410f89e17dfc\" alt=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" title=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" tg-width=\"940\" tg-height=\"495\"/><span>A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time</span></p><p style=\"text-align: start;\">In other words, I’m writing to you today to deliver three crystal-clear messages:</p><ol><li><p>The Fed just signaled it will pause its rate-hike campaign next month. </p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. </p></li><li><p>In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. </p></li></ol><p style=\"text-align: start;\">The implication? It’s time to buy tech stocks. </p><p style=\"text-align: start;\">I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally. </p></body></html>","source":"investorplace","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>The Fed Actually Just Gave a Great Reason for Stocks to Soar</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\">\nThe Fed Actually Just Gave a Great Reason for Stocks to Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming....</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172261769","content_text":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave stocks permission to soar. The story here is shockingly simple. In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.That’s why Wall Street has that old saying: “Don’t fight the Fed!” A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). And over the past year and change, the Fed has been the stock market’s public enemy No. 1. Will the Fed Ever Be Done With Rate Hikes?Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. It should be no surprise that stocks have slumped since then. The Fed started hiking rates aggressively. Stocks started crashing. But over the past few months, things have started to shift. Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. And what has happened since December 2022? Stocks have rallied. The S&P 500 is up more than 6% year-to-date, after falling about 20% in 2022. A graph showing the change in the S&P 500 since January 2023Again, that should be no surprise. It all comes back to the Fed. Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. And that brings us to yesterday.Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming. In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” Take from that what you will. To me, the implication is obvious. The Final WordLet’s go back to our golden rule of the stock market. When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. You know what happens to stocks when the Fed pauses a rate-hike campaignAs you can see in the chart below, they rally. Every time. A graph showing the change in the Fed's target rate and the S&P 500 over timeIn other words, I’m writing to you today to deliver three crystal-clear messages:The Fed just signaled it will pause its rate-hike campaign next month. Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. The implication? It’s time to buy tech stocks. I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947676304,"gmtCreate":1683126563009,"gmtModify":1683126566796,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"It is likely to pause in June","listText":"It is likely to pause in June","text":"It is likely to pause in June","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947676304","repostId":"2332999692","repostType":2,"repost":{"id":"2332999692","pubTimestamp":1683127526,"share":"https://www.laohu8.com/m/news/2332999692?lang=&edition=full","pubTime":"2023-05-03 23:25","market":"us","language":"en","title":"Tomorrow’s Federal Reserve Meeting Could Mark This Bear Market’s End","url":"https://stock-news.laohu8.com/highlight/detail?id=2332999692","media":"InvestorPlace","summary":"The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide t","content":"<html><head></head><body><ul><li><p>The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide that clarity in the press conference.</p></li><li><p>If Powell tilts hawkish and suggests another hike is likely, stocks will sink. If he tilts dovish and suggests a pause is likely, stocks will soar.</p></li><li><p>And the Fed has a dual mandate: stable prices and full employment. It’s hiked rates enough to the point of reattaining price stability. Yet it appears to be just one to two hikes away from killing the labor market, meaning it’s likely to pause in June.</p></li></ul><p>Tomorrow, May 3, the Federal Reserve will announce its latest plans for U.S. monetary policy. And it may be the most important day of the year for stocks. </p><p>Why? </p><p>Because it could determine whether the stock market falls back into an ugly bear market or starts a <strong>new bull market breakout.</strong> </p><p>That’s because tomorrow is so-called “Fed Day.” At around 2 p.m. EST, the U.S. Federal Reserve will announce its rate-hike decision for the month of May. Thirty minutes later, Fed Board Chair Jerome Powell will take the stage in a live press conference to answer questions about the Fed’s policy stance and potential future rate hikes. </p><p><strong><em>This Federal Reserve press conference will be the make-or-break moment for stocks. </em></strong></p><p>Pretty much everyone knows the Fed is going to raise interest rates by 25 basis points tomorrow. The futures market is pricing in 90% odds of a 25-basis-point hike and just 10% odds of no hike. All signs point to another rate hike on Wednesday, and therefore, another rate hike is already priced into the stock market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd826e8cfff0113dfd05c9af37cab745\" tg-width=\"940\" tg-height=\"474\"/></p><p>But investors are much less certain about what the Fed will do at its next meeting in June. Futures pricing suggests a 70% chance the Fed stops its rate-hike campaign next month. But that means the market is still pricing in a 30% chance for another rate hike. </p><p>The market will seek clarity on the odds of a June rate hike on Wednesday. </p><p><strong>And Powell will provide that clarity in the press conference. </strong></p><p>Therefore, if Powell tilts hawkish and suggests another hike is likely, stocks will sink. If he tilts dovish and suggests a pause is likely, stocks will soar. </p><p>It is no coincidence that, from a technical perspective, the <strong>S&amp;P 500</strong> currently sits at a critical level (4,180). And it could either prove to be the launching point for the next leg higher in the 2023 stock market rally – or that rally’s ceiling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc0571ecd7bc4832a98430eaba203480\" tg-width=\"1173\" tg-height=\"514\"/></p><p><strong>The bulk of evidence strongly suggests Powell will lean dovish and stocks will soar. </strong></p><h2>Determining the Fed’s Next Moves</h2><p>Let’s look at the things that determine the Fed’s decision-making: inflation and employment. </p><p>For starters, inflation is coming down rapidly. The Fed has already successfully cut inflation in half from its peak, and most signs suggest inflation will continue to decline. </p><p>Commodity prices keep falling. Global supply chains have been fully restored. Consumer spending is slowing. </p><p>And, perhaps most importantly, <strong><em>bank lending is collapsing.</em></strong> </p><p>Bank lending fuels the U.S. economy. The more banks lend, the more money consumers and enterprises have to spend and the higher the demand side of the inflation equation. </p><p>But bank lending has fallen off a cliff over the past month, driven mostly by the failures of Silicon Valley Bank, Signature Bank and, most recently, First Republic. </p><p>Indeed, bank lending over the past four weeks has dropped by the most it has since the 2008 financial crisis and by the third most in the history of the U.S. economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ce5557ab647ed6220ef6bfce4dee6a\" tg-width=\"1174\" tg-height=\"510\"/></p><p>With bank lending collapsing, inflation should keep collapsing toward the Fed’s 2% target. </p><p>In fact, just look at the last two times bank lending crashed like it is crashing today: late 2001 and late 2008. Both times, the Fed was cutting rates and inflation was at 1%. </p><p><strong>The Fed appears to have solved the inflation problem. </strong></p><p>Consequently, it potentially created a labor problem. </p><p>Throughout 2022, the theme of the labor market was “labor shortage.” Now, it’s “job cuts.” For the first time since early 2021, companies are mentioning “job cuts” more frequently than “labor shortage” on their conference calls.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/200d7f84a0f7b7159f10a1d4ebb2962f\" tg-width=\"940\" tg-height=\"532\"/></p><p>The labor market shift has begun. </p><p>And the Fed has a dual mandate: stable prices and full employment. It’s hiked rates enough to the point of reattaining price stability. Yet it appears to be just one to two hikes away from killing the labor market. </p><p>Considering this dual mandate, then, the Fed should slam the pause button in June. </p><p><strong>We suspect Powell will hint as much tomorrow in the press conference. </strong></p><h2>The Final Word on the Federal Reserve</h2><p>It’s easy to play the “tough guy” and stay aggressive with rate hikes when everyone still has a job. It is near impossible to do so when people start losing their jobs. </p><p>Well, people are starting to lose their jobs. Historically speaking, this is when the Fed pauses. </p><p>And when the Fed pauses, stocks tend to rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf210429100ba7a5376d93db1b2e9346\" tg-width=\"940\" tg-height=\"495\"/></p><p>In short, stocks are on the cusp of a major make-or-break moment. And whether or not we sprint into a new bull market or remain stuck in a bear market could be determined tomorrow. </p><p>We think the odds rest strongly in the bulls’ favor. </p><p>Either way, it is time to buckle up. </p><p>If we do get a dovish Fed and huge breakout rally, then we strongly believe <strong>this portfolio of stocks</strong> will absolutely soar – with potential returns of 50%-plus by summer’s end.</p></body></html>","source":"investorplace","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>Tomorrow’s Federal Reserve Meeting Could Mark This Bear Market’s End</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\">\nTomorrow’s Federal Reserve Meeting Could Mark This Bear Market’s End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/05/tomorrows-federal-reserve-meeting-could-mark-this-bear-markets-end/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide that clarity in the press conference.If Powell tilts hawkish and suggests another hike is likely, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/05/tomorrows-federal-reserve-meeting-could-mark-this-bear-markets-end/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/05/tomorrows-federal-reserve-meeting-could-mark-this-bear-markets-end/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332999692","content_text":"The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide that clarity in the press conference.If Powell tilts hawkish and suggests another hike is likely, stocks will sink. If he tilts dovish and suggests a pause is likely, stocks will soar.And the Fed has a dual mandate: stable prices and full employment. It’s hiked rates enough to the point of reattaining price stability. Yet it appears to be just one to two hikes away from killing the labor market, meaning it’s likely to pause in June.Tomorrow, May 3, the Federal Reserve will announce its latest plans for U.S. monetary policy. And it may be the most important day of the year for stocks. Why? Because it could determine whether the stock market falls back into an ugly bear market or starts a new bull market breakout. That’s because tomorrow is so-called “Fed Day.” At around 2 p.m. EST, the U.S. Federal Reserve will announce its rate-hike decision for the month of May. Thirty minutes later, Fed Board Chair Jerome Powell will take the stage in a live press conference to answer questions about the Fed’s policy stance and potential future rate hikes. This Federal Reserve press conference will be the make-or-break moment for stocks. Pretty much everyone knows the Fed is going to raise interest rates by 25 basis points tomorrow. The futures market is pricing in 90% odds of a 25-basis-point hike and just 10% odds of no hike. All signs point to another rate hike on Wednesday, and therefore, another rate hike is already priced into the stock market.But investors are much less certain about what the Fed will do at its next meeting in June. Futures pricing suggests a 70% chance the Fed stops its rate-hike campaign next month. But that means the market is still pricing in a 30% chance for another rate hike. The market will seek clarity on the odds of a June rate hike on Wednesday. And Powell will provide that clarity in the press conference. Therefore, if Powell tilts hawkish and suggests another hike is likely, stocks will sink. If he tilts dovish and suggests a pause is likely, stocks will soar. It is no coincidence that, from a technical perspective, the S&P 500 currently sits at a critical level (4,180). And it could either prove to be the launching point for the next leg higher in the 2023 stock market rally – or that rally’s ceiling.The bulk of evidence strongly suggests Powell will lean dovish and stocks will soar. Determining the Fed’s Next MovesLet’s look at the things that determine the Fed’s decision-making: inflation and employment. For starters, inflation is coming down rapidly. The Fed has already successfully cut inflation in half from its peak, and most signs suggest inflation will continue to decline. Commodity prices keep falling. Global supply chains have been fully restored. Consumer spending is slowing. And, perhaps most importantly, bank lending is collapsing. Bank lending fuels the U.S. economy. The more banks lend, the more money consumers and enterprises have to spend and the higher the demand side of the inflation equation. But bank lending has fallen off a cliff over the past month, driven mostly by the failures of Silicon Valley Bank, Signature Bank and, most recently, First Republic. Indeed, bank lending over the past four weeks has dropped by the most it has since the 2008 financial crisis and by the third most in the history of the U.S. economy.With bank lending collapsing, inflation should keep collapsing toward the Fed’s 2% target. In fact, just look at the last two times bank lending crashed like it is crashing today: late 2001 and late 2008. Both times, the Fed was cutting rates and inflation was at 1%. The Fed appears to have solved the inflation problem. Consequently, it potentially created a labor problem. Throughout 2022, the theme of the labor market was “labor shortage.” Now, it’s “job cuts.” For the first time since early 2021, companies are mentioning “job cuts” more frequently than “labor shortage” on their conference calls.The labor market shift has begun. And the Fed has a dual mandate: stable prices and full employment. It’s hiked rates enough to the point of reattaining price stability. Yet it appears to be just one to two hikes away from killing the labor market. Considering this dual mandate, then, the Fed should slam the pause button in June. We suspect Powell will hint as much tomorrow in the press conference. The Final Word on the Federal ReserveIt’s easy to play the “tough guy” and stay aggressive with rate hikes when everyone still has a job. It is near impossible to do so when people start losing their jobs. Well, people are starting to lose their jobs. Historically speaking, this is when the Fed pauses. And when the Fed pauses, stocks tend to rally.In short, stocks are on the cusp of a major make-or-break moment. And whether or not we sprint into a new bull market or remain stuck in a bear market could be determined tomorrow. We think the odds rest strongly in the bulls’ favor. Either way, it is time to buckle up. If we do get a dovish Fed and huge breakout rally, then we strongly believe this portfolio of stocks will absolutely soar – with potential returns of 50%-plus by summer’s end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947007773,"gmtCreate":1682320708793,"gmtModify":1682321515606,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.&nbsp;","listText":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.&nbsp;","text":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947007773","repostId":"1133720132","repostType":4,"repost":{"id":"1133720132","pubTimestamp":1682314138,"share":"https://www.laohu8.com/m/news/1133720132?lang=&edition=full","pubTime":"2023-04-24 13:28","market":"us","language":"en","title":"Hedge Funds Place Biggest Ever Short on Benchmark Treasuries","url":"https://stock-news.laohu8.com/highlight/detail?id=1133720132","media":"Bloomberg","summary":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording mon","content":"<html><head></head><body><ul><li><p>Leveraged funds may expect sticky inflation, Westpac says</p></li><li><p>US yields rose in April after recording monthly drop in March</p></li></ul><p>The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.</p><p>Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.</p><p>“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b7a83a0542125b2a2473cd278c1504\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p>Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.</p><p>Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.</p><p>The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Place Biggest Ever Short on Benchmark Treasuries</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\">\nHedge Funds Place Biggest Ever Short on Benchmark Treasuries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133720132","content_text":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945486565,"gmtCreate":1681549358057,"gmtModify":1681549363330,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","listText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","text":"Is it bad news = good opportunities ? [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945486565","repostId":"1163718092","repostType":2,"repost":{"id":"1163718092","pubTimestamp":1681530012,"share":"https://www.laohu8.com/m/news/1163718092?lang=&edition=full","pubTime":"2023-04-15 11:40","market":"us","language":"en","title":"The S&P 500 May Be Heading Back To Its October Low Very Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1163718092","media":"Seeking Alpha","summary":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at th","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Liquidity is likely to make a big u-turn over the next couple of weeks.</p></li><li><p>Reserve balances at the Federal Reserve have risen in recent weeks, but that&#39;s due to reverse.</p></li><li><p>The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.</p></li></ul><p>The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&amp;P 500 even falling back to its October lows.</p><p style=\"text-align: left;\">Much of this will have to do with the Fed balance sheet, which shrank this week as the banking &#34;crisis&#34; begins to ease and activity at the Fed&#39;s lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.</p><p style=\"text-align: left;\">This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.</p><p style=\"text-align: left;\">The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn&#39;t fallen to levels this low since December 2021.</p><p style=\"text-align: left;\">The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c885ec6498fa817414707e7052d6d2b9\" alt=\"tga\" title=\"tga\" tg-width=\"640\" tg-height=\"347\"/><span>tga</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">This increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&amp;P 500 lower. The chart below shows the S&amp;P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269ff1ebce1f014ee809247b07ff32d4\" alt=\"TGA vs. SPX\" title=\"TGA vs. SPX\" tg-width=\"640\" tg-height=\"347\"/><span>TGA vs. SPX</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&amp;P 500 in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d85f1c02da9301517589841b22224485\" alt=\"APril 2022\" title=\"APril 2022\" tg-width=\"640\" tg-height=\"347\"/><span>APril 2022</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Currently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16689a4c68fecd31e0a1bd6d4c49b2fb\" alt=\"Reserve Balances Falling\" title=\"Reserve Balances Falling\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve Balances Falling</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Additionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed&#39;s reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4e9c5c527473aaa3cebd8bedb8c09a\" alt=\"Reverse Repo\" title=\"Reverse Repo\" tg-width=\"640\" tg-height=\"347\"/><span>Reverse Repo</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">But more importantly, the usage of the Fed&#39;s banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking &#34;crisis&#34; subsides, it will further work to reduce the Fed&#39;s balance sheet&#39;s size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1076f0006a5ed4a5ba40bcf2414fc1\" alt=\"Fed Balance sheet\" title=\"Fed Balance sheet\" tg-width=\"640\" tg-height=\"347\"/><span>Fed Balance sheet</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623b32cad0121c80b6d6b27a61268fd5\" alt=\"Reserve balances\" title=\"Reserve balances\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve balances</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Again, historically, the S&amp;P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&amp;P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&amp;P 500, as far-fetched as that may sound, based on the historical trends.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f8941621268cb315d7b142382ba029\" alt=\"Reserves S&amp;P 500\" title=\"Reserves S&amp;P 500\" tg-width=\"640\" tg-height=\"347\"/><span>Reserves S&amp;P 500</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">So it&#39;s certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.</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>The S&P 500 May Be Heading Back To Its October Low Very Soon</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\">\nThe S&P 500 May Be Heading Back To Its October Low Very Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account...</p>\n\n<a href=\"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163718092","content_text":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&P 500 even falling back to its October lows.Much of this will have to do with the Fed balance sheet, which shrank this week as the banking \"crisis\" begins to ease and activity at the Fed's lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn't fallen to levels this low since December 2021.The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.tgaBloombergThis increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&P 500 lower. The chart below shows the S&P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.TGA vs. SPXBloombergIn the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&P 500 in 2022.APril 2022BloombergCurrently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.Reserve Balances FallingBloombergAdditionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed's reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.Reverse RepoBloombergBut more importantly, the usage of the Fed's banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking \"crisis\" subsides, it will further work to reduce the Fed's balance sheet's size.Fed Balance sheetBloombergIn all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.Reserve balancesBloombergAgain, historically, the S&P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&P 500, as far-fetched as that may sound, based on the historical trends.Reserves S&P 500BloombergSo it's certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945329277,"gmtCreate":1681386251700,"gmtModify":1681386256360,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Paypal has more chances to grow in terms of consumer and revenue .","listText":"Paypal has more chances to grow in terms of consumer and revenue .","text":"Paypal has more chances to grow in terms of consumer and revenue .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945329277","repostId":"2327187616","repostType":4,"repost":{"id":"2327187616","pubTimestamp":1681378922,"share":"https://www.laohu8.com/m/news/2327187616?lang=&edition=full","pubTime":"2023-04-13 17:42","market":"us","language":"en","title":"2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2327187616","media":"Motley Fool","summary":"Wall Street says these growth stocks are worth buying at their current prices, and two analysts are forecasting triple-digit returns for shareholders.","content":"<html><head></head><body><div><p>According to CNN Business, <strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</strong> <span>(PYPL<span> -0.11%</span>)</span> and <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong> <span>(SNOW<span> 0.34%</span>)</span> have a consensus rating of &#34;buy&#34; on Wall Street, and some analysts are forecasting triple-digit gains for shareholders. The Street-high price target on PayPal is $160 per share, which implies a 113% upside from its current price. The Street-high price target on Snowflake is $500 per share, which implies a 243% upside from its current price.</p><p>Here&#39;s what investors should know about these growth stocks.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"335416\" :show_benchmark_compare=\"false\" amount_change=\"-0.08\" average_volume=\"11,873,106\" company_name=\"PayPal\" current_price=\"73.50\" daily_high=\"75.70\" daily_low=\"73.35\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"105.95\" fifty_two_week_low=\"66.39\" gross_margin=\"45.38\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PYPL.png\" market_cap=\"$83B\" pe_ratio=\"24.05\" percent_change=\"-0.11\" symbol=\"PYPL\" volume=\"9,823\"></app></div><h2>1. PayPal</h2><p>PayPal got off to a rocky start last year. Management cut guidance and pulled its medium-term financial targets as economic conditions deteriorated. But the company was quick to cut costs and prioritize investments in areas where it already has a strong competitive position, including PayPal checkout, Braintree checkout, and the PayPal and Venmo digital wallets. Those actions helped salvage what could have been a much worse year. Revenue climbed 8% to $25.4 billion in 2022, and non-GAAP (adjusted) earnings dropped 10% to $4.13 per diluted share.</p><p>The future looks even brighter. PayPal plans to cut $1.9 billion  in expenses this year, which management believes will drive 18% growth in non-GAAP earnings. Beyond that, the company is perfectly positioned to benefit as digital payments become more prevalent in physical and digital commerce. PayPal is the most accepted digital wallet in North America and Europe, and it continued to gain share last year. PayPal is also the leader in online payment processing, with a 42% market share.</p><p>That strong competitive position reflects the benefits of its two-sided payments network. Whereas most payment providers work only with merchants, PayPal offers financial services to merchants and consumers. That means the company has a deeper understanding of consumer spending habits than many of its peers, and that data allows PayPal to separate legitimate and illegitimate transactions very effectively. In fact, CEO Dan Schulman says PayPal has the highest authorization rate and the lowest loss rates in the industry.</p><div><div></div></div><p>The company is also working to increase its presence at physical points of sale. It launched the PayPal Zettle Terminal in the U.S. last year, an all-in-one point of sale (POS) solution for small and medium-sized businesses. PayPal also partnered with <strong>Apple</strong> to bring its Tap to Pay for iPhone to the PayPal and Venmo iOS apps. The partnership will also allow consumers to store PayPal and Venmo-branded payment cards in their Apple Wallets for use anywhere Apple Pay is accepted. That is particularly noteworthy because Apple Pay is the most popular in-store mobile wallet in the U.S., meaning it could have a material impact in helping PayPal gain traction at physical checkouts.</p><p>Currently, PayPal stock trades at 3.2 times sales, a bargain compared to the three-year average of 8.8 times sales. That creates a worthwhile buying opportunity for patient investors, but the odds of triple-digit returns in the next year are slim in the current economy. Investors should plan to hold the stock for at least three to five years.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343092\" :show_benchmark_compare=\"false\" amount_change=\"0.47\" average_volume=\"\" company_name=\"Snowflake\" current_price=\"139.66\" daily_high=\"144.50\" daily_low=\"139.32\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"215.00\" fifty_two_week_low=\"110.27\" gross_margin=\"0.00\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SNOW.png\" market_cap=\"\" pe_ratio=\"\" percent_change=\"0.34\" symbol=\"SNOW\" volume=\"864\"></app></div><h2>2. Snowflake</h2><p>Snowflake helps businesses manage and make sense of big data. Its platform solves the problem of siloed datasets created by cloud migration and software proliferation. The Snowflake Data Cloud allows clients to ingest, store, and analyze the data spread across their IT infrastructure while freeing them from the burden of managing the underlying infrastructure. The Data Cloud also lets clients securely share data, build data-driven applications, and transform data for use cases like artificial intelligence and machine learning.</p><p>So what? Snowflake helps businesses draw insights from sprawling datasets, and no other product on the market supports the same range of workloads. Additionally, its data-sharing capabilities create a network effect. The platform becomes more valuable each time more data is added simply because more data is available for exchange. Clients also benefit from its infrastructure-neutral disposition. The Data Cloud runs across <strong>Amazon</strong> Web Services, <strong>Microsoft</strong> Azure, and <strong>Alphabet</strong>&#39;s Google Cloud Platform, meaning clients are free to work with the cloud computing vendor of their choosing.</p><div><div></div></div><p>Snowflake is growing like wildfire. Its customer count increased 31% to 7,828 in the fourth quarter, and the average customer spent 58% more over the past year. In turn, revenue climbed 69% to $2.1 billion in fiscal 2023 (ended Jan. 31, 2023), and free cash flow (FCF) soared sixfold to $496 million, representing a healthy FCF margin of 24%. And investors have good reason to believe Snowflake can maintain that momentum.</p><p>Digital transformation is fueling the creation of tremendous amounts of data, and effectively harnessing that data can help businesses make better decisions and build more powerful applications. The Data Cloud was engineered for that very purpose, and management believes it addresses a $248 billion market opportunity, meaning Snowflake has hardly scratched the surface of its potential.</p><p>Currently, shares trade at 22.5 times sales. That valuation multiple is a significant discount to the historical average of 74.1 times sales, but it certainly isn&#39;t cheap. Investors may want to wait for a better entry point, though risk-tolerant investors could reasonably consider buying a very small position in this Warren Buffett stock right now. But given the challenging economy, the odds of triple-digit returns any time soon are remote at best.</p><div></div></div></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>2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to CNN Business, PayPal Holdings (PYPL -0.11%) and Snowflake (SNOW 0.34%) have a consensus rating of \"buy\" on Wall Street, and some analysts are forecasting triple-digit gains for ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4573":"虚拟现实","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","BK4512":"苹果概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0079474960.USD":"联博美国增长基金A","BK4514":"搜索引擎","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4571":"数字音乐概念","SNOW":"Snowflake","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","PYPL":"PayPal","BK4587":"ChatGPT概念","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4524":"宅经济概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327187616","content_text":"According to CNN Business, PayPal Holdings (PYPL -0.11%) and Snowflake (SNOW 0.34%) have a consensus rating of \"buy\" on Wall Street, and some analysts are forecasting triple-digit gains for shareholders. The Street-high price target on PayPal is $160 per share, which implies a 113% upside from its current price. The Street-high price target on Snowflake is $500 per share, which implies a 243% upside from its current price.Here's what investors should know about these growth stocks.1. PayPalPayPal got off to a rocky start last year. Management cut guidance and pulled its medium-term financial targets as economic conditions deteriorated. But the company was quick to cut costs and prioritize investments in areas where it already has a strong competitive position, including PayPal checkout, Braintree checkout, and the PayPal and Venmo digital wallets. Those actions helped salvage what could have been a much worse year. Revenue climbed 8% to $25.4 billion in 2022, and non-GAAP (adjusted) earnings dropped 10% to $4.13 per diluted share.The future looks even brighter. PayPal plans to cut $1.9 billion  in expenses this year, which management believes will drive 18% growth in non-GAAP earnings. Beyond that, the company is perfectly positioned to benefit as digital payments become more prevalent in physical and digital commerce. PayPal is the most accepted digital wallet in North America and Europe, and it continued to gain share last year. PayPal is also the leader in online payment processing, with a 42% market share.That strong competitive position reflects the benefits of its two-sided payments network. Whereas most payment providers work only with merchants, PayPal offers financial services to merchants and consumers. That means the company has a deeper understanding of consumer spending habits than many of its peers, and that data allows PayPal to separate legitimate and illegitimate transactions very effectively. In fact, CEO Dan Schulman says PayPal has the highest authorization rate and the lowest loss rates in the industry.The company is also working to increase its presence at physical points of sale. It launched the PayPal Zettle Terminal in the U.S. last year, an all-in-one point of sale (POS) solution for small and medium-sized businesses. PayPal also partnered with Apple to bring its Tap to Pay for iPhone to the PayPal and Venmo iOS apps. The partnership will also allow consumers to store PayPal and Venmo-branded payment cards in their Apple Wallets for use anywhere Apple Pay is accepted. That is particularly noteworthy because Apple Pay is the most popular in-store mobile wallet in the U.S., meaning it could have a material impact in helping PayPal gain traction at physical checkouts.Currently, PayPal stock trades at 3.2 times sales, a bargain compared to the three-year average of 8.8 times sales. That creates a worthwhile buying opportunity for patient investors, but the odds of triple-digit returns in the next year are slim in the current economy. Investors should plan to hold the stock for at least three to five years.2. SnowflakeSnowflake helps businesses manage and make sense of big data. Its platform solves the problem of siloed datasets created by cloud migration and software proliferation. The Snowflake Data Cloud allows clients to ingest, store, and analyze the data spread across their IT infrastructure while freeing them from the burden of managing the underlying infrastructure. The Data Cloud also lets clients securely share data, build data-driven applications, and transform data for use cases like artificial intelligence and machine learning.So what? Snowflake helps businesses draw insights from sprawling datasets, and no other product on the market supports the same range of workloads. Additionally, its data-sharing capabilities create a network effect. The platform becomes more valuable each time more data is added simply because more data is available for exchange. Clients also benefit from its infrastructure-neutral disposition. The Data Cloud runs across Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud Platform, meaning clients are free to work with the cloud computing vendor of their choosing.Snowflake is growing like wildfire. Its customer count increased 31% to 7,828 in the fourth quarter, and the average customer spent 58% more over the past year. In turn, revenue climbed 69% to $2.1 billion in fiscal 2023 (ended Jan. 31, 2023), and free cash flow (FCF) soared sixfold to $496 million, representing a healthy FCF margin of 24%. And investors have good reason to believe Snowflake can maintain that momentum.Digital transformation is fueling the creation of tremendous amounts of data, and effectively harnessing that data can help businesses make better decisions and build more powerful applications. The Data Cloud was engineered for that very purpose, and management believes it addresses a $248 billion market opportunity, meaning Snowflake has hardly scratched the surface of its potential.Currently, shares trade at 22.5 times sales. That valuation multiple is a significant discount to the historical average of 74.1 times sales, but it certainly isn't cheap. Investors may want to wait for a better entry point, though risk-tolerant investors could reasonably consider buying a very small position in this Warren Buffett stock right now. But given the challenging economy, the odds of triple-digit returns any time soon are remote at best.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}

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