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小虎一只
2022-09-09
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5 ASX 200 Lithium Shares With the Lowest Levels of Debt
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However, some ASX 200 lithium shares are bucking this trend with very low debt levels.</p><p>What’s better is that some of these companies have had their price targets upgraded by brokers amid the demand for lithium rising globally.</p><p>One method we can use to assess a company’s debt is through using the debt-to-equity (D/E) ratio. This is calculated by dividing the company’s total liabilities by shareholder equity. It provides the added benefit of assessing a company’s financial leverage and is easily comparable from firm to firm.</p><p>So let’s cover the top five ASX lithium stocks with the lowest levels of debt and their most recent developments.</p><h2><a href=\"https://laohu8.com/S/AVZ.AU\">Avz Minerals Ltd</a> (ASX: AVZ)</h2><p>AVZ Minerals has the lowest D/E ratio out of the five at 0.006.</p><p>The most recent news for the company is that it was removed from the <b>S&P/ASX 300 Index</b> (ASX: XKO) on Monday amid its shares being halted since May. Shares are frozen at 78 cents each.</p><p>The voluntary suspension is in relation to the finalisation and release of an announcement regarding its mining and exploration rights for the Manono Lithium and Tin Project in the Democratic Republic of the Congo.</p><p>AVZ Minerals’ share price is down 11% year to date.</p><h2><a href=\"https://laohu8.com/S/LTR.AU\">Liontown Resources Limited</a> (ASX: LTR)</h2><p>Liontown Resources has a D/E ratio of 0.063.</p><p>The company’s share price and that of its ASX lithium peers rallied on Monday. This was amid a broker improving the price targets of several lithium shares in this list.</p><p>JP Morgan lifted its target on the Liontown share price by 45% to $1.60.</p><p>Liontown shares are currently swapping hands for $1.81 apiece, down 2.16% on the day.</p><p>The company’s share price is up around 5% year to date.</p><h2><a href=\"https://laohu8.com/S/CXO.AU\">Core Lithium Ltd</a> (ASX: CXO)</h2><p>Core Lithium’s D/E ratio is 0.238.</p><p>The company was one of the most traded ASX shares on Thursday, with it and many of its lithium peers enjoying positive developments. This included data from the Federal Chamber of Automotive Industries (FCAI) revealing electric vehicle sales hit an all-time high in Australia.</p><p>At the time of writing, Core Lithium shares are up 2.5% to $1.64.</p><p>The company’s share price is up around 160% this year to date.</p><h2><a href=\"https://laohu8.com/S/AKE.AU\">Allkem Ltd</a> (ASX: AKE)</h2><p>Moving up higher now is Allkem’s D/E ratio of 11.7.</p><p>This company was one of the few that received positive broker coverage this week. <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> gave Allkem a price target of $21 per share on Tuesday.</p><p>In early trading on Friday, its shares are up 1.85% to $15.45.</p><p>Allkem’s share price is up around 38% year to date.</p><h2><a href=\"https://laohu8.com/S/PLS.AU\">Pilbara Minerals Ltd</a> (ASX: PLS)</h2><p>Finally, the ASX lithium share with the most leverage on its books is currently Pilbara Minerals, with a D/E ratio of 22.6.</p><p>The Pilbara Minerals share price hit a new all-time high of $4.41 on Thursday before closing at $4.25. In early trading on Friday, it has surpassed that mark and is currently at $4.42, up 4% on the day.</p><p>The company’s share price is up nearly 25% year to date.</p></body></html>","source":"motleyfoolau_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>5 ASX 200 Lithium Shares With the Lowest Levels of Debt</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\">\n5 ASX 200 Lithium Shares With the Lowest Levels of Debt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 09:57 GMT+8 <a href=https://www.fool.com.au/2022/09/09/5-asx-200-lithium-shares-with-the-lowest-levels-of-debt/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mining is a capital-intensive activity requiring significant debt and equity outlays to start and continue operations. However, some ASX 200 lithium shares are bucking this trend with very low debt ...</p>\n\n<a href=\"https://www.fool.com.au/2022/09/09/5-asx-200-lithium-shares-with-the-lowest-levels-of-debt/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com.au/2022/09/09/5-asx-200-lithium-shares-with-the-lowest-levels-of-debt/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266292817","content_text":"Mining is a capital-intensive activity requiring significant debt and equity outlays to start and continue operations. However, some ASX 200 lithium shares are bucking this trend with very low debt levels.What’s better is that some of these companies have had their price targets upgraded by brokers amid the demand for lithium rising globally.One method we can use to assess a company’s debt is through using the debt-to-equity (D/E) ratio. This is calculated by dividing the company’s total liabilities by shareholder equity. It provides the added benefit of assessing a company’s financial leverage and is easily comparable from firm to firm.So let’s cover the top five ASX lithium stocks with the lowest levels of debt and their most recent developments.Avz Minerals Ltd (ASX: AVZ)AVZ Minerals has the lowest D/E ratio out of the five at 0.006.The most recent news for the company is that it was removed from the S&P/ASX 300 Index (ASX: XKO) on Monday amid its shares being halted since May. Shares are frozen at 78 cents each.The voluntary suspension is in relation to the finalisation and release of an announcement regarding its mining and exploration rights for the Manono Lithium and Tin Project in the Democratic Republic of the Congo.AVZ Minerals’ share price is down 11% year to date.Liontown Resources Limited (ASX: LTR)Liontown Resources has a D/E ratio of 0.063.The company’s share price and that of its ASX lithium peers rallied on Monday. This was amid a broker improving the price targets of several lithium shares in this list.JP Morgan lifted its target on the Liontown share price by 45% to $1.60.Liontown shares are currently swapping hands for $1.81 apiece, down 2.16% on the day.The company’s share price is up around 5% year to date.Core Lithium Ltd (ASX: CXO)Core Lithium’s D/E ratio is 0.238.The company was one of the most traded ASX shares on Thursday, with it and many of its lithium peers enjoying positive developments. This included data from the Federal Chamber of Automotive Industries (FCAI) revealing electric vehicle sales hit an all-time high in Australia.At the time of writing, Core Lithium shares are up 2.5% to $1.64.The company’s share price is up around 160% this year to date.Allkem Ltd (ASX: AKE)Moving up higher now is Allkem’s D/E ratio of 11.7.This company was one of the few that received positive broker coverage this week. Macquarie gave Allkem a price target of $21 per share on Tuesday.In early trading on Friday, its shares are up 1.85% to $15.45.Allkem’s share price is up around 38% year to date.Pilbara Minerals Ltd (ASX: PLS)Finally, the ASX lithium share with the most leverage on its books is currently Pilbara Minerals, with a D/E ratio of 22.6.The Pilbara Minerals share price hit a new all-time high of $4.41 on Thursday before closing at $4.25. In early trading on Friday, it has surpassed that mark and is currently at $4.42, up 4% on the day.The company’s share price is up nearly 25% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938655891,"gmtCreate":1662603933813,"gmtModify":1676537099074,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938655891","repostId":"1119363305","repostType":4,"repost":{"id":"1119363305","kind":"news","pubTimestamp":1662613739,"share":"https://ttm.financial/m/news/1119363305?lang=&edition=full_marsco","pubTime":"2022-09-08 13:08","market":"us","language":"en","title":"Tim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once","url":"https://stock-news.laohu8.com/highlight/detail?id=1119363305","media":"MarketWatch","summary":"Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif.","content":"<html><head></head><body><p>Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphones</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/689ed65479a46375dcaf6fa32912c643\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Apple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif. GETTY IMAGES</span></p><p>Chief Executive Tim Cook didn’t show off “one more thing” on Wednesday, but he did have one new Apple Inc. offering to share: reasonable pricing.</p><p>Apple has long shown a willingness to charge premium prices for its iPhones, including breaking the $1,000 barrier a few years back with the iPhone X, and was expected to increase prices on the smartphones again with the iPhone 14 unveiling on Wednesday. Cook kept the price the same as the last two iPhone models, however, and even added in some other deals: Free satellite emergency service for two years, and an update to Apple Care+ to remove a limit on the number of repairs each year.</p><p>“It was a shock, I thought a $100 price increase was a foregone conclusion,” said Dan Ives, an analyst at Wedbush Securities. “Apple read the room and Cook didn’t want to raise prices.”</p><p>At the very least, analysts expected Apple to increase prices on its top-end smartphones, the iPhone Pro and Pro Max. Maribel Lopez, principal analyst at Lopez Research, said she had been hearing talk of price hikes of up to several hundred dollars that would “fork the line,” or allow greater separation between lower-priced and premium offerings.</p><p>“This was their opportunity, they were going to fork the line, and have very affordable and very flagship, and that was surprising that didn’t happen,” Lopez said. “I think that is the right move. It’s becoming difficult to get people to upgrade, they hold onto them longer, they are not inexpensive.”</p><p>The concern for investors from this move would be Apple’s profit margin. Record inflation has not just hit consumers — electronics manufacturers are seeing higher prices and uncertain supply of many components. The 15-year-old iPhone family is still Apple’s biggest revenue and profit generator, even as it is a mature product, so a margin decline would be felt acutely on the overall bottom line.</p><p>Lopez and Ives said the move should not be too much of a drag on Apple’s margins, however, thanks to strength with suppliers and a move toward using Apple’s own semiconductors.</p><p>“They have more control over their supply chain,” Ives said, adding that “the Apple silicon gives them flexibility.”</p><p>“Everything being an A or an M chip, that allows them a certain flexibility,” Lopez said. “It’s a classic vertical integration strategy.”</p><p>Apple unveiled some new offerings that were not price-related, mostly features targeted at increasingly specific audiences, such as the Apple Ultra Watch for serious fitness enthusiasts. But Cook again didn’t take the opportunity to use co-founder Steve Jobs’ product-launch catchphrase, “one more thing,” at the end of an unveiling to show off the next big product — even though Apple may have a big launch on the way.</p><p>Apple reportedly is working on three sets of augmented/virtual-reality glasses, with one expected to launch next year and compete with Meta Platforms Inc.’s Oculus offerings. It would be only the second major product category to launch under Cook’s leadership, beside the Apple Watch.</p><p>But Apple never shows off the next big thing without a fully formed product ready to roll. So instead, Cook is just trying to keep consumers happy with new iPhones — at flat prices with better cameras, longer battery life and new features — until its next foray is actually ready.</p><p>That doesn’t do much for investors, though. They are still wondering when they will get a glimpse at the next device they are betting on, and will have to worry about the possibility of declining margins while they wait.</p><p><b>Also Read: Apple Launching iPhone 14 and Other Products, a 'Major Feat' Says Analyst</b> Sources: StreetInsider</p><p>Apple (NASDAQ:AAPL) held its first in-person product launch event since before the pandemic Wednesday afternoon with the highly anticipated iPhone 14 launch.</p><p>While the iPhone 14 was front and center at the launch event, Apple also announced a raft of other products and updates, including the Apple Watch Series 8 and the enhanced AirPods Pro 2.</p><p>The iPhone 14 series includes the general model, the 14 Plus, the 14 Pro, and the 14 Pro Max.Apple said the 14 and 14 Plus models include the A15 Bionic chip with a 5-core GPU, while the 14 Pro and Pro Max are powered by A16 Bionic, the fastest chip ever in a smartphone.</p><p>Furthermore, Apple announced new satellite-enabled services for some of its products, with Globalstar, a satellite communications firm, managing the satellite-powered emergency SOS service.</p><p>Apple will pay 95% of the approved capital spending Globalstar makes in connection with the new satellites, according to a filing.It also states that they are expected to make the services available to customers during the fourth quarter of 2022.</p><p>Globalstar shares surged following the news earlier today but closed the session down 1.4%.</p><p>Reacting to the Apple announcements and event, Wedbush analyst Daniel Ives, who has an Outperform rating and a $220 price target on the stock, said, "the Apple Watch and AirPods have transformed from a rounding error to a significant tangential product segment at Apple."</p><p>He added that it speaks to the monetization of a golden 1.8 billion iOS installed base that remains "unmatched globally."</p><p>"Taking a step back, launching 3 new core hardware products within the Apple ecosystem despite the biggest supply chain crisis seen in modern history is a major feat for Cook & Co., especially with the zero Covid shutdowns in China seen in April/May," he added.</p><p>Commenting specifically on the iPhone 14 launch, Ives stated they believe the "initial order for 90 million iPhone 14 units out of the gates with Asian suppliers has stayed firm" based on recent checks and will be roughly flat with iPhone 13 despite the macro storm clouds building."</p><p>Apple shares gained just under 1% in Wednesday's session.</p></body></html>","source":"lsy1603348471595","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>Tim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once</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; 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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\">\nTim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 13:08 GMT+8 <a href=https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif....</p>\n\n<a href=\"https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119363305","content_text":"Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif. GETTY IMAGESChief Executive Tim Cook didn’t show off “one more thing” on Wednesday, but he did have one new Apple Inc. offering to share: reasonable pricing.Apple has long shown a willingness to charge premium prices for its iPhones, including breaking the $1,000 barrier a few years back with the iPhone X, and was expected to increase prices on the smartphones again with the iPhone 14 unveiling on Wednesday. Cook kept the price the same as the last two iPhone models, however, and even added in some other deals: Free satellite emergency service for two years, and an update to Apple Care+ to remove a limit on the number of repairs each year.“It was a shock, I thought a $100 price increase was a foregone conclusion,” said Dan Ives, an analyst at Wedbush Securities. “Apple read the room and Cook didn’t want to raise prices.”At the very least, analysts expected Apple to increase prices on its top-end smartphones, the iPhone Pro and Pro Max. Maribel Lopez, principal analyst at Lopez Research, said she had been hearing talk of price hikes of up to several hundred dollars that would “fork the line,” or allow greater separation between lower-priced and premium offerings.“This was their opportunity, they were going to fork the line, and have very affordable and very flagship, and that was surprising that didn’t happen,” Lopez said. “I think that is the right move. It’s becoming difficult to get people to upgrade, they hold onto them longer, they are not inexpensive.”The concern for investors from this move would be Apple’s profit margin. Record inflation has not just hit consumers — electronics manufacturers are seeing higher prices and uncertain supply of many components. The 15-year-old iPhone family is still Apple’s biggest revenue and profit generator, even as it is a mature product, so a margin decline would be felt acutely on the overall bottom line.Lopez and Ives said the move should not be too much of a drag on Apple’s margins, however, thanks to strength with suppliers and a move toward using Apple’s own semiconductors.“They have more control over their supply chain,” Ives said, adding that “the Apple silicon gives them flexibility.”“Everything being an A or an M chip, that allows them a certain flexibility,” Lopez said. “It’s a classic vertical integration strategy.”Apple unveiled some new offerings that were not price-related, mostly features targeted at increasingly specific audiences, such as the Apple Ultra Watch for serious fitness enthusiasts. But Cook again didn’t take the opportunity to use co-founder Steve Jobs’ product-launch catchphrase, “one more thing,” at the end of an unveiling to show off the next big product — even though Apple may have a big launch on the way.Apple reportedly is working on three sets of augmented/virtual-reality glasses, with one expected to launch next year and compete with Meta Platforms Inc.’s Oculus offerings. It would be only the second major product category to launch under Cook’s leadership, beside the Apple Watch.But Apple never shows off the next big thing without a fully formed product ready to roll. So instead, Cook is just trying to keep consumers happy with new iPhones — at flat prices with better cameras, longer battery life and new features — until its next foray is actually ready.That doesn’t do much for investors, though. They are still wondering when they will get a glimpse at the next device they are betting on, and will have to worry about the possibility of declining margins while they wait.Also Read: Apple Launching iPhone 14 and Other Products, a 'Major Feat' Says Analyst Sources: StreetInsiderApple (NASDAQ:AAPL) held its first in-person product launch event since before the pandemic Wednesday afternoon with the highly anticipated iPhone 14 launch.While the iPhone 14 was front and center at the launch event, Apple also announced a raft of other products and updates, including the Apple Watch Series 8 and the enhanced AirPods Pro 2.The iPhone 14 series includes the general model, the 14 Plus, the 14 Pro, and the 14 Pro Max.Apple said the 14 and 14 Plus models include the A15 Bionic chip with a 5-core GPU, while the 14 Pro and Pro Max are powered by A16 Bionic, the fastest chip ever in a smartphone.Furthermore, Apple announced new satellite-enabled services for some of its products, with Globalstar, a satellite communications firm, managing the satellite-powered emergency SOS service.Apple will pay 95% of the approved capital spending Globalstar makes in connection with the new satellites, according to a filing.It also states that they are expected to make the services available to customers during the fourth quarter of 2022.Globalstar shares surged following the news earlier today but closed the session down 1.4%.Reacting to the Apple announcements and event, Wedbush analyst Daniel Ives, who has an Outperform rating and a $220 price target on the stock, said, \"the Apple Watch and AirPods have transformed from a rounding error to a significant tangential product segment at Apple.\"He added that it speaks to the monetization of a golden 1.8 billion iOS installed base that remains \"unmatched globally.\"\"Taking a step back, launching 3 new core hardware products within the Apple ecosystem despite the biggest supply chain crisis seen in modern history is a major feat for Cook & Co., especially with the zero Covid shutdowns in China seen in April/May,\" he added.Commenting specifically on the iPhone 14 launch, Ives stated they believe the \"initial order for 90 million iPhone 14 units out of the gates with Asian suppliers has stayed firm\" based on recent checks and will be roughly flat with iPhone 13 despite the macro storm clouds building.\"Apple shares gained just under 1% in Wednesday's session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938985066,"gmtCreate":1662542951156,"gmtModify":1676537084385,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938985066","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","kind":"highlight","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=&edition=full_marsco","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<html><head></head><body><p>The stock market has not been kind to investors this year. The <b>S&P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.</p><p>In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, <b>Roku</b> and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.</p><p>Here's why.</p><h2>Roku: The top streaming platform in North America</h2><p>Streaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.</p><p>Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place <b>Samsung </b>and third-place <b>Amazon</b> held just 17% and 12% market share, respectively.</p><p>Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.</p><p>Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$905.9 million</p></td><td width=\"156\"><p>$3 billion</p></td><td width=\"156\"><p>50%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$39.4 million</p></td><td width=\"156\"><p>$73.4 million</p></td><td width=\"156\"><p>23%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.</p><p>Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.</p><p>With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.</p><h2>MercadoLibre: The e-commerce leader in Latin America</h2><p>MercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.</p><p>Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.</p><p>Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.</p><p>Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$1.8 billion</p></td><td width=\"156\"><p>$8.8 billion</p></td><td width=\"156\"><p>70%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$289.7 million</p></td><td width=\"156\"><p>$1.6 billion</p></td><td width=\"156\"><p>78%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p><p>Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.</p><p>According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.</p><p>On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8 <a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931886103,"gmtCreate":1662430578002,"gmtModify":1676537058685,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931886103","repostId":"1133613145","repostType":4,"repost":{"id":"1133613145","kind":"news","pubTimestamp":1662428595,"share":"https://ttm.financial/m/news/1133613145?lang=&edition=full_marsco","pubTime":"2022-09-06 09:43","market":"us","language":"en","title":"Crypto Traders See Escape From Tightest Range in About Two Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1133613145","media":"Bloomberg","summary":"Leverage ratio for Bitcoin, Ether at highs, CryptoQuant saysBitcoin traded in narrowest weekly span ","content":"<html><head></head><body><ul><li>Leverage ratio for Bitcoin, Ether at highs, CryptoQuant says</li><li>Bitcoin traded in narrowest weekly span since October 2020</li></ul><p>The cryptocurrency market appears by some measures to be poised to break out of the narrowest trading range in almost two years.</p><p>Based on one gauge, the leverage ratios for the two largest tokens by market value -- Bitcoin and Ether -- are at the highest on record even with prices of both down more than 50% this year. That is calculated by taking the amount of open interest for perpetual swap contracts and dividing that by the amount of coins held in reserve on exchanges, according to blockchain data-site CryptoQuant.</p><p>“Folks think the market has stabilized and are willing to make bigger speculative positions,” said Darius Sit, co-founder of Singapore-based crypto investment fund QCP Capital, who pointed out that traders who see a so-called tail risk -- or the chance of a loss happening due to a rare event -- are “getting priced out.”</p><p>Crypto traders tend to favor perpetual contracts -- which, unlike traditional calendar futures, don’t expire -- in part, because it allows them to keep highly leveraged positions in place.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/137c38f096f00f3036473504844ebb43\" tg-width=\"1000\" tg-height=\"629\" width=\"100%\" height=\"auto\"/><span>Bitcoin estimated leverage ratio is at its highest level.Source: CryptoQuant</span></p><p>Bitcoin, which accounts for about 40% of the estimated market value of all cryptocurrencies, traded last week within a range of about 5.4%, the narrowest since October 2020, data compiled by Bloomberg show. The lull two years ago was followed by a months-long surge in prices that eventually pushed Bitcoin to a then-record high in April 2021.</p><p><img src=\"https://static.tigerbbs.com/d349bbdf04a2afea87e6b2d86a409c33\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Cryptocurrencies have stagnated since June, when prices tumbled in the aftermath of the collapse of the Terra stablecoin ecosystem, the demise of hedge fund Three Arrows Capital and the bankruptcies of Voyager Digital and Celsius Network.</p><p>Despite recent hawkish comments from the Federal Reserve about inflation and the economic slowdown continuing to weigh on riskier assets including crypto, more traders appear to be putting on bullish leveraged bets.</p><p>Overall, the biggest catalyst of the growing leverage is likely the highly anticipated upgrade on the Ethereum blockchain later this month. The most commercially important network is set to move from its current system of using miners to a more energy-efficient one using staked coins. Data collected by blockchain research firm Kaiko show that perpetual swap contracts’ open interest denominated in Ether reached an all-time high at the end of August.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/883f5b4b86719e0ef4013b55e109767d\" tg-width=\"1000\" tg-height=\"534\" width=\"100%\" height=\"auto\"/><span>Source: Kaiko</span></p><p>“As we get closer to the Merge, ETH leverage will continue to build up,” said Shiliang Tang, chief investment officer at crypto asset investment firm LedgerPrime.</p><p>At the same time, funding rates for both Bitcoin and Ether perpetuals have turned negative in the past few weeks, according to data-site Skew. Exchanges use the so-called funding rate -- or the cost to trade -- to tether the contracts to their underlying spot price. When the rate is positive, those who hold long positions are paying interest to investors who are short, and vice visa.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/477ccf7a31be7088bdebfdf86f8ea052\" tg-width=\"1000\" tg-height=\"629\" width=\"100%\" height=\"auto\"/><span>Ether estimated leverage ratio across exchanges is at record highs.Source: CryptoQuant</span></p><p>Kaiko estimated that traders are biased to the downside because they’re either betting on an unsuccessful or delayed transition of Ethereum to proof of stake or are hedging long spot Ether positions ahead of the Merge.</p><p>“The growth of leverage with more bears could result in a short squeeze, as over-leveraged bears get liquidated if prices move up,” said Andrew Tu, head of growth for crypto algorithmic-trading firm Efficient Frontier, which takes neutral positions in trading.</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>Crypto Traders See Escape From Tightest Range in About Two Years</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; 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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\">\nCrypto Traders See Escape From Tightest Range in About Two Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 09:43 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-05/crypto-traders-see-escape-from-tightest-range-in-about-two-years?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Leverage ratio for Bitcoin, Ether at highs, CryptoQuant saysBitcoin traded in narrowest weekly span since October 2020The cryptocurrency market appears by some measures to be poised to break out of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-05/crypto-traders-see-escape-from-tightest-range-in-about-two-years?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-09-05/crypto-traders-see-escape-from-tightest-range-in-about-two-years?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133613145","content_text":"Leverage ratio for Bitcoin, Ether at highs, CryptoQuant saysBitcoin traded in narrowest weekly span since October 2020The cryptocurrency market appears by some measures to be poised to break out of the narrowest trading range in almost two years.Based on one gauge, the leverage ratios for the two largest tokens by market value -- Bitcoin and Ether -- are at the highest on record even with prices of both down more than 50% this year. That is calculated by taking the amount of open interest for perpetual swap contracts and dividing that by the amount of coins held in reserve on exchanges, according to blockchain data-site CryptoQuant.“Folks think the market has stabilized and are willing to make bigger speculative positions,” said Darius Sit, co-founder of Singapore-based crypto investment fund QCP Capital, who pointed out that traders who see a so-called tail risk -- or the chance of a loss happening due to a rare event -- are “getting priced out.”Crypto traders tend to favor perpetual contracts -- which, unlike traditional calendar futures, don’t expire -- in part, because it allows them to keep highly leveraged positions in place.Bitcoin estimated leverage ratio is at its highest level.Source: CryptoQuantBitcoin, which accounts for about 40% of the estimated market value of all cryptocurrencies, traded last week within a range of about 5.4%, the narrowest since October 2020, data compiled by Bloomberg show. The lull two years ago was followed by a months-long surge in prices that eventually pushed Bitcoin to a then-record high in April 2021.Cryptocurrencies have stagnated since June, when prices tumbled in the aftermath of the collapse of the Terra stablecoin ecosystem, the demise of hedge fund Three Arrows Capital and the bankruptcies of Voyager Digital and Celsius Network.Despite recent hawkish comments from the Federal Reserve about inflation and the economic slowdown continuing to weigh on riskier assets including crypto, more traders appear to be putting on bullish leveraged bets.Overall, the biggest catalyst of the growing leverage is likely the highly anticipated upgrade on the Ethereum blockchain later this month. The most commercially important network is set to move from its current system of using miners to a more energy-efficient one using staked coins. Data collected by blockchain research firm Kaiko show that perpetual swap contracts’ open interest denominated in Ether reached an all-time high at the end of August.Source: Kaiko“As we get closer to the Merge, ETH leverage will continue to build up,” said Shiliang Tang, chief investment officer at crypto asset investment firm LedgerPrime.At the same time, funding rates for both Bitcoin and Ether perpetuals have turned negative in the past few weeks, according to data-site Skew. Exchanges use the so-called funding rate -- or the cost to trade -- to tether the contracts to their underlying spot price. When the rate is positive, those who hold long positions are paying interest to investors who are short, and vice visa.Ether estimated leverage ratio across exchanges is at record highs.Source: CryptoQuantKaiko estimated that traders are biased to the downside because they’re either betting on an unsuccessful or delayed transition of Ethereum to proof of stake or are hedging long spot Ether positions ahead of the Merge.“The growth of leverage with more bears could result in a short squeeze, as over-leveraged bears get liquidated if prices move up,” said Andrew Tu, head of growth for crypto algorithmic-trading firm Efficient Frontier, which takes neutral positions in trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933738178,"gmtCreate":1662343141794,"gmtModify":1676537040632,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933738178","repostId":"2265749449","repostType":4,"repost":{"id":"2265749449","kind":"highlight","pubTimestamp":1662332817,"share":"https://ttm.financial/m/news/2265749449?lang=&edition=full_marsco","pubTime":"2022-09-05 07:06","market":"us","language":"en","title":"GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2265749449","media":"Barron's","summary":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earning","content":"<html><head></head><body><p>U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.</p><p>Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.</p><p>Economic data releases next week include the Institute for Supply Management's Services Purchasing Managers' Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.</p><p>Other data for investors and economists to watch next week will be the Federal Reserve's sixth beige book of the year on Wednesday and the Department of Labor's initial jobless claims for the latest week on Thursday.</p><p>The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB's benchmark interest-rate target to 0.75%.</p><p><b>Monday 9/5</b></p><p>Equity and fixed-income markets are closed in observance of Labor Day.</p><p><b>Tuesday 9/6</b></p><p>The Institute for Supply Management releases its Services Purchasing Managers' Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.</p><p><b>Wednesday 9/7</b></p><p>Appleholds a launch event, titled "Far Out," at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.</p><p>GameStop and NIO report quarterly results.</p><p>The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.</p><p>The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.</p><p><b>Thursday 9/8</b></p><p>DocuSign and Zscaler hold conference calls to discuss quarterly earnings.</p><p>Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.</p><p>The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB's deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.</p><p>The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.</p><p><b>Friday 9/9</b></p><p>Kroger reports second-quarter fiscal-2023 results.</p><p>Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.</p><p>The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation's household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&P 500 index plunging more than 16% in the second quarter, it's very likely that the report will show another decrease.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week</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\">\nGameStop, Apple, Kroger, NIO, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 07:06 GMT+8 <a href=https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/gamestop-apple-kroger-nio-and-other-stocks-for-investors-to-watch-this-week-51662318000?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265749449","content_text":"U.S. stock and bond markets will be closed on Monday for Labor Day. It's a quiet week on the earnings calendar once investors return from the long weekend, but a few major economic-data releases should grab plenty of attention.Results this week will come from GameStop and NIO on Wednesday, DocuSign and Zscaler on Thursday, and Kroger on Friday. Apple will also host a product launch event on Wednesday, when it is expected to unveil a new lineup of iPhones and Apple Watches.Economic data releases next week include the Institute for Supply Management's Services Purchasing Managers' Index for August on Tuesday. The consensus estimate is for the index to decline by about three points, to 54.Other data for investors and economists to watch next week will be the Federal Reserve's sixth beige book of the year on Wednesday and the Department of Labor's initial jobless claims for the latest week on Thursday.The European Central Bank also announces a monetary-policy decision on Thursday. Futures markets are pricing in the greatest odds of a 75-basis-point hike, which would bring ECB's benchmark interest-rate target to 0.75%.Monday 9/5Equity and fixed-income markets are closed in observance of Labor Day.Tuesday 9/6The Institute for Supply Management releases its Services Purchasing Managers' Index for August. Consensus estimate is for a 54 reading, about three points lower than in July. The index is well off its record high of 68.4 from November, but still above the expansionary level of 50.Wednesday 9/7Appleholds a launch event, titled \"Far Out,\" at its headquarters in Cupertino, Calif. The company is expected to unveil four new iPhone 14 models and three new Apple Watches, along with other products.GameStop and NIO report quarterly results.The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions with anecdotal data collected by the 12 regional Federal Reserve banks.The Mortgage Bankers Association releases its mortgage application survey for the week ending on Sept. 2. Mortgage applications have dropped for three consecutive weeks and are at a multidecade low amid record-high home prices and surging mortgage rates.Thursday 9/8DocuSign and Zscaler hold conference calls to discuss quarterly earnings.Moderna hosts a research and development day, with presentations from its executive leadership, including CEO Stéphane Bancel.The European Central Bank announces its monetary-policy decision. Traders are pricing in a 60% chance of a jumbo-size 75-basis-point hike, which would bring ECB's deposit facility rate to 0.75%. At its last meeting, in July, the central bank lifted its key interest rate by half a percentage point, from negative 0.5% to zero. It has been just over a decade since the deposit facility rate was last above zero.The Department of Labor reports initial jobless claims for the week ending on Sept. 3. Claims averaged 241,500 in August, and have risen steadily this year from historically low levels.Friday 9/9Kroger reports second-quarter fiscal-2023 results.Tapestry, the parent company of fashion brands Coach and Kate Spade, holds an investor day at its headquarters in New York. The company will discuss its long-term strategic initiatives and update its financial outlook.The Federal Reserve releases the Financial Accounts of the United States for the second quarter. The report gives a snapshot of the nation's household net worth and debt. In the first quarter, household net worth fell by $544 billion, to $149.3 trillion. It was the first decline since the first quarter of 2020. With the S&P 500 index plunging more than 16% in the second quarter, it's very likely that the report will show another decrease.","news_type":1},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933843668,"gmtCreate":1662263604254,"gmtModify":1676537027526,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933843668","repostId":"1174731052","repostType":4,"repost":{"id":"1174731052","kind":"news","pubTimestamp":1662259842,"share":"https://ttm.financial/m/news/1174731052?lang=&edition=full_marsco","pubTime":"2022-09-04 10:50","market":"other","language":"en","title":"SQQQ: Don't Overstay Your Welcome","url":"https://stock-news.laohu8.com/highlight/detail?id=1174731052","media":"Seeking Alpha","summary":"SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>SQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.</li><li>Levered ETFs provide positive convexity in the direction of the bet.</li><li>Daily rebalancing of exposure causes value decay, especially in volatile markets.</li></ul><p>Investors who are afraid of market volatility often turn to inverse exchange-traded funds ("ETFs") such as the Proshares UltraPro Short QQQ ETF (NASDAQ:SQQQ) to protect their portfolios.</p><p>In my opinion, investors should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility "decay" from daily rebalancings.</p><p><b>Fund Overview</b></p><p>As the name suggests, the Proshares UltraPro Short QQQ ETF seeks daily returns that is -3x the return of the Nasdaq-100 Index. The fund achieves the -3x daily return target by entering into total return swaps with large banks that are reset nightly.</p><p><img src=\"https://static.tigerbbs.com/fff5d9cf3e686a0cfbbc881e341b99f1\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1 - SQQQ holdings (proshares.com)</p><p><b>Levered ETFs Only Work On Short Time Horizons</b></p><p>Investors who are interested in the SQQQ are highly encouraged to read this disclaimer from the Proshares website:</p><blockquote><i>Due to thecompoundingof daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares' returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks.</i></blockquote><p>What this means in layman terms is that the SQQQ is only designed to provide 3x inverse returns for one day. For any holding period longer than 1 day, the returns expectations will differ.</p><p>For example, imagine you start off with $100 invested in SQQQ. If the Nasdaq-100 index returns -5% on day 1, your position will grow to $115 (3 times the 1-day return of 5%). If the Nasdaq-100 returns -5% again on day 2, your position will grow to $132.25. The 2 day total is more than 3 times the 2-day compounded return of 10.25% or $130.75, because the two moves are in the same direction.</p><p>Conversely, if the returns were consecutive +5% on the Nasdaq-100 index, you would end up with $85 on day 1 and $72.25 on day 2, versus a 2-day compounded loss of 9.75%, or a $70.75 final balance assuming 3 times the returns.</p><p>Levered ETFs provide holders with "<b><i>positive convexity"</i></b>in the direction of their bet, i.e., with the SQQQ, as the Nasdaq-100 declines, the short exposure grows, and vice versa.</p><p><b>Levered ETFs Decay In Volatile Markets</b></p><p>The biggest problem with levered ETFs is that the daily rebalancing of the fund's exposure means that in volatile markets, the fund can lose value very quickly.</p><p>Going back to our example above, if the Nasdaq-100 returned +5% on day 1 followed by -5% on day 2, that should translate to a compounded 2-day loss of 0.25%, or theoretical ending balance of $99.25. However, what happens is that on day 1, the SQQQ balance will fall to $85 (3 times the 1-day return of -5%), and on day 2, the SQQQ balance will only grow to $97.75 (3 times the 1-day return of 5%). $1.50 in "value" will have been lost to volatility. The higher the volatility, the more the "decay."</p><p><b>Inverse ETFs Lose Value Over The Long-Term</b></p><p>Volatility coupled with the fact that markets are upwards trending in the long run means that inverse ETFs like the SQQQ are almost guaranteed to lose money over the long-term.</p><p>Comparing the performance of SQQQ vs. the Invesco QQQ ETF (QQQ) that tracks the Nasdaq-100 Index, we see that over any reasonably long time horizon, the SQQQ has been a money loser. Over 5 years, the SQQQ has lost $98.3 per $100 invested capital, and over 10 years, it has lost an incredible $99.93 per $100 invested capital.</p><p><img src=\"https://static.tigerbbs.com/799c3972388654e161203372280ae578\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2 - SQQQ vs. QQQ performance (Seeking Alpha)</p><p>Even YTD, while the QQQ has lost 24.75% of its value, the SQQQ has only gained 52.6%, far less than the theoretical 74.25% gain, because of the volatility decay mentioned above. On a 1 year basis, while the QQQ has lost 21.3%, SQQQ has only gained 24.3%.</p><p><b>Conclusion</b></p><p>If investors are truly concerned about their portfolios, they should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility "decay" from daily rebalancing. Nimble traders can try to capitalize on the convex nature of levered ETF returns, but that is not an easy task, especially for novices.</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>SQQQ: Don't Overstay Your Welcome</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\">\nSQQQ: Don't Overstay Your Welcome\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 10:50 GMT+8 <a href=https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive convexity in the direction of the bet.Daily rebalancing of exposure causes value decay, especially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4538743-sqqq-dont-overstay-your-welcome","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174731052","content_text":"SummarySQQQ provides 3x inverse 1-day returns of the Nasdaq 100 Index.Levered ETFs provide positive convexity in the direction of the bet.Daily rebalancing of exposure causes value decay, especially in volatile markets.Investors who are afraid of market volatility often turn to inverse exchange-traded funds (\"ETFs\") such as the Proshares UltraPro Short QQQ ETF (NASDAQ:SQQQ) to protect their portfolios.In my opinion, investors should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility \"decay\" from daily rebalancings.Fund OverviewAs the name suggests, the Proshares UltraPro Short QQQ ETF seeks daily returns that is -3x the return of the Nasdaq-100 Index. The fund achieves the -3x daily return target by entering into total return swaps with large banks that are reset nightly.Figure 1 - SQQQ holdings (proshares.com)Levered ETFs Only Work On Short Time HorizonsInvestors who are interested in the SQQQ are highly encouraged to read this disclaimer from the Proshares website:Due to thecompoundingof daily returns, holding periods of greater than one day can result in returns that are significantly different than the target return, and ProShares' returns over periods other than one day will likely differ in amount and possibly direction from the target return for the same period. These effects may be more pronounced in funds with larger or inverse multiples and in funds with volatile benchmarks.What this means in layman terms is that the SQQQ is only designed to provide 3x inverse returns for one day. For any holding period longer than 1 day, the returns expectations will differ.For example, imagine you start off with $100 invested in SQQQ. If the Nasdaq-100 index returns -5% on day 1, your position will grow to $115 (3 times the 1-day return of 5%). If the Nasdaq-100 returns -5% again on day 2, your position will grow to $132.25. The 2 day total is more than 3 times the 2-day compounded return of 10.25% or $130.75, because the two moves are in the same direction.Conversely, if the returns were consecutive +5% on the Nasdaq-100 index, you would end up with $85 on day 1 and $72.25 on day 2, versus a 2-day compounded loss of 9.75%, or a $70.75 final balance assuming 3 times the returns.Levered ETFs provide holders with \"positive convexity\"in the direction of their bet, i.e., with the SQQQ, as the Nasdaq-100 declines, the short exposure grows, and vice versa.Levered ETFs Decay In Volatile MarketsThe biggest problem with levered ETFs is that the daily rebalancing of the fund's exposure means that in volatile markets, the fund can lose value very quickly.Going back to our example above, if the Nasdaq-100 returned +5% on day 1 followed by -5% on day 2, that should translate to a compounded 2-day loss of 0.25%, or theoretical ending balance of $99.25. However, what happens is that on day 1, the SQQQ balance will fall to $85 (3 times the 1-day return of -5%), and on day 2, the SQQQ balance will only grow to $97.75 (3 times the 1-day return of 5%). $1.50 in \"value\" will have been lost to volatility. The higher the volatility, the more the \"decay.\"Inverse ETFs Lose Value Over The Long-TermVolatility coupled with the fact that markets are upwards trending in the long run means that inverse ETFs like the SQQQ are almost guaranteed to lose money over the long-term.Comparing the performance of SQQQ vs. the Invesco QQQ ETF (QQQ) that tracks the Nasdaq-100 Index, we see that over any reasonably long time horizon, the SQQQ has been a money loser. Over 5 years, the SQQQ has lost $98.3 per $100 invested capital, and over 10 years, it has lost an incredible $99.93 per $100 invested capital.Figure 2 - SQQQ vs. QQQ performance (Seeking Alpha)Even YTD, while the QQQ has lost 24.75% of its value, the SQQQ has only gained 52.6%, far less than the theoretical 74.25% gain, because of the volatility decay mentioned above. On a 1 year basis, while the QQQ has lost 21.3%, SQQQ has only gained 24.3%.ConclusionIf investors are truly concerned about their portfolios, they should consider reducing their long exposures instead of seeking inverse ETFs as a hedge, especially for holding periods of longer than a few days due to the volatility \"decay\" from daily rebalancing. Nimble traders can try to capitalize on the convex nature of levered ETF returns, but that is not an easy task, especially for novices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933944263,"gmtCreate":1662211666153,"gmtModify":1676537018763,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933944263","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","kind":"news","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=full_marsco","pubTime":"2022-09-03 11:00","market":"us","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8 <a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">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/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939834709,"gmtCreate":1662082652303,"gmtModify":1676536803401,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939834709","repostId":"2264210771","repostType":4,"repost":{"id":"2264210771","kind":"highlight","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":1662076475,"share":"https://ttm.financial/m/news/2264210771?lang=&edition=full_marsco","pubTime":"2022-09-02 07:54","market":"us","language":"en","title":"What Does Friday's Jobs Report Mean for the Market? \"Too Hot\" and Stocks Could Tumble, Says Market Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=2264210771","media":"Dow Jones","summary":"August jobs report may once again carry risks for stocks, but in a 'less intense' way than last Frid","content":"<html><head></head><body><p>August jobs report may once again carry risks for stocks, but in a 'less intense' way than last Friday's Powell speech, says Tom Essaye</p><p>With Federal Reserve Chair Powell last week reaffirming plans to keep raising interest rates to bring down inflation despite the risk of recession, Friday's monthly U.S. jobs report may once again carry risks for the stock market, said Tom Essaye, a former Merrill Lynch trader and the founder of the Sevens Report newsletter.</p><p>The Labor Department's monthly jobs report on Friday, which tracks employment across the public and private sectors, is expected to show the U.S. economy added 318,000 jobs in August, far fewer than the 528,000 jobs that were created in July, according to a survey of economists by The Wall Street Journal. The unemployment rate is seen steady at 3.5%, while the average hourly earnings are estimated to rise 0.4%, following a 0.5% rise in the previous month.</p><p>"The labor market needs to show signs that it's on the path to returning to a state of relative balance, where job openings are roughly the same as the number of people looking for jobs--and if it does not show that, then concerns about a more hawkish-for-longer Fed will rise, and that's not good for stocks," wrote Essaye in a note on Thursday.</p><h2>'Too Hot'</h2><p>According to Essaye, if the employment results come in "too hot" with nonfarm payrolls rising more than 350,000 for the month and the unemployment rate falling below 3.5%, stocks would drop sharply in what might be a "less-intense repeat" of last Friday, as markets price in higher interest rates for longer.</p><p>U.S. stocks tumbled last Friday, with the Dow Jones Industrial Average closing down more than 1,000 points for its worst daily percentage drop in three months, after Chair Powell said in his Jackson Hole address that the central bank will continue its battle to get the annual inflation rate back to its 2% target "until the job is done".</p><p>"Numbers this strong would underscore that the labor market remains out of balance, and that would keep the Fed focused on slowing demand via higher rates," said Essaye. "Practically, this would increase the chances the 'terminal' fed funds rate moves above 4% and hopes for a rate cut in 2023 would likely be dashed."</p><p>He expects the yield-curve spread between the 10-year and 2-year Treasurys to rise as the 2-year yield shoots higher on the prospect of higher rates, while the 10-year yield would also likely rise, but less so.</p><p>The 2-year Treasury yield hit a fresh 15-year high at 3.528% on Thursday, while the 10-year Treasury yield climbed to 3.266%, its highest level since late June.</p><h2>'Just Right'</h2><p>However, if job growth falls in a range of zero to 300,000 while the unemployment rate rises above 3.7%, the stock market may expect a modest rally given the drop in stocks over the past five days, according to Essaye.</p><p>U.S. stocks were mixed in late trade on Thursday. The Dow Jones Industrial Average was up 40 points, or 0.1%. The S&P 500 lost 0.1%, while the Nasdaq Composite was off 0.8%. All three major indexes have fallen for four straight sessions.</p><p>"We wouldn't expect an explosion higher in stocks because a 'Just Right' jobs report still wouldn't bring back the idea of an imminent Fed pivot," said Essaye. "(It) would not make the Fed get more hawkish and keep alive the hope that the Fed could cut rates in 2023."</p><h2>'Too Cold'</h2><p>In the worst case scenario with a negative jobs print for August and a spike in the unemployment rate, stocks may jump on a "bad is good" mindset though the Fed won't pivot away from its monetary tightening as "a soft number won't change the Fed's calculus for the next several meetings -- 'we're still getting 50-75 bps in September', so we would not be inclined to chase that rally," according to Essaye.</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>What Does Friday's Jobs Report Mean for the Market? \"Too Hot\" and Stocks Could Tumble, Says Market Pro</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\">\nWhat Does Friday's Jobs Report Mean for the Market? \"Too Hot\" and Stocks Could Tumble, Says Market Pro\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\">2022-09-02 07:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>August jobs report may once again carry risks for stocks, but in a 'less intense' way than last Friday's Powell speech, says Tom Essaye</p><p>With Federal Reserve Chair Powell last week reaffirming plans to keep raising interest rates to bring down inflation despite the risk of recession, Friday's monthly U.S. jobs report may once again carry risks for the stock market, said Tom Essaye, a former Merrill Lynch trader and the founder of the Sevens Report newsletter.</p><p>The Labor Department's monthly jobs report on Friday, which tracks employment across the public and private sectors, is expected to show the U.S. economy added 318,000 jobs in August, far fewer than the 528,000 jobs that were created in July, according to a survey of economists by The Wall Street Journal. The unemployment rate is seen steady at 3.5%, while the average hourly earnings are estimated to rise 0.4%, following a 0.5% rise in the previous month.</p><p>"The labor market needs to show signs that it's on the path to returning to a state of relative balance, where job openings are roughly the same as the number of people looking for jobs--and if it does not show that, then concerns about a more hawkish-for-longer Fed will rise, and that's not good for stocks," wrote Essaye in a note on Thursday.</p><h2>'Too Hot'</h2><p>According to Essaye, if the employment results come in "too hot" with nonfarm payrolls rising more than 350,000 for the month and the unemployment rate falling below 3.5%, stocks would drop sharply in what might be a "less-intense repeat" of last Friday, as markets price in higher interest rates for longer.</p><p>U.S. stocks tumbled last Friday, with the Dow Jones Industrial Average closing down more than 1,000 points for its worst daily percentage drop in three months, after Chair Powell said in his Jackson Hole address that the central bank will continue its battle to get the annual inflation rate back to its 2% target "until the job is done".</p><p>"Numbers this strong would underscore that the labor market remains out of balance, and that would keep the Fed focused on slowing demand via higher rates," said Essaye. "Practically, this would increase the chances the 'terminal' fed funds rate moves above 4% and hopes for a rate cut in 2023 would likely be dashed."</p><p>He expects the yield-curve spread between the 10-year and 2-year Treasurys to rise as the 2-year yield shoots higher on the prospect of higher rates, while the 10-year yield would also likely rise, but less so.</p><p>The 2-year Treasury yield hit a fresh 15-year high at 3.528% on Thursday, while the 10-year Treasury yield climbed to 3.266%, its highest level since late June.</p><h2>'Just Right'</h2><p>However, if job growth falls in a range of zero to 300,000 while the unemployment rate rises above 3.7%, the stock market may expect a modest rally given the drop in stocks over the past five days, according to Essaye.</p><p>U.S. stocks were mixed in late trade on Thursday. The Dow Jones Industrial Average was up 40 points, or 0.1%. The S&P 500 lost 0.1%, while the Nasdaq Composite was off 0.8%. All three major indexes have fallen for four straight sessions.</p><p>"We wouldn't expect an explosion higher in stocks because a 'Just Right' jobs report still wouldn't bring back the idea of an imminent Fed pivot," said Essaye. "(It) would not make the Fed get more hawkish and keep alive the hope that the Fed could cut rates in 2023."</p><h2>'Too Cold'</h2><p>In the worst case scenario with a negative jobs print for August and a spike in the unemployment rate, stocks may jump on a "bad is good" mindset though the Fed won't pivot away from its monetary tightening as "a soft number won't change the Fed's calculus for the next several meetings -- 'we're still getting 50-75 bps in September', so we would not be inclined to chase that rally," according to Essaye.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264210771","content_text":"August jobs report may once again carry risks for stocks, but in a 'less intense' way than last Friday's Powell speech, says Tom EssayeWith Federal Reserve Chair Powell last week reaffirming plans to keep raising interest rates to bring down inflation despite the risk of recession, Friday's monthly U.S. jobs report may once again carry risks for the stock market, said Tom Essaye, a former Merrill Lynch trader and the founder of the Sevens Report newsletter.The Labor Department's monthly jobs report on Friday, which tracks employment across the public and private sectors, is expected to show the U.S. economy added 318,000 jobs in August, far fewer than the 528,000 jobs that were created in July, according to a survey of economists by The Wall Street Journal. The unemployment rate is seen steady at 3.5%, while the average hourly earnings are estimated to rise 0.4%, following a 0.5% rise in the previous month.\"The labor market needs to show signs that it's on the path to returning to a state of relative balance, where job openings are roughly the same as the number of people looking for jobs--and if it does not show that, then concerns about a more hawkish-for-longer Fed will rise, and that's not good for stocks,\" wrote Essaye in a note on Thursday.'Too Hot'According to Essaye, if the employment results come in \"too hot\" with nonfarm payrolls rising more than 350,000 for the month and the unemployment rate falling below 3.5%, stocks would drop sharply in what might be a \"less-intense repeat\" of last Friday, as markets price in higher interest rates for longer.U.S. stocks tumbled last Friday, with the Dow Jones Industrial Average closing down more than 1,000 points for its worst daily percentage drop in three months, after Chair Powell said in his Jackson Hole address that the central bank will continue its battle to get the annual inflation rate back to its 2% target \"until the job is done\".\"Numbers this strong would underscore that the labor market remains out of balance, and that would keep the Fed focused on slowing demand via higher rates,\" said Essaye. \"Practically, this would increase the chances the 'terminal' fed funds rate moves above 4% and hopes for a rate cut in 2023 would likely be dashed.\"He expects the yield-curve spread between the 10-year and 2-year Treasurys to rise as the 2-year yield shoots higher on the prospect of higher rates, while the 10-year yield would also likely rise, but less so.The 2-year Treasury yield hit a fresh 15-year high at 3.528% on Thursday, while the 10-year Treasury yield climbed to 3.266%, its highest level since late June.'Just Right'However, if job growth falls in a range of zero to 300,000 while the unemployment rate rises above 3.7%, the stock market may expect a modest rally given the drop in stocks over the past five days, according to Essaye.U.S. stocks were mixed in late trade on Thursday. The Dow Jones Industrial Average was up 40 points, or 0.1%. The S&P 500 lost 0.1%, while the Nasdaq Composite was off 0.8%. All three major indexes have fallen for four straight sessions.\"We wouldn't expect an explosion higher in stocks because a 'Just Right' jobs report still wouldn't bring back the idea of an imminent Fed pivot,\" said Essaye. \"(It) would not make the Fed get more hawkish and keep alive the hope that the Fed could cut rates in 2023.\"'Too Cold'In the worst case scenario with a negative jobs print for August and a spike in the unemployment rate, stocks may jump on a \"bad is good\" mindset though the Fed won't pivot away from its monetary tightening as \"a soft number won't change the Fed's calculus for the next several meetings -- 'we're still getting 50-75 bps in September', so we would not be inclined to chase that rally,\" according to Essaye.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930461436,"gmtCreate":1661994123428,"gmtModify":1676536619944,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930461436","repostId":"1188697059","repostType":4,"repost":{"id":"1188697059","kind":"news","pubTimestamp":1661990595,"share":"https://ttm.financial/m/news/1188697059?lang=&edition=full_marsco","pubTime":"2022-09-01 08:03","market":"sg","language":"en","title":"Continued Consolidation Called For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1188697059","media":"rtt news","summary":"The Singapore stock market has moved lower in two of three trading days since the end of the two-day","content":"<html><head></head><body><p>The Singapore stock market has moved lower in two of three trading days since the end of the two-day winning streak in which it had picked up more than 15 points or 0.5 percent. The Straits Times Index now rests just above the 3,220-point plateau and it's likely to take further damage on Thursday.</p><p>The global forecast for the Asianmarketsis broadly negative on inflation and interest rate concerns. The European and U.S. markets were down on Wednesday and now the Asian markets are expected to open in similar fashion.</p><p>The STI finished modestly lower on Wednesday following losses from the trusts and properties, while the financials came in mixed.</p><p>For the day, the index sank 17.66 points or 0.55 percent to finish at 3,221.67 after trading between 3,212.18 and 3,233.61. Volume was 2.06 billion shares worth 1.89 billion Singapore dollars. There were 269 decliners and 251 gainers.</p><p>Among the actives, Ascendas REIT tanked 2.08 percent, while CapitaLand Investment declined 1.86 percent, City Developments shed 0.49 percent, DBS Group skidded 0.85 percent, Genting Singapore tumbled 1.90 percent, Hongkong Land sank 0.82 percent, Keppel Corp climbed 1.11 percent, Mapletree Pan Asia Commercial Trust weakened 1.08 percent, Mapletree Industrial Trust plunged 2.32 percent, Mapletree Logistics Trust plummeted 2.34 percent, Oversea-Chinese Banking Corporation eased 0.08 percent, SATS rose 0.25 percent, SembCorp Industries stumbled 1.17 percent, Singapore Exchange added 0.42 percent, Singapore Technologies Engineering retreated 1.58 percent, SingTel surrendered 1.87 percent, Thai Beverage advanced 0.78 percent, United Overseas Bank collected 0.04 percent, Wilmar International dropped 0.74 percent, Yangzijiang Financial slumped 1.32 percent and Yangzijiang Shipbuilding, CapitaLand Integrated Commercial Trust and Comfort DelGro were unchanged.</p><p>The lead from Wall Street is soft as the major averages shook off a positive open on Wednesday, hugging the line for much of the day before a late slide pushed them firmly into the red for the fourth straight session.</p><p>The Dow tumbled 280.44 points or 0.88 percent to finish at 31,510.43, while the NASDAQ slumped 66.93 points or 0.56 percent to close at 11,816.20 and the S&P 500 sank 31.16 points or 0.78 percent to end at 3,955.00.</p><p>The continued weakness on Wall Street reflected lingering concerns about higher interest rates following some hawkish comments from Federal Reserve officials.</p><p>Exacerbating those concerns, Eurozone inflation hit a new record in August and added further pressure on the European Central Bank to tighten policy more aggressively as soon as next week.</p><p>In economic news, payroll processor ADP said that private sector employment in the U.S. increased by much less than expected in August.</p><p>Crude oil prices saw further downside on Wednesday, extending recent losses on concerns about the outlook for the globaleconomyafter the Eurozone's record high inflation report. West Texas Intermediate for October delivery tumbled $2.09 or 2.3 percent to $89.55 a barrel.</p></body></html>","source":"lsy1637539882596","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>Continued Consolidation Called For Singapore Stock Market</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\">\nContinued Consolidation Called For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 08:03 GMT+8 <a href=https://www.rttnews.com/3308540/continued-consolidation-called-for-singapore-stock-market.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved lower in two of three trading days since the end of the two-day winning streak in which it had picked up more than 15 points or 0.5 percent. The Straits Times ...</p>\n\n<a href=\"https://www.rttnews.com/3308540/continued-consolidation-called-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.rttnews.com/3308540/continued-consolidation-called-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188697059","content_text":"The Singapore stock market has moved lower in two of three trading days since the end of the two-day winning streak in which it had picked up more than 15 points or 0.5 percent. The Straits Times Index now rests just above the 3,220-point plateau and it's likely to take further damage on Thursday.The global forecast for the Asianmarketsis broadly negative on inflation and interest rate concerns. The European and U.S. markets were down on Wednesday and now the Asian markets are expected to open in similar fashion.The STI finished modestly lower on Wednesday following losses from the trusts and properties, while the financials came in mixed.For the day, the index sank 17.66 points or 0.55 percent to finish at 3,221.67 after trading between 3,212.18 and 3,233.61. Volume was 2.06 billion shares worth 1.89 billion Singapore dollars. There were 269 decliners and 251 gainers.Among the actives, Ascendas REIT tanked 2.08 percent, while CapitaLand Investment declined 1.86 percent, City Developments shed 0.49 percent, DBS Group skidded 0.85 percent, Genting Singapore tumbled 1.90 percent, Hongkong Land sank 0.82 percent, Keppel Corp climbed 1.11 percent, Mapletree Pan Asia Commercial Trust weakened 1.08 percent, Mapletree Industrial Trust plunged 2.32 percent, Mapletree Logistics Trust plummeted 2.34 percent, Oversea-Chinese Banking Corporation eased 0.08 percent, SATS rose 0.25 percent, SembCorp Industries stumbled 1.17 percent, Singapore Exchange added 0.42 percent, Singapore Technologies Engineering retreated 1.58 percent, SingTel surrendered 1.87 percent, Thai Beverage advanced 0.78 percent, United Overseas Bank collected 0.04 percent, Wilmar International dropped 0.74 percent, Yangzijiang Financial slumped 1.32 percent and Yangzijiang Shipbuilding, CapitaLand Integrated Commercial Trust and Comfort DelGro were unchanged.The lead from Wall Street is soft as the major averages shook off a positive open on Wednesday, hugging the line for much of the day before a late slide pushed them firmly into the red for the fourth straight session.The Dow tumbled 280.44 points or 0.88 percent to finish at 31,510.43, while the NASDAQ slumped 66.93 points or 0.56 percent to close at 11,816.20 and the S&P 500 sank 31.16 points or 0.78 percent to end at 3,955.00.The continued weakness on Wall Street reflected lingering concerns about higher interest rates following some hawkish comments from Federal Reserve officials.Exacerbating those concerns, Eurozone inflation hit a new record in August and added further pressure on the European Central Bank to tighten policy more aggressively as soon as next week.In economic news, payroll processor ADP said that private sector employment in the U.S. increased by much less than expected in August.Crude oil prices saw further downside on Wednesday, extending recent losses on concerns about the outlook for the globaleconomyafter the Eurozone's record high inflation report. West Texas Intermediate for October delivery tumbled $2.09 or 2.3 percent to $89.55 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930192636,"gmtCreate":1661910387828,"gmtModify":1676536602175,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930192636","repostId":"1113965751","repostType":4,"repost":{"id":"1113965751","kind":"news","pubTimestamp":1661903685,"share":"https://ttm.financial/m/news/1113965751?lang=&edition=full_marsco","pubTime":"2022-08-31 07:54","market":"us","language":"en","title":"Fed Gets New Path to Go Big as Job Openings, Confidence Surprise","url":"https://stock-news.laohu8.com/highlight/detail?id=1113965751","media":"Bloomberg","summary":"Two indicators top forecasts, pointing to strength in demandStrong data complicates Fed’s job to tam","content":"<html><head></head><body><ul><li>Two indicators top forecasts, pointing to strength in demand</li><li>Strong data complicates Fed’s job to tamp down inflation</li></ul><p>US jobs openings and a consumer confidence gauge both topped forecasts, pointing to strength in household and labor demand that risks sustaining inflationary pressures and raises the prospects for a third straight 75 basis-point interest-rate hike by the Federal Reserve.</p><p>The Conference Board’s August index of sentiment rose to athree-month high, and the report also showed firmer buying plans for appliances and cars. Job vacancies, meanwhile, unexpectedly increased to11.2 millionin July, close to a record and underscoring persistent tightness in the labor market.</p><p>One job-market indicator scrutinized by Fed Chair Jerome Powell -- the number of jobs available per unemployed person in the country -- rose to about 2 in July.</p><p>Combined, the figures show rock-solid labor demand and resilient household demand even as US central bankers step harder on the monetary policy brakes. Without a commensurate slowdown in consumer spending and an easing of wage pressure, the Fed’s fight to bring inflation down from decades-high levels will be that much more difficult.</p><p>“The Fed’s efforts to temper demand for labor still have a long way to go,” Wells Fargo & Co. economists Sarah House and Michael Pugliese said in a note. “The ratio of job openings per unemployed worker rebounded back up to 2.0 in another sign that the stark imbalances between the supply and demand for workers have yet to ease, let alone resolve.”</p><p><img src=\"https://static.tigerbbs.com/9304bb5e71fbdfaa54762661a5c72e95\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Powell said in a speech Friday at the Kansas City Fed’s annual policy forum in Jackson Hole, Wyoming, that bringing price pressures down toward the Fed’s 2% target was the central bank’s “overarching focus right now.”</p><p>Fed officials lifted rates by 75 basis points at each of their last two meetings and Powell has said that another unusually large increase of this size could be on the table when they next meet Sept. 20-21. Policy makers have said the decision will be determined by economic data, including the monthly jobs report due Friday and another update on consumer prices that will be released in two weeks.</p><p>The surprise strength in Tuesday’s indicators suggests that labor demand isn’t likely to abate soon, in spite of the rising interest rates. The consumer confidence gauge showed that Americans are growing more optimistic about the economy amid falling gasoline prices -- even as the costs of other essential items including food continue to rise at a quick pace.</p><p>“That lends itself to the narrative that if consumers are more confident, they’ll keep on spending, and maybe that means inflationary pressures that will keep the Fed on their tightening path,” said Derek Holt, an economist at Scotiabank who expects the Fed to raise rates by 75 basis points in September.</p><p>Following hawkish comments from Powell and other policy makers in Jackson Hole, investors are leaning toward a 75-basis-point hike, according to prices of futures contracts linked to the US central bank’s benchmark rate.</p><p>On the job-market front, vacancies have exceeded 11 million for eight-straight months and the unemployment rate remains historically low.</p><p>Some of the largest increases in vacancies were in retail trade, and transportation, warehousing and utilities. Arts, entertainment and recreation also posted more openings from the prior month, and so did federal government and state and local government education.</p><blockquote>“Demand for labor shows no sign of cooling despite the Fed’s efforts to slow it down. Job openings failed to decline in July and the ratio of job openings per unemployed -- one of the Fed’s preferred measures of labor-market tightness -- remained near a record high. That suggests the central bank needs to keep on an aggressive rate-hike course, tipping the scale toward a 75-basis-point increase at the September FOMC meeting.”</blockquote><blockquote>-- Eliza Winger, economist</blockquote><p>Some measures did indicate a slight tempering of wage growth down the road. The share of Americans quitting their private-sector jobseased last monthto the lowest level since May 2021.</p><p>In the Conference Board report, the share of consumers who said jobs were “plentiful” decreased slightly to 48%. However, six months from now, more respondents expected business conditions to improve. They said they are slightly more positive about their short-term financial prospects.</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>Fed Gets New Path to Go Big as Job Openings, Confidence Surprise</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\">\nFed Gets New Path to Go Big as Job Openings, Confidence Surprise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 07:54 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-30/fed-gets-more-data-to-go-big-in-job-openings-confidence-reports><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two indicators top forecasts, pointing to strength in demandStrong data complicates Fed’s job to tamp down inflationUS jobs openings and a consumer confidence gauge both topped forecasts, pointing to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-30/fed-gets-more-data-to-go-big-in-job-openings-confidence-reports\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-08-30/fed-gets-more-data-to-go-big-in-job-openings-confidence-reports","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113965751","content_text":"Two indicators top forecasts, pointing to strength in demandStrong data complicates Fed’s job to tamp down inflationUS jobs openings and a consumer confidence gauge both topped forecasts, pointing to strength in household and labor demand that risks sustaining inflationary pressures and raises the prospects for a third straight 75 basis-point interest-rate hike by the Federal Reserve.The Conference Board’s August index of sentiment rose to athree-month high, and the report also showed firmer buying plans for appliances and cars. Job vacancies, meanwhile, unexpectedly increased to11.2 millionin July, close to a record and underscoring persistent tightness in the labor market.One job-market indicator scrutinized by Fed Chair Jerome Powell -- the number of jobs available per unemployed person in the country -- rose to about 2 in July.Combined, the figures show rock-solid labor demand and resilient household demand even as US central bankers step harder on the monetary policy brakes. Without a commensurate slowdown in consumer spending and an easing of wage pressure, the Fed’s fight to bring inflation down from decades-high levels will be that much more difficult.“The Fed’s efforts to temper demand for labor still have a long way to go,” Wells Fargo & Co. economists Sarah House and Michael Pugliese said in a note. “The ratio of job openings per unemployed worker rebounded back up to 2.0 in another sign that the stark imbalances between the supply and demand for workers have yet to ease, let alone resolve.”Powell said in a speech Friday at the Kansas City Fed’s annual policy forum in Jackson Hole, Wyoming, that bringing price pressures down toward the Fed’s 2% target was the central bank’s “overarching focus right now.”Fed officials lifted rates by 75 basis points at each of their last two meetings and Powell has said that another unusually large increase of this size could be on the table when they next meet Sept. 20-21. Policy makers have said the decision will be determined by economic data, including the monthly jobs report due Friday and another update on consumer prices that will be released in two weeks.The surprise strength in Tuesday’s indicators suggests that labor demand isn’t likely to abate soon, in spite of the rising interest rates. The consumer confidence gauge showed that Americans are growing more optimistic about the economy amid falling gasoline prices -- even as the costs of other essential items including food continue to rise at a quick pace.“That lends itself to the narrative that if consumers are more confident, they’ll keep on spending, and maybe that means inflationary pressures that will keep the Fed on their tightening path,” said Derek Holt, an economist at Scotiabank who expects the Fed to raise rates by 75 basis points in September.Following hawkish comments from Powell and other policy makers in Jackson Hole, investors are leaning toward a 75-basis-point hike, according to prices of futures contracts linked to the US central bank’s benchmark rate.On the job-market front, vacancies have exceeded 11 million for eight-straight months and the unemployment rate remains historically low.Some of the largest increases in vacancies were in retail trade, and transportation, warehousing and utilities. Arts, entertainment and recreation also posted more openings from the prior month, and so did federal government and state and local government education.“Demand for labor shows no sign of cooling despite the Fed’s efforts to slow it down. Job openings failed to decline in July and the ratio of job openings per unemployed -- one of the Fed’s preferred measures of labor-market tightness -- remained near a record high. That suggests the central bank needs to keep on an aggressive rate-hike course, tipping the scale toward a 75-basis-point increase at the September FOMC meeting.”-- Eliza Winger, economistSome measures did indicate a slight tempering of wage growth down the road. The share of Americans quitting their private-sector jobseased last monthto the lowest level since May 2021.In the Conference Board report, the share of consumers who said jobs were “plentiful” decreased slightly to 48%. However, six months from now, more respondents expected business conditions to improve. They said they are slightly more positive about their short-term financial prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997041451,"gmtCreate":1661730169675,"gmtModify":1676536566783,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997041451","repostId":"1164924578","repostType":4,"repost":{"id":"1164924578","kind":"news","pubTimestamp":1661727544,"share":"https://ttm.financial/m/news/1164924578?lang=&edition=full_marsco","pubTime":"2022-08-29 06:59","market":"us","language":"en","title":"Jobs in Focus after Hawkish Powell Speech: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1164924578","media":"Yahoo Finance","summary":"The latest monthly jobs report is this week’s main attraction as investors barrel into September.Aug","content":"<html><head></head><body><p>The latest monthly jobs report is this week’s main attraction as investors barrel into September.</p><p>August employment data from the Labor Department is set for release at 8:30 a.m. ET Friday morning, and is expected to show another strong month for the U.S. labor market. Economists expect nonfarm payrolls rose by 300,000 in August, according to data from Bloomberg.</p><p>The figure is likely to serve a key role in dictating the Federal Reserve’s next rate decision at its policy-setting meeting later this month. Investors will keep a close eye on jobs data after Fed Chair Jerome Powell asserted in ahawkish speech at the Jackson Hole symposium Fridayhe is willing to accept a softening labor market in exchange for mitigating inflation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354281bbcc2edd592cdebfe0f8a5a9a9\" tg-width=\"705\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell, chair of the Federal Reserve walks in Teton National Park where financial leaders from around the world gathered for the Jackson Hole Economic Symposium outside Jackson, Wyoming, U.S., August 26, 2022. REUTERS/Jim Urquhart</span></p><p>“If there is a conflict in the Fed’s two mandates as they work to slow inflation, Chair Powell ranks price stability head and shoulders above maximum employment,” Jeff Klingelhofer, co-head of investments at Thornburg Investment Management said in a note on Friday.</p><p>Powell’sremarks sent markets tumbling, with all three major averages settling at four-week lows on Friday.</p><p>The Nasdaq plunged 3.9%, and the S&P 500 shed 3.3%, with both indexes logging their biggest one-day drops since June 13. The Dow Jones Industrial Average erased 1,000 points, or roughly 3% on Friday.</p><p>“There will very likely be some softening of labor market conditions,” Powell said in his speech.</p><p>“While higher interest rates, slower growth and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,” Powell added. “These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.”</p><p>Up until Friday, some market participants had expected the U.S. central bank may pivot in its monetary tightening plans, but Powell and other officials have pushed back on the possibility of notching down rate hikes this year.</p><p>Inflation has shown signs of moderating, but continues to run sharply higher than the Federal Reserve’s target of 2%. Data from the Bureau of Economic Analysis on Friday showed consumer prices fell slightly last month, with headline PCE falling 0.1% between June and July, driven primarily by a 4.8% decline in energy prices. On a year-over-year basis, headline PCE rose 6.3% in July.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f62c6fb463c5b5689ca97018d6f8a7f6\" tg-width=\"705\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/><span>David Malpass, president of the World Bank Group, looks on next to a stuffed grizzly bear at Teton National Park, where financial leaders from around the world gathered for the Jackson Hole Economic Symposium, outside Jackson, Wyoming, U.S., August 26, 2022. REUTERS/Jim Urquhart</span></p><p>And core PCE, the Fed's preferred measure of inflation, rose 0.1% month-on-month in July and 4.6% from the prior year, marking the lowest annual increase since October 2021.</p><p>Still, Powell indicated another “unusually large” rate hike was possible in September after the central bank raised rates by 75 basis points inJuneandJuly.</p><p>"Restoring price stability will likely require maintaining a restrictive policy stance for some time," Powell said. "The historical record cautions strongly against prematurely loosening policy.”</p><p>Elsewhere in labor market data,ADP will resume its private payrolls reportwith new a methodology on Wednesday after a temporary pause in June and July. Economists surveyed by Bloomberg expect the release to show 300,000 private payrolls were added in August.</p><p>ADP's monthly private jobs report comes two days before the Labor Department releases its official jobs report. While the company’s print is an imperfect precursor to the government’s release, it offers a snapshot of job growth during the period.</p><p>The Job Openings and Labor Turnover Survey (JOLTS), Challenger Job Cuts, and initial weekly jobless claims are also on the docket of employment data set for release this week.</p><p>On the earnings front, the reporting season has largely wound down, but a few potentially market-moving results are still on tap. Traders will get figures from headliners including Best Buy (BBY), HP (HPQ), Big Lots (BIG), Chewy (CHWY), Lululemon Athletica (LULU), and Broadcom (AVGO).</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday:Dallas Fed Manufacturing Activity</b>, August (-12.7 expected, -22.6 during prior month)</p><p><b>Tuesday: FHFA House Pricing Index</b>, month-over-month, June (0.8% expected, 1.4% during prior month);<b>House Price Purchasing Index</b>, quarter-over-quarter, Q2 (4.6% during prior quarter);<b>S&P CoreLogic Case-Shiller 20-City Composite</b>, month-over-month, June (0.90% expected, 1.32% during prior month);<b>S&P CoreLogic Case-Shiller 20-City Composite</b>, year-over-year, June (19.20% expected, 20.50% during prior month);<b>S&P CoreLogic Case-Shiller U.S. National Home Price Index</b>, year-over-year, June (19.75% during prior month);<b>Conference Board Consumer Confidence</b>, August (97.7 expected, 95.7 during prior month);<b>JOLTS Job openings</b>, July (10.475 million expected, 10.698 million during prior month)</p><p><b>Wednesday: MBA Mortgage Applications</b>, week ended August 26 (-1.2% during prior week);<b>ADP Employment Change</b>, August (300,000 expected);<b>MNI Chicago PMI</b>, August (52.5 expected, 52.1 during prior month)</p><p><b>Thursday: Challenger Job Cuts</b>, year-over-year, August (36.3% during prior month);<b>Initial Jobless Claims</b>, week ended August 27 (249,000 expected, 243,000 during prior week);<b>Continuing Claims</b>, week ended August 20 (1.450 million expected, 1.415 million during prior week);<b>Nonfarm Productivity</b>, Q1 final (-7.5% expected, 7.5% during prior month);<b>S&P Global U.S. Composite PMI</b>, August final (51.3 expected, 51.3 during prior month);<b>Construction Spending</b>, month-over-month, July (-0.1% expected, -1.1% during prior month);<b>ISM Manufacturing</b>, August (52.0 expected, 52.8 during prior month);<b>ISM Prices Paid</b>, March (60.0 during prior month);<b>ISM New Orders</b>, August (48.0 during prior month);<b>ISM Employment</b>, August (49.9 during prior month);<b>WARDS Total Vehicle Sales</b>, August (13.50 million expected, 13.35 million prior month)</p><p><b>Friday: Nonfarm Payrolls</b>, August (300,000 expected, 528,000 during prior month);<b>Unemployment Rate</b>, August (3.5% expected, 3.5% during prior month);<b>Average Hourly Earnings</b>, month-over-month, August (0.4% expected, 0.5% during prior month);<b>Average Hourly Earnings</b>, year-over-year, August (5.2% expected, 5.2% prior month);<b>Average Weekly Hours All Employees</b>, August (34.6 expected, 34.6 during prior month);<b>Labor Force Participation Rate</b>, August (62.2% expected, 62.1% during prior month);<b>Underemployment Rate</b>, August (6.7% during prior month);<b>Factory Orders</b>, July (0.2% expected, 2.0% during prior month);<b>Durable Goods Orders</b>, July final (0.0% expected, 0.0% during prior month);<b>Durables excluding transportation</b>, July final (0.3% expected, 0.3% during prior month);<b>Non-defense capital goods orders excluding aircraft</b>, July final (0.4% during prior month);<b>Non-defense capital goods shipments excluding aircraft</b>, July final (0.7% during prior month)</p><p>—</p><h2>Earnings Calendar:</h2><p><b>Monday: Catalent</b>(CTLT),<b>SelectQuote</b>(SLQT)</p><p><b>Tuesday: Best</b> <b>Buy</b>(BBY),<b>HP</b>(HPQ),<b>Ambarella</b>(AMBA),<b>Baidu</b>(BIDU),<b>Big</b> <b>Lots</b>(BIG),<b>Chewy</b>(CHWY)<b>Conn's</b>(CONN),<b>CrowdStrike</b>(CRWD),<b>Hewlett Packard Enterprise</b>(HPE),<b>Photronics</b>(PLAB)</p><p><b>Wednesday:Anaplan</b>(PLAN),<b>Cooper</b>(COO),<b>DesignerBrands</b>(DBI),<b>Donaldson</b>(DCI),<b>FiveBelow</b>(FIVE),<b>MongoDB</b>(MDB),<b>Okta</b>(OKTA),<b>PureStorage</b>(PSTG),<b>Semtech</b>(SMTC),<b>VeevaSystems</b>(VEEV),<b>Vera Bradley</b>(VRA)</p><p><b>Thursday: LululemonAthletica</b>(LULU),<b>Broadcom</b>(AVGO),<b>CampbellSoup</b>(CPB),<b>Ciena</b>(CIEN),<b>Genesco</b>(GCO),<b>Hormel</b> <b>Foods</b>(HRL),<b>JOANN</b>(JOAN),<b>Ollie’s Bargain Outlet</b>(OLLI),<b>SecureWorks</b>(SCWX),<b>Signet Jewelers</b>(SIG),<b>Sportsman's Warehouse</b>(SPWH),<b>Toro</b>(TTC),<b>Weibo</b>(WB)</p><p><b>Friday:</b><i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Economists expect nonfarm payrolls rose by 300,000 in August, according to data from Bloomberg.The figure is likely to serve a key role in dictating the Federal Reserve’s next rate decision at its policy-setting meeting later this month. Investors will keep a close eye on jobs data after Fed Chair Jerome Powell asserted in ahawkish speech at the Jackson Hole symposium Fridayhe is willing to accept a softening labor market in exchange for mitigating inflation.Jerome Powell, chair of the Federal Reserve walks in Teton National Park where financial leaders from around the world gathered for the Jackson Hole Economic Symposium outside Jackson, Wyoming, U.S., August 26, 2022. REUTERS/Jim Urquhart“If there is a conflict in the Fed’s two mandates as they work to slow inflation, Chair Powell ranks price stability head and shoulders above maximum employment,” Jeff Klingelhofer, co-head of investments at Thornburg Investment Management said in a note on Friday.Powell’sremarks sent markets tumbling, with all three major averages settling at four-week lows on Friday.The Nasdaq plunged 3.9%, and the S&P 500 shed 3.3%, with both indexes logging their biggest one-day drops since June 13. The Dow Jones Industrial Average erased 1,000 points, or roughly 3% on Friday.“There will very likely be some softening of labor market conditions,” Powell said in his speech.“While higher interest rates, slower growth and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses,” Powell added. “These are the unfortunate costs of reducing inflation. But a failure to restore price stability would mean far greater pain.”Up until Friday, some market participants had expected the U.S. central bank may pivot in its monetary tightening plans, but Powell and other officials have pushed back on the possibility of notching down rate hikes this year.Inflation has shown signs of moderating, but continues to run sharply higher than the Federal Reserve’s target of 2%. Data from the Bureau of Economic Analysis on Friday showed consumer prices fell slightly last month, with headline PCE falling 0.1% between June and July, driven primarily by a 4.8% decline in energy prices. On a year-over-year basis, headline PCE rose 6.3% in July.David Malpass, president of the World Bank Group, looks on next to a stuffed grizzly bear at Teton National Park, where financial leaders from around the world gathered for the Jackson Hole Economic Symposium, outside Jackson, Wyoming, U.S., August 26, 2022. REUTERS/Jim UrquhartAnd core PCE, the Fed's preferred measure of inflation, rose 0.1% month-on-month in July and 4.6% from the prior year, marking the lowest annual increase since October 2021.Still, Powell indicated another “unusually large” rate hike was possible in September after the central bank raised rates by 75 basis points inJuneandJuly.\"Restoring price stability will likely require maintaining a restrictive policy stance for some time,\" Powell said. \"The historical record cautions strongly against prematurely loosening policy.”Elsewhere in labor market data,ADP will resume its private payrolls reportwith new a methodology on Wednesday after a temporary pause in June and July. Economists surveyed by Bloomberg expect the release to show 300,000 private payrolls were added in August.ADP's monthly private jobs report comes two days before the Labor Department releases its official jobs report. While the company’s print is an imperfect precursor to the government’s release, it offers a snapshot of job growth during the period.The Job Openings and Labor Turnover Survey (JOLTS), Challenger Job Cuts, and initial weekly jobless claims are also on the docket of employment data set for release this week.On the earnings front, the reporting season has largely wound down, but a few potentially market-moving results are still on tap. Traders will get figures from headliners including Best Buy (BBY), HP (HPQ), Big Lots (BIG), Chewy (CHWY), Lululemon Athletica (LULU), and Broadcom (AVGO).—Economic CalendarMonday:Dallas Fed Manufacturing Activity, August (-12.7 expected, -22.6 during prior month)Tuesday: FHFA House Pricing Index, month-over-month, June (0.8% expected, 1.4% during prior month);House Price Purchasing Index, quarter-over-quarter, Q2 (4.6% during prior quarter);S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, June (0.90% expected, 1.32% during prior month);S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, June (19.20% expected, 20.50% during prior month);S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, June (19.75% during prior month);Conference Board Consumer Confidence, August (97.7 expected, 95.7 during prior month);JOLTS Job openings, July (10.475 million expected, 10.698 million during prior month)Wednesday: MBA Mortgage Applications, week ended August 26 (-1.2% during prior week);ADP Employment Change, August (300,000 expected);MNI Chicago PMI, August (52.5 expected, 52.1 during prior month)Thursday: Challenger Job Cuts, year-over-year, August (36.3% during prior month);Initial Jobless Claims, week ended August 27 (249,000 expected, 243,000 during prior week);Continuing Claims, week ended August 20 (1.450 million expected, 1.415 million during prior week);Nonfarm Productivity, Q1 final (-7.5% expected, 7.5% during prior month);S&P Global U.S. Composite PMI, August final (51.3 expected, 51.3 during prior month);Construction Spending, month-over-month, July (-0.1% expected, -1.1% during prior month);ISM Manufacturing, August (52.0 expected, 52.8 during prior month);ISM Prices Paid, March (60.0 during prior month);ISM New Orders, August (48.0 during prior month);ISM Employment, August (49.9 during prior month);WARDS Total Vehicle Sales, August (13.50 million expected, 13.35 million prior month)Friday: Nonfarm Payrolls, August (300,000 expected, 528,000 during prior month);Unemployment Rate, August (3.5% expected, 3.5% during prior month);Average Hourly Earnings, month-over-month, August (0.4% expected, 0.5% during prior month);Average Hourly Earnings, year-over-year, August (5.2% expected, 5.2% prior month);Average Weekly Hours All Employees, August (34.6 expected, 34.6 during prior month);Labor Force Participation Rate, August (62.2% expected, 62.1% during prior month);Underemployment Rate, August (6.7% during prior month);Factory Orders, July (0.2% expected, 2.0% during prior month);Durable Goods Orders, July final (0.0% expected, 0.0% during prior month);Durables excluding transportation, July final (0.3% expected, 0.3% during prior month);Non-defense capital goods orders excluding aircraft, July final (0.4% during prior month);Non-defense capital goods shipments excluding aircraft, July final (0.7% during prior month)—Earnings Calendar:Monday: Catalent(CTLT),SelectQuote(SLQT)Tuesday: Best Buy(BBY),HP(HPQ),Ambarella(AMBA),Baidu(BIDU),Big Lots(BIG),Chewy(CHWY)Conn's(CONN),CrowdStrike(CRWD),Hewlett Packard Enterprise(HPE),Photronics(PLAB)Wednesday:Anaplan(PLAN),Cooper(COO),DesignerBrands(DBI),Donaldson(DCI),FiveBelow(FIVE),MongoDB(MDB),Okta(OKTA),PureStorage(PSTG),Semtech(SMTC),VeevaSystems(VEEV),Vera Bradley(VRA)Thursday: LululemonAthletica(LULU),Broadcom(AVGO),CampbellSoup(CPB),Ciena(CIEN),Genesco(GCO),Hormel Foods(HRL),JOANN(JOAN),Ollie’s Bargain Outlet(OLLI),SecureWorks(SCWX),Signet Jewelers(SIG),Sportsman's Warehouse(SPWH),Toro(TTC),Weibo(WB)Friday:No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994496229,"gmtCreate":1661665815164,"gmtModify":1676536558516,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9994496229","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=full_marsco","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!</p><p><b>Nvidia's FQ2'23 earnings card was as expected</b></p><p>Nvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2'23 Results</p><p>Nvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.</p><p>Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.</p><p>Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!</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>Nvidia: Guidance Is A Game-Changer</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\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8 <a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994142901,"gmtCreate":1661582419905,"gmtModify":1676536546544,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994142901","repostId":"2262063129","repostType":4,"repost":{"id":"2262063129","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661548134,"share":"https://ttm.financial/m/news/2262063129?lang=&edition=full_marsco","pubTime":"2022-08-27 05:08","market":"us","language":"en","title":"US STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech","url":"https://stock-news.laohu8.com/highlight/detail?id=2262063129","media":"Reuters","summary":"(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserv","content":"<html><head></head><body><p>(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell's signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.</p><p>The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell's scheduled speech to the Jackson Hole central banking conference in Wyoming.</p><p>The U.S. economy will need tight monetary policy "for some time" before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and "some pain" for households and businesses, he added.</p><p>Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.</p><p>However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.</p><p>"The pushback is coming from the idea that it's not about the pace of hikes going forward and how they tighten financial conditions, it's about the duration of remaining at that restrictive policy stance," said Garrett Melson, portfolio strategist at Natixis Investment Managers.</p><p>"That's the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you've listened to other Fed speakers in the last couple of weeks, it's the same message."</p><p>With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.</p><p>All the 11 major S&P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.</p><p>The S&P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.</p><p>High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, and <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc</a> also dipped between 4.1% and 7.7%.</p><p>U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.</p><p>But they have recovered strongly since June, with the S&P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.</p><p>However, Friday's falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.</p><p>For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&P 500 fell 4%.</p><p>Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.</p><p>Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.</p><p>Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.</p><p>Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.</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>US STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech</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\">\nUS STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-27 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell's signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.</p><p>The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell's scheduled speech to the Jackson Hole central banking conference in Wyoming.</p><p>The U.S. economy will need tight monetary policy "for some time" before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and "some pain" for households and businesses, he added.</p><p>Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.</p><p>However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.</p><p>"The pushback is coming from the idea that it's not about the pace of hikes going forward and how they tighten financial conditions, it's about the duration of remaining at that restrictive policy stance," said Garrett Melson, portfolio strategist at Natixis Investment Managers.</p><p>"That's the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you've listened to other Fed speakers in the last couple of weeks, it's the same message."</p><p>With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.</p><p>All the 11 major S&P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.</p><p>The S&P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.</p><p>High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, and <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc</a> also dipped between 4.1% and 7.7%.</p><p>U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.</p><p>But they have recovered strongly since June, with the S&P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.</p><p>However, Friday's falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.</p><p>For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&P 500 fell 4%.</p><p>Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.</p><p>Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.</p><p>Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.</p><p>Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262063129","content_text":"(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell's signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell's scheduled speech to the Jackson Hole central banking conference in Wyoming.The U.S. economy will need tight monetary policy \"for some time\" before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and \"some pain\" for households and businesses, he added.Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.\"The pushback is coming from the idea that it's not about the pace of hikes going forward and how they tighten financial conditions, it's about the duration of remaining at that restrictive policy stance,\" said Garrett Melson, portfolio strategist at Natixis Investment Managers.\"That's the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you've listened to other Fed speakers in the last couple of weeks, it's the same message.\"With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.All the 11 major S&P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.The S&P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, Meta Platforms Inc, and Block Inc also dipped between 4.1% and 7.7%.U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.But they have recovered strongly since June, with the S&P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.However, Friday's falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&P 500 fell 4%.Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995241386,"gmtCreate":1661475743767,"gmtModify":1676536526288,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"M","listText":"M","text":"M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9995241386","repostId":"2262967539","repostType":4,"repost":{"id":"2262967539","kind":"highlight","pubTimestamp":1661469029,"share":"https://ttm.financial/m/news/2262967539?lang=&edition=full_marsco","pubTime":"2022-08-26 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2262967539","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve's Jackson Hole conference for clues about the central bank's policy outlook.</p><p>Fed Chair Jerome Powell is due to give a speech on Friday that investors will dissect for indications of how aggressively the Fed may move to raise interest rates as it battles decades-high inflation.</p><p>"We're in a period of time between the end of the second-quarter earnings season and meaningful additional data from the Federal Reserve. Markets are churning a bit with a reasonably low level of volatility," said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>The yield on the closely watched 10-year Treasury note faded after recently hitting a two-month high. Declining interest rates tend to benefit technology stocks trading at high valuations.</p><p>"Lower interest rates have certainly put some support underneath some of the more growth-oriented sectors," Northey said.</p><p>Nvidia jumped 4% after the graphics chipmaker gave a weaker-than-expected quarterly forecast that many investors viewed as signaling the worst of a sales downturn may be over. That drove a rally in the Philadelphia semiconductor index.</p><p>Apple and Microsoft rose more than 1%, while Amazon and Google-owner Alphabet added more than 2%, with all four companies making substantial contributions to the Nasdaq's increase.</p><p>All 11 S&P 500 sector indexes rose, led by materials, up 2.26%, followed by a 2.06% gain in communication services.</p><p>Data earlier in the day showed the U.S. economy contracted less than initially thought in the second quarter, dispelling some fears that a recession was underway.</p><p>Traders see a slightly greater likelihood of a third 75-basis-point interest hike from the Fed at its policy meeting next month, compared with a 50-basis-point increase.</p><p>Fed officials on Thursday were noncommittal about the size of the interest rate increase they plan to approve at their Sept. 20-21 meeting, but they continued hammering the point that rates will rise and stay high until such high rates of inflation have been squeezed from the economy.</p><p>Electric-vehicle maker Tesla Inc slid 0.35% after a 3-for-1 stock split came into effect.</p><p>The S&P 500 climbed 1.41% to end the session at 4,199.12 points.</p><p>The Nasdaq gained 1.67% to 12,639.27 points, while the Dow Jones Industrial Average rose 0.98% to 33,291.78 points.</p><p>Following Thursday's rally, the S&P 500 remains down about 12% in 2022, while the Nasdaq is down about 19%.</p><p>$Citigroup Inc(C-N)$ climbed 2.1% after saying it plans to close its consumer and commercial banking businesses in Russia starting this quarter.</p><p>Salesforce Inc fell 3.4% after it cut its annual forecasts over "measured" spending from clients and a hit from a stronger dollar.</p><p>Additional chipmakers rallying on Thursday included Advanced Micro Devices, up 4.8%, and Broadcom, which gained 3.6%.</p><p>Advancing issues outnumbered falling ones within the S&P 500 by a 13.4-to-one ratio.</p><p>The S&P 500 posted 4 new highs and 29 new lows; the Nasdaq recorded 54 new highs and 70 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.</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>US STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon</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\">\nUS STOCKS-Wall Street Ends Sharply up, Fueled By Nvidia and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 07:10 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve's Jackson Hole conference for clues about the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202026982.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262967539","content_text":"Wall Street ended sharply higher on Thursday, lifted by gains in Nvidia and other technology-related stocks as investors focused on the Federal Reserve's Jackson Hole conference for clues about the central bank's policy outlook.Fed Chair Jerome Powell is due to give a speech on Friday that investors will dissect for indications of how aggressively the Fed may move to raise interest rates as it battles decades-high inflation.\"We're in a period of time between the end of the second-quarter earnings season and meaningful additional data from the Federal Reserve. Markets are churning a bit with a reasonably low level of volatility,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.The yield on the closely watched 10-year Treasury note faded after recently hitting a two-month high. Declining interest rates tend to benefit technology stocks trading at high valuations.\"Lower interest rates have certainly put some support underneath some of the more growth-oriented sectors,\" Northey said.Nvidia jumped 4% after the graphics chipmaker gave a weaker-than-expected quarterly forecast that many investors viewed as signaling the worst of a sales downturn may be over. That drove a rally in the Philadelphia semiconductor index.Apple and Microsoft rose more than 1%, while Amazon and Google-owner Alphabet added more than 2%, with all four companies making substantial contributions to the Nasdaq's increase.All 11 S&P 500 sector indexes rose, led by materials, up 2.26%, followed by a 2.06% gain in communication services.Data earlier in the day showed the U.S. economy contracted less than initially thought in the second quarter, dispelling some fears that a recession was underway.Traders see a slightly greater likelihood of a third 75-basis-point interest hike from the Fed at its policy meeting next month, compared with a 50-basis-point increase.Fed officials on Thursday were noncommittal about the size of the interest rate increase they plan to approve at their Sept. 20-21 meeting, but they continued hammering the point that rates will rise and stay high until such high rates of inflation have been squeezed from the economy.Electric-vehicle maker Tesla Inc slid 0.35% after a 3-for-1 stock split came into effect.The S&P 500 climbed 1.41% to end the session at 4,199.12 points.The Nasdaq gained 1.67% to 12,639.27 points, while the Dow Jones Industrial Average rose 0.98% to 33,291.78 points.Following Thursday's rally, the S&P 500 remains down about 12% in 2022, while the Nasdaq is down about 19%.$Citigroup Inc(C-N)$ climbed 2.1% after saying it plans to close its consumer and commercial banking businesses in Russia starting this quarter.Salesforce Inc fell 3.4% after it cut its annual forecasts over \"measured\" spending from clients and a hit from a stronger dollar.Additional chipmakers rallying on Thursday included Advanced Micro Devices, up 4.8%, and Broadcom, which gained 3.6%.Advancing issues outnumbered falling ones within the S&P 500 by a 13.4-to-one ratio.The S&P 500 posted 4 new highs and 29 new lows; the Nasdaq recorded 54 new highs and 70 new lows.Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995303801,"gmtCreate":1661401628004,"gmtModify":1676536512598,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9995303801","repostId":"2261263806","repostType":4,"repost":{"id":"2261263806","kind":"highlight","pubTimestamp":1661396944,"share":"https://ttm.financial/m/news/2261263806?lang=&edition=full_marsco","pubTime":"2022-08-25 11:09","market":"us","language":"en","title":"AMC Stock Has a New 800-Pound Gorilla in the Room","url":"https://stock-news.laohu8.com/highlight/detail?id=2261263806","media":"Motley Fool","summary":"The multiplex operator completed distribution of new preferred equity units as a dividend this week.","content":"<html><head></head><body><p>Meme stock investors have a new 800-pound gorilla in the room. Units of <b>AMC Preferred Equity</b> began trading on Monday, essentially a stock dividend on behalf of the country's leading multiplex operator.</p><p>There's been no shortage of confusion in reporting the move by <b>AMC Entertainment Holdings</b>, as many media outlets initially reported that AMC shares were plummeting on Monday morning. It took time before those headlines were corrected to report what was a somewhat unconventional stock split. The new math -- adding the share price of both stocks -- still showed an overall decline on Monday, but it certainly wasn't the free fall that was first reported.</p><h2>Planet of the APEs</h2><p>Every stockholder of AMC Entertainment should have received a share of the new preferred equity units for every share of AMC Entertainment they already owned. AMC Preferred Equity (the name behind the clever APE acronym) has the same economic and voting rights as the popular common shares.</p><p>There were hiccups and trading halts on Monday, and the only real shocker was the wide disparity in price for what was initially billed as a 2-for-1 stock dividend. AMC Entertainment had closed at $18.20 on Friday heading into this week. The preferred units opened at $6.95, spending most of its first two trading days in the high single digits. The original common stock stayed largely in the low double digits.</p><p>The math roughly adds up comparing the combined close over the past three trading days, showing a notable drop during a down day for the market on Monday, followed by a slight recovery on Tuesday as the gap narrowed between the two classes.</p><ul><li>8/19/22-AMC $18.20</li><li>8/22/22-AMC $10.46 + APE $6 = $16.46</li><li>8/23/22-AMC $9.56 + APE $7.02 = $16.58</li></ul><p>Why would a stock with a relatively low share price -- and already more than 500 million shares outstanding -- spin off a new class of stock as a dividend? There are two good reasons for this, depending on where you stand.</p><p>For AMC itself, it's a new way to raise money. Shareholders have been sensitive about dilution after AMC's share count increased nearly fivefold during the pandemic, even taking a stand against executive compensation this summer. The 516.8 million shares of AMC Preferred Equity that were distributed this week match the share count of the common, but the board has authorized that as many as 1 billion units can be issued. It will give AMC a new way to raise capital.</p><p>For retail investors, the advantage of the new preferred units is that the move should have smoked out any synthetic or fake shares out in the wild. There's no shortage of conspiracy theories among the meme-stock fan base suggesting that AMC is being manipulated by dark pools and illegal short positions. Despite CEO Adam Aron tweeting on a couple of occasions that the company has seen no evidence of the synthetic shares, this week's distribution was seen as a roll call.</p><p>Where does did leave us now? The gap is still wide between the two flavors of AMC. Jim Chanos of Kynikos Associates was on CNBC on Tuesday, arguing that shorting AMC and going long with an equal amount of AMC Preferred Equity units was a sensible trade given the 30% discount at the time. We'll also see analysts adjust their price targets on AMC, not because of a change in fundamentals but to account for the new normal. When the bearish Michael Pachter at Wedbush slashed his price target on AMC from $4 to $2 on Monday, he wasn't being more negative on the common stock. He was just adjusting for the stock split.</p><p>The two classes of stock don't need to converge. They might have the same economic value and voting rights, but investors of the lower-priced preferred units can't just swap them out for the common. The board would have to authorize a vote to increase the authorized share count for the common stock. There could very well be a larger voting base in the AMC Preferred Equity camp as the multiplex operator leans on the wider flexibility to raise capital that way, but a vote can't happen until the board makes it official.</p><p>In short, AMC Entertainment on its own was already the most entertaining of movie theater stocks. It will be even more interesting now that APE has been uncaged.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock Has a New 800-Pound Gorilla in the Room</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\">\nAMC Stock Has a New 800-Pound Gorilla in the Room\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 11:09 GMT+8 <a href=https://www.fool.com/investing/2022/08/24/amc-stock-investors-dont-need-to-fear-analyst-pric/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stock investors have a new 800-pound gorilla in the room. Units of AMC Preferred Equity began trading on Monday, essentially a stock dividend on behalf of the country's leading multiplex operator...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/24/amc-stock-investors-dont-need-to-fear-analyst-pric/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/08/24/amc-stock-investors-dont-need-to-fear-analyst-pric/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261263806","content_text":"Meme stock investors have a new 800-pound gorilla in the room. Units of AMC Preferred Equity began trading on Monday, essentially a stock dividend on behalf of the country's leading multiplex operator.There's been no shortage of confusion in reporting the move by AMC Entertainment Holdings, as many media outlets initially reported that AMC shares were plummeting on Monday morning. It took time before those headlines were corrected to report what was a somewhat unconventional stock split. The new math -- adding the share price of both stocks -- still showed an overall decline on Monday, but it certainly wasn't the free fall that was first reported.Planet of the APEsEvery stockholder of AMC Entertainment should have received a share of the new preferred equity units for every share of AMC Entertainment they already owned. AMC Preferred Equity (the name behind the clever APE acronym) has the same economic and voting rights as the popular common shares.There were hiccups and trading halts on Monday, and the only real shocker was the wide disparity in price for what was initially billed as a 2-for-1 stock dividend. AMC Entertainment had closed at $18.20 on Friday heading into this week. The preferred units opened at $6.95, spending most of its first two trading days in the high single digits. The original common stock stayed largely in the low double digits.The math roughly adds up comparing the combined close over the past three trading days, showing a notable drop during a down day for the market on Monday, followed by a slight recovery on Tuesday as the gap narrowed between the two classes.8/19/22-AMC $18.208/22/22-AMC $10.46 + APE $6 = $16.468/23/22-AMC $9.56 + APE $7.02 = $16.58Why would a stock with a relatively low share price -- and already more than 500 million shares outstanding -- spin off a new class of stock as a dividend? There are two good reasons for this, depending on where you stand.For AMC itself, it's a new way to raise money. Shareholders have been sensitive about dilution after AMC's share count increased nearly fivefold during the pandemic, even taking a stand against executive compensation this summer. The 516.8 million shares of AMC Preferred Equity that were distributed this week match the share count of the common, but the board has authorized that as many as 1 billion units can be issued. It will give AMC a new way to raise capital.For retail investors, the advantage of the new preferred units is that the move should have smoked out any synthetic or fake shares out in the wild. There's no shortage of conspiracy theories among the meme-stock fan base suggesting that AMC is being manipulated by dark pools and illegal short positions. Despite CEO Adam Aron tweeting on a couple of occasions that the company has seen no evidence of the synthetic shares, this week's distribution was seen as a roll call.Where does did leave us now? The gap is still wide between the two flavors of AMC. Jim Chanos of Kynikos Associates was on CNBC on Tuesday, arguing that shorting AMC and going long with an equal amount of AMC Preferred Equity units was a sensible trade given the 30% discount at the time. We'll also see analysts adjust their price targets on AMC, not because of a change in fundamentals but to account for the new normal. When the bearish Michael Pachter at Wedbush slashed his price target on AMC from $4 to $2 on Monday, he wasn't being more negative on the common stock. He was just adjusting for the stock split.The two classes of stock don't need to converge. They might have the same economic value and voting rights, but investors of the lower-priced preferred units can't just swap them out for the common. The board would have to authorize a vote to increase the authorized share count for the common stock. There could very well be a larger voting base in the AMC Preferred Equity camp as the multiplex operator leans on the wider flexibility to raise capital that way, but a vote can't happen until the board makes it official.In short, AMC Entertainment on its own was already the most entertaining of movie theater stocks. It will be even more interesting now that APE has been uncaged.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996410885,"gmtCreate":1661210391349,"gmtModify":1676536472668,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996410885","repostId":"2261958518","repostType":4,"repost":{"id":"2261958518","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661182375,"share":"https://ttm.financial/m/news/2261958518?lang=&edition=full_marsco","pubTime":"2022-08-22 23:32","market":"us","language":"en","title":"Forecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility","url":"https://stock-news.laohu8.com/highlight/detail?id=2261958518","media":"Reuters","summary":"For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserv","content":"<html><head></head><body><p>For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell's remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.</p><p>He'd be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.</p><p>"It's very hard to say with any confidence in normal times ... what the economy's going to be doing in six or 12 months," Powell said on July 27 after the end of the Fed's last policy meeting. "These are not normal times."</p><p>Powell is scheduled to speak Friday morning at the Kansas City Fed's annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession's A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.</p><p>The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.</p><p>With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed's singular commitment to winning it.</p><p>"What we should hear and are likely to hear next week is push-back" to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would "blink" at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.</p><p>Rather, she said Powell was likely to emphasize that "growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth."</p><p><b>INFLATION'S BROAD ROOTS</b></p><p>The groundwork has been laid in comments recently from the Fed's cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like "raise and hold" to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.</p><p>It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.</p><p>The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia's Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call "revenge spending" by U.S. consumers to make up for lost time since the onset of the virus in early 2020.</p><p>"We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart," Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. "Historical correlations ... have broken down" among simultaneous "shocks" pulling demand, supply and the economy overall in conflicting directions.</p><p>Getting a read on what's next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.</p><p>For workers, businesses and investors, that leaves a slim foundation for planning.</p><p><b>RECESSION 'COULD HAPPEN'</b></p><p>Powell's remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world's most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.</p><p>The Fed's main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.</p><p>The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.</p><p>Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.</p><p>The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.</p><p>If not, and inflation numbers don't confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.</p><p>That's an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn't the Fed will need to tighten policy further.</p><p>"There's a path to getting inflation under control, but a recession ... could happen in the process," Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. "We are out of balance today."</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>Forecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility</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\">\nForecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-22 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell's remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.</p><p>He'd be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.</p><p>"It's very hard to say with any confidence in normal times ... what the economy's going to be doing in six or 12 months," Powell said on July 27 after the end of the Fed's last policy meeting. "These are not normal times."</p><p>Powell is scheduled to speak Friday morning at the Kansas City Fed's annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession's A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.</p><p>The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.</p><p>With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed's singular commitment to winning it.</p><p>"What we should hear and are likely to hear next week is push-back" to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would "blink" at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.</p><p>Rather, she said Powell was likely to emphasize that "growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth."</p><p><b>INFLATION'S BROAD ROOTS</b></p><p>The groundwork has been laid in comments recently from the Fed's cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like "raise and hold" to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.</p><p>It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.</p><p>The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia's Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call "revenge spending" by U.S. consumers to make up for lost time since the onset of the virus in early 2020.</p><p>"We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart," Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. "Historical correlations ... have broken down" among simultaneous "shocks" pulling demand, supply and the economy overall in conflicting directions.</p><p>Getting a read on what's next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.</p><p>For workers, businesses and investors, that leaves a slim foundation for planning.</p><p><b>RECESSION 'COULD HAPPEN'</b></p><p>Powell's remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world's most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.</p><p>The Fed's main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.</p><p>The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.</p><p>Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.</p><p>The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.</p><p>If not, and inflation numbers don't confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.</p><p>That's an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn't the Fed will need to tighten policy further.</p><p>"There's a path to getting inflation under control, but a recession ... could happen in the process," Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. "We are out of balance today."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261958518","content_text":"For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell's remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.He'd be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.\"It's very hard to say with any confidence in normal times ... what the economy's going to be doing in six or 12 months,\" Powell said on July 27 after the end of the Fed's last policy meeting. \"These are not normal times.\"Powell is scheduled to speak Friday morning at the Kansas City Fed's annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession's A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed's singular commitment to winning it.\"What we should hear and are likely to hear next week is push-back\" to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would \"blink\" at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.Rather, she said Powell was likely to emphasize that \"growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth.\"INFLATION'S BROAD ROOTSThe groundwork has been laid in comments recently from the Fed's cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like \"raise and hold\" to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia's Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call \"revenge spending\" by U.S. consumers to make up for lost time since the onset of the virus in early 2020.\"We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart,\" Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. \"Historical correlations ... have broken down\" among simultaneous \"shocks\" pulling demand, supply and the economy overall in conflicting directions.Getting a read on what's next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.For workers, businesses and investors, that leaves a slim foundation for planning.RECESSION 'COULD HAPPEN'Powell's remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world's most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.The Fed's main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.If not, and inflation numbers don't confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.That's an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn't the Fed will need to tighten policy further.\"There's a path to getting inflation under control, but a recession ... could happen in the process,\" Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. \"We are out of balance today.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996187500,"gmtCreate":1661132863301,"gmtModify":1676536458661,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9996187500","repostId":"1145254202","repostType":4,"repost":{"id":"1145254202","kind":"news","pubTimestamp":1661130354,"share":"https://ttm.financial/m/news/1145254202?lang=&edition=full_marsco","pubTime":"2022-08-22 09:05","market":"us","language":"en","title":"Jackson Hole, Inflation, Dollar Stores: What to Know This Week in Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1145254202","media":"Yahoo Finance","summary":"The attention of the financial world will turn to Grand Teton National Park in the week ahead.The Ka","content":"<html><head></head><body><p>The attention of the financial world will turn to Grand Teton National Park in the week ahead.</p><p>The Kansas City Federal Reserve will host its annual economic symposium in Jackson Hole this week, with Friday morning's speech from Fed Chair Jerome Powell expected to highlight the proceedings as investors search for clues on the central bank's next move.</p><p>This year's symposium marks the first in-person Jackson Hole conference since 2019.</p><p>A close-reading of Powell's comments on Friday will boil down to whether investors see the Fed chair signaling another 0.75% interest rate hike from the Fed at its next policy announcement on September 21, or whether the Fed will ease its pace of rate hikes and increase benchmark rates by 0.50%.</p><p>In a note to clients Friday, Andrew Hunter, senior U.S. economist at Capital Economics, wrote that recent economic events are likely to set the table for a 0.50% rate hike in September.</p><p>July inflation data showed a modest softening in inflation pressures, arguing for easing the pace of hikes. The July jobs report dispelled concerns from some Fed officials that the labor market is softening, perhaps making the case for continued aggression on raising rates.</p><p>"To the extent that those developments cancel each other out, we still expect the Fed to hike rates by 50 [basis points] next month," Hunter wrote. "There doesn’t appear to be much need for Chair Jerome Powell to adjust expectations when he speaks at Jackson Hole next Friday."</p><p>Powell's speech will be released at 10:00 a.m. ET on Friday, and for the first time the Fed chair's speech — seen as the most important central bank communication of the year — will stream live. Yahoo Finance'sBrian Cheung will be on the ground in Wyoming to bring readers and viewers full coverage of the events.</p><p>In addition to Powell's speech, updates on service sector activity, inflation, and consumer sentiment will feature on the economic calendar. PCE inflation — the Fed's preferred measure — is set for release at 8:30 a.m. ET on Friday, just 90 minutes before Powell's speech. Powell's speech will begin simultaneously with the release of the University of Michigan's latest consumer sentiment index.</p><p>For Fed Watchers, the coming week will hardly offer a summer Friday.</p><p>Though earnings season has largely wrapped up, this week's trickle of results will still offer investors key updates, with reports out of Nvidia (NVDA), salesforce.com (CRM), Ulta Beauty (ULTA), and dollar store operators Dollar Tree (DLTR) and Dollar General (DG) — the week's most notable releases.</p><p>Last week's results from Walmart(WMT) andTarget(TGT) helped allay some investor fears over the state of the consumer, with these results coming in better-than-feared. However, both companies' reports signaled a more cautious approach from shoppers as inflation pressures bit during the summer months.</p><p>Walmart CFO John David Rainey told Yahoo Finance last week the company saw customers trade down — particularly in grocery — during the quarter. Rainey also told analysts on a conference call the company had canceled billions in orders.</p><p>Back in May, Dollar Tree and Dollar General offered some of the earliest indications that consumers were using their grocery runs as an opportunity to cut costs. Results from both retailers this week will be parsed for signs of any continued, modified, or accelerated behavioral shifts.</p><p>Nvidia's latest report comes also comes at a crucial juncture for the semiconductor industry, often seen as a bellwether for global economic demand. Earlier this month, Nvidiawarned its quarterly results would miss estimates, and reports this week catalogued the growing concerns around demand in the chip space as global economic activity appears to soften.</p><p>Last week, markets snapped a four-week winning streak, with the tech-heavy Nasdaq dropping over 2% and the S&P 500 falling more than 1%.</p><p>This loss of momentum in the summer market rally came as the latest leg of the meme stock trade fizzled out, with Bed Bath & Beyond (BBBY) shares falling 40% on Friday, after GameStop (GME) chairman Ryan Cohen disclosed he'd sold his entire 11.8% position in the struggling retailer.</p><p>Cohen's sale also came as Bloomberg reported late Thursday that Bed Bath & Beyond has engaged Kirkland & Ellis, a law firm known for its restructuring and bankruptcy work. After the close on Friday, Bloomberg reported some suppliers for Bed Bath & Beyond had halted shipments due to unpaid bills by the retailer.</p><p>While the collapse in Bed Bath & Beyond shares served as the splashiest move, last week also saw several of this summer's "losers turned winners" struggle, with names like Peloton (PTON), Robinhood (HOOD), and Coinbase (COIN) all falling more than 13% for the week.</p><p>—</p><p>Economic calendar</p><p>Monday: <b>Chicago Fed National Activity Index</b>, July (-0.19 previously)</p><p>Tuesday: <b>S&P Global U.S. Manufacturing PMI</b>, August preliminary (51.9 expected, 52.2 previously); <b>S&P Global U.S. Services PMI</b>, August preliminary (50 expected, 47.3 previously); <b>Richmond Fed manufacturing index</b>, August (-5 expected, 0 previously); <b>New home sales</b>, July (-2.5% expected, -8.1% expected)</p><p>Wednesday: <b>MBA mortgage applications</b>; <b>Durable goods orders</b>, July (+0.8% expected, +2% previously);<b>Durable goods orders excluding transportation</b>, July (+0.2% expected; +0.4% previously); <b>Pending home sales</b>, July (-2% expected, -8.6% previously)</p><p>Thursday: <b>Initial jobless claims</b>(252,000 expected, 250,000 previously); <b>Second quarter GDP</b>, second estimate (-0.8% expected; -0.9% previously); <b>Kansas City Fed manufacturing activity</b>, August (13 previously)</p><p>Friday:<b>Personal income</b>, July (+0.6% expected, +0.6% previously);<b>Personal spending</b>, July (+0.5% expected, +1.1% previously);<b>Whole inventories</b>, July (+1.4% expected, +1.8% previously);<b>Retail inventories</b>, July (+2% previously);<b>PCE, month-on-month</b>, July (+0.1% expected, 1% previously);<b>PCE, year-on-year</b>, July (+6.4% expected, +6.8% previously);<b>Core PCE, month-on-month</b>, July (+0.3% expected, +0.6% previously);<b>Core PCE, year-on-year</b>, July (+4.7% expected; +4.8% previously);<b>University of Michigan consumer sentiment</b>, August (55.3 expected, 55.1 previously)</p><p>—</p><p>Earnings calendar</p><p>Monday:<b>Zoom</b>(ZM),<b>Nordson</b>(NDSN),<b>Palo Alto Networks</b>(PANW)</p><p>Tuesday:<b>Medtronic</b>(MDT),<b>J.M. Smucker</b>(SJM),<b>JD.com</b>(JD),<b>Intuit</b>(INTU),<b>Advance Auto Parts</b>(AAP)</p><p>Wednesday:<b>Splunk</b>(SPLK),<b>NetApp</b>(NTAP),<b>Autodesk</b>(ADSK),<b>salesforce.com</b>(CRM),<b>Nvidia</b>(NVDA)</p><p>Thursday:<b>Dollar Tree</b>(DLTR),<b>Dollar General</b>(DG),<b>Workday</b>(WDAY),<b>MarvellTechnology</b>(MRVL),<b>UltaBeauty</b>(ULTA)</p><p>Friday: <i>No major earnings set for release.</i></p><p>—</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>Jackson Hole, Inflation, Dollar Stores: What to Know This Week in Markets</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\">\nJackson Hole, Inflation, Dollar Stores: What to Know This Week in Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 09:05 GMT+8 <a href=https://finance.yahoo.com/news/jackson-hole-market-preview-august-21-173439862.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The attention of the financial world will turn to Grand Teton National Park in the week ahead.The Kansas City Federal Reserve will host its annual economic symposium in Jackson Hole this week, with ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jackson-hole-market-preview-august-21-173439862.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/jackson-hole-market-preview-august-21-173439862.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145254202","content_text":"The attention of the financial world will turn to Grand Teton National Park in the week ahead.The Kansas City Federal Reserve will host its annual economic symposium in Jackson Hole this week, with Friday morning's speech from Fed Chair Jerome Powell expected to highlight the proceedings as investors search for clues on the central bank's next move.This year's symposium marks the first in-person Jackson Hole conference since 2019.A close-reading of Powell's comments on Friday will boil down to whether investors see the Fed chair signaling another 0.75% interest rate hike from the Fed at its next policy announcement on September 21, or whether the Fed will ease its pace of rate hikes and increase benchmark rates by 0.50%.In a note to clients Friday, Andrew Hunter, senior U.S. economist at Capital Economics, wrote that recent economic events are likely to set the table for a 0.50% rate hike in September.July inflation data showed a modest softening in inflation pressures, arguing for easing the pace of hikes. The July jobs report dispelled concerns from some Fed officials that the labor market is softening, perhaps making the case for continued aggression on raising rates.\"To the extent that those developments cancel each other out, we still expect the Fed to hike rates by 50 [basis points] next month,\" Hunter wrote. \"There doesn’t appear to be much need for Chair Jerome Powell to adjust expectations when he speaks at Jackson Hole next Friday.\"Powell's speech will be released at 10:00 a.m. ET on Friday, and for the first time the Fed chair's speech — seen as the most important central bank communication of the year — will stream live. Yahoo Finance'sBrian Cheung will be on the ground in Wyoming to bring readers and viewers full coverage of the events.In addition to Powell's speech, updates on service sector activity, inflation, and consumer sentiment will feature on the economic calendar. PCE inflation — the Fed's preferred measure — is set for release at 8:30 a.m. ET on Friday, just 90 minutes before Powell's speech. Powell's speech will begin simultaneously with the release of the University of Michigan's latest consumer sentiment index.For Fed Watchers, the coming week will hardly offer a summer Friday.Though earnings season has largely wrapped up, this week's trickle of results will still offer investors key updates, with reports out of Nvidia (NVDA), salesforce.com (CRM), Ulta Beauty (ULTA), and dollar store operators Dollar Tree (DLTR) and Dollar General (DG) — the week's most notable releases.Last week's results from Walmart(WMT) andTarget(TGT) helped allay some investor fears over the state of the consumer, with these results coming in better-than-feared. However, both companies' reports signaled a more cautious approach from shoppers as inflation pressures bit during the summer months.Walmart CFO John David Rainey told Yahoo Finance last week the company saw customers trade down — particularly in grocery — during the quarter. Rainey also told analysts on a conference call the company had canceled billions in orders.Back in May, Dollar Tree and Dollar General offered some of the earliest indications that consumers were using their grocery runs as an opportunity to cut costs. Results from both retailers this week will be parsed for signs of any continued, modified, or accelerated behavioral shifts.Nvidia's latest report comes also comes at a crucial juncture for the semiconductor industry, often seen as a bellwether for global economic demand. Earlier this month, Nvidiawarned its quarterly results would miss estimates, and reports this week catalogued the growing concerns around demand in the chip space as global economic activity appears to soften.Last week, markets snapped a four-week winning streak, with the tech-heavy Nasdaq dropping over 2% and the S&P 500 falling more than 1%.This loss of momentum in the summer market rally came as the latest leg of the meme stock trade fizzled out, with Bed Bath & Beyond (BBBY) shares falling 40% on Friday, after GameStop (GME) chairman Ryan Cohen disclosed he'd sold his entire 11.8% position in the struggling retailer.Cohen's sale also came as Bloomberg reported late Thursday that Bed Bath & Beyond has engaged Kirkland & Ellis, a law firm known for its restructuring and bankruptcy work. After the close on Friday, Bloomberg reported some suppliers for Bed Bath & Beyond had halted shipments due to unpaid bills by the retailer.While the collapse in Bed Bath & Beyond shares served as the splashiest move, last week also saw several of this summer's \"losers turned winners\" struggle, with names like Peloton (PTON), Robinhood (HOOD), and Coinbase (COIN) all falling more than 13% for the week.—Economic calendarMonday: Chicago Fed National Activity Index, July (-0.19 previously)Tuesday: S&P Global U.S. Manufacturing PMI, August preliminary (51.9 expected, 52.2 previously); S&P Global U.S. Services PMI, August preliminary (50 expected, 47.3 previously); Richmond Fed manufacturing index, August (-5 expected, 0 previously); New home sales, July (-2.5% expected, -8.1% expected)Wednesday: MBA mortgage applications; Durable goods orders, July (+0.8% expected, +2% previously);Durable goods orders excluding transportation, July (+0.2% expected; +0.4% previously); Pending home sales, July (-2% expected, -8.6% previously)Thursday: Initial jobless claims(252,000 expected, 250,000 previously); Second quarter GDP, second estimate (-0.8% expected; -0.9% previously); Kansas City Fed manufacturing activity, August (13 previously)Friday:Personal income, July (+0.6% expected, +0.6% previously);Personal spending, July (+0.5% expected, +1.1% previously);Whole inventories, July (+1.4% expected, +1.8% previously);Retail inventories, July (+2% previously);PCE, month-on-month, July (+0.1% expected, 1% previously);PCE, year-on-year, July (+6.4% expected, +6.8% previously);Core PCE, month-on-month, July (+0.3% expected, +0.6% previously);Core PCE, year-on-year, July (+4.7% expected; +4.8% previously);University of Michigan consumer sentiment, August (55.3 expected, 55.1 previously)—Earnings calendarMonday:Zoom(ZM),Nordson(NDSN),Palo Alto Networks(PANW)Tuesday:Medtronic(MDT),J.M. Smucker(SJM),JD.com(JD),Intuit(INTU),Advance Auto Parts(AAP)Wednesday:Splunk(SPLK),NetApp(NTAP),Autodesk(ADSK),salesforce.com(CRM),Nvidia(NVDA)Thursday:Dollar Tree(DLTR),Dollar General(DG),Workday(WDAY),MarvellTechnology(MRVL),UltaBeauty(ULTA)Friday: No major earnings set for release.—","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998771022,"gmtCreate":1661065899568,"gmtModify":1676536448472,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998771022","repostId":"2260000093","repostType":4,"repost":{"id":"2260000093","kind":"highlight","pubTimestamp":1661047111,"share":"https://ttm.financial/m/news/2260000093?lang=&edition=full_marsco","pubTime":"2022-08-21 09:58","market":"us","language":"en","title":"Will Snowflake Be Worth More Than Alphabet by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260000093","media":"Motley Fool","summary":"Could this high-growth cloud stock become a cloud king?","content":"<html><head></head><body><p><b>Snowflake</b> has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created "data silos," which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and <b>Microsoft</b>'s Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake's long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won't be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.</p><p>Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Snowflake Be Worth More Than Alphabet by 2030?</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\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8 <a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft's Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998659000,"gmtCreate":1660987330602,"gmtModify":1676536435762,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998659000","repostId":"1157981129","repostType":4,"repost":{"id":"1157981129","kind":"news","pubTimestamp":1660959931,"share":"https://ttm.financial/m/news/1157981129?lang=&edition=full_marsco","pubTime":"2022-08-20 09:45","market":"us","language":"en","title":"Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=1157981129","media":"MarketWatch","summary":"The size and duration of the bear-market rally is already in line with what is typical, suggesting t","content":"<html><head></head><body><p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: Citigroup</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c9ed4762e8711b6ec699fade11e18b\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>The current bear seems mature? GETTY IMAGES</span></p><p>U.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.</p><p>According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.</p><p>“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”</p><p>In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0778f6e5ac7376df8068417b41f6547\" tg-width=\"700\" tg-height=\"448\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Meanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/375f2ff2c6b5dcaf399914aded2b7ef9\" tg-width=\"700\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.</p><p>After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”</p><p>According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.</p><p>The S&P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.</p><p>U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.</p></body></html>","source":"lsy1603348471595","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>Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi</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\">\nHere Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:45 GMT+8 <a href=https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157981129","content_text":"The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.SOURCE: CITI RESEARCH, BLOOMBERGMeanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.SOURCE: CITI RESEARCH, BLOOMBERGFederal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.The S&P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991460977,"gmtCreate":1660871071301,"gmtModify":1676536414885,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991460977","repostId":"1102999640","repostType":4,"repost":{"id":"1102999640","kind":"news","pubTimestamp":1660865795,"share":"https://ttm.financial/m/news/1102999640?lang=&edition=full_marsco","pubTime":"2022-08-19 07:36","market":"us","language":"en","title":"A $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=1102999640","media":"Bloomberg","summary":"Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders","content":"<html><head></head><body><ul><li>Options trading seen having lifted stocks, capping volatility</li><li>Brace for price swings in both directions: Nomura strategist</li></ul><p>With August shaping up to be the calmest month this year for US stocks, traders are closely watching Friday’s $2 trillion options expiration for hints whether the tranquility will last.</p><p>At issue is the belief that derivatives markets have somehow played a key role in suppressing volatility, thereby compelling rules-basedquant tradersto buy shares and in turn luring a broader group of investors back into the market in order tochase gains.</p><p>After likely spurring an equity rebound during the summer lull, some strategists warn that this benign activity in the options market -- typically fueled by Wall Street dealers -- could disappear at a critical time.</p><p>From central bankers’ annual retreat in Jackson Hole, Wyoming, to pending data on inflation and employment, and theFederal Reserve’s policy announcement, the next few weeks are full of potential catalysts for market chaos.</p><p>“There are some technical reasons why as we go into the expiration this Friday, volatility could stay dampened and you could continue to see the market relatively supported,” Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets, said on Bloomberg TV. “As people return back from vacation with eyes on the ball, you can see what the real volumes are telling you about the volatility pickup.”</p><p>About $2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The monthly event includes $975 billion of S&P 500-linked contracts and $430 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.</p><p><img src=\"https://static.tigerbbs.com/1d7ed781d0bf50152207dcbc89ae0db3\" tg-width=\"800\" tg-height=\"528\" width=\"100%\" height=\"auto\"/>Stocks have restored roughly $7 trillion in values since mid-June, as what began as a short squeeze cascaded into a buying spree by those who exited equities during the first-half carnage amid fears that the Fed’s aggressive inflation-fighting campaign could tip the economy into a recession. Shares have since recovered as data showed a robust labor market and cooler-than-expected inflation.</p><p>Along the way, traders flocked to call options to catch up with the surprising rebound. In balancing their books, options dealers were stuck in “long gamma” positions that left them needing to go against the prevailing equity trend to maintain a neutral market exposure. Thanks in part to the process, peace returned in the market. The Cboe Volatility Index, or VIX, has averaged 21 in August, on course for its lowest level since November.</p><p><img src=\"https://static.tigerbbs.com/7a72b5ee48aed2efd4d309073c4ef802\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>Broadly speaking, bullish contracts have been changing hands faster than bearish ones. The Cboe equity put-call ratio’s 10-day average hovered near a four-month low, a sign of growing interest in upside wagers.</p><p>Traders will try to push the S&P 500 toward 4,300 in order to get their options contracts to pay off, according to Brent Kochuba, founder of analytic service SpotGamma. Any failure to hit this threshold would suggest the latest rally is losing momentum, potentially inviting sellers. The index added 0.2% to close at 4,283.74 Thursday.</p><p>“Everyone is on the ‘call side’ of the boat,” said Kochuba.</p><p>Charlie McElligott, a cross-asset strategist at Nomura Securities International, expects Friday’s OpEx to open the door for bigger price swings after the buffer from dealer hedging is reduced. He sees potential for the market to move in either direction.</p><p>Should inflation come in hotter than expected and Fed policy makers ratchet up their hawkish rhetoric, that’d trigger turmoil across assets, he says. On the other hand, barring any negative macro shocks, money managers are under pressure to keep chasing the rally given their relatively low equity positioning.</p><p>“My daily communications with clients continues to ‘hate’ this rally who remain wrong-sided and a source of ‘buyers higher,’” he wrote in a note Wednesday.</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>A $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls</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\">\nA $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 07:36 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102999640","content_text":"Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders are closely watching Friday’s $2 trillion options expiration for hints whether the tranquility will last.At issue is the belief that derivatives markets have somehow played a key role in suppressing volatility, thereby compelling rules-basedquant tradersto buy shares and in turn luring a broader group of investors back into the market in order tochase gains.After likely spurring an equity rebound during the summer lull, some strategists warn that this benign activity in the options market -- typically fueled by Wall Street dealers -- could disappear at a critical time.From central bankers’ annual retreat in Jackson Hole, Wyoming, to pending data on inflation and employment, and theFederal Reserve’s policy announcement, the next few weeks are full of potential catalysts for market chaos.“There are some technical reasons why as we go into the expiration this Friday, volatility could stay dampened and you could continue to see the market relatively supported,” Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets, said on Bloomberg TV. “As people return back from vacation with eyes on the ball, you can see what the real volumes are telling you about the volatility pickup.”About $2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The monthly event includes $975 billion of S&P 500-linked contracts and $430 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.Stocks have restored roughly $7 trillion in values since mid-June, as what began as a short squeeze cascaded into a buying spree by those who exited equities during the first-half carnage amid fears that the Fed’s aggressive inflation-fighting campaign could tip the economy into a recession. Shares have since recovered as data showed a robust labor market and cooler-than-expected inflation.Along the way, traders flocked to call options to catch up with the surprising rebound. In balancing their books, options dealers were stuck in “long gamma” positions that left them needing to go against the prevailing equity trend to maintain a neutral market exposure. Thanks in part to the process, peace returned in the market. The Cboe Volatility Index, or VIX, has averaged 21 in August, on course for its lowest level since November.Broadly speaking, bullish contracts have been changing hands faster than bearish ones. The Cboe equity put-call ratio’s 10-day average hovered near a four-month low, a sign of growing interest in upside wagers.Traders will try to push the S&P 500 toward 4,300 in order to get their options contracts to pay off, according to Brent Kochuba, founder of analytic service SpotGamma. Any failure to hit this threshold would suggest the latest rally is losing momentum, potentially inviting sellers. The index added 0.2% to close at 4,283.74 Thursday.“Everyone is on the ‘call side’ of the boat,” said Kochuba.Charlie McElligott, a cross-asset strategist at Nomura Securities International, expects Friday’s OpEx to open the door for bigger price swings after the buffer from dealer hedging is reduced. He sees potential for the market to move in either direction.Should inflation come in hotter than expected and Fed policy makers ratchet up their hawkish rhetoric, that’d trigger turmoil across assets, he says. On the other hand, barring any negative macro shocks, money managers are under pressure to keep chasing the rally given their relatively low equity positioning.“My daily communications with clients continues to ‘hate’ this rally who remain wrong-sided and a source of ‘buyers higher,’” he wrote in a note Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":180537009,"gmtCreate":1623211464401,"gmtModify":1704198459397,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"Like and comment. Thanks ?","listText":"Like and comment. Thanks ?","text":"Like and comment. Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/180537009","repostId":"1128909306","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573463413940883","authorId":"3573463413940883","name":"HODL","avatar":"https://static.tigerbbs.com/395bec96bef9e08bb1e96cac623059a3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573463413940883","authorIdStr":"3573463413940883"},"content":"done, help reply pls","text":"done, help reply pls","html":"done, help reply pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132718137,"gmtCreate":1622115244529,"gmtModify":1704179709261,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"Like and comment. 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Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/375845617","repostId":"2129666173","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070942243,"gmtCreate":1657002367482,"gmtModify":1676535930571,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9070942243","repostId":"1129041123","repostType":4,"repost":{"id":"1129041123","kind":"news","pubTimestamp":1656977325,"share":"https://ttm.financial/m/news/1129041123?lang=&edition=full_marsco","pubTime":"2022-07-05 07:28","market":"us","language":"en","title":"7 Deeply Undervalued Growth Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1129041123","media":"investorplace","summary":"These high-quality growth stocks have witnessed deep corrections and look oversold. They should be g","content":"<html><head></head><body><ul><li>These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.</li><li><b>Xpeng</b>(<b><u>XPEV</u></b>): Strong deliveries growth to sustain with expansion in Europe and new model launches.</li><li><b>Pinterest</b>(<b><u>PINS</u></b>): Growth in emerging market average revenue per user will boost cash flows. A proxy e-commerce platform with global presence.</li><li><b>ChargePoint</b>(<b><u>CHPT</u></b>): Positioned for accelerated growth with leadership position in North America and an aggressive expansion in Europe.</li><li><b>Coupang</b>(<b><u>CPNG</u></b>): Oversold with steady growth likely to sustain. Positive adjusted EBITDA visibility is a key catalyst.</li><li><b>Sea Limited</b>(<b><u>SE</u></b>): Exposure to high-growth markets like Southeast Asia and Latin America and strong growth in the digital payments segment.</li><li><b>Coinbase</b>(<b><u>COIN</u></b>): Strong cash buffer for product development even during the downturn for cryptocurrencies.</li><li><b>Roblox</b>(<b><u>RBLX</u></b>): Long-term growth visibility considering the expected growth in the metaverse space, coupled with positive free cash flows.</li></ul><p><img src=\"https://static.tigerbbs.com/0bda0e0190c549871db25e4515355407\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>In financial markets, cash flows, growth outlook and valuation does matter. However, investor sentiment plays a key role in driving growth stocks higher or lower. When the economic outlook is positive and the financial system has ample liquidity, growth stocks tend to command a valuation premium.</p><p>On the other hand, when the economic outlook weakens and contractionary monetary policies are pursued, growth stocks trade at valuation gaps. In simple words, corrections are overdone.</p><p>It’s no rocket science to understand the fact that the time to invest in stocks is when sentiments are pessimistic. However, the fear and greed psychology are such that investors buy on euphoria and sell on panic. Be it trading or investing, it’s a mind game.</p><p>With several growth stocks plunging in the last few months, there seems to be another golden buying opportunity. Of course, not all growth stocks will recover. There are stories that culminate with the bear markets. However, others will recover and deliver multi-fold returns in the long-term.</p><p>These seven growth stocks look attractive for long-term exposure.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Current Price</b></td></tr><tr><td><b><u>XPEV</u></b></td><td>XPeng Inc.</td><td>$30.28</td></tr><tr><td><b><u>PINS</u></b></td><td>Pinterest, Inc.</td><td>$18.71</td></tr><tr><td><b><u>CHPT</u></b></td><td>ChargePoint Holdings, Inc.</td><td>$12.69</td></tr><tr><td><b><u>CPNG</u></b></td><td>Coupang, Inc.</td><td>$15.04</td></tr><tr><td><b><u>SE</u></b></td><td>Sea Limited</td><td>$69.06</td></tr><tr><td><b><u>COIN</u></b></td><td>Coinbase Global, Inc.</td><td>$49.04</td></tr><tr><td><b><u>RBLX</u></b></td><td>Roblox Corporation</td><td>$35.07</td></tr></tbody></table><h2>Growth Stocks: Xpeng (XPEV)<img src=\"https://static.tigerbbs.com/da010157a2d0baf3c155347d8a613310\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>In the last month,<b>XPeng</b>(NYSE:<b><u>XPEV</u></b>) stock has surged by 26%. The rally from deeply oversold levels is on the back of policy support for electric vehicles in China.</p><p>However, even after the big upside, XPEV stock is down by 30% on a 12-month basis. With sustained positive developments even from a company specific perspective, the stock is still undervalued.</p><p>For the first quarter, XPeng reported159% growth in vehicle deliveriesto 34,561. The company’s gross margin also increased by 100 basis points on a year-on-year basis to 12.2%.</p><p>It’s worth noting that XPeng launched P5 sedan in October 2021. Further, the launch of G9 is due in the last quarter of 2022. New models will continue to boost deliveries growth once temporary industry headwinds are navigated.</p><p>XPeng also has ambitious international expansion plans. With increasing presence in Europe, the company’s growth will be supported in the next few years. As deliveries growth remains strong, operating leverage will also translate into vehicle margin expansion.</p><h2>Pinterest (PINS)<img src=\"https://static.tigerbbs.com/8120a1c75232eafd16bb7714afb3132d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Pinterest</b>(NYSE:<b><u>PINS</u></b>) stock is down nearly 4% in the last month and by 50% so far in 2022. However, at a forward price-earnings ratio of 22.8, the stock still seems undervalued.</p><p>I have two major reasons to like Pinterest.</p><p>First, the company reported more than 50% of active users from outside the U.S. and Europe. However, the average revenue per user from therest of the world was just eight cents. In comparison, the ARPU from U.S. and Canada is $4.98. Even from Europe, the ARPU is 72 cents. There is immense scope for ARPU upside from emerging markets. This is a catalyst for revenue and cash flow upside.</p><p>Furthermore, the focus of Pinterest is to make the platform shopping friendly. I see the company as a proxy global e-commerce platform. Recently, Pinterestcompleted the acquisitionof the The Yes, an AI-powered shopping platform. With further inroads as a proxy e-commerce platform, the company is positioned to benefit.</p><h3>ChargePoint Holdings (CHPT)<img src=\"https://static.tigerbbs.com/a070198e2b665b5b9db97c2f2380138a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>The electric vehicle industry has multi-year tailwinds. Europe is focused on reducing dependence on Russia for energy needs. Adoption of electric vehicles is one way to achieve this objective. In the United States, the Biden administration plans to spend $5 billion towards EV charging stations.</p><p>With these tailwinds,<b>ChargePoint</b>(NYSE:<b><u>CHPT</u></b>) is among the top growth stocks to consider. The company already has leadership position in North America and has expanded to 16 countries in Europe.</p><p>Currently, a majority of revenue comes from North America. However, as European expansion gains traction, top-line growth is likely to accelerate. ChargePoint also derives revenue fromhardware and software solutions.</p><p>As the charging network expands, software revenue (recurring revenue) will increase. This will have a positive impact on the company’s EBITDA margin. For now, the cash burn is likely to sustain with aggressive investments. However, that’s unlikely to be a major concern for a growth stage company.</p><h2>Growth Stocks: Coupang (CPNG)<img src=\"https://static.tigerbbs.com/e1ea550de95b8c5321af2d188ab1a7ad\" tg-width=\"300\" tg-height=\"169\" width=\"100%\" height=\"auto\"/></h2><p>The markets have punished<b>Coupang</b>(NYSE:<b><u>CPNG</u></b>) stock on growth and profitability concerns. However, after a decline of 49% in 2022, CPNG stock seems undervalued.</p><p>On a constant currency basis, Coupang reported revenue growth of 32% for the first quarter from a year ago. The company’s adjusted EBITDA losses also narrowed during the quarter.</p><p>It seems likely that a growth rate of around 30% is sustainable in the coming years. International expansion is one reason for this view. At the same time, Korea has 37 million online shoppers. Currently, Coupang has 18 million active customers. There is ample scope for growth within Korea.</p><p>In terms of profitability, Coupang expects to deliver long-term adjusted EBITDA in therange of 7% to 10%. The company has also guided for positive adjusted EBITDA from the product commerce segment by the end of the year. If this target is achieved, CPNG stock is likely to trend higher.</p><h2>Sea Limited (SE)<img src=\"https://static.tigerbbs.com/e5edea871eb90b0fbf049cfa6de17fa3\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Another e-commerce stock that’s trading at attractive levels is<b>Sea Limited</b>(NYSE:<b><u>SE</u></b>). A correction of 68% so far this year has been on the back of cash burn and relative deceleration in growth.</p><p>However, the long-term outlook remains robust with Sea Limited focused on high-growth markets. The company already has strong presence in Southeast Asia. With inroads into Latin America, the company’s growth momentum will remain strong.</p><p>I am also bullish on the company’s financial services segment. For the first quarter, active users increased by 78% on a year-on-year basis to 49 million. The total payment volume for mobile wallet has also witnessed sustained growth.</p><p>Cash burn is a concern. However, Sea Limited expects Shopee toachieve positive adjusted EBITDAin Southeast Asia and Taiwan by the end of 2023. As robust top-line growth sustains, operating leverage will drive profitability.</p><p>In the near term, Sea Limited has $8.8 billion in cash and short-term investments. This will help the company make aggressive investments and sustain through the period of cash burn.</p><h2>Coinbase (COIN)<img src=\"https://static.tigerbbs.com/ba0b6324e4d73be0235f6a89d74b7761\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) stock was off to a flying start in 2021 when sentiments related to cryptocurrencies was positive. The euphoria has transformed into extreme distress and COIN stock has plunged by 80% so far in 2022.</p><p>For investors willing to consider a high-risk bet, the stock is attractive around $50 levels. While the crypto crash is a big negative for growth and margins, Coinbase still seems attractive for the long term.</p><p>There has been a steady growth in Coinbase Wallet adoption. Further, the company has also launched the beta version of Coinbase NFT.</p><p>Another point to note is that the trading volume related to<b>Bitcoin</b>(<b><u>BTC-USD</u></b>) and<b>Ethereum</b>(<b><u>ETH-USD</u></b>) was45% of total trading volume. As more assets are listed for trading on the platform, volumes growth is likely to be robust once the market sentiments reverse.</p><p>Coinbase ended Q1 2022 with $6.1 billion in cash and equivalents. There is ample financial flexibility to pursue product development.</p><h2>Growth Stocks: Roblox (RBLX)<img src=\"https://static.tigerbbs.com/8b66768c63ffb9d9ce67b0cd2f4dd821\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>I believe that<b>Roblox</b>(NYSE:<b><u>RBLX</u></b>) is also a victim of negative market sentiments. Of course, growth has decelerated, but the selling might be overdone considering the long-term growth outlook.</p><p>The first point to note is that the metaverse market is expected to grow at acompound annual growth rate of 50.74% between 2022 and 2030. Roblox will be a key beneficiary of the positive industry tailwinds.</p><p>For the first quarter, Roblox reported revenue growth of 39% to $537.1 million. The company’s daily active users also increased by 28% on a year-on-year basis to 54.1 million. I also like the fact that Roblox reported free cash flow of $104.6 million for the quarter.</p><p>Even with revenue growth in the range of 30% to 40%, the company seems to be positioned for cash flow upside. For Q1 2022, the company reported94% growth in active users from Asia Pacific. User growth from rest of the world (excluding U.S. and Europe) was 34%. Emerging markets are likely to drive long-term growth.</p></body></html>","source":"lsy1606302653667","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>7 Deeply Undervalued Growth Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Deeply Undervalued Growth Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 07:28 GMT+8 <a href=https://investorplace.com/undervalued-growth-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.Xpeng(XPEV): Strong deliveries growth to sustain with expansion in ...</p>\n\n<a href=\"https://investorplace.com/undervalued-growth-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/undervalued-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129041123","content_text":"These high-quality growth stocks have witnessed deep corrections and look oversold. They should be good buys for long-term investors.Xpeng(XPEV): Strong deliveries growth to sustain with expansion in Europe and new model launches.Pinterest(PINS): Growth in emerging market average revenue per user will boost cash flows. A proxy e-commerce platform with global presence.ChargePoint(CHPT): Positioned for accelerated growth with leadership position in North America and an aggressive expansion in Europe.Coupang(CPNG): Oversold with steady growth likely to sustain. Positive adjusted EBITDA visibility is a key catalyst.Sea Limited(SE): Exposure to high-growth markets like Southeast Asia and Latin America and strong growth in the digital payments segment.Coinbase(COIN): Strong cash buffer for product development even during the downturn for cryptocurrencies.Roblox(RBLX): Long-term growth visibility considering the expected growth in the metaverse space, coupled with positive free cash flows.Source: ShutterstockIn financial markets, cash flows, growth outlook and valuation does matter. However, investor sentiment plays a key role in driving growth stocks higher or lower. When the economic outlook is positive and the financial system has ample liquidity, growth stocks tend to command a valuation premium.On the other hand, when the economic outlook weakens and contractionary monetary policies are pursued, growth stocks trade at valuation gaps. In simple words, corrections are overdone.It’s no rocket science to understand the fact that the time to invest in stocks is when sentiments are pessimistic. However, the fear and greed psychology are such that investors buy on euphoria and sell on panic. Be it trading or investing, it’s a mind game.With several growth stocks plunging in the last few months, there seems to be another golden buying opportunity. Of course, not all growth stocks will recover. There are stories that culminate with the bear markets. However, others will recover and deliver multi-fold returns in the long-term.These seven growth stocks look attractive for long-term exposure.TickerCompanyCurrent PriceXPEVXPeng Inc.$30.28PINSPinterest, Inc.$18.71CHPTChargePoint Holdings, Inc.$12.69CPNGCoupang, Inc.$15.04SESea Limited$69.06COINCoinbase Global, Inc.$49.04RBLXRoblox Corporation$35.07Growth Stocks: Xpeng (XPEV)In the last month,XPeng(NYSE:XPEV) stock has surged by 26%. The rally from deeply oversold levels is on the back of policy support for electric vehicles in China.However, even after the big upside, XPEV stock is down by 30% on a 12-month basis. With sustained positive developments even from a company specific perspective, the stock is still undervalued.For the first quarter, XPeng reported159% growth in vehicle deliveriesto 34,561. The company’s gross margin also increased by 100 basis points on a year-on-year basis to 12.2%.It’s worth noting that XPeng launched P5 sedan in October 2021. Further, the launch of G9 is due in the last quarter of 2022. New models will continue to boost deliveries growth once temporary industry headwinds are navigated.XPeng also has ambitious international expansion plans. With increasing presence in Europe, the company’s growth will be supported in the next few years. As deliveries growth remains strong, operating leverage will also translate into vehicle margin expansion.Pinterest (PINS)Pinterest(NYSE:PINS) stock is down nearly 4% in the last month and by 50% so far in 2022. However, at a forward price-earnings ratio of 22.8, the stock still seems undervalued.I have two major reasons to like Pinterest.First, the company reported more than 50% of active users from outside the U.S. and Europe. However, the average revenue per user from therest of the world was just eight cents. In comparison, the ARPU from U.S. and Canada is $4.98. Even from Europe, the ARPU is 72 cents. There is immense scope for ARPU upside from emerging markets. This is a catalyst for revenue and cash flow upside.Furthermore, the focus of Pinterest is to make the platform shopping friendly. I see the company as a proxy global e-commerce platform. Recently, Pinterestcompleted the acquisitionof the The Yes, an AI-powered shopping platform. With further inroads as a proxy e-commerce platform, the company is positioned to benefit.ChargePoint Holdings (CHPT)The electric vehicle industry has multi-year tailwinds. Europe is focused on reducing dependence on Russia for energy needs. Adoption of electric vehicles is one way to achieve this objective. In the United States, the Biden administration plans to spend $5 billion towards EV charging stations.With these tailwinds,ChargePoint(NYSE:CHPT) is among the top growth stocks to consider. The company already has leadership position in North America and has expanded to 16 countries in Europe.Currently, a majority of revenue comes from North America. However, as European expansion gains traction, top-line growth is likely to accelerate. ChargePoint also derives revenue fromhardware and software solutions.As the charging network expands, software revenue (recurring revenue) will increase. This will have a positive impact on the company’s EBITDA margin. For now, the cash burn is likely to sustain with aggressive investments. However, that’s unlikely to be a major concern for a growth stage company.Growth Stocks: Coupang (CPNG)The markets have punishedCoupang(NYSE:CPNG) stock on growth and profitability concerns. However, after a decline of 49% in 2022, CPNG stock seems undervalued.On a constant currency basis, Coupang reported revenue growth of 32% for the first quarter from a year ago. The company’s adjusted EBITDA losses also narrowed during the quarter.It seems likely that a growth rate of around 30% is sustainable in the coming years. International expansion is one reason for this view. At the same time, Korea has 37 million online shoppers. Currently, Coupang has 18 million active customers. There is ample scope for growth within Korea.In terms of profitability, Coupang expects to deliver long-term adjusted EBITDA in therange of 7% to 10%. The company has also guided for positive adjusted EBITDA from the product commerce segment by the end of the year. If this target is achieved, CPNG stock is likely to trend higher.Sea Limited (SE)Another e-commerce stock that’s trading at attractive levels isSea Limited(NYSE:SE). A correction of 68% so far this year has been on the back of cash burn and relative deceleration in growth.However, the long-term outlook remains robust with Sea Limited focused on high-growth markets. The company already has strong presence in Southeast Asia. With inroads into Latin America, the company’s growth momentum will remain strong.I am also bullish on the company’s financial services segment. For the first quarter, active users increased by 78% on a year-on-year basis to 49 million. The total payment volume for mobile wallet has also witnessed sustained growth.Cash burn is a concern. However, Sea Limited expects Shopee toachieve positive adjusted EBITDAin Southeast Asia and Taiwan by the end of 2023. As robust top-line growth sustains, operating leverage will drive profitability.In the near term, Sea Limited has $8.8 billion in cash and short-term investments. This will help the company make aggressive investments and sustain through the period of cash burn.Coinbase (COIN)Coinbase(NASDAQ:COIN) stock was off to a flying start in 2021 when sentiments related to cryptocurrencies was positive. The euphoria has transformed into extreme distress and COIN stock has plunged by 80% so far in 2022.For investors willing to consider a high-risk bet, the stock is attractive around $50 levels. While the crypto crash is a big negative for growth and margins, Coinbase still seems attractive for the long term.There has been a steady growth in Coinbase Wallet adoption. Further, the company has also launched the beta version of Coinbase NFT.Another point to note is that the trading volume related toBitcoin(BTC-USD) andEthereum(ETH-USD) was45% of total trading volume. As more assets are listed for trading on the platform, volumes growth is likely to be robust once the market sentiments reverse.Coinbase ended Q1 2022 with $6.1 billion in cash and equivalents. There is ample financial flexibility to pursue product development.Growth Stocks: Roblox (RBLX)I believe thatRoblox(NYSE:RBLX) is also a victim of negative market sentiments. Of course, growth has decelerated, but the selling might be overdone considering the long-term growth outlook.The first point to note is that the metaverse market is expected to grow at acompound annual growth rate of 50.74% between 2022 and 2030. Roblox will be a key beneficiary of the positive industry tailwinds.For the first quarter, Roblox reported revenue growth of 39% to $537.1 million. The company’s daily active users also increased by 28% on a year-on-year basis to 54.1 million. I also like the fact that Roblox reported free cash flow of $104.6 million for the quarter.Even with revenue growth in the range of 30% to 40%, the company seems to be positioned for cash flow upside. For Q1 2022, the company reported94% growth in active users from Asia Pacific. User growth from rest of the world (excluding U.S. and Europe) was 34%. Emerging markets are likely to drive long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010192691,"gmtCreate":1648273521450,"gmtModify":1676534324762,"author":{"id":"3581981992184294","authorId":"3581981992184294","name":"小虎一只","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581981992184294","authorIdStr":"3581981992184294"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9010192691","repostId":"2222052834","repostType":4,"repost":{"id":"2222052834","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648249343,"share":"https://ttm.financial/m/news/2222052834?lang=&edition=full_marsco","pubTime":"2022-03-26 07:02","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2222052834","media":"Reuters","summary":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits reco","content":"<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&P 500 financials sector gave the S&P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move "expeditiously" to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while "adding more pressure to the riskier elements of the market," such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&P 500 gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>"The market's really macro driven," said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. "Company fundamentals haven't really mattered."</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.</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>US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump</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\">\nUS STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&P 500 financials sector gave the S&P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move "expeditiously" to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while "adding more pressure to the riskier elements of the market," such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&P 500 gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>"The market's really macro driven," said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. "Company fundamentals haven't really mattered."</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222052834","content_text":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits record high* Indexes: Dow up 0.4%, S&P 500 up 0.5%, Nasdaq down 0.2%* For the week, Dow up 0.3%, S&P 500 up 1.8%, Nasdaq up 2%NEW YORK, March 25 (Reuters) - The S&P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.For the week, the Nasdaq and S&P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.The S&P 500 financials sector gave the S&P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move \"expeditiously\" to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.That is causing bank stocks to outperform, while \"adding more pressure to the riskier elements of the market,\" such as growth shares, he said.Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&P 500 gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.The U.S. central bank last week raised interest rates for the first time since 2018.\"The market's really macro driven,\" said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. \"Company fundamentals haven't really mattered.\"Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.The S&P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}