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2022-07-08
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Singapore Stock Market Tipped To Open In The Green
The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 p
Singapore Stock Market Tipped To Open In The Green
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US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease
* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams
US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease
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2022-07-06
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2022-07-06
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2022-07-04
$Grab Holdings(GRAB)$
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2022-07-04
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Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022
Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investmen
Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022
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2022-06-29
$Grab Holdings(GRAB)$
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2022-06-29
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Occidental Petroleum Stock Rallies Are Opportunities to Exit
Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billi
Occidental Petroleum Stock Rallies Are Opportunities to Exit
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2022-06-29
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Alibaba: 5 Reasons To Buy, 2 Reasons To Sell
IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli
Alibaba: 5 Reasons To Buy, 2 Reasons To Sell
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Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079716732","repostId":"1129147777","repostType":4,"repost":{"id":"1129147777","kind":"news","pubTimestamp":1657238782,"share":"https://ttm.financial/m/news/1129147777?lang=&edition=fundamental","pubTime":"2022-07-08 08:06","market":"sg","language":"en","title":"Singapore Stock Market Tipped To Open In The Green","url":"https://stock-news.laohu8.com/highlight/detail?id=1129147777","media":"rtt news","summary":"The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 p","content":"<html><head></head><body><p>The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it's expected to find additional support on Friday.</p><p>The global forecast for the Asianmarketsis upbeat, with support expected from the oil and technology sectors. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.</p><p>The STI finished modestly higher on Thursday following gains from the financial shares, property stocks and industrial issues.</p><p>For the day, the index advanced 25.74 points or 0.83 percent to finish at the daily high of 3,129.40 after moving as low as 3,093.47. Volume was 1.2 billion shares worth 944.3 million Singapore dollars. There were 249 gainers and 201 decliners.</p><p>Among the actives, Ascendas REIT improved 0.70 percent, while CapitaLand Integrated Commercial Trust rallied 1.46 percent, CapitaLand Investment jumped 1.58 percent, City Developments surged 1.93 percent, Comfort DelGro strengthened 1.45 percent, DBS Group and Oversea-Chinese Banking Corporation both rose 0.53 percent, Genting Singapore climbed 1.39 percent, Hongkong Land lost 0.40 percent, Keppel Corp advanced 1.24 percent, Mapletree Logistics Trust increased 0.57 percent, SATS added 1.04 percent, SembCorp Industries gained 0.71 percent, Singapore Exchange was up 0.32 percent, Singapore Technologies Engineering spiked 1.74 percent, SingTel soared 1.92 percent, United Overseas Bank collected 0.11 percent, Wilmar International skyrocketed 3.24 percent, Yangzijiang Financial dropped 1.22 percent, Yangzijiang Shipbuilding tumbled 1.61 percent and Mapletree Commercial Trust, Mapletree Industrial Trust, Thai Beverage, Frasers Logistics and Keppel DC REIT were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened solidly higher on Thursday and stayed that way throughout the session.</p><p>The Dow spiked 346.87 points or 1.12 percent to finish at 31,384.55, while the NASDAQ surged 259.49 points or 2.28 percent to end at 11,621.35 and the S&P 500 jumped 57.54 points or 1.50 percent to close at 3,902.62.</p><p>The higher open on Wall Street came as traders continued to digest the minutes from the Federal Reserve's June meeting, which all but assured another significant rate hike in the Fed's bid to bring down inflation.</p><p>In economic news, the Commerce Department said the U.S. trade deficit narrowed less than expected in May, while the Labor Department reported that initial jobless claims rose more than expected.</p><p>The closely watched non-farm payroll report for June is due out from the Labor Department later today.</p><p>Crude oil futures settled higher on Thursday, regaining ground after two days of losses. Data showing a decline in gasoline supply last week, and the dollar's weakness supported oil prices. West Texas Intermediate Crude oil futures for August ended higher by $4.20 or 4.3 percent at $102.73 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>Singapore Stock Market Tipped To Open In The Green</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\">\nSingapore Stock Market Tipped To Open In The Green\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 08:06 GMT+8 <a href=https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.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 on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it'...</p>\n\n<a href=\"https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3295251/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129147777","content_text":"The Singapore stock market on Thursday snapped the two-day slide in which it had slipped almost 20 points or 0.6 percent. The Straits Times Index now rests just beneath the 3,130-point plateau and it's expected to find additional support on Friday.The global forecast for the Asianmarketsis upbeat, with support expected from the oil and technology sectors. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.The STI finished modestly higher on Thursday following gains from the financial shares, property stocks and industrial issues.For the day, the index advanced 25.74 points or 0.83 percent to finish at the daily high of 3,129.40 after moving as low as 3,093.47. Volume was 1.2 billion shares worth 944.3 million Singapore dollars. There were 249 gainers and 201 decliners.Among the actives, Ascendas REIT improved 0.70 percent, while CapitaLand Integrated Commercial Trust rallied 1.46 percent, CapitaLand Investment jumped 1.58 percent, City Developments surged 1.93 percent, Comfort DelGro strengthened 1.45 percent, DBS Group and Oversea-Chinese Banking Corporation both rose 0.53 percent, Genting Singapore climbed 1.39 percent, Hongkong Land lost 0.40 percent, Keppel Corp advanced 1.24 percent, Mapletree Logistics Trust increased 0.57 percent, SATS added 1.04 percent, SembCorp Industries gained 0.71 percent, Singapore Exchange was up 0.32 percent, Singapore Technologies Engineering spiked 1.74 percent, SingTel soared 1.92 percent, United Overseas Bank collected 0.11 percent, Wilmar International skyrocketed 3.24 percent, Yangzijiang Financial dropped 1.22 percent, Yangzijiang Shipbuilding tumbled 1.61 percent and Mapletree Commercial Trust, Mapletree Industrial Trust, Thai Beverage, Frasers Logistics and Keppel DC REIT were unchanged.The lead from Wall Street is broadly positive as the major averages opened solidly higher on Thursday and stayed that way throughout the session.The Dow spiked 346.87 points or 1.12 percent to finish at 31,384.55, while the NASDAQ surged 259.49 points or 2.28 percent to end at 11,621.35 and the S&P 500 jumped 57.54 points or 1.50 percent to close at 3,902.62.The higher open on Wall Street came as traders continued to digest the minutes from the Federal Reserve's June meeting, which all but assured another significant rate hike in the Fed's bid to bring down inflation.In economic news, the Commerce Department said the U.S. trade deficit narrowed less than expected in May, while the Labor Department reported that initial jobless claims rose more than expected.The closely watched non-farm payroll report for June is due out from the Labor Department later today.Crude oil futures settled higher on Thursday, regaining ground after two days of losses. Data showing a decline in gasoline supply last week, and the dollar's weakness supported oil prices. West Texas Intermediate Crude oil futures for August ended higher by $4.20 or 4.3 percent at $102.73 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079716069,"gmtCreate":1657241318351,"gmtModify":1676535976630,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079716069","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","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":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</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, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</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-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\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\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","GOOGL":"谷歌A","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","SDOW":"三倍做空道指30ETF-ProShares","BK4503":"景林资产持仓",".DJI":"道琼斯","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","DDM":"2倍做多道指ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4566":"资本集团","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4554":"元宇宙及AR概念","DOG":"道指ETF-ProShares做空","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4538":"云计算","TQQQ":"纳指三倍做多ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4507":"流媒体概念","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","BK4532":"文艺复兴科技持仓","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4573":"虚拟现实","DJX":"1/100道琼斯","IVV":"标普500ETF-iShares","OEX":"标普100","GOOG":"谷歌","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"NQmain":0.6,".DJI":0.9,"TQQQ":0.6,"ESmain":0.6,"IVV":0.6,"SQQQ":0.6,".SPX":0.9,"DXD":0.6,"PSQ":0.6,"OEF":0.6,"UPRO":0.6,"QQQ":0.6,"GOOG":0.9,"GOOGL":0.64,"DDM":0.6,"QLD":0.6,"SDS":0.6,"SH":0.6,".IXIC":0.9,"QID":0.6,"SPY":0.64,"SSO":0.6,"OEX":0.6,"DOG":0.6,"UDOW":0.6,"DJX":0.6,"SDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079098754,"gmtCreate":1657117835778,"gmtModify":1676535952405,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079098754","repostId":"2249597532","repostType":4,"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079098673,"gmtCreate":1657117814592,"gmtModify":1676535952395,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079098673","repostId":"1151256214","repostType":4,"isVote":1,"tweetType":1,"viewCount":3465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047283110,"gmtCreate":1656925718530,"gmtModify":1676535916895,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/087df935f141237e1af69b19ab4f022b","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047283110","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047283042,"gmtCreate":1656925646086,"gmtModify":1676535916887,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047283042","repostId":"1197506915","repostType":4,"repost":{"id":"1197506915","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656924111,"share":"https://ttm.financial/m/news/1197506915?lang=&edition=fundamental","pubTime":"2022-07-04 16:41","market":"us","language":"en","title":"Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197506915","media":"Tiger Newspress","summary":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investmen","content":"<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening," Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support," economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war "has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance," the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</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>Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022</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\">\nTiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-04 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening," Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support," economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war "has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance," the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","UBS":"瑞银","MS":"摩根士丹利","C":"花旗","BAC":"美国银行","DB":"德意志银行","WFC":"富国银行","GS":"高盛"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197506915","content_text":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.Citi: Global Equities and Bonds May Make Modest Gains for the Rest of 2022The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.Goldman Sachs: It Sees 30% Chance of U.S. Recession Next YearIt forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.\"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,\" Goldman said.It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.\"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,\" economists at Goldman added.BofA: U.S. Economy Has 40% Chance of Being in Recession Next YearBofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.\"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up\"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.The spike in energy prices amid the Russia-Ukraine war \"has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,\" the economists wrote.Deutsche Bank: We Have 50% Likelihood of a Recession GloballyDeutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to RecessionIt reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and FragileIt anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”UBS: The Odds of a Hard Landing for the U.S. Economy Are RisingUBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.","news_type":1,"symbols_score_info":{"JPM":0.9,"C":0.9,"WFC":0.9,"MS":0.9,"UBS":0.9,"BAC":0.9,"DB":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042513194,"gmtCreate":1656496922118,"gmtModify":1676535840574,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>yes","text":"$Grab Holdings(GRAB)$yes","images":[{"img":"https://community-static.tradeup.com/news/29f9568f613c97ca26acac497bd319ff","width":"1080","height":"3433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042513194","isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042513084,"gmtCreate":1656496878148,"gmtModify":1676535840566,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"ok//<a href=\"https://laohu8.com/U/3578790486524477\">@hphoa</a>:Kk","listText":"ok//<a href=\"https://laohu8.com/U/3578790486524477\">@hphoa</a>:Kk","text":"ok//@hphoa:Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042513084","repostId":"1139905543","repostType":4,"repost":{"id":"1139905543","kind":"news","pubTimestamp":1656492150,"share":"https://ttm.financial/m/news/1139905543?lang=&edition=fundamental","pubTime":"2022-06-29 16:42","market":"us","language":"en","title":"Occidental Petroleum Stock Rallies Are Opportunities to Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=1139905543","media":"investorplace","summary":"Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billi","content":"<div>\n<p>Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two ...</p>\n\n<a href=\"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/\">Web Link</a>\n\n</div>\n","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>Occidental Petroleum Stock Rallies Are Opportunities to Exit</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\">\nOccidental Petroleum Stock Rallies Are Opportunities to Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 16:42 GMT+8 <a href=https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two ...</p>\n\n<a href=\"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"https://investorplace.com/2022/06/occidental-petroleum-stock-rallies-are-opportunities-to-exit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139905543","content_text":"Occidental Petroleum(OXY) stock's theme has become too popular.Investors are blindly chasing a billionaire lead.The trade is to fade the rally from here, not continue to try harder.In the last two weeks, I’ve fielded a question often enough that it deserves its own write-up. This year, the oil trade has been extremely popular. And up until recently, it has been profitable for the bulls. But last week, their party suffered a serious setback. Occidental Petroleum(NYSE:OXY), for example, abruptly fell 25%.Today, I will answer the question if it is time to buy the dip in OXY stock. Spoiler alert; the answer is no. But this is nothing against the company itself. The rhetoric from the oil experts was too unanimous. As a result, expectations have risen to a near impossible level.TickerCompanyPriceOXYOccidental Petroleum Corporation$62.10The Buffet EffectEvery Sunday, I hold a weekly free webinar in which I review 150 charts by request. Over the last two weeks, the list had more oil stock questions than ever before. OXY is always at the top of the list, followed byExxon(NYSE:XOM) andChevron(NYSE:CVX). I can personally vouch for the quality of the latter two. And apparently, Mr. Warren Buffet’s team loves OXY stock. Regardless, my apprehension for owning the stock comes from the narrative.If it spikes, I am looking to re-short it, like I did in early June. There are warning signs of buyer exhaustion. I could not recently rally even on news thatMr. Buffet added to his position. Frankly, he is going against his mantra. Normally, he preaches being cautious when everyone is greedy. In this case, he is making everyone greedy because of his accumulation of it. The difference is that we cannot trade like a billionaire. His goal is not to profit from the stock price. He’s probably looking to own the company’s cash flow eventually.What is dangerous here is that not enough people are considering that the correction has just begun. There is a realistic technical scenario that places OXY stock near $45 per share. This would become a target if OXY stock falls below $54.30. The bulls will have a last chance effort at $51.70, but then it’s game over. The February rally was too violent and may have created a weak pocket that needs revisiting. I would not advise shorting it immediately. Wait until more ticks unfold this and next week.How I Will Trade OXY StockFrom a trading perspective, if OXY rekindles it upside trajectory, I would repurchase put options. That worked like a charm recently and it paid us seven times our investment. I have enough profits in pocket to brave another. I also did the same with XOM andUnited States Oil Fund(NYSEARCA:USO) stocks. The levels I would deem short-able are near $65, or even better near $70 per share.Once again, I’d like to point out that I don’t have much beef with the quality of the company. I’ve taken issue with the oil rhetoric, which was the cause for the immensely unreasonable rally. The OXY stock metrics are this good now only because of the higher commodity prices. This is not an explosion in production story. They last reported a huge$2.13 increase to income per share. However, production was only up 1.6% compared to last year’s. This is by definition a temporary situation, so it’s risky to assume it will persist.Experts would have us believe that demand for energy is exploding. But in reality,demand is still below pre-pandemic levels. In addition, all major car manufacturers have committed to killing fossil fuel projects. If that’s the case, then the demand curve is about to take a tumble. It’s not an opinion, but a mathematical fact. Add to this that environmental, social and governance investing is now crossing over from fad to global laws. Oil consumption is a dying theme, so rallies should be opportunities to exit stocks, not chase.","news_type":1,"symbols_score_info":{"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042519514,"gmtCreate":1656496861938,"gmtModify":1676535840558,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042519514","repostId":"2247335031","repostType":4,"repost":{"id":"2247335031","kind":"highlight","pubTimestamp":1656515616,"share":"https://ttm.financial/m/news/2247335031?lang=&edition=fundamental","pubTime":"2022-06-29 23:13","market":"hk","language":"en","title":"Alibaba: 5 Reasons To Buy, 2 Reasons To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2247335031","media":"Seekingalpha","summary":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli","content":"<html><head></head><body><h2>Introduction</h2><p>Alibaba (NYSE:BABA) (OTCPK:BABAF) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.</p><p>After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.</p><h2>5 Reasons To Buy Alibaba</h2><ul><li><b>Solid Business Fundamentals</b></li></ul><p>In Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.</p><p></p><p><img src=\"https://static.tigerbbs.com/35f832b08e66d361bbb5c51f7355f977\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>In recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.</p><p></p><p><img src=\"https://static.tigerbbs.com/b4b8f7d033c114324988b2dc1f3407c8\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>With roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).</p><p></p><p><img src=\"https://static.tigerbbs.com/52a65cd79cb85db43d377e4030d3f406\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>According to Alibaba's Deputy CFO, Toby Xu -</p><blockquote>The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.</blockquote><p>I agree with Toby. Let's find out why.</p><ul><li><b>Dirt Cheap Valuations</b></li></ul><p>When I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).</p><p></p><p><img src=\"https://static.tigerbbs.com/97154790c41df6813966a9c0226a5d43\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Honestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).</p><ul><li><b>Improving Quant Factor Grades</b></li></ul><p>After the recent run-up in Alibaba's stock, its momentum factor grade has improved from "C-" to "B+". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.</p><p></p><p><img src=\"https://static.tigerbbs.com/8c7da606c3f053f0884d0de15d76984d\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Quant Rating</p><p>With profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.</p><ul><li><b>A Trend Reversal On The Technical Charts</b></li></ul><p>Alibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.</p><p></p><p><img src=\"https://static.tigerbbs.com/da230de0660c27b79cb293f0e3a75813\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>On 25th May 2022, I wrote the following:</p><blockquote>As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.</blockquote><p>Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).</p><ul><li><b>Signs of regulatory policy relaxation</b></li></ul><p>Over the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.</p><h2>2 Reasons To Sell Alibaba</h2><p>Considering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.</p><ul><li><b>Poor Macroeconomic Environment</b></li></ul><p>Like most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.</p><ul><li><b>Potential Delisting in the US</b></li></ul><p>While Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].</p><h2>Bottom Line</h2><p>Even after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a "Buy". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.</p><p><b>Key Takeaway:</b> I rate Alibaba a strong buy at $117.</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>Alibaba: 5 Reasons To Buy, 2 Reasons To Sell</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\">\nAlibaba: 5 Reasons To Buy, 2 Reasons To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 23:13 GMT+8 <a href=https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-...</p>\n\n<a href=\"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247335031","content_text":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.5 Reasons To Buy AlibabaSolid Business FundamentalsIn Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.YChartsIn recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.YChartsWith roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).YChartsAccording to Alibaba's Deputy CFO, Toby Xu -The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.I agree with Toby. Let's find out why.Dirt Cheap ValuationsWhen I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).YChartsHonestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).Improving Quant Factor GradesAfter the recent run-up in Alibaba's stock, its momentum factor grade has improved from \"C-\" to \"B+\". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.Seeking Alpha Quant RatingWith profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.A Trend Reversal On The Technical ChartsAlibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.On 25th May 2022, I wrote the following:As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).Signs of regulatory policy relaxationOver the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.2 Reasons To Sell AlibabaConsidering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.Poor Macroeconomic EnvironmentLike most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.Potential Delisting in the USWhile Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].Bottom LineEven after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a \"Buy\". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.Key Takeaway: I rate Alibaba a strong buy at $117.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":3108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042519818,"gmtCreate":1656496828434,"gmtModify":1676535840558,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"htmlText":"Please like and comment. Thanks ","listText":"Please like and comment. Thanks ","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042519818","repostId":"2247096749","repostType":4,"isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}