ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it

seekingalpha2021-10-20

ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the ...

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精彩评论

dw321
2021-10-20
dw321
Ok then
Boo2020
2021-10-20
Boo2020
K
donggzz
2021-10-20
donggzz
yes
- donggzz:
  ok

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For a more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.\n“In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest quarterly report.\nShe wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.\n“Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.\nShe predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.\nAs such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”\nThe financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"\nWood said that's creating opportunities in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":853035438,"gmtCreate":1634740919889,"gmtModify":1634741354205,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Ok then","listText":"Ok then","text":"Ok then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853035438","repostId":1118967513,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":859702306,"gmtCreate":1634730592581,"gmtModify":1634730596986,"author":{"id":"3572316669494636","authorId":"3572316669494636","name":"Boo2020","avatar":"https://static.tigerbbs.com/b9140860aa799166f7ff2aef054c4197","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859702306","repostId":1118967513,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":859706125,"gmtCreate":1634730488786,"gmtModify":1634730506777,"author":{"id":"4092913714708820","authorId":"4092913714708820","name":"donggzz","avatar":"https://static.tigerbbs.com/0e9f4ab88e1a9c17329a09492bc25522","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859706125","repostId":1118967513,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6264753,"gmtCreate":1634730494902,"gmtModify":1634730495003,"authorId":4092913714708820,"author":{"id":4092913714708820,"authorId":4092913714708820,"name":"donggzz","avatar":"https://static.tigerbbs.com/0e9f4ab88e1a9c17329a09492bc25522","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":859706125,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1118967513"}