kctan
2021-05-24
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Cathie Wood says deflation will boost growth stocks next, buys more Coinbase
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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\">\nCathie Wood says deflation will boost growth stocks next, buys more Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 07:55 GMT+8 <a href=https://seekingalpha.com/news/3699291-inflation-cathie-wood-makes-the-case-for-deflation-boosting-growth-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Investment Management chief Cathie Wood says in ablogthat deflation should be high up on the list ofeconomic recovery concerns, rather than inflation, with a change of much-weaker-than-expected ...</p>\n\n<a href=\"https://seekingalpha.com/news/3699291-inflation-cathie-wood-makes-the-case-for-deflation-boosting-growth-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/news/3699291-inflation-cathie-wood-makes-the-case-for-deflation-boosting-growth-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1119299095","content_text":"ARK Investment Management chief Cathie Wood says in ablogthat deflation should be high up on the list ofeconomic recovery concerns, rather than inflation, with a change of much-weaker-than-expected nominal GDP growth.\nThat, in turn, should set the stage for the next leg up in innovation stocks that have underperformed this year as cash rotated to value, Wood argues.\nYear to date, the flagship ARK Innovation ETF(NYSEARCA:ARKK) is down 14.4%, the ARK Next Generation Internet ETF(NYSEARCA:ARKW)is off 10.8%, the ARK Fintech Innovation ETF(NYSEARCA:ARKF)is down 4% and the ARK Genomic Revolution ETF(BATS:ARKG)has lost 16%.\n\n\"Understandably, given the massive monetary and fiscal stimulus in the global economy, most economists and strategists are weighing the odds of inflation, but we are focused on the risks of deflation, some but not all of which would be bad news,\" Wood writes.\nThe bad deflation would come from \"short-term oriented, risk-averse shareholders,\" singed by the Financial Crisis and tech and telecom bubbles, that force companies to concentrate too much on buybacks, dividends and boosting earnings at the expense of innovation, she says.\n\"If we are correct in our assessment that the risk to the outlook is deflation, not inflation, then nominal GDP growth is likely to be much lower than expected, suggesting that scarce double-digit growth opportunities will be rewarded accordingly,\" Wood concludes. \"Growth stocks in general and innovation-driven stocks in particular should the prime beneficiaries.\"\nLatest trades.ARK continues to load up on Coinbase(NASDAQ:COIN), which fell more than 13% this past week amid the crypto selloff.\nIt bought 223,181 shares for ARKK and ARKW, adding to the more than$1B in shares it already owns.\nWood said this past week Bitcoin (BTC-USD) can still go to $500K andalso gave her take on why Elon Musk made an about-face in accepting Bitcoin to buy Teslas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/131004872"}
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