XuanCheng
2021-03-15
Comment and like plsss! TiA
Breakout or breakdown? Why the Nasdaq’s two decade leadership cycle may withstand rising rates
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
6
7
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":322986917,"tweetId":"322986917","gmtCreate":1615767448439,"gmtModify":1703492606446,"author":{"id":3574733449308397,"idStr":"3574733449308397","authorId":3574733449308397,"authorIdStr":"3574733449308397","name":"XuanCheng","avatar":"https://static.tigerbbs.com/41b6cec94c3af2e6cd0e5a930ba6b95b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":214,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Comment and like plsss! TiA</p></body></html>","htmlText":"<html><head></head><body><p>Comment and like plsss! TiA</p></body></html>","text":"Comment and like plsss! TiA","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/322986917","repostId":1199092369,"repostType":4,"repost":{"id":"1199092369","kind":"news","pubTimestamp":1615766818,"share":"https://www.laohu8.com/m/news/1199092369?lang=&edition=full","pubTime":"2021-03-15 08:06","market":"us","language":"en","title":"Breakout or breakdown? Why the Nasdaq’s two decade leadership cycle may withstand rising rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1199092369","media":"cnbc","summary":"The Leuthold Group’s Jim Paulsen has a message for investors: Don’t give up on Big Tech.\nAccording t","content":"<div>\n<p>The Leuthold Group’s Jim Paulsen has a message for investors: Don’t give up on Big Tech.\nAccording to the firm’s chief investment strategist, Nasdaq volatility associated with rising Treasury Note ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/14/nasdaq-breakdown-fears-are-overblown-leutholds-jim-paulsen.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Breakout or breakdown? Why the Nasdaq’s two decade leadership cycle may withstand rising rates</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\">\nBreakout or breakdown? Why the Nasdaq’s two decade leadership cycle may withstand rising rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 08:06 GMT+8 <a href=https://www.cnbc.com/2021/03/14/nasdaq-breakdown-fears-are-overblown-leutholds-jim-paulsen.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Leuthold Group’s Jim Paulsen has a message for investors: Don’t give up on Big Tech.\nAccording to the firm’s chief investment strategist, Nasdaq volatility associated with rising Treasury Note ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/14/nasdaq-breakdown-fears-are-overblown-leutholds-jim-paulsen.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/03/14/nasdaq-breakdown-fears-are-overblown-leutholds-jim-paulsen.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1199092369","content_text":"The Leuthold Group’s Jim Paulsen has a message for investors: Don’t give up on Big Tech.\nAccording to the firm’s chief investment strategist, Nasdaq volatility associated with rising Treasury Note yields may not be enough to permanently derail its two decade leadership cycle.\n“It’s quite a coincidence that that same peak we had three weeks ago in both the Nasdaq and S&P 500 technology index... to the overall S&P occurred also right on the same level as the dot-com top a little over 20 years ago,” Paulsen told CNBC’s “Trading Nation” on Friday. “That relative high has been enforced ever since.”\nIn a recent note to clients, Paulsen tackled whether growth plays, which include Big Tech, were “peaking out” or “breaking out.” He found support for both scenarios. But Paulsen believes it’s more likely the group will endure through higher rates.\n“It might have less to do with yields than it does with just facing a glass ceiling,” he added. “I’mnot totally convinced that we’re breaking down. We might just be hitting the ceiling, bouncing down for a minute and maybe going to take it out yet at some point here in the future.”\nPaulsen contends Big Tech and growth, which he classifies as “New-Era” stocks, will retain their attractiveness to investors.\n“If it does ultimately achieve a new relative-price high, might its leadership persevere and perhaps even strengthen? That is what happened the last two times the Nasdaq spent multiple years as an underperformer,” he wrote.\nDespite his optimism, Paulsen acknowledges it’s reasonable to expect a phase of underperformance, consolidation or even a temporary meltdown.\n“It’s important to realize that we’re just one year into this new economic expansion — probably both the expansion and the bull market are going to be a multi-year event in which tech will continue to play a fairly dominant role,” he said. “During the periods of time where cyclicality takes a hit and it’s going to in periods, I think tech is going to hold up your portfolio.”\nSo, Paulsen, who oversees about $1 billion in assets under management, isn’t bailing on Big Tech.\n“We’re underweighted tech, but not by a lot,” said Paulsen, who is overweight areas such as small caps, value and international stocks. “It’s likely to underperform over the next year as the economy really booms here, but I’m not totally sold that it will.”\nOn “Trading Nation” last September,Paulsen,a long-time market bull, recommended taking advantage of Wall Street pessimism while you still can. Since that appearance, the Nasdaq is up 20%, and he’s maintaining his enthusiasm.\n“It’s still going to be the leader of the future,” Paulsen said.\nThe Nasdaq dropped 0.6% to 13,319.87 on Friday as the benchmark 10-year Treasury Note yield hit 1.64%, its highest level in 13 months. But the tech heavy index, which is 6% off its all-time high, still ended the week up more than 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"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":23,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322986917"}
精彩评论