Like_老虎社区_美港股上老虎

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":606233421,"tweetId":"606233421","gmtCreate":1638882744834,"gmtModify":1638882789413,"author":{"id":3578295948186506,"idStr":"3578295948186506","authorId":3578295948186506,"authorIdStr":"3578295948186506","name":"Kevineng","avatar":"https://static.tigerbbs.com/79c160f305341022220b9e214c9d4fcf","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606233421","repostId":2189631205,"repostType":2,"repost":{"id":"2189631205","pubTimestamp":1638880736,"share":"https://www.laohu8.com/m/news/2189631205?lang=&edition=full","pubTime":"2021-12-07 20:38","market":"us","language":"en","title":"Instead of chasing momentum stocks into the graveyard, do this instead, strategist says","url":"https://stock-news.laohu8.com/highlight/detail?id=2189631205","media":"MarketWatch","summary":"Last year's winners haven't been doing so hot. On Monday, the ARK Innovation ETF (ARKK), which surge","content":"<p>Last year's winners haven't been doing so hot. On Monday, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK), which surged 153% in 2020, closed higher for only the second time in 14 sessions, and has dropped 24% this year. \"We believe you should invest based on what you see, and what you see is high multiple, unprofitable tech get slaughtered with the selling starting to seep into other areas,\" says Matthew Tuttle, the chief executive and chief investment officer at Tuttle Capital Management.</p>\n<p>Michael Darda, chief economist and market strategist at MKM Partners, has a similar warning, but first he wanted to give a reality check. After the Powell Pivot and the signal the head of the Federal Reserve likely supports faster tapering, he says some investors are worried the central bank may tighten too much. \"There is virtually no evidence that the Fed is getting in front of the curve in a destabilizing way,\" replies Darda. \"Bond market inflation expectations pulling back from 'too high' levels to 'still elevated' levels relative to an average 2% per annum path for inflation do not represent a material tightening in monetary policy.\"</p>\n<p><img src=\"https://static.tigerbbs.com/1485c25b0f967b0c4b9b911009c69575\" tg-width=\"700\" tg-height=\"441\" width=\"100%\" height=\"auto\"></p>\n<p>The last time the labor market was near current levels of utilization, real interest rates were 2 percentage points higher, he notes. The breakdown in the relationship between metals and gold, and the 10-year Treasury yield, is more evidence of distortions in the bond market, he adds. \"If the bottom were suddenly falling out of global and/or domestic industrial demand, the resilience of metals to gold would be highly unlikely,\" he says.</p>\n<p>Despite monetary policy that is as loose as a goose, Darda still warns that assets that are priced for perfection against record profits and liquidity could falter for any number of reasons, which already is happening for the highest valued names in the Nasdaq-100.</p>\n<p>\"We continue to take an upbeat view on the reopening stocks which have been crushed and also small cap value,\" says Darda. \"We remain bearish on hyper-valued growth. Back in the old days, high valuations used to mean lower expected future returns. Blinded by liquidity and false expectations of the proverbial Fed put, we fear that some investors are chasing momentum into the graveyard.\"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Instead of chasing momentum stocks into the graveyard, do this instead, strategist says</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\">\nInstead of chasing momentum stocks into the graveyard, do this instead, strategist says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/instead-of-chasing-momentum-stocks-into-the-graveyard-do-this-instead-strategist-says-11638878393?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year's winners haven't been doing so hot. On Monday, the ARK Innovation ETF (ARKK), which surged 153% in 2020, closed higher for only the second time in 14 sessions, and has dropped 24% this year...</p>\n\n<a href=\"https://www.marketwatch.com/story/instead-of-chasing-momentum-stocks-into-the-graveyard-do-this-instead-strategist-says-11638878393?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","BK4116":"互联网服务与基础架构","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4141":"半导体产品","VIR":"Vir Biotechnology, Inc.","BK4551":"寇图资本持仓","BK4544":"ARK ETF合集","MDB":"MongoDB Inc.","BK4512":"苹果概念","GSK.UK":"葛兰素史克","TSLA":"特斯拉","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","GSK":"葛兰素史克","BK4007":"制药","BK4535":"淡马锡持仓"},"source_url":"https://www.marketwatch.com/story/instead-of-chasing-momentum-stocks-into-the-graveyard-do-this-instead-strategist-says-11638878393?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189631205","content_text":"Last year's winners haven't been doing so hot. On Monday, the ARK Innovation ETF (ARKK), which surged 153% in 2020, closed higher for only the second time in 14 sessions, and has dropped 24% this year. \"We believe you should invest based on what you see, and what you see is high multiple, unprofitable tech get slaughtered with the selling starting to seep into other areas,\" says Matthew Tuttle, the chief executive and chief investment officer at Tuttle Capital Management.\nMichael Darda, chief economist and market strategist at MKM Partners, has a similar warning, but first he wanted to give a reality check. After the Powell Pivot and the signal the head of the Federal Reserve likely supports faster tapering, he says some investors are worried the central bank may tighten too much. \"There is virtually no evidence that the Fed is getting in front of the curve in a destabilizing way,\" replies Darda. \"Bond market inflation expectations pulling back from 'too high' levels to 'still elevated' levels relative to an average 2% per annum path for inflation do not represent a material tightening in monetary policy.\"\n\nThe last time the labor market was near current levels of utilization, real interest rates were 2 percentage points higher, he notes. The breakdown in the relationship between metals and gold, and the 10-year Treasury yield, is more evidence of distortions in the bond market, he adds. \"If the bottom were suddenly falling out of global and/or domestic industrial demand, the resilience of metals to gold would be highly unlikely,\" he says.\nDespite monetary policy that is as loose as a goose, Darda still warns that assets that are priced for perfection against record profits and liquidity could falter for any number of reasons, which already is happening for the highest valued names in the Nasdaq-100.\n\"We continue to take an upbeat view on the reopening stocks which have been crushed and also small cap value,\" says Darda. \"We remain bearish on hyper-valued growth. Back in the old days, high valuations used to mean lower expected future returns. Blinded by liquidity and false expectations of the proverbial Fed put, we fear that some investors are chasing momentum into the graveyard.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606233421"}