Adrian88
2022-02-09
Ok
Cathie Wood: ‘We don’t have an inflation problem’
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
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":631023500,"tweetId":"631023500","gmtCreate":1644394211630,"gmtModify":1644394211843,"author":{"id":4089878444731060,"idStr":"4089878444731060","authorId":4089878444731060,"authorIdStr":"4089878444731060","name":"Adrian88","avatar":"https://static.tigerbbs.com/e6c821844139b158ef20aa398c55abd1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/631023500","repostId":2210336205,"repostType":4,"repost":{"id":"2210336205","kind":"news","pubTimestamp":1644388513,"share":"https://www.laohu8.com/m/news/2210336205?lang=&edition=full","pubTime":"2022-02-09 14:35","market":"us","language":"en","title":"Cathie Wood: ‘We don’t have an inflation problem’","url":"https://stock-news.laohu8.com/highlight/detail?id=2210336205","media":"Seeking Alpha","summary":"Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism","content":"<html><head></head><body><p>Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: "We don't have an inflation problem." </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aa9cf7ba62c0f5b3e95b3b4acf91d86\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"/><span>metamorworks/iStock via Getty Images</span></p><p>In minimizing the threat from rising prices, the asset manager has gone against the popular consensus on inflation. To make her point, Wood highlighted two variables, productivity and the oil market.</p><p>Wood noted that recent unit labor cost data showed only a 0.3% increase in Q4. This moderate advance came as a result of productivity gains in the fourth quarter.</p><p>Wood argued that market watchers tend to undervalue you the impact of productivity gains on long-term inflation. She pointed to recent wage data that showed an approximately 5% rise in average hourly earnings. In her estimation, this figure is likely closer to a 3% increase in real terms, due to higher productivity for workers compared to last year.</p><p>Wood stated: "I think not taking into account productivity is going to cause a serious miscalculation in terms of what's going to happen to inflation."</p><p>The second variable is oil. Wood acknowledged the fact that crude had appreciated to a level above $90/bbl. However, she contended that this spike in prices become self-correcting, as it will invite supply back into the market, eventually balancing out the inflation equation.</p><p>In 2019 U.S. oil production peaked at 12.3M barrels per day according to Wood, making the country the largest energy producer globally. Wood mentioned that "it appears in 2022 we will be going up to roughly 12 million barrels per day and in 2023 up 12.6M barrels per day."</p><p>Below are Wood's six actively managed ETFs, along with their YTD performance:</p><p><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:ARKK) -23.4%, <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:ARKF) -23.8%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -15.9%, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:ARKW) -22.1%, <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:ARKG) -19.9%, and ARK Space Exploration ETF (BATS:ARKX) -13.3%.</p><p>Furthermore, Wood intends to launch the ARK Venture Fund, which is aimed to provide exposure to less liquid markets through an unlisted closed-end fund.</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>Cathie Wood: ‘We don’t have an inflation problem’</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\">\nCathie Wood: ‘We don’t have an inflation problem’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 14:35 GMT+8 <a href=https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: \"We don't have an inflation ...</p>\n\n<a href=\"https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF",".SPX":"S&P 500 Index","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210336205","content_text":"Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: \"We don't have an inflation problem.\" metamorworks/iStock via Getty ImagesIn minimizing the threat from rising prices, the asset manager has gone against the popular consensus on inflation. To make her point, Wood highlighted two variables, productivity and the oil market.Wood noted that recent unit labor cost data showed only a 0.3% increase in Q4. This moderate advance came as a result of productivity gains in the fourth quarter.Wood argued that market watchers tend to undervalue you the impact of productivity gains on long-term inflation. She pointed to recent wage data that showed an approximately 5% rise in average hourly earnings. In her estimation, this figure is likely closer to a 3% increase in real terms, due to higher productivity for workers compared to last year.Wood stated: \"I think not taking into account productivity is going to cause a serious miscalculation in terms of what's going to happen to inflation.\"The second variable is oil. Wood acknowledged the fact that crude had appreciated to a level above $90/bbl. However, she contended that this spike in prices become self-correcting, as it will invite supply back into the market, eventually balancing out the inflation equation.In 2019 U.S. oil production peaked at 12.3M barrels per day according to Wood, making the country the largest energy producer globally. Wood mentioned that \"it appears in 2022 we will be going up to roughly 12 million barrels per day and in 2023 up 12.6M barrels per day.\"Below are Wood's six actively managed ETFs, along with their YTD performance:ARK Innovation ETF (NYSEARCA:ARKK) -23.4%, ARK Fintech Innovation ETF (NYSEARCA:ARKF) -23.8%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -15.9%, ARK Next Generation Internet ETF (NYSEARCA:ARKW) -22.1%, ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG) -19.9%, and ARK Space Exploration ETF (BATS:ARKX) -13.3%.Furthermore, Wood intends to launch the ARK Venture Fund, which is aimed to provide exposure to less liquid markets through an unlisted closed-end fund.","news_type":1},"isVote":1,"tweetType":1,"viewCount":977,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/631023500"}
精彩评论