SPGoh的个人主页 - 老虎社区

SPGoh

暂无个人介绍

IP属地：未知

89关注

9粉丝

0主题

0勋章

2021-11-24

Nice article

Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist

2021-10-03

Agreed. These are 3 good stocks to put in my watchlist

3 Unstoppable Stocks to Buy if There's a Stock Market Crash

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3556091585243116,"uuid":"3556091585243116","gmtCreate":1593011920582,"gmtModify":1593011920582,"name":"SPGoh","pinyin":"spgoh","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":89,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.21","exceedPercentage":"80.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":874006310,"gmtCreate":1637709093617,"gmtModify":1637709093717,"author":{"id":"3556091585243116","authorId":"3556091585243116","name":"SPGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874006310","repostId":"2185318384","repostType":4,"repost":{"id":"2185318384","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637675340,"share":"https://www.laohu8.com/m/news/2185318384?lang=&edition=full","pubTime":"2021-11-23 21:49","market":"us","language":"en","title":"Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2185318384","media":"Dow Jones","summary":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street loo","content":"<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>","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>Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist</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\">\nStick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-23 21:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","SCHW":"嘉信理财","BK4127":"投资银行业与经纪业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185318384","content_text":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.\nThe stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.\n\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.\nSo interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:\n\nOnto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.\nAnd while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:\n\nBut then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.\nHere are his four themes he says investors should bear in mind in the year ahead:\n\nConsider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.\nGo green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.\nBuybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.\nWatch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.\n\nThe chart\nDoug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:\n\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M$(SFT)$ $(MSFT)$ + Nvidia N(VDA) $(NVDA)$ -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.\nHe uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&P 500 at its highest since 2000:\n\nHe also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:\n\nAs some on Twitter responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867686905,"gmtCreate":1633253000955,"gmtModify":1633253001177,"author":{"id":"3556091585243116","authorId":"3556091585243116","name":"SPGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agreed. These are 3 good&nbsp;stocks to put in my watchlist&nbsp;","listText":"Agreed. These are 3 good&nbsp;stocks to put in my watchlist&nbsp;","text":"Agreed. These are 3 good stocks to put in my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867686905","repostId":"2172614079","repostType":4,"repost":{"id":"2172614079","pubTimestamp":1633236989,"share":"https://www.laohu8.com/m/news/2172614079?lang=&edition=full","pubTime":"2021-10-03 12:56","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy if There's a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2172614079","media":"Motley Fool","summary":"Short-term pain can lead to long-term gain for opportunistic investors.","content":"<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the <b>S&amp;P 500</b> (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.</p>\n<p>Unfortunately, all rallies eventually come to an end on Wall Street.</p>\n<p>Even though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and <a href=\"https://laohu8.com/S/AONE.U\">one</a> could be brewing.</p>\n<h2>A stock market crash could be coming</h2>\n<p>History offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&amp;P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.</p>\n<p>Another chief concern is valuation. The S&amp;P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&amp;P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.</p>\n<p>Rising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.</p>\n<p>There have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.</p>\n<p>And, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&amp;P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.</p>\n<h2>A crash would be the perfect time to buy these unstoppable stocks</h2>\n<p>While stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.</p>\n<p>If the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.</p>\n<h2>Mastercard</h2>\n<p>Although financial stocks are highly cyclical, payment-processing behemoth <b>Mastercard</b> (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.</p>\n<p>Believe it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.</p>\n<p>Mastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.</p>\n<p>Additionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.</p>\n<h2>NextEra Energy</h2>\n<p>For conservative investors who favor minimal volatility and steady income, electric utility stock <b>NextEra Energy</b> (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.</p>\n<p>The first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.</p>\n<p>What really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.</p>\n<p>Although these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.</p>\n<p>A final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.</p>\n<h2>Amazon</h2>\n<p>The third unstoppable stock to buy if a market crash occurs is dominant e-commerce player <b>Amazon</b> (NASDAQ:AMZN).</p>\n<p>When I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. <b>Walmart</b>&nbsp;is the second-largest online retailer by market share, and Amazon has more than five times its share.</p>\n<p>But Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.</p>\n<p>What's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.</p>\n<p>This is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.</p>","source":"fool_stock","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>3 Unstoppable Stocks to Buy if There's a Stock Market Crash</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\">\n3 Unstoppable Stocks to Buy if There's a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 12:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SH":"标普500反向ETF","MA":"万事达","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","AMZN":"亚马逊","OEX":"标普100","SDS":"两倍做空标普500ETF"},"source_url":"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172614079","content_text":"For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.\nUnfortunately, all rallies eventually come to an end on Wall Street.\nEven though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and one could be brewing.\nA stock market crash could be coming\nHistory offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.\nAnother chief concern is valuation. The S&P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.\nRising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.\nThere have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.\nAnd, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.\nA crash would be the perfect time to buy these unstoppable stocks\nWhile stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.\nIf the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.\nMastercard\nAlthough financial stocks are highly cyclical, payment-processing behemoth Mastercard (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.\nBelieve it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.\nMastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.\nAdditionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.\nNextEra Energy\nFor conservative investors who favor minimal volatility and steady income, electric utility stock NextEra Energy (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.\nThe first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.\nWhat really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.\nAlthough these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.\nA final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.\nAmazon\nThe third unstoppable stock to buy if a market crash occurs is dominant e-commerce player Amazon (NASDAQ:AMZN).\nWhen I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. Walmart is the second-largest online retailer by market share, and Amazon has more than five times its share.\nBut Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.\nWhat's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.\nThis is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867686905,"gmtCreate":1633253000955,"gmtModify":1633253001177,"author":{"id":"3556091585243116","authorId":"3556091585243116","name":"SPGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agreed. These are 3 good&nbsp;stocks to put in my watchlist&nbsp;","listText":"Agreed. These are 3 good&nbsp;stocks to put in my watchlist&nbsp;","text":"Agreed. These are 3 good stocks to put in my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867686905","repostId":"2172614079","repostType":4,"repost":{"id":"2172614079","pubTimestamp":1633236989,"share":"https://www.laohu8.com/m/news/2172614079?lang=&edition=full","pubTime":"2021-10-03 12:56","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy if There's a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2172614079","media":"Motley Fool","summary":"Short-term pain can lead to long-term gain for opportunistic investors.","content":"<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the <b>S&amp;P 500</b> (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.</p>\n<p>Unfortunately, all rallies eventually come to an end on Wall Street.</p>\n<p>Even though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and <a href=\"https://laohu8.com/S/AONE.U\">one</a> could be brewing.</p>\n<h2>A stock market crash could be coming</h2>\n<p>History offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&amp;P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.</p>\n<p>Another chief concern is valuation. The S&amp;P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&amp;P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.</p>\n<p>Rising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.</p>\n<p>There have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.</p>\n<p>And, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&amp;P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.</p>\n<h2>A crash would be the perfect time to buy these unstoppable stocks</h2>\n<p>While stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.</p>\n<p>If the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.</p>\n<h2>Mastercard</h2>\n<p>Although financial stocks are highly cyclical, payment-processing behemoth <b>Mastercard</b> (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.</p>\n<p>Believe it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.</p>\n<p>Mastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.</p>\n<p>Additionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.</p>\n<h2>NextEra Energy</h2>\n<p>For conservative investors who favor minimal volatility and steady income, electric utility stock <b>NextEra Energy</b> (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.</p>\n<p>The first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.</p>\n<p>What really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.</p>\n<p>Although these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.</p>\n<p>A final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.</p>\n<h2>Amazon</h2>\n<p>The third unstoppable stock to buy if a market crash occurs is dominant e-commerce player <b>Amazon</b> (NASDAQ:AMZN).</p>\n<p>When I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. <b>Walmart</b>&nbsp;is the second-largest online retailer by market share, and Amazon has more than five times its share.</p>\n<p>But Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.</p>\n<p>What's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.</p>\n<p>This is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.</p>","source":"fool_stock","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>3 Unstoppable Stocks to Buy if There's a Stock Market Crash</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\">\n3 Unstoppable Stocks to Buy if There's a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 12:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SH":"标普500反向ETF","MA":"万事达","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","AMZN":"亚马逊","OEX":"标普100","SDS":"两倍做空标普500ETF"},"source_url":"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172614079","content_text":"For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.\nUnfortunately, all rallies eventually come to an end on Wall Street.\nEven though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and one could be brewing.\nA stock market crash could be coming\nHistory offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.\nAnother chief concern is valuation. The S&P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.\nRising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.\nThere have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.\nAnd, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.\nA crash would be the perfect time to buy these unstoppable stocks\nWhile stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.\nIf the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.\nMastercard\nAlthough financial stocks are highly cyclical, payment-processing behemoth Mastercard (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.\nBelieve it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.\nMastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.\nAdditionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.\nNextEra Energy\nFor conservative investors who favor minimal volatility and steady income, electric utility stock NextEra Energy (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.\nThe first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.\nWhat really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.\nAlthough these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.\nA final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.\nAmazon\nThe third unstoppable stock to buy if a market crash occurs is dominant e-commerce player Amazon (NASDAQ:AMZN).\nWhen I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. Walmart is the second-largest online retailer by market share, and Amazon has more than five times its share.\nBut Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.\nWhat's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.\nThis is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874006310,"gmtCreate":1637709093617,"gmtModify":1637709093717,"author":{"id":"3556091585243116","authorId":"3556091585243116","name":"SPGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874006310","repostId":"2185318384","repostType":4,"repost":{"id":"2185318384","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637675340,"share":"https://www.laohu8.com/m/news/2185318384?lang=&edition=full","pubTime":"2021-11-23 21:49","market":"us","language":"en","title":"Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2185318384","media":"Dow Jones","summary":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street loo","content":"<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>","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>Stick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist</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\">\nStick to these stock themes in what could be a volatile 2022, says Charles Schwab's top strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-23 21:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.</p>\n<p>The stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.</p>\n<p>\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.</p>\n<p>So interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5523af8cb36029c6e2e2957eea1bc1\" tg-width=\"700\" tg-height=\"703\" referrerpolicy=\"no-referrer\"></p>\n<p>Onto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.</p>\n<p>And while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:</p>\n<p><img src=\"https://static.tigerbbs.com/3225be6ff40d868304067584d3fe5ae0\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>But then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.</p>\n<p>Here are his four themes he says investors should bear in mind in the year ahead:</p>\n<ul>\n <li>Consider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.</li>\n <li>Go green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.</li>\n <li>Buybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.</li>\n <li>Watch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.</li>\n</ul>\n<p>The chart</p>\n<p>Doug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:</p>\n<p>\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M<a href=\"https://laohu8.com/S/SFT\">$(SFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> + Nvidia N(VDA) <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.</p>\n<p>He uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&amp;P 500 at its highest since 2000:</p>\n<p><img src=\"https://static.tigerbbs.com/55b127991dd6bfa59ea9301e85f9ca39\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>He also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:</p>\n<p><img src=\"https://static.tigerbbs.com/f451bca17e0ca7913e2f27e899afb354\" tg-width=\"700\" tg-height=\"1560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As some on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","SCHW":"嘉信理财","BK4127":"投资银行业与经纪业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185318384","content_text":"A pre-Thanksgiving holiday dip for stocks, as some predicted, could be shaping up as Wall Street looks past some initial euphoria or relief over the reappointment of Federal Reserve Chairman Jerome Powell and toward prospects for higher interest rates and a faster tapering of the central bank's bond purchases.\nThe stock market has been the last to figure the latter out, notes Michael Kramer, founder of Mott Capital Management in a blog post. And he said stocks have also been slow to comprehend other concerns.\n\"You know, like a high valuation, slowing EPS growth, slowing global growth, a strengthening dollar, and tightening financial conditions,\" said Kramer.\nSo interest rates going up? Here's a chart from asset manager Lord Abbett, which lays out how some assets have reacted over time, with growth stocks and value not faring terribly:\n\nOnto our call of the day, from Charles Schwab's chief global investment strategist, Jeffrey Kleintop, who lays out the good and the bad that they see ahead in 2022. On the upside, he sees a still favorable backdrop for stocks as economies continue to grow, supporting a solid earnings outlook.\nAnd while some are worried about equity valuations, Kleintop tells clients in a note that those in the U.S. are above average, but not overly hot:\n\nBut then Kleintop admits admits it's not all smooth sailing ahead. \"In 2022, the favorable backdrop for global stocks may be accompanied by rising volatility as central banks begin to slowly hike rates,\" said Kleintop.\nHere are his four themes he says investors should bear in mind in the year ahead:\n\nConsider international stocks, which tend to outperform when global growth is above average as they are often more economically sensitive.\nGo green, with alternative energy and related green stocks like to benefit from related legislation from the U.S., Europe and China, so electric vehicles, renewable power generation, home energy efficiency and eco-friendly infrastructure. (Also read about EVs and ‘Made in America’ tax credits.) But Kleintop said also look in traditional utilities — semiconductors, electrical equipment, etc. — and from around the world, such as Spain, Denmark, Canada, Israel and Brazil.\nBuybacks were good for stocks in 2021, and they’re likely to help in 2022, he said. “In general, buybacks are seen by investors as a sign that a company has good cash flow and a strong balance sheet,” he said. Of course, the buyback theme could be short-lived, but “following the 2008-09 global recession, buybacks were a strong market theme for five years, outperforming the broad market during 2010-2014 in both the U.S. and Europe,” he said.\nWatch out for potential supply gluts. While shortages can cut into growth opportunities for companies, gluts can hurt expectations for growth as demand and prices drop. “Keeping an eye on inventories can be crucial to determining when and where gluts may form,” said Kleintop.\n\nThe chart\nDoug Kass, president of hedge fund Seabreeze Partners Management, has been voicing concerns over problems with market internals these days:\n\"Rarely in my investment career have I seen such a bifurcated market in which a handful of stocks (FAANG + Microsoft M$(SFT)$ $(MSFT)$ + Nvidia N(VDA) $(NVDA)$ -- let's call them the Generals -- are so materially outperforming the average stock (the soldiers),\" said Kass, in an email to clients.\nHe uses this chart from Charlie Bilello, founder and CEO of Compound Capital Advisors, showing the ratio of tech to the S&P 500 at its highest since 2000:\n\nHe also highlighs another chart from Bilello, showing that even some of those Nasdaq \"soldiers\" -- growth/tech/IPO/SPAC favorite -- taking it on the chin:\n\nAs some on Twitter responded to that chart, maybe the market correction has already happened and everyone should stop looking for it to happen in the major indexes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}