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Navybean
2021-12-11
Nothing surprising
UPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs
Navybean
2021-11-21
Hope Apple will walk the talk tpp
Apple tells workers they have right to discuss wages, working conditions
Navybean
2021-09-28
😅
Tech Wreck: "Secular Growth" Slammed By Soaring Rates, Negative Gamma
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Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and","content":"<p>Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.</p>\n<p>\"Thinking of quitting my jobs & becoming an influencer full-time wdyt,\" Musk said in the tweet, without elaborating.</p>\n<p>It was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.</p>\n<p>Musk, who is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company, said during a conference call in January that he expects to be the CEO of Tesla for \"several years.\"</p>\n<p>\"It would be nice to have a bit more free time on my hands as opposed to just working day and night, from when I wake up to when I go to sleep 7 days a week. Pretty intense.\"</p>\n<p>Last month, he asked his followers on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> whether he should sell 10% of his stake in the electric-car maker, to which the majority agreed. He has sold shares worth nearly $12 billion since.</p>\n<p>The billionaire is known for his Twitter banter and lively interactions with followers which have in the past raised regulatory and corporate governance questions, lawyers have said Musk was fined $20 million by the U.S. Securities and Exchange Commission for tweets in 2018 and was required to step down as chairman.</p>\n<p>Howard Fischer, a partner at law firm Moses & Singer, said he doubted Musk's latest tweets violated any rules because they were too vague.</p>\n<p>He added: \"I think that Musk’s social media comments are subject to a substantial discount, as it were, by the market, as compared to other executives.\" </p>","source":"yahoofinance","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>UPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs</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\">\nUPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-11 09:38 GMT+8 <a href=https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.\n\"Thinking of quitting my jobs ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2190620320","content_text":"Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.\n\"Thinking of quitting my jobs & becoming an influencer full-time wdyt,\" Musk said in the tweet, without elaborating.\nIt was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.\nMusk, who is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company, said during a conference call in January that he expects to be the CEO of Tesla for \"several years.\"\n\"It would be nice to have a bit more free time on my hands as opposed to just working day and night, from when I wake up to when I go to sleep 7 days a week. Pretty intense.\"\nLast month, he asked his followers on Twitter whether he should sell 10% of his stake in the electric-car maker, to which the majority agreed. He has sold shares worth nearly $12 billion since.\nThe billionaire is known for his Twitter banter and lively interactions with followers which have in the past raised regulatory and corporate governance questions, lawyers have said Musk was fined $20 million by the U.S. Securities and Exchange Commission for tweets in 2018 and was required to step down as chairman.\nHoward Fischer, a partner at law firm Moses & Singer, said he doubted Musk's latest tweets violated any rules because they were too vague.\nHe added: \"I think that Musk’s social media comments are subject to a substantial discount, as it were, by the market, as compared to other executives.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872129766,"gmtCreate":1637460324860,"gmtModify":1637460324986,"author":{"id":"3563946272109058","authorId":"3563946272109058","name":"Navybean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hope Apple will walk the talk tpp","listText":"Hope Apple will walk the talk tpp","text":"Hope Apple will walk the talk tpp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/872129766","repostId":"2184828242","repostType":4,"repost":{"id":"2184828242","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1637459850,"share":"https://www.laohu8.com/m/news/2184828242?lang=&edition=full","pubTime":"2021-11-21 09:57","market":"us","language":"en","title":"Apple tells workers they have right to discuss wages, working conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2184828242","media":"Reuters","summary":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy:","content":"<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</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>Apple tells workers they have right to discuss wages, working conditions</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; 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}\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\">\nApple tells workers they have right to discuss wages, working conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-21 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184828242","content_text":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.\nThe notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.\nIn a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.\n\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.\nA spokesperson for Apple declined to comment.\nApple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.\nBut employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.\nParrish, who was fired after playing a leading role in employee activism\nsaid she is hopeful that Apple's message will ease the path for others.\n\"The first step is making sure people are aware of their rights,\" she said.\nApple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"\nThe move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.\nEarlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on Twitter that she is leaving the company.\nScarlett filed a charge with the National Labor Relations Board\nalleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.\nScarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.\nApple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866533518,"gmtCreate":1632789358934,"gmtModify":1632797585754,"author":{"id":"3563946272109058","authorId":"3563946272109058","name":"Navybean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/866533518","repostId":"1122152725","repostType":4,"repost":{"id":"1122152725","pubTimestamp":1632788903,"share":"https://www.laohu8.com/m/news/1122152725?lang=&edition=full","pubTime":"2021-09-28 08:28","market":"us","language":"en","title":"Tech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma","url":"https://stock-news.laohu8.com/highlight/detail?id=1122152725","media":"zerohedge","summary":"'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to ","content":"<p>'Growth-heavy' Nasdaq has been <b>underperforming</b> significantly in recent days, especially relative to value-heavy Small Caps...</p>\n<p><img src=\"https://static.tigerbbs.com/453c176d2f7905544ad32c6861080813\" tg-width=\"1280\" tg-height=\"612\" width=\"100%\" height=\"auto\">And that trend is accelerating this morning as the pressure on yields continues to lean-on the heavyweight “Secular Growth” Tech contingent (weighing down S&P and Nasdaq relative to Dow and Small Caps). On the day, <b>Russell 2000 is up 1% and Nasdaq 100 down 1%</b>...</p>\n<p><img src=\"https://static.tigerbbs.com/4cf88e7653f89b0936296ba8a3011071\" tg-width=\"1280\" tg-height=\"731\" width=\"100%\" height=\"auto\">As Nomura's Charlie McEligott noted this morning,<b>real yields have been marching higher recently (5Y and 10Y TIPS yields least negative in 3 months), as it continues to look more like the broad Rates selloff has been a risk-premium trade</b>(due to increased uncertainty in holding the front- and belly- of USTs thanks to recent Fed policy updates w/ guidance faster taper + more hikes in the dot plot), as opposed to a view on heightened or accelerating growth- or inflation- expectations—particularly with the latter going nowhere but sideways since start June.</p>\n<blockquote>\n Juxtapose this then with the long-end, which relatively-speaking, has held in much firmer despite this broad UST sell-off, as the indicated Fed policy evolution has market participants pivoting back towards\n <b>a longer-term resumption of a “secular stagnation” worldview</b>, with slowing growth from tighter financial conditions increasingly priced-into even lower terminal rate pricing.\n</blockquote>\n<blockquote>\n There is then an important message here with regard to the move higher in nominal yields being more about real yields and “tight” Fed policy down the pipe (as well as the tactical drivers of +++ supply and seasonality), versus some\n <b>potentially misinterpreting the higher nominal yields as a pure read on “reflation” trade dynamics or that sentiment for “above trend growth” is picking back up again.</b>\n</blockquote>\n<p>Regardless of the “true” catalyst vs narratives, it’s<b>bearish for Bonds either way, and that is driving a thematic trade in Equities which has many nervous</b>- because most have legged-back into the duration-proxy “Growth” Equities vs reducing “Cyclical Value” over the course this past Quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/ebe6010165f05dc3e8d9b77b019b2a7d\" tg-width=\"1033\" tg-height=\"547\" width=\"100%\" height=\"auto\">Making matters worse for big-tech,<b>the \"nervous around Nasdaq / Secular Growth / Bond Proxies\" is exaggerated by the larger Index Vol picture, QQQs (Nasdaq) is in “negative Gamma” territory vs “spot” for Dealers and acting accordingly “jumpy”</b>(-$223.6mm, just 11.2%ile—flips positive back above $375.05 today in QQQ), while also “negative Delta” vs spot (-$2.3B, 20.8%Ile, flips positive back above $374.45).</p>\n<p><img src=\"https://static.tigerbbs.com/fd0ff8cb73fa0d796765294d2a46e2fd\" tg-width=\"1045\" tg-height=\"646\" width=\"100%\" height=\"auto\">In other words, brace.</p>\n<p>However, there is still hope broader US equity indices. McElligott notes that IF the Rates breakdown slows,<b>the S&P is currently “stable,” (not beaucoup, but ho-hum) back “long Gamma” vs spot</b>(+$3.6B, 39.7%ile, flips below 4374) as an insulating dynamic, while similarly lukewarm “long Delta” ($62.2B, 36.7%ile, flips negative below 4423).</p>","source":"lsy1583725640930","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>Tech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma</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\">\nTech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 08:28 GMT+8 <a href=https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to value-heavy Small Caps...\nAnd that trend is accelerating this morning as the pressure on yields ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122152725","content_text":"'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to value-heavy Small Caps...\nAnd that trend is accelerating this morning as the pressure on yields continues to lean-on the heavyweight “Secular Growth” Tech contingent (weighing down S&P and Nasdaq relative to Dow and Small Caps). On the day, Russell 2000 is up 1% and Nasdaq 100 down 1%...\nAs Nomura's Charlie McEligott noted this morning,real yields have been marching higher recently (5Y and 10Y TIPS yields least negative in 3 months), as it continues to look more like the broad Rates selloff has been a risk-premium trade(due to increased uncertainty in holding the front- and belly- of USTs thanks to recent Fed policy updates w/ guidance faster taper + more hikes in the dot plot), as opposed to a view on heightened or accelerating growth- or inflation- expectations—particularly with the latter going nowhere but sideways since start June.\n\n Juxtapose this then with the long-end, which relatively-speaking, has held in much firmer despite this broad UST sell-off, as the indicated Fed policy evolution has market participants pivoting back towards\n a longer-term resumption of a “secular stagnation” worldview, with slowing growth from tighter financial conditions increasingly priced-into even lower terminal rate pricing.\n\n\n There is then an important message here with regard to the move higher in nominal yields being more about real yields and “tight” Fed policy down the pipe (as well as the tactical drivers of +++ supply and seasonality), versus some\n potentially misinterpreting the higher nominal yields as a pure read on “reflation” trade dynamics or that sentiment for “above trend growth” is picking back up again.\n\nRegardless of the “true” catalyst vs narratives, it’sbearish for Bonds either way, and that is driving a thematic trade in Equities which has many nervous- because most have legged-back into the duration-proxy “Growth” Equities vs reducing “Cyclical Value” over the course this past Quarter.\nMaking matters worse for big-tech,the \"nervous around Nasdaq / Secular Growth / Bond Proxies\" is exaggerated by the larger Index Vol picture, QQQs (Nasdaq) is in “negative Gamma” territory vs “spot” for Dealers and acting accordingly “jumpy”(-$223.6mm, just 11.2%ile—flips positive back above $375.05 today in QQQ), while also “negative Delta” vs spot (-$2.3B, 20.8%Ile, flips positive back above $374.45).\nIn other words, brace.\nHowever, there is still hope broader US equity indices. McElligott notes that IF the Rates breakdown slows,the S&P is currently “stable,” (not beaucoup, but ho-hum) back “long Gamma” vs spot(+$3.6B, 39.7%ile, flips below 4374) as an insulating dynamic, while similarly lukewarm “long Delta” ($62.2B, 36.7%ile, flips negative below 4423).","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872129766,"gmtCreate":1637460324860,"gmtModify":1637460324986,"author":{"id":"3563946272109058","authorId":"3563946272109058","name":"Navybean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hope Apple will walk the talk tpp","listText":"Hope Apple will walk the talk tpp","text":"Hope Apple will walk the talk tpp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/872129766","repostId":"2184828242","repostType":4,"repost":{"id":"2184828242","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1637459850,"share":"https://www.laohu8.com/m/news/2184828242?lang=&edition=full","pubTime":"2021-11-21 09:57","market":"us","language":"en","title":"Apple tells workers they have right to discuss wages, working conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2184828242","media":"Reuters","summary":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy:","content":"<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</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>Apple tells workers they have right to discuss wages, working conditions</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\">\nApple tells workers they have right to discuss wages, working conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-21 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184828242","content_text":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.\nThe notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.\nIn a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.\n\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.\nA spokesperson for Apple declined to comment.\nApple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.\nBut employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.\nParrish, who was fired after playing a leading role in employee activism\nsaid she is hopeful that Apple's message will ease the path for others.\n\"The first step is making sure people are aware of their rights,\" she said.\nApple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"\nThe move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.\nEarlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on Twitter that she is leaving the company.\nScarlett filed a charge with the National Labor Relations Board\nalleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.\nScarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.\nApple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866533518,"gmtCreate":1632789358934,"gmtModify":1632797585754,"author":{"id":"3563946272109058","authorId":"3563946272109058","name":"Navybean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/866533518","repostId":"1122152725","repostType":4,"repost":{"id":"1122152725","pubTimestamp":1632788903,"share":"https://www.laohu8.com/m/news/1122152725?lang=&edition=full","pubTime":"2021-09-28 08:28","market":"us","language":"en","title":"Tech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma","url":"https://stock-news.laohu8.com/highlight/detail?id=1122152725","media":"zerohedge","summary":"'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to ","content":"<p>'Growth-heavy' Nasdaq has been <b>underperforming</b> significantly in recent days, especially relative to value-heavy Small Caps...</p>\n<p><img src=\"https://static.tigerbbs.com/453c176d2f7905544ad32c6861080813\" tg-width=\"1280\" tg-height=\"612\" width=\"100%\" height=\"auto\">And that trend is accelerating this morning as the pressure on yields continues to lean-on the heavyweight “Secular Growth” Tech contingent (weighing down S&P and Nasdaq relative to Dow and Small Caps). On the day, <b>Russell 2000 is up 1% and Nasdaq 100 down 1%</b>...</p>\n<p><img src=\"https://static.tigerbbs.com/4cf88e7653f89b0936296ba8a3011071\" tg-width=\"1280\" tg-height=\"731\" width=\"100%\" height=\"auto\">As Nomura's Charlie McEligott noted this morning,<b>real yields have been marching higher recently (5Y and 10Y TIPS yields least negative in 3 months), as it continues to look more like the broad Rates selloff has been a risk-premium trade</b>(due to increased uncertainty in holding the front- and belly- of USTs thanks to recent Fed policy updates w/ guidance faster taper + more hikes in the dot plot), as opposed to a view on heightened or accelerating growth- or inflation- expectations—particularly with the latter going nowhere but sideways since start June.</p>\n<blockquote>\n Juxtapose this then with the long-end, which relatively-speaking, has held in much firmer despite this broad UST sell-off, as the indicated Fed policy evolution has market participants pivoting back towards\n <b>a longer-term resumption of a “secular stagnation” worldview</b>, with slowing growth from tighter financial conditions increasingly priced-into even lower terminal rate pricing.\n</blockquote>\n<blockquote>\n There is then an important message here with regard to the move higher in nominal yields being more about real yields and “tight” Fed policy down the pipe (as well as the tactical drivers of +++ supply and seasonality), versus some\n <b>potentially misinterpreting the higher nominal yields as a pure read on “reflation” trade dynamics or that sentiment for “above trend growth” is picking back up again.</b>\n</blockquote>\n<p>Regardless of the “true” catalyst vs narratives, it’s<b>bearish for Bonds either way, and that is driving a thematic trade in Equities which has many nervous</b>- because most have legged-back into the duration-proxy “Growth” Equities vs reducing “Cyclical Value” over the course this past Quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/ebe6010165f05dc3e8d9b77b019b2a7d\" tg-width=\"1033\" tg-height=\"547\" width=\"100%\" height=\"auto\">Making matters worse for big-tech,<b>the \"nervous around Nasdaq / Secular Growth / Bond Proxies\" is exaggerated by the larger Index Vol picture, QQQs (Nasdaq) is in “negative Gamma” territory vs “spot” for Dealers and acting accordingly “jumpy”</b>(-$223.6mm, just 11.2%ile—flips positive back above $375.05 today in QQQ), while also “negative Delta” vs spot (-$2.3B, 20.8%Ile, flips positive back above $374.45).</p>\n<p><img src=\"https://static.tigerbbs.com/fd0ff8cb73fa0d796765294d2a46e2fd\" tg-width=\"1045\" tg-height=\"646\" width=\"100%\" height=\"auto\">In other words, brace.</p>\n<p>However, there is still hope broader US equity indices. McElligott notes that IF the Rates breakdown slows,<b>the S&P is currently “stable,” (not beaucoup, but ho-hum) back “long Gamma” vs spot</b>(+$3.6B, 39.7%ile, flips below 4374) as an insulating dynamic, while similarly lukewarm “long Delta” ($62.2B, 36.7%ile, flips negative below 4423).</p>","source":"lsy1583725640930","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>Tech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma</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\">\nTech Wreck: \"Secular Growth\" Slammed By Soaring Rates, Negative Gamma\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 08:28 GMT+8 <a href=https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to value-heavy Small Caps...\nAnd that trend is accelerating this morning as the pressure on yields ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/tech-wreck-secular-growth-slammed-soaring-rates-negative-gamma","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122152725","content_text":"'Growth-heavy' Nasdaq has been underperforming significantly in recent days, especially relative to value-heavy Small Caps...\nAnd that trend is accelerating this morning as the pressure on yields continues to lean-on the heavyweight “Secular Growth” Tech contingent (weighing down S&P and Nasdaq relative to Dow and Small Caps). On the day, Russell 2000 is up 1% and Nasdaq 100 down 1%...\nAs Nomura's Charlie McEligott noted this morning,real yields have been marching higher recently (5Y and 10Y TIPS yields least negative in 3 months), as it continues to look more like the broad Rates selloff has been a risk-premium trade(due to increased uncertainty in holding the front- and belly- of USTs thanks to recent Fed policy updates w/ guidance faster taper + more hikes in the dot plot), as opposed to a view on heightened or accelerating growth- or inflation- expectations—particularly with the latter going nowhere but sideways since start June.\n\n Juxtapose this then with the long-end, which relatively-speaking, has held in much firmer despite this broad UST sell-off, as the indicated Fed policy evolution has market participants pivoting back towards\n a longer-term resumption of a “secular stagnation” worldview, with slowing growth from tighter financial conditions increasingly priced-into even lower terminal rate pricing.\n\n\n There is then an important message here with regard to the move higher in nominal yields being more about real yields and “tight” Fed policy down the pipe (as well as the tactical drivers of +++ supply and seasonality), versus some\n potentially misinterpreting the higher nominal yields as a pure read on “reflation” trade dynamics or that sentiment for “above trend growth” is picking back up again.\n\nRegardless of the “true” catalyst vs narratives, it’sbearish for Bonds either way, and that is driving a thematic trade in Equities which has many nervous- because most have legged-back into the duration-proxy “Growth” Equities vs reducing “Cyclical Value” over the course this past Quarter.\nMaking matters worse for big-tech,the \"nervous around Nasdaq / Secular Growth / Bond Proxies\" is exaggerated by the larger Index Vol picture, QQQs (Nasdaq) is in “negative Gamma” territory vs “spot” for Dealers and acting accordingly “jumpy”(-$223.6mm, just 11.2%ile—flips positive back above $375.05 today in QQQ), while also “negative Delta” vs spot (-$2.3B, 20.8%Ile, flips positive back above $374.45).\nIn other words, brace.\nHowever, there is still hope broader US equity indices. McElligott notes that IF the Rates breakdown slows,the S&P is currently “stable,” (not beaucoup, but ho-hum) back “long Gamma” vs spot(+$3.6B, 39.7%ile, flips below 4374) as an insulating dynamic, while similarly lukewarm “long Delta” ($62.2B, 36.7%ile, flips negative below 4423).","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605547017,"gmtCreate":1639198972071,"gmtModify":1639198972329,"author":{"id":"3563946272109058","authorId":"3563946272109058","name":"Navybean","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nothing surprising ","listText":"Nothing surprising ","text":"Nothing surprising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/605547017","repostId":"2190620320","repostType":4,"repost":{"id":"2190620320","pubTimestamp":1639186716,"share":"https://www.laohu8.com/m/news/2190620320?lang=&edition=full","pubTime":"2021-12-11 09:38","market":"us","language":"en","title":"UPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs","url":"https://stock-news.laohu8.com/highlight/detail?id=2190620320","media":"Reuters","summary":"Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and","content":"<p>Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.</p>\n<p>\"Thinking of quitting my jobs & becoming an influencer full-time wdyt,\" Musk said in the tweet, without elaborating.</p>\n<p>It was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.</p>\n<p>Musk, who is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company, said during a conference call in January that he expects to be the CEO of Tesla for \"several years.\"</p>\n<p>\"It would be nice to have a bit more free time on my hands as opposed to just working day and night, from when I wake up to when I go to sleep 7 days a week. Pretty intense.\"</p>\n<p>Last month, he asked his followers on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> whether he should sell 10% of his stake in the electric-car maker, to which the majority agreed. He has sold shares worth nearly $12 billion since.</p>\n<p>The billionaire is known for his Twitter banter and lively interactions with followers which have in the past raised regulatory and corporate governance questions, lawyers have said Musk was fined $20 million by the U.S. Securities and Exchange Commission for tweets in 2018 and was required to step down as chairman.</p>\n<p>Howard Fischer, a partner at law firm Moses & Singer, said he doubted Musk's latest tweets violated any rules because they were too vague.</p>\n<p>He added: \"I think that Musk’s social media comments are subject to a substantial discount, as it were, by the market, as compared to other executives.\" </p>","source":"yahoofinance","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>UPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs</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; 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}\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\">\nUPDATE 1-Tesla's Elon Musk says he is 'thinking of quitting' his jobs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-11 09:38 GMT+8 <a href=https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.\n\"Thinking of quitting my jobs ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/1-teslas-elon-musk-says-170705406.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2190620320","content_text":"Dec 10 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk is \"thinking of\" leaving his jobs and becoming an influencer, the world's richest man tweeted on Thursday.\n\"Thinking of quitting my jobs & becoming an influencer full-time wdyt,\" Musk said in the tweet, without elaborating.\nIt was not immediately clear if Musk, a prolific user of the social media platform, was being serious about quitting his roles.\nMusk, who is also the founder and CEO of rocket company SpaceX, and leads brain-chip startup Neuralink and infrastructure firm The Boring Company, said during a conference call in January that he expects to be the CEO of Tesla for \"several years.\"\n\"It would be nice to have a bit more free time on my hands as opposed to just working day and night, from when I wake up to when I go to sleep 7 days a week. Pretty intense.\"\nLast month, he asked his followers on Twitter whether he should sell 10% of his stake in the electric-car maker, to which the majority agreed. He has sold shares worth nearly $12 billion since.\nThe billionaire is known for his Twitter banter and lively interactions with followers which have in the past raised regulatory and corporate governance questions, lawyers have said Musk was fined $20 million by the U.S. Securities and Exchange Commission for tweets in 2018 and was required to step down as chairman.\nHoward Fischer, a partner at law firm Moses & Singer, said he doubted Musk's latest tweets violated any rules because they were too vague.\nHe added: \"I think that Musk’s social media comments are subject to a substantial discount, as it were, by the market, as compared to other executives.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
