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2021-11-13

$Lion-OCBC Sec HSTECH S$(HST.SI)$ going up soon....?? Any comments

2021-10-22

Interesting

‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move

2021-08-11

$ContextLogic Inc.(WISH)$ new position to wait for profit

2021-11-22

Cool

抱歉，原内容已删除

2021-10-22

$Lion-OCBC Sec HSTECH S$(HST.SI)$ yes yes..

2021-09-15

$Tiger Brokers(TIGR)$ yess success

2021-08-10

$ContextLogic Inc.(WISH)$ yess success

2021-08-05

$Tiger Brokers(TIGR)$ yess success

2021-07-26

$RAFFLES MEDICAL GROUP LTD(BSL.SI)$ yes success

2021-08-25

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$ waiting for my profit

2022-01-15

Oh oh

抱歉，原内容已删除

2021-10-27

$Lordstown Motors Corp.(RIDE)$ yess success

2021-10-23

$Lordstown Motors Corp.(RIDE)$ ride ride it

2021-10-17

$SINGAPORE TECH ENGINEERING LTD(S63.SI)$ sharing sharing

2021-10-15

$BUKIT SEMBAWANG ESTATES LTD(B61.SI)$ sharing sharing

2021-10-07

$STARHILL GLOBAL REIT(P40U.SI)$ yess success

2021-09-06

$XIAOMI-W(01810)$ hehe still long on

2021-07-30

$DiDi Global Inc.(DIDI)$yes success

2021-10-14

$GENTING SINGAPORE LIMITED(G13.SI)$ yes success

2021-10-14

$Lordstown Motors Corp.(RIDE)$ yess success

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However, growth concerns were eased by some of the company&#39;s biggest hits like &#34;Squid Game,&#34; which became the company&#39;s biggest TV show ever last year.</p><p>Netflix is set to announce its quarterly financial results after the market closes on Jan. 20.</p><p><b>NFLX Price Action:</b> Netflix has traded as low as $478.54 and as high as $700.98 over a 52-week period.</p><p>The stock was up 1.25% at $525.69 today.</p></body></html>","source":"lsy1606299360108","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>Netflix Is Raising Subscription Prices: Here's What You Need To Know</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\">\nNetflix Is Raising Subscription Prices: Here's What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-15 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25062857/netflix-is-raising-subscription-prices-heres-what-you-need-to-know><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix Inc(NASDAQ:NFLX) is raising its United States monthly subscription prices by $1 to $2 per month depending on the plan.The price increase will help Netflix pay for new programming in order to ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25062857/netflix-is-raising-subscription-prices-heres-what-you-need-to-know\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25062857/netflix-is-raising-subscription-prices-heres-what-you-need-to-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150861329","content_text":"Netflix Inc(NASDAQ:NFLX) is raising its United States monthly subscription prices by $1 to $2 per month depending on the plan.The price increase will help Netflix pay for new programming in order to remain competitive in the increasingly crowded streaming space.\"We’re updating our prices so that we can continue to offer a wide variety of quality entertainment options. As always we offer a range of plans so members can pick a price that works for their budget,\" a Netflix spokesperson told Reuters.Netflix's standard plan, which previously cost $13.99 per month, has been raised to $15.49 per month in the U.S. The basic plan was raised to $9.99 per month, up from $8.99, and the premium plan was increased from $17.99 to $19.99 per month.Prices were also raised in Canada by similar amounts.The price increases have already been put in place for new Netflix customers and existing customers will see price changes on their upcoming monthly bills.Why It Matters: Netflix is facing increasing competition from Walt Disney Co's(NYSE:DIS) Disney+ and AT&T Inc's(NYSE:T) HBO Max.Netflix's subscriber growth slowed in 2021following a surge in subscribers during the previous, pandemic-stricken year. 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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>NIO shares rose more than 10% in early trading</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; 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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\">\nNIO shares rose more than 10% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-22 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.<img src=\"https://static.tigerbbs.com/709a7939cec9f7c36227189c8c1eb12f\" tg-width=\"871\" tg-height=\"627\" width=\"100%\" height=\"auto\"><b>Nio Inc</b>&nbsp;plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model.</p>\n<p>The ET7 is the fourth vehicle to go on sale from Nio’s lineup of electric vehicles.</p>\n<p>Nio launched the flagship sedan ET7 in January at the company’s annual day, complete with its second-generation electric drive system, and it&nbsp;is expected to compete with&nbsp;<b>Tesla Inc’s</b>&nbsp;Model S sedan.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170837254","content_text":"NIO shares rose more than 10% in early trading.Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model.\nThe ET7 is the fourth vehicle to go on sale from Nio’s lineup of electric vehicles.\nNio launched the flagship sedan ET7 in January at the company’s annual day, complete with its second-generation electric drive system, and it is expected to compete with Tesla Inc’s Model S sedan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879402932,"gmtCreate":1636759801689,"gmtModify":1636769307891,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;going up soon....?? 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profit soon","images":[{"img":"https://static.tigerbbs.com/b9f4bd9b7d8f10badb75528446672763","width":"800","height":"1422"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829211018","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864959643,"gmtCreate":1633050781020,"gmtModify":1633050851149,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EXPE\">$Expedia(EXPE)$</a>&nbsp;yes success","listText":"<a href=\"https://laohu8.com/S/EXPE\">$Expedia(EXPE)$</a>&nbsp;yes success","text":"$Expedia(EXPE)$ yes success","images":[{"img":"https://static.tigerbbs.com/dfe23508bce07a08f92bc07f9dc79969","width":"800","height":"1422"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864959643","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863507996,"gmtCreate":1632404442115,"gmtModify":1632732404785,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>&nbsp;yess success","listText":"<a href=\"https://laohu8.com/S/RIDE\">$Lordstown Motors Corp.(RIDE)$</a>&nbsp;yess success","text":"$Lordstown Motors Corp.(RIDE)$ yess success","images":[{"img":"https://static.tigerbbs.com/867a70ed2a3cdad0b3fc6b159360e0b4","width":"800","height":"1422"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863507996","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":879402932,"gmtCreate":1636759801689,"gmtModify":1636769307891,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;going up soon....?? Any comments&nbsp;","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;going up soon....?? Any comments&nbsp;","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$ going up soon....?? Any comments","images":[{"img":"https://static.tigerbbs.com/21d8466ad75abf0bda0f6fd568b60a09","width":"800","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879402932","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851150020,"gmtCreate":1634884375756,"gmtModify":1634884384233,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851150020","repostId":"1185062694","repostType":4,"repost":{"id":"1185062694","pubTimestamp":1634865812,"share":"https://www.laohu8.com/m/news/1185062694?lang=&edition=full","pubTime":"2021-10-22 09:23","market":"us","language":"en","title":"‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move","url":"https://stock-news.laohu8.com/highlight/detail?id=1185062694","media":"MarketWatch","summary":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i","content":"<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p>\n<p>As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p>\n<p>Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p>We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p>\n<p>Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p>\n<p>This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p>\n<p>In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p>\n<p>Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p>\n<p>Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p>\n<p>The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p>\n<p>COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p>\n<p>We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p>\n<p>As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p>\n<p>The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p>\n<p><img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p>\n<p>More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p>\n<p>Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p>\n<p>Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p>\n<p>The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move</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\">\n‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID ...</p>\n\n<a href=\"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185062694","content_text":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).\nYes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.\n\nWe continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.\nInvestors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.\nThis see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.\nIn other words, the early stage gains are most likely behind us.  Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .\nImportantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.\nCombined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.\n\nThe reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.\nCOVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.\nWe have seen rate risk for innovation baskets as they tumbled when rates rose in September.  Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.\nAs U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.\nThe innovation sector may be the epicenter of the market focus as interest rates become turbulent.  Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.\n\nMore broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.\nAlthough shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.\nBottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.\nThe North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892390894,"gmtCreate":1628637905718,"gmtModify":1631883868548,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;new position to wait for profit&nbsp;","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;new position to wait for profit&nbsp;","text":"$ContextLogic Inc.(WISH)$ new position to wait for profit","images":[{"img":"https://static.tigerbbs.com/3dc72e4818c82832d8570191c127e470","width":"800","height":"1422"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/892390894","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":875960506,"gmtCreate":1637594813985,"gmtModify":1637594814289,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875960506","repostId":"1170837254","repostType":4,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851159015,"gmtCreate":1634884452012,"gmtModify":1634884452246,"author":{"id":"3579262748300594","authorId":"3579262748300594","name":"in8888","avatar":"https://static.tigerbbs.com/e8ea79d7b40c6916100c16221e80a233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579262748300594","authorIdStr":"3579262748300594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;yes yes..&nbsp;","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;yes yes..&nbsp;","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$ yes yes..","images":[{"img":"https://static.tigerbbs.com/786397263dddfa541ed0dc325891c516","width":"800","height":"1733"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851159015","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"yes yes! 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