MYrocket的个人主页 - 老虎社区

MYrocket

MYrocket

暂无个人介绍

IP属地：未知

9关注

0粉丝

0主题

0勋章

2021-10-14

Good read

Buying The Dip Is Dead

2021-10-14

$SEMBCORP MARINE LTD(S51.SI)$Any views on Temasek offer?

2021-10-11

Time for good news

What To Watch As Third-Quarter Earnings Season Begins?

2021-08-25

$BHP Billiton(BHP)$Ex right coming? What is the deal?

2021-07-29

Shipping rate will plunge when things go back to normal?

@市值观察:1个月暴跌29%，中远海控怎么了？

2021-07-29

Become junk investments grade overnight. Reddit....

抱歉，原内容已删除

2021-07-29

Driving down margin to care for takeaway rider.

抱歉，原内容已删除

2021-07-22

Is the housing market in China bursting?

China Evergrande jumps on solving legal disputes with Guangfa Bank

2021-07-22

Update

equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br

2021-06-29

Good article

@长线投资不投机:做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！

2021-06-17

Strong in AI

2021-06-16

Reminder. We are fallible

It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks

2021-06-16

Good reminder

抱歉，原内容已删除

2021-06-16

Good info

Here's a complete trader playbook for every outcome from the key Fed meeting

2021-06-15

Ready to grab?

2021-05-03

Execution.... Proven

XPeng delivers 5,147 EVs in April 2021

2021-05-03

$PING AN(02318)$ why kept sliding downwards? The valuation is higher right?

2021-04-17

Value stock

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581736647111231","uuid":"3581736647111231","gmtCreate":1618643333417,"gmtModify":1618648244018,"name":"MYrocket","pinyin":"myrocket","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":9,"tweetSize":18,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.15","exceedPercentage":"80.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":825331796,"gmtCreate":1634199315881,"gmtModify":1634199315881,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825331796","repostId":"1111412750","repostType":4,"repost":{"id":"1111412750","kind":"news","pubTimestamp":1634182832,"share":"https://www.laohu8.com/m/news/1111412750?lang=&edition=full","pubTime":"2021-10-14 11:40","market":"us","language":"en","title":"Buying The Dip Is Dead","url":"https://stock-news.laohu8.com/highlight/detail?id=1111412750","media":"seekingalpha","summary":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical rea","content":"<p>Summary</p>\n<ul>\n <li>Buying the dip died when the volatility sellers failed to show up.</li>\n <li>There's a mechanical reason why the market has not \"bounced back.\"</li>\n <li>That mechanical reason has broken down due to fundamental shifts.</li>\n</ul>\n<p>The market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.</p>\n<p>Falling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&amp;P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&amp;P 500 has seen lower highs.</p>\n<p><img src=\"https://static.tigerbbs.com/7d40186560f397cc6ebdc4e85ba18725\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Additionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.</p>\n<p>The SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.</p>\n<p>If volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.</p>\n<p><img src=\"https://static.tigerbbs.com/d92c33e67c289d5c9d1e8d0d6ec74b5d\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>But with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that&nbsp;dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.</p>\n<p>The dollar index may be a big piece of that. It has been surging higher, and that the S&amp;P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&amp;P 500 has been falling and vice versa. The&nbsp;dollar is telling us that tapering&nbsp;is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.</p>\n<p>The two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the&nbsp;two-year&nbsp;now has further to climb as this process commences potentially as soon as the November FOMC meeting.</p>\n<p>Despite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/ce210603773584da38e4fbf054f31ba9\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.</p>\n<p>This time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that&nbsp;earnings estimates&nbsp;are way off base, which means earnings growth rates will be heading lower or top of what they have declined.</p>\n<p><img src=\"https://static.tigerbbs.com/b784f4142c7b91a6c36b4c8d263db047\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.</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>Buying The Dip Is Dead</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\">\nBuying The Dip Is Dead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459696-buying-the-dip-is-dead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental...</p>\n\n<a href=\"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111412750","content_text":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental shifts.\n\nThe market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.\nFalling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.\n\nAdditionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.\nThe SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.\nIf volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.\n\nBut with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.\nThe dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.\nThe two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.\nDespite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.\n\nThe market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.\nThis time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.\n\nIt's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825945404,"gmtCreate":1634195121808,"gmtModify":1634195121808,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Any views on Temasek offer?","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Any views on Temasek offer?","text":"$SEMBCORP MARINE LTD(S51.SI)$Any views on Temasek offer?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/825945404","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560029910979654","authorId":"3560029910979654","name":"RFTrader","avatar":"https://static.tigerbbs.com/3a840d4156346439e4bc9d451534d8fb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560029910979654","authorIdStr":"3560029910979654"},"content":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens.","text":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens.","html":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826955192,"gmtCreate":1633967720862,"gmtModify":1633967720862,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Time for good news","listText":"Time for good news","text":"Time for good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826955192","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>","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>What To Watch As Third-Quarter Earnings Season Begins?</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\">\nWhat To Watch As Third-Quarter Earnings Season Begins?\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\">2021-10-11 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837484842,"gmtCreate":1629905655186,"gmtModify":1631888668043,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BHP\">$BHP Billiton(BHP)$</a>Ex right coming? What is the deal?","listText":"<a href=\"https://laohu8.com/S/BHP\">$BHP Billiton(BHP)$</a>Ex right coming? What is the deal?","text":"$BHP Billiton(BHP)$Ex right coming? What is the deal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837484842","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808858692,"gmtCreate":1627570052216,"gmtModify":1633758181522,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Shipping rate will plunge when things go back to normal?&nbsp;","listText":"Shipping rate will plunge when things go back to normal?&nbsp;","text":"Shipping rate will plunge when things go back to normal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808858692","repostId":"808967150","repostType":1,"repost":{"id":808967150,"gmtCreate":1627551879070,"gmtModify":1627552518153,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"1个月暴跌29%，中远海控怎么了？","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：杨雷 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;周期股永远逃不过周期命运，中远海控也不例外。&nbsp; &nbsp; &nbsp; &nbsp;今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。&nbsp; &nbsp; &nbsp; &nbsp;股价跌这么多，因为业绩问题？不是。&nbsp; &nbsp; &nbsp; &nbsp;今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。&nbsp; &nbsp; &nbsp; &nbsp;因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。&nbsp; &nbsp; &nbsp; &nbsp;对比当前收盘价，意味着中远海控还有120%左右涨跌幅。&nbsp; &nbsp; &nbsp; &nbsp;实际上，中远海控的股价走势","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：杨雷 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;周期股永远逃不过周期命运，中远海控也不例外。&nbsp; &nbsp; &nbsp; &nbsp;今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。&nbsp; &nbsp; &nbsp; &nbsp;股价跌这么多，因为业绩问题？不是。&nbsp; &nbsp; &nbsp; &nbsp;今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。&nbsp; &nbsp; &nbsp; &nbsp;因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。&nbsp; &nbsp; &nbsp; &nbsp;对比当前收盘价，意味着中远海控还有120%左右涨跌幅。&nbsp; &nbsp; &nbsp; &nbsp;实际上，中远海控的股价走势","text":"作者：杨雷 编辑：小市妹 周期股永远逃不过周期命运，中远海控也不例外。 今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。 值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。 股价跌这么多，因为业绩问题？不是。 今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。 因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。 值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。 对比当前收盘价，意味着中远海控还有120%左右涨跌幅。 实际上，中远海控的股价走势","images":[{"img":"https://static.tigerbbs.com/cbfea2983319160c85c47f6ed0787a60","width":"1184","height":"789"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808967150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808826828,"gmtCreate":1627569672764,"gmtModify":1633758187424,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Become junk investments grade overnight. Reddit....&nbsp;","listText":"Become junk investments grade overnight. Reddit....&nbsp;","text":"Become junk investments grade overnight. Reddit....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808826828","repostId":"2154992258","repostType":2,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801823782,"gmtCreate":1627510534946,"gmtModify":1633764413311,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Driving down margin to care for takeaway rider.&nbsp;","listText":"Driving down margin to care for takeaway rider.&nbsp;","text":"Driving down margin to care for takeaway rider.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801823782","repostId":"803574479","repostType":1,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172077517,"gmtCreate":1626924378139,"gmtModify":1631884664965,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Is the housing&nbsp;market in China bursting?&nbsp;","listText":"Is the housing&nbsp;market in China bursting?&nbsp;","text":"Is the housing market in China bursting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172077517","repostId":"2153626524","repostType":4,"repost":{"id":"2153626524","kind":"highlight","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":1626921202,"share":"https://www.laohu8.com/m/news/2153626524?lang=&edition=full","pubTime":"2021-07-22 10:33","market":"hk","language":"en","title":"China Evergrande jumps on solving legal disputes with Guangfa Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2153626524","media":"Reuters","summary":"** Shares of China Evergrande Group , the country's most indebted developer, rise as much as 9.7% to","content":"<p>** Shares of <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> , the country's most indebted developer, rise as much as 9.7% to HK$7.94, on track to snap three straight sessions of decline</p>\n<p>** Stock last up 6.8% at HK$7.73; biggest percentage gainer in the Hang Seng China Enterprises Index and among the 15 most actively traded by turnover</p>\n<p>** Stock down 19.6% so far this week, heading for the worst week since May 2015</p>\n<p>** Co says it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation</p>\n<p>** HSBC and Standard Chartered are declining loans to buyers of property in two uncompleted Hong Kong residential projects developed by China Evergrande, three mortgage brokers said on Wednesday</p>\n<p>** One of the brokers said Bank of East Asia had taken a similar step</p>\n<p>** Evergrande's unit China Evergrande New Energy Vehicle Group surges 17.9% to HK$15.56 after eight straight sessions of decline</p>\n<p>** The Hang Seng Composite Index rises 1.2%</p>\n<p>** Both the Hang Seng China Enterprises Index and the benchmark index rises 1.3%</p>\n<p>** As of last close, China Evergrande Group stock had dropped 51.4% this year</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>China Evergrande jumps on solving legal disputes with Guangfa Bank</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\">\nChina Evergrande jumps on solving legal disputes with Guangfa Bank\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\">2021-07-22 10:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Shares of <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> , the country's most indebted developer, rise as much as 9.7% to HK$7.94, on track to snap three straight sessions of decline</p>\n<p>** Stock last up 6.8% at HK$7.73; biggest percentage gainer in the Hang Seng China Enterprises Index and among the 15 most actively traded by turnover</p>\n<p>** Stock down 19.6% so far this week, heading for the worst week since May 2015</p>\n<p>** Co says it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation</p>\n<p>** HSBC and Standard Chartered are declining loans to buyers of property in two uncompleted Hong Kong residential projects developed by China Evergrande, three mortgage brokers said on Wednesday</p>\n<p>** One of the brokers said Bank of East Asia had taken a similar step</p>\n<p>** Evergrande's unit China Evergrande New Energy Vehicle Group surges 17.9% to HK$15.56 after eight straight sessions of decline</p>\n<p>** The Hang Seng Composite Index rises 1.2%</p>\n<p>** Both the Hang Seng China Enterprises Index and the benchmark index rises 1.3%</p>\n<p>** As of last close, China Evergrande Group stock had dropped 51.4% this year</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03333":"中国恒大","00708":"恒大汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153626524","content_text":"** Shares of China Evergrande Group , the country's most indebted developer, rise as much as 9.7% to HK$7.94, on track to snap three straight sessions of decline\n** Stock last up 6.8% at HK$7.73; biggest percentage gainer in the Hang Seng China Enterprises Index and among the 15 most actively traded by turnover\n** Stock down 19.6% so far this week, heading for the worst week since May 2015\n** Co says it has solved legal disputes with China Guangfa Bank and that the two sides will deepen business cooperation\n** HSBC and Standard Chartered are declining loans to buyers of property in two uncompleted Hong Kong residential projects developed by China Evergrande, three mortgage brokers said on Wednesday\n** One of the brokers said Bank of East Asia had taken a similar step\n** Evergrande's unit China Evergrande New Energy Vehicle Group surges 17.9% to HK$15.56 after eight straight sessions of decline\n** The Hang Seng Composite Index rises 1.2%\n** Both the Hang Seng China Enterprises Index and the benchmark index rises 1.3%\n** As of last close, China Evergrande Group stock had dropped 51.4% this year","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172074882,"gmtCreate":1626924236546,"gmtModify":1633769677181,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"title":"Update","htmlText":"&nbsp;equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&amp;P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&amp;P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","listText":"&nbsp;equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&amp;P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&amp;P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","text":"equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172074882","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159448418,"gmtCreate":1624978067034,"gmtModify":1633946244242,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159448418","repostId":"122653316","repostType":1,"repost":{"id":122653316,"gmtCreate":1624618948835,"gmtModify":1631885468418,"author":{"id":"3563578916158669","authorId":"3563578916158669","name":"长线投资不投机","avatar":"https://static.tigerbbs.com/a06c5d9ff4e5a200de91874ede47ae87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563578916158669","authorIdStr":"3563578916158669"},"themes":[],"title":"吉宝和胜科海事最新公告 - 长话短说，到底是怎么一回事？","htmlText":"\n \n \n  做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！\n \n","listText":"做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！","text":"做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！","images":[{"img":"https://static.tigerbbs.com/c2331645323bbe15600d1d6a84236c3d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122653316","isVote":1,"tweetType":2,"object":{"id":"a20fb5ca34b84fca8ae53cfe0ec86f47","tweetId":"122653316","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/b7d584ae3701925919844205929/qKFucwLQUAAA.mp4","poster":"https://static.tigerbbs.com/c2331645323bbe15600d1d6a84236c3d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161481971,"gmtCreate":1623938253593,"gmtModify":1634025615129,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Strong in AI","listText":"Strong in AI","text":"Strong in AI","images":[{"img":"https://static.tigerbbs.com/581582c4abed868a86680e274e578cfa","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161481971","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169360508,"gmtCreate":1623817391704,"gmtModify":1634027624476,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Reminder. We are fallible","listText":"Reminder. We are fallible","text":"Reminder. We are fallible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169360508","repostId":"1182315358","repostType":4,"repost":{"id":"1182315358","kind":"news","pubTimestamp":1623814338,"share":"https://www.laohu8.com/m/news/1182315358?lang=&edition=full","pubTime":"2021-06-16 11:32","market":"us","language":"en","title":"It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182315358","media":"MarketWatch","summary":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn","content":"<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724d1ea0bb18bddb367c79abf08c1af9\" tg-width=\"1260\" tg-height=\"841\"><span>It takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)</span></p>\n<p>I don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.</p>\n<p>After 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.</p>\n<p>Maybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.</p>\n<p>But I simply don’t think that’s the most likely outcome.</p>\n<p>And if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.</p>\n<p>I’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.</p>\n<p>Trading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how&nbsp;good analysis starts with empathy.</p>\n<p><b>If I’m selling, who’s buying — and why?</b></p>\n<p>So let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference&nbsp;in Abu Dhabi and everybody was desperate for returns:</p>\n<p>Amid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”</p>\n<p>Since that post, back a year and a half ago, Slack&nbsp;went from $21 to being bought out at $45, Twitter&nbsp;went from $27 to $61, and Tesla&nbsp;went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.</p>\n<p>And now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by&nbsp;23-year-old TikTok influencers&nbsp;doing bitcoin&nbsp;trading astrology.</p>\n<p>Yes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.”&nbsp;Bearish anecdotes everywhere I look, as I wrote recently.</p>\n<p><b>Mr. Market</b></p>\n<p>The other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.</p>\n<p>Mr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.</p>\n<p>Sometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average&nbsp;up 400% from the 1921 lows to the 1929 highs.</p>\n<p><img src=\"https://static.tigerbbs.com/3a6516337aacc614d83584ea90e174f2\" tg-width=\"1260\" tg-height=\"870\"></p>\n<p><b>Learning from Soros</b></p>\n<p>But looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,<i>and</i>the economy crashed because the markets shut down access to capital for investment and growth.</p>\n<p>It was “reflexive,” to borrow a term from the great hedge fund manager&nbsp;George Soros.</p>\n<p>He wrote, and the concept is important to understand:</p>\n<p>“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…</p>\n<p>“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…</p>\n<p>“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…</p>\n<p>“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”</p>\n<p>Stay flexible</p>\n<p>Far-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.</p>\n<p>We don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.</p>\n<p>It’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.</p>\n<p>Most traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.</p>\n<p>We are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.</p>\n<p>I spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.</p>\n<p>As a matter of fact,&nbsp;I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?</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>It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks</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\">\nIt’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182315358","content_text":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.\nAfter 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.\nMaybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.\nBut I simply don’t think that’s the most likely outcome.\nAnd if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.\nI’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.\nTrading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how good analysis starts with empathy.\nIf I’m selling, who’s buying — and why?\nSo let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference in Abu Dhabi and everybody was desperate for returns:\nAmid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”\nSince that post, back a year and a half ago, Slack went from $21 to being bought out at $45, Twitter went from $27 to $61, and Tesla went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.\nAnd now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by 23-year-old TikTok influencers doing bitcoin trading astrology.\nYes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.” Bearish anecdotes everywhere I look, as I wrote recently.\nMr. Market\nThe other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.\nMr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.\nSometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average up 400% from the 1921 lows to the 1929 highs.\n\nLearning from Soros\nBut looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,andthe economy crashed because the markets shut down access to capital for investment and growth.\nIt was “reflexive,” to borrow a term from the great hedge fund manager George Soros.\nHe wrote, and the concept is important to understand:\n“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…\n“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…\n“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…\n“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”\nStay flexible\nFar-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.\nWe don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.\nIt’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.\nMost traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.\nWe are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.\nI spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.\nAs a matter of fact, I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169316926,"gmtCreate":1623816876465,"gmtModify":1634027637415,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good reminder","listText":"Good reminder","text":"Good reminder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169316926","repostId":"1150591447","repostType":4,"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169318279,"gmtCreate":1623816847791,"gmtModify":1634027637640,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169318279","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","kind":"news","pubTimestamp":1623769391,"share":"https://www.laohu8.com/m/news/1150591447?lang=&edition=full","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</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\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187881133,"gmtCreate":1623749248122,"gmtModify":1634029131739,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Ready to grab?&nbsp;","listText":"Ready to grab?&nbsp;","text":"Ready to grab?","images":[{"img":"https://static.tigerbbs.com/ee23cdecc493d841c33ceca578b150d7","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187881133","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108500814,"gmtCreate":1620036471938,"gmtModify":1634208354253,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Execution.... Proven","listText":"Execution.... Proven","text":"Execution.... Proven","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108500814","repostId":"1136174828","repostType":4,"repost":{"id":"1136174828","kind":"news","pubTimestamp":1620030598,"share":"https://www.laohu8.com/m/news/1136174828?lang=&edition=full","pubTime":"2021-05-03 16:29","market":"us","language":"en","title":"XPeng delivers 5,147 EVs in April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136174828","media":"seekingalpha","summary":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliveri","content":"<p>XPeng&nbsp;has&nbsp;delivered&nbsp;a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.</p><p>The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.</p><p>The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.</p><p>XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.</p><p>Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.</p><p>Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.</p><p>XPeng rose more than 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/1a2599c9bc93a33522fcf7a94220f30d\" tg-width=\"633\" tg-height=\"479\"></p><p></p>","source":"seekingalpha","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>XPeng delivers 5,147 EVs in April 2021</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\">\nXPeng delivers 5,147 EVs in April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136174828","content_text":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.XPeng rose more than 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108283776,"gmtCreate":1620030568495,"gmtModify":1631886257150,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>&nbsp;why kept sliding downwards? The valuation is higher right?&nbsp;","listText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>&nbsp;why kept sliding downwards? The valuation is higher right?&nbsp;","text":"$PING AN(02318)$ why kept sliding downwards? The valuation is higher right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108283776","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379043184,"gmtCreate":1618643599948,"gmtModify":1634291570743,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Value stock","listText":"Value stock","text":"Value stock","images":[{"img":"https://static.tigerbbs.com/c42ab67357609c694169ce7623a0fa89","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379043184","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":825945404,"gmtCreate":1634195121808,"gmtModify":1634195121808,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Any views on Temasek offer?","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Any views on Temasek offer?","text":"$SEMBCORP MARINE LTD(S51.SI)$Any views on Temasek offer?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/825945404","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560029910979654","authorId":"3560029910979654","name":"RFTrader","avatar":"https://static.tigerbbs.com/3a840d4156346439e4bc9d451534d8fb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560029910979654","authorIdStr":"3560029910979654"},"content":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens.","text":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens.","html":"The offer is likely to be a non-event. It is a chance for those who oversubscribed the rights to exit at no loss. Price will be supported at MGO price a major market crash happens."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825331796,"gmtCreate":1634199315881,"gmtModify":1634199315881,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825331796","repostId":"1111412750","repostType":4,"repost":{"id":"1111412750","kind":"news","pubTimestamp":1634182832,"share":"https://www.laohu8.com/m/news/1111412750?lang=&edition=full","pubTime":"2021-10-14 11:40","market":"us","language":"en","title":"Buying The Dip Is Dead","url":"https://stock-news.laohu8.com/highlight/detail?id=1111412750","media":"seekingalpha","summary":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical rea","content":"<p>Summary</p>\n<ul>\n <li>Buying the dip died when the volatility sellers failed to show up.</li>\n <li>There's a mechanical reason why the market has not \"bounced back.\"</li>\n <li>That mechanical reason has broken down due to fundamental shifts.</li>\n</ul>\n<p>The market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.</p>\n<p>Falling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&amp;P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&amp;P 500 has seen lower highs.</p>\n<p><img src=\"https://static.tigerbbs.com/7d40186560f397cc6ebdc4e85ba18725\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Additionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.</p>\n<p>The SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.</p>\n<p>If volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.</p>\n<p><img src=\"https://static.tigerbbs.com/d92c33e67c289d5c9d1e8d0d6ec74b5d\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>But with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that&nbsp;dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.</p>\n<p>The dollar index may be a big piece of that. It has been surging higher, and that the S&amp;P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&amp;P 500 has been falling and vice versa. The&nbsp;dollar is telling us that tapering&nbsp;is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.</p>\n<p>The two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the&nbsp;two-year&nbsp;now has further to climb as this process commences potentially as soon as the November FOMC meeting.</p>\n<p>Despite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/ce210603773584da38e4fbf054f31ba9\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.</p>\n<p>This time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that&nbsp;earnings estimates&nbsp;are way off base, which means earnings growth rates will be heading lower or top of what they have declined.</p>\n<p><img src=\"https://static.tigerbbs.com/b784f4142c7b91a6c36b4c8d263db047\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.</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>Buying The Dip Is Dead</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\">\nBuying The Dip Is Dead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459696-buying-the-dip-is-dead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental...</p>\n\n<a href=\"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111412750","content_text":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental shifts.\n\nThe market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.\nFalling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.\n\nAdditionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.\nThe SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.\nIf volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.\n\nBut with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.\nThe dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.\nThe two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.\nDespite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.\n\nThe market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.\nThis time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.\n\nIt's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172077517,"gmtCreate":1626924378139,"gmtModify":1631884664965,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Is the housing&nbsp;market in China bursting?&nbsp;","listText":"Is the housing&nbsp;market in China bursting?&nbsp;","text":"Is the housing market in China bursting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172077517","repostId":"2153626524","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826955192,"gmtCreate":1633967720862,"gmtModify":1633967720862,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Time for good news","listText":"Time for good news","text":"Time for good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826955192","repostId":"1189049020","repostType":4,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":108283776,"gmtCreate":1620030568495,"gmtModify":1631886257150,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>&nbsp;why kept sliding downwards? The valuation is higher right?&nbsp;","listText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>&nbsp;why kept sliding downwards? The valuation is higher right?&nbsp;","text":"$PING AN(02318)$ why kept sliding downwards? The valuation is higher right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108283776","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172074882,"gmtCreate":1626924236546,"gmtModify":1633769677181,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"title":"Update","htmlText":"&nbsp;equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&amp;P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&amp;P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","listText":"&nbsp;equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&amp;P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&amp;P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","text":"equities extended Tuesday’s gains as the pullback in the bond market eased fears over slowing growth. *U.S. Highlights* Dow 34798.00 0.83%S&P 4358.69 0.82%Nasdaq 14631.95 0.92%VIX 17.91 -9.22% o U.S. markets extended Tuesday’s rally as solid corporate earnings eased concerns over slower growth and a pullback in the bond market seeming to confirm that thought process.o The S&P recorded its best set of back to back gains in two months pushing the index to within 1% of yet another fresh all-time high.o Energy shares led on the sharp bounce in crude. Cyclicals were once again featured to the upside with Financials, Materials and Industrials accounting for 3 of the 4 best GICS groups.o Small caps continued to claw back on recent losses with the Russell 2,000 adding another 1.8% br","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172074882","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169318279,"gmtCreate":1623816847791,"gmtModify":1634027637640,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169318279","repostId":"1150591447","repostType":4,"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837484842,"gmtCreate":1629905655186,"gmtModify":1631888668043,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BHP\">$BHP Billiton(BHP)$</a>Ex right coming? What is the deal?","listText":"<a href=\"https://laohu8.com/S/BHP\">$BHP Billiton(BHP)$</a>Ex right coming? What is the deal?","text":"$BHP Billiton(BHP)$Ex right coming? What is the deal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837484842","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808858692,"gmtCreate":1627570052216,"gmtModify":1633758181522,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Shipping rate will plunge when things go back to normal?&nbsp;","listText":"Shipping rate will plunge when things go back to normal?&nbsp;","text":"Shipping rate will plunge when things go back to normal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808858692","repostId":"808967150","repostType":1,"repost":{"id":808967150,"gmtCreate":1627551879070,"gmtModify":1627552518153,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"1个月暴跌29%，中远海控怎么了？","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：杨雷 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;周期股永远逃不过周期命运，中远海控也不例外。&nbsp; &nbsp; &nbsp; &nbsp;今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。&nbsp; &nbsp; &nbsp; &nbsp;股价跌这么多，因为业绩问题？不是。&nbsp; &nbsp; &nbsp; &nbsp;今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。&nbsp; &nbsp; &nbsp; &nbsp;因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。&nbsp; &nbsp; &nbsp; &nbsp;对比当前收盘价，意味着中远海控还有120%左右涨跌幅。&nbsp; &nbsp; &nbsp; &nbsp;实际上，中远海控的股价走势","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：杨雷 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;周期股永远逃不过周期命运，中远海控也不例外。&nbsp; &nbsp; &nbsp; &nbsp;今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。&nbsp; &nbsp; &nbsp; &nbsp;股价跌这么多，因为业绩问题？不是。&nbsp; &nbsp; &nbsp; &nbsp;今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。&nbsp; &nbsp; &nbsp; &nbsp;因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。&nbsp; &nbsp; &nbsp; &nbsp;值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。&nbsp; &nbsp; &nbsp; &nbsp;对比当前收盘价，意味着中远海控还有120%左右涨跌幅。&nbsp; &nbsp; &nbsp; &nbsp;实际上，中远海控的股价走势","text":"作者：杨雷 编辑：小市妹 周期股永远逃不过周期命运，中远海控也不例外。 今日，在大盘集体上涨背景下，中远海控逆市下跌0.06%。截至发稿，这家公司股价为18.17元，市值为2909亿元。行情数据显示，今日主力资金净流出超3.6亿元。 值得一提，自7月7日股价见顶后，中远海控基本进入空头趋势--股价下跌。从股价25.69元跌到了18.17元，1个月内最高跌幅达29.27%，市值蒸发近1203亿。等于说，平摊到34.63万股东身上每人亏损达66万。 股价跌这么多，因为业绩问题？不是。 今年一季度，中远海控实现营收648.4亿，同比增长79.58%；实现归属净利润154.5亿，同比增长5200.62%。这家公司还曾发布业绩预告称，预计2021年上半年净利润为370.93亿元，同比增长31.6倍。 因为机构减仓？截至到6月30日，合计有130只基金持有中远海控，环比一季度增长2.1%。中远海控还是公募基金第196重仓股。 值得一提，多家券商机构还发文看好中远海控。7月8日，华创证券发布研报，维持强推评级，目标价位40.01元。7月11日，中信证券又发布研报，维持买入评级，目标价位40元。 对比当前收盘价，意味着中远海控还有120%左右涨跌幅。 实际上，中远海控的股价走势","images":[{"img":"https://static.tigerbbs.com/cbfea2983319160c85c47f6ed0787a60","width":"1184","height":"789"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808967150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808826828,"gmtCreate":1627569672764,"gmtModify":1633758187424,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Become junk investments grade overnight. Reddit....&nbsp;","listText":"Become junk investments grade overnight. Reddit....&nbsp;","text":"Become junk investments grade overnight. Reddit....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808826828","repostId":"2154992258","repostType":2,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801823782,"gmtCreate":1627510534946,"gmtModify":1633764413311,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Driving down margin to care for takeaway rider.&nbsp;","listText":"Driving down margin to care for takeaway rider.&nbsp;","text":"Driving down margin to care for takeaway rider.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801823782","repostId":"803574479","repostType":1,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159448418,"gmtCreate":1624978067034,"gmtModify":1633946244242,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159448418","repostId":"122653316","repostType":1,"repost":{"id":122653316,"gmtCreate":1624618948835,"gmtModify":1631885468418,"author":{"id":"3563578916158669","authorId":"3563578916158669","name":"长线投资不投机","avatar":"https://static.tigerbbs.com/a06c5d9ff4e5a200de91874ede47ae87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563578916158669","authorIdStr":"3563578916158669"},"themes":[],"title":"吉宝和胜科海事最新公告 - 长话短说，到底是怎么一回事？","htmlText":"\n \n \n  做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！\n \n","listText":"做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！","text":"做了个视频让大家了解做为一个投资者我们能做什么。如果需要华语讲解的话，请在留言箱告诉我。足够需求的话，我就尽量做个华语讲解！","images":[{"img":"https://static.tigerbbs.com/c2331645323bbe15600d1d6a84236c3d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122653316","isVote":1,"tweetType":2,"object":{"id":"a20fb5ca34b84fca8ae53cfe0ec86f47","tweetId":"122653316","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/b7d584ae3701925919844205929/qKFucwLQUAAA.mp4","poster":"https://static.tigerbbs.com/c2331645323bbe15600d1d6a84236c3d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161481971,"gmtCreate":1623938253593,"gmtModify":1634025615129,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Strong in AI","listText":"Strong in AI","text":"Strong in AI","images":[{"img":"https://static.tigerbbs.com/581582c4abed868a86680e274e578cfa","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161481971","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169360508,"gmtCreate":1623817391704,"gmtModify":1634027624476,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Reminder. We are fallible","listText":"Reminder. We are fallible","text":"Reminder. We are fallible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169360508","repostId":"1182315358","repostType":4,"repost":{"id":"1182315358","kind":"news","pubTimestamp":1623814338,"share":"https://www.laohu8.com/m/news/1182315358?lang=&edition=full","pubTime":"2021-06-16 11:32","market":"us","language":"en","title":"It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182315358","media":"MarketWatch","summary":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn","content":"<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724d1ea0bb18bddb367c79abf08c1af9\" tg-width=\"1260\" tg-height=\"841\"><span>It takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)</span></p>\n<p>I don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.</p>\n<p>After 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.</p>\n<p>Maybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.</p>\n<p>But I simply don’t think that’s the most likely outcome.</p>\n<p>And if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.</p>\n<p>I’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.</p>\n<p>Trading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how&nbsp;good analysis starts with empathy.</p>\n<p><b>If I’m selling, who’s buying — and why?</b></p>\n<p>So let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference&nbsp;in Abu Dhabi and everybody was desperate for returns:</p>\n<p>Amid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”</p>\n<p>Since that post, back a year and a half ago, Slack&nbsp;went from $21 to being bought out at $45, Twitter&nbsp;went from $27 to $61, and Tesla&nbsp;went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.</p>\n<p>And now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by&nbsp;23-year-old TikTok influencers&nbsp;doing bitcoin&nbsp;trading astrology.</p>\n<p>Yes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.”&nbsp;Bearish anecdotes everywhere I look, as I wrote recently.</p>\n<p><b>Mr. Market</b></p>\n<p>The other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.</p>\n<p>Mr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.</p>\n<p>Sometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average&nbsp;up 400% from the 1921 lows to the 1929 highs.</p>\n<p><img src=\"https://static.tigerbbs.com/3a6516337aacc614d83584ea90e174f2\" tg-width=\"1260\" tg-height=\"870\"></p>\n<p><b>Learning from Soros</b></p>\n<p>But looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,<i>and</i>the economy crashed because the markets shut down access to capital for investment and growth.</p>\n<p>It was “reflexive,” to borrow a term from the great hedge fund manager&nbsp;George Soros.</p>\n<p>He wrote, and the concept is important to understand:</p>\n<p>“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…</p>\n<p>“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…</p>\n<p>“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…</p>\n<p>“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”</p>\n<p>Stay flexible</p>\n<p>Far-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.</p>\n<p>We don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.</p>\n<p>It’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.</p>\n<p>Most traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.</p>\n<p>We are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.</p>\n<p>I spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.</p>\n<p>As a matter of fact,&nbsp;I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?</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>It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks</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\">\nIt’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182315358","content_text":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.\nAfter 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.\nMaybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.\nBut I simply don’t think that’s the most likely outcome.\nAnd if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.\nI’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.\nTrading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how good analysis starts with empathy.\nIf I’m selling, who’s buying — and why?\nSo let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference in Abu Dhabi and everybody was desperate for returns:\nAmid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”\nSince that post, back a year and a half ago, Slack went from $21 to being bought out at $45, Twitter went from $27 to $61, and Tesla went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.\nAnd now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by 23-year-old TikTok influencers doing bitcoin trading astrology.\nYes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.” Bearish anecdotes everywhere I look, as I wrote recently.\nMr. Market\nThe other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.\nMr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.\nSometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average up 400% from the 1921 lows to the 1929 highs.\n\nLearning from Soros\nBut looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,andthe economy crashed because the markets shut down access to capital for investment and growth.\nIt was “reflexive,” to borrow a term from the great hedge fund manager George Soros.\nHe wrote, and the concept is important to understand:\n“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…\n“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…\n“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…\n“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”\nStay flexible\nFar-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.\nWe don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.\nIt’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.\nMost traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.\nWe are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.\nI spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.\nAs a matter of fact, I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169316926,"gmtCreate":1623816876465,"gmtModify":1634027637415,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Good reminder","listText":"Good reminder","text":"Good reminder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169316926","repostId":"1150591447","repostType":4,"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187881133,"gmtCreate":1623749248122,"gmtModify":1634029131739,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Ready to grab?&nbsp;","listText":"Ready to grab?&nbsp;","text":"Ready to grab?","images":[{"img":"https://static.tigerbbs.com/ee23cdecc493d841c33ceca578b150d7","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187881133","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108500814,"gmtCreate":1620036471938,"gmtModify":1634208354253,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Execution.... Proven","listText":"Execution.... Proven","text":"Execution.... Proven","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108500814","repostId":"1136174828","repostType":4,"repost":{"id":"1136174828","kind":"news","pubTimestamp":1620030598,"share":"https://www.laohu8.com/m/news/1136174828?lang=&edition=full","pubTime":"2021-05-03 16:29","market":"us","language":"en","title":"XPeng delivers 5,147 EVs in April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136174828","media":"seekingalpha","summary":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliveri","content":"<p>XPeng&nbsp;has&nbsp;delivered&nbsp;a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.</p><p>The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.</p><p>The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.</p><p>XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.</p><p>Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.</p><p>Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.</p><p>XPeng rose more than 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/1a2599c9bc93a33522fcf7a94220f30d\" tg-width=\"633\" tg-height=\"479\"></p><p></p>","source":"seekingalpha","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>XPeng delivers 5,147 EVs in April 2021</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\">\nXPeng delivers 5,147 EVs in April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136174828","content_text":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.XPeng rose more than 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379043184,"gmtCreate":1618643599948,"gmtModify":1634291570743,"author":{"id":"3581736647111231","authorId":"3581736647111231","name":"MYrocket","avatar":"https://static.tigerbbs.com/cd0bde4772d2934a09fe0d71f75dbe43","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581736647111231","authorIdStr":"3581736647111231"},"themes":[],"htmlText":"Value stock","listText":"Value stock","text":"Value stock","images":[{"img":"https://static.tigerbbs.com/c42ab67357609c694169ce7623a0fa89","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379043184","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}