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2022-01-20

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3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off

2022-01-17

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Get Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.

2021-10-15

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Alcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program

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Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.</p><p>To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661536%2Fgettyimages-1280294961.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Sea Limited</h2><p>Shares of Southeast Asian mobile gaming, e-commerce, and digital finance company <b>Sea Limited</b> (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit <i>Free Fire</i>. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.</p><p>Meanwhile, Sea&#39;s highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.</p><p>Yes, Chinese internet giant <b>Tencent</b> did just sell some of its Sea Limited stake, which could shake others&#39; confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That&#39;s just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.</p><p>The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn&#39;t want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent&#39;s voting share could have been necessary for Sea to succeed in its next wave of growth.</p><p>After Sea&#39;s rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It&#39;s hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.</p><h2>2. CrowdStrike</h2><p>Although it&#39;s already 40% off its highs,<b> CrowdStrike Holdings</b> (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.</p><p>But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.</p><p>The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn&#39;t resting on those laurels, as it&#39;s still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.</p><p>The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.</p><p>What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.</p><h2>3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>Brazilian payments company <b>StoneCo</b> (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.</p><p>StoneCo&#39;s stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn&#39;t be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.</p><p>Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil&#39;s economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.</p><p>At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.</p><p>These growth initiatives could make StoneCo a much bigger business in the long run, but it&#39;s requiring investment now. So the company&#39;s high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.</p><p>While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil&#39;s economy doesn&#39;t deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4535":"淡马锡持仓","STNE":"StoneCo","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4097":"系统软件","SE":"Sea Ltd","BK4085":"互动家庭娱乐","BK4528":"SaaS概念","BK4560":"网络安全概念","BK4532":"文艺复兴科技持仓","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204307707","content_text":"Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.Image source: Getty Images.1. Sea LimitedShares of Southeast Asian mobile gaming, e-commerce, and digital finance company Sea Limited (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit Free Fire. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.Meanwhile, Sea's highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.Yes, Chinese internet giant Tencent did just sell some of its Sea Limited stake, which could shake others' confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That's just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn't want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent's voting share could have been necessary for Sea to succeed in its next wave of growth.After Sea's rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It's hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.2. CrowdStrikeAlthough it's already 40% off its highs, CrowdStrike Holdings (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn't resting on those laurels, as it's still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.3. StoneCoBrazilian payments company StoneCo (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.StoneCo's stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn't be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil's economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.These growth initiatives could make StoneCo a much bigger business in the long run, but it's requiring investment now. So the company's high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil's economy doesn't deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697167534,"gmtCreate":1642378388660,"gmtModify":1642378388924,"author":{"id":"3581983907375620","authorId":"3581983907375620","name":"CHanzhong","avatar":"https://static.tigerbbs.com/e5d4de2fa337d285889b33cba3bb8ea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697167534","repostId":"1108296248","repostType":4,"repost":{"id":"1108296248","pubTimestamp":1642397704,"share":"https://www.laohu8.com/m/news/1108296248?lang=&edition=full","pubTime":"2022-01-17 13:35","market":"us","language":"en","title":"Get Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108296248","media":"MarketWatch","summary":"Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide c","content":"<html><head></head><body><p>Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a lot.</p><p>One thing feels assured: the days of making easy money are over in the pandemic era. Benchmark interest rates are headed higher and bond yields, which have been anchored at historically low levels, are destined to rise in tandem.</p><p>It seemed as if Federal Reserve members couldn’t make that point any clearer this past week, ahead of the traditional media blackout that precedes the central bank’s first policy meeting of the year on Jan. 25-26.</p><p>The U.S. consumer-price and producer-price index releases this week have only cemented the market’s expectations of a more aggressive or hawkish monetary policy from the Fed.</p><p>The only real question is how many interest-rate increases will the Federal Open Market Committee dole out in 2022. JPMorgan Chase &amp; Co. JPM CEO Jamie Dimon intimated that seven might be the number to beat, with market-based projections pointing to the potential for three increases to the federal-funds rate in the coming months.</p><p>Meanwhile, yields for the 10-year Treasury note yielded 1.771% Friday afternoon, which means that yields have climbed by about 26 basis points in the first 10 trading days to start a calendar year, which would be the briskest such rise since 1992, according to Dow Jones Market Data. Back 30 years ago, the 10-year rose 32 basis points to around 7% to start that year.</p><p>The 2-year note BX:TMUBMUSD02Y, which tends to be more sensitive to the Fed’s interest rate moves, is knocking on the door of 1%, up 24 basis points so far this year, FactSet data show.</p><p>But do interest rate increases translate into a weaker stock market?</p><p>As it turns out, during so-called rate-hike cycles, which we seem set to enter into as early as March, the market tends to perform strongly, not poorly.</p><p>In fact, during a Fed rate-hike period the average return for the Dow Jones Industrial Average DJIA is nearly 55%, that of the S&amp;P 500 SPX is a gain of 62.9% and the Nasdaq Composite COMP has averaged a positive return of 102.7%, according to Dow Jones, using data going back to 1989 (see attached table). Fed interest rate cuts, perhaps unsurprisingly, also yield strong gains, with the Dow up 23%, the S&amp;P 500 gaining 21% and the Nasdaq rising 32%, on average during a period of Fed rate cuts.</p><p>Interest rate cuts tend to occur during periods when the economy is weak and rate hikes when the economy is viewed as too hot by some measure, which may account for the disparity in stock market performance during periods when interest-rate reductions occur.</p><p>To be sure, it is harder to see the market producing outperformance during a period in which the economy experiences 1970s-style inflation. Right now, it feels unlikely that bullish investors will get a whiff of double-digit returns based on the way stocks are shaping up so far in 2022. The Dow is down 1.2%, the S&amp;P 500 is off 2.2%, while the Nasdaq Composite is down a whopping 4.8% thus far in January.</p><p><b>What’s working?</b></p><p>So far this year, winning stock market trades have been in energy, with the S&amp;P 500’s energy sector XX:SP500 XLE looking at a 16.4% advance so far in 2022, while financials XX:SP500 XLF are running a distant second, up 4.4%. The other nine sectors of the S&amp;P 500 are either flat or lower.</p><p>Meanwhile, value themes are making a more pronounced comeback, eking out a 0.1% weekly gain last week, as measured by the iShares S&amp;P 500 Value ETF IVE, but month to date the return is 1.2%.</p><p><b>What’s not working?</b></p><p>Growth factors are getting hammered thus far as bond yields rise because a rapid rise in yields makes their future cash flows less valuable. Higher interest rates also hinder technology companies’ ability to fund stock buy backs. The popular iShares S&amp;P 500 Growth ETF IVW is down 0.6% on the week and down 5.1% in January so far.</p><p><b>What’s really not working?</b></p><p>Biotech stocks are getting shellacked, with the iShares Biotechnology ETF IBB down 1.1% on the week and 9% on the month so far.</p><p>And a popular retail-oriented ETF, the SPDR S&amp;P Retail ETF XRT tumbled 4.1% last week, contributing to a 7.4% decline in the month to date.</p><p>And Cathie Wood’s flagship ARK Innovation ETF ARKK finished the week down nearly 5% for a 15.2% decline in the first two weeks of January. Other funds in the complex, including ARK Genomic Revolution ETF ARKG and ARK Fintech Innovation ETF ARKF are similarly woebegone.</p><p>And popular meme names also are getting hammered, with GameStop Corp. GME down 17% last week and off over 21% in January, while AMC Entertainment Holdings AMC sank nearly 11% on the week and more than 24% in the month to date.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p><b>Friday</b></p><p>Leading economic indicators for December at 10 a.m.</p></body></html>","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>Get Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.</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\">\nGet Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108296248","content_text":"Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a lot.One thing feels assured: the days of making easy money are over in the pandemic era. Benchmark interest rates are headed higher and bond yields, which have been anchored at historically low levels, are destined to rise in tandem.It seemed as if Federal Reserve members couldn’t make that point any clearer this past week, ahead of the traditional media blackout that precedes the central bank’s first policy meeting of the year on Jan. 25-26.The U.S. consumer-price and producer-price index releases this week have only cemented the market’s expectations of a more aggressive or hawkish monetary policy from the Fed.The only real question is how many interest-rate increases will the Federal Open Market Committee dole out in 2022. JPMorgan Chase & Co. JPM CEO Jamie Dimon intimated that seven might be the number to beat, with market-based projections pointing to the potential for three increases to the federal-funds rate in the coming months.Meanwhile, yields for the 10-year Treasury note yielded 1.771% Friday afternoon, which means that yields have climbed by about 26 basis points in the first 10 trading days to start a calendar year, which would be the briskest such rise since 1992, according to Dow Jones Market Data. Back 30 years ago, the 10-year rose 32 basis points to around 7% to start that year.The 2-year note BX:TMUBMUSD02Y, which tends to be more sensitive to the Fed’s interest rate moves, is knocking on the door of 1%, up 24 basis points so far this year, FactSet data show.But do interest rate increases translate into a weaker stock market?As it turns out, during so-called rate-hike cycles, which we seem set to enter into as early as March, the market tends to perform strongly, not poorly.In fact, during a Fed rate-hike period the average return for the Dow Jones Industrial Average DJIA is nearly 55%, that of the S&P 500 SPX is a gain of 62.9% and the Nasdaq Composite COMP has averaged a positive return of 102.7%, according to Dow Jones, using data going back to 1989 (see attached table). Fed interest rate cuts, perhaps unsurprisingly, also yield strong gains, with the Dow up 23%, the S&P 500 gaining 21% and the Nasdaq rising 32%, on average during a period of Fed rate cuts.Interest rate cuts tend to occur during periods when the economy is weak and rate hikes when the economy is viewed as too hot by some measure, which may account for the disparity in stock market performance during periods when interest-rate reductions occur.To be sure, it is harder to see the market producing outperformance during a period in which the economy experiences 1970s-style inflation. Right now, it feels unlikely that bullish investors will get a whiff of double-digit returns based on the way stocks are shaping up so far in 2022. The Dow is down 1.2%, the S&P 500 is off 2.2%, while the Nasdaq Composite is down a whopping 4.8% thus far in January.What’s working?So far this year, winning stock market trades have been in energy, with the S&P 500’s energy sector XX:SP500 XLE looking at a 16.4% advance so far in 2022, while financials XX:SP500 XLF are running a distant second, up 4.4%. The other nine sectors of the S&P 500 are either flat or lower.Meanwhile, value themes are making a more pronounced comeback, eking out a 0.1% weekly gain last week, as measured by the iShares S&P 500 Value ETF IVE, but month to date the return is 1.2%.What’s not working?Growth factors are getting hammered thus far as bond yields rise because a rapid rise in yields makes their future cash flows less valuable. Higher interest rates also hinder technology companies’ ability to fund stock buy backs. The popular iShares S&P 500 Growth ETF IVW is down 0.6% on the week and down 5.1% in January so far.What’s really not working?Biotech stocks are getting shellacked, with the iShares Biotechnology ETF IBB down 1.1% on the week and 9% on the month so far.And a popular retail-oriented ETF, the SPDR S&P Retail ETF XRT tumbled 4.1% last week, contributing to a 7.4% decline in the month to date.And Cathie Wood’s flagship ARK Innovation ETF ARKK finished the week down nearly 5% for a 15.2% decline in the first two weeks of January. Other funds in the complex, including ARK Genomic Revolution ETF ARKG and ARK Fintech Innovation ETF ARKF are similarly woebegone.And popular meme names also are getting hammered, with GameStop Corp. GME down 17% last week and off over 21% in January, while AMC Entertainment Holdings AMC sank nearly 11% on the week and more than 24% in the month to date.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.FridayLeading economic indicators for December at 10 a.m.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825704713,"gmtCreate":1634256837351,"gmtModify":1634274408989,"author":{"id":"3581983907375620","authorId":"3581983907375620","name":"CHanzhong","avatar":"https://static.tigerbbs.com/e5d4de2fa337d285889b33cba3bb8ea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825704713","repostId":"2175118595","repostType":4,"repost":{"id":"2175118595","pubTimestamp":1634253600,"share":"https://www.laohu8.com/m/news/2175118595?lang=&edition=full","pubTime":"2021-10-15 07:20","market":"us","language":"en","title":"Alcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program","url":"https://stock-news.laohu8.com/highlight/detail?id=2175118595","media":"StreetInsider","summary":"Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than th","content":"<p>Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. The company also set a record for quarterly net income, which came in at $337 million.</p>\n<p>Quarterly revenue was $3.1 billion (vs. Street of $2.91 billion) driven by higher aluminum and alumina prices, and higher premiums for value-add products.</p>\n<p>The company anticipates a strong 2021 based on the continued economic recovery and increased demand for aluminum in all end markets, expecting the annual global demand for primary aluminum to increase approximately 10% year-over-year and to surpass the pre-pandemic levels in 2019.</p>\n<p>The company announced the initiation of a quarterly cash dividend on its common stock of $0.10 per share expected to be paid on November 19 to stockholders of record as of the close of business on October 29.</p>\n<p>In addition, the company authorized a new $500 million share repurchase program, in addition to the remaining $150 million under the company’s previously authorized share repurchase program.</p>\n<p>Alcoa&nbsp;shares&nbsp;rose&nbsp;6.07%&nbsp;in&nbsp;after-hour&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/af780f85245750e643f9a8a0ee80d671\" tg-width=\"900\" tg-height=\"592\" width=\"100%\" height=\"auto\"></p>","source":"highlight_streetinsider","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>Alcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program</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\">\nAlcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19063295><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19063295\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19063295","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175118595","content_text":"Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. The company also set a record for quarterly net income, which came in at $337 million.\nQuarterly revenue was $3.1 billion (vs. Street of $2.91 billion) driven by higher aluminum and alumina prices, and higher premiums for value-add products.\nThe company anticipates a strong 2021 based on the continued economic recovery and increased demand for aluminum in all end markets, expecting the annual global demand for primary aluminum to increase approximately 10% year-over-year and to surpass the pre-pandemic levels in 2019.\nThe company announced the initiation of a quarterly cash dividend on its common stock of $0.10 per share expected to be paid on November 19 to stockholders of record as of the close of business on October 29.\nIn addition, the company authorized a new $500 million share repurchase program, in addition to the remaining $150 million under the company’s previously authorized share repurchase program.\nAlcoa shares rose 6.07% in after-hour trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":825704713,"gmtCreate":1634256837351,"gmtModify":1634274408989,"author":{"id":"3581983907375620","authorId":"3581983907375620","name":"CHanzhong","avatar":"https://static.tigerbbs.com/e5d4de2fa337d285889b33cba3bb8ea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825704713","repostId":"2175118595","repostType":4,"repost":{"id":"2175118595","pubTimestamp":1634253600,"share":"https://www.laohu8.com/m/news/2175118595?lang=&edition=full","pubTime":"2021-10-15 07:20","market":"us","language":"en","title":"Alcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program","url":"https://stock-news.laohu8.com/highlight/detail?id=2175118595","media":"StreetInsider","summary":"Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than th","content":"<p>Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. The company also set a record for quarterly net income, which came in at $337 million.</p>\n<p>Quarterly revenue was $3.1 billion (vs. Street of $2.91 billion) driven by higher aluminum and alumina prices, and higher premiums for value-add products.</p>\n<p>The company anticipates a strong 2021 based on the continued economic recovery and increased demand for aluminum in all end markets, expecting the annual global demand for primary aluminum to increase approximately 10% year-over-year and to surpass the pre-pandemic levels in 2019.</p>\n<p>The company announced the initiation of a quarterly cash dividend on its common stock of $0.10 per share expected to be paid on November 19 to stockholders of record as of the close of business on October 29.</p>\n<p>In addition, the company authorized a new $500 million share repurchase program, in addition to the remaining $150 million under the company’s previously authorized share repurchase program.</p>\n<p>Alcoa&nbsp;shares&nbsp;rose&nbsp;6.07%&nbsp;in&nbsp;after-hour&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/af780f85245750e643f9a8a0ee80d671\" tg-width=\"900\" tg-height=\"592\" width=\"100%\" height=\"auto\"></p>","source":"highlight_streetinsider","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>Alcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program</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\">\nAlcoa Reports Q3 Beat, Initiates a Quarterly Dividend and Authorizes a New $500 Million Share Repurchase Program\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19063295><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19063295\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19063295","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175118595","content_text":"Alcoa (NYSE: AA) reported its Q3 results today, with quarterly EPS of $2.05 coming in better than the consensus estimate of $1.66, and representing the company’s highest quarterly earnings per share. The company also set a record for quarterly net income, which came in at $337 million.\nQuarterly revenue was $3.1 billion (vs. Street of $2.91 billion) driven by higher aluminum and alumina prices, and higher premiums for value-add products.\nThe company anticipates a strong 2021 based on the continued economic recovery and increased demand for aluminum in all end markets, expecting the annual global demand for primary aluminum to increase approximately 10% year-over-year and to surpass the pre-pandemic levels in 2019.\nThe company announced the initiation of a quarterly cash dividend on its common stock of $0.10 per share expected to be paid on November 19 to stockholders of record as of the close of business on October 29.\nIn addition, the company authorized a new $500 million share repurchase program, in addition to the remaining $150 million under the company’s previously authorized share repurchase program.\nAlcoa shares rose 6.07% in after-hour trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630094938,"gmtCreate":1642624413478,"gmtModify":1642624414340,"author":{"id":"3581983907375620","authorId":"3581983907375620","name":"CHanzhong","avatar":"https://static.tigerbbs.com/e5d4de2fa337d285889b33cba3bb8ea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630094938","repostId":"2204307707","repostType":4,"repost":{"id":"2204307707","pubTimestamp":1642597998,"share":"https://www.laohu8.com/m/news/2204307707?lang=&edition=full","pubTime":"2022-01-19 21:13","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2204307707","media":"Motley Fool","summary":"These three top growth names are already down a lot and trade at fair prices, but could become really huge bargains if the market falls more amid rising interest rates.","content":"<html><head></head><body><p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.</p><p>To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661536%2Fgettyimages-1280294961.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Sea Limited</h2><p>Shares of Southeast Asian mobile gaming, e-commerce, and digital finance company <b>Sea Limited</b> (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit <i>Free Fire</i>. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.</p><p>Meanwhile, Sea&#39;s highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.</p><p>Yes, Chinese internet giant <b>Tencent</b> did just sell some of its Sea Limited stake, which could shake others&#39; confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That&#39;s just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.</p><p>The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn&#39;t want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent&#39;s voting share could have been necessary for Sea to succeed in its next wave of growth.</p><p>After Sea&#39;s rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It&#39;s hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.</p><h2>2. CrowdStrike</h2><p>Although it&#39;s already 40% off its highs,<b> CrowdStrike Holdings</b> (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.</p><p>But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.</p><p>The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn&#39;t resting on those laurels, as it&#39;s still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.</p><p>The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.</p><p>What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.</p><h2>3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>Brazilian payments company <b>StoneCo</b> (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.</p><p>StoneCo&#39;s stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn&#39;t be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.</p><p>Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil&#39;s economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.</p><p>At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.</p><p>These growth initiatives could make StoneCo a much bigger business in the long run, but it&#39;s requiring investment now. So the company&#39;s high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.</p><p>While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil&#39;s economy doesn&#39;t deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4535":"淡马锡持仓","STNE":"StoneCo","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4097":"系统软件","SE":"Sea Ltd","BK4085":"互动家庭娱乐","BK4528":"SaaS概念","BK4560":"网络安全概念","BK4532":"文艺复兴科技持仓","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204307707","content_text":"Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.Image source: Getty Images.1. Sea LimitedShares of Southeast Asian mobile gaming, e-commerce, and digital finance company Sea Limited (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit Free Fire. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.Meanwhile, Sea's highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.Yes, Chinese internet giant Tencent did just sell some of its Sea Limited stake, which could shake others' confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That's just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn't want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent's voting share could have been necessary for Sea to succeed in its next wave of growth.After Sea's rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It's hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.2. CrowdStrikeAlthough it's already 40% off its highs, CrowdStrike Holdings (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn't resting on those laurels, as it's still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.3. StoneCoBrazilian payments company StoneCo (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.StoneCo's stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn't be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil's economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.These growth initiatives could make StoneCo a much bigger business in the long run, but it's requiring investment now. So the company's high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil's economy doesn't deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697167534,"gmtCreate":1642378388660,"gmtModify":1642378388924,"author":{"id":"3581983907375620","authorId":"3581983907375620","name":"CHanzhong","avatar":"https://static.tigerbbs.com/e5d4de2fa337d285889b33cba3bb8ea1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697167534","repostId":"1108296248","repostType":4,"repost":{"id":"1108296248","pubTimestamp":1642397704,"share":"https://www.laohu8.com/m/news/1108296248?lang=&edition=full","pubTime":"2022-01-17 13:35","market":"us","language":"en","title":"Get Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108296248","media":"MarketWatch","summary":"Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide c","content":"<html><head></head><body><p>Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a lot.</p><p>One thing feels assured: the days of making easy money are over in the pandemic era. Benchmark interest rates are headed higher and bond yields, which have been anchored at historically low levels, are destined to rise in tandem.</p><p>It seemed as if Federal Reserve members couldn’t make that point any clearer this past week, ahead of the traditional media blackout that precedes the central bank’s first policy meeting of the year on Jan. 25-26.</p><p>The U.S. consumer-price and producer-price index releases this week have only cemented the market’s expectations of a more aggressive or hawkish monetary policy from the Fed.</p><p>The only real question is how many interest-rate increases will the Federal Open Market Committee dole out in 2022. JPMorgan Chase &amp; Co. JPM CEO Jamie Dimon intimated that seven might be the number to beat, with market-based projections pointing to the potential for three increases to the federal-funds rate in the coming months.</p><p>Meanwhile, yields for the 10-year Treasury note yielded 1.771% Friday afternoon, which means that yields have climbed by about 26 basis points in the first 10 trading days to start a calendar year, which would be the briskest such rise since 1992, according to Dow Jones Market Data. Back 30 years ago, the 10-year rose 32 basis points to around 7% to start that year.</p><p>The 2-year note BX:TMUBMUSD02Y, which tends to be more sensitive to the Fed’s interest rate moves, is knocking on the door of 1%, up 24 basis points so far this year, FactSet data show.</p><p>But do interest rate increases translate into a weaker stock market?</p><p>As it turns out, during so-called rate-hike cycles, which we seem set to enter into as early as March, the market tends to perform strongly, not poorly.</p><p>In fact, during a Fed rate-hike period the average return for the Dow Jones Industrial Average DJIA is nearly 55%, that of the S&amp;P 500 SPX is a gain of 62.9% and the Nasdaq Composite COMP has averaged a positive return of 102.7%, according to Dow Jones, using data going back to 1989 (see attached table). Fed interest rate cuts, perhaps unsurprisingly, also yield strong gains, with the Dow up 23%, the S&amp;P 500 gaining 21% and the Nasdaq rising 32%, on average during a period of Fed rate cuts.</p><p>Interest rate cuts tend to occur during periods when the economy is weak and rate hikes when the economy is viewed as too hot by some measure, which may account for the disparity in stock market performance during periods when interest-rate reductions occur.</p><p>To be sure, it is harder to see the market producing outperformance during a period in which the economy experiences 1970s-style inflation. Right now, it feels unlikely that bullish investors will get a whiff of double-digit returns based on the way stocks are shaping up so far in 2022. The Dow is down 1.2%, the S&amp;P 500 is off 2.2%, while the Nasdaq Composite is down a whopping 4.8% thus far in January.</p><p><b>What’s working?</b></p><p>So far this year, winning stock market trades have been in energy, with the S&amp;P 500’s energy sector XX:SP500 XLE looking at a 16.4% advance so far in 2022, while financials XX:SP500 XLF are running a distant second, up 4.4%. The other nine sectors of the S&amp;P 500 are either flat or lower.</p><p>Meanwhile, value themes are making a more pronounced comeback, eking out a 0.1% weekly gain last week, as measured by the iShares S&amp;P 500 Value ETF IVE, but month to date the return is 1.2%.</p><p><b>What’s not working?</b></p><p>Growth factors are getting hammered thus far as bond yields rise because a rapid rise in yields makes their future cash flows less valuable. Higher interest rates also hinder technology companies’ ability to fund stock buy backs. The popular iShares S&amp;P 500 Growth ETF IVW is down 0.6% on the week and down 5.1% in January so far.</p><p><b>What’s really not working?</b></p><p>Biotech stocks are getting shellacked, with the iShares Biotechnology ETF IBB down 1.1% on the week and 9% on the month so far.</p><p>And a popular retail-oriented ETF, the SPDR S&amp;P Retail ETF XRT tumbled 4.1% last week, contributing to a 7.4% decline in the month to date.</p><p>And Cathie Wood’s flagship ARK Innovation ETF ARKK finished the week down nearly 5% for a 15.2% decline in the first two weeks of January. Other funds in the complex, including ARK Genomic Revolution ETF ARKG and ARK Fintech Innovation ETF ARKF are similarly woebegone.</p><p>And popular meme names also are getting hammered, with GameStop Corp. GME down 17% last week and off over 21% in January, while AMC Entertainment Holdings AMC sank nearly 11% on the week and more than 24% in the month to date.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p><b>Friday</b></p><p>Leading economic indicators for December at 10 a.m.</p></body></html>","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>Get Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.</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\">\nGet Ready for the Climb. Here’s What History Says about Stock-Market Returns during Fed Rate-hike Cycles.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/get-ready-for-the-climb-heres-what-history-says-about-stock-market-returns-during-fed-rate-hike-cycles-11642248640?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108296248","content_text":"Bond yields are rising again so far in 2022. The U.S. stock market seems vulnerable to a bona fide correction. But what can you really tell from a mere two weeks into a new year? Not much and quite a lot.One thing feels assured: the days of making easy money are over in the pandemic era. Benchmark interest rates are headed higher and bond yields, which have been anchored at historically low levels, are destined to rise in tandem.It seemed as if Federal Reserve members couldn’t make that point any clearer this past week, ahead of the traditional media blackout that precedes the central bank’s first policy meeting of the year on Jan. 25-26.The U.S. consumer-price and producer-price index releases this week have only cemented the market’s expectations of a more aggressive or hawkish monetary policy from the Fed.The only real question is how many interest-rate increases will the Federal Open Market Committee dole out in 2022. JPMorgan Chase & Co. JPM CEO Jamie Dimon intimated that seven might be the number to beat, with market-based projections pointing to the potential for three increases to the federal-funds rate in the coming months.Meanwhile, yields for the 10-year Treasury note yielded 1.771% Friday afternoon, which means that yields have climbed by about 26 basis points in the first 10 trading days to start a calendar year, which would be the briskest such rise since 1992, according to Dow Jones Market Data. Back 30 years ago, the 10-year rose 32 basis points to around 7% to start that year.The 2-year note BX:TMUBMUSD02Y, which tends to be more sensitive to the Fed’s interest rate moves, is knocking on the door of 1%, up 24 basis points so far this year, FactSet data show.But do interest rate increases translate into a weaker stock market?As it turns out, during so-called rate-hike cycles, which we seem set to enter into as early as March, the market tends to perform strongly, not poorly.In fact, during a Fed rate-hike period the average return for the Dow Jones Industrial Average DJIA is nearly 55%, that of the S&P 500 SPX is a gain of 62.9% and the Nasdaq Composite COMP has averaged a positive return of 102.7%, according to Dow Jones, using data going back to 1989 (see attached table). Fed interest rate cuts, perhaps unsurprisingly, also yield strong gains, with the Dow up 23%, the S&P 500 gaining 21% and the Nasdaq rising 32%, on average during a period of Fed rate cuts.Interest rate cuts tend to occur during periods when the economy is weak and rate hikes when the economy is viewed as too hot by some measure, which may account for the disparity in stock market performance during periods when interest-rate reductions occur.To be sure, it is harder to see the market producing outperformance during a period in which the economy experiences 1970s-style inflation. Right now, it feels unlikely that bullish investors will get a whiff of double-digit returns based on the way stocks are shaping up so far in 2022. The Dow is down 1.2%, the S&P 500 is off 2.2%, while the Nasdaq Composite is down a whopping 4.8% thus far in January.What’s working?So far this year, winning stock market trades have been in energy, with the S&P 500’s energy sector XX:SP500 XLE looking at a 16.4% advance so far in 2022, while financials XX:SP500 XLF are running a distant second, up 4.4%. The other nine sectors of the S&P 500 are either flat or lower.Meanwhile, value themes are making a more pronounced comeback, eking out a 0.1% weekly gain last week, as measured by the iShares S&P 500 Value ETF IVE, but month to date the return is 1.2%.What’s not working?Growth factors are getting hammered thus far as bond yields rise because a rapid rise in yields makes their future cash flows less valuable. Higher interest rates also hinder technology companies’ ability to fund stock buy backs. The popular iShares S&P 500 Growth ETF IVW is down 0.6% on the week and down 5.1% in January so far.What’s really not working?Biotech stocks are getting shellacked, with the iShares Biotechnology ETF IBB down 1.1% on the week and 9% on the month so far.And a popular retail-oriented ETF, the SPDR S&P Retail ETF XRT tumbled 4.1% last week, contributing to a 7.4% decline in the month to date.And Cathie Wood’s flagship ARK Innovation ETF ARKK finished the week down nearly 5% for a 15.2% decline in the first two weeks of January. Other funds in the complex, including ARK Genomic Revolution ETF ARKG and ARK Fintech Innovation ETF ARKF are similarly woebegone.And popular meme names also are getting hammered, with GameStop Corp. GME down 17% last week and off over 21% in January, while AMC Entertainment Holdings AMC sank nearly 11% on the week and more than 24% in the month to date.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.FridayLeading economic indicators for December at 10 a.m.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}