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tchaikovskia
2021-10-01
Sweet nuts
抱歉，原内容已删除
tchaikovskia
2021-10-17
Sweet nuts
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tchaikovskia
2021-10-13
Sweet nuts
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tchaikovskia
2021-10-01
Sweet nuts
抱歉，原内容已删除
tchaikovskia
2021-10-01
Sweet nuts
Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.
tchaikovskia
2021-10-25
Oh snap
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snap ","listText":"Oh snap ","text":"Oh snap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856357400","repostId":"1167039476","repostType":4,"repost":{"id":"1167039476","pubTimestamp":1635123100,"share":"https://www.laohu8.com/m/news/1167039476?lang=&edition=full","pubTime":"2021-10-25 08:51","market":"us","language":"en","title":"Facebook Reports Earnings Monday. Snap Earnings Weren’t a Great Sign.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167039476","media":"Barrons","summary":"After Snap said it took a revenue hit from Apple’s recent privacy changes for mobile advertising, in","content":"<p>After Snap said it took a revenue hit from Apple’s recent privacy changes for mobile advertising, investors wondered what it could mean for Facebook.They won’t have to wait long for an answer.</p>\n<p>Facebook (ticker: FB) is set to report third quarter earnings results after the market closes on Monday, but news from Snap (SNAP) sent Facebook shares down 5.1% in Friday trading after results for Snapchat’s parent company fell short of expectations. A key concern among investors was the impact of Apple’s changes to targeted advertising on mobile devices: Applenow asks users if they want to opt in to the practice, and data from research firm Flurry suggests only 15% of U.S. consumers opt into tracking when offered the choice. Facebook’s report on Monday will show how widespread the impact is to mobile advertising-focused firms.</p>\n<p>Wall Street’s consensus estimate for Facebook’s third quarter calls for sales of $29.57 billion and earnings of $3.19 a share, according to FactSet. Analysts forecast that monthly active users hit 2.92 billion during the quarter, and predict that Facebook had 1.93 billion daily active users.</p>\n<p>“We expect Q3 results/outlook probably a bit better than Snap’s, with the company already acknowledging targeting headwinds, and more proactively developing tools to help with measurement and attribution,” Baird analyst Colin Sebastian wrote on Monday.</p>\n<p>There’s a lot more news swirling around Facebook, with the company mulling changing its name, The Verge reports. (<i>Barron’s</i> was unable to corroborate The Verge’s report, which cites one anonymous source.) 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But Facebook isn’t the only company trying to build the metaverse, with upstarts in the videogame business like closely held Epic Games’ Fortnite,Roblox (RBLX), and Microsoft’s (MSFT) Minecraft all breaking ground on such online experiences.</p>","source":"lsy1601382232898","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>Facebook Reports Earnings Monday. Snap Earnings Weren’t a Great Sign.</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\">\nFacebook Reports Earnings Monday. Snap Earnings Weren’t a Great Sign.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 08:51 GMT+8 <a href=https://www.barrons.com/articles/facebook-stock-earnings-preview-51635020234?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After Snap said it took a revenue hit from Apple’s recent privacy changes for mobile advertising, investors wondered what it could mean for Facebook.They won’t have to wait long for an answer.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-earnings-preview-51635020234?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-stock-earnings-preview-51635020234?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167039476","content_text":"After Snap said it took a revenue hit from Apple’s recent privacy changes for mobile advertising, investors wondered what it could mean for Facebook.They won’t have to wait long for an answer.\nFacebook (ticker: FB) is set to report third quarter earnings results after the market closes on Monday, but news from Snap (SNAP) sent Facebook shares down 5.1% in Friday trading after results for Snapchat’s parent company fell short of expectations. A key concern among investors was the impact of Apple’s changes to targeted advertising on mobile devices: Applenow asks users if they want to opt in to the practice, and data from research firm Flurry suggests only 15% of U.S. consumers opt into tracking when offered the choice. Facebook’s report on Monday will show how widespread the impact is to mobile advertising-focused firms.\nWall Street’s consensus estimate for Facebook’s third quarter calls for sales of $29.57 billion and earnings of $3.19 a share, according to FactSet. Analysts forecast that monthly active users hit 2.92 billion during the quarter, and predict that Facebook had 1.93 billion daily active users.\n“We expect Q3 results/outlook probably a bit better than Snap’s, with the company already acknowledging targeting headwinds, and more proactively developing tools to help with measurement and attribution,” Baird analyst Colin Sebastian wrote on Monday.\nThere’s a lot more news swirling around Facebook, with the company mulling changing its name, The Verge reports. (Barron’s was unable to corroborate The Verge’s report, which cites one anonymous source.) Earlier this month, whistleblower Frances Haugen’s damaging testimony about internal data and documents she submitted to lawmakers, regulators, and journalists seemed to drum up more support in Washington, D.C. for reining in the company. What steps, if any, lawmakers will take is unclear.\nIn a statement posted on Twitter, Facebook’s policy communications director Andy Stone said the company does not agree with many of Haugen’s characterizations of the issues she testified about, but called on lawmakers to make a standard set of rules for the internet.\nInvestors might wonder if a potential name change for Facebook is linked to a string of controversies in recent years about user data and its app’s potential influence on political polarization.On the flip side, the company is much more than its social network bearing the same name: It also owns Instagram, WhatsApp, and virtual reality headset maker Oculus.\nBeyond the company’s Monday earnings call, investors will be able to hear from Facebook CEO Mark Zuckerberg on Oct. 28, when he is slated to speak during the company’s virtual Facebook Connect event.Zuckerberg is set to discuss Facebook’s interest in the metaverse, a theorized next evolution of the internet, in which users socialize, shop, and consume entertainment in always-online virtual worlds.\nThe metaverse has been on Facebook’s radar for some time: The company bought Oculus in 2014, and during the company’s July conference call, Zuckerberg said building the metaverse was the company’s long-term aspiration. But Facebook isn’t the only company trying to build the metaverse, with upstarts in the videogame business like closely held Epic Games’ Fortnite,Roblox (RBLX), and Microsoft’s (MSFT) Minecraft all breaking ground on such online experiences.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827138677,"gmtCreate":1634431664555,"gmtModify":1634434823196,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827138677","repostId":"1169383767","repostType":4,"repost":{"id":"1169383767","pubTimestamp":1634311170,"share":"https://www.laohu8.com/m/news/1169383767?lang=&edition=full","pubTime":"2021-10-15 23:19","market":"us","language":"en","title":"Plug Power's Lowered Guidance Lacking Detail, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1169383767","media":"TheStreet","summary":"'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of ","content":"<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.</p>\n<p>While Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.</p>\n<p>“Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.</p>\n<p>The stock recently traded at $32.13, up 1%.</p>\n<p>Among the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.</p>\n<p>“The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.</p>\n<p>What's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.</p>\n<p>\"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.</p>\n<p>Also lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.</p>\n<p>“The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.</p>\n<p>\"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”</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>Plug Power's Lowered Guidance Lacking Detail, Analyst Says</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\">\nPlug Power's Lowered Guidance Lacking Detail, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:19 GMT+8 <a href=https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.\nWhile Plug Power shares firmed Friday ...</p>\n\n<a href=\"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.thestreet.com/investing/coker-palmer-lack-of-detail-plug-power","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169383767","content_text":"'Details were not provided,' Coker Palmer analyst Vaibhav Vaishnav writes. He has a price target of $13 for the stock, compared to its recent quote of $32.08.\nWhile Plug Power shares firmed Friday after the hydrogen technology company’s earnings guidance beat expectations, at least one analyst wanted something else: details.\n“Details were not provided,” Vaibhav Vaishnav of Coker Palmer Institutional wrote in a commentary. He sees tough sledding for Plug Power’s stock in the near term, with a price target of $13. He rates Plug Power a sector underperform.\nThe stock recently traded at $32.13, up 1%.\nAmong the details Vaishnav sees as missing: Specifics on the company's $3 billion revenue estimate as well as investments needed to achieve its stated targets.\n“The company spoke only about $1 billion in revenue from material handling and $700 million from hydrogen fuel,” Vaishnav said. “We assume the current four segments together total $1 billion, and $700 million is from third-party sales. PLUG also mentioned three gigawatt installed electrolyzers by 2025,\" the analyst wrote.\nWhat's more, Plug Power is targeting 500 Temperature Programmed Desorption (TPD) plants and 1,000 TPD plants by 2025/'28 respectively.\n\"Each 20 TPD plant costs $100 million, implying $2 billion/$4 billion capex beyond the initial 100 TPD targeted by the end of 2022,\" Viashnav wrote. \"PLUG intends to build a GW factory in Korea and a 2 GW factory in Australia. The HYVIA production facility could cost $200 million.\nAlso lacking additional detail, according to Viashnav: the company's estimates on how much it can make on hydrogen sales.\n“The average purchase price for hydrogen from third parties, the amount of hydrogen lost in storage/transfer and the selling price to internal customers,\" Vaishnav said.\n\"The company estimates it can generate 30% gross margins at $6/kilogram, which makes sense to us. But we look for clarity on translation from the $6/kg selling price to an effective price realized of $4/Kg in 2019/’20/1H ‘21.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822190110,"gmtCreate":1634098166054,"gmtModify":1634099001883,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822190110","repostId":"1198930462","repostType":4,"repost":{"id":"1198930462","pubTimestamp":1634044920,"share":"https://www.laohu8.com/m/news/1198930462?lang=&edition=full","pubTime":"2021-10-12 21:22","market":"us","language":"en","title":"Why you won’t know it when a bear market starts","url":"https://stock-news.laohu8.com/highlight/detail?id=1198930462","media":"MarketWatch","summary":"It’s crucial to devise a strategy that you can live with through a bear market\nAFP via Getty Images\n","content":"<p>It’s crucial to devise a strategy that you can live with through a bear market</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82a6b41119b11a31337948b9b003acab\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>AFP via Getty Images</span></p>\n<p></p>\n<p>It was on Oct. 9, 2007, 14 years ago this week, that the stock market hit its bull market high prior to the beginning of the Financial Crisis-induced bear market.</p>\n<p>I am willing to bet that the last thing on your mind that day was whether a new bear market was beginning. Instead, you undoubtedly were sharing in the exuberance that accompanied yet another new bull-market high. The S&P 500 was 120% higher than where it had stood at the beginning of that bull market, five years previously.</p>\n<p>And, yet, one of the worst bear markets in U.S. history was beginning on that very day. The S&P 500 over the subsequent 16 months would <i>lose</i> 55%.</p>\n<p>This walk down memory lane is important because it serves as a reminder that bull market tops aren’t recognized in real time. It’s only after the fact that it becomes clear that the bull market has ended.</p>\n<p>Many clients strenuously disagree with me about this, insisting that they in fact did have a good sense the bull market was topping out in October 2007. But they almost certainly are rewriting history, which is understandable. It’s human nature to rewrite the past to make it seem obvious that events would unfold as they did.</p>\n<p>But the beginning of the 2007-2009 bear market was anything but obvious in the moment.</p>\n<p>If you have any doubt, consider the average recommended equity exposure among a subset of nearly 100 short-term stock market timers my firm monitors on a daily basis. (This average is what’s represented by the Hulbert Stock Newsletter Sentiment Index, or HSNSI.) On average, the HSNSI reaches its highest level on the very day the bull market tops out.</p>\n<p>This is illustrated in the accompanying chart. It averages the HSNSI over the six weeks prior and six weeks subsequent to every bull market top of the last 40 years (per the calendar maintained by Ned Davis Research). As you can see, the HSNSI rises 20 percentage points over the final six weeks of the average bull market, and then plunges 40 percentage points over the first six weeks of the subsequent bear market.</p>\n<p><img src=\"https://static.tigerbbs.com/8bc18ef162a6e98217aada4619d99651\" tg-width=\"700\" tg-height=\"488\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n<p>In other words, professional market timers on average are most optimistic on the very day they should be most pessimistic. They are professionals who follow the market all day, every day. If they can’t do better, then what makes you think you can?</p>\n<p><b>Comments of market timers</b></p>\n<p>I think these statistics make a compelling case. But to add anecdotal icing to the cake, consider a representative sampling of comments made by newsletter editors on the exact day of the October 2007 market top, or in the days immediately prior:</p>\n<ul>\n <li>“If you listen carefully, you can hear the rumbling. That rumbling is the distant thunder of the third phase of this great bull market… I see the good times rolling, I really do.”</li>\n <li>“It’s been a while since I’ve felt so confident about the potential for making some great gains with our serious money. So, if you haven’t done so already, it is essential that you get your money into this [stock] market as quickly as possible. Time waits for no man, and your money is waiting on you. So go to it.”</li>\n <li>“The global bull market in stocks not only continues, but… it’s also entering a strong phase… Now that the Fed has waved the flag that interest rates are going lower, there’s really nothing holding the market back.”</li>\n <li>“Dow 16,000 here we come… [I]t appears to us that the stock market is off to the races for the next 3 to 6 months.” [The Dow on the day of the October 2007 bull market top was 14,165.]</li>\n <li>“The risk of a cyclical bear market decline in excess of 20% is not on the radar screen.”</li>\n <li>“The longer-term bull market is intact… You should be looking to buy on any weakness.”</li>\n</ul>\n<p>Their exuberance is palpable, isn’t it? And odds are overwhelming that that’s how you felt too on that day—regardless of what story you may be telling yourself today.</p>\n<p><b>Investment lesson</b></p>\n<p>The investment implication is clear: Do not count on being able to reduce your equity exposure in order to sidestep a bear market.</p>\n<p>This is why you should devise and then follow a strategy you can live with through a bear market. It won’t necessarily make as much money as the theoretical maximum you could make if you were to be 100% invested during bull markets up until the exact day of the S&P 500’s top, and then moved to be 100% in cash for the duration of the bear market. But no one achieves that theoretical maximum in the real world.</p>\n<p>The perfect is the enemy of the good, in other words.</p>\n<p>For the record, I have no idea whether a bear market has started. It’s been over a month now since the S&P 500 hit what so far has been its bull market high, and it is currently trading nearly 3% lower than that high.</p>\n<p>But if it has started, we won’t know for sure until many months from now and when the market is a whole lot lower.</p>\n<p></p>\n<p></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>Why you won’t know it when a bear market starts </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\">\nWhy you won’t know it when a bear market starts \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 21:22 GMT+8 <a href=https://www.marketwatch.com/story/why-you-wont-know-it-when-a-bear-market-starts-11633654477?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s crucial to devise a strategy that you can live with through a bear market\nAFP via Getty Images\n\nIt was on Oct. 9, 2007, 14 years ago this week, that the stock market hit its bull market high ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-you-wont-know-it-when-a-bear-market-starts-11633654477?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-you-wont-know-it-when-a-bear-market-starts-11633654477?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198930462","content_text":"It’s crucial to devise a strategy that you can live with through a bear market\nAFP via Getty Images\n\nIt was on Oct. 9, 2007, 14 years ago this week, that the stock market hit its bull market high prior to the beginning of the Financial Crisis-induced bear market.\nI am willing to bet that the last thing on your mind that day was whether a new bear market was beginning. Instead, you undoubtedly were sharing in the exuberance that accompanied yet another new bull-market high. The S&P 500 was 120% higher than where it had stood at the beginning of that bull market, five years previously.\nAnd, yet, one of the worst bear markets in U.S. history was beginning on that very day. The S&P 500 over the subsequent 16 months would lose 55%.\nThis walk down memory lane is important because it serves as a reminder that bull market tops aren’t recognized in real time. It’s only after the fact that it becomes clear that the bull market has ended.\nMany clients strenuously disagree with me about this, insisting that they in fact did have a good sense the bull market was topping out in October 2007. But they almost certainly are rewriting history, which is understandable. It’s human nature to rewrite the past to make it seem obvious that events would unfold as they did.\nBut the beginning of the 2007-2009 bear market was anything but obvious in the moment.\nIf you have any doubt, consider the average recommended equity exposure among a subset of nearly 100 short-term stock market timers my firm monitors on a daily basis. (This average is what’s represented by the Hulbert Stock Newsletter Sentiment Index, or HSNSI.) On average, the HSNSI reaches its highest level on the very day the bull market tops out.\nThis is illustrated in the accompanying chart. It averages the HSNSI over the six weeks prior and six weeks subsequent to every bull market top of the last 40 years (per the calendar maintained by Ned Davis Research). As you can see, the HSNSI rises 20 percentage points over the final six weeks of the average bull market, and then plunges 40 percentage points over the first six weeks of the subsequent bear market.\n\n\nIn other words, professional market timers on average are most optimistic on the very day they should be most pessimistic. They are professionals who follow the market all day, every day. If they can’t do better, then what makes you think you can?\nComments of market timers\nI think these statistics make a compelling case. But to add anecdotal icing to the cake, consider a representative sampling of comments made by newsletter editors on the exact day of the October 2007 market top, or in the days immediately prior:\n\n“If you listen carefully, you can hear the rumbling. That rumbling is the distant thunder of the third phase of this great bull market… I see the good times rolling, I really do.”\n“It’s been a while since I’ve felt so confident about the potential for making some great gains with our serious money. So, if you haven’t done so already, it is essential that you get your money into this [stock] market as quickly as possible. Time waits for no man, and your money is waiting on you. So go to it.”\n“The global bull market in stocks not only continues, but… it’s also entering a strong phase… Now that the Fed has waved the flag that interest rates are going lower, there’s really nothing holding the market back.”\n“Dow 16,000 here we come… [I]t appears to us that the stock market is off to the races for the next 3 to 6 months.” [The Dow on the day of the October 2007 bull market top was 14,165.]\n“The risk of a cyclical bear market decline in excess of 20% is not on the radar screen.”\n“The longer-term bull market is intact… You should be looking to buy on any weakness.”\n\nTheir exuberance is palpable, isn’t it? And odds are overwhelming that that’s how you felt too on that day—regardless of what story you may be telling yourself today.\nInvestment lesson\nThe investment implication is clear: Do not count on being able to reduce your equity exposure in order to sidestep a bear market.\nThis is why you should devise and then follow a strategy you can live with through a bear market. It won’t necessarily make as much money as the theoretical maximum you could make if you were to be 100% invested during bull markets up until the exact day of the S&P 500’s top, and then moved to be 100% in cash for the duration of the bear market. But no one achieves that theoretical maximum in the real world.\nThe perfect is the enemy of the good, in other words.\nFor the record, I have no idea whether a bear market has started. It’s been over a month now since the S&P 500 hit what so far has been its bull market high, and it is currently trading nearly 3% lower than that high.\nBut if it has started, we won’t know for sure until many months from now and when the market is a whole lot lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864321860,"gmtCreate":1633059802306,"gmtModify":1633063449684,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864321860","repostId":"1124647688","repostType":4,"repost":{"id":"1124647688","pubTimestamp":1633048079,"share":"https://www.laohu8.com/m/news/1124647688?lang=&edition=full","pubTime":"2021-10-01 08:27","market":"us","language":"en","title":"Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1124647688","media":"MarketWatch","summary":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, ","content":"<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.</p>\n<p>The Wharton professorcredited with calling Dow 20,000 in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”</p>\n<p>The academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.</p>\n<p>Parts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.</p>\n<p><b>Read:</b>Inflation in the U.S. is running at the highest level in 30 years</p>\n<p><b>Also:</b>Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022</p>\n<p>“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”</p>\n<p>The rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.</p>\n<p>Powell and others at the Fed have contended for months that the surge in inflation was “transitory.”</p>\n<p>However, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.</p>\n<p>Siegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.</p>\n<p>On Wednesday, the S&P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.</p>\n<p>A correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.</p>\n<p>Meanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.</p>","source":"market_watch","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>Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction</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\">\nProfessor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:27 GMT+8 <a href=https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating...</p>\n\n<a href=\"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124647688","content_text":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.\nThe Wharton professorcredited with calling Dow 20,000 in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”\nThe academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.\nParts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.\nRead:Inflation in the U.S. is running at the highest level in 30 years\nAlso:Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022\n“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”\nThe rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.\nPowell and others at the Fed have contended for months that the surge in inflation was “transitory.”\nHowever, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.\nSiegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.\nOn Wednesday, the S&P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.\nA correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.\nMeanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864323283,"gmtCreate":1633059757294,"gmtModify":1633063443825,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864323283","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864323144,"gmtCreate":1633059745030,"gmtModify":1633063439313,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864323144","repostId":"1169857742","repostType":4,"repost":{"id":"1169857742","pubTimestamp":1633047857,"share":"https://www.laohu8.com/m/news/1169857742?lang=&edition=full","pubTime":"2021-10-01 08:24","market":"us","language":"en","title":"Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169857742","media":"MarketWatch","summary":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.</p>\n<p>But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Our<b>call of the day</b>from Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.</p>\n<p>“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.</p>\n<p>But not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.</p>\n<p>While the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.</p>\n<p>“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.</p>\n<p>He also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.</p>\n<p>Citi also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.</p>\n<p>Citi’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.</p>\n<p>Citi also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.</p>\n<p>Elsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”</p>\n<p>Other picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.</p>\n<p>The buzz</p>\n<p>The Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.</p>\n<p>Federal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.</p>\n<p>On the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.</p>\n<p>Pharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.</p>\n<p>AstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.</p>\n<p>Virgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.</p>\n<p>Longtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.</p>\n<p>Rapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.</p>\n<p>Broadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.</p>\n<p>The markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Major stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.</p>\n<p>The chart</p>\n<p>Are U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.</p>\n<p>“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.</p>\n<p><img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads</p>\n<p>Army vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.</p>\n<p>A fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.</p>\n<p><b>Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</b></p>\n<p><b>Want more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.</b></p>","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8 <a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864321860,"gmtCreate":1633059802306,"gmtModify":1633063449684,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864321860","repostId":"1124647688","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827138677,"gmtCreate":1634431664555,"gmtModify":1634434823196,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827138677","repostId":"1169383767","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822190110,"gmtCreate":1634098166054,"gmtModify":1634099001883,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822190110","repostId":"1198930462","repostType":4,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864323283,"gmtCreate":1633059757294,"gmtModify":1633063443825,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864323283","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864323144,"gmtCreate":1633059745030,"gmtModify":1633063439313,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Sweet nuts","listText":"Sweet nuts","text":"Sweet nuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864323144","repostId":"1169857742","repostType":4,"repost":{"id":"1169857742","pubTimestamp":1633047857,"share":"https://www.laohu8.com/m/news/1169857742?lang=&edition=full","pubTime":"2021-10-01 08:24","market":"us","language":"en","title":"Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169857742","media":"MarketWatch","summary":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the ","content":"<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.</p>\n<p>But while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Our<b>call of the day</b>from Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.</p>\n<p>“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.</p>\n<p>But not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.</p>\n<p>While the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.</p>\n<p>“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.</p>\n<p>He also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.</p>\n<p>Citi also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.</p>\n<p>Citi’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.</p>\n<p>Citi also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.</p>\n<p>Elsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”</p>\n<p>Other picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.</p>\n<p>The buzz</p>\n<p>The Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.</p>\n<p>Federal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.</p>\n<p>On the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.</p>\n<p>Pharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.</p>\n<p>AstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.</p>\n<p>Virgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.</p>\n<p>Longtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.</p>\n<p>Rapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.</p>\n<p>Broadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.</p>\n<p>The markets<img src=\"https://static.tigerbbs.com/a007ad02e9dc378c9eba2bfddf3c7d24\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Major stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.</p>\n<p>The chart</p>\n<p>Are U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.</p>\n<p>“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.</p>\n<p><img src=\"https://static.tigerbbs.com/bfbc14cc53cb25fce617a8062cc627db\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\">Random reads</p>\n<p>Army vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.</p>\n<p>A fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.</p>\n<p><b>Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.</b></p>\n<p><b>Want more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.</b></p>","source":"market_watch","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>Facebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.</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\">\nFacebook, Alphabet and Twitter are among the worst internet stocks for investors right now, These are the best, says Citi.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:24 GMT+8 <a href=https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage ...</p>\n\n<a href=\"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/facebook-alphabet-and-twitter-are-among-the-worst-internet-stocks-for-investors-right-now-these-are-the-best-says-citi-11633000070?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1169857742","content_text":"Stocks are ready to ride out the last trading day of September — and the last day of the quarter — with a few gains. But we say good riddance to the month that’s set to deliver the worst percentage declines in a year for the S&PSPXand Nasdaq CompositeCOMP,which has been in the front lines of battling higher bond yields.\nBut while the Nasdaq continues to lag on the year, it’s still full of companies that Wall Street isn’t about to give up on. Ourcall of the dayfrom Citigroup rounds up some of the best internet stock bets from the U.S. and elsewhere right now, giving the sector a thumbs-up.\n“Against a backdrop of stepped-up regulation, geopolitical tensions and yet to be fully contained COVID-19 cases, we believe the internet sector will remain one of the more attractive options in global portfolio allocation given technology innovation and scale efficiency, and as investors weigh growth potential vs. risks,” said Citi’s Global Internet team, in a recent conference call with clients.\nBut not all of those stocks are a sure thing. U.S. analyst Jason Bazinet notes that investment banks and institutional investors are “just too bullish” on the strength of advertising dollars going forward for U.S. internet stocks. After a big growth rebound from the second quarter of 2020, Wall Street banks see even stronger ad growth going forward — $107 billion this year and $70 to $75 billion in 2022 and 2023, he said.\nWhile the institutional investors credit that growth to a “new era of higher ad intensity for every dollar of economic activity,” Bazinet says it’s really down to a rebound in economic activity, but that e-commerce has “already rolled over.” For that reason, he isn’t recommending investors buy Google parent AlphabetGOOGL,FacebookFB,TwitterTWTR,PinterestPINSor Snapchat parent SnapSNAP.\n“We think investors would be far better served to buy AmazonAMZNwhere we’re just a few quarters away from locking those difficult comps, and the stock has sort of underperformed because of those difficult e-commerce comps,” says the analyst.\nHe also highlights an under-the-radar segment that plays into that advertising, with companies like IronSourceISor AppLovinAPPthat are “just thriving” in the area of mobile game advertising. Wall Street estimates aren’t too high on the sector either, he says.\nCiti also came up with a few China picks, as analysts weighed on the regulatory pressures the tech sector has been seeing this year. With e-commerce a key cog in the domestic consumption wheel, it’s probably least at risk from Beijing moves, said analyst Alicia Yap. That said, online gaming is a riskier subset and least likely to find government support because that spending doesn’t recirculate back to society, only to companies.\nCiti’s top China picks include buy-rated e-retailer JD.comJD,“because it still has the user growth story” for active transaction users, and is one of few companies likely to see margin improvement trends in the coming year.\nCiti also recommends BaiduBIDU,which Yap sees as less exposed to regulatory headlines. The company is also being granted a few smart city projects — a government aim to use technology to improve urban infrastructure and services. “That should demonstrate Baidu’s ability on ensuring the protection of data transfer and data storage, etc.,” said Yap.\nElsewhere, analyst Brian Gong said regulatory pressure probably won’t hit China video-sharing website BilibiliBILItoo bad. He’s positive on the stock “thanks to its healthy ecosystem, continuous growth on a user scale, and the decent potential on monetization.”\nOther picks include Europe’s Delivery HeroXE:DHERand Just Eat TakewayGRUB,and mutilnational conglomerates ProsusPROSYand YandexYNDXout of Russia.\nThe buzz\nThe Senate isdue to vote Thursdayon legislation that would narrowly avoid a government shutdown by keeping it funded into early December.\nFederal Reserve Chair Jerome Powell will testify to a House panel on COVID-19 relief at 10 a.m. Eastern.\nOn the data front, weekly jobless claims rose by 11,000 to 362,000, while second-quarter gross domestic product was revised up slightly to 6.7% from 6.6%. In China, the official purchasing managers indexcontracted for the first timesince early 2020, as the economy faces a power crunch and a property downturn.\nPharmaceutical group Merck & Co.MRKsaid it hasagreed to acquire Acceleron PharmaXLRN,which focuses on treating rare diseases, in a deal with an equity value of $11.5 billion.\nAstraZenecaAZNUK:AZNand Oxford University’s COVID-19 vaccine, showed 74% efficacy at preventing illness in a big, late-stage trial in the U.S., Chile and Peru.\nVirgin GalacticSPCEshares are surging after the space-tourism company announcedthe end of an Federal Aviation Administration probeinto its test flight with founder Richard Branson on board.\nLongtime TeslaTSLAbull Chamath Palihapitiya said hecashed out of the electric-car company“in the past year or so” in favor of new investment opportunities.\nRapper Kanye West’s“perfect hoodie”sold out within hours at retailer GapGPS,and is now showing up on eBay,for well over the original $90 price tag.\nBroadway hit “Aladdin” wascanceled Wednesday nightafter breakthrough COVID-19 cases were reported among the cast, a day after the show reopened.\nThe markets\nMajor stock indexesDJIASPXCOMPare mostly higher as the quarter comes to a close, and the month, with European equitiesXX:SXXPgetting a lift and Asian stocks mostly higher. The dollarDXYhas eased off some, which is giving goldGC00a boost, and oil pricesCL00BRN00have turned lower.\nThe chart\nAre U.S. households overdoing that stock allocation? In a note to clients, JPMorgan strategist Nikolaos Panigirtzoglou noted a fresh record high for that in a recently released second-quarter U.S. Flow of Funds report.\n“This Flow of Funds metric shown in Figure 7 shows clear overextension among U.S. households in terms of their equity allocation, thus leaving them vulnerable in a risk scenario where the previous uptrend in equity markets starts reversing,” said Panigirtzoglou.\nRandom reads\nArmy vet Eugene Bozzi says he’s trying to trying to adjust to life in the limelight aftercatching an alligator in a trash can.\nA fire devastated an Edinburgh cafe used by J.K. Rowling to write her early “Harry Potter” books, but herfavorite table miraculously survived.\nNeed to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern.\nWant more for the day ahead? Sign up for The Barron’s Daily, a morning briefing for investors, including exclusive commentary from Barron’s and MarketWatch writers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856357400,"gmtCreate":1635154645340,"gmtModify":1635154712215,"author":{"id":"3582428558829452","authorId":"3582428558829452","authorIdStr":"3582428558829452","name":"tchaikovskia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582428558829452"},"themes":[],"htmlText":"Oh snap ","listText":"Oh snap ","text":"Oh snap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856357400","repostId":"1167039476","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
