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pkyon
2021-12-04
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pkyon
2021-10-14
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pkyon
2021-09-01
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pkyon
2021-09-01
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2021-09-01
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","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825923904","repostId":"1111412750","repostType":4,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816228718,"gmtCreate":1630504494634,"gmtModify":1631888657638,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816228718","repostId":"2164125892","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816268636,"gmtCreate":1630504173325,"gmtModify":1632475939525,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816268636","repostId":"1194937312","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816261327,"gmtCreate":1630504132169,"gmtModify":1632475948563,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816261327","repostId":"1194937312","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":608311422,"gmtCreate":1638624184245,"gmtModify":1638624184245,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608311422","repostId":"2188523759","repostType":2,"repost":{"id":"2188523759","kind":"highlight","pubTimestamp":1638539702,"share":"https://www.laohu8.com/m/news/2188523759?lang=&edition=full","pubTime":"2021-12-03 21:55","market":"us","language":"en","title":"3 Unstoppable Stocks That Could Crush the Market Again in 2022 -- and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2188523759","media":"Motley Fool","summary":"These fast-growing companies are set up for impressive growth in the long haul.","content":"<p>The <b>S&P 500</b> index has appreciated 22% in 2021, but there are some stocks that have easily outpaced those gains. <b>Nvidia</b> (NASDAQ:NVDA), <b>Synaptics</b> (NASDAQ:SYNA), and <b>Applied Materials</b> (NASDAQ:AMAT) are three stocks that have absolutely crushed the broader market so far this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86f0c8d8b605e3b859a9980278920743\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>^SPX data by YCharts</span></p>\n<p>As we enter the final month of the year, investors who have missed the terrific rally in these tech stocks should consider taking a closer look at them since they could repeat their sizzling performance in 2022. Even better, these companies could sustain their strong run beyond next year as well thanks to a set of impressive catalysts. Let's look at the reasons why investors should consider adding Nvidia, Synaptics, and Applied Materials to their portfolios.</p>\n<h2>1. Nvidia</h2>\n<p>Nvidia has been a stock market darling in 2021 thanks to the booming demand for its graphics cards, which are used across a wide variety of applications such as personal computers (PCs), data centers, automotive, and other markets. The terrific graphics card demand has translated into outstanding growth at Nvidia. The company's fiscal 2022 third-quarter revenue was up 50% year over year to $7.1 billion, while diluted earnings per share shot up 60% to $1.17.</p>\n<p>The gaming and data center businesses that produced 86% of the company's total revenue last quarter grew 42% and 55%, respectively, year-over-year, and they are unlikely to slow down any time soon. Nvidia controls 83% of the discrete graphics card market, and it was the only GPU (graphics processing unit) supplier to have increased shipments in the third quarter, according to Jon Peddie Research.</p>\n<p>The chipmaker has been able to increase the supply of its graphics cards to meet the robust end-market demand. Nvidia's strong grip over this space is great news, as the GPU market's revenue is expected to jump to $44 billion by 2023, setting the stage for further growth in the gaming business. Meanwhile, the growing deployment of hyperscale data centers and the adoption of artificial intelligence (AI) applications are turning out to be tailwinds for Nvidia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<p>The hyperscale data center market is expected to grow at nearly 27% a year through 2025, according to market research provider TechNavio. The demand for data center accelerators, on the other hand, is reportedly increasing at an annual pace of nearly 37%. With Nvidia holding 80% of the cloud and data center accelerator market as per Omdia's estimates, its data center business looks set for impressive growth.</p>\n<p>What's more, emerging applications such as the metaverse have given Nvidia bulls more reasons to cheer in recent weeks, as they could add to the already-solid catalysts the company is sitting on. In all, it isn't surprising to see why analysts are expecting Nvidia to deliver annual earnings growth of almost 40% for the next five years, which could help it remain a top growth stock for years to come.</p>\n<h2>2. Synaptics</h2>\n<p>Synaptics is winning big from the growing demand for Internet of Things (IoT) applications. The company got 55% of its total revenue from IoT products in the first quarter of fiscal 2022, recording 70% year-over-year revenue growth in this segment.</p>\n<p>The impressive growth of the IoT business led to a 13% year-over-year increase in Synaptics' quarterly revenue to $372.7 million. More importantly, Synaptics' guidance indicates that its streak of strong growth is here to stay. The company expects $405 million in revenue this quarter and earnings of $3.05 per share, which means that its top and bottom lines could jump 13% and 32%, respectively, over the year-ago period.</p>\n<p>The IoT business is expected to produce 58% of Synaptics' total revenue this quarter, indicating that the segment's influence on the company's top line is increasing. Looking ahead, the IoT business could keep getting better, as Synaptics is witnessing strong demand for its wireless chips, which are finding use in several applications ranging from handheld scanners to fitness equipment.</p>\n<p>Synaptics CEO Michael Hurlston pointed out on the November earnings conference call that \"our wireless products are seeing increased design win traction across a long tail of customers and applications, giving us confidence in believing we will achieve our target of doubling revenues again over the next 18 months.\"</p>\n<p>A third-party estimate points out that the cellular IoT market could clock 25.7% annual growth through 2027 as the need for chips and modules to connect different things increases. As a result, the demand for Synaptics' wireless chips powered by Wi-Fi and Bluetooth should continue to increase in the long run.</p>\n<p>With Synaptics trading at 25 times forward earnings, compared to the <b>NASDAQ-100</b> index's forward earnings multiple of 30, and its earnings expected to grow at 15% a year for the next five years, it looks like a solid pick for investors looking to get into an IoT stock right now.</p>\n<h2>3. Applied Materials</h2>\n<p>The world is facing a semiconductor shortage, and Applied Materials is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those companies helping to alleviate the lack of chips that has hamstrung several industries, ranging from smartphones to automotive to computers. The demand for Applied Materials' semiconductor manufacturing equipment has jumped impressively over the past year and a half, translating into strong top- and bottom-line growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1826ce98a3d4b3ecadb34a8856d173a\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>AMAT Revenue (TTM) data by YCharts</span></p>\n<p>Applied Materials' revenue in the recently concluded fiscal 2021 (ending on Oct. 31, 2021) increased 34% over the prior year to $23 billion, while adjusted earnings shot up 64% year-over-year to $6.84 per share. The company can sustain such impressive growth in the new fiscal year thanks to the terrific growth in its orders.</p>\n<p>The orders in Applied Materials' semiconductor systems business, which produced 70% of its revenue last year, increased 78% in fiscal 2021. What's more, the company closed the year with momentum on its side, as semiconductor systems orders shot up 136% year-over-year in Q4. It is also worth noting that Applied Materials expects its order book to grow at a faster pace in the first half of fiscal 2022 as compared to the second half of fiscal 2021.</p>\n<p>Applied Materials CFO Bob Halliday's comments on the November earnings call indicate just why the company sees an acceleration in its order book:</p>\n<blockquote>\n Industrywide, we are tracking 59 fab projects with available and announced expansion capacity of 3.5 million wafer starts. These projects represent potential equipment spending of around $300 billion in future years.\n</blockquote>\n<p>All of this indicates that Applied Materials is set up for solid long-term growth, as semiconductor companies are expected to spend a huge amount of money to increase capacities and meet the booming end-market demand. As a result, Applied Materials is an attractive stock to buy right now given that is trading at just 17 times forward earnings and is expected to register 16%-plus annual earnings growth over the next five years.</p>","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 Stocks That Could Crush the Market Again in 2022 -- and Beyond</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 Stocks That Could Crush the Market Again in 2022 -- and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 21:55 GMT+8 <a href=https://www.fool.com/investing/2021/12/03/3-unstoppable-stocks-that-could-crush-the-market-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 index has appreciated 22% in 2021, but there are some stocks that have easily outpaced those gains. Nvidia (NASDAQ:NVDA), Synaptics (NASDAQ:SYNA), and Applied Materials (NASDAQ:AMAT) are ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/03/3-unstoppable-stocks-that-could-crush-the-market-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","TTM":"塔塔汽车","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4023":"应用软件","SYNA":"Synaptics Incorporated","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4523":"印度概念","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4543":"AI","BK4527":"明星科技股","BK4518":"OLED概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4519":"光伏太阳能","BK4512":"苹果概念","BK4099":"汽车制造商","BK4549":"软银资本持仓","AMAT":"应用材料","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2021/12/03/3-unstoppable-stocks-that-could-crush-the-market-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188523759","content_text":"The S&P 500 index has appreciated 22% in 2021, but there are some stocks that have easily outpaced those gains. Nvidia (NASDAQ:NVDA), Synaptics (NASDAQ:SYNA), and Applied Materials (NASDAQ:AMAT) are three stocks that have absolutely crushed the broader market so far this year.\n^SPX data by YCharts\nAs we enter the final month of the year, investors who have missed the terrific rally in these tech stocks should consider taking a closer look at them since they could repeat their sizzling performance in 2022. Even better, these companies could sustain their strong run beyond next year as well thanks to a set of impressive catalysts. Let's look at the reasons why investors should consider adding Nvidia, Synaptics, and Applied Materials to their portfolios.\n1. Nvidia\nNvidia has been a stock market darling in 2021 thanks to the booming demand for its graphics cards, which are used across a wide variety of applications such as personal computers (PCs), data centers, automotive, and other markets. The terrific graphics card demand has translated into outstanding growth at Nvidia. The company's fiscal 2022 third-quarter revenue was up 50% year over year to $7.1 billion, while diluted earnings per share shot up 60% to $1.17.\nThe gaming and data center businesses that produced 86% of the company's total revenue last quarter grew 42% and 55%, respectively, year-over-year, and they are unlikely to slow down any time soon. Nvidia controls 83% of the discrete graphics card market, and it was the only GPU (graphics processing unit) supplier to have increased shipments in the third quarter, according to Jon Peddie Research.\nThe chipmaker has been able to increase the supply of its graphics cards to meet the robust end-market demand. Nvidia's strong grip over this space is great news, as the GPU market's revenue is expected to jump to $44 billion by 2023, setting the stage for further growth in the gaming business. Meanwhile, the growing deployment of hyperscale data centers and the adoption of artificial intelligence (AI) applications are turning out to be tailwinds for Nvidia.\nImage source: Getty Images\nThe hyperscale data center market is expected to grow at nearly 27% a year through 2025, according to market research provider TechNavio. The demand for data center accelerators, on the other hand, is reportedly increasing at an annual pace of nearly 37%. With Nvidia holding 80% of the cloud and data center accelerator market as per Omdia's estimates, its data center business looks set for impressive growth.\nWhat's more, emerging applications such as the metaverse have given Nvidia bulls more reasons to cheer in recent weeks, as they could add to the already-solid catalysts the company is sitting on. In all, it isn't surprising to see why analysts are expecting Nvidia to deliver annual earnings growth of almost 40% for the next five years, which could help it remain a top growth stock for years to come.\n2. Synaptics\nSynaptics is winning big from the growing demand for Internet of Things (IoT) applications. The company got 55% of its total revenue from IoT products in the first quarter of fiscal 2022, recording 70% year-over-year revenue growth in this segment.\nThe impressive growth of the IoT business led to a 13% year-over-year increase in Synaptics' quarterly revenue to $372.7 million. More importantly, Synaptics' guidance indicates that its streak of strong growth is here to stay. The company expects $405 million in revenue this quarter and earnings of $3.05 per share, which means that its top and bottom lines could jump 13% and 32%, respectively, over the year-ago period.\nThe IoT business is expected to produce 58% of Synaptics' total revenue this quarter, indicating that the segment's influence on the company's top line is increasing. Looking ahead, the IoT business could keep getting better, as Synaptics is witnessing strong demand for its wireless chips, which are finding use in several applications ranging from handheld scanners to fitness equipment.\nSynaptics CEO Michael Hurlston pointed out on the November earnings conference call that \"our wireless products are seeing increased design win traction across a long tail of customers and applications, giving us confidence in believing we will achieve our target of doubling revenues again over the next 18 months.\"\nA third-party estimate points out that the cellular IoT market could clock 25.7% annual growth through 2027 as the need for chips and modules to connect different things increases. As a result, the demand for Synaptics' wireless chips powered by Wi-Fi and Bluetooth should continue to increase in the long run.\nWith Synaptics trading at 25 times forward earnings, compared to the NASDAQ-100 index's forward earnings multiple of 30, and its earnings expected to grow at 15% a year for the next five years, it looks like a solid pick for investors looking to get into an IoT stock right now.\n3. Applied Materials\nThe world is facing a semiconductor shortage, and Applied Materials is one of those companies helping to alleviate the lack of chips that has hamstrung several industries, ranging from smartphones to automotive to computers. The demand for Applied Materials' semiconductor manufacturing equipment has jumped impressively over the past year and a half, translating into strong top- and bottom-line growth.\nAMAT Revenue (TTM) data by YCharts\nApplied Materials' revenue in the recently concluded fiscal 2021 (ending on Oct. 31, 2021) increased 34% over the prior year to $23 billion, while adjusted earnings shot up 64% year-over-year to $6.84 per share. The company can sustain such impressive growth in the new fiscal year thanks to the terrific growth in its orders.\nThe orders in Applied Materials' semiconductor systems business, which produced 70% of its revenue last year, increased 78% in fiscal 2021. What's more, the company closed the year with momentum on its side, as semiconductor systems orders shot up 136% year-over-year in Q4. It is also worth noting that Applied Materials expects its order book to grow at a faster pace in the first half of fiscal 2022 as compared to the second half of fiscal 2021.\nApplied Materials CFO Bob Halliday's comments on the November earnings call indicate just why the company sees an acceleration in its order book:\n\n Industrywide, we are tracking 59 fab projects with available and announced expansion capacity of 3.5 million wafer starts. These projects represent potential equipment spending of around $300 billion in future years.\n\nAll of this indicates that Applied Materials is set up for solid long-term growth, as semiconductor companies are expected to spend a huge amount of money to increase capacities and meet the booming end-market demand. As a result, Applied Materials is an attractive stock to buy right now given that is trading at just 17 times forward earnings and is expected to register 16%-plus annual earnings growth over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825923904,"gmtCreate":1634192213848,"gmtModify":1634192236827,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825923904","repostId":"1111412750","repostType":4,"repost":{"id":"1111412750","kind":"news","pubTimestamp":1634182832,"share":"https://www.laohu8.com/m/news/1111412750?lang=&edition=full","pubTime":"2021-10-14 11:40","market":"us","language":"en","title":"Buying The Dip Is Dead","url":"https://stock-news.laohu8.com/highlight/detail?id=1111412750","media":"seekingalpha","summary":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical rea","content":"<p>Summary</p>\n<ul>\n <li>Buying the dip died when the volatility sellers failed to show up.</li>\n <li>There's a mechanical reason why the market has not \"bounced back.\"</li>\n <li>That mechanical reason has broken down due to fundamental shifts.</li>\n</ul>\n<p>The market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.</p>\n<p>Falling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.</p>\n<p><img src=\"https://static.tigerbbs.com/7d40186560f397cc6ebdc4e85ba18725\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Additionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.</p>\n<p>The SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.</p>\n<p>If volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.</p>\n<p><img src=\"https://static.tigerbbs.com/d92c33e67c289d5c9d1e8d0d6ec74b5d\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>But with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.</p>\n<p>The dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.</p>\n<p>The two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.</p>\n<p>Despite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/ce210603773584da38e4fbf054f31ba9\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.</p>\n<p>This time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.</p>\n<p><img src=\"https://static.tigerbbs.com/b784f4142c7b91a6c36b4c8d263db047\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buying The Dip Is Dead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuying The Dip Is Dead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 11:40 GMT+8 <a href=https://seekingalpha.com/article/4459696-buying-the-dip-is-dead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental...</p>\n\n<a href=\"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111412750","content_text":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental shifts.\n\nThe market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.\nFalling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.\n\nAdditionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.\nThe SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.\nIf volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.\n\nBut with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.\nThe dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.\nThe two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.\nDespite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.\n\nThe market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.\nThis time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.\n\nIt's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.","news_type":1},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816228718,"gmtCreate":1630504494634,"gmtModify":1631888657638,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816228718","repostId":"2164125892","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816268636,"gmtCreate":1630504173325,"gmtModify":1632475939525,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816268636","repostId":"1194937312","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816261327,"gmtCreate":1630504132169,"gmtModify":1632475948563,"author":{"id":"4088240292043820","authorId":"4088240292043820","name":"pkyon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088240292043820","authorIdStr":"4088240292043820"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816261327","repostId":"1194937312","repostType":4,"repost":{"id":"1194937312","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630503428,"share":"https://www.laohu8.com/m/news/1194937312?lang=&edition=full","pubTime":"2021-09-01 21:37","market":"us","language":"en","title":"Apple shares rose nearly 2% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194937312","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to P","content":"<p>Apple shares rose nearly 2% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p>\n<ul>\n <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li>\n <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li>\n <li>Kvaal raises Apple's price target from $135 to $155.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% in early trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-01 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rose nearly 2% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p>\n<ul>\n <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li>\n <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li>\n <li>Kvaal raises Apple's price target from $135 to $155.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194937312","content_text":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.\nAnalyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.\nKvaal raises Apple's price target from $135 to $155.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
