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- molarmasszmolarmassz
  ·2021-12-06
  Lol
  非常抱歉，此主贴已删除
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- molarmasszmolarmassz
  ·2021-12-06
  ...
  非常抱歉，此主贴已删除
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- molarmasszmolarmassz
  ·2021-12-06
  It's been dropping
  Alibaba's HK stock tumbles to record low on e-commerce rejig plan
  ** Hong Kong shares of Alibaba Group fall as much as 8.3% to HK$109.50, lowest since listing in the
  Alibaba's HK stock tumbles to record low on e-commerce rejig plan
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- molarmasszmolarmassz
  ·2021-12-06
  Wow so I should sell now?
  Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor
  Corporate insiders stepped up buying considerably when the stock market weakened. Hang on to your stock-market exposure and add more if you can.The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hu
  Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor
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been dropping&nbsp;","listText":"It's been dropping&nbsp;","text":"It's been dropping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608541856","repostId":"2189570543","repostType":4,"repost":{"id":"2189570543","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1638762024,"share":"https://www.laohu8.com/m/news/2189570543?lang=&edition=full","pubTime":"2021-12-06 11:40","market":"us","language":"en","title":"Alibaba's HK stock tumbles to record low on e-commerce rejig plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2189570543","media":"Reuters","summary":"** Hong Kong shares of Alibaba Group fall as much as 8.3% to HK$109.50, lowest since listing in the ","content":"<p>** Hong Kong shares of Alibaba Group fall as much as 8.3% to HK$109.50, lowest since listing in the city in November 2019, and on course for fifth consecutive session of decline</p>\n<p>** Stock set for worst day since Nov. 19; biggest percentage decliner on the benchmark index and Hang Seng Commerce &amp; Industry Index , third biggest on Hang Seng Tech Index</p>\n<p>** Alibaba said on Monday it was reorganising its international and domestic e-commerce businesses and would appoint a new chief financial officer</p>\n<p>** Says it would form two new units to house its main e-commerce businesses - international digital commerce and China digital commerce, so as to become more agile and accelerate growth</p>\n<p>** \"The transition announced today is happening earlier than we expected. After a series of headline news over the past year, the next few years will be critical for Alibaba Group to prove its ability to recover from the macro slowdown and emerge even stronger operationally\" - Citi</p>\n<p>** Hang Seng Commerce &amp; Industry Index, Hang Seng Tech Index&nbsp;and the benchmark index&nbsp;fall between 1% and 2%</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>Alibaba's HK stock tumbles to record low on e-commerce rejig plan</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\">\nAlibaba's HK stock tumbles to record low on e-commerce rejig plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-06 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Hong Kong shares of Alibaba Group fall as much as 8.3% to HK$109.50, lowest since listing in the city in November 2019, and on course for fifth consecutive session of decline</p>\n<p>** Stock set for worst day since Nov. 19; biggest percentage decliner on the benchmark index and Hang Seng Commerce &amp; Industry Index , third biggest on Hang Seng Tech Index</p>\n<p>** Alibaba said on Monday it was reorganising its international and domestic e-commerce businesses and would appoint a new chief financial officer</p>\n<p>** Says it would form two new units to house its main e-commerce businesses - international digital commerce and China digital commerce, so as to become more agile and accelerate growth</p>\n<p>** \"The transition announced today is happening earlier than we expected. After a series of headline news over the past year, the next few years will be critical for Alibaba Group to prove its ability to recover from the macro slowdown and emerge even stronger operationally\" - Citi</p>\n<p>** Hang Seng Commerce &amp; Industry Index, Hang Seng Tech Index&nbsp;and the benchmark index&nbsp;fall between 1% and 2%</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4527":"明星科技股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1586":"云计算","QNETCN":"纳斯达克中美互联网老虎指数","BK1584":"蚂蚁金服概念","BK4504":"桥水持仓","09988":"阿里巴巴-W","BK1142":"互联网与直销零售","BK1591":"就地过年概念","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK1517":"云办公","BK1502":"双十一","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK1575":"同股不同权","BK4531":"中概回港概念"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189570543","content_text":"** Hong Kong shares of Alibaba Group fall as much as 8.3% to HK$109.50, lowest since listing in the city in November 2019, and on course for fifth consecutive session of decline\n** Stock set for worst day since Nov. 19; biggest percentage decliner on the benchmark index and Hang Seng Commerce & Industry Index , third biggest on Hang Seng Tech Index\n** Alibaba said on Monday it was reorganising its international and domestic e-commerce businesses and would appoint a new chief financial officer\n** Says it would form two new units to house its main e-commerce businesses - international digital commerce and China digital commerce, so as to become more agile and accelerate growth\n** \"The transition announced today is happening earlier than we expected. After a series of headline news over the past year, the next few years will be critical for Alibaba Group to prove its ability to recover from the macro slowdown and emerge even stronger operationally\" - Citi\n** Hang Seng Commerce & Industry Index, Hang Seng Tech Index and the benchmark index fall between 1% and 2%","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608543464,"gmtCreate":1638765475872,"gmtModify":1638765475872,"author":{"id":"3574027718019298","authorId":"3574027718019298","name":"molarmassz","avatar":"https://static.tigerbbs.com/9a5fb59a622248c704049dc5178026b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574027718019298","authorIdStr":"3574027718019298"},"themes":[],"htmlText":"Wow so I should sell now?&nbsp;","listText":"Wow so I should sell now?&nbsp;","text":"Wow so I should sell now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608543464","repostId":"2188576930","repostType":4,"repost":{"id":"2188576930","kind":"highlight","pubTimestamp":1638774986,"share":"https://www.laohu8.com/m/news/2188576930?lang=&edition=full","pubTime":"2021-12-06 15:16","market":"us","language":"en","title":"Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor","url":"https://stock-news.laohu8.com/highlight/detail?id=2188576930","media":"MarketWatch","summary":"Corporate insiders stepped up buying considerably when the stock market weakened. Hang on to your stock-market exposure and add more if you can.The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hu","content":"<p>Corporate insiders stepped up buying considerably when the stock market weakened</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p>\n<p>Hang on to your stock-market exposure and add more if you can.</p>\n<p>The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p>\n<p>Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p>\n<p>There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p>\n<p>I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p>\n<p><b>Omicron</b></p>\n<p>The concern here is that this new variant is far more contagious and deadly than the delta variant.</p>\n<p>The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p>\n<p>“What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p>\n<p>Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p>\n<p>if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p>\n<p>On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p>\n<p>He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p>\n<p><b>Inflation</b></p>\n<p>There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p>\n<p>Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p>\n<p>These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p>\n<p>That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p>\n<p>These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p>\n<p>Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p>\n<p><b>Insiders</b></p>\n<p>In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p>\n<p>Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p>\n<p><b>Ho, ho, ho!</b></p>\n<p>Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</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>Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor</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\">\nInsider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corporate insiders stepped up buying considerably when the stock market weakened\nMarketWatch composite/Getty Images\nHang on to your stock-market exposure and add more if you can.\nThe twin fears ...</p>\n\n<a href=\"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?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":{"DAL":"达美航空","EOG":"依欧格资源","CLF":"克利夫兰克里夫","AMWD":"美国伍德马克","PLYA":"Playa Hotels & Resorts NV","OEC":"Orion Engineered Carbons","AEO":"美鹰服饰","XOM":"埃克森美孚","JWN":"诺德斯特龙","SIX":"Six Flags Entertainment Corp"},"source_url":"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188576930","content_text":"Corporate insiders stepped up buying considerably when the stock market weakened\nMarketWatch composite/Getty Images\nHang on to your stock-market exposure and add more if you can.\nThe twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.\nCorporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.\nThere are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hung tough, propped up by a few large names. The Russell 2000 small-cap index is down more than 10%, and most stocks in the more widely followed indexes like the S&P 500 have also fallen more than 10% at some point recently.\nI’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.\nOmicron\nThe concern here is that this new variant is far more contagious and deadly than the delta variant.\nThe first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.\n“What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”\nHospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.\nif the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be more contagious and less lethal, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.\nOn vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”\nHe notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”\nInflation\nThere’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.\nNext, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.\nThese prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.\nThat’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.\nThese projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.\nFinally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.\nInsiders\nIn a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.\nCompanies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom and American Woodmark; travel names like Delta Air Lines and Playa Hotels & Resorts ; energy names like Exxon Mobil and EOG Resources; and materials names like Cleveland-Cliffs and Orion Engineered Carbons.\nHo, ho, ho!\nTheir buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}