funny drop_老虎社区_美港股上老虎

Kendro
2021-12-18

funny drop

J.P. Morgan's Kolanovic: Short squeeze likely into end of the year

Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks

J.P. Morgan's Kolanovic: Short squeeze likely into end of the year

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":699675238,"tweetId":"699675238","gmtCreate":1639799270404,"gmtModify":1639799270404,"author":{"id":3574631594846607,"idStr":"3574631594846607","authorId":3574631594846607,"authorIdStr":"3574631594846607","name":"Kendro","avatar":"https://static.tigerbbs.com/4e5d9861cdfbe1b10fe5f7072efca08a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>funny drop</p></body></html>","htmlText":"<html><head></head><body><p>funny drop</p></body></html>","text":"funny drop","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/699675238","repostId":1122501085,"repostType":4,"repost":{"id":"1122501085","kind":"news","pubTimestamp":1639785898,"share":"https://www.laohu8.com/m/news/1122501085?lang=&edition=full","pubTime":"2021-12-18 08:04","market":"us","language":"en","title":"J.P. Morgan's Kolanovic: Short squeeze likely into end of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1122501085","media":"Seeking Alpha","summary":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks","content":"<ul>\n <p>Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p>\n <p>Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&amp;P (NYSEARCA:SPY) up 25%.</p>\n <p>\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p>\n <p>\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p>\n <p>Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p>\n <p>\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p>\n <p>\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p>\n <p>On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p>\n <p><img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\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>J.P. Morgan's Kolanovic: Short squeeze likely into end of the year</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\">\nJ.P. Morgan's Kolanovic: Short squeeze likely into end of the year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic\">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://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122501085","content_text":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.\nMarko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.\n\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.\n\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"\nRetail resilience. There will be buying of equities into month- and quarter-end, he adds.\n\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"\n\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"\nOn the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

J.P. Morgan's Kolanovic: Short squeeze likely into end of the year

评论（1）

热议股票