Bodoh
2021-12-18
How much shorting is there? Or was it profittaking?
J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>
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Or was it profittaking?","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/699655916","repostId":1122501085,"repostType":4,"repost":{"id":"1122501085","kind":"news","pubTimestamp":1639785898,"share":"https://www.laohunote.com/m/news/1122501085?lang=zh_CN&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<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>","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":"<p><ul> 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><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股 (NYSEARCA:IWM) 和价值股 (NYSEARCA:IWN) 在过去四周内一直处于调整状态，而高贝塔股正在进入熊市。</ul></blockquote></p><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&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic 因最近的评级而受到关注逢低买入，他评级注意到美国股市的“悖论”，美国股市平均较高点下跌 28%，中位数下跌约 21%，而罗素 3000 指数 (NYSEARCA:IWV) 今年迄今为止上涨了约 22%，标准普尔指数 (NYSEARCA:SPY) 上涨了 25%。</blockquote></p><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><p><blockquote>科拉诺维奇在一份报告中写道：“我们并不知道这种背离，这表明过去 4 周内出售规模较小、波动性更大、通常是价值型和周期性股票的数量出现了历史上前所未有的过度。”</blockquote></p><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><p><blockquote>“卖空活动要想成功，就必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件尚未满足，因此本次市场事件可能会以空头挤压和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，股票购买将持续到月末和季度末。</blockquote></p><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><p><blockquote>“然而，出现了激进的做空，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了弹性。”</blockquote></p><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><p><blockquote>科拉诺维奇表示：“人们应该注意到，大量空头头寸可能需要在（季节性强劲的）一月份之前平仓，这可能会出现小盘股、价值和周期性反弹。”“鉴于市场流动性正在减少，在流动性状况较好的情况下，平仓空头的影响可能大于开仓空头的影响。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>从看跌的角度来看，法国兴业银行的阿尔伯特·爱德华兹 (Albert Edwards) 预计明年美国科技股将解体。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></blockquote></p><p></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>J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> 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><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股 (NYSEARCA:IWM) 和价值股 (NYSEARCA:IWN) 在过去四周内一直处于调整状态，而高贝塔股正在进入熊市。</ul></blockquote></p><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&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic 因最近的评级而受到关注逢低买入，他评级注意到美国股市的“悖论”，美国股市平均较高点下跌 28%，中位数下跌约 21%，而罗素 3000 指数 (NYSEARCA:IWV) 今年迄今为止上涨了约 22%，标准普尔指数 (NYSEARCA:SPY) 上涨了 25%。</blockquote></p><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><p><blockquote>科拉诺维奇在一份报告中写道：“我们并不知道这种背离，这表明过去 4 周内出售规模较小、波动性更大、通常是价值型和周期性股票的数量出现了历史上前所未有的过度。”</blockquote></p><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><p><blockquote>“卖空活动要想成功，就必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件尚未满足，因此本次市场事件可能会以空头挤压和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，股票购买将持续到月末和季度末。</blockquote></p><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><p><blockquote>“然而，出现了激进的做空，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了弹性。”</blockquote></p><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><p><blockquote>科拉诺维奇表示：“人们应该注意到，大量空头头寸可能需要在（季节性强劲的）一月份之前平仓，这可能会出现小盘股、价值和周期性反弹。”“鉴于市场流动性正在减少，在流动性状况较好的情况下，平仓空头的影响可能大于开仓空头的影响。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>从看跌的角度来看，法国兴业银行的阿尔伯特·爱德华兹 (Albert Edwards) 预计明年美国科技股将解体。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\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,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3186,"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":43,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699655916"}
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