Thanks. Like_老虎社区_美港股上老虎

2021-08-03

Thanks. Like

3 Market Themes That You Should Be Aware Of<blockquote>您应该了解的3个市场主题</blockquote>

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":804640215,"tweetId":"804640215","gmtCreate":1627955600437,"gmtModify":1633754919182,"author":{"id":3581915827887523,"idStr":"3581915827887523","authorId":3581915827887523,"authorIdStr":"3581915827887523","name":"PickleT68","avatar":"https://static.tigerbbs.com/8fce28b8d12bdeb2997c5098f8b8e413","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Thanks. Like</p></body></html>","htmlText":"<html><head></head><body><p>Thanks. Like</p></body></html>","text":"Thanks. Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/804640215","repostId":1148651516,"repostType":4,"repost":{"id":"1148651516","kind":"news","pubTimestamp":1627954371,"share":"https://www.laohu8.com/m/news/1148651516?lang=zh_CN&edition=full","pubTime":"2021-08-03 09:32","market":"us","language":"en","title":"3 Market Themes That You Should Be Aware Of<blockquote>您应该了解的3个市场主题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148651516","media":"investing.com","summary":"While we are likely at the beginning of a long-term (secular) period of inflation, in the near term,","content":"<p><div> While we are likely at the beginning of a long-term (secular) period of inflation, in the near term, we seem to be experiencing deflation as seen in financial markets. I know that this may come as a ...</p><p><blockquote><div>虽然我们可能正处于长期（长期）通胀时期的开始，但在短期内，我们似乎正在经历金融市场上看到的通货紧缩。我知道这可能是一个...</div></blockquote></p><p>  <a href=\"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566\">网页连接</a></blockquote></p><p></p>","source":"lsy1594375853987","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 Market Themes That You Should Be Aware Of<blockquote>您应该了解的3个市场主题</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\">\n3 Market Themes That You Should Be Aware Of<blockquote>您应该了解的3个市场主题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-03 09:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> While we are likely at the beginning of a long-term (secular) period of inflation, in the near term, we seem to be experiencing deflation as seen in financial markets. I know that this may come as a ...</p><p><blockquote><div>虽然我们可能正处于长期（长期）通胀时期的开始，但在短期内，我们似乎正在经历金融市场上看到的通货紧缩。我知道这可能是一个...</div></blockquote></p><p>  <a href=\"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566\">investing.com</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":{"ONEQ":"Fidelity NASDAQ Composite Index ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.investing.com/analysis/3-market-themes-that-you-should-be-aware-of-200595566","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148651516","content_text":"While we are likely at the beginning of a long-term (secular) period of inflation, in the near term, we seem to be experiencing deflation as seen in financial markets. I know that this may come as a surprise given that the price of consumer goods is rising and all the media content seems to be highlighting an environment of run-away inflation.\nMaybe the inflation trade just got overextended and this is a healthy pullback before we get another strong advance. Only time will tell, but the charts are suggesting deflation right now – not inflation.\nDuring deflationary environments, investors should focus on capital preservation. The best asset class in this environment is typically bonds. On the equity side, risk-off sectors such as utilities, health care and consumer staples tend to outperform.\nMarket Breadth Continues To Deteriorate\nAs I mentioned inlast month’s newsletter, market breadth is poor. While the S&P 500 grinds to marginal new highs, it is on the back of a handful of large-cap stocks that account for an outsized portion of the index’s return.\nThere are numerous charts that I could show that illustrate the market’s deteriorating breadth. Here is one that drives the point home.\nBelow is a chart of the Nasdaq Composite Index in the top panel and the number of stocks within that index that are above their respective 50-day exponential moving averages in the lower panel.\nNotice how the index is well above its moving average, yet there is only 37% of the stocks within that index above their moving averages.\nNASDAQ Composite Chart.\nRisk-Off Environment\nIf we were in a high growth, inflationary environment, you would expect to see risk-on assets like semiconductors, transportation and small caps outperforming. But that is not what we have been seeing over the past few months.\nBelow is a relative strength chart that illustrates the performance of semiconductor stocks relative to consumer staples stocks. When the line is rising, semiconductor stocks are outperforming consumer staples.\nConsumer staples have been outperforming semiconductor stocks since the beginning of March. For the sake of brevity, I won’t show similar charts of small caps and transportation stocks; but they are underperforming as well.\nSOXX And XPL.\nHow is the S&P 500 Index performing relative to Treasuries? Not good. For the past three months, Treasury Bonds have been outperforming the S&P 500.\nTreasury Bonds are outperforming stocks. Investors are not being rewarded for taking risk.\nSPY And TLT.\nDeflation Not Inflation\nDuring periods of economic expansion, which is the engine that drives inflation, you usually see yields rise and commodities likecopperrise.\nThe price of copper is mainly influenced by the health of the global economy. This is because of the widespread applications of this commodity in the economy. A rising copper market suggests strong economic health, while a decline suggests the opposite.\nCopper had a strong advance that began at last year’s stock market bottom. That strong performance has petered out, and copper has been underperforming Treasuries for the past three months.\nCopper And TLT.\nBank stocks do well in a rising yield environment and Treasury prices perform well in a falling yield environment. Treasuries have been outperforming bank stocks recently. This is because of falling bond yields.\nKRE And TLT.\nIf we were in an inflationary environment, treasury yields would be rising and treasury prices would be falling. That is not what we are now seeing.\nTreasury prices bounced at support in March, advance above a downtrend line, and their 200-day moving average.\nTLT Chart.","news_type":1,"symbols_score_info":{"ONEQ":0.9,"HGmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":495,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/804640215"}