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Fionarella
2021-07-31
Hihi
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Fionarella
2021-02-12
Great
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Fionarella
2021-01-31
Wow
After plunge, GameStop and AMC remain Reddit darlings
Fionarella
2021-01-31
Microsoft
Apple Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?
Fionarella
2021-06-13
Sunday rest day
Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)
Sunday rest day
Fionarella
2021-02-16
Great ariticle, would you like to share it?
@小虎AV:初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium$伯克希尔(BRK.A)$ $伯克希尔(BRK.A)$
Fionarella
2021-02-07
Yayyyy
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Fionarella
2021-01-31
Wow
"GameStop effect" could ripple further as Wall Street eyes short squeeze candidates
Fionarella
2021-07-24
犹犹豫豫,啦啦队
Fionarella
2021-06-20
Great ariticle, would you like to share it?
抱歉,原内容已删除
Fionarella
2021-02-12
Yup
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Fionarella
2021-02-10
Great ariticle, would you like to share it?
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Fionarella
2021-02-09
Hmmm
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Fionarella
2021-02-08
Game stop game over?
Here’s What the GameStop Affair Has Taught Us
Fionarella
2021-06-13
[微笑]
@Fionarella:Sunday rest day
Fionarella
2021-02-18
Great ariticle, would you like to share it?
抱歉,原内容已删除
Fionarella
2021-02-07
Lll
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Fionarella
2021-02-05
Great ariticle, would you like to share it?
@小虎周报:连涨六年,表现炸裂,为什么Paypal还可以高看一线?
Fionarella
2021-02-04
G//
@Narella
: Great ariticle, would you like to share it?
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Fionarella
2021-02-04
Great ariticle, would you like to share it?
抱歉,原内容已删除
去老虎APP查看更多动态
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Also spend some quality time with yourself for yourself. :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182320770","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182320770,"gmtCreate":1623554582690,"gmtModify":1634031794289,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"title":"Sunday rest day","htmlText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","listText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","text":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/182320770","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369328479,"gmtCreate":1614005395191,"gmtModify":1634551565031,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384997059","repostId":"1160744674","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382249104,"gmtCreate":1613457378908,"gmtModify":1634553602252,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382249104","repostId":"382658703","repostType":1,"repost":{"id":382658703,"gmtCreate":1613444653898,"gmtModify":1613445780005,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"股神巴菲特:送给投资者的6条建议","htmlText":"\n \n \n 初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>\n \n","listText":"初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium$伯克希尔(BRK.A)$ $伯克希尔(BRK.A)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382658703","isVote":1,"tweetType":2,"object":{"id":"3aa3653ba7344c588003a32e1a0a4f98","tweetId":"382658703","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/8fb96ab85285890814301689949/v.f30.mp4","poster":"https://static.tigerbbs.com/0fdf876db55743b88c4371c45e03319c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388790957,"gmtCreate":1613092778279,"gmtModify":1634554561093,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388790957","repostId":"2110204192","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388707685,"gmtCreate":1613092747847,"gmtModify":1634554561214,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388707685","repostId":"2110049742","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381875056,"gmtCreate":1612957979775,"gmtModify":1703767453042,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/381875056","repostId":"2110425090","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383697029,"gmtCreate":1612871311261,"gmtModify":1703766069609,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383697029","repostId":"2110050003","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389509248,"gmtCreate":1612783618384,"gmtModify":1703764941486,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Game stop game over?","listText":"Game stop game over?","text":"Game stop game over?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389509248","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohu8.com/m/news/1195153829?lang=&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p>\n<p>What GameStop Taught Us</p>\n<p><i>The Weekly Speculator</i></p>\n<p><i>Marketfield Asset Management</i></p>\n<p>marketfield.com</p>\n<p>Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p>\n<p>What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p>\n<p>That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p>\n<p>—Michael Shaoul, Timothy Brackett</p>\n<p>Heigh-Ho Silver!</p>\n<p><i>The Aden Forecast Weekly Update</i></p>\n<p><i>The Aden Forecast</i></p>\n<p>adenforecast.com</p>\n<p>Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p>\n<p>—Mary Anne and Pamela Aden</p>\n<p>How to Play Oil’s Recent Rally</p>\n<p><i>Daily Insights</i></p>\n<p><i>BCA Research</i></p>\n<p><i>bcaresearch.com</i></p>\n<p>Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p>\n<p>A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p>\n<p>A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p>\n<p>—Mathieu Savary and Team</p>\n<p>High-Yield Opportunities</p>\n<p><i>Carret Credit Insight</i></p>\n<p><i>Carret Asset Mangaement</i></p>\n<p>carret.com</p>\n<p>Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p>\n<p>We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p>\n<p>—Jason R. Graybill, Neil D. Klein</p>\n<p>Emerging Markets Blast Off</p>\n<p><i>PCM Report</i></p>\n<p><i>Peak Capital Management</i></p>\n<p>pcmstrategies.com</p>\n<p>Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p>\n<p>What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p>\n<p>In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p>\n<p>—Clint Pekrul</p>","source":"lsy1601382232898","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> Here’s What the GameStop Affair Has Taught Us</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\">\n Here’s What the GameStop Affair Has Taught Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 18:51 GMT+8 <a href=https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389347142,"gmtCreate":1612701827486,"gmtModify":1703764370047,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Yayyyy","listText":"Yayyyy","text":"Yayyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389347142","repostId":"2109072140","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389344570,"gmtCreate":1612701707790,"gmtModify":1703764370219,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Lll","listText":"Lll","text":"Lll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389344570","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":802069219,"gmtCreate":1627699727131,"gmtModify":1633756985770,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Hihi","listText":"Hihi","text":"Hihi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802069219","repostId":"1106964638","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388790957,"gmtCreate":1613092778279,"gmtModify":1634554561093,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388790957","repostId":"2110204192","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312102175,"gmtCreate":1612057841297,"gmtModify":1703757548662,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312102175","repostId":"1118653988","repostType":4,"repost":{"id":"1118653988","kind":"news","pubTimestamp":1611907973,"share":"https://www.laohu8.com/m/news/1118653988?lang=&edition=full","pubTime":"2021-01-29 16:12","market":"us","language":"en","title":"After plunge, GameStop and AMC remain Reddit darlings","url":"https://stock-news.laohu8.com/highlight/detail?id=1118653988","media":"Reuters","summary":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit","content":"<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p>\n<p>FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p>\n<p>Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p>\n<p>Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p>\n<p>For a graphic on Wallstreetbets ticker sentiment:</p>\n<p><img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p>\n<p>ADVERTISEMENT</p>\n<p>GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p>\n<p>Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p>\n<p>AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p>\n<p>Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p>\n<p>For a graphic on Gamestop ticker sentiment:</p>\n<p>ADVERTISEMENT</p>\n<p><img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p>\n<p>Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p>\n<p>For a graphic on AMC ticker sentiment:</p>\n<p><img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p>\n<p>Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</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>After plunge, GameStop and AMC remain Reddit darlings</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\">\nAfter plunge, GameStop and AMC remain Reddit darlings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 16:12 GMT+8 <a href=https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader ...</p>\n\n<a href=\"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0\">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://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118653988","content_text":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.\nFILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed\nData about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.\nSwaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.\nFor a graphic on Wallstreetbets ticker sentiment:\n\nGameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.\nADVERTISEMENT\nGameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.\nWallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.\nAMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.\nDiscussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.\nFor a graphic on Gamestop ticker sentiment:\nADVERTISEMENT\n\nAlong with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.\nFor a graphic on AMC ticker sentiment:\n\nData analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.\nTesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312107346,"gmtCreate":1612058621585,"gmtModify":1703757552572,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Microsoft","listText":"Microsoft","text":"Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312107346","repostId":"1152120826","repostType":4,"repost":{"id":"1152120826","kind":"news","pubTimestamp":1611898550,"share":"https://www.laohu8.com/m/news/1152120826?lang=&edition=full","pubTime":"2021-01-29 13:35","market":"us","language":"en","title":"Apple Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152120826","media":"Nasdaq","summary":"Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocks","content":"<p>Could The Big Tech Earnings Supercharge Your Portfolio?</p><p>This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their sharpest one-day losses since October. This came amid concerns about COVID-19 vaccine distribution. And at the same time, Wall Street is captivated by insane rallies from GameStop (NYSE: GME) and AMC Entertainment (NYSE: AMC).</p><p>Sponsored LinksVolatility means opportunity. Start trading today!IC Markets</p><p>When irrational market reactions happen, most of us can’t help but get distracted from the main events that are taking place in thestock market. Today, we are not going to talk about the brinkmanship between Wall Street andReddit investors. Rather, we are going to focus on the tech giants who have been competing neck-to-neck for the past 4 decades. Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) may not be competing on the same thing today. Still, the rivalry between thesetop tech stockscontinues. Apple remains a leader in the smartphone and wearables. Whereas, Microsoft has successfully transformed itself into a cloud company.</p><p>Now, Apple and Microsoft are two of the most valuable companies in the world. Choosing between these two giants probably is one difficult task to do. Of course, you don’t have to pick one between the two. But what if you do? Let’s take a look at their recent results.</p><p>Microsoft Hits $40 Billion In Quarterly Sales For First Time</p><p>Microsoft keeps going from strength to strength. Its latest quarterly report was a blast, to say the least. Revenue accelerated an impressive 17%, an exceptional rate for a company this size. That’s because it’s often assumed that a company will inevitably decelerate in growth as it becomes larger. However, Microsoft has proven that’s not always the case. In fact, it’s worth mentioning that the company’s net income rose by 33% year-over-year to $15.5 billion. If you look at the earnings alone, you would know that Microsoft’s quarter was strong across the board. With that all in mind, MSFT stock does seem like a solid investment.</p><p></p><p>Sure, Microsoft was growing at a healthy rate of 12%-14% for the past few years. Given its gigantic size, investors would love to know if the growth rate is sustainable, or even accelerating this rate. Among them, the highlight would be the revenue for its Intelligent Cloud, which hit $14.6 billion. That represents an increase of 23% from a year ago.</p><p>This is likely due to more people working from home, and companies transitioning to the cloud to accommodate remote working. Many are expecting the cloud segment to drive Microsoft’s overall growth rate in the future.</p>","source":"lsy1603171495471","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 Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?</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 Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 13:35 GMT+8 <a href=https://www.nasdaq.com/articles/apple-aapl-vs-microsoft-msft%3A-which-is-a-better-tech-stock-to-buy-right-now-2021-01-28><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/apple-aapl-vs-microsoft-msft%3A-which-is-a-better-tech-stock-to-buy-right-now-2021-01-28\">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://www.nasdaq.com/articles/apple-aapl-vs-microsoft-msft%3A-which-is-a-better-tech-stock-to-buy-right-now-2021-01-28","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152120826","content_text":"Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their sharpest one-day losses since October. This came amid concerns about COVID-19 vaccine distribution. And at the same time, Wall Street is captivated by insane rallies from GameStop (NYSE: GME) and AMC Entertainment (NYSE: AMC).Sponsored LinksVolatility means opportunity. Start trading today!IC MarketsWhen irrational market reactions happen, most of us can’t help but get distracted from the main events that are taking place in thestock market. Today, we are not going to talk about the brinkmanship between Wall Street andReddit investors. Rather, we are going to focus on the tech giants who have been competing neck-to-neck for the past 4 decades. Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) may not be competing on the same thing today. Still, the rivalry between thesetop tech stockscontinues. Apple remains a leader in the smartphone and wearables. Whereas, Microsoft has successfully transformed itself into a cloud company.Now, Apple and Microsoft are two of the most valuable companies in the world. Choosing between these two giants probably is one difficult task to do. Of course, you don’t have to pick one between the two. But what if you do? Let’s take a look at their recent results.Microsoft Hits $40 Billion In Quarterly Sales For First TimeMicrosoft keeps going from strength to strength. Its latest quarterly report was a blast, to say the least. Revenue accelerated an impressive 17%, an exceptional rate for a company this size. That’s because it’s often assumed that a company will inevitably decelerate in growth as it becomes larger. However, Microsoft has proven that’s not always the case. In fact, it’s worth mentioning that the company’s net income rose by 33% year-over-year to $15.5 billion. If you look at the earnings alone, you would know that Microsoft’s quarter was strong across the board. With that all in mind, MSFT stock does seem like a solid investment.Sure, Microsoft was growing at a healthy rate of 12%-14% for the past few years. Given its gigantic size, investors would love to know if the growth rate is sustainable, or even accelerating this rate. Among them, the highlight would be the revenue for its Intelligent Cloud, which hit $14.6 billion. That represents an increase of 23% from a year ago.This is likely due to more people working from home, and companies transitioning to the cloud to accommodate remote working. Many are expecting the cloud segment to drive Microsoft’s overall growth rate in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182320770,"gmtCreate":1623554582690,"gmtModify":1634031794289,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"title":"Sunday rest day","htmlText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","listText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","text":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/182320770","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382249104,"gmtCreate":1613457378908,"gmtModify":1634553602252,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382249104","repostId":"382658703","repostType":1,"repost":{"id":382658703,"gmtCreate":1613444653898,"gmtModify":1613445780005,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"股神巴菲特:送给投资者的6条建议","htmlText":"\n \n \n 初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>\n \n","listText":"初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"初五迎财神,新年第一条视频,一起来看看被誉为股神的巴菲特送给投资者的6条建议:1. 只在自己懂得的领域投资2. 理解股票的内在价值来自创造的现金流3. 合理价格购买好公司利用复利机制挣大钱4. 当机会来临必须要果断行动5. 不要仅因为价格太高就选择卖出6. 在财富面前保持谦卑[财迷] 转自微博@全球视频精选Premium$伯克希尔(BRK.A)$ $伯克希尔(BRK.A)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382658703","isVote":1,"tweetType":2,"object":{"id":"3aa3653ba7344c588003a32e1a0a4f98","tweetId":"382658703","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/8fb96ab85285890814301689949/v.f30.mp4","poster":"https://static.tigerbbs.com/0fdf876db55743b88c4371c45e03319c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389347142,"gmtCreate":1612701827486,"gmtModify":1703764370047,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Yayyyy","listText":"Yayyyy","text":"Yayyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389347142","repostId":"2109072140","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312105301,"gmtCreate":1612058146403,"gmtModify":1703757549683,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312105301","repostId":"1107251468","repostType":4,"repost":{"id":"1107251468","kind":"news","pubTimestamp":1611893118,"share":"https://www.laohu8.com/m/news/1107251468?lang=&edition=full","pubTime":"2021-01-29 12:05","market":"sg","language":"en","title":"\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates","url":"https://stock-news.laohu8.com/highlight/detail?id=1107251468","media":"Reuters","summary":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked rol","content":"<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.</p><p>Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”</p><p>“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”</p><p>J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.</p><p>Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.</p><p>That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.</p><p>“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.</p><p>Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.</p><p>GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.</p><p>Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.</p><p>Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.</p><p>“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”</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>\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates</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; 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}\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\">\n\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 12:05 GMT+8 <a href=https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and ...</p>\n\n<a href=\"https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG\">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://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107251468","content_text":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174482370,"gmtCreate":1627126577690,"gmtModify":1633767768329,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"犹犹豫豫,啦啦队","listText":"犹犹豫豫,啦啦队","text":"犹犹豫豫,啦啦队","images":[{"img":"https://static.tigerbbs.com/09f98622eb787bdb424ecc9e4c279529","width":"1080","height":"3091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174482370","isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":164194536,"gmtCreate":1624178076625,"gmtModify":1634009749130,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164194536","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388707685,"gmtCreate":1613092747847,"gmtModify":1634554561214,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388707685","repostId":"2110049742","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381875056,"gmtCreate":1612957979775,"gmtModify":1703767453042,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/381875056","repostId":"2110425090","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383697029,"gmtCreate":1612871311261,"gmtModify":1703766069609,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383697029","repostId":"2110050003","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389509248,"gmtCreate":1612783618384,"gmtModify":1703764941486,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Game stop game over?","listText":"Game stop game over?","text":"Game stop game over?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389509248","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohu8.com/m/news/1195153829?lang=&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p>\n<p>What GameStop Taught Us</p>\n<p><i>The Weekly Speculator</i></p>\n<p><i>Marketfield Asset Management</i></p>\n<p>marketfield.com</p>\n<p>Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p>\n<p>What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p>\n<p>That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p>\n<p>—Michael Shaoul, Timothy Brackett</p>\n<p>Heigh-Ho Silver!</p>\n<p><i>The Aden Forecast Weekly Update</i></p>\n<p><i>The Aden Forecast</i></p>\n<p>adenforecast.com</p>\n<p>Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p>\n<p>—Mary Anne and Pamela Aden</p>\n<p>How to Play Oil’s Recent Rally</p>\n<p><i>Daily Insights</i></p>\n<p><i>BCA Research</i></p>\n<p><i>bcaresearch.com</i></p>\n<p>Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p>\n<p>A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p>\n<p>A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p>\n<p>—Mathieu Savary and Team</p>\n<p>High-Yield Opportunities</p>\n<p><i>Carret Credit Insight</i></p>\n<p><i>Carret Asset Mangaement</i></p>\n<p>carret.com</p>\n<p>Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p>\n<p>We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p>\n<p>—Jason R. Graybill, Neil D. Klein</p>\n<p>Emerging Markets Blast Off</p>\n<p><i>PCM Report</i></p>\n<p><i>Peak Capital Management</i></p>\n<p>pcmstrategies.com</p>\n<p>Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p>\n<p>What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p>\n<p>In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p>\n<p>—Clint Pekrul</p>","source":"lsy1601382232898","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> Here’s What the GameStop Affair Has Taught Us</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\">\n Here’s What the GameStop Affair Has Taught Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 18:51 GMT+8 <a href=https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182321634,"gmtCreate":1623554649728,"gmtModify":1634031792198,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182321634","repostId":"182320770","repostType":1,"repost":{"id":182320770,"gmtCreate":1623554582690,"gmtModify":1634031794289,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"title":"Sunday rest day","htmlText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","listText":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","text":"Have a good rest everyone! A beautiful Sunday is for spending with friends and family. Also spend some quality time with yourself for yourself. :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182320770","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384997059,"gmtCreate":1613604568471,"gmtModify":1634553007033,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384997059","repostId":"1160744674","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389344570,"gmtCreate":1612701707790,"gmtModify":1703764370219,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Lll","listText":"Lll","text":"Lll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389344570","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317475251,"gmtCreate":1612481740473,"gmtModify":1703762451803,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317475251","repostId":"317670764","repostType":1,"repost":{"id":317670764,"gmtCreate":1612449014055,"gmtModify":1742968426214,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"连涨六年,表现炸裂,为什么Paypal还可以高看一线?","htmlText":"自从去年疫情之后,海外金融科技股,基本都先后演绎了一轮现象级行情。回顾过去一年美股支付公司的表现,大致可以分为两派: 一派是以<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> (主攻线上支付)和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> (主攻线下支付)为代表的支付平台,得益于欧美支付行业总规模的增长,这两家在过去一年均获得了至少翻倍的表现,并且连续6年实现正涨幅。还有一类,是以<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 为代表的传统支付公司,凭借着自然垄断的清算业务,每年稳定赚取来自银行和支付机构(发卡机构)的手续费,基本也走出了疫情前的高点。 支付型企业的估值能不能扩张,往往取决于交易规模和盈利情况。从Paypal新鲜出炉的年报就可以看出,随着欧美线上消费的回归,公司在获客、交易规模都实现了加速增长,并且给出了21年5000万的用户增长预期和17-19%的营收增长预期,显示2021年持续向好的潜力: 加密货币+国际化扩张,增大业绩潜力 年报疫外强:交易规模、用户数、盈利加速 消费回暖,仍然是2021年Paypal的机会。 Paypal仍然具备市值扩张的基础。 一、消费者的“万能”电子钱包,加密货币增大业绩潜力 谈起Paypal,大家熟悉的可能是创始人彼得·蒂尔,还有他的经典之作《从0到1》,这位创业小皇帝,早期投过Facebook,后来又创立了大数据独角兽Palantir。","listText":"自从去年疫情之后,海外金融科技股,基本都先后演绎了一轮现象级行情。回顾过去一年美股支付公司的表现,大致可以分为两派: 一派是以<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> (主攻线上支付)和<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a> (主攻线下支付)为代表的支付平台,得益于欧美支付行业总规模的增长,这两家在过去一年均获得了至少翻倍的表现,并且连续6年实现正涨幅。还有一类,是以<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 为代表的传统支付公司,凭借着自然垄断的清算业务,每年稳定赚取来自银行和支付机构(发卡机构)的手续费,基本也走出了疫情前的高点。 支付型企业的估值能不能扩张,往往取决于交易规模和盈利情况。从Paypal新鲜出炉的年报就可以看出,随着欧美线上消费的回归,公司在获客、交易规模都实现了加速增长,并且给出了21年5000万的用户增长预期和17-19%的营收增长预期,显示2021年持续向好的潜力: 加密货币+国际化扩张,增大业绩潜力 年报疫外强:交易规模、用户数、盈利加速 消费回暖,仍然是2021年Paypal的机会。 Paypal仍然具备市值扩张的基础。 一、消费者的“万能”电子钱包,加密货币增大业绩潜力 谈起Paypal,大家熟悉的可能是创始人彼得·蒂尔,还有他的经典之作《从0到1》,这位创业小皇帝,早期投过Facebook,后来又创立了大数据独角兽Palantir。","text":"自从去年疫情之后,海外金融科技股,基本都先后演绎了一轮现象级行情。回顾过去一年美股支付公司的表现,大致可以分为两派: 一派是以$PayPal(PYPL)$ (主攻线上支付)和$Square, Inc(SQ)$ (主攻线下支付)为代表的支付平台,得益于欧美支付行业总规模的增长,这两家在过去一年均获得了至少翻倍的表现,并且连续6年实现正涨幅。还有一类,是以$Visa(V)$ 、$万事达(MA)$ 为代表的传统支付公司,凭借着自然垄断的清算业务,每年稳定赚取来自银行和支付机构(发卡机构)的手续费,基本也走出了疫情前的高点。 支付型企业的估值能不能扩张,往往取决于交易规模和盈利情况。从Paypal新鲜出炉的年报就可以看出,随着欧美线上消费的回归,公司在获客、交易规模都实现了加速增长,并且给出了21年5000万的用户增长预期和17-19%的营收增长预期,显示2021年持续向好的潜力: 加密货币+国际化扩张,增大业绩潜力 年报疫外强:交易规模、用户数、盈利加速 消费回暖,仍然是2021年Paypal的机会。 Paypal仍然具备市值扩张的基础。 一、消费者的“万能”电子钱包,加密货币增大业绩潜力 谈起Paypal,大家熟悉的可能是创始人彼得·蒂尔,还有他的经典之作《从0到1》,这位创业小皇帝,早期投过Facebook,后来又创立了大数据独角兽Palantir。","images":[{"img":"https://static.tigerbbs.com/fa6591f7323f1867fb2a48cd3d098f52","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/30498dfa4261662ad6d8d0b4be243d10","width":"554","height":"284"},{"img":"https://static.tigerbbs.com/cd6d2e25670ba3ef60d46c19a54f8acf","width":"554","height":"296"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317670764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317875194,"gmtCreate":1612440823818,"gmtModify":1703761906187,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"G//<a href=\"https://laohu8.com/U/3555340951439222\">@Narella</a>: Great ariticle, would you like to share it?","listText":"G//<a href=\"https://laohu8.com/U/3555340951439222\">@Narella</a>: Great ariticle, would you like to share it?","text":"G//@Narella: Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317875194","repostId":"2108711722","repostType":2,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317872649,"gmtCreate":1612440737981,"gmtModify":1703761904832,"author":{"id":"3555340951439222","authorId":"3555340951439222","name":"Fionarella","avatar":"https://static.tigerbbs.com/5e7e5d5588cd734cfee7c52151cb8a53","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555340951439222","authorIdStr":"3555340951439222"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317872649","repostId":"2108711722","repostType":2,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}