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2021-08-27

$Alibaba(BABA)$Why la why...

2021-08-12

$英特尔(INTC)$怎么这样～

2021-08-12

[邪恶] [邪恶]

8 Best Growth Stocks For The Second Half Of 2021

2021-08-12

[思考]

抱歉，原内容已删除

2021-08-06

Interesting

7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire

2021-08-06

Great ariticle, would you like to share it?

20 cloud stocks expected to increase sales the most over the next two years

2021-08-05

$Qualcomm(QCOM)$[胜利]

2021-07-30

$Alibaba(BABA)$The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only. [生气] [生气] [生气]

2021-07-29

So tempted to buy! [思考] [思考] [思考]

2021-07-29

$Intel(INTC)$争气点好吗！！！[生气]

2021-07-29

$Alibaba(BABA)$DCA is my only way now. [流泪] [流泪]

2021-07-14

Great!

The Fed's Complete Taper Timeline

2021-07-14

Like!

The Fed's Complete Taper Timeline

2021-07-01

Wow!

EV Stocks surged in Monday morning trading

2021-07-01

Wow!

EV Stocks surged in Monday morning trading

2021-05-21

Interesting!

Google’s first retail store, where it will sell phones and other gadgets, to open in New York this summer

2021-05-21

[财迷]

Some hot Chinese concept stocks Skyrocketed in morning trading

2021-05-18

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-05-18

Yay

TSMC rose 3% in premarket trading

2021-05-18

Let's see

Alibaba, partners invest $400 mln in retail arm of Vietnam's Masan

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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>怎么这样～&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>怎么这样～&nbsp;","text":"$英特尔(INTC)$怎么这样～","images":[{"img":"https://static.tigerbbs.com/2f13f2016d6561e6a0d56de10a7e29a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895850497","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895882359,"gmtCreate":1628733487271,"gmtModify":1633689919302,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[邪恶]&nbsp;[邪恶]&nbsp;","listText":"[邪恶]&nbsp;[邪恶]&nbsp;","text":"[邪恶] [邪恶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895882359","repostId":"1155538846","repostType":4,"repost":{"id":"1155538846","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628732272,"share":"https://ttm.financial/m/news/1155538846?lang=&edition=full","pubTime":"2021-08-12 09:37","market":"us","language":"en","title":"8 Best Growth Stocks For The Second Half Of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1155538846","media":"Benzinga","summary":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth","content":"<p>Despite inflationary pressures and the possibility of a Fed 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Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p>\n<h3><b>Microsoft</b></h3>\n<p>Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p>\n<p>The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p>\n<h3><b>Pfizer</b></h3>\n<p>The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p>\n<p>Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p>\n<h3><b>Zoom Video Communications</b></h3>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p>\n<p>“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p>\n<h3><b>Etsy</b></h3>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p>\n<h3><b>PayPal Holdings</b></h3>\n<p>A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p>\n<p>The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p>\n<h3><b>Fiverr International</b></h3>\n<p><a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</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>8 Best Growth Stocks For The Second Half Of 2021</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\">\n8 Best Growth Stocks For The Second Half Of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-12 09:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p>\n<p>All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p>\n<p>Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p>\n<p>The following are growth stocks that could perform well in the second half, in no particular order.</p>\n<h3><b>Alphabet</b></h3>\n<p><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p>\n<p>Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p>\n<h3><b>Apple</b></h3>\n<p>Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p>\n<h3><b>Microsoft</b></h3>\n<p>Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p>\n<p>The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p>\n<h3><b>Pfizer</b></h3>\n<p>The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p>\n<p>Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p>\n<h3><b>Zoom Video Communications</b></h3>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p>\n<p>“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p>\n<h3><b>Etsy</b></h3>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p>\n<h3><b>PayPal Holdings</b></h3>\n<p>A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p>\n<p>The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p>\n<h3><b>Fiverr International</b></h3>\n<p><a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd.","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","ETSY":"Etsy, Inc.","NUAN":"微妙通讯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155538846","content_text":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.\nAll three major indices recorded double-digit gains in the first half of 2021. The Dow, S&P 500 and Nasdaq added 12.7%, 14.4% and 12.5%, respectively, in the first six months of the year.\nWall Street analysts widely expect the momentum to continue in the back half of 2021.\nThe following are growth stocks that could perform well in the second half, in no particular order.\nAlphabet\nAlphabet beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.\nAlphabet is also gearing up to launch new and innovative features to boost the Google TV app.\nApple\nSemiconductor shortage aside, Apple has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.\nMicrosoft\nDespite Microsoft strong execution and blowout results, investor response has remained tepid year-to-date.\nThe software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired Nuance to flex its muscles in the health caresector.\nPfizer\nThe COVID-19 vaccine is estimated to generate $26 billion in revenue for Pfizer in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.\nContinued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.\nZoom Video Communications\nShares of Zoom jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.\n“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.\nEtsy\nEtsy is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.\nPayPal Holdings\nA global leader in the digital payments market, PayPal is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL and cross-border payment systems.\nThe company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.\nFiverr International\nFiverr International Ltd. is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ETSY":0.9,"FVRR":0.9,"GOOG":0.9,"MSFT":0.9,"NUAN":0.9}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895888818,"gmtCreate":1628733362834,"gmtModify":1633689920820,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895888818","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893260178,"gmtCreate":1628264968794,"gmtModify":1633752097118,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893260178","repostId":"1188570839","repostType":2,"repost":{"id":"1188570839","kind":"news","pubTimestamp":1622860746,"share":"https://ttm.financial/m/news/1188570839?lang=&edition=full","pubTime":"2021-06-05 10:39","market":"us","language":"en","title":"7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1188570839","media":"InvestorPlace","summary":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterS","content":"<p>This is one of the toughest challenges for the matriarch of Wall Street</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2022cd2d5aa215fd31b5412f065fd906\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Maxx-Studio/ShutterStock.com</span></p>\n<p>I like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she&nbsp;runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.</p>\n<p>Unfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.</p>\n<p>To be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.</p>\n<p>Unfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;(BATS:<b><u>ARKQ</u></b>)&nbsp;doubled downon shares of&nbsp;<b>Workhorse</b>&nbsp;(NASDAQ:<b><u>WKHS</u></b>) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.</p>\n<p>Still, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.</p>\n<ul>\n <li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li>\n <li><b>Twilio</b>(NYSE:<b><u>TWLO</u></b>)</li>\n <li><b>Nintendo</b>(OTCMKTS:<b><u>NTDOY</u></b>)</li>\n <li><b>Stratasys</b>(NASDAQ:<b><u>SSYS</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li>\n <li><b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>)</li>\n</ul>\n<p>Because this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>I’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the&nbsp;eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?</p>\n<p>However, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to&nbsp;<i>CNBC</i>, the streaming equipment manufacturer “posted its&nbsp;highest revenue growth rate” in the years since its 2017 initial public offering.</p>\n<p>Second, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.</p>\n<p>Still, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.</p>\n<p><b>Twilio (TWLO)</b></p>\n<p>Another one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed&nbsp;voice calling, text messaging and other communications functionality&nbsp;into a software application or product.”</p>\n<p>I like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.</p>\n<p>Most of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.</p>\n<p>Part of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.</p>\n<p>Personally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.</p>\n<p><b>Nintendo (NTDOY)</b></p>\n<p>If I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, I<i>did</i>actually grow up with it.</p>\n<p>But setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector&nbsp;may reach $154.6 billion&nbsp;by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.</p>\n<p>True, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.</p>\n<p>Still, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.</p>\n<p><b>Stratasys (SSYS)</b></p>\n<p>As a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.</p>\n<p>Much like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.</p>\n<p>That’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.</p>\n<p>Even more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>For the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.</p>\n<p>While opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.</p>\n<p>Further, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.</p>\n<p>However, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.</p>\n<p>Also, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.</p>\n<p><b>Teladoc Health (TDOC)</b></p>\n<p>Among Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.</p>\n<p>That’s an important lesson — sometimes, the fundamentals matter all the time.</p>\n<p>Of course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a&nbsp;hybrid of Covid-19 variants&nbsp;that’s incredibly contagious.</p>\n<p>On the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.</p>\n<p>Also, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.</p>\n<p><b>Zillow (Z, ZG)</b></p>\n<p>Here’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&amp;P/Case-Shiller U.S. National Home Price Index demonstrates, real estate&nbsp;demand reached unprecedented levels&nbsp;in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.</p>\n<p>But on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.</p>\n<p>Although it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.</p>\n<p>Finally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.</p>","source":"lsy1606302653667","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>7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire</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\">\n7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","Z":"Zillow","ARKO":"ARKO Corp","ZG":"Zillow Class A","ARKF":"ARK Fintech Innovation ETF","ROKU":"Roku Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","SSYS":"Stratasys","TDOC":"Teladoc Health Inc.","NTDOY":"任天堂","ARKG":"ARK Genomic Revolution ETF","TWLO":"Twilio Inc","ARKW":"ARK Next Generation Internet ETF","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188570839","content_text":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.\nUnfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship ARK Innovation ETF (NYSEARCA:ARKK) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.\nTo be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.\nUnfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) doubled downon shares of Workhorse (NASDAQ:WKHS) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.\nStill, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.\n\nRoku(NASDAQ:ROKU)\nTwilio(NYSE:TWLO)\nNintendo(OTCMKTS:NTDOY)\nStratasys(NASDAQ:SSYS)\nTesla(NASDAQ:TSLA)\nTeladoc Health(NYSE:TDOC)\nZillow(NASDAQ:Z, NASDAQ:ZG)\n\nBecause this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.\nRoku (ROKU)\nI’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?\nHowever, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to CNBC, the streaming equipment manufacturer “posted its highest revenue growth rate” in the years since its 2017 initial public offering.\nSecond, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.\nStill, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.\nTwilio (TWLO)\nAnother one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed voice calling, text messaging and other communications functionality into a software application or product.”\nI like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.\nMost of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.\nPart of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.\nPersonally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.\nNintendo (NTDOY)\nIf I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, Ididactually grow up with it.\nBut setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector may reach $154.6 billion by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.\nTrue, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.\nStill, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.\nStratasys (SSYS)\nAs a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.\nMuch like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.\nThat’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.\nEven more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.\nTesla (TSLA)\nFor the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.\nWhile opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.\nFurther, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.\nHowever, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.\nAlso, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.\nTeladoc Health (TDOC)\nAmong Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.\nThat’s an important lesson — sometimes, the fundamentals matter all the time.\nOf course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a hybrid of Covid-19 variants that’s incredibly contagious.\nOn the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.\nAlso, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.\nZillow (Z, ZG)\nHere’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&P/Case-Shiller U.S. National Home Price Index demonstrates, real estate demand reached unprecedented levels in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.\nBut on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.\nAlthough it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.\nFinally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKG":0.9,"ARKK":0.9,"ARKO":0.9,"ARKQ":0.9,"ARKW":0.9,"NTDOY":0.9,"ROKU":0.9,"SSYS":0.9,"TDOC":0.9,"TSLA":0.9,"TWLO":0.9,"Z":0.9,"ZG":0.9}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893286833,"gmtCreate":1628264643622,"gmtModify":1633752100185,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/893286833","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","TSLA":"特斯拉","Z":"Zillow","LC":"LendingClub","COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","PDD":"拼多多","MELI":"MercadoLibre","OKTA":"Okta Inc.","ROKU":"Roku Inc","SE":"Sea Ltd","KC":"金山云","ZG":"Zillow Class A","SKLZ":"Skillz Inc","ADYEY":"Adyen N.V.","DKNG":"DraftKings Inc.","SNAP":"Snap Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"ADYEY":0.9,"COIN":0.9,"CRWD":0.9,"DKNG":0.9,"KC":0.9,"LC":0.9,"MELI":0.9,"OKTA":0.9,"PDD":0.9,"PINS":0.9,"ROKU":0.9,"SE":0.9,"SHOP":0.9,"SKLZ":0.9,"SNAP":0.9,"SQ":0.9,"TDOC":0.9,"TSLA":0.9,"VCYT":0.9,"Z":0.9,"ZG":0.9}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899615018,"gmtCreate":1628177626734,"gmtModify":1631884710556,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>[胜利]&nbsp;","text":"$Qualcomm(QCOM)$[胜利]","images":[{"img":"https://static.tigerbbs.com/c47637ffbf8c24a2c4f142de9656002d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899615018","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806341587,"gmtCreate":1627635852049,"gmtModify":1633757566839,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","text":"$Alibaba(BABA)$The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only. [生气] [生气] [生气]","images":[{"img":"https://static.tigerbbs.com/048286ad3b38e6b28b6813af4e172cc9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806341587","isVote":1,"tweetType":1,"viewCount":1604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808308646,"gmtCreate":1627554628385,"gmtModify":1633763858223,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"So tempted to buy! [思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/a3967052b05e9fccfca60bb11c4af649","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808308646","isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808309017,"gmtCreate":1627554469139,"gmtModify":1631885479274,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","text":"$Intel(INTC)$争气点好吗！！！[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808309017","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808977571,"gmtCreate":1627554377293,"gmtModify":1633763860271,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>DCA is my only way now.&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>DCA is my only way now.&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"$Alibaba(BABA)$DCA is my only way now. [流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/55df34c8ef6c3bd4ee72ff82c8dec8be","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808977571","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":145682270,"gmtCreate":1626221409590,"gmtModify":1633928962978,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145682270","repostId":"1144812338","repostType":4,"repost":{"id":"1144812338","kind":"news","pubTimestamp":1626134605,"share":"https://ttm.financial/m/news/1144812338?lang=&edition=full","pubTime":"2021-07-13 08:03","market":"us","language":"en","title":"The Fed's Complete Taper Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1144812338","media":"zerohedge","summary":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writ","content":"<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"</p>\n<p>To help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.</p>\n<p><b>First, the Taper</b></p>\n<p>Here Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.</p>\n<p><img src=\"https://static.tigerbbs.com/3d762173d94ce966d288af0927ed478c\" tg-width=\"1205\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>While Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.<b>The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.</b>In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.</p>\n<p>There is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.<b>This depends on how much quantitative guidance the Fed offers along with the taper signal.</b>According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.</p>\n<p><b>What about hikes</b></p>\n<p>The Fed laid out the criteria to hike rates as three-fold:</p>\n<ol>\n <li><b>inflation needs to reach 2% and stay there for a year;</b></li>\n <li><b>conditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;</b></li>\n <li><b>maximum employment to be met with broad-based labor market recovery.</b></li>\n</ol>\n<p>The first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.</p>\n<p>The challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.<b>This shows the sensitivity of inflation to a singular volatile category.</b></p>\n<p><img src=\"https://static.tigerbbs.com/a4c7e3244a3f667a109b3b32257842ff\" tg-width=\"614\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The path toward maximum employment is also uncertain for two reasons:</p>\n<ol>\n <li>it is unclear how much of the decline in the labor force will prove permanent; and</li>\n <li>the Fed has changed the definition of maximum employment.</li>\n</ol>\n<p>For the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,<b>about 1.2 million reflects earlier retirement which is unlikely reversible.</b>This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP to<b>return to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/4f782420c64c9d0bcc2f0472be6c6f43\" tg-width=\"581\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The other consideration mentioned by BofA,<b>is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"</b>This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,<b>no hikes until there is a surge in black employment</b>. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,<b>it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!</b></p>\n<p><b>The Committee: divided</b></p>\n<p>Last but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,<b>all of these officials are regional Fed Presidents</b>, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).</p>\n<p><img src=\"https://static.tigerbbs.com/d638c3c8a49237058a24159586030dba\" tg-width=\"1280\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>And so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....<b>if you are still operating in the old regime:</b>remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –<i><b>Powell, Brainard and Clarida</b></i>– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.</p>\n<p><b>Finally, markets, where we have seen a big moves in rates</b></p>\n<p>The bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.</p>\n<p>In short: expect the flood of liquidity to continue for a long, long time.</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>The Fed's Complete Taper Timeline</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\">\nThe Fed's Complete Taper Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-complete-taper-timeline><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-complete-taper-timeline\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/feds-complete-taper-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144812338","content_text":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"\nTo help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.\nFirst, the Taper\nHere Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.\n\nWhile Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.\nThere is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.This depends on how much quantitative guidance the Fed offers along with the taper signal.According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.\nWhat about hikes\nThe Fed laid out the criteria to hike rates as three-fold:\n\ninflation needs to reach 2% and stay there for a year;\nconditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;\nmaximum employment to be met with broad-based labor market recovery.\n\nThe first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.\nThe challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.This shows the sensitivity of inflation to a singular volatile category.\n\nThe path toward maximum employment is also uncertain for two reasons:\n\nit is unclear how much of the decline in the labor force will prove permanent; and\nthe Fed has changed the definition of maximum employment.\n\nFor the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,about 1.2 million reflects earlier retirement which is unlikely reversible.This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP toreturn to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022.\n\nThe other consideration mentioned by BofA,is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,no hikes until there is a surge in black employment. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!\nThe Committee: divided\nLast but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,all of these officials are regional Fed Presidents, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).\n\nAnd so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....if you are still operating in the old regime:remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –Powell, Brainard and Clarida– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.\nFinally, markets, where we have seen a big moves in rates\nThe bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.\nIn short: expect the flood of liquidity to continue for a long, long time.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145682945,"gmtCreate":1626221386987,"gmtModify":1633928963323,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Like!&nbsp;","listText":"Like!&nbsp;","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145682945","repostId":"1144812338","repostType":4,"repost":{"id":"1144812338","kind":"news","pubTimestamp":1626134605,"share":"https://ttm.financial/m/news/1144812338?lang=&edition=full","pubTime":"2021-07-13 08:03","market":"us","language":"en","title":"The Fed's Complete Taper Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1144812338","media":"zerohedge","summary":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writ","content":"<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"</p>\n<p>To help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.</p>\n<p><b>First, the Taper</b></p>\n<p>Here Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.</p>\n<p><img src=\"https://static.tigerbbs.com/3d762173d94ce966d288af0927ed478c\" tg-width=\"1205\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>While Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.<b>The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.</b>In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.</p>\n<p>There is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.<b>This depends on how much quantitative guidance the Fed offers along with the taper signal.</b>According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.</p>\n<p><b>What about hikes</b></p>\n<p>The Fed laid out the criteria to hike rates as three-fold:</p>\n<ol>\n <li><b>inflation needs to reach 2% and stay there for a year;</b></li>\n <li><b>conditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;</b></li>\n <li><b>maximum employment to be met with broad-based labor market recovery.</b></li>\n</ol>\n<p>The first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.</p>\n<p>The challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.<b>This shows the sensitivity of inflation to a singular volatile category.</b></p>\n<p><img src=\"https://static.tigerbbs.com/a4c7e3244a3f667a109b3b32257842ff\" tg-width=\"614\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The path toward maximum employment is also uncertain for two reasons:</p>\n<ol>\n <li>it is unclear how much of the decline in the labor force will prove permanent; and</li>\n <li>the Fed has changed the definition of maximum employment.</li>\n</ol>\n<p>For the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,<b>about 1.2 million reflects earlier retirement which is unlikely reversible.</b>This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP to<b>return to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/4f782420c64c9d0bcc2f0472be6c6f43\" tg-width=\"581\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The other consideration mentioned by BofA,<b>is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"</b>This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,<b>no hikes until there is a surge in black employment</b>. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,<b>it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!</b></p>\n<p><b>The Committee: divided</b></p>\n<p>Last but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,<b>all of these officials are regional Fed Presidents</b>, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).</p>\n<p><img src=\"https://static.tigerbbs.com/d638c3c8a49237058a24159586030dba\" tg-width=\"1280\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>And so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....<b>if you are still operating in the old regime:</b>remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –<i><b>Powell, Brainard and Clarida</b></i>– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.</p>\n<p><b>Finally, markets, where we have seen a big moves in rates</b></p>\n<p>The bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.</p>\n<p>In short: expect the flood of liquidity to continue for a long, long time.</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>The Fed's Complete Taper Timeline</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\">\nThe Fed's Complete Taper Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-complete-taper-timeline><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-complete-taper-timeline\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/feds-complete-taper-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144812338","content_text":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"\nTo help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.\nFirst, the Taper\nHere Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.\n\nWhile Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.\nThere is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.This depends on how much quantitative guidance the Fed offers along with the taper signal.According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.\nWhat about hikes\nThe Fed laid out the criteria to hike rates as three-fold:\n\ninflation needs to reach 2% and stay there for a year;\nconditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;\nmaximum employment to be met with broad-based labor market recovery.\n\nThe first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.\nThe challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.This shows the sensitivity of inflation to a singular volatile category.\n\nThe path toward maximum employment is also uncertain for two reasons:\n\nit is unclear how much of the decline in the labor force will prove permanent; and\nthe Fed has changed the definition of maximum employment.\n\nFor the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,about 1.2 million reflects earlier retirement which is unlikely reversible.This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP toreturn to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022.\n\nThe other consideration mentioned by BofA,is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,no hikes until there is a surge in black employment. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!\nThe Committee: divided\nLast but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,all of these officials are regional Fed Presidents, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).\n\nAnd so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....if you are still operating in the old regime:remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –Powell, Brainard and Clarida– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.\nFinally, markets, where we have seen a big moves in rates\nThe bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.\nIn short: expect the flood of liquidity to continue for a long, long time.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151739319,"gmtCreate":1625105892431,"gmtModify":1633944732039,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151739319","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=full","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></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>EV Stocks surged in Monday morning trading</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; 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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>EV Stocks surged in Monday morning trading</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; 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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>Google’s first retail store, where it will sell phones and other gadgets, to open in New York this summer</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; 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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\">\nGoogle’s first retail store, where it will sell phones and other gadgets, to open in New York this summer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nGoogle announced on Thursday its first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest products and more.\nThe store is in the Chelsea ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1136309004","content_text":"KEY POINTS\n\nGoogle announced on Thursday its first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest products and more.\nThe store is in the Chelsea neighborhood of New York City at Google’s office and is close to an Apple Store.\n\nGoogle announced on Thursdayits first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest thermostats and speakers, and more. The store is in the Chelsea neighborhood of New York City at Google’s office and is close to an Apple Store.\nThe store is expected to open this summer.\nGoogle has toyed with retail in the past, sometimes with little pop-up shops where people can browse new gadgets when they’re announced. But it has otherwise relied on its website and other retailers to sell its hardware and services. This means Google is slowly taking a different approach more akin to Apple by creating a space where people can come in and try its products and get support.\nIt may help Google too, at least if it continues to open additional stores, since it hasn’t offered many ways for customers to try its products before buying them outside of “experience” mini shops in places like Best Buy.\nSome tech companies, like Apple, are better at retail than others.\nMicrosoft, for example, announced last June that it was permanently closing its 83 Microsoft Store locations because it found its online sales were growing and that it was better able to serve customers online instead of in stores.\nThe Google store will offer technical support for the company’s devices, including fixing cracked phone screens.\nGoogle said it will require social distancing, masks and hand sanitation for customers and employees as it follows local and national guidelines during the Covid-19 pandemic.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130416778,"gmtCreate":1621560709394,"gmtModify":1634188098755,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130416778","repostId":"1125212207","repostType":4,"repost":{"id":"1125212207","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621520964,"share":"https://ttm.financial/m/news/1125212207?lang=&edition=full","pubTime":"2021-05-20 22:29","market":"us","language":"en","title":"Some hot Chinese concept stocks Skyrocketed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125212207","media":"Tiger Newspress","summary":"Some hot Chinese concept stocks Skyrocketed in Thursday morning trading.JD.com and NetEase rose more","content":"<p>Some hot Chinese concept stocks Skyrocketed in Thursday&nbsp;morning trading.JD.com&nbsp;and&nbsp;NetEase&nbsp;rose&nbsp;more&nbsp;than&nbsp;5%,Pinduoduo&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%,Alibaba&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1b90c00a0d8d4a43837e61a1ab5d8e2\" tg-width=\"367\" tg-height=\"598\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSome hot Chinese concept stocks Skyrocketed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-20 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some hot Chinese concept stocks Skyrocketed in Thursday&nbsp;morning trading.JD.com&nbsp;and&nbsp;NetEase&nbsp;rose&nbsp;more&nbsp;than&nbsp;5%,Pinduoduo&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%,Alibaba&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1b90c00a0d8d4a43837e61a1ab5d8e2\" tg-width=\"367\" tg-height=\"598\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","JD":"京东","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125212207","content_text":"Some hot Chinese concept stocks Skyrocketed in Thursday morning trading.JD.com and NetEase rose more than 5%,Pinduoduo rose more than 4%,Alibaba rose more than 1%.","news_type":1,"symbols_score_info":{"BABA":0.9,"JD":0.9,"NTES":0.9}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194923676,"gmtCreate":1621335647995,"gmtModify":1634192362470,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/194923676","repostId":"2136955765","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194994603,"gmtCreate":1621332108002,"gmtModify":1634192388163,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194994603","repostId":"1150884075","repostType":4,"repost":{"id":"1150884075","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621326618,"share":"https://ttm.financial/m/news/1150884075?lang=&edition=full","pubTime":"2021-05-18 16:30","market":"us","language":"en","title":"TSMC rose 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150884075","media":"Tiger Newspress","summary":"TSMC rose 3% in premarket trading.The company will issue NT $19.7 billion in corporate bonds.","content":"<p>TSMC rose 3% in premarket trading.The company will issue NT $19.7 billion in corporate bonds.</p>\n<p><img src=\"https://static.tigerbbs.com/31ac96e9c164a71ce1f35e421e496de8\" tg-width=\"1302\" tg-height=\"663\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Editing by Christopher Cushing)</p><p>((haphuong.nguyen@thomsonreuters.com; +84-24-3852-9623;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, partners invest $400 mln in retail arm of Vietnam's Masan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, partners invest $400 mln in retail arm of Vietnam's Masan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-18 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>HANOI, May 18 (Reuters) - Chinese e-commerce leader Alibaba Group Holding Ltd    and partners have invested $400 million in the retail unit of Vietnamese conglomerate Masan Group Corp   , Masan said in a statement on Tuesday.</p><p> (Reporting by Phuong Nguyen; Editing by Christopher Cushing)</p><p>((haphuong.nguyen@thomsonreuters.com; +84-24-3852-9623;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136968383","content_text":"HANOI, May 18 (Reuters) - Chinese e-commerce leader Alibaba Group Holding Ltd    and partners have invested $400 million in the retail unit of Vietnamese conglomerate Masan Group Corp   , Masan said in a statement on Tuesday. (Reporting by Phuong Nguyen; Editing by Christopher Cushing)((haphuong.nguyen@thomsonreuters.com; +84-24-3852-9623;))","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196999425,"gmtCreate":1621003142367,"gmtModify":1634194625079,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196999425","repostId":"2135710626","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895888818,"gmtCreate":1628733362834,"gmtModify":1633689920820,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895888818","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895850497,"gmtCreate":1628734678319,"gmtModify":1631885479059,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>[胜利]&nbsp;","text":"$Qualcomm(QCOM)$[胜利]","images":[{"img":"https://static.tigerbbs.com/c47637ffbf8c24a2c4f142de9656002d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899615018","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":810445636,"gmtCreate":1629997741925,"gmtModify":1704954421518,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Why la why...","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Why la why...","text":"$Alibaba(BABA)$Why la why...","images":[{"img":"https://static.tigerbbs.com/b0677505f06fb459961e4c8a14f1eb9d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810445636","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806341587,"gmtCreate":1627635852049,"gmtModify":1633757566839,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only.&nbsp;[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","text":"$Alibaba(BABA)$The more I did DCA, the further it dropped. Hello! I don't want to put all my eggs in your basket only. [生气] [生气] [生气]","images":[{"img":"https://static.tigerbbs.com/048286ad3b38e6b28b6813af4e172cc9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806341587","isVote":1,"tweetType":1,"viewCount":1604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895882359,"gmtCreate":1628733487271,"gmtModify":1633689919302,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[邪恶]&nbsp;[邪恶]&nbsp;","listText":"[邪恶]&nbsp;[邪恶]&nbsp;","text":"[邪恶] [邪恶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895882359","repostId":"1155538846","repostType":4,"repost":{"id":"1155538846","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628732272,"share":"https://ttm.financial/m/news/1155538846?lang=&edition=full","pubTime":"2021-08-12 09:37","market":"us","language":"en","title":"8 Best Growth Stocks For The Second Half Of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1155538846","media":"Benzinga","summary":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth","content":"<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p>\n<p>All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p>\n<p>Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p>\n<p>The following are growth stocks that could perform well in the second half, in no particular order.</p>\n<h3><b>Alphabet</b></h3>\n<p><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p>\n<p>Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p>\n<h3><b>Apple</b></h3>\n<p>Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p>\n<h3><b>Microsoft</b></h3>\n<p>Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p>\n<p>The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p>\n<h3><b>Pfizer</b></h3>\n<p>The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p>\n<p>Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p>\n<h3><b>Zoom Video Communications</b></h3>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p>\n<p>“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p>\n<h3><b>Etsy</b></h3>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p>\n<h3><b>PayPal Holdings</b></h3>\n<p>A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p>\n<p>The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p>\n<h3><b>Fiverr International</b></h3>\n<p><a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</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>8 Best Growth Stocks For The Second Half Of 2021</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\">\n8 Best Growth Stocks For The Second Half Of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-12 09:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.</p>\n<p>All three major indices recorded double-digit gains in the first half of 2021. The Dow, S&amp;P 500 and Nasdaq added 12.7%, 14.4%&nbsp;and 12.5%, respectively,&nbsp;in the first six months of the year.</p>\n<p>Wall Street analysts widely expect the momentum to continue in the back half of 2021.</p>\n<p>The following are growth stocks that could perform well in the second half, in no particular order.</p>\n<h3><b>Alphabet</b></h3>\n<p><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.</p>\n<p>Alphabet is also gearing up to launch new and innovative features to boost the Google TV app.</p>\n<h3><b>Apple</b></h3>\n<p>Semiconductor shortage aside,&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.</p>\n<h3><b>Microsoft</b></h3>\n<p>Despite&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> strong execution and blowout results, investor response has remained tepid year-to-date.</p>\n<p>The software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired&nbsp;<a href=\"https://laohu8.com/S/NUAN\">Nuance</a> to flex its muscles in the health caresector.</p>\n<h3><b>Pfizer</b></h3>\n<p>The COVID-19 vaccine is estimated to generate $26 billion in revenue&nbsp;for&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.</p>\n<p>Continued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.</p>\n<h3><b>Zoom Video Communications</b></h3>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.</p>\n<p>“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&amp;A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.</p>\n<h3><b>Etsy</b></h3>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.</p>\n<h3><b>PayPal Holdings</b></h3>\n<p>A global leader in the digital payments market,&nbsp;<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL&nbsp;and cross-border payment systems.</p>\n<p>The company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.</p>\n<h3><b>Fiverr International</b></h3>\n<p><a href=\"https://laohu8.com/S/FVRR\">Fiverr International Ltd.</a> is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd.","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","ETSY":"Etsy, Inc.","NUAN":"微妙通讯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155538846","content_text":"Despite inflationary pressures and the possibility of a Fed interest rate hike in the offing, growth stocks have continued the momentum gained in 2020.\nAll three major indices recorded double-digit gains in the first half of 2021. The Dow, S&P 500 and Nasdaq added 12.7%, 14.4% and 12.5%, respectively, in the first six months of the year.\nWall Street analysts widely expect the momentum to continue in the back half of 2021.\nThe following are growth stocks that could perform well in the second half, in no particular order.\nAlphabet\nAlphabet beat first- and second-quarter earnings estimates by a wide margin. While the continued shift by businesses to the cloud could boost the prospects of Google Cloud, the revival of travel and retail spending is likely to drive Google’s performance.\nAlphabet is also gearing up to launch new and innovative features to boost the Google TV app.\nApple\nSemiconductor shortage aside, Apple has plenty of growth drivers. The company’s loyal user base could drive its next phase of growth. Apple has been aggressively monetizing its services with a 660-million subscriber base and recurring subscription revenues.\nMicrosoft\nDespite Microsoft strong execution and blowout results, investor response has remained tepid year-to-date.\nThe software giant launched its Windows 11 operating system in June, with a refreshed design, new features, and integration of its Teams videoconferencing app. Microsoft recently acquired Nuance to flex its muscles in the health caresector.\nPfizer\nThe COVID-19 vaccine is estimated to generate $26 billion in revenue for Pfizer in 2021. The pharma giant also has contracts with governments worldwide to supply vaccines until 2024.\nContinued spread of the Delta variant of COVID-19 could keep market sentiment for Pfizer’s stock elevated.\nZoom Video Communications\nShares of Zoom jumped 14.7% in the first half, with some important launches, including Zoom Events and Zoom Phone Appliances.\n“The control of internal and external communications should also better position Zoom to open the platform for application developers and create a marketplace. With a $5 billion cash position and 36% operating margins, we also believe Zoom has an attractive opportunity to do more potential M&A, outspend competitors, and extend its leadership position,” Bank of America analyst Daniel Bartus said in a note to clients. The BofA analyst also named Zoom Video Communications a top pick.\nEtsy\nEtsy is entering new markets, with the recent acquisition of Brazilian peer Elo7 and global fashion reseller Depop. The Depop acquisition positions the company well in the $558.7-billion online apparel market, which is projected to grow to $1.3 trillion by 2026.\nPayPal Holdings\nA global leader in the digital payments market, PayPal is accelerating its expansion strategies by venturing intocryptocurrencypayments, BNPL and cross-border payment systems.\nThe company has diversified its revenue sources with Xoom and Venmo. Contactless finance could remain relevant in the post-COVID-19 world, making this growth stock worth a look.\nFiverr International\nFiverr International Ltd. is expanding into new markets, with the addition of data-related services as its ninth vertical. The company’s role in supporting the gig economy could continue to favor the stock.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ETSY":0.9,"FVRR":0.9,"GOOG":0.9,"MSFT":0.9,"NUAN":0.9}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893260178,"gmtCreate":1628264968794,"gmtModify":1633752097118,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893260178","repostId":"1188570839","repostType":2,"repost":{"id":"1188570839","kind":"news","pubTimestamp":1622860746,"share":"https://ttm.financial/m/news/1188570839?lang=&edition=full","pubTime":"2021-06-05 10:39","market":"us","language":"en","title":"7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1188570839","media":"InvestorPlace","summary":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterS","content":"<p>This is one of the toughest challenges for the matriarch of Wall Street</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2022cd2d5aa215fd31b5412f065fd906\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Maxx-Studio/ShutterStock.com</span></p>\n<p>I like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she&nbsp;runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.</p>\n<p>Unfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.</p>\n<p>To be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.</p>\n<p>Unfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;(BATS:<b><u>ARKQ</u></b>)&nbsp;doubled downon shares of&nbsp;<b>Workhorse</b>&nbsp;(NASDAQ:<b><u>WKHS</u></b>) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.</p>\n<p>Still, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.</p>\n<ul>\n <li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li>\n <li><b>Twilio</b>(NYSE:<b><u>TWLO</u></b>)</li>\n <li><b>Nintendo</b>(OTCMKTS:<b><u>NTDOY</u></b>)</li>\n <li><b>Stratasys</b>(NASDAQ:<b><u>SSYS</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li>\n <li><b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>)</li>\n</ul>\n<p>Because this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>I’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the&nbsp;eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?</p>\n<p>However, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to&nbsp;<i>CNBC</i>, the streaming equipment manufacturer “posted its&nbsp;highest revenue growth rate” in the years since its 2017 initial public offering.</p>\n<p>Second, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.</p>\n<p>Still, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.</p>\n<p><b>Twilio (TWLO)</b></p>\n<p>Another one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed&nbsp;voice calling, text messaging and other communications functionality&nbsp;into a software application or product.”</p>\n<p>I like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.</p>\n<p>Most of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.</p>\n<p>Part of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.</p>\n<p>Personally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.</p>\n<p><b>Nintendo (NTDOY)</b></p>\n<p>If I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, I<i>did</i>actually grow up with it.</p>\n<p>But setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector&nbsp;may reach $154.6 billion&nbsp;by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.</p>\n<p>True, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.</p>\n<p>Still, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.</p>\n<p><b>Stratasys (SSYS)</b></p>\n<p>As a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.</p>\n<p>Much like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.</p>\n<p>That’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.</p>\n<p>Even more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>For the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.</p>\n<p>While opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.</p>\n<p>Further, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.</p>\n<p>However, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.</p>\n<p>Also, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.</p>\n<p><b>Teladoc Health (TDOC)</b></p>\n<p>Among Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.</p>\n<p>That’s an important lesson — sometimes, the fundamentals matter all the time.</p>\n<p>Of course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a&nbsp;hybrid of Covid-19 variants&nbsp;that’s incredibly contagious.</p>\n<p>On the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.</p>\n<p>Also, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.</p>\n<p><b>Zillow (Z, ZG)</b></p>\n<p>Here’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&amp;P/Case-Shiller U.S. National Home Price Index demonstrates, real estate&nbsp;demand reached unprecedented levels&nbsp;in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.</p>\n<p>But on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.</p>\n<p>Although it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.</p>\n<p>Finally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.</p>","source":"lsy1606302653667","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>7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire</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\">\n7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","Z":"Zillow","ARKO":"ARKO Corp","ZG":"Zillow Class A","ARKF":"ARK Fintech Innovation ETF","ROKU":"Roku Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","SSYS":"Stratasys","TDOC":"Teladoc Health Inc.","NTDOY":"任天堂","ARKG":"ARK Genomic Revolution ETF","TWLO":"Twilio Inc","ARKW":"ARK Next Generation Internet ETF","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188570839","content_text":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.\nUnfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship ARK Innovation ETF (NYSEARCA:ARKK) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.\nTo be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.\nUnfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) doubled downon shares of Workhorse (NASDAQ:WKHS) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.\nStill, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.\n\nRoku(NASDAQ:ROKU)\nTwilio(NYSE:TWLO)\nNintendo(OTCMKTS:NTDOY)\nStratasys(NASDAQ:SSYS)\nTesla(NASDAQ:TSLA)\nTeladoc Health(NYSE:TDOC)\nZillow(NASDAQ:Z, NASDAQ:ZG)\n\nBecause this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.\nRoku (ROKU)\nI’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?\nHowever, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to CNBC, the streaming equipment manufacturer “posted its highest revenue growth rate” in the years since its 2017 initial public offering.\nSecond, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.\nStill, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.\nTwilio (TWLO)\nAnother one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed voice calling, text messaging and other communications functionality into a software application or product.”\nI like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.\nMost of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.\nPart of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.\nPersonally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.\nNintendo (NTDOY)\nIf I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, Ididactually grow up with it.\nBut setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector may reach $154.6 billion by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.\nTrue, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.\nStill, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.\nStratasys (SSYS)\nAs a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.\nMuch like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.\nThat’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.\nEven more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.\nTesla (TSLA)\nFor the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.\nWhile opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.\nFurther, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.\nHowever, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.\nAlso, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.\nTeladoc Health (TDOC)\nAmong Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.\nThat’s an important lesson — sometimes, the fundamentals matter all the time.\nOf course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a hybrid of Covid-19 variants that’s incredibly contagious.\nOn the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.\nAlso, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.\nZillow (Z, ZG)\nHere’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&P/Case-Shiller U.S. National Home Price Index demonstrates, real estate demand reached unprecedented levels in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.\nBut on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.\nAlthough it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.\nFinally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKG":0.9,"ARKK":0.9,"ARKO":0.9,"ARKQ":0.9,"ARKW":0.9,"NTDOY":0.9,"ROKU":0.9,"SSYS":0.9,"TDOC":0.9,"TSLA":0.9,"TWLO":0.9,"Z":0.9,"ZG":0.9}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893286833,"gmtCreate":1628264643622,"gmtModify":1633752100185,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/893286833","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","TSLA":"特斯拉","Z":"Zillow","LC":"LendingClub","COIN":"Coinbase Global, Inc.","SHOP":"Shopify Inc","PDD":"拼多多","MELI":"MercadoLibre","OKTA":"Okta Inc.","ROKU":"Roku Inc","SE":"Sea Ltd","KC":"金山云","ZG":"Zillow Class A","SKLZ":"Skillz Inc","ADYEY":"Adyen N.V.","DKNG":"DraftKings Inc.","SNAP":"Snap Inc","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"ADYEY":0.9,"COIN":0.9,"CRWD":0.9,"DKNG":0.9,"KC":0.9,"LC":0.9,"MELI":0.9,"OKTA":0.9,"PDD":0.9,"PINS":0.9,"ROKU":0.9,"SE":0.9,"SHOP":0.9,"SKLZ":0.9,"SNAP":0.9,"SQ":0.9,"TDOC":0.9,"TSLA":0.9,"VCYT":0.9,"Z":0.9,"ZG":0.9}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808308646,"gmtCreate":1627554628385,"gmtModify":1633763858223,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"So tempted to buy!&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"So tempted to buy! [思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/a3967052b05e9fccfca60bb11c4af649","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808308646","isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808309017,"gmtCreate":1627554469139,"gmtModify":1631885479274,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>争气点好吗！！！[生气]&nbsp;","text":"$Intel(INTC)$争气点好吗！！！[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808309017","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808977571,"gmtCreate":1627554377293,"gmtModify":1633763860271,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>DCA is my only way now.&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>DCA is my only way now.&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"$Alibaba(BABA)$DCA is my only way now. [流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/55df34c8ef6c3bd4ee72ff82c8dec8be","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808977571","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":145682270,"gmtCreate":1626221409590,"gmtModify":1633928962978,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145682270","repostId":"1144812338","repostType":4,"repost":{"id":"1144812338","kind":"news","pubTimestamp":1626134605,"share":"https://ttm.financial/m/news/1144812338?lang=&edition=full","pubTime":"2021-07-13 08:03","market":"us","language":"en","title":"The Fed's Complete Taper Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1144812338","media":"zerohedge","summary":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writ","content":"<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"</p>\n<p>To help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.</p>\n<p><b>First, the Taper</b></p>\n<p>Here Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.</p>\n<p><img src=\"https://static.tigerbbs.com/3d762173d94ce966d288af0927ed478c\" tg-width=\"1205\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>While Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.<b>The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.</b>In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.</p>\n<p>There is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.<b>This depends on how much quantitative guidance the Fed offers along with the taper signal.</b>According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.</p>\n<p><b>What about hikes</b></p>\n<p>The Fed laid out the criteria to hike rates as three-fold:</p>\n<ol>\n <li><b>inflation needs to reach 2% and stay there for a year;</b></li>\n <li><b>conditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;</b></li>\n <li><b>maximum employment to be met with broad-based labor market recovery.</b></li>\n</ol>\n<p>The first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.</p>\n<p>The challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.<b>This shows the sensitivity of inflation to a singular volatile category.</b></p>\n<p><img src=\"https://static.tigerbbs.com/a4c7e3244a3f667a109b3b32257842ff\" tg-width=\"614\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The path toward maximum employment is also uncertain for two reasons:</p>\n<ol>\n <li>it is unclear how much of the decline in the labor force will prove permanent; and</li>\n <li>the Fed has changed the definition of maximum employment.</li>\n</ol>\n<p>For the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,<b>about 1.2 million reflects earlier retirement which is unlikely reversible.</b>This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP to<b>return to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/4f782420c64c9d0bcc2f0472be6c6f43\" tg-width=\"581\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The other consideration mentioned by BofA,<b>is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"</b>This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,<b>no hikes until there is a surge in black employment</b>. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,<b>it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!</b></p>\n<p><b>The Committee: divided</b></p>\n<p>Last but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,<b>all of these officials are regional Fed Presidents</b>, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).</p>\n<p><img src=\"https://static.tigerbbs.com/d638c3c8a49237058a24159586030dba\" tg-width=\"1280\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>And so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....<b>if you are still operating in the old regime:</b>remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –<i><b>Powell, Brainard and Clarida</b></i>– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.</p>\n<p><b>Finally, markets, where we have seen a big moves in rates</b></p>\n<p>The bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.</p>\n<p>In short: expect the flood of liquidity to continue for a long, long time.</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>The Fed's Complete Taper Timeline</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\">\nThe Fed's Complete Taper Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-complete-taper-timeline><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-complete-taper-timeline\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/feds-complete-taper-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144812338","content_text":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"\nTo help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.\nFirst, the Taper\nHere Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.\n\nWhile Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.\nThere is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.This depends on how much quantitative guidance the Fed offers along with the taper signal.According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.\nWhat about hikes\nThe Fed laid out the criteria to hike rates as three-fold:\n\ninflation needs to reach 2% and stay there for a year;\nconditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;\nmaximum employment to be met with broad-based labor market recovery.\n\nThe first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.\nThe challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.This shows the sensitivity of inflation to a singular volatile category.\n\nThe path toward maximum employment is also uncertain for two reasons:\n\nit is unclear how much of the decline in the labor force will prove permanent; and\nthe Fed has changed the definition of maximum employment.\n\nFor the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,about 1.2 million reflects earlier retirement which is unlikely reversible.This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP toreturn to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022.\n\nThe other consideration mentioned by BofA,is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,no hikes until there is a surge in black employment. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!\nThe Committee: divided\nLast but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,all of these officials are regional Fed Presidents, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).\n\nAnd so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....if you are still operating in the old regime:remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –Powell, Brainard and Clarida– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.\nFinally, markets, where we have seen a big moves in rates\nThe bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.\nIn short: expect the flood of liquidity to continue for a long, long time.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145682945,"gmtCreate":1626221386987,"gmtModify":1633928963323,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Like!&nbsp;","listText":"Like!&nbsp;","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145682945","repostId":"1144812338","repostType":4,"repost":{"id":"1144812338","kind":"news","pubTimestamp":1626134605,"share":"https://ttm.financial/m/news/1144812338?lang=&edition=full","pubTime":"2021-07-13 08:03","market":"us","language":"en","title":"The Fed's Complete Taper Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1144812338","media":"zerohedge","summary":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writ","content":"<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"</p>\n<p>To help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.</p>\n<p><b>First, the Taper</b></p>\n<p>Here Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.</p>\n<p><img src=\"https://static.tigerbbs.com/3d762173d94ce966d288af0927ed478c\" tg-width=\"1205\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>While Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.<b>The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.</b>In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.</p>\n<p>There is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.<b>This depends on how much quantitative guidance the Fed offers along with the taper signal.</b>According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.</p>\n<p><b>What about hikes</b></p>\n<p>The Fed laid out the criteria to hike rates as three-fold:</p>\n<ol>\n <li><b>inflation needs to reach 2% and stay there for a year;</b></li>\n <li><b>conditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;</b></li>\n <li><b>maximum employment to be met with broad-based labor market recovery.</b></li>\n</ol>\n<p>The first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.</p>\n<p>The challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.<b>This shows the sensitivity of inflation to a singular volatile category.</b></p>\n<p><img src=\"https://static.tigerbbs.com/a4c7e3244a3f667a109b3b32257842ff\" tg-width=\"614\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The path toward maximum employment is also uncertain for two reasons:</p>\n<ol>\n <li>it is unclear how much of the decline in the labor force will prove permanent; and</li>\n <li>the Fed has changed the definition of maximum employment.</li>\n</ol>\n<p>For the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,<b>about 1.2 million reflects earlier retirement which is unlikely reversible.</b>This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP to<b>return to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/4f782420c64c9d0bcc2f0472be6c6f43\" tg-width=\"581\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The other consideration mentioned by BofA,<b>is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"</b>This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,<b>no hikes until there is a surge in black employment</b>. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,<b>it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!</b></p>\n<p><b>The Committee: divided</b></p>\n<p>Last but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,<b>all of these officials are regional Fed Presidents</b>, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).</p>\n<p><img src=\"https://static.tigerbbs.com/d638c3c8a49237058a24159586030dba\" tg-width=\"1280\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>And so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....<b>if you are still operating in the old regime:</b>remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –<i><b>Powell, Brainard and Clarida</b></i>– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.</p>\n<p><b>Finally, markets, where we have seen a big moves in rates</b></p>\n<p>The bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.</p>\n<p>In short: expect the flood of liquidity to continue for a long, long time.</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>The Fed's Complete Taper Timeline</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\">\nThe Fed's Complete Taper Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-complete-taper-timeline><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-complete-taper-timeline\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/feds-complete-taper-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144812338","content_text":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"\nTo help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.\nFirst, the Taper\nHere Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.\n\nWhile Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.\nThere is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.This depends on how much quantitative guidance the Fed offers along with the taper signal.According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.\nWhat about hikes\nThe Fed laid out the criteria to hike rates as three-fold:\n\ninflation needs to reach 2% and stay there for a year;\nconditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;\nmaximum employment to be met with broad-based labor market recovery.\n\nThe first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.\nThe challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.This shows the sensitivity of inflation to a singular volatile category.\n\nThe path toward maximum employment is also uncertain for two reasons:\n\nit is unclear how much of the decline in the labor force will prove permanent; and\nthe Fed has changed the definition of maximum employment.\n\nFor the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,about 1.2 million reflects earlier retirement which is unlikely reversible.This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP toreturn to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022.\n\nThe other consideration mentioned by BofA,is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,no hikes until there is a surge in black employment. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!\nThe Committee: divided\nLast but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,all of these officials are regional Fed Presidents, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).\n\nAnd so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....if you are still operating in the old regime:remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –Powell, Brainard and Clarida– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.\nFinally, markets, where we have seen a big moves in rates\nThe bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.\nIn short: expect the flood of liquidity to continue for a long, long time.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151739319,"gmtCreate":1625105892431,"gmtModify":1633944732039,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151739319","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=full","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></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>EV Stocks surged in Monday morning trading</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\">\nEV Stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791117","content_text":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151739046,"gmtCreate":1625105878885,"gmtModify":1633944732162,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151739046","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=full","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></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>EV Stocks surged in Monday morning trading</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; 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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>Google’s first retail store, where it will sell phones and other gadgets, to open in New York this summer</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; 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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\">\nGoogle’s first retail store, where it will sell phones and other gadgets, to open in New York this summer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nGoogle announced on Thursday its first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest products and more.\nThe store is in the Chelsea ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/05/20/googles-first-retail-store-to-open-in-new-york-this-summer.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1136309004","content_text":"KEY POINTS\n\nGoogle announced on Thursday its first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest products and more.\nThe store is in the Chelsea neighborhood of New York City at Google’s office and is close to an Apple Store.\n\nGoogle announced on Thursdayits first-ever retail store, where it plans to sell Pixel phones, Fitbit wearables, Pixelbooks, Nest thermostats and speakers, and more. The store is in the Chelsea neighborhood of New York City at Google’s office and is close to an Apple Store.\nThe store is expected to open this summer.\nGoogle has toyed with retail in the past, sometimes with little pop-up shops where people can browse new gadgets when they’re announced. But it has otherwise relied on its website and other retailers to sell its hardware and services. This means Google is slowly taking a different approach more akin to Apple by creating a space where people can come in and try its products and get support.\nIt may help Google too, at least if it continues to open additional stores, since it hasn’t offered many ways for customers to try its products before buying them outside of “experience” mini shops in places like Best Buy.\nSome tech companies, like Apple, are better at retail than others.\nMicrosoft, for example, announced last June that it was permanently closing its 83 Microsoft Store locations because it found its online sales were growing and that it was better able to serve customers online instead of in stores.\nThe Google store will offer technical support for the company’s devices, including fixing cracked phone screens.\nGoogle said it will require social distancing, masks and hand sanitation for customers and employees as it follows local and national guidelines during the Covid-19 pandemic.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130416778,"gmtCreate":1621560709394,"gmtModify":1634188098755,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130416778","repostId":"1125212207","repostType":4,"repost":{"id":"1125212207","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621520964,"share":"https://ttm.financial/m/news/1125212207?lang=&edition=full","pubTime":"2021-05-20 22:29","market":"us","language":"en","title":"Some hot Chinese concept stocks Skyrocketed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125212207","media":"Tiger Newspress","summary":"Some hot Chinese concept stocks Skyrocketed in Thursday morning trading.JD.com and NetEase rose more","content":"<p>Some hot Chinese concept stocks Skyrocketed in Thursday&nbsp;morning trading.JD.com&nbsp;and&nbsp;NetEase&nbsp;rose&nbsp;more&nbsp;than&nbsp;5%,Pinduoduo&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%,Alibaba&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1b90c00a0d8d4a43837e61a1ab5d8e2\" tg-width=\"367\" tg-height=\"598\"></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>Some hot Chinese concept stocks Skyrocketed in morning trading</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; 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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\">\nSome hot Chinese concept stocks Skyrocketed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-20 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some hot Chinese concept stocks Skyrocketed in Thursday&nbsp;morning trading.JD.com&nbsp;and&nbsp;NetEase&nbsp;rose&nbsp;more&nbsp;than&nbsp;5%,Pinduoduo&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%,Alibaba&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1b90c00a0d8d4a43837e61a1ab5d8e2\" tg-width=\"367\" tg-height=\"598\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","JD":"京东","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125212207","content_text":"Some hot Chinese concept stocks Skyrocketed in Thursday morning trading.JD.com and NetEase rose more than 5%,Pinduoduo rose more than 4%,Alibaba rose more than 1%.","news_type":1,"symbols_score_info":{"BABA":0.9,"JD":0.9,"NTES":0.9}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194923676,"gmtCreate":1621335647995,"gmtModify":1634192362470,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/194923676","repostId":"2136955765","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194994603,"gmtCreate":1621332108002,"gmtModify":1634192388163,"author":{"id":"3568286873818679","authorId":"3568286873818679","name":"WQian","avatar":"https://static.tigerbbs.com/375e465e710fe0d3d01a69eba9002e01","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568286873818679","authorIdStr":"3568286873818679"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194994603","repostId":"1150884075","repostType":4,"repost":{"id":"1150884075","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621326618,"share":"https://ttm.financial/m/news/1150884075?lang=&edition=full","pubTime":"2021-05-18 16:30","market":"us","language":"en","title":"TSMC rose 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150884075","media":"Tiger Newspress","summary":"TSMC rose 3% in premarket trading.The company will issue NT $19.7 billion in corporate bonds.","content":"<p>TSMC rose 3% in premarket trading.The company will issue NT $19.7 billion in corporate bonds.</p>\n<p><img src=\"https://static.tigerbbs.com/31ac96e9c164a71ce1f35e421e496de8\" tg-width=\"1302\" tg-height=\"663\"></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>TSMC rose 3% in premarket trading</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; 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