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2021-04-09

Wow

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2021-04-09

Will it rise

What's next for the dollar after upswing confounds analysts?

2021-04-09

Boom

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2021-03-31

Wow, online education

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2021-03-31

Oh

Lloyd's of London sees 'large loss' due to Suez Canal blockage

2021-03-31

Nice

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2021-03-25

Nice

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2021-03-25

Is it a competitive clause

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2021-03-25

What will drive up the EV market

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2021-03-18

Fast game

ByteDance on hiring spree in Singapore, says FT

2021-03-06

Moving forward

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2021-03-06

What

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2021-03-06

Wow

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2021-02-26

Interesting

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2021-02-24

Interesting

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2021-02-23

Wow

Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.

2021-02-23

Great

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2021-02-23

Cuz of the man

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2021-02-23

Interesting

If Inflation Is Coming, These Stocks Will Benefit the Most

2021-02-22

Wow

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The ICE U.S. Dollar Index, a measure of the currency against six major rivals, has so farbounced nearly 3%this year following adecline of 6.7%in 2020. In the first quarter alone, the dollarclimbed 7.2%against the Japanese yen, while the euro in March dropped the most in three years against the greenback.</p><p><b><i>What happened?</i></b>&nbsp;Expectations of a weakened dollar was based on loose monetary conditions in the U.S., inflation expectations, rising public debt and a robust global economic recovery. However, signs now suggest the U.S. will outperform other major economies as Europe struggles with its COVID-19 vaccine rollout. A robust U.S. economic performance could also mean divergence in monetary policy, with the Fed tightening monetary policy relatively more quickly than the ECB. \"That could see the pace of dollar appreciation accelerate this year,\" BofAwrotein a recent research note.</p><p>While some analysts acknowledge they were quick to make forecasts, others aren't giving in. \"We do not think that the long-term outlook for the dollar has changed,\"saidCalvin Tse, a currency analyst at Citi, who still feels the currency could fall as much as 20%. However, Goldman Sachs this weekcanceled its short callon the dollar, saying after a \"choppy few months we are closing our recommended dollar short trade.'</p><p><b>Outlook:</b>&nbsp;The next move for the greenback may depend on whether the Fed will let the economy run hot. Last month, policymakers signaled expectations for interest rates that be kept at near zero through 2023, but some money markets are already positioning for a rate rise as soon as next year. Others suggest that even if the Fed would move early, the relationship has changed, as well as the currency's traditional role with equities. Once upon a time, a weaker dollar was seen as a boon for U.S. equities, but a stronger buck didn't prevent the continuous stock market highs that were notched in the first quarter.</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>What's next for the dollar after upswing confounds analysts?</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\">\nWhat's next for the dollar after upswing confounds analysts?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3680584-whats-next-for-the-dollar-after-upswing-confounds-analysts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Going into 2021, almost every sell side analyst suggested the dollar would weaken this year, but the U.S. currency hassurprisingly appreciated instead. The ICE U.S. Dollar Index, a measure of the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3680584-whats-next-for-the-dollar-after-upswing-confounds-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3680584-whats-next-for-the-dollar-after-upswing-confounds-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139015410","content_text":"Going into 2021, almost every sell side analyst suggested the dollar would weaken this year, but the U.S. currency hassurprisingly appreciated instead. The ICE U.S. Dollar Index, a measure of the currency against six major rivals, has so farbounced nearly 3%this year following adecline of 6.7%in 2020. In the first quarter alone, the dollarclimbed 7.2%against the Japanese yen, while the euro in March dropped the most in three years against the greenback.What happened? Expectations of a weakened dollar was based on loose monetary conditions in the U.S., inflation expectations, rising public debt and a robust global economic recovery. However, signs now suggest the U.S. will outperform other major economies as Europe struggles with its COVID-19 vaccine rollout. A robust U.S. economic performance could also mean divergence in monetary policy, with the Fed tightening monetary policy relatively more quickly than the ECB. \"That could see the pace of dollar appreciation accelerate this year,\" BofAwrotein a recent research note.While some analysts acknowledge they were quick to make forecasts, others aren't giving in. \"We do not think that the long-term outlook for the dollar has changed,\"saidCalvin Tse, a currency analyst at Citi, who still feels the currency could fall as much as 20%. However, Goldman Sachs this weekcanceled its short callon the dollar, saying after a \"choppy few months we are closing our recommended dollar short trade.'Outlook: The next move for the greenback may depend on whether the Fed will let the economy run hot. Last month, policymakers signaled expectations for interest rates that be kept at near zero through 2023, but some money markets are already positioning for a rate rise as soon as next year. Others suggest that even if the Fed would move early, the relationship has changed, as well as the currency's traditional role with equities. Once upon a time, a weaker dollar was seen as a boon for U.S. equities, but a stronger buck didn't prevent the continuous stock market highs that were notched in the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348521347,"gmtCreate":1617943559889,"gmtModify":1634295604295,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Boom","listText":"Boom","text":"Boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348521347","repostId":"1147517160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354220948,"gmtCreate":1617179952184,"gmtModify":1634522235509,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Wow, online education","listText":"Wow, online education","text":"Wow, online education","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354220948","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354267802,"gmtCreate":1617179913006,"gmtModify":1634522236070,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354267802","repostId":"1125307543","repostType":4,"repost":{"id":"1125307543","kind":"news","pubTimestamp":1617179082,"share":"https://www.laohu8.com/m/news/1125307543?lang=&edition=full","pubTime":"2021-03-31 16:24","market":"uk","language":"en","title":"Lloyd's of London sees 'large loss' due to Suez Canal blockage","url":"https://stock-news.laohu8.com/highlight/detail?id=1125307543","media":"Reuters","summary":"LONDON (Reuters) -The blockage of the Suez Canal for nearly a week will result in a “large loss” for","content":"<p>LONDON (Reuters) -The blockage of the Suez Canal for nearly a week will result in a “large loss” for Lloyd’s of London, its chairman said on Wednesday, as the insurance market recorded a 900 million pound ($1.2 billion) pretax loss in 2020 due to the COVID-19 pandemic.</p><p>The Canal is working to clear the backlog after the refloating this week of a stranded giant container ship. The blockage threw global supply chains into disarray.</p><p>Bruce Carnegie-Brown told Reuters it was too early to estimate the exact loss, but “it’s clearly going to be a large loss, not just for the vessel but for all of the other vessels that were trapped and unable to get through”.</p><p>He added this could mean a loss for Lloyd’s of around $100 million or more.</p><p>Liability insurance claims for ships and cargo impacted by the delay are expected to fall initially to the container ship Ever Given’s liability insurer, UK P&amp;I Club. But UK P&amp;I Club will also use reinsurance, some of it in the Lloyd’s market, industry sources say.</p><p>Carnegie-Brown said Lloyd’s may be on the hook for around 5-10% of the total reinsurance claims.</p><p>Fitch Ratings said this week that global reinsurers were likely to face hundreds of millions of euros of claims due to the incident.</p><p>The 2020 loss for the 330-year-old Lloyd’s market, home to around 100 syndicate members, compares with a 2.5 billion pound profit in 2019.</p><p>Lloyd’s expects to pay out 3.4 billion pounds in 2020 COVID-19 claims net of reinsurance, with Carnegie-Brown saying many of those payments would be related to the cancellation of major events such as the Wimbledon tennis tournament. COVID-19-related payments will continue this year, he added.</p><p>But Lloyd’s said premium rates had risen 10.8% last year and rate rises had continued into 2021. Insurers typically increase rates after experiencing large losses.</p><p>After several closures due to the pandemic, the Lloyd’s underwriting floor will reopen on May 17. Carnegie-Brown said surveys showed most market employees expect to return to the office “three-plus days a week”.</p>","source":"ltzww","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>Lloyd's of London sees 'large loss' due to Suez Canal blockage</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\">\nLloyd's of London sees 'large loss' due to Suez Canal blockage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 16:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-lloyd-s-of-london-results/lloyds-of-london-sees-large-loss-due-to-suez-canal-blockage-idUSKBN2BN0MF><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) -The blockage of the Suez Canal for nearly a week will result in a “large loss” for Lloyd’s of London, its chairman said on Wednesday, as the insurance market recorded a 900 million ...</p>\n\n<a href=\"https://www.reuters.com/article/us-lloyd-s-of-london-results/lloyds-of-london-sees-large-loss-due-to-suez-canal-blockage-idUSKBN2BN0MF\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5650be7bf6f51da70cd1ab2ce3d61e8","relate_stocks":{"0RCG.UK":"HAPAG LLOYD ORD"},"source_url":"https://www.reuters.com/article/us-lloyd-s-of-london-results/lloyds-of-london-sees-large-loss-due-to-suez-canal-blockage-idUSKBN2BN0MF","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125307543","content_text":"LONDON (Reuters) -The blockage of the Suez Canal for nearly a week will result in a “large loss” for Lloyd’s of London, its chairman said on Wednesday, as the insurance market recorded a 900 million pound ($1.2 billion) pretax loss in 2020 due to the COVID-19 pandemic.The Canal is working to clear the backlog after the refloating this week of a stranded giant container ship. The blockage threw global supply chains into disarray.Bruce Carnegie-Brown told Reuters it was too early to estimate the exact loss, but “it’s clearly going to be a large loss, not just for the vessel but for all of the other vessels that were trapped and unable to get through”.He added this could mean a loss for Lloyd’s of around $100 million or more.Liability insurance claims for ships and cargo impacted by the delay are expected to fall initially to the container ship Ever Given’s liability insurer, UK P&I Club. But UK P&I Club will also use reinsurance, some of it in the Lloyd’s market, industry sources say.Carnegie-Brown said Lloyd’s may be on the hook for around 5-10% of the total reinsurance claims.Fitch Ratings said this week that global reinsurers were likely to face hundreds of millions of euros of claims due to the incident.The 2020 loss for the 330-year-old Lloyd’s market, home to around 100 syndicate members, compares with a 2.5 billion pound profit in 2019.Lloyd’s expects to pay out 3.4 billion pounds in 2020 COVID-19 claims net of reinsurance, with Carnegie-Brown saying many of those payments would be related to the cancellation of major events such as the Wimbledon tennis tournament. COVID-19-related payments will continue this year, he added.But Lloyd’s said premium rates had risen 10.8% last year and rate rises had continued into 2021. Insurers typically increase rates after experiencing large losses.After several closures due to the pandemic, the Lloyd’s underwriting floor will reopen on May 17. Carnegie-Brown said surveys showed most market employees expect to return to the office “three-plus days a week”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354267999,"gmtCreate":1617179874511,"gmtModify":1634522236189,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354267999","repostId":"1147019958","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358149604,"gmtCreate":1616675857408,"gmtModify":1634524620142,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358149604","repostId":"1106730734","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358149305,"gmtCreate":1616675837607,"gmtModify":1634524620464,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Is it a competitive clause","listText":"Is it a competitive clause","text":"Is it a competitive clause","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358149305","repostId":"2122241447","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358157792,"gmtCreate":1616675796816,"gmtModify":1634524621068,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"What will drive up the EV market","listText":"What will drive up the EV market","text":"What will drive up the EV market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358157792","repostId":"1167131291","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327368422,"gmtCreate":1616060610066,"gmtModify":1703497035481,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Fast game&nbsp;","listText":"Fast game&nbsp;","text":"Fast game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327368422","repostId":"1102384412","repostType":4,"repost":{"id":"1102384412","kind":"news","pubTimestamp":1616057894,"share":"https://www.laohu8.com/m/news/1102384412?lang=&edition=full","pubTime":"2021-03-18 16:58","market":"sg","language":"en","title":"ByteDance on hiring spree in Singapore, says FT","url":"https://stock-news.laohu8.com/highlight/detail?id=1102384412","media":"Businesstimes","summary":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city sta","content":"<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>ByteDance on hiring spree in Singapore, says FT</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\">\nByteDance on hiring spree in Singapore, says FT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 16:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102384412","content_text":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is hiring hundreds of engineers and senior management positions in Singapore for TikTok, its enterprise software business Lark and other products.\nByteDance moved into bigger premises in Singapore last year, taking up three floors at One Raffles Quay.\nThe firm has not confirmed which international office would be its global hub outside China, but a lawyer who helped advise ByteDance on its new Singapore office space said it \"had all the hallmarks of a global hub\", said the report. He added: \"ByteDance seems to be spending more on this office than any other outside of China.\"\nThe company's expansion into Singapore comes amid setbacks in India, the US and Britain, where it has been blocked or accused of breaching privacy regulations.\n\"I think they are hedging their bets, given the rapidly evolving regulatory environment,\" said a Singapore-based consultant.\nThe Singapore hiring spree will also support ByteDance's push into South-east Asia, the report said.\nThe company has created an education portal to test out a seller marketplace in Indonesia, the region's biggest e-commerce market.\nWithin the South-east Asia market, Singapore is seen as \"neutral\" ground that is viewed more favourably by regulators, said Jayanth Kolla, technology analyst at Bengaluru-based consultancy Convergence Catalyst.\n\"Singapore is increasingly becoming, for all practical purposes, the official South Asia and South-east Asia hub,\" he added. \"The government has been accommodating and is jumping on the opportunity.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320995826,"gmtCreate":1614996928765,"gmtModify":1703484070773,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Moving forward&nbsp;","listText":"Moving forward&nbsp;","text":"Moving forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320995826","repostId":"2117638341","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320992895,"gmtCreate":1614996895317,"gmtModify":1703484069727,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"What","listText":"What","text":"What","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320992895","repostId":"2117918638","repostType":4,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320996467,"gmtCreate":1614996861859,"gmtModify":1703484068684,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/320996467","repostId":"1197835540","repostType":4,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368689496,"gmtCreate":1614317790015,"gmtModify":1703476280619,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/368689496","repostId":"1168093489","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363576798,"gmtCreate":1614159682514,"gmtModify":1634550949242,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/363576798","repostId":"1159016557","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363051911,"gmtCreate":1614085760533,"gmtModify":1634551241006,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/363051911","repostId":"1144952945","repostType":4,"repost":{"id":"1144952945","kind":"news","pubTimestamp":1614072310,"share":"https://www.laohu8.com/m/news/1144952945?lang=&edition=full","pubTime":"2021-02-23 17:25","market":"us","language":"en","title":"Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1144952945","media":"Barrons","summary":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at ","content":"<p>Airbnb&nbsp;will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.</p>\n<p>Airbnb stock (ticker: ABNB) went public&nbsp;Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).</p>\n<p>The Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.</p>\n<p>Loop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.</p>\n<p>Sanderson notes that bookings growth for&nbsp;Expedia’s Vrbo unit&nbsp;improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with&nbsp;Uber rideshare bookings&nbsp;over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”</p>\n<p>He does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.</p>\n<p>“Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”</p>\n<p>On Monday, Airbnb shares are fell&nbsp;2.9%&nbsp;to $195.34.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.</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\">\nAirbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.\nAirbnb stock (ticker: ABNB) went public Dec. 10 at $68 a ...</p>\n\n<a href=\"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144952945","content_text":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.\nAirbnb stock (ticker: ABNB) went public Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).\nThe Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.\nLoop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.\nSanderson notes that bookings growth for Expedia’s Vrbo unit improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with Uber rideshare bookings over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”\nHe does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.\n“Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”\nOn Monday, Airbnb shares are fell 2.9% to $195.34.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363053247,"gmtCreate":1614085717489,"gmtModify":1634551241126,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363053247","repostId":"1181552401","repostType":4,"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363053109,"gmtCreate":1614085684401,"gmtModify":1634551241488,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Cuz of the man","listText":"Cuz of the man","text":"Cuz of the man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363053109","repostId":"1178144401","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369277684,"gmtCreate":1614054030948,"gmtModify":1634551378453,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369277684","repostId":"1105400565","repostType":4,"repost":{"id":"1105400565","kind":"news","pubTimestamp":1614050319,"share":"https://www.laohu8.com/m/news/1105400565?lang=&edition=full","pubTime":"2021-02-23 11:18","market":"us","language":"en","title":"If Inflation Is Coming, These Stocks Will Benefit the Most","url":"https://stock-news.laohu8.com/highlight/detail?id=1105400565","media":"Barrons","summary":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher","content":"<p>Investors have been&nbsp;eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.</p>\n<p>Inflation expectations have risen robustly in the past several months. According to data from the St. Louis Federal Reserve, investors currently expect inflation to run at above 2% for the next 10 years. With inflation expectations up, the 10-year Treasury yield has risen to 1.37% from 0.67% since Sept. 23, the beginning of a rally in riskier assets that benefit from a strengthening economy.Expectations for trillions of dollars of fiscal stimulusand further economic reopening spurredby the vaccine rolloutare driving the market movements.</p>\n<p>The higher inflation forecast is causing some anxiety for stock investors, though.Momentary spikes in long-term Treasury yields pressure equity valuations&nbsp;A higher risk-free rate of return makes stocks less attractive. But inflation often reflects strong economic demand, which provides a&nbsp;major boost to near-term earnings.</p>\n<p>If the economy begins a fresh expansion, these dynamics favor cyclical and more economically-sensitive stocks. Financials, energy and industrial sectors would benefit the most. For banks, loans are more profitable when long-term rates are higher. Demand for oil and other energy sources increases during expansionary times because manufacturers and consumers consumer more during these times. Industrials typically increase production to supply projects tied to business and consumer spending during times of expansion.</p>\n<p>According to data from Evercore strategists, the financial sector sees the highest degree of outperformance against the S&amp;P 500 when long-term yields rise. The energy sector is the second-best performer and industrials are the third-best. The sectors least correlated with higher interest rates are defensive ones, or those which have revenues and earnings that are less influenced by economic demand. Utilities and consumer staples, for example, don’t perform as well during inflationary times.</p>\n<p>Indeed, the&nbsp;SPDR S&amp;P Bank ETF(ticker: KBE) is up 71% since Sept. 23, trouncing the&nbsp;S&amp;P 500’s&nbsp;21% gain. Mid-September marks the beginning of a fresh rally in riskier assets like stocks and move higher in inflation expectation. The&nbsp;Energy Select Sector SPDR ETF(XLE) is up 53% since then, with the&nbsp;Industrial Select Sector SPDR ETF(XLI) exhibiting a move in-line with the broader index. Four of the top 10 holdings in the industrials fund—Honeywell(HON),Raytheon Technologies(RTX),Lockheed Martin(LMT) and&nbsp;3M(MMM)—have heavy exposure to the rather defensive areas of aerospace and defense and medical products, which may weigh on the fund’s performance. But the highly cyclical industrial stock&nbsp;Boeing(BA), for example, has beaten the S&amp;P 500 by nearly twice as much since mid-September.</p>\n<p>Analysts expect stocks in all of these sectors&nbsp;to see continued earnings momentum through 2022. But industrials and energy stocks trade at substantial valuation premiums to the S&amp;P 500, according to FactSet data.Smaller capitalization value stocks aren’t trading at those exorbitant valuations&nbsp;and might be a better way to play the inflation trade.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If Inflation Is Coming, These Stocks Will Benefit the Most</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\">\nIf Inflation Is Coming, These Stocks Will Benefit the Most\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data...</p>\n\n<a href=\"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLI":"工业指数ETF-SPDR",".DJI":"道琼斯","RTX":"雷神技术公司","XLE":"SPDR能源指数ETF",".IXIC":"NASDAQ Composite","MMM":"3M","LMT":"洛克希德马丁",".SPX":"S&P 500 Index","KBE":"银行指数ETF-SPDR KBW","BA":"波音"},"source_url":"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105400565","content_text":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data from the St. Louis Federal Reserve, investors currently expect inflation to run at above 2% for the next 10 years. With inflation expectations up, the 10-year Treasury yield has risen to 1.37% from 0.67% since Sept. 23, the beginning of a rally in riskier assets that benefit from a strengthening economy.Expectations for trillions of dollars of fiscal stimulusand further economic reopening spurredby the vaccine rolloutare driving the market movements.\nThe higher inflation forecast is causing some anxiety for stock investors, though.Momentary spikes in long-term Treasury yields pressure equity valuations A higher risk-free rate of return makes stocks less attractive. But inflation often reflects strong economic demand, which provides a major boost to near-term earnings.\nIf the economy begins a fresh expansion, these dynamics favor cyclical and more economically-sensitive stocks. Financials, energy and industrial sectors would benefit the most. For banks, loans are more profitable when long-term rates are higher. Demand for oil and other energy sources increases during expansionary times because manufacturers and consumers consumer more during these times. Industrials typically increase production to supply projects tied to business and consumer spending during times of expansion.\nAccording to data from Evercore strategists, the financial sector sees the highest degree of outperformance against the S&P 500 when long-term yields rise. The energy sector is the second-best performer and industrials are the third-best. The sectors least correlated with higher interest rates are defensive ones, or those which have revenues and earnings that are less influenced by economic demand. Utilities and consumer staples, for example, don’t perform as well during inflationary times.\nIndeed, the SPDR S&P Bank ETF(ticker: KBE) is up 71% since Sept. 23, trouncing the S&P 500’s 21% gain. Mid-September marks the beginning of a fresh rally in riskier assets like stocks and move higher in inflation expectation. The Energy Select Sector SPDR ETF(XLE) is up 53% since then, with the Industrial Select Sector SPDR ETF(XLI) exhibiting a move in-line with the broader index. Four of the top 10 holdings in the industrials fund—Honeywell(HON),Raytheon Technologies(RTX),Lockheed Martin(LMT) and 3M(MMM)—have heavy exposure to the rather defensive areas of aerospace and defense and medical products, which may weigh on the fund’s performance. But the highly cyclical industrial stock Boeing(BA), for example, has beaten the S&P 500 by nearly twice as much since mid-September.\nAnalysts expect stocks in all of these sectors to see continued earnings momentum through 2022. But industrials and energy stocks trade at substantial valuation premiums to the S&P 500, according to FactSet data.Smaller capitalization value stocks aren’t trading at those exorbitant valuations and might be a better way to play the inflation trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369916809,"gmtCreate":1613996886801,"gmtModify":1634551608442,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/369916809","repostId":"2113871414","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382113299,"gmtCreate":1613382174111,"gmtModify":1634553798803,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Like for like","listText":"Like for like","text":"Like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/382113299","repostId":"2110026963","repostType":4,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382118455,"gmtCreate":1613382673077,"gmtModify":1634553796998,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Thx for insights","listText":"Thx for insights","text":"Thx for insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/382118455","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387704587,"gmtCreate":1613783370549,"gmtModify":1634552262320,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"It’s getting crowded in here","listText":"It’s getting crowded in here","text":"It’s getting crowded in here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387704587","repostId":"1161529893","repostType":4,"repost":{"id":"1161529893","kind":"news","pubTimestamp":1613733842,"share":"https://www.laohu8.com/m/news/1161529893?lang=&edition=full","pubTime":"2021-02-19 19:24","market":"us","language":"en","title":"Goldman Sachs is joining the robo-investing party — should you?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161529893","media":"Marketwatch","summary":"‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.Robo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.Now anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by so","content":"<blockquote>\n ‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n</blockquote>\n<p>Robo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.</p>\n<p>Now anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by some of Goldman Sachs’ wealthiest clients for a 0.35% annual advisory fee. But investing experts say there are more costs to consider before jumping on the robo-investing train.</p>\n<p>“Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.</p>\n<p>Although the 35 basis-point price tag is a “loss leader” to Goldman Sachs, he said companies typically make such offers in order to attract clients to cross-sell them banking products.</p>\n<p>“People forget that banks are ultimately in the business of making money,” he said.</p>\n<p>Goldman Sachs declined to comment.</p>\n<p>The company is among other major financial-services firms offering digital advisers, including Vanguard, Fidelity and Schwab SCHW, +1.03% and startups such as Betterment and Wealthfront.</p>\n<p>Fees for robo advisers can start at around 0.25%, and increase to 1% and above for traditional brokers. A survey of nearly 1,000 financial planners by Inside Information, a trade publication, found that the bigger the portfolio, the lower the percentage clients paid in fees.</p>\n<p>The median annual charge hovered at around 1% for portfolios of $1 million or less, and 0.5% for portfolios worth $5 million to $10 million.</p>\n<p>Robo advisers like those on offer from Goldman Sachs and Betterment differ from robo platforms like Robinhood. The former suggest portfolios focused on exchange-traded funds, while Robinhood allows users to invest in individual ETFs, stocks, options and even cryptocurrencies.</p>\n<p><b>Robo investing as a self-driving car</b></p>\n<p>Consumers have turned to robo-investing at unprecedented levels during the pandemic.</p>\n<p>The rate of new accounts opened jumped between 50% and 300% during the first quarter of 2020 compared to the fourth quarter of last year, according to a May report published by research and advisory firm Aite Group.</p>\n<p>So what is rob-investing? Think of it like a self-driving car.</p>\n<p>You put in your destination, buckle up in the backseat and your driver (robo adviser) will get there. You, the passenger, can’t easily slam the breaks if you fear your driver is leading you in the wrong direction. Nor can you put your foot on the gas pedal if you’re in a rush and want to get to your destination faster.</p>\n<p>Robo-investing platforms use advanced-trading algorithm software to design investment portfolios based on factors such as an individual’s appetite for risk-taking and desired short-term and long-term returns.</p>\n<p>There are over 200 platforms that provide these services charging typically no more than a 0.5% annual advisory fee, compared to the 1% annual fee human investment advisors charge.</p>\n<p>And rather than investing entirely on your own, which can become a second job and lead to emotional investment decisions, robo advisers handle buying and selling assets.</p>\n<p>Cynthia Loh, Schwab vice president of Digital Advice and Innovation, disagrees, and argues that robo investing doesn’t mean giving technology control of your money. Schwab, she said, has a team of investment experts who oversee investment strategy and keep watch during periods of market volatility, although some services have more input from humans than others.</p>\n<p>As she recently wrote on MarketWatch: “One common misconception about automated investing is that choosing a robo adviser essentially means handing control of your money over to robots. The truth is that robo solutions have a combination of automated and human components running things behind the scenes.”</p>\n<p><b>Robos appeal to inexperienced investors</b></p>\n<p>Robo investing tends to appeal to inexperienced investors or ones who don’t have the time or energy to manage their own portfolios. These investors can take comfort in the “set it and forget it approach to investing and overtime let the markets do their thing,” Barse said.</p>\n<p>That makes it much easier to stomach market volatility knowing that you don’t necessarily have to make spur-of-the-moment decisions to buy or sell assets, said Tiffany Lam-Balfour, an investing and retirement specialist at NerdWallet.</p>\n<p>“When you’re investing, you don’t want to keep looking at the market and going ‘Oh I need to get out of this,’” she said. “You want to leave it to the professionals to get you through it because they know what your time horizon is, and they’ll adjust your portfolio automatically for you.”</p>\n<p>That said, “you can’t just expect your investments will only go up. Even if you had the world’s best human financial adviser you can’t expect that.”</p>\n<p>Others disagree, and say robo advisers appeal to older investors. “Planning for and paying yourself in retirement is complex. There are many options out there to help investors through it, and robo investing is one of them,” Loh said.</p>\n<p>“Many thoughtful, long-term investors have discovered that they want a more modern, streamlined, and inexpensive way to invest, and robo investing fits the bill. They are happy to let technology handle the mundane activities that are harder and more time-consuming for investors to do themselves,” she added.</p>\n<p><b>There is often no door to knock on</b></p>\n<p>Your robo adviser only knows what you tell it. The simplistic questionnaire you’re required to fill out will on most robo-investing platforms will collect information on your annual income, desired age to retire and the level of risk you’re willing to take on.</p>\n<p>It won’t however know if you just had a child and would like to begin saving for their education down the road or if you recently lost your job.</p>\n<p>“The question then becomes to whom does that person go to for advice and does that platform offer that and if so, to what level of complexity?” said Barse.</p>\n<p>Not all platforms give individualized investment advice and the hybrid models that do offer advice from a human tend to charge higher annual fees.</p>\n<p>Additionally, a robo adviser won’t necessarily “manage your money with tax efficiency at front of mind,” said Roger Ma, a certified financial planner at Lifelaidout, a New York City-based financial advisory group.</p>\n<p>For instance, one common way investors offset the taxes they pay on long-term investments is by selling assets that have accrued losses. Traditional advisers often specialize in constructing portfolios that lead to the most tax-efficient outcomes, said Ma, who is the author of “Work Your Money, Not Your Life”.</p>\n<p>But with robo investing, the trades that are made for you are the same ones that are being made for a slew of other investors who may fall under a different tax-bracket than you.</p>\n<p>On top of that, while robo investing may feel like a simplistic way to get into investing, especially for beginners it can “overcomplicate investing,” Ma said.</p>\n<p>“If you are just looking to dip your toe in and you want to feel like you’re invested in a diversified portfolio, I wouldn’t say definitely don’t do a robo adviser,” he said.</p>\n<p>Don’t rule out investing through a target-date fund that selects a single fund to invest in and adjusts the position over time based on their investment goals, he added.</p>\n<p>But not everyone can tell the difference between robo advice and advice from a human being. In 2015, MarketWatch asked four prominent robo advisers and four of the traditional, flesh-and-blood variety to construct portfolios for a hypothetical 35-year-old investor with $40,000 to invest.</p>\n<p>The results were, perhaps, surprising for critics of robo advisers. The robots’ suggestions were “not massively different” from what the human advisers proposed, said Michael Kitces, Pinnacle Advisory Group’s research director, after reviewing the results.</p>\n<p></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>Goldman Sachs is joining the robo-investing party — should you?</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\">\nGoldman Sachs is joining the robo-investing party — should you?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?mod=home-page><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n\nRobo investing has become ...</p>\n\n<a href=\"https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?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":{},"source_url":"https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161529893","content_text":"‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n\nRobo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.\nNow anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by some of Goldman Sachs’ wealthiest clients for a 0.35% annual advisory fee. But investing experts say there are more costs to consider before jumping on the robo-investing train.\n“Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\nAlthough the 35 basis-point price tag is a “loss leader” to Goldman Sachs, he said companies typically make such offers in order to attract clients to cross-sell them banking products.\n“People forget that banks are ultimately in the business of making money,” he said.\nGoldman Sachs declined to comment.\nThe company is among other major financial-services firms offering digital advisers, including Vanguard, Fidelity and Schwab SCHW, +1.03% and startups such as Betterment and Wealthfront.\nFees for robo advisers can start at around 0.25%, and increase to 1% and above for traditional brokers. A survey of nearly 1,000 financial planners by Inside Information, a trade publication, found that the bigger the portfolio, the lower the percentage clients paid in fees.\nThe median annual charge hovered at around 1% for portfolios of $1 million or less, and 0.5% for portfolios worth $5 million to $10 million.\nRobo advisers like those on offer from Goldman Sachs and Betterment differ from robo platforms like Robinhood. The former suggest portfolios focused on exchange-traded funds, while Robinhood allows users to invest in individual ETFs, stocks, options and even cryptocurrencies.\nRobo investing as a self-driving car\nConsumers have turned to robo-investing at unprecedented levels during the pandemic.\nThe rate of new accounts opened jumped between 50% and 300% during the first quarter of 2020 compared to the fourth quarter of last year, according to a May report published by research and advisory firm Aite Group.\nSo what is rob-investing? Think of it like a self-driving car.\nYou put in your destination, buckle up in the backseat and your driver (robo adviser) will get there. You, the passenger, can’t easily slam the breaks if you fear your driver is leading you in the wrong direction. Nor can you put your foot on the gas pedal if you’re in a rush and want to get to your destination faster.\nRobo-investing platforms use advanced-trading algorithm software to design investment portfolios based on factors such as an individual’s appetite for risk-taking and desired short-term and long-term returns.\nThere are over 200 platforms that provide these services charging typically no more than a 0.5% annual advisory fee, compared to the 1% annual fee human investment advisors charge.\nAnd rather than investing entirely on your own, which can become a second job and lead to emotional investment decisions, robo advisers handle buying and selling assets.\nCynthia Loh, Schwab vice president of Digital Advice and Innovation, disagrees, and argues that robo investing doesn’t mean giving technology control of your money. Schwab, she said, has a team of investment experts who oversee investment strategy and keep watch during periods of market volatility, although some services have more input from humans than others.\nAs she recently wrote on MarketWatch: “One common misconception about automated investing is that choosing a robo adviser essentially means handing control of your money over to robots. The truth is that robo solutions have a combination of automated and human components running things behind the scenes.”\nRobos appeal to inexperienced investors\nRobo investing tends to appeal to inexperienced investors or ones who don’t have the time or energy to manage their own portfolios. These investors can take comfort in the “set it and forget it approach to investing and overtime let the markets do their thing,” Barse said.\nThat makes it much easier to stomach market volatility knowing that you don’t necessarily have to make spur-of-the-moment decisions to buy or sell assets, said Tiffany Lam-Balfour, an investing and retirement specialist at NerdWallet.\n“When you’re investing, you don’t want to keep looking at the market and going ‘Oh I need to get out of this,’” she said. “You want to leave it to the professionals to get you through it because they know what your time horizon is, and they’ll adjust your portfolio automatically for you.”\nThat said, “you can’t just expect your investments will only go up. Even if you had the world’s best human financial adviser you can’t expect that.”\nOthers disagree, and say robo advisers appeal to older investors. “Planning for and paying yourself in retirement is complex. There are many options out there to help investors through it, and robo investing is one of them,” Loh said.\n“Many thoughtful, long-term investors have discovered that they want a more modern, streamlined, and inexpensive way to invest, and robo investing fits the bill. They are happy to let technology handle the mundane activities that are harder and more time-consuming for investors to do themselves,” she added.\nThere is often no door to knock on\nYour robo adviser only knows what you tell it. The simplistic questionnaire you’re required to fill out will on most robo-investing platforms will collect information on your annual income, desired age to retire and the level of risk you’re willing to take on.\nIt won’t however know if you just had a child and would like to begin saving for their education down the road or if you recently lost your job.\n“The question then becomes to whom does that person go to for advice and does that platform offer that and if so, to what level of complexity?” said Barse.\nNot all platforms give individualized investment advice and the hybrid models that do offer advice from a human tend to charge higher annual fees.\nAdditionally, a robo adviser won’t necessarily “manage your money with tax efficiency at front of mind,” said Roger Ma, a certified financial planner at Lifelaidout, a New York City-based financial advisory group.\nFor instance, one common way investors offset the taxes they pay on long-term investments is by selling assets that have accrued losses. Traditional advisers often specialize in constructing portfolios that lead to the most tax-efficient outcomes, said Ma, who is the author of “Work Your Money, Not Your Life”.\nBut with robo investing, the trades that are made for you are the same ones that are being made for a slew of other investors who may fall under a different tax-bracket than you.\nOn top of that, while robo investing may feel like a simplistic way to get into investing, especially for beginners it can “overcomplicate investing,” Ma said.\n“If you are just looking to dip your toe in and you want to feel like you’re invested in a diversified portfolio, I wouldn’t say definitely don’t do a robo adviser,” he said.\nDon’t rule out investing through a target-date fund that selects a single fund to invest in and adjusts the position over time based on their investment goals, he added.\nBut not everyone can tell the difference between robo advice and advice from a human being. In 2015, MarketWatch asked four prominent robo advisers and four of the traditional, flesh-and-blood variety to construct portfolios for a hypothetical 35-year-old investor with $40,000 to invest.\nThe results were, perhaps, surprising for critics of robo advisers. The robots’ suggestions were “not massively different” from what the human advisers proposed, said Michael Kitces, Pinnacle Advisory Group’s research director, after reviewing the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348407645,"gmtCreate":1617948433687,"gmtModify":1634295576197,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Will it rise","listText":"Will it rise","text":"Will it rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348407645","repostId":"1139015410","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354220948,"gmtCreate":1617179952184,"gmtModify":1634522235509,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Wow, online education","listText":"Wow, online education","text":"Wow, online education","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354220948","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363053247,"gmtCreate":1614085717489,"gmtModify":1634551241126,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363053247","repostId":"1181552401","repostType":4,"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348521347,"gmtCreate":1617943559889,"gmtModify":1634295604295,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Boom","listText":"Boom","text":"Boom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348521347","repostId":"1147517160","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354267802,"gmtCreate":1617179913006,"gmtModify":1634522236070,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354267802","repostId":"1125307543","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369277684,"gmtCreate":1614054030948,"gmtModify":1634551378453,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369277684","repostId":"1105400565","repostType":4,"repost":{"id":"1105400565","kind":"news","pubTimestamp":1614050319,"share":"https://www.laohu8.com/m/news/1105400565?lang=&edition=full","pubTime":"2021-02-23 11:18","market":"us","language":"en","title":"If Inflation Is Coming, These Stocks Will Benefit the Most","url":"https://stock-news.laohu8.com/highlight/detail?id=1105400565","media":"Barrons","summary":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher","content":"<p>Investors have been&nbsp;eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.</p>\n<p>Inflation expectations have risen robustly in the past several months. According to data from the St. Louis Federal Reserve, investors currently expect inflation to run at above 2% for the next 10 years. With inflation expectations up, the 10-year Treasury yield has risen to 1.37% from 0.67% since Sept. 23, the beginning of a rally in riskier assets that benefit from a strengthening economy.Expectations for trillions of dollars of fiscal stimulusand further economic reopening spurredby the vaccine rolloutare driving the market movements.</p>\n<p>The higher inflation forecast is causing some anxiety for stock investors, though.Momentary spikes in long-term Treasury yields pressure equity valuations&nbsp;A higher risk-free rate of return makes stocks less attractive. But inflation often reflects strong economic demand, which provides a&nbsp;major boost to near-term earnings.</p>\n<p>If the economy begins a fresh expansion, these dynamics favor cyclical and more economically-sensitive stocks. Financials, energy and industrial sectors would benefit the most. For banks, loans are more profitable when long-term rates are higher. Demand for oil and other energy sources increases during expansionary times because manufacturers and consumers consumer more during these times. Industrials typically increase production to supply projects tied to business and consumer spending during times of expansion.</p>\n<p>According to data from Evercore strategists, the financial sector sees the highest degree of outperformance against the S&amp;P 500 when long-term yields rise. The energy sector is the second-best performer and industrials are the third-best. The sectors least correlated with higher interest rates are defensive ones, or those which have revenues and earnings that are less influenced by economic demand. Utilities and consumer staples, for example, don’t perform as well during inflationary times.</p>\n<p>Indeed, the&nbsp;SPDR S&amp;P Bank ETF(ticker: KBE) is up 71% since Sept. 23, trouncing the&nbsp;S&amp;P 500’s&nbsp;21% gain. Mid-September marks the beginning of a fresh rally in riskier assets like stocks and move higher in inflation expectation. The&nbsp;Energy Select Sector SPDR ETF(XLE) is up 53% since then, with the&nbsp;Industrial Select Sector SPDR ETF(XLI) exhibiting a move in-line with the broader index. Four of the top 10 holdings in the industrials fund—Honeywell(HON),Raytheon Technologies(RTX),Lockheed Martin(LMT) and&nbsp;3M(MMM)—have heavy exposure to the rather defensive areas of aerospace and defense and medical products, which may weigh on the fund’s performance. But the highly cyclical industrial stock&nbsp;Boeing(BA), for example, has beaten the S&amp;P 500 by nearly twice as much since mid-September.</p>\n<p>Analysts expect stocks in all of these sectors&nbsp;to see continued earnings momentum through 2022. But industrials and energy stocks trade at substantial valuation premiums to the S&amp;P 500, according to FactSet data.Smaller capitalization value stocks aren’t trading at those exorbitant valuations&nbsp;and might be a better way to play the inflation trade.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If Inflation Is Coming, These Stocks Will Benefit the Most</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\">\nIf Inflation Is Coming, These Stocks Will Benefit the Most\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data...</p>\n\n<a href=\"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLI":"工业指数ETF-SPDR",".DJI":"道琼斯","RTX":"雷神技术公司","XLE":"SPDR能源指数ETF",".IXIC":"NASDAQ Composite","MMM":"3M","LMT":"洛克希德马丁",".SPX":"S&P 500 Index","KBE":"银行指数ETF-SPDR KBW","BA":"波音"},"source_url":"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105400565","content_text":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data from the St. Louis Federal Reserve, investors currently expect inflation to run at above 2% for the next 10 years. With inflation expectations up, the 10-year Treasury yield has risen to 1.37% from 0.67% since Sept. 23, the beginning of a rally in riskier assets that benefit from a strengthening economy.Expectations for trillions of dollars of fiscal stimulusand further economic reopening spurredby the vaccine rolloutare driving the market movements.\nThe higher inflation forecast is causing some anxiety for stock investors, though.Momentary spikes in long-term Treasury yields pressure equity valuations A higher risk-free rate of return makes stocks less attractive. But inflation often reflects strong economic demand, which provides a major boost to near-term earnings.\nIf the economy begins a fresh expansion, these dynamics favor cyclical and more economically-sensitive stocks. Financials, energy and industrial sectors would benefit the most. For banks, loans are more profitable when long-term rates are higher. Demand for oil and other energy sources increases during expansionary times because manufacturers and consumers consumer more during these times. Industrials typically increase production to supply projects tied to business and consumer spending during times of expansion.\nAccording to data from Evercore strategists, the financial sector sees the highest degree of outperformance against the S&P 500 when long-term yields rise. The energy sector is the second-best performer and industrials are the third-best. The sectors least correlated with higher interest rates are defensive ones, or those which have revenues and earnings that are less influenced by economic demand. Utilities and consumer staples, for example, don’t perform as well during inflationary times.\nIndeed, the SPDR S&P Bank ETF(ticker: KBE) is up 71% since Sept. 23, trouncing the S&P 500’s 21% gain. Mid-September marks the beginning of a fresh rally in riskier assets like stocks and move higher in inflation expectation. The Energy Select Sector SPDR ETF(XLE) is up 53% since then, with the Industrial Select Sector SPDR ETF(XLI) exhibiting a move in-line with the broader index. Four of the top 10 holdings in the industrials fund—Honeywell(HON),Raytheon Technologies(RTX),Lockheed Martin(LMT) and 3M(MMM)—have heavy exposure to the rather defensive areas of aerospace and defense and medical products, which may weigh on the fund’s performance. But the highly cyclical industrial stock Boeing(BA), for example, has beaten the S&P 500 by nearly twice as much since mid-September.\nAnalysts expect stocks in all of these sectors to see continued earnings momentum through 2022. But industrials and energy stocks trade at substantial valuation premiums to the S&P 500, according to FactSet data.Smaller capitalization value stocks aren’t trading at those exorbitant valuations and might be a better way to play the inflation trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369918127,"gmtCreate":1613996837669,"gmtModify":1634551609003,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Wow it’s the opposite effect","listText":"Wow it’s the opposite effect","text":"Wow it’s the opposite effect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369918127","repostId":"1106666176","repostType":4,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348407269,"gmtCreate":1617948455951,"gmtModify":1634295576077,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348407269","repostId":"2126088261","repostType":4,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354267999,"gmtCreate":1617179874511,"gmtModify":1634522236189,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354267999","repostId":"1147019958","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358149305,"gmtCreate":1616675837607,"gmtModify":1634524620464,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Is it a competitive clause","listText":"Is it a competitive clause","text":"Is it a competitive clause","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358149305","repostId":"2122241447","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320992895,"gmtCreate":1614996895317,"gmtModify":1703484069727,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"What","listText":"What","text":"What","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320992895","repostId":"2117918638","repostType":4,"repost":{"id":"2117918638","kind":"highlight","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":1614945941,"share":"https://www.laohu8.com/m/news/2117918638?lang=&edition=full","pubTime":"2021-03-05 20:05","market":"hk","language":"en","title":"Superior Industries Intl Q4 EPS $(1.16) Down From $0.62 YoY, Sales $337.70M Beat $313.99M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2117918638","media":"Benzinga","summary":"Superior Industries Intl (NYSE:SUP) reported quarterly losses of $(1.16) per share. This is a 287.1 percent decrease over earnings of $0.62 per share from the same period last year.  The company reported quarterly sales","content":"<p><a href=\"https://laohu8.com/S/SUP\">Superior</a>  Industries Intl reported quarterly losses of $(1.16) per share. This is a 287.1 percent decrease over earnings of $0.62 per share from the same period last year.  The company reported quarterly sales of $337.70 million which beat the analyst consensus estimate of $313.99 million by 7.55 percent.  This is a 236.20 percent increase over sales of $100.45 million the same period last year.</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>Superior Industries Intl Q4 EPS $(1.16) Down From $0.62 YoY, Sales $337.70M Beat $313.99M Estimate</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\">\nSuperior Industries Intl Q4 EPS $(1.16) Down From $0.62 YoY, Sales $337.70M Beat $313.99M Estimate\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\">2021-03-05 20:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SUP\">Superior</a>  Industries Intl reported quarterly losses of $(1.16) per share. This is a 287.1 percent decrease over earnings of $0.62 per share from the same period last year.  The company reported quarterly sales of $337.70 million which beat the analyst consensus estimate of $313.99 million by 7.55 percent.  This is a 236.20 percent increase over sales of $100.45 million the same period last year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SUP":"Superior Industries International"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117918638","content_text":"Superior  Industries Intl reported quarterly losses of $(1.16) per share. This is a 287.1 percent decrease over earnings of $0.62 per share from the same period last year.  The company reported quarterly sales of $337.70 million which beat the analyst consensus estimate of $313.99 million by 7.55 percent.  This is a 236.20 percent increase over sales of $100.45 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363053109,"gmtCreate":1614085684401,"gmtModify":1634551241488,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Cuz of the man","listText":"Cuz of the man","text":"Cuz of the man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363053109","repostId":"1178144401","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358149604,"gmtCreate":1616675857408,"gmtModify":1634524620142,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358149604","repostId":"1106730734","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358157792,"gmtCreate":1616675796816,"gmtModify":1634524621068,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"What will drive up the EV market","listText":"What will drive up the EV market","text":"What will drive up the EV market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358157792","repostId":"1167131291","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320995826,"gmtCreate":1614996928765,"gmtModify":1703484070773,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"themes":[],"htmlText":"Moving forward&nbsp;","listText":"Moving forward&nbsp;","text":"Moving forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320995826","repostId":"2117638341","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320996467,"gmtCreate":1614996861859,"gmtModify":1703484068684,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/320996467","repostId":"1197835540","repostType":4,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368689496,"gmtCreate":1614317790015,"gmtModify":1703476280619,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052661337683","authorIdStr":"3576052661337683"},"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/368689496","repostId":"1168093489","repostType":4,"repost":{"id":"1168093489","kind":"news","pubTimestamp":1614308367,"share":"https://www.laohu8.com/m/news/1168093489?lang=&edition=full","pubTime":"2021-02-26 10:59","market":"us","language":"en","title":"What to Watch for in Berkshire Hathaway’s Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1168093489","media":"Barrons","summary":"Berkshire Hathaway’s share repurchases will be a major investor focus when the company reports its f","content":"<p>Berkshire Hathaway’s share repurchases will be a major investor focus when the company reports its fourth-quarter earnings on Saturday in conjunction with CEO Warren Buffett’s eagerly awaited shareholder letter and the company’s annual report.</p>\n<p>Berkshire (ticker: BRK.B and BRK. A) stepped up its stock buybacks in the third quarter, cheering investors who wanted to see a signal from Buffett that the stock was inexpensive after badly trailing the S&amp;P 500 in 2019 and 2020 by a total of more than 40 percentage points.</p>\n<p>The fourth-quarter buybacks will offer a read on whether Buffett felt the stock remained cheap as it appreciated during the period. News of a sizable buyback could buoy investors and lift Berkshire shares next week.</p>\n<p>Berkshire’s class A shares finished 2020 at $348,000, up 10% from Sept. 30. The stock has rallied further in 2021, gaining 6.5%, to $371,200 and topping the S&amp;P 500’s 3.5% total return. Shares were down 1% on Thursday after hitting a record high of more than $377,000. The class B shares were 0.9% lower Thursday, at $246.26.</p>\n<p>Berkshire bought back a record $9 billion in the third quarter, or nearly 2% of its shares outstanding, up from $5 billion in the second quarter. For the first nine months of 2020, Berkshire repurchased $15.7 billion, more than the $5 billion in all of 2019.</p>\n<p>The company continued to repurchase stock during October, buying back more than $2 billion, based on data from the third-quarter 10-Q filing.</p>\n<p>It’s difficult to peg the fourth-quarter buybacks but a figure of about $7 billion wouldn’t be surprising.</p>\n<p>Buffett may address the stepped-up repurchase activity in his shareholder letter.In an article last week,<i>Barron’s</i>urged Berkshire to initiate a 2% dividend—it now pays nothing—and to provide greater financial disclosure about major divisions like Precision Castparts, a maker of aircraft parts that has been hard hit by the aerospace downturn.</p>\n<p>The CEO is price conscious and won’t pay any price for Berkshire shares. The good news for shareholders is that book value likely rose smartly in the fourth quarter, thanks to big gains in Berkshire’s $270 billion equity portfolio—appreciation could have approached $40 billion. Paper gains and losses in the equity portfolio are reflected in both book value and earnings.</p>\n<p>Apple(AAPL), the largest holding at nearly 900 million shares, rose by more than $15 billion in the fourth quarter, and other big investments appreciated, includingBank of America(BAC),Coca-Cola(KO), andAmerican Express(AXP).</p>\n<p>Book value is estimated to have ended 2020 at around $287,000 per class A share, according to Edward Jones analyst James Shanahan. That would be up about 9% from the Sept. 30 level of $264,000.</p>\n<p>Book value at the end of the current quarter could approach $295,000 per class A share, boosted by operating earnings of about $4,000 a class A share and some appreciation in the equity portfolio. Apple is down about 7% so far in 2021 to $124, which will weigh on overall gains in the portfolio.</p>\n<p>Berkshire stock now trades nearly 1.3 times projected March 31 book value—assuming no major changes in the stock market. That is below the average of 1.4 times book value in the past five years and is likely below by a comfortable margin what Buffett calls the company’s intrinsic value.</p>\n<p>It will be interesting to see whether Buffett has been willing to buy back much stock in the current quarter given the appreciation. Investors won’t find that out until May, when the company releases first-quarter earnings and its 10-Q for the period.</p>\n<p>Berkshire’s fourth-quarter operating earnings—excluding changes in the equity portfolio—are expected to be up about 25% in the period, to $3,368 a class A share and $2.25 a class B share.</p>\n<p>Berkshire stock has gotten a lift as investors anticipate solid growth in the company’s earnings this year, driven by a raft of economically sensitive businesses including the Burlington Northern Santa Fe railroad and a group of housing-related units, including Shaw Industries (carpet and flooring), Benjamin Moore (paints), and Clayton Homes, a big producer of manufactured housing.</p>\n<p>The overall earnings for the fourth quarter will likely be enormous because of paper gains in the stock portfolio that run through the income statement.</p>\n<p><i>Barron’s</i>&nbsp;has&nbsp;argued&nbsp;that Berkshirelooks appealing, thanks to its relatively low valuation and strong profit outlook.</p>\n<p>In the letter, Buffett may address what was a disappointing year for investment activity in 2020. Berkshire failed to make a major acquisition—continuing a multiyear period without one. And the company failed to capitalize on the stock-market turmoil in the spring to make big purchases. That’s despite Berkshire sitting on $146 billion in cash as of the end of third quarter.</p>\n<p>In fact, Berkshire was likely a net seller of around $9 billion worth of stocks last year, as it liquidated holdings inJPMorgan Chase(JPM) andGoldman Sachs Group(GS) at considerably below current prices and significantly cut its stake inWells Fargo(WFC).</p>\n<p>Buffett unloaded Berkshire’s airline investments near the market bottom in April for about $6 billion. Former holdingsSouthwest Airlines(LUV) andDelta Air Lines(DAL) have nearly doubled since then.</p>\n<p>Succession is also on the minds of investors, with Buffett having turned 90 in August.</p>\n<p><i>Barron’s</i>&nbsp;has argued that Buffett mightwant to give up the CEO jobto Berkshire senior executive Greg Abel while remaining chairman and overseeing the investment portfolio. Buffett has said little about succession in his recent annual letters so it would be notable if he does address the topic.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Watch for in Berkshire Hathaway’s Earnings Report</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\">\nWhat to Watch for in Berkshire Hathaway’s Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/what-to-watch-for-in-the-earnings-of-warren-buffetts-berkshire-hathaway-51614280771?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway’s share repurchases will be a major investor focus when the company reports its fourth-quarter earnings on Saturday in conjunction with CEO Warren Buffett’s eagerly awaited ...</p>\n\n<a href=\"https://www.barrons.com/articles/what-to-watch-for-in-the-earnings-of-warren-buffetts-berkshire-hathaway-51614280771?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/what-to-watch-for-in-the-earnings-of-warren-buffetts-berkshire-hathaway-51614280771?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168093489","content_text":"Berkshire Hathaway’s share repurchases will be a major investor focus when the company reports its fourth-quarter earnings on Saturday in conjunction with CEO Warren Buffett’s eagerly awaited shareholder letter and the company’s annual report.\nBerkshire (ticker: BRK.B and BRK. A) stepped up its stock buybacks in the third quarter, cheering investors who wanted to see a signal from Buffett that the stock was inexpensive after badly trailing the S&P 500 in 2019 and 2020 by a total of more than 40 percentage points.\nThe fourth-quarter buybacks will offer a read on whether Buffett felt the stock remained cheap as it appreciated during the period. News of a sizable buyback could buoy investors and lift Berkshire shares next week.\nBerkshire’s class A shares finished 2020 at $348,000, up 10% from Sept. 30. The stock has rallied further in 2021, gaining 6.5%, to $371,200 and topping the S&P 500’s 3.5% total return. Shares were down 1% on Thursday after hitting a record high of more than $377,000. The class B shares were 0.9% lower Thursday, at $246.26.\nBerkshire bought back a record $9 billion in the third quarter, or nearly 2% of its shares outstanding, up from $5 billion in the second quarter. For the first nine months of 2020, Berkshire repurchased $15.7 billion, more than the $5 billion in all of 2019.\nThe company continued to repurchase stock during October, buying back more than $2 billion, based on data from the third-quarter 10-Q filing.\nIt’s difficult to peg the fourth-quarter buybacks but a figure of about $7 billion wouldn’t be surprising.\nBuffett may address the stepped-up repurchase activity in his shareholder letter.In an article last week,Barron’surged Berkshire to initiate a 2% dividend—it now pays nothing—and to provide greater financial disclosure about major divisions like Precision Castparts, a maker of aircraft parts that has been hard hit by the aerospace downturn.\nThe CEO is price conscious and won’t pay any price for Berkshire shares. The good news for shareholders is that book value likely rose smartly in the fourth quarter, thanks to big gains in Berkshire’s $270 billion equity portfolio—appreciation could have approached $40 billion. Paper gains and losses in the equity portfolio are reflected in both book value and earnings.\nApple(AAPL), the largest holding at nearly 900 million shares, rose by more than $15 billion in the fourth quarter, and other big investments appreciated, includingBank of America(BAC),Coca-Cola(KO), andAmerican Express(AXP).\nBook value is estimated to have ended 2020 at around $287,000 per class A share, according to Edward Jones analyst James Shanahan. That would be up about 9% from the Sept. 30 level of $264,000.\nBook value at the end of the current quarter could approach $295,000 per class A share, boosted by operating earnings of about $4,000 a class A share and some appreciation in the equity portfolio. Apple is down about 7% so far in 2021 to $124, which will weigh on overall gains in the portfolio.\nBerkshire stock now trades nearly 1.3 times projected March 31 book value—assuming no major changes in the stock market. That is below the average of 1.4 times book value in the past five years and is likely below by a comfortable margin what Buffett calls the company’s intrinsic value.\nIt will be interesting to see whether Buffett has been willing to buy back much stock in the current quarter given the appreciation. Investors won’t find that out until May, when the company releases first-quarter earnings and its 10-Q for the period.\nBerkshire’s fourth-quarter operating earnings—excluding changes in the equity portfolio—are expected to be up about 25% in the period, to $3,368 a class A share and $2.25 a class B share.\nBerkshire stock has gotten a lift as investors anticipate solid growth in the company’s earnings this year, driven by a raft of economically sensitive businesses including the Burlington Northern Santa Fe railroad and a group of housing-related units, including Shaw Industries (carpet and flooring), Benjamin Moore (paints), and Clayton Homes, a big producer of manufactured housing.\nThe overall earnings for the fourth quarter will likely be enormous because of paper gains in the stock portfolio that run through the income statement.\nBarron’s has argued that Berkshirelooks appealing, thanks to its relatively low valuation and strong profit outlook.\nIn the letter, Buffett may address what was a disappointing year for investment activity in 2020. Berkshire failed to make a major acquisition—continuing a multiyear period without one. And the company failed to capitalize on the stock-market turmoil in the spring to make big purchases. That’s despite Berkshire sitting on $146 billion in cash as of the end of third quarter.\nIn fact, Berkshire was likely a net seller of around $9 billion worth of stocks last year, as it liquidated holdings inJPMorgan Chase(JPM) andGoldman Sachs Group(GS) at considerably below current prices and significantly cut its stake inWells Fargo(WFC).\nBuffett unloaded Berkshire’s airline investments near the market bottom in April for about $6 billion. Former holdingsSouthwest Airlines(LUV) andDelta Air Lines(DAL) have nearly doubled since then.\nSuccession is also on the minds of investors, with Buffett having turned 90 in August.\nBarron’s has argued that Buffett mightwant to give up the CEO jobto Berkshire senior executive Greg Abel while remaining chairman and overseeing the investment portfolio. Buffett has said little about succession in his recent annual letters so it would be notable if he does address the topic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}