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zips
2021-11-01
$SoFi Technologies Inc.(SOFI)$
😍
zips
2021-06-23
$Palantir Technologies Inc.(PLTR)$
gogo
zips
2021-06-23
Go tesla
zips
2021-06-17
Big boy
zips
2021-06-17
$Palantir Technologies Inc.(PLTR)$
keep on going!
zips
2021-06-11
Should I buy?
zips
2021-06-11
$Palantir Technologies Inc.(PLTR)$
gogoog
zips
2021-05-27
$Palantir Technologies Inc.(PLTR)$
up up up
zips
2021-05-18
$Palantir Technologies Inc.(PLTR)$
finally green
zips
2021-05-16
$Palantir Technologies Inc.(PLTR)$
pls go up
zips
2021-05-15
Need to recover faster
zips
2021-05-11
I love cryptocurrency!
抱歉,原内容已删除
zips
2021-05-11
All the best!
Investors are ignoring a ticking-time-bomb stock market, says this money manager
zips
2021-05-11
O dear. Time to stock up
抱歉,原内容已删除
zips
2021-05-11
So redd
zips
2021-05-05
$Microvision(MVIS)$
to the moon!
zips
2021-05-05
😂 😂
zips
2021-05-03
$Plug Power(PLUG)$
haha should I sell or hold
zips
2021-05-02
$Tesla Motors(TSLA)$
go go go
zips
2021-04-29
$Microvision(MVIS)$
mooon!!!
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","listText":"I love cryptocurrency! ","text":"I love cryptocurrency!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193996109","repostId":"2134640226","repostType":2,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199752622,"gmtCreate":1620736462066,"gmtModify":1634196735281,"author":{"id":"3576266977503895","authorId":"3576266977503895","name":"zips","avatar":"https://static.tigerbbs.com/e03e83b23a955a3db24fd720810cce0e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576266977503895","idStr":"3576266977503895"},"themes":[],"htmlText":"All the best! ","listText":"All the best! ","text":"All the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199752622","repostId":"1146338556","repostType":4,"repost":{"id":"1146338556","kind":"news","pubTimestamp":1620732653,"share":"https://www.laohu8.com/m/news/1146338556?lang=&edition=full","pubTime":"2021-05-11 19:30","market":"us","language":"en","title":"Investors are ignoring a ticking-time-bomb stock market, says this money manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1146338556","media":"MarketWatch","summary":"Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the techn","content":"<blockquote><b>Critical information for the U.S. trading day.</b></blockquote><p>Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the brunt of concerns that higher inflation may prompt an early end to the Federal Reserve’s COVID-19 pandemic-driven accommodative stance.</p><p>After last week’s downside jobs surprise, some fear Wednesday’s consumer price datacould also deliver a nasty shock. Not helping are fresh Chinese data on Tuesday showingsurgingfactory-gate prices, though the consumer side was subdued. That is as investors continue to monitor fallout from a downed U.S. energy pipeline.</p><p>Inflation is the “worst-case scenario” for this ticking-time-bomb market full of complacent investors, warns our<b>call of the day</b>from Thomas H. Kee Jr., president and chief executive of Stock Traders Daily and portfolio manager at Equity Logic.</p><p>“Arguably, the ONLY reason stimulus has even been possible is because there has been no inflation. If inflation comes back, all of the safeguards investors have been given (free money from stimulus) will be dissolved and won’t be able to come back to save the day,” Kee told MarketWatch on Monday in an interview via LinkedIn. He said recent jobs data indeed suggest price rises will be “more serious than previously thought.”</p><p>Investors are disregarding the fact that stocks are very expensive right now, said Kee, wholast Novemberpredicted a 25% drop for the Dow Jones Industrial AverageDJIA,-0.10%by year-end based on high price/earnings multiples.</p><p>Last year, he expected Dow earnings-per-share growth at 32% for 2021, but now sees it surging to 62%, before collapsing to 2.42% in 2022.</p><p><img src=\"https://static.tigerbbs.com/365ed838e230cb045d05fffe774347e1\" tg-width=\"1260\" tg-height=\"692\" referrerpolicy=\"no-referrer\">“The declines can be much worse than 25% and if the FOMC [Federal Open Market Committee] is handcuffed because of inflation, the swift bounce back that investors have been used to will not happen either,” said Kee. “The fair value multiple on the SPXSPX,-1.04%is not 30 – [to] 35x. It’s more like 15x.”</p><p>And the price/earnings to growth ratio, which adds in future earnings growth, for the Dow next year is “over 7, and normal fair value is 1.5. It is way overvalued based on that,” said Kee.</p><p><img src=\"https://static.tigerbbs.com/c89bacf663a55cc9456589447184123a\" tg-width=\"1260\" tg-height=\"688\" referrerpolicy=\"no-referrer\">What would bring that down to earth is the return of natural-risk perceptions among investors — severely lacking right now. “They have been given free money by the government, stimulus programs are in full effect, and investors don’t perceive any risk at all. That is the most dangerous thing!” Kee said.</p><p>He advised investors continue rotating between the SPRD S&P 500 ETF trustSPY,-0.99%and cash. Kee suggested last year staying that course until signs of reversals or that investors were getting worried about central bank stimulus stopping. No signs so far, he said.</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>Investors are ignoring a ticking-time-bomb stock market, says this money manager</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\">\nInvestors are ignoring a ticking-time-bomb stock market, says this money manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:30 GMT+8 <a href=https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the...</p>\n\n<a href=\"https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146338556","content_text":"Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the brunt of concerns that higher inflation may prompt an early end to the Federal Reserve’s COVID-19 pandemic-driven accommodative stance.After last week’s downside jobs surprise, some fear Wednesday’s consumer price datacould also deliver a nasty shock. Not helping are fresh Chinese data on Tuesday showingsurgingfactory-gate prices, though the consumer side was subdued. That is as investors continue to monitor fallout from a downed U.S. energy pipeline.Inflation is the “worst-case scenario” for this ticking-time-bomb market full of complacent investors, warns ourcall of the dayfrom Thomas H. Kee Jr., president and chief executive of Stock Traders Daily and portfolio manager at Equity Logic.“Arguably, the ONLY reason stimulus has even been possible is because there has been no inflation. If inflation comes back, all of the safeguards investors have been given (free money from stimulus) will be dissolved and won’t be able to come back to save the day,” Kee told MarketWatch on Monday in an interview via LinkedIn. He said recent jobs data indeed suggest price rises will be “more serious than previously thought.”Investors are disregarding the fact that stocks are very expensive right now, said Kee, wholast Novemberpredicted a 25% drop for the Dow Jones Industrial AverageDJIA,-0.10%by year-end based on high price/earnings multiples.Last year, he expected Dow earnings-per-share growth at 32% for 2021, but now sees it surging to 62%, before collapsing to 2.42% in 2022.“The declines can be much worse than 25% and if the FOMC [Federal Open Market Committee] is handcuffed because of inflation, the swift bounce back that investors have been used to will not happen either,” said Kee. “The fair value multiple on the SPXSPX,-1.04%is not 30 – [to] 35x. It’s more like 15x.”And the price/earnings to growth ratio, which adds in future earnings growth, for the Dow next year is “over 7, and normal fair value is 1.5. It is way overvalued based on that,” said Kee.What would bring that down to earth is the return of natural-risk perceptions among investors — severely lacking right now. “They have been given free money by the government, stimulus programs are in full effect, and investors don’t perceive any risk at all. That is the most dangerous thing!” Kee said.He advised investors continue rotating between the SPRD S&P 500 ETF trustSPY,-0.99%and cash. Kee suggested last year staying that course until signs of reversals or that investors were getting worried about central bank stimulus stopping. No signs so far, he said.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199752043,"gmtCreate":1620736417582,"gmtModify":1631885487814,"author":{"id":"3576266977503895","authorId":"3576266977503895","name":"zips","avatar":"https://static.tigerbbs.com/e03e83b23a955a3db24fd720810cce0e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576266977503895","idStr":"3576266977503895"},"themes":[],"htmlText":"O dear. Time to stock up ","listText":"O dear. Time to stock up ","text":"O dear. Time to stock up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199752043","repostId":"1101624279","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199756139,"gmtCreate":1620736395221,"gmtModify":1634196736076,"author":{"id":"3576266977503895","authorId":"3576266977503895","name":"zips","avatar":"https://static.tigerbbs.com/e03e83b23a955a3db24fd720810cce0e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576266977503895","idStr":"3576266977503895"},"themes":[],"htmlText":"So redd","listText":"So redd","text":"So redd","images":[{"img":"https://static.tigerbbs.com/4e7929a04a8daec64c7a9138d9678ee1","width":"1080","height":"2675"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199756139","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":102208016,"gmtCreate":1620213905935,"gmtModify":1631887201106,"author":{"id":"3576266977503895","authorId":"3576266977503895","name":"zips","avatar":"https://static.tigerbbs.com/e03e83b23a955a3db24fd720810cce0e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576266977503895","idStr":"3576266977503895"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a> to the moon! ","listText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a> to the moon! 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","listText":"All the best! ","text":"All the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199752622","repostId":"1146338556","repostType":4,"repost":{"id":"1146338556","kind":"news","pubTimestamp":1620732653,"share":"https://www.laohu8.com/m/news/1146338556?lang=&edition=full","pubTime":"2021-05-11 19:30","market":"us","language":"en","title":"Investors are ignoring a ticking-time-bomb stock market, says this money manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1146338556","media":"MarketWatch","summary":"Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the techn","content":"<blockquote><b>Critical information for the U.S. trading day.</b></blockquote><p>Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the brunt of concerns that higher inflation may prompt an early end to the Federal Reserve’s COVID-19 pandemic-driven accommodative stance.</p><p>After last week’s downside jobs surprise, some fear Wednesday’s consumer price datacould also deliver a nasty shock. Not helping are fresh Chinese data on Tuesday showingsurgingfactory-gate prices, though the consumer side was subdued. That is as investors continue to monitor fallout from a downed U.S. energy pipeline.</p><p>Inflation is the “worst-case scenario” for this ticking-time-bomb market full of complacent investors, warns our<b>call of the day</b>from Thomas H. Kee Jr., president and chief executive of Stock Traders Daily and portfolio manager at Equity Logic.</p><p>“Arguably, the ONLY reason stimulus has even been possible is because there has been no inflation. If inflation comes back, all of the safeguards investors have been given (free money from stimulus) will be dissolved and won’t be able to come back to save the day,” Kee told MarketWatch on Monday in an interview via LinkedIn. He said recent jobs data indeed suggest price rises will be “more serious than previously thought.”</p><p>Investors are disregarding the fact that stocks are very expensive right now, said Kee, wholast Novemberpredicted a 25% drop for the Dow Jones Industrial AverageDJIA,-0.10%by year-end based on high price/earnings multiples.</p><p>Last year, he expected Dow earnings-per-share growth at 32% for 2021, but now sees it surging to 62%, before collapsing to 2.42% in 2022.</p><p><img src=\"https://static.tigerbbs.com/365ed838e230cb045d05fffe774347e1\" tg-width=\"1260\" tg-height=\"692\" referrerpolicy=\"no-referrer\">“The declines can be much worse than 25% and if the FOMC [Federal Open Market Committee] is handcuffed because of inflation, the swift bounce back that investors have been used to will not happen either,” said Kee. “The fair value multiple on the SPXSPX,-1.04%is not 30 – [to] 35x. It’s more like 15x.”</p><p>And the price/earnings to growth ratio, which adds in future earnings growth, for the Dow next year is “over 7, and normal fair value is 1.5. It is way overvalued based on that,” said Kee.</p><p><img src=\"https://static.tigerbbs.com/c89bacf663a55cc9456589447184123a\" tg-width=\"1260\" tg-height=\"688\" referrerpolicy=\"no-referrer\">What would bring that down to earth is the return of natural-risk perceptions among investors — severely lacking right now. “They have been given free money by the government, stimulus programs are in full effect, and investors don’t perceive any risk at all. That is the most dangerous thing!” Kee said.</p><p>He advised investors continue rotating between the SPRD S&P 500 ETF trustSPY,-0.99%and cash. Kee suggested last year staying that course until signs of reversals or that investors were getting worried about central bank stimulus stopping. No signs so far, he said.</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>Investors are ignoring a ticking-time-bomb stock market, says this money manager</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\">\nInvestors are ignoring a ticking-time-bomb stock market, says this money manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:30 GMT+8 <a href=https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the...</p>\n\n<a href=\"https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/investors-are-ignoring-a-ticking-time-bomb-stock-market-says-this-money-manager-11620731899?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146338556","content_text":"Critical information for the U.S. trading day.Tuesday is looking dicey for stocks, notably the technology space, as inflation jitters continue to ripple across markets. The sector has been bearing the brunt of concerns that higher inflation may prompt an early end to the Federal Reserve’s COVID-19 pandemic-driven accommodative stance.After last week’s downside jobs surprise, some fear Wednesday’s consumer price datacould also deliver a nasty shock. Not helping are fresh Chinese data on Tuesday showingsurgingfactory-gate prices, though the consumer side was subdued. That is as investors continue to monitor fallout from a downed U.S. energy pipeline.Inflation is the “worst-case scenario” for this ticking-time-bomb market full of complacent investors, warns ourcall of the dayfrom Thomas H. Kee Jr., president and chief executive of Stock Traders Daily and portfolio manager at Equity Logic.“Arguably, the ONLY reason stimulus has even been possible is because there has been no inflation. If inflation comes back, all of the safeguards investors have been given (free money from stimulus) will be dissolved and won’t be able to come back to save the day,” Kee told MarketWatch on Monday in an interview via LinkedIn. He said recent jobs data indeed suggest price rises will be “more serious than previously thought.”Investors are disregarding the fact that stocks are very expensive right now, said Kee, wholast Novemberpredicted a 25% drop for the Dow Jones Industrial AverageDJIA,-0.10%by year-end based on high price/earnings multiples.Last year, he expected Dow earnings-per-share growth at 32% for 2021, but now sees it surging to 62%, before collapsing to 2.42% in 2022.“The declines can be much worse than 25% and if the FOMC [Federal Open Market Committee] is handcuffed because of inflation, the swift bounce back that investors have been used to will not happen either,” said Kee. “The fair value multiple on the SPXSPX,-1.04%is not 30 – [to] 35x. It’s more like 15x.”And the price/earnings to growth ratio, which adds in future earnings growth, for the Dow next year is “over 7, and normal fair value is 1.5. It is way overvalued based on that,” said Kee.What would bring that down to earth is the return of natural-risk perceptions among investors — severely lacking right now. “They have been given free money by the government, stimulus programs are in full effect, and investors don’t perceive any risk at all. That is the most dangerous thing!” Kee said.He advised investors continue rotating between the SPRD S&P 500 ETF trustSPY,-0.99%and cash. Kee suggested last year staying that course until signs of reversals or that investors were getting worried about central bank stimulus stopping. No signs so far, he said.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340003552,"gmtCreate":1617319330176,"gmtModify":1634521489616,"author":{"id":"3576266977503895","authorId":"3576266977503895","name":"zips","avatar":"https://static.tigerbbs.com/e03e83b23a955a3db24fd720810cce0e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576266977503895","idStr":"3576266977503895"},"themes":[],"htmlText":"O dear","listText":"O dear","text":"O dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340003552","repostId":"1150311406","repostType":4,"repost":{"id":"1150311406","kind":"news","pubTimestamp":1617289247,"share":"https://www.laohu8.com/m/news/1150311406?lang=&edition=full","pubTime":"2021-04-01 23:00","market":"fut","language":"en","title":"Oil Tumbles As OPEC+ Leaks Begin","url":"https://stock-news.laohu8.com/highlight/detail?id=1150311406","media":"zerohedge","summary":"WTI has given up its overnight gains... again... after the now standard leak headlines \"from an anon","content":"<p>WTI has given up its overnight gains... again... after the now standard leak headlines \"from an anonymous delegate\" spooked the market.</p>\n<p><b>Most members are reportedly giving support to a one-month extension</b>, but the outcome isn’t decided and delegates say there are<b>some countries that would prefer to increase production</b>.</p>\n<blockquote>\n “The situation is not clear yet,\" one delegate cautions.\n</blockquote>\n<p><b>OPEC+ nations are discussing not just what to do in May, but also about the next few months.</b></p>\n<p>Oil demand is expected to grow significantly during the northern hemisphere summer. It will also grow in the Middle East, where countries like Saudi Arabia consume vast amounts of crude to run power plants harder and meet air-conditioning demand. So,as Bloomberg's Javier Blas notes, we<b>may have a two-pronged OPEC decision</b>, with one message for May and another one for June and after.</p>\n<p>And the delegates are now<b>debating a proposal for gradual output hikes</b>.</p>\n<p>This sent WTI back below $60 and into the red for the day...</p>\n<p><img src=\"https://static.tigerbbs.com/86fff443da55b9184e56a6d732078182\" tg-width=\"500\" tg-height=\"293\">As Bloomberg's Julian Lee notes,<b>in theory, the group can make three more increases of 500,000 barrels a day before it has restored the full 2 million barrels that it originally planned to return in January</b>. But Russia and Kazakhstan have already had most of their shares of that increase. Russia’s target can only increase by another 115,000 barrels a day and Kazakhstan’s by just 18,000 barrels until they’ve had their full shares of the original increase of 2 million barrels a day.</p>\n<p><b>That’s going to mean they’ll soon have to watch others getting increases they don’t share in</b>, or that the others will have to agree to lift Russia and Kazakhstan’s shares of the group’s collective output - something that’s always been difficult for OPEC in the past.</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>Oil Tumbles As OPEC+ Leaks Begin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Tumbles As OPEC+ Leaks Begin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 23:00 GMT+8 <a href=https://www.zerohedge.com/energy/oil-tumbles-opec-leaks-begin?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WTI has given up its overnight gains... again... after the now standard leak headlines \"from an anonymous delegate\" spooked the market.\nMost members are reportedly giving support to a one-month ...</p>\n\n<a href=\"https://www.zerohedge.com/energy/oil-tumbles-opec-leaks-begin?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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.zerohedge.com/energy/oil-tumbles-opec-leaks-begin?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150311406","content_text":"WTI has given up its overnight gains... again... after the now standard leak headlines \"from an anonymous delegate\" spooked the market.\nMost members are reportedly giving support to a one-month extension, but the outcome isn’t decided and delegates say there aresome countries that would prefer to increase production.\n\n “The situation is not clear yet,\" one delegate cautions.\n\nOPEC+ nations are discussing not just what to do in May, but also about the next few months.\nOil demand is expected to grow significantly during the northern hemisphere summer. It will also grow in the Middle East, where countries like Saudi Arabia consume vast amounts of crude to run power plants harder and meet air-conditioning demand. So,as Bloomberg's Javier Blas notes, wemay have a two-pronged OPEC decision, with one message for May and another one for June and after.\nAnd the delegates are nowdebating a proposal for gradual output hikes.\nThis sent WTI back below $60 and into the red for the day...\nAs Bloomberg's Julian Lee notes,in theory, the group can make three more increases of 500,000 barrels a day before it has restored the full 2 million barrels that it originally planned to return in January. But Russia and Kazakhstan have already had most of their shares of that increase. Russia’s target can only increase by another 115,000 barrels a day and Kazakhstan’s by just 18,000 barrels until they’ve had their full shares of the original increase of 2 million barrels a day.\nThat’s going to mean they’ll soon have to watch others getting increases they don’t share in, or that the others will have to agree to lift Russia and Kazakhstan’s shares of the group’s collective output - something that’s always been difficult for OPEC in the past.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}