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2021-05-15

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Why AMC Entertainment Stock Jumped Again Friday

2021-05-25

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2021-05-11

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Revenue was up slightly on the first quarter, the bank said.</p>\n<p>\"What we're seeing is people starting to spend and act more in a way that seems more like it was before the pandemic started and, certainly on the consumer side, spending is up quite a bit, even when you compare it to 2018,\" Wells Fargo chief financial officer Mike Santomassimo told reporters.</p>\n<p>While loan growth is still tepid, which is usually bad for bank profits, there were signs that demand is creeping back.</p>\n<p>Excluding loans related to the U.S. government's pandemic aid program, loan balances at Bank of America, for example, grew $5.1 billion from the first quarter.read more</p>\n<p>\"Deposit growth is strong, and loan levels have begun to grow,\" Bank of America CEO Brian Moynihan said in a statement.</p>\n<p>JPMorgan, the country's largest lender, on Tuesday reported profits of $11.9 billion compared with $4.7 billion last year.</p>\n<p>Citigroup's second-quarter profit rose to $6.19 billion, up from $1.06 billion last year, while Bank of America's profit jumped to $8.96 billion from $3.28 billion.</p>\n<p>Wells Fargo posted a profit of $6 billion compared with a loss of $3.85 billion last year, which was largely related to special items.</p>\n<p>While the results indicate good news for consumers and businesses, low interest rates, weak loan demand and a slowdown in trading will probably weigh on results going forward, analysts said.</p>\n<p>The U.S. Federal Reserve is staying the course, with an inflation target of 2% and no plans to tighten monetary policy by, for instance, raising interest rates, Fed Chair Jerome Powell said in prepared remarks for a congressional appearance on Wednesday.read more</p>\n<p>That suggests banks will have to deal with low rates for an extended period of time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biggest U.S. banks smash profit estimates as economy revives</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiggest U.S. banks smash profit estimates as economy revives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/finance/top-us-banks-smash-profit-estimates-rebounding-economy-2021-07-14/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON, July 14 (Reuters) - The four largest U.S. consumer banks posted blockbuster second-quarter results this week, after pandemic loan losses failed to materialize and the U.S. economy began ...</p>\n\n<a href=\"https://www.reuters.com/business/finance/top-us-banks-smash-profit-estimates-rebounding-economy-2021-07-14/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/business/finance/top-us-banks-smash-profit-estimates-rebounding-economy-2021-07-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142984811","content_text":"WASHINGTON, July 14 (Reuters) - The four largest U.S. consumer banks posted blockbuster second-quarter results this week, after pandemic loan losses failed to materialize and the U.S. economy began roaring back to life.\nWells Fargo & Co(WFC.N), Bank of America Corp(BAC.N), Citigroup Inc(C.N)and JPMorgan Chase & Co(JPM.N)posted a combined $33 billion in profits, buoyed by the release of $9 billion in reserves they had put aside last year to absorb feared pandemic losses.\nThat was beyond analystestimatesof about $24 billion combined, compared with $6 billion in the year-ago quarter.\nConsumer spending has climbed, sometimes beyond pre-pandemic levels, while credit quality has improved and savings and investments have risen, the banks said.\nThanks to extraordinary government stimulus and loan repayment holidays, feared pandemic losses have not materialized. A national vaccination roll-out has allowed also Americans get back to work and to start spending again.\nSizzling capital markets activity has also helped the largest U.S. banks, with Goldman Sachs Group Inc(GS.N)reporting a $5.35 billion profit, more than double its adjusted earnings a year ago.\n\"The pace of the global recovery is exceeding earlier expectations and with it, consumer and corporate confidence is rising,\" Citigroup Chief Executive Officer Jane Fraser said.\nThat was reflected in a pick-up in consumer lending.\nFor example, JPMorgan said combined spending on its debit and credit cards rose 22% compared with the same quarter in 2019, when spending patterns were more normal.\nSpending on Citi-branded credit cards in the United States jumped 40% from a year earlier, but with so many customers paying off balances its card loans fell 4%.read more\nCitigroup Chief Financial Officer Mark Mason said the bank expects more customers to go back to their pre-pandemic pattern of carrying revolving balances as government stimulus programs wind down later this year.\nWells Fargo posted a 14% gain in credit-card revenue compared with the second quarter of 2020, due to higher point-of-sale volume. Revenue was up slightly on the first quarter, the bank said.\n\"What we're seeing is people starting to spend and act more in a way that seems more like it was before the pandemic started and, certainly on the consumer side, spending is up quite a bit, even when you compare it to 2018,\" Wells Fargo chief financial officer Mike Santomassimo told reporters.\nWhile loan growth is still tepid, which is usually bad for bank profits, there were signs that demand is creeping back.\nExcluding loans related to the U.S. government's pandemic aid program, loan balances at Bank of America, for example, grew $5.1 billion from the first quarter.read more\n\"Deposit growth is strong, and loan levels have begun to grow,\" Bank of America CEO Brian Moynihan said in a statement.\nJPMorgan, the country's largest lender, on Tuesday reported profits of $11.9 billion compared with $4.7 billion last year.\nCitigroup's second-quarter profit rose to $6.19 billion, up from $1.06 billion last year, while Bank of America's profit jumped to $8.96 billion from $3.28 billion.\nWells Fargo posted a profit of $6 billion compared with a loss of $3.85 billion last year, which was largely related to special items.\nWhile the results indicate good news for consumers and businesses, low interest rates, weak loan demand and a slowdown in trading will probably weigh on results going forward, analysts said.\nThe U.S. Federal Reserve is staying the course, with an inflation target of 2% and no plans to tighten monetary policy by, for instance, raising interest rates, Fed Chair Jerome Powell said in prepared remarks for a congressional appearance on Wednesday.read more\nThat suggests banks will have to deal with low rates for an extended period of 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19:08","market":"sh","language":"en","title":"What Does the End of the Quarter Mean for Portfolio Management?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155435134","media":"investopedia","summary":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the","content":"<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p>\n<p>There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p>\n<p>Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p>\n<p>Rebalancing a Portfolio</p>\n<p>Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p>\n<p>KEY TAKEAWAYS</p>\n<ul>\n <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li>\n <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li>\n <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li>\n</ul>\n<p>Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p>\n<p>Institutional Investors and Rebalancing</p>\n<p>It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p>\n<p>There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p>\n<p>Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p>","source":"lsy1606203311635","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 Does the End of the Quarter Mean for Portfolio Management?</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 Does the End of the Quarter Mean for Portfolio Management?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 19:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral><strong>investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and ...</p>\n\n<a href=\"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">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.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155435134","content_text":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.\nThere's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.\nEven if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.\nRebalancing a Portfolio\nRebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.\nKEY TAKEAWAYS\n\nThe end of the three-month period known as a financial quarter is considered an important time for investors.\nCompanies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.\nBoth retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.\n\nTraditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.\nInstitutional Investors and Rebalancing\nIt is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3\nThere are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.\nActive funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152432038,"gmtCreate":1625324764924,"gmtModify":1633941480290,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152432038","repostId":"1130764181","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159609361,"gmtCreate":1624959329553,"gmtModify":1633946518684,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159609361","repostId":"1175848515","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127365291,"gmtCreate":1624836317013,"gmtModify":1633948306840,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127365291","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126438885,"gmtCreate":1624581202847,"gmtModify":1633951037677,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest like and comment","listText":"Latest like and comment","text":"Latest like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126438885","repostId":"1160256327","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126881269,"gmtCreate":1624551093651,"gmtModify":1634004444233,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest and like pls","listText":"Latest and like pls","text":"Latest and like 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21:56","market":"us","language":"en","title":"Nomura Warns Of Market \"Reversal Risk\" As FedSpeak Walks Back 'Bullard Bomb'","url":"https://stock-news.laohu8.com/highlight/detail?id=1133913488","media":"zerohedge","summary":"After last week’s market fireworks on the Fed's \"hawkish surprise\" and Jim Bullard's \"you think that's hawkish, hold my beer\" moment on Friday morning, which has many market participants screaming “policy error\", Nomura's Charlie McElligott warnstraders now need to be ready for some potential “reversal of the rhetoric” this week-especially as we are looking at an astounding sixteen (!) Fed speakers on the calendar ahead......which is notable in that bothTreasury Yields and Equities are already s","content":"<p>After last week’s market fireworks on the Fed's \"hawkish surprise\" and Jim Bullard's \"you think that's hawkish, hold my beer\" moment on Friday morning, which has many market participants screaming “policy error\", Nomura's Charlie McElligott warns<b>traders now need to be ready for some potential “reversal of the rhetoric” this week</b>-<i>especially as we are looking at an astounding sixteen (!) Fed speakers on the calendar ahead...</i></p>\n<p><img src=\"https://static.tigerbbs.com/7b9c98ddf2dc1b15c2d57d8c2421a348\" tg-width=\"500\" tg-height=\"235\" referrerpolicy=\"no-referrer\"><i>...which is notable in that both</i><i><b>Treasury Yields and Equities are already substantially higher versus Asian reopening lows</b></i><i>...</i></p>\n<p><img src=\"https://static.tigerbbs.com/51d6b2b76cf82953faef9bf5fab63418\" tg-width=\"500\" tg-height=\"312\" referrerpolicy=\"no-referrer\">Which McElligott warns,<b>risks creating a counter-trend reversal which could catch many flat-footed again as tactically, any semblance of walking-back from the Fed could then elicit an optic of “Reflation,”</b>&nbsp;particularly if USD were to weaken further from here, Real Yields were to again tilt more negative and UST curves then again “bear-steepen” after their eye-water liquidations / stop-out last week—which too would then likely trigger a concurrent bounceback of the prior “Cyclical Value over Secular Growth” trend in US Equities,&nbsp;<i>after said expressions were powerfully de-grossed last week</i>&nbsp;(Nasdaq +0.4% last wk vs Russell -4.1%)</p>\n<ul>\n <li><p><i>Equities “Reflation” last week: Nomura 10 Yr Yield Sensitive Factor -4.6%; Cyclical Value Factor -3.5%; Growth Nowcast -3.1%; LT Momentum -3.1%; Wolfe AVID Value -2.7%; Defensive Value -2.4%</i></p></li>\n <li><p><i>Equities “Duration” last week: IG Credit Sensitive Factor +2.7%; HF Crowding +2.2%; Low Risk +2.0%; Size (Big-Small) +1.3%; Dividend +1.0%</i></p></li>\n</ul>\n<p><b>This is what the unspoken “third Fed mandate” of maintaining “easy financial conditions at all costs” hath wrought</b><i>-</i>an absurd cycle where Fed policy and the US economy actually works to a point where in “old” central banking, the Fed would accordingly pivot “hawkish” and begin tightening policy; but in the “Fed Put” world order, market forces now pull-ahead the negative economic slowdown implications of said “tightening” and have “taper tantrums” creating market volatility,&nbsp;<b>ultimately forcing the Fed to walk-back hawkish tone shifts if the market.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0ca8c1b6e282ef937647386ccbcdc21b\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\">In this case,<b>the risk this week then becomes that some portion of the very active calendar of Fed speakers will now voice a “concern” that last week’s dot plot and SEP will work against their previously stated FAIT desire and impede future growth- and inflation- expectations,and could then message on just how “conditional” those forecasts are -</b><i>i.e. downplaying their forecasting ability, in an attempt to reverse some of the market’s pull-forward of “tighter financial conditions” due to perceived “hawkish pivot” from Fed which nullifies their own prior efforts to reset future inflation expectations!</i></p>\n<p><img src=\"https://static.tigerbbs.com/72edd0892cdcb8696310f135ba5dec38\" tg-width=\"500\" tg-height=\"273\" referrerpolicy=\"no-referrer\">And as we have now seen countless times before, if the Fed then again “bends the knee” to market forces, the vol spike and forced deleveraging / hedging of risk-assets is then reversed with “rich vols” then sold into, which in standard lagging-fashion will mean that as trailing rVol then resets lower following the expected “Fed back-track,” a large covering of dynamic hedges (shorts) and / or mechancial re-leveraging of risk-asset exposure from “Target Volatility / Vol Control” universe will then see markets resume their rise, as vols are smashed<b><i>- “Crash-down, then crash-up” rinse / repeat.</i></b></p>\n<p>To further contribute to these potential “sling-shot” (crash-down, then crash-up) optics,&nbsp;<b>we now inherently see much “cleaner” options positioning (current ES at 4167, which is the “Delta Neutral vs Spot” level) post last week’s abnormally outsized Op-Ex&nbsp;</b><b><i>(although worth-noting that we are now in “short Gamma vs spot” territory at 4167 last vs 4237 “Gamma neutral” line).</i></b></p>\n<p><img src=\"https://static.tigerbbs.com/db8e096623b51035a7813c45b7dc2b02\" tg-width=\"996\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p><b>And in the case that the incremental “hawkish Fed surprise” vol spike is sold into Dealers by the VRP crowd&nbsp;</b><b><i>(particular with any semblance of “Fed walk-back” this wk),</i></b><b>&nbsp;this impulse supply of Volatility- and Gamma- will again then perpetuate a more stable, insulated market thereafter, as Dealer “long Gamma” means hedging flows will further squelch the potential for market moves</b>- hence, the virtuous cycle phase of the “vol selling” feedback loop.</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>Nomura Warns Of Market \"Reversal Risk\" As FedSpeak Walks Back 'Bullard Bomb'</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\">\nNomura Warns Of Market \"Reversal Risk\" As FedSpeak Walks Back 'Bullard Bomb'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/nomura-warns-market-reversal-risk-fedspeak-walks-back-bulard-bomb?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>After last week’s market fireworks on the Fed's \"hawkish surprise\" and Jim Bullard's \"you think that's hawkish, hold my beer\" moment on Friday morning, which has many market participants screaming “...</p>\n\n<a href=\"https://www.zerohedge.com/markets/nomura-warns-market-reversal-risk-fedspeak-walks-back-bulard-bomb?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/nomura-warns-market-reversal-risk-fedspeak-walks-back-bulard-bomb?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":"1133913488","content_text":"After last week’s market fireworks on the Fed's \"hawkish surprise\" and Jim Bullard's \"you think that's hawkish, hold my beer\" moment on Friday morning, which has many market participants screaming “policy error\", Nomura's Charlie McElligott warnstraders now need to be ready for some potential “reversal of the rhetoric” this week-especially as we are looking at an astounding sixteen (!) Fed speakers on the calendar ahead...\n...which is notable in that bothTreasury Yields and Equities are already substantially higher versus Asian reopening lows...\nWhich McElligott warns,risks creating a counter-trend reversal which could catch many flat-footed again as tactically, any semblance of walking-back from the Fed could then elicit an optic of “Reflation,” particularly if USD were to weaken further from here, Real Yields were to again tilt more negative and UST curves then again “bear-steepen” after their eye-water liquidations / stop-out last week—which too would then likely trigger a concurrent bounceback of the prior “Cyclical Value over Secular Growth” trend in US Equities, after said expressions were powerfully de-grossed last week (Nasdaq +0.4% last wk vs Russell -4.1%)\n\nEquities “Reflation” last week: Nomura 10 Yr Yield Sensitive Factor -4.6%; Cyclical Value Factor -3.5%; Growth Nowcast -3.1%; LT Momentum -3.1%; Wolfe AVID Value -2.7%; Defensive Value -2.4%\nEquities “Duration” last week: IG Credit Sensitive Factor +2.7%; HF Crowding +2.2%; Low Risk +2.0%; Size (Big-Small) +1.3%; Dividend +1.0%\n\nThis is what the unspoken “third Fed mandate” of maintaining “easy financial conditions at all costs” hath wrought-an absurd cycle where Fed policy and the US economy actually works to a point where in “old” central banking, the Fed would accordingly pivot “hawkish” and begin tightening policy; but in the “Fed Put” world order, market forces now pull-ahead the negative economic slowdown implications of said “tightening” and have “taper tantrums” creating market volatility, ultimately forcing the Fed to walk-back hawkish tone shifts if the market.\nIn this case,the risk this week then becomes that some portion of the very active calendar of Fed speakers will now voice a “concern” that last week’s dot plot and SEP will work against their previously stated FAIT desire and impede future growth- and inflation- expectations,and could then message on just how “conditional” those forecasts are -i.e. downplaying their forecasting ability, in an attempt to reverse some of the market’s pull-forward of “tighter financial conditions” due to perceived “hawkish pivot” from Fed which nullifies their own prior efforts to reset future inflation expectations!\nAnd as we have now seen countless times before, if the Fed then again “bends the knee” to market forces, the vol spike and forced deleveraging / hedging of risk-assets is then reversed with “rich vols” then sold into, which in standard lagging-fashion will mean that as trailing rVol then resets lower following the expected “Fed back-track,” a large covering of dynamic hedges (shorts) and / or mechancial re-leveraging of risk-asset exposure from “Target Volatility / Vol Control” universe will then see markets resume their rise, as vols are smashed- “Crash-down, then crash-up” rinse / repeat.\nTo further contribute to these potential “sling-shot” (crash-down, then crash-up) optics, we now inherently see much “cleaner” options positioning (current ES at 4167, which is the “Delta Neutral vs Spot” level) post last week’s abnormally outsized Op-Ex (although worth-noting that we are now in “short Gamma vs spot” territory at 4167 last vs 4237 “Gamma neutral” line).\n\nAnd in the case that the incremental “hawkish Fed surprise” vol spike is sold into Dealers by the VRP crowd (particular with any semblance of “Fed walk-back” this wk), this impulse supply of Volatility- and Gamma- will again then perpetuate a more stable, insulated market thereafter, as Dealer “long Gamma” means hedging flows will further squelch the potential for market moves- hence, the virtuous cycle phase of the “vol selling” feedback loop.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164856543,"gmtCreate":1624194871982,"gmtModify":1634009608177,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164856543","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196641105,"gmtCreate":1621051592907,"gmtModify":1634194268976,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Comment on mine thx u","listText":"Comment on mine thx u","text":"Comment on mine thx u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/196641105","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</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>Why AMC Entertainment Stock Jumped Again Friday</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\">\nWhy AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138425508,"gmtCreate":1621955402204,"gmtModify":1634185154512,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/138425508","repostId":"2138193987","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170476551,"gmtCreate":1626448526373,"gmtModify":1631893828097,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Like 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comment and like 🙂","listText":"Help comment and like 🙂","text":"Help comment and like 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193408468","repostId":"1195374535","repostType":4,"repost":{"id":"1195374535","kind":"news","pubTimestamp":1620805173,"share":"https://www.laohu8.com/m/news/1195374535?lang=&edition=full","pubTime":"2021-05-12 15:39","market":"us","language":"en","title":"Three Places Where \"Permanently\" Higher Inflation Could Come From","url":"https://stock-news.laohu8.com/highlight/detail?id=1195374535","media":"zerohedge","summary":"Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the","content":"<p>Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...</p><p><img src=\"https://static.tigerbbs.com/27af6e7edc6cbaf6b622fb05b58c3c4b\" tg-width=\"719\" tg-height=\"451\" referrerpolicy=\"no-referrer\"></p><p>... a talking point which will merely underscore therecent surge in inflation fears across both companies(who can pass these rising costs on to consumers)...</p><p><img src=\"https://static.tigerbbs.com/4a68a52569c972ded6b731f135eea4d6\" tg-width=\"811\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>... and consumers (who can't).</p><p><img src=\"https://static.tigerbbs.com/e5e6c688cc8aadf696b91436b5817082\" tg-width=\"1260\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p>Yet while households are growing more convinced with each passing day that higher prices will stick, with the NY Fed's latest survey of consumer expectations revealing that over the next year consumers anticipate gasoline prices jumping 9.18%, food prices gaining 5.79%, medical costs surging 9.13%, the price of a college education climbing 5.93%, and rent prices increasing 9.49%...</p><p><img src=\"https://static.tigerbbs.com/61a55ee10178ca6be09900dc2a1499ad\" tg-width=\"720\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>... neither the Fed, nor sellside analysts are willing to concede as much yet. Take BofA's chief economist Michelle Meyer,<b>who expects core PCE inflation, the Fed’s preferred measure, to peak at 2.3% this quarter, before settling back down to 1.9% by the end of 2021.</b>Meyer then expects prices to trend slightly higher over the medium term, eventually surpassing the Fed’s target consistently enough (and in an environment of full employment) that interest rate hikes will be warranted, possibly not until the second half 2023.</p><p>Needless to say, the market disagrees, and especially the bond market, where traders are pricing in far more inflation and faster Fed hikes than that. But, as BofA's Jared Woodard notes, they often do, and are usually very early: as shown in the chart below, since 2007, rates implied by Fed funds futures have been, on average, 54bp higher than actual interest rates one year later.</p><p><img src=\"https://static.tigerbbs.com/2a9e3f386c0eb83cb85332166639cfc2\" tg-width=\"814\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>But maybe this time will be different? As Woodard counters, the challenge for those who expect permanently higher or harmful inflation is to explain where it will come from. In response, the BofA strategist says he can see three possible sources of \"permanent\" inflation, if no no plausible ones.</p><p><b>1. Scarce goods</b></p><p>In 2020, many firms cut capacity and reduced inventories, expecting a long recession. The faster rebound has meant shortages in lumber, corn, copper, etc. Some bottlenecks may lack quick fixes (e.g. semiconductors), but many others can be resolved.</p><p><img src=\"https://static.tigerbbs.com/0d139daae62b51fa851325f547b12ff6\" tg-width=\"574\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p>More importantly, whether necessitated by Covid or by the reorientation of supply chains toward reliable democracies, a period of higher capex should be tolerable. Many companies have proven pricing power, and in Q1, US corporate profit margins are at record highs.</p><p><img src=\"https://static.tigerbbs.com/55166877bb7a954c6ecb42099092803a\" tg-width=\"572\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><b>Scarce workers</b></p><p>Woodard then predicts that there are also good reasons to think that any sharp surge in wages will end by Q4 for the following reasons:</p><ul><li>Labor supply is set to rise sharply.</li><li>Generous unemployment insurance benefits expire in September,</li><li>children will return to public schools,</li><li>health concerns will be alleviated,</li><li>firms will be able to hire from a broader pool of remote workers.</li></ul><p>Indeed, we have 9.8 million unemployed workers and BofA economists expect an additional 2mm+ returning to the labor force by the fall, by which point the Biden unemployment checks will have expired.</p><p>Meanwhile, those widespread reports of employers offering hiring bonuses...</p><p>... are a sign of a temporary mismatch, not an incipient spiral. \"A bonus is not a raise\", according to BofA... although it's a key part of one's compensation - we wonder how many BofA bankers would work without one.</p><p>In any case, BofA believes that a higher long-term trend in wage growth would be positive for GDP and productivity: of the firms that said they will not raise capex in the latest Duke CFO survey, 2/3 said it is because they “have no need to expand capacity.” Persistent higher demand is necessary for sustained corporate investment. It’s, therefore, hard even to imagine a wage-spiral tail risk according to Woodard who argues that<b>it would take steady wage gains of 10-12% to push inflation to the levels of the 1970s &amp; 80s...</b></p><p><img src=\"https://static.tigerbbs.com/f79bff1023630f5919adc5fbbad205fd\" tg-width=\"806\" tg-height=\"575\" referrerpolicy=\"no-referrer\"></p><p><b>...</b>and the US economy is structured very differently today. Non-elite unions are politically toothless. Technology penetrates every industry. The offshoring of more services is coming.</p><p><b>Excess demand</b></p><p>The last argument against persistent inflation is that there are also no signs of excess demand. The latest BofA consumer appears to affirm a “fiscal liquidity trap” thesis.</p><ul><li>High-income households have excess savings, but history shows they don’t spend; and a chill in high-income spending is more likely in 2021 from the threat of higher taxes (Ricardian equivalence);</li><li>Low-income households received excess stimulus but their spending has already peaked (Exhibit 7) and &lt;10% of new rounds of stimulus are being spent (Exhibit 8).</li></ul><p><img src=\"https://static.tigerbbs.com/5df55809f076503eeb36dc7c238671c4\" tg-width=\"1203\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>While we are confident that many readers will disagree, Woodard concludes that \"in sum, we expect high inflation levels to be transitory because structural deflationary forces are very strong, most supply shortages can be resolved, wage increases are modest (and helpful long-term in any case), and there is no evidence of excess demand.\"</p><p>Bullshit, you say. Between the trillions in stimulus and the monetary pump, this time is different.</p><p>Perhaps, but there is another problem: anyone wishing to hedge against soaring inflation faces a daunting high cost (one could almost say \"inflationary\" cost).</p><p>As shown in the chart below, historical data show that a permanent portfolio allocation to inflation assets only hurts returns (unlike a deflationary bias). Allocating $1 in 1974 equally to a basket of commodities, gold, global value, and European equities - i.e. inflationary assets -&nbsp; was worth $38 today; at the same time, an allocation to IG corporate bonds, Treasuries, US growth stocks, and the S&amp;P 500 was worth $104.</p><p><img src=\"https://static.tigerbbs.com/7e8b7135501c05cacea099ec1152a385\" tg-width=\"815\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p><p>Curiously, even a tactical allocation imposes a significant cost unless timed perfectly. BofA economists expect 3.6% average inflation for Q2. Over the last 30 years, there were five occasions when CPI surged above that level (May’01, Sept’05, June’06, Oct’07, June’11).</p><p>On average, investors who bought inflation assets on those triggers suffered losses over the next year: commodities -10%, value vs growth -2%, EU vs US equities -3% and cyclical vs defensives -1%. Only TIPS and small vs large saw positive average returns. And today, 10-year TIPS yield -0.93%, just 19bps from record lows.</p><p>In conclusion, Woodard writes that \"<b><i>the best time to buy inflation protection would be after the next “natural” recession, not when inflation expectations are already at 13-year highs.\"</i></b></p><p>While that may true, one thing Woodard refuses to admit - or perhaps forgot to acknowledge - is that in a world where even the BIS admits it is in the business of manipulating gold lower, crypto has emerged as the best inflation hedge in the world. In that case, his entire argument about \"expensive\" inflation hedges can be thrown out, because one look at the return of bitcoin, ethereum, or the various DeFi tokens in the past year, and the conclusion is that the market is convinced that what is coming will make the Weimar and Zimbabwe hyperinflations seem like a walk in the park...</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>Three Places Where \"Permanently\" Higher Inflation Could Come From</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\">\nThree Places Where \"Permanently\" Higher Inflation Could Come From\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...... a ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195374535","content_text":"Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...... a talking point which will merely underscore therecent surge in inflation fears across both companies(who can pass these rising costs on to consumers)...... and consumers (who can't).Yet while households are growing more convinced with each passing day that higher prices will stick, with the NY Fed's latest survey of consumer expectations revealing that over the next year consumers anticipate gasoline prices jumping 9.18%, food prices gaining 5.79%, medical costs surging 9.13%, the price of a college education climbing 5.93%, and rent prices increasing 9.49%...... neither the Fed, nor sellside analysts are willing to concede as much yet. Take BofA's chief economist Michelle Meyer,who expects core PCE inflation, the Fed’s preferred measure, to peak at 2.3% this quarter, before settling back down to 1.9% by the end of 2021.Meyer then expects prices to trend slightly higher over the medium term, eventually surpassing the Fed’s target consistently enough (and in an environment of full employment) that interest rate hikes will be warranted, possibly not until the second half 2023.Needless to say, the market disagrees, and especially the bond market, where traders are pricing in far more inflation and faster Fed hikes than that. But, as BofA's Jared Woodard notes, they often do, and are usually very early: as shown in the chart below, since 2007, rates implied by Fed funds futures have been, on average, 54bp higher than actual interest rates one year later.But maybe this time will be different? As Woodard counters, the challenge for those who expect permanently higher or harmful inflation is to explain where it will come from. In response, the BofA strategist says he can see three possible sources of \"permanent\" inflation, if no no plausible ones.1. Scarce goodsIn 2020, many firms cut capacity and reduced inventories, expecting a long recession. The faster rebound has meant shortages in lumber, corn, copper, etc. Some bottlenecks may lack quick fixes (e.g. semiconductors), but many others can be resolved.More importantly, whether necessitated by Covid or by the reorientation of supply chains toward reliable democracies, a period of higher capex should be tolerable. Many companies have proven pricing power, and in Q1, US corporate profit margins are at record highs.Scarce workersWoodard then predicts that there are also good reasons to think that any sharp surge in wages will end by Q4 for the following reasons:Labor supply is set to rise sharply.Generous unemployment insurance benefits expire in September,children will return to public schools,health concerns will be alleviated,firms will be able to hire from a broader pool of remote workers.Indeed, we have 9.8 million unemployed workers and BofA economists expect an additional 2mm+ returning to the labor force by the fall, by which point the Biden unemployment checks will have expired.Meanwhile, those widespread reports of employers offering hiring bonuses...... are a sign of a temporary mismatch, not an incipient spiral. \"A bonus is not a raise\", according to BofA... although it's a key part of one's compensation - we wonder how many BofA bankers would work without one.In any case, BofA believes that a higher long-term trend in wage growth would be positive for GDP and productivity: of the firms that said they will not raise capex in the latest Duke CFO survey, 2/3 said it is because they “have no need to expand capacity.” Persistent higher demand is necessary for sustained corporate investment. It’s, therefore, hard even to imagine a wage-spiral tail risk according to Woodard who argues thatit would take steady wage gains of 10-12% to push inflation to the levels of the 1970s & 80s......and the US economy is structured very differently today. Non-elite unions are politically toothless. Technology penetrates every industry. The offshoring of more services is coming.Excess demandThe last argument against persistent inflation is that there are also no signs of excess demand. The latest BofA consumer appears to affirm a “fiscal liquidity trap” thesis.High-income households have excess savings, but history shows they don’t spend; and a chill in high-income spending is more likely in 2021 from the threat of higher taxes (Ricardian equivalence);Low-income households received excess stimulus but their spending has already peaked (Exhibit 7) and <10% of new rounds of stimulus are being spent (Exhibit 8).While we are confident that many readers will disagree, Woodard concludes that \"in sum, we expect high inflation levels to be transitory because structural deflationary forces are very strong, most supply shortages can be resolved, wage increases are modest (and helpful long-term in any case), and there is no evidence of excess demand.\"Bullshit, you say. Between the trillions in stimulus and the monetary pump, this time is different.Perhaps, but there is another problem: anyone wishing to hedge against soaring inflation faces a daunting high cost (one could almost say \"inflationary\" cost).As shown in the chart below, historical data show that a permanent portfolio allocation to inflation assets only hurts returns (unlike a deflationary bias). Allocating $1 in 1974 equally to a basket of commodities, gold, global value, and European equities - i.e. inflationary assets -  was worth $38 today; at the same time, an allocation to IG corporate bonds, Treasuries, US growth stocks, and the S&P 500 was worth $104.Curiously, even a tactical allocation imposes a significant cost unless timed perfectly. BofA economists expect 3.6% average inflation for Q2. Over the last 30 years, there were five occasions when CPI surged above that level (May’01, Sept’05, June’06, Oct’07, June’11).On average, investors who bought inflation assets on those triggers suffered losses over the next year: commodities -10%, value vs growth -2%, EU vs US equities -3% and cyclical vs defensives -1%. Only TIPS and small vs large saw positive average returns. And today, 10-year TIPS yield -0.93%, just 19bps from record lows.In conclusion, Woodard writes that \"the best time to buy inflation protection would be after the next “natural” recession, not when inflation expectations are already at 13-year highs.\"While that may true, one thing Woodard refuses to admit - or perhaps forgot to acknowledge - is that in a world where even the BIS admits it is in the business of manipulating gold lower, crypto has emerged as the best inflation hedge in the world. In that case, his entire argument about \"expensive\" inflation hedges can be thrown out, because one look at the return of bitcoin, ethereum, or the various DeFi tokens in the past year, and the conclusion is that the market is convinced that what is coming will make the Weimar and Zimbabwe hyperinflations seem like a walk in the park...","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199665962,"gmtCreate":1620700738356,"gmtModify":1634196988452,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Comment on mine thx","listText":"Comment on mine thx","text":"Comment on mine thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199665962","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171494601,"gmtCreate":1626754782603,"gmtModify":1631893828093,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/171494601","repostId":"1166035606","repostType":4,"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183538124,"gmtCreate":1623335191568,"gmtModify":1634034432106,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest. Comment and like pls","listText":"Latest. Comment and like pls","text":"Latest. Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183538124","repostId":"1193863762","repostType":4,"repost":{"id":"1193863762","kind":"news","pubTimestamp":1623334800,"share":"https://www.laohu8.com/m/news/1193863762?lang=&edition=full","pubTime":"2021-06-10 22:20","market":"us","language":"en","title":"Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863762","media":"seekingalpha","summary":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer","content":"<p>(June 10)&nbsp;Semiconductor&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><a href=\"https://laohu8.com/NW/1163875762\" target=\"_blank\"><b>Related:&nbsp;Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom</b></a><b></b></p>\n<p><img src=\"https://static.tigerbbs.com/eb703ee8165d2dc48c5550db47dfebc7\" tg-width=\"303\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>According to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.</p>\n<p>The most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.</p>\n<p>In 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.</p>\n<p>For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.</p>\n<p>Related stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI)&nbsp;+24.7%, On Semiconducter(NASDAQ:ON)&nbsp;+14.85%, Intel(NASDAQ:INTC)&nbsp;+14.4%,&nbsp; and, TSMC(NYSE:TSM)&nbsp;+6.3%.</p>\n<p>ETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.</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>Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022</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\">\nGlobal Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","TSM":"台积电","INTC":"英特尔","ON":"安森美半导体"},"source_url":"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863762","content_text":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.\nThe most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.\nIn 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.\nFor 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.\nRelated stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI) +24.7%, On Semiconducter(NASDAQ:ON) +14.85%, Intel(NASDAQ:INTC) +14.4%,  and, TSMC(NYSE:TSM) +6.3%.\nETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.","news_type":1,"symbols_score_info":{"INTC":0.9,"NXPI":0.9,"ON":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138629088,"gmtCreate":1621935851444,"gmtModify":1634185366042,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/138629088","repostId":"2138661511","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130896250,"gmtCreate":1621521886270,"gmtModify":1634188420460,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Yoyoyoo&nbsp;","listText":"Yoyoyoo&nbsp;","text":"Yoyoyoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130896250","repostId":"2136010949","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196823734,"gmtCreate":1621043302228,"gmtModify":1634194364199,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196823734","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</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>Why AMC Entertainment Stock Jumped Again Friday</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\">\nWhy AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193408578,"gmtCreate":1620805462094,"gmtModify":1634196164296,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/193408578","repostId":"1195374535","repostType":4,"repost":{"id":"1195374535","kind":"news","pubTimestamp":1620805173,"share":"https://www.laohu8.com/m/news/1195374535?lang=&edition=full","pubTime":"2021-05-12 15:39","market":"us","language":"en","title":"Three Places Where \"Permanently\" Higher Inflation Could Come From","url":"https://stock-news.laohu8.com/highlight/detail?id=1195374535","media":"zerohedge","summary":"Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the","content":"<p>Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...</p><p><img src=\"https://static.tigerbbs.com/27af6e7edc6cbaf6b622fb05b58c3c4b\" tg-width=\"719\" tg-height=\"451\" referrerpolicy=\"no-referrer\"></p><p>... a talking point which will merely underscore therecent surge in inflation fears across both companies(who can pass these rising costs on to consumers)...</p><p><img src=\"https://static.tigerbbs.com/4a68a52569c972ded6b731f135eea4d6\" tg-width=\"811\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>... and consumers (who can't).</p><p><img src=\"https://static.tigerbbs.com/e5e6c688cc8aadf696b91436b5817082\" tg-width=\"1260\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p>Yet while households are growing more convinced with each passing day that higher prices will stick, with the NY Fed's latest survey of consumer expectations revealing that over the next year consumers anticipate gasoline prices jumping 9.18%, food prices gaining 5.79%, medical costs surging 9.13%, the price of a college education climbing 5.93%, and rent prices increasing 9.49%...</p><p><img src=\"https://static.tigerbbs.com/61a55ee10178ca6be09900dc2a1499ad\" tg-width=\"720\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>... neither the Fed, nor sellside analysts are willing to concede as much yet. Take BofA's chief economist Michelle Meyer,<b>who expects core PCE inflation, the Fed’s preferred measure, to peak at 2.3% this quarter, before settling back down to 1.9% by the end of 2021.</b>Meyer then expects prices to trend slightly higher over the medium term, eventually surpassing the Fed’s target consistently enough (and in an environment of full employment) that interest rate hikes will be warranted, possibly not until the second half 2023.</p><p>Needless to say, the market disagrees, and especially the bond market, where traders are pricing in far more inflation and faster Fed hikes than that. But, as BofA's Jared Woodard notes, they often do, and are usually very early: as shown in the chart below, since 2007, rates implied by Fed funds futures have been, on average, 54bp higher than actual interest rates one year later.</p><p><img src=\"https://static.tigerbbs.com/2a9e3f386c0eb83cb85332166639cfc2\" tg-width=\"814\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>But maybe this time will be different? As Woodard counters, the challenge for those who expect permanently higher or harmful inflation is to explain where it will come from. In response, the BofA strategist says he can see three possible sources of \"permanent\" inflation, if no no plausible ones.</p><p><b>1. Scarce goods</b></p><p>In 2020, many firms cut capacity and reduced inventories, expecting a long recession. The faster rebound has meant shortages in lumber, corn, copper, etc. Some bottlenecks may lack quick fixes (e.g. semiconductors), but many others can be resolved.</p><p><img src=\"https://static.tigerbbs.com/0d139daae62b51fa851325f547b12ff6\" tg-width=\"574\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p>More importantly, whether necessitated by Covid or by the reorientation of supply chains toward reliable democracies, a period of higher capex should be tolerable. Many companies have proven pricing power, and in Q1, US corporate profit margins are at record highs.</p><p><img src=\"https://static.tigerbbs.com/55166877bb7a954c6ecb42099092803a\" tg-width=\"572\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><b>Scarce workers</b></p><p>Woodard then predicts that there are also good reasons to think that any sharp surge in wages will end by Q4 for the following reasons:</p><ul><li>Labor supply is set to rise sharply.</li><li>Generous unemployment insurance benefits expire in September,</li><li>children will return to public schools,</li><li>health concerns will be alleviated,</li><li>firms will be able to hire from a broader pool of remote workers.</li></ul><p>Indeed, we have 9.8 million unemployed workers and BofA economists expect an additional 2mm+ returning to the labor force by the fall, by which point the Biden unemployment checks will have expired.</p><p>Meanwhile, those widespread reports of employers offering hiring bonuses...</p><p>... are a sign of a temporary mismatch, not an incipient spiral. \"A bonus is not a raise\", according to BofA... although it's a key part of one's compensation - we wonder how many BofA bankers would work without one.</p><p>In any case, BofA believes that a higher long-term trend in wage growth would be positive for GDP and productivity: of the firms that said they will not raise capex in the latest Duke CFO survey, 2/3 said it is because they “have no need to expand capacity.” Persistent higher demand is necessary for sustained corporate investment. It’s, therefore, hard even to imagine a wage-spiral tail risk according to Woodard who argues that<b>it would take steady wage gains of 10-12% to push inflation to the levels of the 1970s &amp; 80s...</b></p><p><img src=\"https://static.tigerbbs.com/f79bff1023630f5919adc5fbbad205fd\" tg-width=\"806\" tg-height=\"575\" referrerpolicy=\"no-referrer\"></p><p><b>...</b>and the US economy is structured very differently today. Non-elite unions are politically toothless. Technology penetrates every industry. The offshoring of more services is coming.</p><p><b>Excess demand</b></p><p>The last argument against persistent inflation is that there are also no signs of excess demand. The latest BofA consumer appears to affirm a “fiscal liquidity trap” thesis.</p><ul><li>High-income households have excess savings, but history shows they don’t spend; and a chill in high-income spending is more likely in 2021 from the threat of higher taxes (Ricardian equivalence);</li><li>Low-income households received excess stimulus but their spending has already peaked (Exhibit 7) and &lt;10% of new rounds of stimulus are being spent (Exhibit 8).</li></ul><p><img src=\"https://static.tigerbbs.com/5df55809f076503eeb36dc7c238671c4\" tg-width=\"1203\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p>While we are confident that many readers will disagree, Woodard concludes that \"in sum, we expect high inflation levels to be transitory because structural deflationary forces are very strong, most supply shortages can be resolved, wage increases are modest (and helpful long-term in any case), and there is no evidence of excess demand.\"</p><p>Bullshit, you say. Between the trillions in stimulus and the monetary pump, this time is different.</p><p>Perhaps, but there is another problem: anyone wishing to hedge against soaring inflation faces a daunting high cost (one could almost say \"inflationary\" cost).</p><p>As shown in the chart below, historical data show that a permanent portfolio allocation to inflation assets only hurts returns (unlike a deflationary bias). Allocating $1 in 1974 equally to a basket of commodities, gold, global value, and European equities - i.e. inflationary assets -&nbsp; was worth $38 today; at the same time, an allocation to IG corporate bonds, Treasuries, US growth stocks, and the S&amp;P 500 was worth $104.</p><p><img src=\"https://static.tigerbbs.com/7e8b7135501c05cacea099ec1152a385\" tg-width=\"815\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p><p>Curiously, even a tactical allocation imposes a significant cost unless timed perfectly. BofA economists expect 3.6% average inflation for Q2. Over the last 30 years, there were five occasions when CPI surged above that level (May’01, Sept’05, June’06, Oct’07, June’11).</p><p>On average, investors who bought inflation assets on those triggers suffered losses over the next year: commodities -10%, value vs growth -2%, EU vs US equities -3% and cyclical vs defensives -1%. Only TIPS and small vs large saw positive average returns. And today, 10-year TIPS yield -0.93%, just 19bps from record lows.</p><p>In conclusion, Woodard writes that \"<b><i>the best time to buy inflation protection would be after the next “natural” recession, not when inflation expectations are already at 13-year highs.\"</i></b></p><p>While that may true, one thing Woodard refuses to admit - or perhaps forgot to acknowledge - is that in a world where even the BIS admits it is in the business of manipulating gold lower, crypto has emerged as the best inflation hedge in the world. In that case, his entire argument about \"expensive\" inflation hedges can be thrown out, because one look at the return of bitcoin, ethereum, or the various DeFi tokens in the past year, and the conclusion is that the market is convinced that what is coming will make the Weimar and Zimbabwe hyperinflations seem like a walk in the park...</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>Three Places Where \"Permanently\" Higher Inflation Could Come From</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\">\nThree Places Where \"Permanently\" Higher Inflation Could Come From\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...... a ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/three-places-where-permanently-higher-inflation-could-come","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195374535","content_text":"Tomorrow we get a CPI number which according to consensus at least, will be historic: it will be the first 0.3% sequential increase in core (not the much higher headline) prices this century...... a talking point which will merely underscore therecent surge in inflation fears across both companies(who can pass these rising costs on to consumers)...... and consumers (who can't).Yet while households are growing more convinced with each passing day that higher prices will stick, with the NY Fed's latest survey of consumer expectations revealing that over the next year consumers anticipate gasoline prices jumping 9.18%, food prices gaining 5.79%, medical costs surging 9.13%, the price of a college education climbing 5.93%, and rent prices increasing 9.49%...... neither the Fed, nor sellside analysts are willing to concede as much yet. Take BofA's chief economist Michelle Meyer,who expects core PCE inflation, the Fed’s preferred measure, to peak at 2.3% this quarter, before settling back down to 1.9% by the end of 2021.Meyer then expects prices to trend slightly higher over the medium term, eventually surpassing the Fed’s target consistently enough (and in an environment of full employment) that interest rate hikes will be warranted, possibly not until the second half 2023.Needless to say, the market disagrees, and especially the bond market, where traders are pricing in far more inflation and faster Fed hikes than that. But, as BofA's Jared Woodard notes, they often do, and are usually very early: as shown in the chart below, since 2007, rates implied by Fed funds futures have been, on average, 54bp higher than actual interest rates one year later.But maybe this time will be different? As Woodard counters, the challenge for those who expect permanently higher or harmful inflation is to explain where it will come from. In response, the BofA strategist says he can see three possible sources of \"permanent\" inflation, if no no plausible ones.1. Scarce goodsIn 2020, many firms cut capacity and reduced inventories, expecting a long recession. The faster rebound has meant shortages in lumber, corn, copper, etc. Some bottlenecks may lack quick fixes (e.g. semiconductors), but many others can be resolved.More importantly, whether necessitated by Covid or by the reorientation of supply chains toward reliable democracies, a period of higher capex should be tolerable. Many companies have proven pricing power, and in Q1, US corporate profit margins are at record highs.Scarce workersWoodard then predicts that there are also good reasons to think that any sharp surge in wages will end by Q4 for the following reasons:Labor supply is set to rise sharply.Generous unemployment insurance benefits expire in September,children will return to public schools,health concerns will be alleviated,firms will be able to hire from a broader pool of remote workers.Indeed, we have 9.8 million unemployed workers and BofA economists expect an additional 2mm+ returning to the labor force by the fall, by which point the Biden unemployment checks will have expired.Meanwhile, those widespread reports of employers offering hiring bonuses...... are a sign of a temporary mismatch, not an incipient spiral. \"A bonus is not a raise\", according to BofA... although it's a key part of one's compensation - we wonder how many BofA bankers would work without one.In any case, BofA believes that a higher long-term trend in wage growth would be positive for GDP and productivity: of the firms that said they will not raise capex in the latest Duke CFO survey, 2/3 said it is because they “have no need to expand capacity.” Persistent higher demand is necessary for sustained corporate investment. It’s, therefore, hard even to imagine a wage-spiral tail risk according to Woodard who argues thatit would take steady wage gains of 10-12% to push inflation to the levels of the 1970s & 80s......and the US economy is structured very differently today. Non-elite unions are politically toothless. Technology penetrates every industry. The offshoring of more services is coming.Excess demandThe last argument against persistent inflation is that there are also no signs of excess demand. The latest BofA consumer appears to affirm a “fiscal liquidity trap” thesis.High-income households have excess savings, but history shows they don’t spend; and a chill in high-income spending is more likely in 2021 from the threat of higher taxes (Ricardian equivalence);Low-income households received excess stimulus but their spending has already peaked (Exhibit 7) and <10% of new rounds of stimulus are being spent (Exhibit 8).While we are confident that many readers will disagree, Woodard concludes that \"in sum, we expect high inflation levels to be transitory because structural deflationary forces are very strong, most supply shortages can be resolved, wage increases are modest (and helpful long-term in any case), and there is no evidence of excess demand.\"Bullshit, you say. Between the trillions in stimulus and the monetary pump, this time is different.Perhaps, but there is another problem: anyone wishing to hedge against soaring inflation faces a daunting high cost (one could almost say \"inflationary\" cost).As shown in the chart below, historical data show that a permanent portfolio allocation to inflation assets only hurts returns (unlike a deflationary bias). Allocating $1 in 1974 equally to a basket of commodities, gold, global value, and European equities - i.e. inflationary assets -  was worth $38 today; at the same time, an allocation to IG corporate bonds, Treasuries, US growth stocks, and the S&P 500 was worth $104.Curiously, even a tactical allocation imposes a significant cost unless timed perfectly. BofA economists expect 3.6% average inflation for Q2. Over the last 30 years, there were five occasions when CPI surged above that level (May’01, Sept’05, June’06, Oct’07, June’11).On average, investors who bought inflation assets on those triggers suffered losses over the next year: commodities -10%, value vs growth -2%, EU vs US equities -3% and cyclical vs defensives -1%. Only TIPS and small vs large saw positive average returns. And today, 10-year TIPS yield -0.93%, just 19bps from record lows.In conclusion, Woodard writes that \"the best time to buy inflation protection would be after the next “natural” recession, not when inflation expectations are already at 13-year highs.\"While that may true, one thing Woodard refuses to admit - or perhaps forgot to acknowledge - is that in a world where even the BIS admits it is in the business of manipulating gold lower, crypto has emerged as the best inflation hedge in the world. In that case, his entire argument about \"expensive\" inflation hedges can be thrown out, because one look at the return of bitcoin, ethereum, or the various DeFi tokens in the past year, and the conclusion is that the market is convinced that what is coming will make the Weimar and Zimbabwe hyperinflations seem like a walk in the park...","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163052353,"gmtCreate":1623854408372,"gmtModify":1634027004342,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163052353","repostId":"2143792542","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116031711,"gmtCreate":1622765164433,"gmtModify":1634098305490,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/116031711","repostId":"1182667134","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131320233,"gmtCreate":1621829285722,"gmtModify":1634186269718,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/131320233","repostId":"2137827351","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194828347,"gmtCreate":1621356099989,"gmtModify":1634192168019,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194828347","repostId":"2136995492","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196423250,"gmtCreate":1621094794370,"gmtModify":1634194051246,"author":{"id":"3582687913455140","authorId":"3582687913455140","name":"cklcklckl","avatar":"https://static.tigerbbs.com/b2ec6b6794830f516eea2c967e740df5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582687913455140","authorIdStr":"3582687913455140"},"themes":[],"htmlText":"Respond to my comment thx u","listText":"Respond to my comment thx u","text":"Respond to my comment thx u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/196423250","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</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>Why AMC Entertainment Stock Jumped Again Friday</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\">\nWhy AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}