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2021-11-11

$Trade Desk Inc.(TTD)$good

2021-11-11

$SINGAPORE PRESS HLDGS LTD(T39.SI)$good

2021-11-11

$SINGAPORE PRESS HLDGS LTD(T39.SI)$good

2021-11-10

$Pfizer(PFE)$huat

2021-11-01

Good

@胖虎哒哒:估值250亿美元！超豪华基石投资阵营送半导体巨头格芯出道！

2021-10-04

$Gogo(GOGO)$ , 👍👍

2021-09-24

Good

Carlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit

2021-09-23

$SINGAPORE PRESS HLDGS LTD(T39.SI)$good

2021-09-20

$Seanergy Maritime(SHIP)$ up trend

2021-09-12

Go go go

2021-09-05

Uptrend

2021-09-03

Ok

The Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September

2021-09-01

Like

Retail heat check shows mall names amongst August winners, while dollar store stocks struggled

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股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>&nbsp; 上市时间：10月28日 发行规模：5500万股，公司发售 33,00万 股普通股。大股东Mubadala出售2200万股 发行价格：42-47美元 估值：250亿美元 募资规模： 公司融资14 亿美元 募资用途： 资本支出和其他一般公司用途 主承销商:摩根士丹利、摩根大通、美国银行证券、花旗、瑞士信贷 机构持仓：根据招股书，GlobalFoundries是阿联酋主权财富基金Mubadala的全资子公司，该股本由5亿股普通股组成。这家的基石投资者阵营非常强，BlackRock, Inc、Columbia Management Investment Advisers, LLC、Fidelity Management &amp; Research Company LLC、Koch Strategic、和<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>&nbsp;公司表示有兴趣以IPO价格购买约为10.5亿美元的普通股；银湖旗下基金已同意以IPO价格购买大约7500万美元的普通股。 业务：全球第三大圆晶代工厂GlobalFoundries（格芯）成立于2009年， 是半导体圆晶代工厂之一，当时 Mubadala 的一家子公司收购了 A","listText":"本周最重磅的IPO非格芯莫属，基石投资队伍和承销商团队都非常豪华，下面一起来看看这位半导体新选手赛况如何？https://www.sec.gov/Archives/edgar/data/0001709048/000119312521301511/d192411df1a.htm招股信息 股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>&nbsp; 上市时间：10月28日 发行规模：5500万股，公司发售 33,00万 股普通股。大股东Mubadala出售2200万股 发行价格：42-47美元 估值：250亿美元 募资规模： 公司融资14 亿美元 募资用途： 资本支出和其他一般公司用途 主承销商:摩根士丹利、摩根大通、美国银行证券、花旗、瑞士信贷 机构持仓：根据招股书，GlobalFoundries是阿联酋主权财富基金Mubadala的全资子公司，该股本由5亿股普通股组成。这家的基石投资者阵营非常强，BlackRock, Inc、Columbia Management Investment Advisers, LLC、Fidelity Management &amp; Research Company LLC、Koch Strategic、和<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>&nbsp;公司表示有兴趣以IPO价格购买约为10.5亿美元的普通股；银湖旗下基金已同意以IPO价格购买大约7500万美元的普通股。 业务：全球第三大圆晶代工厂GlobalFoundries（格芯）成立于2009年， 是半导体圆晶代工厂之一，当时 Mubadala 的一家子公司收购了 A","text":"本周最重磅的IPO非格芯莫属，基石投资队伍和承销商团队都非常豪华，下面一起来看看这位半导体新选手赛况如何？https://www.sec.gov/Archives/edgar/data/0001709048/000119312521301511/d192411df1a.htm招股信息 股票代码：$GLOBALFOUNDRIES Inc.(GFS)$ 上市时间：10月28日 发行规模：5500万股，公司发售 33,00万 股普通股。大股东Mubadala出售2200万股 发行价格：42-47美元 估值：250亿美元 募资规模： 公司融资14 亿美元 募资用途： 资本支出和其他一般公司用途 主承销商:摩根士丹利、摩根大通、美国银行证券、花旗、瑞士信贷 机构持仓：根据招股书，GlobalFoundries是阿联酋主权财富基金Mubadala的全资子公司，该股本由5亿股普通股组成。这家的基石投资者阵营非常强，BlackRock, Inc、Columbia Management Investment Advisers, LLC、Fidelity Management & Research Company LLC、Koch Strategic、和$高通(QCOM)$ 公司表示有兴趣以IPO价格购买约为10.5亿美元的普通股；银湖旗下基金已同意以IPO价格购买大约7500万美元的普通股。 业务：全球第三大圆晶代工厂GlobalFoundries（格芯）成立于2009年， 是半导体圆晶代工厂之一，当时 Mubadala 的一家子公司收购了 A","images":[{"img":"https://static.tigerbbs.com/96949d663d10e680c775ffd985259af3"},{"img":"https://static.tigerbbs.com/27920e3dc79584e6992726a2dcddade3"},{"img":"https://static.tigerbbs.com/b542550f438223af55001dddfcb9f3ca"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852317690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867470512,"gmtCreate":1633311121678,"gmtModify":1633311171870,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a 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👍👍","images":[{"img":"https://static.tigerbbs.com/9f47997cfb92b7685bb7d5512c3cf97e","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867470512","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861346344,"gmtCreate":1632463241288,"gmtModify":1632464219021,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861346344","repostId":"1133170855","repostType":4,"repost":{"id":"1133170855","kind":"news","pubTimestamp":1632462252,"share":"https://ttm.financial/m/news/1133170855?lang=&edition=full","pubTime":"2021-09-24 13:44","market":"us","language":"en","title":"Carlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=1133170855","media":"Bloomberg","summary":"(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this wee","content":"<p>(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.</p>\n<p>The executive-turned-international fugitive has grown even more pessimistic about the automakers’ prospects in the 11 months since his book was first published in French. In a chapter devoted to defending his compensation, Ghosn says he demonstrated loyalty and faith in the companies by hanging onto their stock after his November 2018 arrest.</p>\n<p>“I am not anymore a shareholder of Nissan, thank god,” Ghosn said Wednesday in a video interview from Beirut. He’s lived there since fleeing Japan in late 2019 to avoid trial over various charges of financial impropriety.</p>\n<p>The Renault-Nissan alliance — forged when Ghosn was dispatched in 1999 to save the then-nearly bankrupt Japanese carmaker — is “doomed” due to lingering power struggles, its former chairman said. He still has claim to a stake in Renault via shares the French government seized as part of an ongoing tax-residency investigation.</p>\n<p>“It’s not because I trust management — I do not,” Ghosn said. “It’s because I have no choice.”</p>\n<p>Representatives for Nissan and Renault declined to comment. The two companies combined have lost almost $30 billion in market value since his arrest.</p>\n<p>Nissan posted two consecutive years of losses after Ghosn was arrested on charges of financial misconduct. Last year, the company unveiled a turnaround plan that calls for shuttering production lines and sacrificing market share for profitability. Along with automotive rivals the world over, it’s been sideswiped by the pandemic and crippling shortage of semiconductors.</p>\n<p>Renault also has taken drastic steps since Ghosn’s exit, slashing thousands of jobs and paring back manufacturing capacity after a record annual loss. While the automaker swung to a profit in the first half of this year, its bounce-back from the early days of the pandemic has been muted by over-reliance on Europe, where car sales are recovering more slowly than in China or the U.S.</p>\n<p>Carlos Ghosn’s Downfall at Nissan and the Aftermath: QuickTake</p>\n<p>Ghosn, 67, has denied charges leveled against him and said he’s already working on a sequel to his tome initially published in November of last year. The effort reflects a desire to defend his legacy as the globe-trotting CEO who managed three automakers at once before a dramatic downfall.</p>\n<p>He acknowledged that the trial of Greg Kelly, his former deputy at Nissan who was indicted in Japan for allegedly helping Ghosn under-report income, will serve as a proxy for how he is ultimately judged. Kelly’s lawyers are set to deliver their closing arguments next month, with a verdict scheduled for February.</p>\n<p>While Ghosn remains holed up in Beirut after jumping bail with the help of a former U.S. Green Beret and his son — who are both serving jail time in Japan for their role in the escape — he’s continuing legal battles with France and the Netherlands.</p>\n<p>Last month, he appealed a Dutch court’s ruling that he should pay almost 5 million euros ($5.8 million) to a local unit of Nissan.</p>\n<p>“I’m personally reasonably optimistic about the appeal,” he said in the interview. “If there is no bad faith from my part, how can I reimburse money which is owed to me?”</p>\n<p>Ghosn has also been accused by France of siphoning Renault funds to pay for a yacht and Versailles Palace birthday party for his wife. Authorities are investigating his interactions with a car distributor in Oman as well as payments a Dutch subsidiary of Renault and Nissan made to consultants.</p>\n<p>Ghosn believes Japan’s legal system is incapable of rendering justice appropriately and that the French probe is being heavily influenced by Japanese prosecutors. But he’s still hopeful he can salvage his reputation.</p>\n<p>“As long as you are not cleared in Japan, there will always be a doubt on you,” Ghosn said. “But I accept a second-best position. This first position is impossible. The second-best position is to be cleared by another court somewhere else.”</p>","source":"lsy1612507957220","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>Carlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit</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\">\nCarlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-24 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.\nThe executive-...</p>\n\n<a href=\"https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133170855","content_text":"(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.\nThe executive-turned-international fugitive has grown even more pessimistic about the automakers’ prospects in the 11 months since his book was first published in French. In a chapter devoted to defending his compensation, Ghosn says he demonstrated loyalty and faith in the companies by hanging onto their stock after his November 2018 arrest.\n“I am not anymore a shareholder of Nissan, thank god,” Ghosn said Wednesday in a video interview from Beirut. He’s lived there since fleeing Japan in late 2019 to avoid trial over various charges of financial impropriety.\nThe Renault-Nissan alliance — forged when Ghosn was dispatched in 1999 to save the then-nearly bankrupt Japanese carmaker — is “doomed” due to lingering power struggles, its former chairman said. He still has claim to a stake in Renault via shares the French government seized as part of an ongoing tax-residency investigation.\n“It’s not because I trust management — I do not,” Ghosn said. “It’s because I have no choice.”\nRepresentatives for Nissan and Renault declined to comment. The two companies combined have lost almost $30 billion in market value since his arrest.\nNissan posted two consecutive years of losses after Ghosn was arrested on charges of financial misconduct. Last year, the company unveiled a turnaround plan that calls for shuttering production lines and sacrificing market share for profitability. Along with automotive rivals the world over, it’s been sideswiped by the pandemic and crippling shortage of semiconductors.\nRenault also has taken drastic steps since Ghosn’s exit, slashing thousands of jobs and paring back manufacturing capacity after a record annual loss. While the automaker swung to a profit in the first half of this year, its bounce-back from the early days of the pandemic has been muted by over-reliance on Europe, where car sales are recovering more slowly than in China or the U.S.\nCarlos Ghosn’s Downfall at Nissan and the Aftermath: QuickTake\nGhosn, 67, has denied charges leveled against him and said he’s already working on a sequel to his tome initially published in November of last year. The effort reflects a desire to defend his legacy as the globe-trotting CEO who managed three automakers at once before a dramatic downfall.\nHe acknowledged that the trial of Greg Kelly, his former deputy at Nissan who was indicted in Japan for allegedly helping Ghosn under-report income, will serve as a proxy for how he is ultimately judged. Kelly’s lawyers are set to deliver their closing arguments next month, with a verdict scheduled for February.\nWhile Ghosn remains holed up in Beirut after jumping bail with the help of a former U.S. Green Beret and his son — who are both serving jail time in Japan for their role in the escape — he’s continuing legal battles with France and the Netherlands.\nLast month, he appealed a Dutch court’s ruling that he should pay almost 5 million euros ($5.8 million) to a local unit of Nissan.\n“I’m personally reasonably optimistic about the appeal,” he said in the interview. “If there is no bad faith from my part, how can I reimburse money which is owed to me?”\nGhosn has also been accused by France of siphoning Renault funds to pay for a yacht and Versailles Palace birthday party for his wife. Authorities are investigating his interactions with a car distributor in Oman as well as payments a Dutch subsidiary of Renault and Nissan made to consultants.\nGhosn believes Japan’s legal system is incapable of rendering justice appropriately and that the French probe is being heavily influenced by Japanese prosecutors. But he’s still hopeful he can salvage his reputation.\n“As long as you are not cleared in Japan, there will always be a doubt on you,” Ghosn said. “But I accept a second-best position. This first position is impossible. The second-best position is to be cleared by another court somewhere else.”","news_type":1,"symbols_score_info":{"NSANY":0.9}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863804369,"gmtCreate":1632370047751,"gmtModify":1632800847760,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","listText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","text":"$SINGAPORE PRESS HLDGS LTD(T39.SI)$good","images":[{"img":"https://static.tigerbbs.com/cfce20e7a03aa973ff04561f2d5ed2d2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863804369","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860995355,"gmtCreate":1632116131877,"gmtModify":1632802726497,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SHIP\">$Seanergy Maritime(SHIP)$</a>&nbsp;up trend","listText":"<a href=\"https://laohu8.com/S/SHIP\">$Seanergy Maritime(SHIP)$</a>&nbsp;up trend","text":"$Seanergy Maritime(SHIP)$ up trend","images":[{"img":"https://static.tigerbbs.com/1c646e4e5826a5bc0a93688243c9d63d","width":"1080","height":"3543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860995355","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888946252,"gmtCreate":1631426773176,"gmtModify":1632810467020,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[{"img":"https://static.tigerbbs.com/eda6e5fb269cd611801a36892e8864ba","width":"1080","height":"3543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888946252","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814576574,"gmtCreate":1630852548998,"gmtModify":1632905517719,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Uptrend&nbsp;","listText":"Uptrend&nbsp;","text":"Uptrend","images":[{"img":"https://static.tigerbbs.com/fa445c692fe82a5e8683d7e264b0069d","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814576574","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815092833,"gmtCreate":1630628672022,"gmtModify":1632469708224,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815092833","repostId":"1191815337","repostType":4,"repost":{"id":"1191815337","kind":"news","pubTimestamp":1630627840,"share":"https://ttm.financial/m/news/1191815337?lang=&edition=full","pubTime":"2021-09-03 08:10","market":"us","language":"en","title":"The Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September","url":"https://stock-news.laohu8.com/highlight/detail?id=1191815337","media":"zerohedge","summary":"From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting","content":"<p>From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...</p>\n<p><img src=\"https://static.tigerbbs.com/7076de5ca2ad0449cc411eb7af1aaf37\" tg-width=\"966\" tg-height=\"528\" width=\"100%\" height=\"auto\">Nomura's Charlie McElligott notes that<b>the (options market) “tail” continues to wag the (cash equities market) “dog,” crunched by “yield enhancement” / “income generating” overwriting flows</b>(that even The FT is starting to pay attention to).</p>\n<p>The surge into these 'overwriting' funds...</p>\n<p><img src=\"https://static.tigerbbs.com/ca90f6652e83b4d50274c525d9d8e0f0\" tg-width=\"738\" tg-height=\"466\" width=\"100%\" height=\"auto\"></p>\n<p>...has stuffed dealers to the gills with gamma and delta exposures at extreme levels...</p>\n<p><img src=\"https://static.tigerbbs.com/6477f30c8b5147bbb69d941e6aeebfe3\" tg-width=\"1037\" tg-height=\"314\" width=\"100%\" height=\"auto\">For some context on what this means, the Nomura strategist explains:</p>\n<blockquote>\n The cumulative flows from the “Gamma Hammer” strangle-seller alone (2 clips a day, ~3x’s a week in approximately 2-3 week expiration 20d strangles) has Dealers long ~$3B in Gamma (and at a cost of nearly ~5.0mm / day in decay) -\n <b>which means that for a generic 100bps selloff, desks would in theory be in the mkt buying ~$2.5B of futures - which in-turn prevents any nascent selloff from developing thanks to said “insulation”</b>\n</blockquote>\n<p>Which is obvious when we see there hasn't been a 3bps drawdown since May...</p>\n<p><img src=\"https://static.tigerbbs.com/26b7bf4799004c692996b8cba846acf4\" tg-width=\"1256\" tg-height=\"555\" width=\"100%\" height=\"auto\">But, McElligott's<b>focus is on the mid-September period as the point where US Equities may locally “peak”:</b></p>\n<blockquote>\n <b>...</b>as the now well-publicized Op-Ex cycle “volatility expansion” phenomenon&nbsp;\n <i>(VIX 15th, index / ETFs 17th&nbsp;and set-up for</i>\n <i><b>another large “Gamma unclench”</b></i>\n <i>occurring while then too losing aforementioned Vanna- and Charm- supports into this large serial / qtrly expiration)</i>&nbsp;\n <b>coinciding with the “buyback blackout”</b>kicking-off for US Financials in that 3rd&nbsp;week of September…\n <i>and</i>\n <i><b>all ahead of the FOMC on the 22nd</b></i>\n</blockquote>\n<p>Specifically, McElligott notes that<b>The Fed timing here is particularly meaningful</b>- not because the potential for an “official” announcement of “tapering” is some massive deal to markets (I believe we are well past that now) - but more because the potential for movement in the Committee’s economic projections and thus, the “dots,” which could cause some Rates upheaval after being firmly parked within their own range-trade hellscape for the past two months themselves (UST 10Y yields ~1.10-1.40).</p>\n<p>And because of the potential for US Rates volatility around / after the 22nd Fed meeting as the market resets expectations on both the future path of hikes (off the new economic projections) and tapering,<b>I think this “event risk” could then decrease the supply of “short vol” which has been conditioned to step-in the moment that volatility typically expands</b>(i.e. around the Op-Ex cycle, which has finally gone “mainstream” and seemingly now trades like it too….see this past weekend’s write-up from Bloomberg “Options Turn Upheavals Into a Mid-Month Sure Thing for S&amp;P 500”).</p>\n<p><b>This could mean a longer period without the support that comes from said “short vol” flows reflexively swooping-in to save the day, which over the past decade + have acted to reset nascent spikes in volatility and stop the bleeding</b>—IF this time we were to see those flows on hold due to the FOMC event risk a week later, their potential absence could allow for the “delta one” flow to hold more sway than usual of late (all that EPIC $Delta from index / ETF options as a source of de-risking flow, as well as Vol Control strategy de-allocation supply into an rVol move higher off of such an absolutely low base).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...</p>\n\n<a href=\"https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191815337","content_text":"From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...\nNomura's Charlie McElligott notes thatthe (options market) “tail” continues to wag the (cash equities market) “dog,” crunched by “yield enhancement” / “income generating” overwriting flows(that even The FT is starting to pay attention to).\nThe surge into these 'overwriting' funds...\n\n...has stuffed dealers to the gills with gamma and delta exposures at extreme levels...\nFor some context on what this means, the Nomura strategist explains:\n\n The cumulative flows from the “Gamma Hammer” strangle-seller alone (2 clips a day, ~3x’s a week in approximately 2-3 week expiration 20d strangles) has Dealers long ~$3B in Gamma (and at a cost of nearly ~5.0mm / day in decay) -\n which means that for a generic 100bps selloff, desks would in theory be in the mkt buying ~$2.5B of futures - which in-turn prevents any nascent selloff from developing thanks to said “insulation”\n\nWhich is obvious when we see there hasn't been a 3bps drawdown since May...\nBut, McElligott'sfocus is on the mid-September period as the point where US Equities may locally “peak”:\n\n...as the now well-publicized Op-Ex cycle “volatility expansion” phenomenon \n (VIX 15th, index / ETFs 17th and set-up for\nanother large “Gamma unclench”\noccurring while then too losing aforementioned Vanna- and Charm- supports into this large serial / qtrly expiration) \n coinciding with the “buyback blackout”kicking-off for US Financials in that 3rd week of September…\n and\nall ahead of the FOMC on the 22nd\n\nSpecifically, McElligott notes thatThe Fed timing here is particularly meaningful- not because the potential for an “official” announcement of “tapering” is some massive deal to markets (I believe we are well past that now) - but more because the potential for movement in the Committee’s economic projections and thus, the “dots,” which could cause some Rates upheaval after being firmly parked within their own range-trade hellscape for the past two months themselves (UST 10Y yields ~1.10-1.40).\nAnd because of the potential for US Rates volatility around / after the 22nd Fed meeting as the market resets expectations on both the future path of hikes (off the new economic projections) and tapering,I think this “event risk” could then decrease the supply of “short vol” which has been conditioned to step-in the moment that volatility typically expands(i.e. around the Op-Ex cycle, which has finally gone “mainstream” and seemingly now trades like it too….see this past weekend’s write-up from Bloomberg “Options Turn Upheavals Into a Mid-Month Sure Thing for S&P 500”).\nThis could mean a longer period without the support that comes from said “short vol” flows reflexively swooping-in to save the day, which over the past decade + have acted to reset nascent spikes in volatility and stop the bleeding—IF this time we were to see those flows on hold due to the FOMC event risk a week later, their potential absence could allow for the “delta one” flow to hold more sway than usual of late (all that EPIC $Delta from index / ETF options as a source of de-risking flow, as well as Vol Control strategy de-allocation supply into an rVol move higher off of such an absolutely low base).","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816360028,"gmtCreate":1630467860564,"gmtModify":1633677831668,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816360028","repostId":"1189512968","repostType":4,"repost":{"id":"1189512968","kind":"news","pubTimestamp":1630462873,"share":"https://ttm.financial/m/news/1189512968?lang=&edition=full","pubTime":"2021-09-01 10:21","market":"us","language":"en","title":"Retail heat check shows mall names amongst August winners, while dollar store stocks struggled","url":"https://stock-news.laohu8.com/highlight/detail?id=1189512968","media":"seekingalpha","summary":"One of the more important developments in the retail sector during August was the spotlight thrown o","content":"<p>One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a huge summer spending surge at malls, off-price retailers, big box retailers and specialty retailers. For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.</p>\n<p>The biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS)&nbsp;+36%, Macy's(NYSE:M)&nbsp;+32%, Express(NYSE:EXPR)&nbsp;+26%, <a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a>(NYSE:<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>)&nbsp;+24%&nbsp;and <a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>(NYSE:WSM)&nbsp;+22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while <a href=\"https://laohu8.com/S/GPS\">Gap</a>(NYSE:GPS)was a mall sector disappointment with an&nbsp;8.3% drop&nbsp;for the month. Walmart(NYSE:WMT)&nbsp;+3.6%&nbsp;and <a href=\"https://laohu8.com/S/COST\">Costco</a>(NASDAQ:COST)&nbsp;+6.2%&nbsp;were August winners, while <a href=\"https://laohu8.com/S/TGT\">Target</a>(NYSE:TGT)gave back some its huge YTD gain with a&nbsp;4.2% decline. There were also monthly losses for <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a>(NASDAQ:DLTR)&nbsp;-8.9%, <a href=\"https://laohu8.com/S/DG\">Dollar General</a>(NYSE:DG)&nbsp;-3.1%&nbsp;and <a href=\"https://laohu8.com/S/BIG\">Big Lots</a>(NYSE:BIG)&nbsp;-11.0%&nbsp;as stimulus faded and inflation cut into margins on lower-priced items.&nbsp;&nbsp;Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like <a href=\"https://laohu8.com/S/W\">Wayfair</a>(NYSE:W)&nbsp;+21%&nbsp;and Etsy(NASDAQ:ETSY)&nbsp;+18%.</p>\n<p><img src=\"https://static.tigerbbs.com/9d024a7f503ae6afef5a98184f7bff73\" tg-width=\"1280\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p>The SPDR&nbsp;S&amp;P Retail ETF(NYSEARCA:XRT)scratched out a&nbsp;1.1% gain&nbsp;for the month.</p>\n<p>Looking ahead to September, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.</p>\n<p>Higher freight costs were called out on a number of <a href=\"https://laohu8.com/S/QTWO\">Q2</a> earnings calls (Dollar Tree transcript,<a href=\"https://laohu8.com/S/BURL\">Burlington</a> Stores transcript,Big Lots transcript)&nbsp;with a warning that Q3 could see more of the same.</p>\n<p>Looking for a sector sleeper? There is amall stock with a Seeking Alpha Quant Rating above the retail pack and in the top 5% of all stocks tracked.</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>Retail heat check shows mall names amongst August winners, while dollar store stocks struggled</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\">\nRetail heat check shows mall names amongst August winners, while dollar store stocks struggled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKS":"迪克体育用品","DLTR":"美元树公司","SIG":"西格内特珠宝","M":"梅西百货","COST":"好市多","DG":"美国达乐公司","XRT":"零售指数ETF-SPDR标普","EXPR":"Express, Inc.","VSCO":"维多利亚的秘密","W":"Wayfair","WSM":"Williams-Sonoma Inc","ETSY":"Etsy, Inc.","TGT":"塔吉特"},"source_url":"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189512968","content_text":"One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a huge summer spending surge at malls, off-price retailers, big box retailers and specialty retailers. For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.\nThe biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS) +36%, Macy's(NYSE:M) +32%, Express(NYSE:EXPR) +26%, Signet Jewelers(NYSE:SIG) +24% and Williams-Sonoma(NYSE:WSM) +22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while Gap(NYSE:GPS)was a mall sector disappointment with an 8.3% drop for the month. Walmart(NYSE:WMT) +3.6% and Costco(NASDAQ:COST) +6.2% were August winners, while Target(NYSE:TGT)gave back some its huge YTD gain with a 4.2% decline. There were also monthly losses for Dollar Tree(NASDAQ:DLTR) -8.9%, Dollar General(NYSE:DG) -3.1% and Big Lots(NYSE:BIG) -11.0% as stimulus faded and inflation cut into margins on lower-priced items.  Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like Wayfair(NYSE:W) +21% and Etsy(NASDAQ:ETSY) +18%.\n\nThe SPDR S&P Retail ETF(NYSEARCA:XRT)scratched out a 1.1% gain for the month.\nLooking ahead to September, Wells Fargo warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.\nHigher freight costs were called out on a number of Q2 earnings calls (Dollar Tree transcript,Burlington Stores transcript,Big Lots transcript) with a warning that Q3 could see more of the same.\nLooking for a sector sleeper? There is amall stock with a Seeking Alpha Quant Rating above the retail pack and in the top 5% of all stocks tracked.","news_type":1,"symbols_score_info":{"BIG":0.9,"COST":0.9,"DG":0.9,"DKS":0.9,"DLTR":0.9,"ETSY":0.9,"EXPR":0.9,"GPS":0.9,"M":0.9,"SIG":0.9,"TGT":0.9,"VSCO":0.9,"W":0.9,"WSM":0.9,"XRT":0.9}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":816360028,"gmtCreate":1630467860564,"gmtModify":1633677831668,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816360028","repostId":"1189512968","repostType":4,"repost":{"id":"1189512968","kind":"news","pubTimestamp":1630462873,"share":"https://ttm.financial/m/news/1189512968?lang=&edition=full","pubTime":"2021-09-01 10:21","market":"us","language":"en","title":"Retail heat check shows mall names amongst August winners, while dollar store stocks struggled","url":"https://stock-news.laohu8.com/highlight/detail?id=1189512968","media":"seekingalpha","summary":"One of the more important developments in the retail sector during August was the spotlight thrown o","content":"<p>One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a huge summer spending surge at malls, off-price retailers, big box retailers and specialty retailers. For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.</p>\n<p>The biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS)&nbsp;+36%, Macy's(NYSE:M)&nbsp;+32%, Express(NYSE:EXPR)&nbsp;+26%, <a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a>(NYSE:<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>)&nbsp;+24%&nbsp;and <a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>(NYSE:WSM)&nbsp;+22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while <a href=\"https://laohu8.com/S/GPS\">Gap</a>(NYSE:GPS)was a mall sector disappointment with an&nbsp;8.3% drop&nbsp;for the month. Walmart(NYSE:WMT)&nbsp;+3.6%&nbsp;and <a href=\"https://laohu8.com/S/COST\">Costco</a>(NASDAQ:COST)&nbsp;+6.2%&nbsp;were August winners, while <a href=\"https://laohu8.com/S/TGT\">Target</a>(NYSE:TGT)gave back some its huge YTD gain with a&nbsp;4.2% decline. There were also monthly losses for <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a>(NASDAQ:DLTR)&nbsp;-8.9%, <a href=\"https://laohu8.com/S/DG\">Dollar General</a>(NYSE:DG)&nbsp;-3.1%&nbsp;and <a href=\"https://laohu8.com/S/BIG\">Big Lots</a>(NYSE:BIG)&nbsp;-11.0%&nbsp;as stimulus faded and inflation cut into margins on lower-priced items.&nbsp;&nbsp;Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like <a href=\"https://laohu8.com/S/W\">Wayfair</a>(NYSE:W)&nbsp;+21%&nbsp;and Etsy(NASDAQ:ETSY)&nbsp;+18%.</p>\n<p><img src=\"https://static.tigerbbs.com/9d024a7f503ae6afef5a98184f7bff73\" tg-width=\"1280\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p>The SPDR&nbsp;S&amp;P Retail ETF(NYSEARCA:XRT)scratched out a&nbsp;1.1% gain&nbsp;for the month.</p>\n<p>Looking ahead to September, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.</p>\n<p>Higher freight costs were called out on a number of <a href=\"https://laohu8.com/S/QTWO\">Q2</a> earnings calls (Dollar Tree transcript,<a href=\"https://laohu8.com/S/BURL\">Burlington</a> Stores transcript,Big Lots transcript)&nbsp;with a warning that Q3 could see more of the same.</p>\n<p>Looking for a sector sleeper? There is amall stock with a Seeking Alpha Quant Rating above the retail pack and in the top 5% of all stocks tracked.</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>Retail heat check shows mall names amongst August winners, while dollar store stocks struggled</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\">\nRetail heat check shows mall names amongst August winners, while dollar store stocks struggled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKS":"迪克体育用品","DLTR":"美元树公司","SIG":"西格内特珠宝","M":"梅西百货","COST":"好市多","DG":"美国达乐公司","XRT":"零售指数ETF-SPDR标普","EXPR":"Express, Inc.","VSCO":"维多利亚的秘密","W":"Wayfair","WSM":"Williams-Sonoma Inc","ETSY":"Etsy, Inc.","TGT":"塔吉特"},"source_url":"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189512968","content_text":"One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a huge summer spending surge at malls, off-price retailers, big box retailers and specialty retailers. For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.\nThe biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS) +36%, Macy's(NYSE:M) +32%, Express(NYSE:EXPR) +26%, Signet Jewelers(NYSE:SIG) +24% and Williams-Sonoma(NYSE:WSM) +22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while Gap(NYSE:GPS)was a mall sector disappointment with an 8.3% drop for the month. Walmart(NYSE:WMT) +3.6% and Costco(NASDAQ:COST) +6.2% were August winners, while Target(NYSE:TGT)gave back some its huge YTD gain with a 4.2% decline. There were also monthly losses for Dollar Tree(NASDAQ:DLTR) -8.9%, Dollar General(NYSE:DG) -3.1% and Big Lots(NYSE:BIG) -11.0% as stimulus faded and inflation cut into margins on lower-priced items.  Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like Wayfair(NYSE:W) +21% and Etsy(NASDAQ:ETSY) +18%.\n\nThe SPDR S&P Retail ETF(NYSEARCA:XRT)scratched out a 1.1% gain for the month.\nLooking ahead to September, Wells Fargo warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.\nHigher freight costs were called out on a number of Q2 earnings calls (Dollar Tree transcript,Burlington Stores transcript,Big Lots transcript) with a warning that Q3 could see more of the same.\nLooking for a sector sleeper? There is amall stock with a Seeking Alpha Quant Rating above the retail pack and in the top 5% of all stocks tracked.","news_type":1,"symbols_score_info":{"BIG":0.9,"COST":0.9,"DG":0.9,"DKS":0.9,"DLTR":0.9,"ETSY":0.9,"EXPR":0.9,"GPS":0.9,"M":0.9,"SIG":0.9,"TGT":0.9,"VSCO":0.9,"W":0.9,"WSM":0.9,"XRT":0.9}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815092833,"gmtCreate":1630628672022,"gmtModify":1632469708224,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815092833","repostId":"1191815337","repostType":4,"repost":{"id":"1191815337","kind":"news","pubTimestamp":1630627840,"share":"https://ttm.financial/m/news/1191815337?lang=&edition=full","pubTime":"2021-09-03 08:10","market":"us","language":"en","title":"The Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September","url":"https://stock-news.laohu8.com/highlight/detail?id=1191815337","media":"zerohedge","summary":"From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting","content":"<p>From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...</p>\n<p><img src=\"https://static.tigerbbs.com/7076de5ca2ad0449cc411eb7af1aaf37\" tg-width=\"966\" tg-height=\"528\" width=\"100%\" height=\"auto\">Nomura's Charlie McElligott notes that<b>the (options market) “tail” continues to wag the (cash equities market) “dog,” crunched by “yield enhancement” / “income generating” overwriting flows</b>(that even The FT is starting to pay attention to).</p>\n<p>The surge into these 'overwriting' funds...</p>\n<p><img src=\"https://static.tigerbbs.com/ca90f6652e83b4d50274c525d9d8e0f0\" tg-width=\"738\" tg-height=\"466\" width=\"100%\" height=\"auto\"></p>\n<p>...has stuffed dealers to the gills with gamma and delta exposures at extreme levels...</p>\n<p><img src=\"https://static.tigerbbs.com/6477f30c8b5147bbb69d941e6aeebfe3\" tg-width=\"1037\" tg-height=\"314\" width=\"100%\" height=\"auto\">For some context on what this means, the Nomura strategist explains:</p>\n<blockquote>\n The cumulative flows from the “Gamma Hammer” strangle-seller alone (2 clips a day, ~3x’s a week in approximately 2-3 week expiration 20d strangles) has Dealers long ~$3B in Gamma (and at a cost of nearly ~5.0mm / day in decay) -\n <b>which means that for a generic 100bps selloff, desks would in theory be in the mkt buying ~$2.5B of futures - which in-turn prevents any nascent selloff from developing thanks to said “insulation”</b>\n</blockquote>\n<p>Which is obvious when we see there hasn't been a 3bps drawdown since May...</p>\n<p><img src=\"https://static.tigerbbs.com/26b7bf4799004c692996b8cba846acf4\" tg-width=\"1256\" tg-height=\"555\" width=\"100%\" height=\"auto\">But, McElligott's<b>focus is on the mid-September period as the point where US Equities may locally “peak”:</b></p>\n<blockquote>\n <b>...</b>as the now well-publicized Op-Ex cycle “volatility expansion” phenomenon&nbsp;\n <i>(VIX 15th, index / ETFs 17th&nbsp;and set-up for</i>\n <i><b>another large “Gamma unclench”</b></i>\n <i>occurring while then too losing aforementioned Vanna- and Charm- supports into this large serial / qtrly expiration)</i>&nbsp;\n <b>coinciding with the “buyback blackout”</b>kicking-off for US Financials in that 3rd&nbsp;week of September…\n <i>and</i>\n <i><b>all ahead of the FOMC on the 22nd</b></i>\n</blockquote>\n<p>Specifically, McElligott notes that<b>The Fed timing here is particularly meaningful</b>- not because the potential for an “official” announcement of “tapering” is some massive deal to markets (I believe we are well past that now) - but more because the potential for movement in the Committee’s economic projections and thus, the “dots,” which could cause some Rates upheaval after being firmly parked within their own range-trade hellscape for the past two months themselves (UST 10Y yields ~1.10-1.40).</p>\n<p>And because of the potential for US Rates volatility around / after the 22nd Fed meeting as the market resets expectations on both the future path of hikes (off the new economic projections) and tapering,<b>I think this “event risk” could then decrease the supply of “short vol” which has been conditioned to step-in the moment that volatility typically expands</b>(i.e. around the Op-Ex cycle, which has finally gone “mainstream” and seemingly now trades like it too….see this past weekend’s write-up from Bloomberg “Options Turn Upheavals Into a Mid-Month Sure Thing for S&amp;P 500”).</p>\n<p><b>This could mean a longer period without the support that comes from said “short vol” flows reflexively swooping-in to save the day, which over the past decade + have acted to reset nascent spikes in volatility and stop the bleeding</b>—IF this time we were to see those flows on hold due to the FOMC event risk a week later, their potential absence could allow for the “delta one” flow to hold more sway than usual of late (all that EPIC $Delta from index / ETF options as a source of de-risking flow, as well as Vol Control strategy de-allocation supply into an rVol move higher off of such an absolutely low base).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Options 'Tail' Will Continue To Wag The Stock Market's 'Dog'... Until Mid-September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...</p>\n\n<a href=\"https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/options-tail-will-continue-wag-stock-markets-dog-until-mid-september","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191815337","content_text":"From \"gamma hammers\" to \"gamma unclenching\", the cycles of pump, dump, and BTFD has been unrelenting this year, with the pattern around options expirations becoming more and more pronounced since May...\nNomura's Charlie McElligott notes thatthe (options market) “tail” continues to wag the (cash equities market) “dog,” crunched by “yield enhancement” / “income generating” overwriting flows(that even The FT is starting to pay attention to).\nThe surge into these 'overwriting' funds...\n\n...has stuffed dealers to the gills with gamma and delta exposures at extreme levels...\nFor some context on what this means, the Nomura strategist explains:\n\n The cumulative flows from the “Gamma Hammer” strangle-seller alone (2 clips a day, ~3x’s a week in approximately 2-3 week expiration 20d strangles) has Dealers long ~$3B in Gamma (and at a cost of nearly ~5.0mm / day in decay) -\n which means that for a generic 100bps selloff, desks would in theory be in the mkt buying ~$2.5B of futures - which in-turn prevents any nascent selloff from developing thanks to said “insulation”\n\nWhich is obvious when we see there hasn't been a 3bps drawdown since May...\nBut, McElligott'sfocus is on the mid-September period as the point where US Equities may locally “peak”:\n\n...as the now well-publicized Op-Ex cycle “volatility expansion” phenomenon \n (VIX 15th, index / ETFs 17th and set-up for\nanother large “Gamma unclench”\noccurring while then too losing aforementioned Vanna- and Charm- supports into this large serial / qtrly expiration) \n coinciding with the “buyback blackout”kicking-off for US Financials in that 3rd week of September…\n and\nall ahead of the FOMC on the 22nd\n\nSpecifically, McElligott notes thatThe Fed timing here is particularly meaningful- not because the potential for an “official” announcement of “tapering” is some massive deal to markets (I believe we are well past that now) - but more because the potential for movement in the Committee’s economic projections and thus, the “dots,” which could cause some Rates upheaval after being firmly parked within their own range-trade hellscape for the past two months themselves (UST 10Y yields ~1.10-1.40).\nAnd because of the potential for US Rates volatility around / after the 22nd Fed meeting as the market resets expectations on both the future path of hikes (off the new economic projections) and tapering,I think this “event risk” could then decrease the supply of “short vol” which has been conditioned to step-in the moment that volatility typically expands(i.e. around the Op-Ex cycle, which has finally gone “mainstream” and seemingly now trades like it too….see this past weekend’s write-up from Bloomberg “Options Turn Upheavals Into a Mid-Month Sure Thing for S&P 500”).\nThis could mean a longer period without the support that comes from said “short vol” flows reflexively swooping-in to save the day, which over the past decade + have acted to reset nascent spikes in volatility and stop the bleeding—IF this time we were to see those flows on hold due to the FOMC event risk a week later, their potential absence could allow for the “delta one” flow to hold more sway than usual of late (all that EPIC $Delta from index / ETF options as a source of de-risking flow, as well as Vol Control strategy de-allocation supply into an rVol move higher off of such an absolutely low base).","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867470512,"gmtCreate":1633311121678,"gmtModify":1633311171870,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOGO\">$Gogo(GOGO)$</a>&nbsp;, 👍👍","listText":"<a href=\"https://laohu8.com/S/GOGO\">$Gogo(GOGO)$</a>&nbsp;, 👍👍","text":"$Gogo(GOGO)$ , 👍👍","images":[{"img":"https://static.tigerbbs.com/9f47997cfb92b7685bb7d5512c3cf97e","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867470512","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861346344,"gmtCreate":1632463241288,"gmtModify":1632464219021,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861346344","repostId":"1133170855","repostType":4,"repost":{"id":"1133170855","kind":"news","pubTimestamp":1632462252,"share":"https://ttm.financial/m/news/1133170855?lang=&edition=full","pubTime":"2021-09-24 13:44","market":"us","language":"en","title":"Carlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=1133170855","media":"Bloomberg","summary":"(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this wee","content":"<p>(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.</p>\n<p>The executive-turned-international fugitive has grown even more pessimistic about the automakers’ prospects in the 11 months since his book was first published in French. In a chapter devoted to defending his compensation, Ghosn says he demonstrated loyalty and faith in the companies by hanging onto their stock after his November 2018 arrest.</p>\n<p>“I am not anymore a shareholder of Nissan, thank god,” Ghosn said Wednesday in a video interview from Beirut. He’s lived there since fleeing Japan in late 2019 to avoid trial over various charges of financial impropriety.</p>\n<p>The Renault-Nissan alliance — forged when Ghosn was dispatched in 1999 to save the then-nearly bankrupt Japanese carmaker — is “doomed” due to lingering power struggles, its former chairman said. He still has claim to a stake in Renault via shares the French government seized as part of an ongoing tax-residency investigation.</p>\n<p>“It’s not because I trust management — I do not,” Ghosn said. “It’s because I have no choice.”</p>\n<p>Representatives for Nissan and Renault declined to comment. The two companies combined have lost almost $30 billion in market value since his arrest.</p>\n<p>Nissan posted two consecutive years of losses after Ghosn was arrested on charges of financial misconduct. Last year, the company unveiled a turnaround plan that calls for shuttering production lines and sacrificing market share for profitability. Along with automotive rivals the world over, it’s been sideswiped by the pandemic and crippling shortage of semiconductors.</p>\n<p>Renault also has taken drastic steps since Ghosn’s exit, slashing thousands of jobs and paring back manufacturing capacity after a record annual loss. While the automaker swung to a profit in the first half of this year, its bounce-back from the early days of the pandemic has been muted by over-reliance on Europe, where car sales are recovering more slowly than in China or the U.S.</p>\n<p>Carlos Ghosn’s Downfall at Nissan and the Aftermath: QuickTake</p>\n<p>Ghosn, 67, has denied charges leveled against him and said he’s already working on a sequel to his tome initially published in November of last year. The effort reflects a desire to defend his legacy as the globe-trotting CEO who managed three automakers at once before a dramatic downfall.</p>\n<p>He acknowledged that the trial of Greg Kelly, his former deputy at Nissan who was indicted in Japan for allegedly helping Ghosn under-report income, will serve as a proxy for how he is ultimately judged. Kelly’s lawyers are set to deliver their closing arguments next month, with a verdict scheduled for February.</p>\n<p>While Ghosn remains holed up in Beirut after jumping bail with the help of a former U.S. Green Beret and his son — who are both serving jail time in Japan for their role in the escape — he’s continuing legal battles with France and the Netherlands.</p>\n<p>Last month, he appealed a Dutch court’s ruling that he should pay almost 5 million euros ($5.8 million) to a local unit of Nissan.</p>\n<p>“I’m personally reasonably optimistic about the appeal,” he said in the interview. “If there is no bad faith from my part, how can I reimburse money which is owed to me?”</p>\n<p>Ghosn has also been accused by France of siphoning Renault funds to pay for a yacht and Versailles Palace birthday party for his wife. Authorities are investigating his interactions with a car distributor in Oman as well as payments a Dutch subsidiary of Renault and Nissan made to consultants.</p>\n<p>Ghosn believes Japan’s legal system is incapable of rendering justice appropriately and that the French probe is being heavily influenced by Japanese prosecutors. But he’s still hopeful he can salvage his reputation.</p>\n<p>“As long as you are not cleared in Japan, there will always be a doubt on you,” Ghosn said. “But I accept a second-best position. This first position is impossible. The second-best position is to be cleared by another court somewhere else.”</p>","source":"lsy1612507957220","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>Carlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit</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\">\nCarlos Ghosn Can’t Wait to Sell Renault Shares After Nissan Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-24 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.\nThe executive-...</p>\n\n<a href=\"https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://finance.yahoo.com/news/carlos-ghosn-t-wait-sell-023220549.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133170855","content_text":"(Bloomberg) -- Carlos Ghosn wants to correct the record in his own memoir being re-released this week: He’s no longer a Nissan Motor Co. shareholder and is eager to exit Renault SA.\nThe executive-turned-international fugitive has grown even more pessimistic about the automakers’ prospects in the 11 months since his book was first published in French. In a chapter devoted to defending his compensation, Ghosn says he demonstrated loyalty and faith in the companies by hanging onto their stock after his November 2018 arrest.\n“I am not anymore a shareholder of Nissan, thank god,” Ghosn said Wednesday in a video interview from Beirut. He’s lived there since fleeing Japan in late 2019 to avoid trial over various charges of financial impropriety.\nThe Renault-Nissan alliance — forged when Ghosn was dispatched in 1999 to save the then-nearly bankrupt Japanese carmaker — is “doomed” due to lingering power struggles, its former chairman said. He still has claim to a stake in Renault via shares the French government seized as part of an ongoing tax-residency investigation.\n“It’s not because I trust management — I do not,” Ghosn said. “It’s because I have no choice.”\nRepresentatives for Nissan and Renault declined to comment. The two companies combined have lost almost $30 billion in market value since his arrest.\nNissan posted two consecutive years of losses after Ghosn was arrested on charges of financial misconduct. Last year, the company unveiled a turnaround plan that calls for shuttering production lines and sacrificing market share for profitability. Along with automotive rivals the world over, it’s been sideswiped by the pandemic and crippling shortage of semiconductors.\nRenault also has taken drastic steps since Ghosn’s exit, slashing thousands of jobs and paring back manufacturing capacity after a record annual loss. While the automaker swung to a profit in the first half of this year, its bounce-back from the early days of the pandemic has been muted by over-reliance on Europe, where car sales are recovering more slowly than in China or the U.S.\nCarlos Ghosn’s Downfall at Nissan and the Aftermath: QuickTake\nGhosn, 67, has denied charges leveled against him and said he’s already working on a sequel to his tome initially published in November of last year. The effort reflects a desire to defend his legacy as the globe-trotting CEO who managed three automakers at once before a dramatic downfall.\nHe acknowledged that the trial of Greg Kelly, his former deputy at Nissan who was indicted in Japan for allegedly helping Ghosn under-report income, will serve as a proxy for how he is ultimately judged. Kelly’s lawyers are set to deliver their closing arguments next month, with a verdict scheduled for February.\nWhile Ghosn remains holed up in Beirut after jumping bail with the help of a former U.S. Green Beret and his son — who are both serving jail time in Japan for their role in the escape — he’s continuing legal battles with France and the Netherlands.\nLast month, he appealed a Dutch court’s ruling that he should pay almost 5 million euros ($5.8 million) to a local unit of Nissan.\n“I’m personally reasonably optimistic about the appeal,” he said in the interview. “If there is no bad faith from my part, how can I reimburse money which is owed to me?”\nGhosn has also been accused by France of siphoning Renault funds to pay for a yacht and Versailles Palace birthday party for his wife. Authorities are investigating his interactions with a car distributor in Oman as well as payments a Dutch subsidiary of Renault and Nissan made to consultants.\nGhosn believes Japan’s legal system is incapable of rendering justice appropriately and that the French probe is being heavily influenced by Japanese prosecutors. But he’s still hopeful he can salvage his reputation.\n“As long as you are not cleared in Japan, there will always be a doubt on you,” Ghosn said. “But I accept a second-best position. This first position is impossible. The second-best position is to be cleared by another court somewhere else.”","news_type":1,"symbols_score_info":{"NSANY":0.9}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870730520,"gmtCreate":1636645792510,"gmtModify":1636645837793,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>good","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>good","text":"$Trade Desk Inc.(TTD)$good","images":[{"img":"https://static.tigerbbs.com/ae51b06f73fc4a6959920e8121b1dda5","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870730520","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870849535,"gmtCreate":1636604590442,"gmtModify":1636604590442,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","listText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","text":"$SINGAPORE PRESS HLDGS LTD(T39.SI)$good","images":[{"img":"https://static.tigerbbs.com/bb92b49e1c54937fc6540dda30364801","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870849535","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870840093,"gmtCreate":1636604453326,"gmtModify":1636604453326,"author":{"id":"3586384351056827","authorId":"3586384351056827","name":"lag86","avatar":"https://static.tigerbbs.com/aeef5bf10192172b3f8f6634b3cdb576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586384351056827","authorIdStr":"3586384351056827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","listText":"<a href=\"https://laohu8.com/S/T39.SI\">$SINGAPORE PRESS HLDGS LTD(T39.SI)$</a>good","text":"$SINGAPORE PRESS HLDGS 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