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- LEEQXLEEQX
  ·2021-07-27
  Interesting read.
  Palantir: Prepare To Be Disappointed
  Summary We continue to believe that Palantir’s upside appears to be limited and its future growth i
  Palantir: Prepare To Be Disappointed
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- LEEQXLEEQX
  ·2021-06-28
  [Happy]
  非常抱歉，此主贴已删除
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- LEEQXLEEQX
  ·2021-06-27
  [Serious]
  非常抱歉，此主贴已删除
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- LEEQXLEEQX
  ·2021-06-25
  [Serious]
  非常抱歉，此主贴已删除
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- LEEQXLEEQX
  ·2021-06-24
  [Serious]
  Singapore's Keppel, Sembcorp Marine request trading halts
  June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu
  Singapore's Keppel, Sembcorp Marine request trading halts
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- LEEQXLEEQX
  ·2021-06-20
  [Serious]
  非常抱歉，此主贴已删除
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- LEEQXLEEQX
  ·2021-06-19
  [Cry]
  非常抱歉，此主贴已删除
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- LEEQXLEEQX
  ·2021-06-17
  [Serious]
  Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.
  While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu
  Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.
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- LEEQXLEEQX
  ·2021-06-16
  [Serious]
  Michael "Big Short" Burry: This Is The Greatest Bubble Of All Time In All Things "By Two Orders Of Magnitude"
  Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he p
  Michael "Big Short" Burry: This Is The Greatest Bubble Of All Time In All Things "By Two Orders Of Magnitude"
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- LEEQXLEEQX
  ·2021-06-15
  [Serious]
  Big Tech Antitrust: Will Apple Stock Take A Hit?
  Big Tech is under fire again, as Congress could vote on legislation to limit the market power of App
  Big Tech Antitrust: Will Apple Stock Take A Hit?
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read.","listText":"Interesting read.","text":"Interesting read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809232459","repostId":"1139478455","repostType":2,"repost":{"id":"1139478455","kind":"news","pubTimestamp":1627370605,"share":"https://www.laohu8.com/m/news/1139478455?lang=&edition=full","pubTime":"2021-07-27 15:23","market":"us","language":"en","title":"Palantir: Prepare To Be Disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=1139478455","media":"seekingalpha","summary":"Summary\n\nWe continue to believe that Palantir’s upside appears to be limited and its future growth i","content":"<p><b>Summary</b></p>\n<ul>\n <li>We continue to believe that Palantir’s upside appears to be limited and its future growth is already priced in.</li>\n <li>Our analysis shows that Palantir’s fair value is $8.22 per share, which represents a downside of over 60% from the current market price.</li>\n <li>The dilution risk and the continuous selling pressure are likely going to prevent the appreciation of Palantir’s stock anytime soon.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce2494cb75075c64622ebd6b351e43d\" tg-width=\"1536\" tg-height=\"1155\" referrerpolicy=\"no-referrer\"><span>Kevin Dietsch/Getty Images News</span></p>\n<p>Palantir (PLTR) has been underperforming the market in recent weeks and we believe that its stock still has more room to fall. Our analysis shows that Palantir is extremely overvalued at the current levels and several issues are likely going to prevent its stock from appreciating further anytime soon. For that reason, we continue to believe that it’s better to avoid Palantir at the current price, as its upside appears to be limited.</p>\n<p><b>There Are Several Red Flags, Which You Shouldn’t Ignore</b></p>\n<p>Palantir specializes in creating custom software solutions for collecting data for its clients, who are mostly government agencies and public companies. While some might think that Palantir is a young company with lots of potential, the reality is that it’s not a startup, as it has been in the business for almost two decades already, and since that time it has managed to add less than 200 customers. As a result, the company is exposed to a limited pool of organizations, who generate most of the revenues. This is mostly because Palantir doesn’t have a scalable business. The value of the company’s average contract ranges from $5 million to $6 million, which prevents small and medium businesses from using its services. While Palantir tries to tackle this issue by offering its Foundry platform for the commercial sector at attractive terms, it’s still too soon to tell whether it will improve its affordability to most of the third parties and have any major impact on its financials in the long run.</p>\n<p>In addition, while bulls might want to deny this, but Palantir operates like a consulting company. The company has a special position of a forward-deployed engineer, who analyzes different processes of potential clients and then explains how Palantir’s software could help them improve their operations. Considering this, it’s safe to say that Palantir doesn’t have a unique business model since its whole proposition is that it can analyze the available data better than others. However, nothing stops new entrants from entering the field and offering similar solutions, and nothing stops organizations' internal IT departments from developing better tools to analyze all of the processes at a more affordable price.</p>\n<p>Another downside of Palantir is that despite the increase in margins and gross profit in recent quarters, it never made a profit in its history after being so long in the business. Its operating loss has onlywidenedin recent years from -$600 million in 2018 to -$1.17 billion in 2020, to -$1.22 billion in the last twelve months. This is due to the excessive stock-based compensation program that results in increased expenses and massive dilution, which is something that a lot of bulls tend to ignore. Let’s not forget that the company’s expenses relating to the SBC program increased by around 257% year over year last quarter and were $193 million. At the same time, Palantir already has 1.8 billion shares outstanding, an increase from 1.52 billion shares, which were outstanding at the end of last year. The problem is that the excessive SBC program will continue to be a major issue for the company’s investors since there are still 477 million optionsoutstanding, which will dilute the current shareholders by more than 20% if fully exercised.</p>\n<p>For that reason, we continue to believe that Palantir’s stock will continue to be an unattractive investment and it’ll likely continue to underperform the market. It’s already down ~15% since our bearisharticlewas published a month ago and we believe that there’s more room for a depreciation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facca499bd702a4193cac4eabbe4a9a2\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"><span>Chart: Seeking Alpha</span></p>\n<p>Another reason to be bearish about Palantir is due to the fact that there’s an extreme selling pressure, which is created by the company’s insiders and its CEO in particular, who are constantly dumping their shares on an open market. In July alone insiderssoldin total $63 million worth of Palantir shares, which is only $31 million slightly less than what they sold in Q1 when the lockup period expired. Considering this and the fact that they still have ~10% ownership stake in the company, it’s safe to assume they’ll continue to sell their shares and create an even greater selling pressure, which is likely going to prevent the stock from significantly appreciating from the current levels.</p>\n<p><b>Valuation</b></p>\n<p>We created a discounted cash flow model to find Palantir’s fair value. The weighted average cost of capital in our model is 6%, while the terminal growth rate is 3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb588ed877784db58cfe10b7d49d6dae\" tg-width=\"772\" tg-height=\"390\" referrerpolicy=\"no-referrer\"><span>Source: Capital IQ, Own estimates</span></p>\n<p>After doing all the necessary calculations, our DCF model showed that Palantir’s fair value is $8.47 per share, which represents a downside of over 60% from the current market price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9988abd16861dfad80d5febd22b2c1fb\" tg-width=\"404\" tg-height=\"368\" referrerpolicy=\"no-referrer\"><span>Source: Own estimates</span></p>\n<p>For relative valuation, we compared Palantir to eight other companies from the tech industry and the SaaS niche in particular. By looking at the numbers below, we could safely say that Palantir is extremely overvalued to others, especially since its EBITDA margin of -72.8% is the worst among its peers, and at a market cap of ~$40 billion, its stock is overpriced.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70de8f9f7b52ae29d77492ed21083982\" tg-width=\"751\" tg-height=\"335\" referrerpolicy=\"no-referrer\"><span>Source: Capital IQ</span></p>\n<p>By consolidating the DCF model and the relative valuation method and giving the former 75% weight in the final analysis, while giving the latter 25$ weight in the final analysis, we concluded that Palantir’s final fair value is $8.22 per share, which is significantly below its current market price of ~$22 per share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05db90bdfb26c691331c9cdede01a87b\" tg-width=\"595\" tg-height=\"297\" referrerpolicy=\"no-referrer\"><span>Source: Own estimates</span></p>\n<p><b>Takeaway</b></p>\n<p>Despite its advanced data software solutions, Palantir continues to be an unattractive investment in our opinion and its stock is unlikely to move significantly higher anytime soon. The company doesn’t have a unique proposition at an affordable price on the market and there’s every reason to believe that its expenses will continue to increase in the following years due to the higher inflation and increased competition, while its bottom line will continue to suffer. As a result, despite signing new multi-million contracts from time to time, it’s still hard to justify its ~$40 billion market cap. Considering this, we strongly believe that Palantir is not a value investment at this stage, and not a growth play as well since the dilution risk and the continuous selling pressure are likely going to prevent the appreciation of its stock anytime soon.</p>\n<p>While we don’t expect the stock to depreciate to its fair value of $8.22 per share in the foreseeable future, a decent decline from the current market price is more than possible, especially since the company already trades at 28 times its revenues and is considered to be overvalued. For that reason, we stick to our opinion that Palantir’s upside appears to be limited and its future growth is already priced in.</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>Palantir: Prepare To Be Disappointed</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\">\nPalantir: Prepare To Be Disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441334-palantir-prepare-to-be-disappointed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWe continue to believe that Palantir’s upside appears to be limited and its future growth is already priced in.\nOur analysis shows that Palantir’s fair value is $8.22 per share, which ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441334-palantir-prepare-to-be-disappointed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4441334-palantir-prepare-to-be-disappointed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139478455","content_text":"Summary\n\nWe continue to believe that Palantir’s upside appears to be limited and its future growth is already priced in.\nOur analysis shows that Palantir’s fair value is $8.22 per share, which represents a downside of over 60% from the current market price.\nThe dilution risk and the continuous selling pressure are likely going to prevent the appreciation of Palantir’s stock anytime soon.\n\nKevin Dietsch/Getty Images News\nPalantir (PLTR) has been underperforming the market in recent weeks and we believe that its stock still has more room to fall. Our analysis shows that Palantir is extremely overvalued at the current levels and several issues are likely going to prevent its stock from appreciating further anytime soon. For that reason, we continue to believe that it’s better to avoid Palantir at the current price, as its upside appears to be limited.\nThere Are Several Red Flags, Which You Shouldn’t Ignore\nPalantir specializes in creating custom software solutions for collecting data for its clients, who are mostly government agencies and public companies. While some might think that Palantir is a young company with lots of potential, the reality is that it’s not a startup, as it has been in the business for almost two decades already, and since that time it has managed to add less than 200 customers. As a result, the company is exposed to a limited pool of organizations, who generate most of the revenues. This is mostly because Palantir doesn’t have a scalable business. The value of the company’s average contract ranges from $5 million to $6 million, which prevents small and medium businesses from using its services. While Palantir tries to tackle this issue by offering its Foundry platform for the commercial sector at attractive terms, it’s still too soon to tell whether it will improve its affordability to most of the third parties and have any major impact on its financials in the long run.\nIn addition, while bulls might want to deny this, but Palantir operates like a consulting company. The company has a special position of a forward-deployed engineer, who analyzes different processes of potential clients and then explains how Palantir’s software could help them improve their operations. Considering this, it’s safe to say that Palantir doesn’t have a unique business model since its whole proposition is that it can analyze the available data better than others. However, nothing stops new entrants from entering the field and offering similar solutions, and nothing stops organizations' internal IT departments from developing better tools to analyze all of the processes at a more affordable price.\nAnother downside of Palantir is that despite the increase in margins and gross profit in recent quarters, it never made a profit in its history after being so long in the business. Its operating loss has onlywidenedin recent years from -$600 million in 2018 to -$1.17 billion in 2020, to -$1.22 billion in the last twelve months. This is due to the excessive stock-based compensation program that results in increased expenses and massive dilution, which is something that a lot of bulls tend to ignore. Let’s not forget that the company’s expenses relating to the SBC program increased by around 257% year over year last quarter and were $193 million. At the same time, Palantir already has 1.8 billion shares outstanding, an increase from 1.52 billion shares, which were outstanding at the end of last year. The problem is that the excessive SBC program will continue to be a major issue for the company’s investors since there are still 477 million optionsoutstanding, which will dilute the current shareholders by more than 20% if fully exercised.\nFor that reason, we continue to believe that Palantir’s stock will continue to be an unattractive investment and it’ll likely continue to underperform the market. It’s already down ~15% since our bearisharticlewas published a month ago and we believe that there’s more room for a depreciation.\nChart: Seeking Alpha\nAnother reason to be bearish about Palantir is due to the fact that there’s an extreme selling pressure, which is created by the company’s insiders and its CEO in particular, who are constantly dumping their shares on an open market. In July alone insiderssoldin total $63 million worth of Palantir shares, which is only $31 million slightly less than what they sold in Q1 when the lockup period expired. Considering this and the fact that they still have ~10% ownership stake in the company, it’s safe to assume they’ll continue to sell their shares and create an even greater selling pressure, which is likely going to prevent the stock from significantly appreciating from the current levels.\nValuation\nWe created a discounted cash flow model to find Palantir’s fair value. The weighted average cost of capital in our model is 6%, while the terminal growth rate is 3%.\nSource: Capital IQ, Own estimates\nAfter doing all the necessary calculations, our DCF model showed that Palantir’s fair value is $8.47 per share, which represents a downside of over 60% from the current market price.\nSource: Own estimates\nFor relative valuation, we compared Palantir to eight other companies from the tech industry and the SaaS niche in particular. By looking at the numbers below, we could safely say that Palantir is extremely overvalued to others, especially since its EBITDA margin of -72.8% is the worst among its peers, and at a market cap of ~$40 billion, its stock is overpriced.\nSource: Capital IQ\nBy consolidating the DCF model and the relative valuation method and giving the former 75% weight in the final analysis, while giving the latter 25$ weight in the final analysis, we concluded that Palantir’s final fair value is $8.22 per share, which is significantly below its current market price of ~$22 per share.\nSource: Own estimates\nTakeaway\nDespite its advanced data software solutions, Palantir continues to be an unattractive investment in our opinion and its stock is unlikely to move significantly higher anytime soon. The company doesn’t have a unique proposition at an affordable price on the market and there’s every reason to believe that its expenses will continue to increase in the following years due to the higher inflation and increased competition, while its bottom line will continue to suffer. As a result, despite signing new multi-million contracts from time to time, it’s still hard to justify its ~$40 billion market cap. Considering this, we strongly believe that Palantir is not a value investment at this stage, and not a growth play as well since the dilution risk and the continuous selling pressure are likely going to prevent the appreciation of its stock anytime soon.\nWhile we don’t expect the stock to depreciate to its fair value of $8.22 per share in the foreseeable future, a decent decline from the current market price is more than possible, especially since the company already trades at 28 times its revenues and is considered to be overvalued. For that reason, we stick to our opinion that Palantir’s upside appears to be limited and its future growth is already priced in.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127725291,"gmtCreate":1624870422913,"gmtModify":1631891622757,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127725291","repostId":"1124372919","repostType":4,"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124256398,"gmtCreate":1624768586514,"gmtModify":1631891622774,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124256398","repostId":"1137119316","repostType":4,"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122062858,"gmtCreate":1624588764174,"gmtModify":1631891622786,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122062858","repostId":"2145472760","repostType":4,"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128068211,"gmtCreate":1624495643133,"gmtModify":1631891622799,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128068211","repostId":"1129538803","repostType":4,"repost":{"id":"1129538803","kind":"news","pubTimestamp":1624494525,"share":"https://www.laohu8.com/m/news/1129538803?lang=&edition=full","pubTime":"2021-06-24 08:28","market":"sg","language":"en","title":"Singapore's Keppel, Sembcorp Marine request trading halts","url":"https://stock-news.laohu8.com/highlight/detail?id=1129538803","media":"Reuters","summary":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu","content":"<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.</p>\n<p>Keppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.</p>\n<p>Singapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.</p>\n<p>Markets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.</p>\n<p>Earlier this year, Keppel said its struggling offshore and marine (O&amp;M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&amp;M business.</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>Singapore's Keppel, Sembcorp Marine request trading halts</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\">\nSingapore's Keppel, Sembcorp Marine request trading halts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts ...</p>\n\n<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129538803","content_text":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.\nKeppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.\nSingapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.\nMarkets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.\nEarlier this year, Keppel said its struggling offshore and marine (O&M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&M business.","news_type":1,"symbols_score_info":{"BN4.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164998873,"gmtCreate":1624164210392,"gmtModify":1631891622811,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164998873","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162738515,"gmtCreate":1624075201337,"gmtModify":1631891622824,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162738515","repostId":"2144771631","repostType":4,"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163497907,"gmtCreate":1623890751609,"gmtModify":1631891622839,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163497907","repostId":"1124213234","repostType":4,"repost":{"id":"1124213234","kind":"news","pubTimestamp":1623888164,"share":"https://www.laohu8.com/m/news/1124213234?lang=&edition=full","pubTime":"2021-06-17 08:02","market":"us","language":"en","title":"Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124213234","media":"Barrons","summary":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu","content":"<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.</p>\n<p>Jefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.</p>\n<p>He wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.</p>\n<p>Although investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.</p>\n<p>Behavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.</p>\n<p>Thill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.</p>\n<p>In designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.</p>\n<p>Meanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.</p>\n<p>He noted that the company has been investing heavily in content for Amazon Prime, including the pending&nbsp;MGM acquisition&nbsp;and buying the rights to stream&nbsp;Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added&nbsp;Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.</p>\n<p>Anmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.</p>\n<p>The number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.</p>\n<p>Anmuth repeated his Overweight rating and $4,600 price target on Amazon shares.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.</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\">\nAmazon Stock Has Underperformed. Two Analysts Advise Buying Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124213234","content_text":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.\nJefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.\nHe wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.\nAlthough investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.\nBehavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.\nThill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.\nIn designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.\nMeanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.\nHe noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.\nAnmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.\nThe number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.\nAnmuth repeated his Overweight rating and $4,600 price target on Amazon shares.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160499357,"gmtCreate":1623803612479,"gmtModify":1631891622849,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160499357","repostId":"1147269544","repostType":4,"repost":{"id":"1147269544","kind":"news","pubTimestamp":1623770166,"share":"https://www.laohu8.com/m/news/1147269544?lang=&edition=full","pubTime":"2021-06-15 23:16","market":"us","language":"en","title":"Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1147269544","media":"zerohedge","summary":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he p","content":"<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically its<b>hyperinflation, as the blueprint for what comes next</b>in a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that<b>:</b></p>\n<p><b>\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery</b>. Trillions more stimulus &amp; re-opening to boost demand as employee and supply chain costs skyrocket.\"</p>\n<p>#ParadigmShift</p>\n<p>\"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"</p>\n<p>\"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.</p>\n<p><b>\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"</b></p>\n<p><b>\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"</b></p>\n<p>\"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"</p>\n<p><b>\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"</b></p>\n<p>\"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #<i>robinhooddown</i></p>\n<p>\"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single&nbsp; newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"</p>\n<p>\"Throughout these years the structure was quietly building itself up for the blow.<b>Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"</b></p>\n<p>His punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"<b>2010-2021: Gestation</b>\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"</p>\n<p><img src=\"https://static.tigerbbs.com/c531b21050b42425510a30125935555e\" tg-width=\"500\" tg-height=\"395\">And, as if reading from the same playbook,<b>Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"</b>and if Jay Powell</p>\n<blockquote>\n <i><b>“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"</b></i>\n</blockquote>\n<p>All of which led to Burry's latest tweet warning this morning...</p>\n<blockquote>\n <i><b>\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.</b></i>#FlyingPigs360\"\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/afafeb68134e031ca871659bd8dbc595\" tg-width=\"512\" tg-height=\"261\">In other words:<i><b>\"Brace!\"</b></i></p>\n<p>So what are you going to do about it?</p>\n<p>Tudor Jones had some simple advice: \"<b>buy commodities, buy crypto, buy gold.\"</b></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>Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"</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\">\nMichael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically itshyperinflation, as the blueprint for ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude\">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","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147269544","content_text":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically itshyperinflation, as the blueprint for what comes nextin a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that:\n\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery. Trillions more stimulus & re-opening to boost demand as employee and supply chain costs skyrocket.\"\n#ParadigmShift\n\"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"\n\"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.\n\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"\n\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"\n\"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"\n\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"\n\"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #robinhooddown\n\"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single  newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"\n\"Throughout these years the structure was quietly building itself up for the blow.Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"\nHis punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"2010-2021: Gestation\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"\nAnd, as if reading from the same playbook,Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"and if Jay Powell\n\n“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"\n\nAll of which led to Burry's latest tweet warning this morning...\n\n\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.#FlyingPigs360\"\n\nIn other words:\"Brace!\"\nSo what are you going to do about it?\nTudor Jones had some simple advice: \"buy commodities, buy crypto, buy gold.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184270983,"gmtCreate":1623717210242,"gmtModify":1631891622860,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574909859269652","authorIdStr":"3574909859269652"},"themes":[],"htmlText":"[Serious]&nbsp;","listText":"[Serious]&nbsp;","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184270983","repostId":"1171648213","repostType":4,"repost":{"id":"1171648213","kind":"news","pubTimestamp":1623712621,"share":"https://www.laohu8.com/m/news/1171648213?lang=&edition=full","pubTime":"2021-06-15 07:17","market":"us","language":"en","title":"Big Tech Antitrust: Will Apple Stock Take A Hit?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171648213","media":"TheStreet","summary":"Big Tech is under fire again, as Congress could vote on legislation to limit the market power of App","content":"<p>Big Tech is under fire again, as Congress could vote on legislation to limit the market power of Apple and its peers. Here are the risks, and how Apple stock could be impacted.</p>\n<p>If&nbsp;the battle with Epic Games over competitive policy&nbsp;in the App Store was not enough, Apple&nbsp;is now facing another war on the antitrust front. On Friday, a group of Democrat and Republican representatives in Congress introduced a bill aimed at curbing the power of Big Tech.</p>\n<p>On this subject, the Apple Maven discusses three important topics today:</p>\n<ol>\n <li>What is this new proposed legislation?</li>\n <li>How could the Cupertino company be impacted?</li>\n <li>How might Apple stock suffer in the foreseeable future?</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88cebcb0808fb2f3347f35d57bf9af7c\" tg-width=\"1200\" tg-height=\"900\"><span>Figure 1: Big tech \"FAANG\" group.</span></p>\n<p><b>What is it?</b></p>\n<p>The most recent “attack” on Big Tech from the federal government’s legislature body&nbsp;came&nbsp;in the form of four proposed bills.</p>\n<p>Two of them address the issue of companies favoring themselves against competing products and services on their platforms. Think of Amazon ranking their own offerings higher than its competitors’ on&nbsp;amazon.com, or Alphabet displaying their devices first on a search page.</p>\n<p>The other two are tangentially related to the first two. One limits Big Tech’s ability to acquire companies that may compete with other vendors on their platforms. The last pertains to users’ rights and ability to transfer their own data to other, even if competing platforms.</p>\n<p>For now, the new legislation is still in the pipeline. Before being considered for a vote on the floor of the House, the proposal would first need to clear the Judiciary Subcommittee. Between now and then, expect lobbying efforts to be deployed to slow the process down or even halt it altogether.</p>\n<p><b>Risks to Apple</b></p>\n<p>In my opinion, all FAAMG companies stand to lose from the proposed legislation – including Microsoft, a company that&nbsp;fought&nbsp;its own antitrust war in the 1990s, but that has remained mostly away from the spotlight this time. Which tech company might suffer most is subject to debate.</p>\n<p>Apple would probably “feel the heat” mostly within its services segment. The company has already been accused of being too powerful a gatekeeper of the App Store, a popular application platform through which tens of millions of developers offer their products and services.</p>\n<p>Outside the App Store, it is unclear how Apple might be impacted by the legislation. CEO Tim Cook has made his case clear that Apple is not a monopoly in any of the businesses that it is involved in – from smartphones to personal computers and most, if not all, digital services.</p>\n<p><b>Nothing new so far</b></p>\n<p>Interestingly, and despite the news having surfaced during trading hours on June 11, Apple stock barely moved in response. AAPL shares ended the trading day up nearly&nbsp;1%, very much at the high for the day and ahead of the S&amp;P 500’s 0.2% gains.</p>\n<p>In my view, investors have brushed off the news because it is largely aligned with expectations that have been set years ago.Even before the US elections&nbsp;for President and Senators in 2020, it had become clear that the left and right parties in Congress would be united by their desire to limit Big Tech’s power.</p>\n<p>I find it unlikely that Apple stock will be swayed primarily by the antitrust efforts in Washington, D.C. – at least for now. Still, I remind investors in Big Tech stocks that antitrust is a key risk to be considered when assessing the investment opportunities in these names.</p>\n<p></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>Big Tech Antitrust: Will Apple Stock Take A Hit?</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\">\nBig Tech Antitrust: Will Apple Stock Take A Hit?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/big-tech-antitrust-will-apple-stock-take-a-hit><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big Tech is under fire again, as Congress could vote on legislation to limit the market power of Apple and its peers. Here are the risks, and how Apple stock could be impacted.\nIf the battle with Epic...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/big-tech-antitrust-will-apple-stock-take-a-hit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/big-tech-antitrust-will-apple-stock-take-a-hit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171648213","content_text":"Big Tech is under fire again, as Congress could vote on legislation to limit the market power of Apple and its peers. Here are the risks, and how Apple stock could be impacted.\nIf the battle with Epic Games over competitive policy in the App Store was not enough, Apple is now facing another war on the antitrust front. On Friday, a group of Democrat and Republican representatives in Congress introduced a bill aimed at curbing the power of Big Tech.\nOn this subject, the Apple Maven discusses three important topics today:\n\nWhat is this new proposed legislation?\nHow could the Cupertino company be impacted?\nHow might Apple stock suffer in the foreseeable future?\n\nFigure 1: Big tech \"FAANG\" group.\nWhat is it?\nThe most recent “attack” on Big Tech from the federal government’s legislature body came in the form of four proposed bills.\nTwo of them address the issue of companies favoring themselves against competing products and services on their platforms. Think of Amazon ranking their own offerings higher than its competitors’ on amazon.com, or Alphabet displaying their devices first on a search page.\nThe other two are tangentially related to the first two. One limits Big Tech’s ability to acquire companies that may compete with other vendors on their platforms. The last pertains to users’ rights and ability to transfer their own data to other, even if competing platforms.\nFor now, the new legislation is still in the pipeline. Before being considered for a vote on the floor of the House, the proposal would first need to clear the Judiciary Subcommittee. Between now and then, expect lobbying efforts to be deployed to slow the process down or even halt it altogether.\nRisks to Apple\nIn my opinion, all FAAMG companies stand to lose from the proposed legislation – including Microsoft, a company that fought its own antitrust war in the 1990s, but that has remained mostly away from the spotlight this time. Which tech company might suffer most is subject to debate.\nApple would probably “feel the heat” mostly within its services segment. The company has already been accused of being too powerful a gatekeeper of the App Store, a popular application platform through which tens of millions of developers offer their products and services.\nOutside the App Store, it is unclear how Apple might be impacted by the legislation. CEO Tim Cook has made his case clear that Apple is not a monopoly in any of the businesses that it is involved in – from smartphones to personal computers and most, if not all, digital services.\nNothing new so far\nInterestingly, and despite the news having surfaced during trading hours on June 11, Apple stock barely moved in response. AAPL shares ended the trading day up nearly 1%, very much at the high for the day and ahead of the S&P 500’s 0.2% gains.\nIn my view, investors have brushed off the news because it is largely aligned with expectations that have been set years ago.Even before the US elections for President and Senators in 2020, it had become clear that the left and right parties in Congress would be united by their desire to limit Big Tech’s power.\nI find it unlikely that Apple stock will be swayed primarily by the antitrust efforts in Washington, D.C. – at least for now. Still, I remind investors in Big Tech stocks that antitrust is a key risk to be considered when assessing the investment opportunities in these names.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}