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- jduckyjducky
  ·2021-06-17
  Great ariticle, would you like to share it?
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- jduckyjducky
  ·2021-06-14
  Cool
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- jduckyjducky
  ·2021-05-22
  Please like
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- jduckyjducky
  ·2021-05-21
  Please like and comment
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- jduckyjducky
  ·2021-05-20
  Comment please
  Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>航天公司表示下一次试飞将于本周进行，维珍银河股价上涨 15%</blockquote>
  KEY POINTS Virgin Galactic stock jumped after the space tourism company announced its next spacefli
  Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>航天公司表示下一次试飞将于本周进行，维珍银河股价上涨 15%</blockquote>
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- jduckyjducky
  ·2021-05-18
  Like and comment please.
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- jduckyjducky
  ·2021-05-15
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  Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是面对现实</blockquote>
  We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme
  Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是面对现实</blockquote>
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- jduckyjducky
  ·2021-05-15
  Good
  Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的钱对雪花的看法是对的吗？</blockquote>
  The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when
  Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的钱对雪花的看法是对的吗？</blockquote>
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- jduckyjducky
  ·2021-05-14
  Ok
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- jduckyjducky
  ·2021-05-14
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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130335093","repostId":"1129456332","repostType":4,"repost":{"id":"1129456332","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621509070,"share":"https://www.laohunote.com/m/news/1129456332?lang=zh_CN&edition=full","pubTime":"2021-05-20 19:11","market":"us","language":"en","title":"Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>航天公司表示下一次试飞将于本周进行，维珍银河股价上涨 15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129456332","media":"Tiger Newspress","summary":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spacefli","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行试验定于 5 月 22 日进行后，该公司股价上涨。</li><li>“维珍银河首席执行官迈克尔-科尔格拉齐尔（Michael Colglazier）在一份声明中说：”在对我们的母舰夏娃号进行了详细的检查和彻底的分析后，我们已经为即将到来的飞行清理了航天系统。</li><li>该公司正在努力完成其 SpaceShipTwo 系统的开发，在维珍银河于 2022 年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于 5 月 22 日进行，此前该公司完成了对其舰载机的维护审查，该审查有可能从本月开始推迟飞行。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>“维珍银河首席执行官迈克尔-科尔格拉齐尔（Michael Colglazier）在一份声明中说：”在对我们的母舰夏娃号进行了详细的检查和彻底的分析后，我们已经为即将到来的飞行清理了航天系统。</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河的股价在盘前交易中较前收盘价 19.92 美元上涨了 15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在该公司上周公布第一季度业绩时透露，由于发射前携带航天器的飞机 VMS Eve 可能存在维护问题，下一次太空飞行测试的目标日期正在评估中。该公司表示，其工程分析确定 VMS Eve “结构健康”，可以飞行。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其 SpaceShipTwo 系统的开发，在维珍银河于 2022 年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司原计划在二月份重复飞行尝试，但后来推迟到五月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>这次即将进行的太空飞行测试将只搭载两名飞行员，但也将携带美国国家航空航天局飞行机会计划下的微重力研究有效载荷。除了解决缩短 12 月尝试的问题外，维珍银河表示，此次太空飞行测试将进一步评估其客户舱，并测试航天器上的直播。</blockquote></p><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>Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>航天公司表示下一次试飞将于本周进行，维珍银河股价上涨 15%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nVirgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>航天公司表示下一次试飞将于本周进行，维珍银河股价上涨 15%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-20 19:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行试验定于 5 月 22 日进行后，该公司股价上涨。</li><li>“维珍银河首席执行官迈克尔-科尔格拉齐尔（Michael Colglazier）在一份声明中说：”在对我们的母舰夏娃号进行了详细的检查和彻底的分析后，我们已经为即将到来的飞行清理了航天系统。</li><li>该公司正在努力完成其 SpaceShipTwo 系统的开发，在维珍银河于 2022 年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于 5 月 22 日进行，此前该公司完成了对其舰载机的维护审查，该审查有可能从本月开始推迟飞行。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>“维珍银河首席执行官迈克尔-科尔格拉齐尔（Michael Colglazier）在一份声明中说：”在对我们的母舰夏娃号进行了详细的检查和彻底的分析后，我们已经为即将到来的飞行清理了航天系统。</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河的股价在盘前交易中较前收盘价 19.92 美元上涨了 15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在该公司上周公布第一季度业绩时透露，由于发射前携带航天器的飞机 VMS Eve 可能存在维护问题，下一次太空飞行测试的目标日期正在评估中。该公司表示，其工程分析确定 VMS Eve “结构健康”，可以飞行。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其 SpaceShipTwo 系统的开发，在维珍银河于 2022 年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司原计划在二月份重复飞行尝试，但后来推迟到五月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>这次即将进行的太空飞行测试将只搭载两名飞行员，但也将携带美国国家航空航天局飞行机会计划下的微重力研究有效载荷。除了解决缩短 12 月尝试的问题外，维珍银河表示，此次太空飞行测试将进一步评估其客户舱，并测试航天器上的直播。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129456332","content_text":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nShares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.\n\nVirgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\nVirgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.\nThis upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195719578,"gmtCreate":1621314819394,"gmtModify":1634192501905,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"title":"","htmlText":"Like and comment please.","listText":"Like and comment please.","text":"Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195719578","repostId":"1124011196","repostType":4,"isVote":1,"tweetType":1,"viewCount":3545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196548209,"gmtCreate":1621082080801,"gmtModify":1634194109722,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196548209","repostId":"1157891284","repostType":4,"repost":{"id":"1157891284","kind":"news","pubTimestamp":1620998665,"share":"https://www.laohunote.com/m/news/1157891284?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:24","market":"us","language":"en","title":"Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是面对现实</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157891284","media":"zerohedge","summary":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme","content":"<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始蔓延时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车…….”突然，我们周围传来一声可怕的轰鸣声，天空中充满了看起来像巨大的蝙蝠，它们在汽车周围俯冲、尖叫和潜水，汽车从上到下以每小时100英里的速度行驶到拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大蛋羹馅饼因素</b>总体同比飙升 0.6% 至 6.2%，核心同比飙升 0.7% 至 4.1%。简而言之，短期内价格将会走高。市场反应：出售商品和加密货币，购买股票和债券。简而言之，<b>市场也决定再次走高，而不是面对现实。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民管道重新上线，因此能源价格逆转。尽管埃隆·马斯克<i>泵送</i>狗狗币 --因为今天以 'y' 结尾，而特斯拉的股价又下跌了？-- Colonial 向 *俄罗斯* 黑客支付了 500 万美元的加密货币赎金，这无法更清楚地说明为什么 SEC 可能想要介入。然而，认为风险突然又来了是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国军事空军基地停止运作（!）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是他在弗吉尼亚州兰利认识的一些人？日本正在延长病毒紧急状态，尽管奥运会显然仍然很快举行。印度的Covid危机仍在肆虐。在加沙，哈马斯宣称它故意向以色列位于迪莫纳的核反应堆发射火箭弹--尽管火箭弹位于顺风处，离核反应堆不远，但火箭弹没有击中或被击落。<b>是时候再次推出这个模因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想让（股票）走高并不是什么新鲜事：想想‘<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和像廉价海洛因一样央行干预的世界可以证明交易是合理的，这种交易看起来就像一个人通常用笑气、爆米花和K的组合来做的。</b>但是我们是不是做得太过分了？许多人声称，PPI和CPI数据表明，我们已经接近量化宽松过度，因为太多的流动性追逐太多现实世界的东西。然而，市场是要上市的。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在一次会议前服用了迷幻药：他告诉彭博社，他正在尝试服用有限数量的药物，或微剂量，以努力<i>提高他的注意力</i>（!）也许最直接的观点是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该负责任何事情。甚至做一碗麦片。不过，我或许能看出这位首席执行官想“搞砸”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>以亨特-汤普森（Hunter S Thompson）和《拉斯维加斯的恐惧与厌恶》为例。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克级别的享乐主义故事。它具有真正的文化意义，甚至社会经济意义。用一位评论家的话说，“<i>它融合了奇闻轶事、毒品狂热和对六十年代美国一代的深情沉思，具有近乎神话般的特质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大众文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎的《脾脏》<i>感知之门</i>“这一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦虚地承认自己的无知，但更有能力理解文字与事物的关系，理解系统的推理与它试图理解的深不可测的奥秘的关系，永远徒劳无功。</i>“这听起来不是比 “买下所有东西 ”或 “用你一生的积蓄以 100 倍的杠杆购买侮辱埃隆-马斯克的加密货币 ”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔尼达（Carlos Castaneda）和“<i>唐璜的教导</i>’:“<i>普通人依附于他的同伴，而战士只依附于无限</i>”;和 ”<i>一个有知识的人是一个如实跟随学习艰辛的人，一个在揭开个人力量秘密的过程中，不匆忙或犹豫，尽他所能去的人。</i>“人们可以看到想要成为市场上有知识的人所涉及的自我之旅（顺便说一句，唐特别警告过这样做的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有对事物的额外感知</b><i><b>真的</b></i><b>当回到一个简单的事实时，连接，甚至变成乌鸦的能力，都无济于事，那就是央行仍在加息，所有的鹰派都变成了鸽派。</b>有时候无知也是幸福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的回应是回想起上世纪七八十年代美国毒品喜剧演员奇奇（Cheech）和钟（Chong）的一部老电影--我忘了是哪部了--在这部电影中，钟在变装时坐在汽车后座上，戴着一条羽毛蟒蛇。(“因为 Cheech 和 Chong”。）在某个时刻，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。奇奇试图让他冷静下来，它实际上已经死了。这只会让钟更加害怕，因为他有一个<i>死的</i>他脖子上的物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，在我们现在面临的所有问题中，没有一个 “大团圆结局 ”会浮现在脑海中。通货膨胀和加息？坏的。通货膨胀和不加息？还是不好。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们先不要谈论潜在的大局风险。<b>尽管如此，市场还是会在有能力的时候上市：通过专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好镇。现实本身太扭曲了。</i>”</blockquote></p><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>Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是面对现实</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是面对现实</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-14 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始蔓延时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车…….”突然，我们周围传来一声可怕的轰鸣声，天空中充满了看起来像巨大的蝙蝠，它们在汽车周围俯冲、尖叫和潜水，汽车从上到下以每小时100英里的速度行驶到拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大蛋羹馅饼因素</b>总体同比飙升 0.6% 至 6.2%，核心同比飙升 0.7% 至 4.1%。简而言之，短期内价格将会走高。市场反应：出售商品和加密货币，购买股票和债券。简而言之，<b>市场也决定再次走高，而不是面对现实。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民管道重新上线，因此能源价格逆转。尽管埃隆·马斯克<i>泵送</i>狗狗币 --因为今天以 'y' 结尾，而特斯拉的股价又下跌了？-- Colonial 向 *俄罗斯* 黑客支付了 500 万美元的加密货币赎金，这无法更清楚地说明为什么 SEC 可能想要介入。然而，认为风险突然又来了是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国军事空军基地停止运作（!）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是他在弗吉尼亚州兰利认识的一些人？日本正在延长病毒紧急状态，尽管奥运会显然仍然很快举行。印度的Covid危机仍在肆虐。在加沙，哈马斯宣称它故意向以色列位于迪莫纳的核反应堆发射火箭弹--尽管火箭弹位于顺风处，离核反应堆不远，但火箭弹没有击中或被击落。<b>是时候再次推出这个模因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想让（股票）走高并不是什么新鲜事：想想‘<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和像廉价海洛因一样央行干预的世界可以证明交易是合理的，这种交易看起来就像一个人通常用笑气、爆米花和K的组合来做的。</b>但是我们是不是做得太过分了？许多人声称，PPI和CPI数据表明，我们已经接近量化宽松过度，因为太多的流动性追逐太多现实世界的东西。然而，市场是要上市的。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在一次会议前服用了迷幻药：他告诉彭博社，他正在尝试服用有限数量的药物，或微剂量，以努力<i>提高他的注意力</i>（!）也许最直接的观点是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该负责任何事情。甚至做一碗麦片。不过，我或许能看出这位首席执行官想“搞砸”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>以亨特-汤普森（Hunter S Thompson）和《拉斯维加斯的恐惧与厌恶》为例。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克级别的享乐主义故事。它具有真正的文化意义，甚至社会经济意义。用一位评论家的话说，“<i>它融合了奇闻轶事、毒品狂热和对六十年代美国一代的深情沉思，具有近乎神话般的特质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大众文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎的《脾脏》<i>感知之门</i>“这一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦虚地承认自己的无知，但更有能力理解文字与事物的关系，理解系统的推理与它试图理解的深不可测的奥秘的关系，永远徒劳无功。</i>“这听起来不是比 “买下所有东西 ”或 “用你一生的积蓄以 100 倍的杠杆购买侮辱埃隆-马斯克的加密货币 ”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔尼达（Carlos Castaneda）和“<i>唐璜的教导</i>’:“<i>普通人依附于他的同伴，而战士只依附于无限</i>”;和 ”<i>一个有知识的人是一个如实跟随学习艰辛的人，一个在揭开个人力量秘密的过程中，不匆忙或犹豫，尽他所能去的人。</i>“人们可以看到想要成为市场上有知识的人所涉及的自我之旅（顺便说一句，唐特别警告过这样做的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有对事物的额外感知</b><i><b>真的</b></i><b>当回到一个简单的事实时，连接，甚至变成乌鸦的能力，都无济于事，那就是央行仍在加息，所有的鹰派都变成了鸽派。</b>有时候无知也是幸福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的回应是回想起上世纪七八十年代美国毒品喜剧演员奇奇（Cheech）和钟（Chong）的一部老电影--我忘了是哪部了--在这部电影中，钟在变装时坐在汽车后座上，戴着一条羽毛蟒蛇。(“因为 Cheech 和 Chong”。）在某个时刻，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。奇奇试图让他冷静下来，它实际上已经死了。这只会让钟更加害怕，因为他有一个<i>死的</i>他脖子上的物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，在我们现在面临的所有问题中，没有一个 “大团圆结局 ”会浮现在脑海中。通货膨胀和加息？坏的。通货膨胀和不加息？还是不好。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们先不要谈论潜在的大局风险。<b>尽管如此，市场还是会在有能力的时候上市：通过专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好镇。现实本身太扭曲了。</i>”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157891284","content_text":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.\nYesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.\nYes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.\nThe pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.\nOf course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.\nIndeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.\nConsider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”\nFar less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?\nOr turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).\nYet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.\nMy own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.\nIn short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.\n\n “\n No, this is not a good town for psychedelic drugs. Reality itself is too twisted.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196812511,"gmtCreate":1621041768833,"gmtModify":1634194385981,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196812511","repostId":"1192552539","repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohunote.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的钱对雪花的看法是对的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey再次站在了利用这一数据金矿的最前沿。我们已经处理了我们跟踪的超过 887 家世界级投资公司的文件，现在可以访问这些文件中包含的集体智慧，这些文件基于他们 12 月 31 日的持股，这些数据在其他地方是无法获得的。您是否应该考虑将 Snowflake Inc（纽约证券交易所股票代码：SNOW）纳入您的投资组合？我们将从这种宝贵的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至 12 月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）在 54 家对冲基金的投资组合中。这一统计数据的历史最高值是59。SNOW 投资者应该意识到最近全球最大对冲基金的活动有所减少。我们的数据库中有 59 家对冲基金在第三季度末持有 SNOW 头寸。我们的计算还显示，SNOW 并未跻身对冲基金最受欢迎的 30 只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的指标是对冲基金和内幕交易情绪。我们的研究人员已经表明，从历史上看，那些遵循精英投资经理的最佳选择的人可以以健康的数量击败标普500（详情请见此处）。此外，自 2017 年 3 月（截至 2021 年 3 月）以来，我们每月时事通讯的多头股票精选投资组合的回报率为 197%，比标普500指数高出 124 个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们在寻找下一个伟大的投资想法时不遗余力。例如，锂开采是目前增长最快的行业之一，因此我们正在研究这样的股票推介<b>新兴锂股</b>.我们浏览了 10 种最佳氢燃料电池库存等列表，以选择下一个将提供 10 倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者信件，并在对冲基金会议上聆听股票推介。你可以订阅我们免费的每日时事通讯荣誉主页。现在让我们回顾一下围绕雪花公司（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为 SNOW 是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>第四季度末，Insider Monkey 追踪的对冲基金中共有 54 家做多该股，较一季度前变化-8%。相比之下，一年前没有对冲基金持有 SNOW 的股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股的最大持有者，以及哪些对冲基金正在做出大动作。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management 是 Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至 12 月底，其持股价值 2.6709 亿美元。紧随 Altimeter Capital Management 之后的是伯克希尔哈撒韦公司，该公司持有价值 17.237 亿美元的股份。Coatue Management、Tiger Global Management LLC 和 D1 Capital Partners 也非常喜欢这只股票，成为该公司最大的对冲基金持有人之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management 将最大权重分配给了 Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其 13F 投资组合的 24.71%。 3G Capitalis 也相对非常看好该股，将其 13F 股票投资组合的 9.45% 分配给了 SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于 Snowflake Inc（纽约证券交易所股票代码：SNOW）见证了整个对冲基金行业的兴趣下降，很容易看出上季度有一些基金经理决定出售其全部持股。有趣的是，Dmitry Balyasny 的 Balyasny Asset Managements 告别了 Insider Monkey 监控的所有对冲基金中最大的股份，总计近 4730 万美元的股票。Karthik Sarma 的基金 SRS Investment Management 也出售了价值约 3510 万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了 5 只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也来看看其他股票的对冲基金活动——不一定与 Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将了解 S&amp;P Global Inc.（纽约证券交易所股票代码：SPGI）、应用材料公司（纳斯达克股票代码：AMAT）、硕腾公司（纽约证券交易所股票代码：ZTS）、加拿大国家铁路公司（纽约证券交易所股票代码：CNI）、奥驰亚集团公司（纽约证券交易所股票代码：MO）、Fiserv, Inc.（纳斯达克股票代码：FISV）和蔚来（纽约证券交易所股票代码：NIO）。这组股票的市值与斯诺的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表] 股票代码、持仓 HF 数量、HF 头寸总值 (x1000)、HF 头寸变化 SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有 56.1 家对冲基金持有看涨头寸，投资于这些股票的平均金额为 29.88 亿美元。在斯诺的案例中，这个数字是77.23亿美元。Fiserv, Inc.（纳斯达克股票代码：FISV）是该表中最受欢迎的股票。另一方面，加拿大国家铁路公司（纽约证券交易所代码：）是最不受欢迎的公司，只有 31 个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对 SNOW 的总体对冲基金情绪得分为 45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票会获得更高的情绪得分。这是一个轻微的负面信号，我们宁愿花时间研究对冲基金正在囤积的股票。我们的计算显示，对冲基金中最受欢迎的10只股票在2019年和2020年的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW 远没有这 10 只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW 投资者感到失望，因为该股自 12 月底（截至 4 月 30 日）以来的回报率为 -17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的 10 只股票，因为其中大多数股票在 2020 年的表现已经优于市场。</blockquote></p><p></p>","source":"lsy1606273129822","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>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的钱对雪花的看法是对的吗？</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的钱对雪花的看法是对的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey再次站在了利用这一数据金矿的最前沿。我们已经处理了我们跟踪的超过 887 家世界级投资公司的文件，现在可以访问这些文件中包含的集体智慧，这些文件基于他们 12 月 31 日的持股，这些数据在其他地方是无法获得的。您是否应该考虑将 Snowflake Inc（纽约证券交易所股票代码：SNOW）纳入您的投资组合？我们将从这种宝贵的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至 12 月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）在 54 家对冲基金的投资组合中。这一统计数据的历史最高值是59。SNOW 投资者应该意识到最近全球最大对冲基金的活动有所减少。我们的数据库中有 59 家对冲基金在第三季度末持有 SNOW 头寸。我们的计算还显示，SNOW 并未跻身对冲基金最受欢迎的 30 只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的指标是对冲基金和内幕交易情绪。我们的研究人员已经表明，从历史上看，那些遵循精英投资经理的最佳选择的人可以以健康的数量击败标普500（详情请见此处）。此外，自 2017 年 3 月（截至 2021 年 3 月）以来，我们每月时事通讯的多头股票精选投资组合的回报率为 197%，比标普500指数高出 124 个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们在寻找下一个伟大的投资想法时不遗余力。例如，锂开采是目前增长最快的行业之一，因此我们正在研究这样的股票推介<b>新兴锂股</b>.我们浏览了 10 种最佳氢燃料电池库存等列表，以选择下一个将提供 10 倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者信件，并在对冲基金会议上聆听股票推介。你可以订阅我们免费的每日时事通讯荣誉主页。现在让我们回顾一下围绕雪花公司（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为 SNOW 是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>第四季度末，Insider Monkey 追踪的对冲基金中共有 54 家做多该股，较一季度前变化-8%。相比之下，一年前没有对冲基金持有 SNOW 的股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股的最大持有者，以及哪些对冲基金正在做出大动作。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management 是 Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至 12 月底，其持股价值 2.6709 亿美元。紧随 Altimeter Capital Management 之后的是伯克希尔哈撒韦公司，该公司持有价值 17.237 亿美元的股份。Coatue Management、Tiger Global Management LLC 和 D1 Capital Partners 也非常喜欢这只股票，成为该公司最大的对冲基金持有人之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management 将最大权重分配给了 Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其 13F 投资组合的 24.71%。 3G Capitalis 也相对非常看好该股，将其 13F 股票投资组合的 9.45% 分配给了 SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于 Snowflake Inc（纽约证券交易所股票代码：SNOW）见证了整个对冲基金行业的兴趣下降，很容易看出上季度有一些基金经理决定出售其全部持股。有趣的是，Dmitry Balyasny 的 Balyasny Asset Managements 告别了 Insider Monkey 监控的所有对冲基金中最大的股份，总计近 4730 万美元的股票。Karthik Sarma 的基金 SRS Investment Management 也出售了价值约 3510 万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了 5 只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也来看看其他股票的对冲基金活动——不一定与 Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将了解 S&amp;P Global Inc.（纽约证券交易所股票代码：SPGI）、应用材料公司（纳斯达克股票代码：AMAT）、硕腾公司（纽约证券交易所股票代码：ZTS）、加拿大国家铁路公司（纽约证券交易所股票代码：CNI）、奥驰亚集团公司（纽约证券交易所股票代码：MO）、Fiserv, Inc.（纳斯达克股票代码：FISV）和蔚来（纽约证券交易所股票代码：NIO）。这组股票的市值与斯诺的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表] 股票代码、持仓 HF 数量、HF 头寸总值 (x1000)、HF 头寸变化 SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有 56.1 家对冲基金持有看涨头寸，投资于这些股票的平均金额为 29.88 亿美元。在斯诺的案例中，这个数字是77.23亿美元。Fiserv, Inc.（纳斯达克股票代码：FISV）是该表中最受欢迎的股票。另一方面，加拿大国家铁路公司（纽约证券交易所代码：）是最不受欢迎的公司，只有 31 个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对 SNOW 的总体对冲基金情绪得分为 45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票会获得更高的情绪得分。这是一个轻微的负面信号，我们宁愿花时间研究对冲基金正在囤积的股票。我们的计算显示，对冲基金中最受欢迎的10只股票在2019年和2020年的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW 远没有这 10 只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW 投资者感到失望，因为该股自 12 月底（截至 4 月 30 日）以来的回报率为 -17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的 10 只股票，因为其中大多数股票在 2020 年的表现已经优于市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196968939,"gmtCreate":1621005886421,"gmtModify":1634194599204,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"title":"","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/196968939","repostId":"2135710626","repostType":4,"isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196984851,"gmtCreate":1621005367973,"gmtModify":1634194601435,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"title":"","htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196984851","repostId":"1115487503","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}