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GacktEng
GacktEng
·
2021-06-15
Comment and like pls
ContextLogic Inks Partnership Deal with PrestaShop; Shares Pop 12.7%
ContextLogic (WISH) has signed a two-year partnership deal with PrestaShop, a leading e-commerce pla
ContextLogic Inks Partnership Deal with PrestaShop; Shares Pop 12.7%
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GacktEng
GacktEng
·
2021-06-14
Comment pls
Looking for Tech Stocks? These 2 Are Great Buys
These tech leaders are seeing business trends pick up and they trade at reasonable valuations.
Looking for Tech Stocks? These 2 Are Great Buys
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GacktEng
GacktEng
·
2021-06-14
Comment n like pls
非常抱歉，此主贴已删除
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GacktEng
GacktEng
·
2021-06-14
Comment and like pls
非常抱歉，此主贴已删除
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GacktEng
GacktEng
·
2021-06-13
Comment n like pls
非常抱歉，此主贴已删除
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GacktEng
GacktEng
·
2021-06-12
Comment n like pls
非常抱歉，此主贴已删除
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GacktEng
GacktEng
·
2021-06-07
Best article
Forget AMC and GameStop, the hottest trade for hedge funds now is oil
While a lot of the market’s attention is focused on volatile stocks like AMC and GameStop, many hedg
Forget AMC and GameStop, the hottest trade for hedge funds now is oil
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GacktEng
GacktEng
·
2021-06-07
Comment n like pls
BlackBerry, AMC Remain Top WallStreetBets Interests Heading Into The Week, As GameStop Lags Behind
Blackberry Ltd and AMC Entertainment Holdings Inc were, by far, the most-mentioned stocks on the Red
BlackBerry, AMC Remain Top WallStreetBets Interests Heading Into The Week, As GameStop Lags Behind
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GacktEng
GacktEng
·
2021-06-05
Comment n like pls
The S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening
Investors may need to consider private equity to capture the returns that publicly traded stocks hav
The S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening
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GacktEng
GacktEng
·
2021-06-04
Comment n like pls
非常抱歉，此主贴已删除
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ContextLogic is an American online e-commerce platform that facilitates transactions between sellers and buyers.</p>\n<p>Following the deal announcement, shares of the company rose 12.7% to close at $11.27 on June 14.</p>\n<p>The partnership will enable merchants and brands on the PrestaShop platform to sell their products on the Wish marketplace. Moreover, PrestaShop merchants will be offered marketing and sales support, including special incentives.</p>\n<p>Wish will now be granted the official “Trusted Partner” status on PrestaShop. The deal will provide its customers with even more quality merchants and brands, which is expected to further boost online sales.</p>\n<p>ContextLogic’s Senior Business Development Manager Alan Small said, “Wish serves millions of consumers around the world by providing high-quality products at affordable prices and a personalized, entertaining shopping experience. Partnering with PrestaShop will enable us to offer our consumers even more quality merchants and brands and to provide Prestashop merchants with a global platform to transact on.” (See ContextLogic stock analysis on TipRanks)</p>\n<p>On May 13, Credit Suisse analyst Stephen Ju reiterated a Buy rating on the stock but decreased the price target to $24 from $31. This implies 113% upside potential to current levels.</p>\n<p>The analyst said that the better-than-expected revenue and adjusted EBITDA in Q1 were driven by higher AOVs and stronger logistics.</p>\n<p>The rest of the Street is cautiously optimistic about the stock with a Moderate Buy consensus rating based on 4 Buys and 2 Holds. The WISH average analyst price target of $20.50 implies 81.9% upside potential from current levels. 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ContextLogic is an American online e-commerce platform that facilitates transactions between ...</p>\n\n<a href=\"https://finance.yahoo.com/news/contextlogic-inks-partnership-deal-prestashop-105803315.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/contextlogic-inks-partnership-deal-prestashop-105803315.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2143562407","content_text":"ContextLogic (WISH) has signed a two-year partnership deal with PrestaShop, a leading e-commerce platform. ContextLogic is an American online e-commerce platform that facilitates transactions between sellers and buyers.\nFollowing the deal announcement, shares of the company rose 12.7% to close at $11.27 on June 14.\nThe partnership will enable merchants and brands on the PrestaShop platform to sell their products on the Wish marketplace. Moreover, PrestaShop merchants will be offered marketing and sales support, including special incentives.\nWish will now be granted the official “Trusted Partner” status on PrestaShop. The deal will provide its customers with even more quality merchants and brands, which is expected to further boost online sales.\nContextLogic’s Senior Business Development Manager Alan Small said, “Wish serves millions of consumers around the world by providing high-quality products at affordable prices and a personalized, entertaining shopping experience. Partnering with PrestaShop will enable us to offer our consumers even more quality merchants and brands and to provide Prestashop merchants with a global platform to transact on.” (See ContextLogic stock analysis on TipRanks)\nOn May 13, Credit Suisse analyst Stephen Ju reiterated a Buy rating on the stock but decreased the price target to $24 from $31. This implies 113% upside potential to current levels.\nThe analyst said that the better-than-expected revenue and adjusted EBITDA in Q1 were driven by higher AOVs and stronger logistics.\nThe rest of the Street is cautiously optimistic about the stock with a Moderate Buy consensus rating based on 4 Buys and 2 Holds. The WISH average analyst price target of $20.50 implies 81.9% upside potential from current levels. Shares have decreased 43.8% over the past six months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185218457,"gmtCreate":1623652432079,"gmtModify":1634030609799,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185218457","repostId":"1108874297","repostType":4,"repost":{"id":"1108874297","kind":"news","pubTimestamp":1623648201,"share":"https://www.laohu8.com/m/news/1108874297?lang=&edition=full","pubTime":"2021-06-14 13:23","market":"us","language":"en","title":"Looking for Tech Stocks? These 2 Are Great Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1108874297","media":"Motley Fool ","summary":"These tech leaders are seeing business trends pick up and they trade at reasonable valuations.","content":"<p>The <b>NASDAQ-100 Technology Sector</b> index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.</p>\n<p>Two stocks that are bucking that trend are <b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL) and <b>Dell Technologies</b>(NYSE:DELL). Here's why these stocks could have more upside in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d661948bdc8e3c30fae86266abb43f\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Alphabet</b></p>\n<p>Alphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020 as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.</p>\n<p>In the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter. More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.</p>\n<p>During the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"</p>\n<p>Alphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall. This is an important market share gain for Google, which continues to trail the leaders,<b>Microsoft</b> and <b>Amazon</b>.</p>\n<p>Overall, Alphabet has a wide competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.</p>\n<p>Of course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.</p>\n<p>Analysts expect this FAANG stock to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.</p>\n<p><b>2. Dell Technologies</b></p>\n<p>Many investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter, the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.</p>\n<p>After posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.</p>\n<p>\"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.</p>\n<p>The stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic. But it could still head higher, for a few reasons.</p>\n<p>First, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January. Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense. The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.</p>\n<p>Dell is also spinning off its 81% interest in <b>VMware</b>, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.</p>\n<p>Ultimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates. A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.</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>Looking for Tech Stocks? These 2 Are Great Buys</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\">\nLooking for Tech Stocks? These 2 Are Great Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 13:23 GMT+8 <a href=https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/><strong>Motley Fool </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The NASDAQ-100 Technology Sector index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","DELL":"戴尔","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/06/13/looking-for-tech-stocks-these-2-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108874297","content_text":"The NASDAQ-100 Technology Sector index has had a remarkable run over the last five years, delivering a return of 237%. But year to date, the rotation from expensive growth stocks to value stocks has led to higher volatility for many tech names that outperformed in 2020.\nTwo stocks that are bucking that trend are Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL) and Dell Technologies(NYSE:DELL). Here's why these stocks could have more upside in 2021.\nIMAGE SOURCE: GETTY IMAGES.\n1. Alphabet\nAlphabet's stock price has trounced the broader market, up 42% year to date. The online tech titan initially reported sluggish growth in 2020 as the pandemic slowed digital ad spending, which drives the bulk of Google search and YouTube revenue. But ad spending has been recovering strongly over the last few quarters.\nIn the first quarter, revenue grew 34% year over year, on top of 15% in the year-ago quarter. More people are relying on search to find vaccine information and look for jobs, which is boosting Google's advertising revenue in the search business. YouTube ad spending is also picking up as more people are turning to the video platform to watch reviews and shop for products.\nDuring the Q1 earnings call, Alphabet's Chief Business Officer Philipp Schindler said, \"We've seen great momentum in TrueView for Action ads, with a number of advertisers using the format doubling over the past year.\"\nAlphabet is also a leader in the booming cloud services market, where Google Cloud revenue surged 46% year over year. What's notable about this performance is that Google Cloud grew faster than the cloud market overall. This is an important market share gain for Google, which continues to trail the leaders,Microsoft and Amazon.\nOverall, Alphabet has a wide competitive moat, with a massive base of users who rely on Gmail, Google Maps, search, and YouTube every day.\nOf course, government regulation is a long-term threat here. Alphabet just reached a settlement with regulators in France, where it will pay $270 million in fines over an antitrust dispute. But this regulatory risk seems to already be reflected in the stock's valuation.\nAnalysts expect this FAANG stock to grow earnings per share at an annualized rate of 21% over the next five years, which is more than enough to support a forward P/E of 28.7 at the stock's current price.\n2. Dell Technologies\nMany investors remember Dell from the glory days of the PC boom a few decades ago. While the company benefited from a healthy PC market in the first quarter, the reason investors should consider buying shares is the momentum Dell is experiencing with its information technology business, along with other catalysts on the horizon.\nAfter posting a 1% decline in revenue through the first half of fiscal 2021, Dell has seen revenue accelerate to 9% in fiscal Q4 2021 and 12% in fiscal Q1 2022.\n\"There has been a substantial acceleration in digital transformation across the globe and you can see it in our results with record first-quarter revenue of $24.5 billion,\" Chief Operating Officer Jeff Clarke said in the earnings report.\nThe stock has doubled off its lows from a year ago, reflecting the company's improving outlook coming out of the pandemic. But it could still head higher, for a few reasons.\nFirst, Dell is rapidly paying down its debt, which stood at $37.9 billion at the end of April, down from $41.6 billion at the end of January. Debt reduction not only lowers financial risk for Dell, but it also boosts earnings growth, since lower debt also means lower interest expense. The recent reduction in debt lowered interest expense by approximately $162 million last quarter and contributed to a 59% jump in net profit.\nDell is also spinning off its 81% interest in VMware, which will provide proceeds of $9.3 billion to $9.7 billion to accelerate the reduction in debt.\nUltimately, valuation is what counts. The stock trades at a low price-to-earnings (P/E) multiple of 12 times forward earnings estimates. A combination of improving business growth, lower debt, and a cheap P/E make this a top tech stock to consider buying right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185218368,"gmtCreate":1623652362654,"gmtModify":1634030610493,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment n like pls ","listText":"Comment n like pls ","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185218368","repostId":"1149517771","repostType":4,"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185653596,"gmtCreate":1623647579615,"gmtModify":1634030660451,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment and like pls","listText":"Comment and like pls","text":"Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185653596","repostId":"1110781663","repostType":4,"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182557510,"gmtCreate":1623591985030,"gmtModify":1634031355784,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment n like pls","listText":"Comment n like pls","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182557510","repostId":"2143788707","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186650630,"gmtCreate":1623494924820,"gmtModify":1634032377116,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment n like pls","listText":"Comment n like pls","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186650630","repostId":"1133871419","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114367367,"gmtCreate":1623052041259,"gmtModify":1631883954549,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Best article","listText":"Best article","text":"Best article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114367367","repostId":"1132704789","repostType":4,"repost":{"id":"1132704789","kind":"news","pubTimestamp":1623050504,"share":"https://www.laohu8.com/m/news/1132704789?lang=&edition=full","pubTime":"2021-06-07 15:21","market":"us","language":"en","title":"Forget AMC and GameStop, the hottest trade for hedge funds now is oil","url":"https://stock-news.laohu8.com/highlight/detail?id=1132704789","media":"cnbc","summary":"While a lot of the market’s attention is focused on volatile stocks like AMC and GameStop, many hedg","content":"<div>\n<p>While a lot of the market’s attention is focused on volatile stocks like AMC and GameStop, many hedge funds are zeroing in on another trade: oil.The commodity has been on a tear with surging demand as...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/forget-amc-and-gamestop-the-hottest-trade-for-hedge-funds-now-is-oil.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Forget AMC and GameStop, the hottest trade for hedge funds now is oil</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\">\nForget AMC and GameStop, the hottest trade for hedge funds now is oil\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 15:21 GMT+8 <a href=https://www.cnbc.com/2021/06/04/forget-amc-and-gamestop-the-hottest-trade-for-hedge-funds-now-is-oil.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While a lot of the market’s attention is focused on volatile stocks like AMC and GameStop, many hedge funds are zeroing in on another trade: oil.The commodity has been on a tear with surging demand as...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/forget-amc-and-gamestop-the-hottest-trade-for-hedge-funds-now-is-oil.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","WMB":"威廉姆斯","HES":"赫斯","MRO":"马拉松石油","PSX":"Phillips 66"},"source_url":"https://www.cnbc.com/2021/06/04/forget-amc-and-gamestop-the-hottest-trade-for-hedge-funds-now-is-oil.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132704789","content_text":"While a lot of the market’s attention is focused on volatile stocks like AMC and GameStop, many hedge funds are zeroing in on another trade: oil.The commodity has been on a tear with surging demand as the global economy reopens.Brentis at a two-year high andWTI crudeis at levels not seen since October of 2018.Maglan Capital, a New York-based hedge fund, has the commodity as its top position. In December 2020 when oil was in the high $30s, just as the FDA was issuing emergency authorization for the use of vaccines, co-founder David Tawil correctly predicted prices would double.He’s now calling for oil to hit $100 a barrel by the end of the year.Tawil said in an interview that “supply is falling much faster than demand.” But he acknowledged the world is moving away from carbon fuels saying, “there will be some growth over the next few years but this will become a melting ice cube very quickly, this isn’t a forever asset.”He also believes the targets companies and the government have set for weaning themselves off oil “are far too aggressive.”The commodity itself is the best way to profit rather than getting in and out of stocks in the energy sector, according to Tawil. That strategy, however, can be more difficult for individual investors.Another big part of Maglan Capital’s case for oil is many Americans are flush with cash and they are making plans to get out and spend it. Tawil also doesn’t see OPEC making any major moves anytime soon, saying “they’re in a place where they’re happy.” He also said “the cost of oil in this country will go up faster as the U.S. moves into a full blown re-opening.”Many other hedge funds agree, but instead of playing the commodity they’re pumping money into big-name oil stocks.The biggest mover in the sector has been D.E. Shaw Group. The firm’s largest investment in the sector is a $261 million investment inChevronmade last quarter, according to recent filings.But in this case, they may have backed the wrong horse. The stock is up 27.5% so far in 2021, ranking third to last in theS&P Energysector, which is up 45% this year. Symmetric, which tracks hedge fund activity, also shows D.E. Shaw has been a big buyer ofExxon,Hess,Williams Cos.,Phillips 66andMarathon Oil.Marathon Oil has more than doubled so far this year. For the week, the shares are up 15% after several Wall Street analysts upgraded the stock.Besides D.E. Shaw, Marathon is also attracting investments from Voloridge Investment, Two Sigma, Gotham Asset Management and Tudor Investment, according to Symmetric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114333890,"gmtCreate":1623048566310,"gmtModify":1634095859215,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":" Comment n like pls","listText":" Comment n like pls","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/114333890","repostId":"1157387105","repostType":4,"repost":{"id":"1157387105","kind":"news","pubTimestamp":1623047155,"share":"https://www.laohu8.com/m/news/1157387105?lang=&edition=full","pubTime":"2021-06-07 14:25","market":"us","language":"en","title":"BlackBerry, AMC Remain Top WallStreetBets Interests Heading Into The Week, As GameStop Lags Behind","url":"https://stock-news.laohu8.com/highlight/detail?id=1157387105","media":"benzinga","summary":"Blackberry Ltd and AMC Entertainment Holdings Inc were, by far, the most-mentioned stocks on the Red","content":"<p><b>Blackberry Ltd</b> and <b>AMC Entertainment Holdings Inc</b> were, by far, the most-mentioned stocks on the Reddit investor forum r/WallStreetBets or WSB over a seven-day period, as on the eve of a fresh trading week, as per Quiver Quantitative Data.</p>\n<p><b>What Happened:</b>WSB is best-known for the retail investor-led short squeezes in <b>GameStop Corp</b> and others.</p>\n<p>GameStop was the third most discussed over a seven-day period on WSB.</p>\n<p>As of press time on Sunday evening, BlackBerry attracted 603 mentions on WSB over 24 hours, followed by AMC at 531.</p>\n<p><b>Clean Energy Fuels Corp</b> was on the third spot with 343 mentions, while GameStop with 281 mentions took the fourth spot.</p>\n<p>Over a 7-day period, BB and AMC seemed to hound all the attention, as per data compiled by Quiver Quantitative.</p>\n<p>On Friday, AMC shares closed 6.68% lower at $47.91 and fell 8.7% in the after-hours session to $43.74. On the same day, Blackberry shares closed 12.72% lower at $13.86 and fell another 3.54% in the after-hours trading to $13.37.</p>\n<p>GameStop shares closed 3.8% lower at $248.36 on Friday in the regular session and another almost 0.7% in the after-hours session.</p>\n<p><b>Why It Matters:</b>AMC has skyrocketed a whopping 2,159.9% since the year began, while GameStop has shot up 1,218.3%. BlackBerry too has shot up 109% in the same period.</p>\n<p>At the beginning of last week, AMC’s valuation shot past GameStop amid increasing interestin so-called stonks or shares favored by the retail crowd.</p>\n<p>AMC has benefitted from an increased ability to repay its debts and optimism surrounding the return of moviegoersto theatres in the post-pandemic era.</p>\n<p>However, as AMC stock cooled off late in the week, BlackBerry began to pick up steamon WSB with the company being mentioned in several high-profile posts on the forum.</p>\n<p>Investors can expect some news out of GameStop as the company is set to report its first-quarter results on Wednesday after market close.</p>","source":"lsy1606299360108","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>BlackBerry, AMC Remain Top WallStreetBets Interests Heading Into The Week, As GameStop Lags Behind</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\">\nBlackBerry, AMC Remain Top WallStreetBets Interests Heading Into The Week, As GameStop Lags Behind\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 14:25 GMT+8 <a href=https://www.benzinga.com/news/21/06/21444484/blackberry-amc-remain-top-wallstreetbets-interests-heading-into-the-week-as-gamestop-lags-behind><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blackberry Ltd and AMC Entertainment Holdings Inc were, by far, the most-mentioned stocks on the Reddit investor forum r/WallStreetBets or WSB over a seven-day period, as on the eve of a fresh trading...</p>\n\n<a href=\"https://www.benzinga.com/news/21/06/21444484/blackberry-amc-remain-top-wallstreetbets-interests-heading-into-the-week-as-gamestop-lags-behind\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","BB":"黑莓"},"source_url":"https://www.benzinga.com/news/21/06/21444484/blackberry-amc-remain-top-wallstreetbets-interests-heading-into-the-week-as-gamestop-lags-behind","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157387105","content_text":"Blackberry Ltd and AMC Entertainment Holdings Inc were, by far, the most-mentioned stocks on the Reddit investor forum r/WallStreetBets or WSB over a seven-day period, as on the eve of a fresh trading week, as per Quiver Quantitative Data.\nWhat Happened:WSB is best-known for the retail investor-led short squeezes in GameStop Corp and others.\nGameStop was the third most discussed over a seven-day period on WSB.\nAs of press time on Sunday evening, BlackBerry attracted 603 mentions on WSB over 24 hours, followed by AMC at 531.\nClean Energy Fuels Corp was on the third spot with 343 mentions, while GameStop with 281 mentions took the fourth spot.\nOver a 7-day period, BB and AMC seemed to hound all the attention, as per data compiled by Quiver Quantitative.\nOn Friday, AMC shares closed 6.68% lower at $47.91 and fell 8.7% in the after-hours session to $43.74. On the same day, Blackberry shares closed 12.72% lower at $13.86 and fell another 3.54% in the after-hours trading to $13.37.\nGameStop shares closed 3.8% lower at $248.36 on Friday in the regular session and another almost 0.7% in the after-hours session.\nWhy It Matters:AMC has skyrocketed a whopping 2,159.9% since the year began, while GameStop has shot up 1,218.3%. BlackBerry too has shot up 109% in the same period.\nAt the beginning of last week, AMC’s valuation shot past GameStop amid increasing interestin so-called stonks or shares favored by the retail crowd.\nAMC has benefitted from an increased ability to repay its debts and optimism surrounding the return of moviegoersto theatres in the post-pandemic era.\nHowever, as AMC stock cooled off late in the week, BlackBerry began to pick up steamon WSB with the company being mentioned in several high-profile posts on the forum.\nInvestors can expect some news out of GameStop as the company is set to report its first-quarter results on Wednesday after market close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112587854,"gmtCreate":1622887162078,"gmtModify":1634097055724,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment n like pls ","listText":"Comment n like pls ","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/112587854","repostId":"1162130057","repostType":4,"repost":{"id":"1162130057","kind":"news","pubTimestamp":1622862397,"share":"https://www.laohu8.com/m/news/1162130057?lang=&edition=full","pubTime":"2021-06-05 11:06","market":"us","language":"en","title":"The S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1162130057","media":"MarketWatch","summary":"Investors may need to consider private equity to capture the returns that publicly traded stocks hav","content":"<p>Investors may need to consider private equity to capture the returns that publicly traded stocks have provided</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab21eb0dc365f342dd26c49af9020305\" tg-width=\"1260\" tg-height=\"840\"><span>GETTY IMAGES</span></p>\n<p>Stock prices can’t indefinitely grow faster than the economy. This provides a crucial reality check for U.S. stock-market bulls, many of whom believe stocks can continue outperforming the U.S. economy in perpetuity. Over the past decade, for example, the S&P 500SPX,+0.88%on an inflation-adjusted total-return basis has outperformed real U.S. GDP by an annualized margin of 11.9% to 2.0%.</p>\n<p>Going forward, it could be the other way around, according to an argument advanced some years ago by Robert Arnott, founder of Research Affiliates, and William Bernstein, co-principal at Efficient Frontier Advisors. They pointed out that a portion of economic growth is attributable to non-public companies, such as startups and the like — a category they refer to as “entrepreneurial capitalism.”</p>\n<p>By definition, economic growth that non-public companies generate will not show up in the stock market— which only reflects the performance of publicly traded corporations. Arnott and Bernstein estimate that share prices historically have grown about two annualized percentage points slower than the overall economy.</p>\n<p>Such slippage has dire implications for the U.S. stock market’s future return. But I want to first discuss why the stock market’s stunning performance over the past decade was not due to economic growth. Instead, the bulk of that performance was due to three factors:</p>\n<ul>\n <li>Valuation changes: The S&P 500’s price/earnings ratio has doubled over the past decade.</li>\n <li>Increasing profit margins: The S&P 500’s operating margin over the past four quarters has averaged nearly two percentage points higher than it was a decade ago, according to data from Howard Silverblatt, senior index analyst at S&P Dow Jones Indices.</li>\n <li>Net buybacks: Over the past decade corporations have repurchased more shares than new shares they have issued. This has reduced the number of shares outstanding, and increased earnings per share.</li>\n</ul>\n<p>To appreciate the impact of these three factors, consider that the S&P 500 now would trade below 1,600 if there had been no change at all over the past decade with each of these three dimensions. While the chance of such a perfect storm is so low that you might be inclined to dismiss it out of hand, Bernstein said in an interview that he wouldn’t discount the possibility.</p>\n<p><b>Projecting the future</b></p>\n<p>The picture this analysis paints about the U.S. stock market’s future isn’t pretty, assuming the U.S. economy grows at the same pace over the next decade as the last. In that case, the only way the market can produce annualized returns greater than the low single-digits is for the P/E ratio and profit margins to continue rising or for net buybacks to continue reducing the number of shares outstanding — or for some combination of these three factors to occur.</p>\n<p>More likely, these three tailwinds will become headwinds. P/E ratios already are at or near the high end of their historical distribution, and they can’t go up forever. Profit margins also are at or near record levels and,as I argued earlier this week, there are good reasons to expect those margins to decline in coming years. While it’s possible that buybacks will outpace share issuance in coming years, that’s hardly a sure bet. Over the past 12 months, for example, there have been negative net buybacks — i.e. more shares have been issued than repurchased. In fact, Arnott pointed out in an email, for most of U.S. stock market history net buybacks have been negative.</p>\n<p>One can also wonder if an even-greater share of economic growth in coming years will accrue to non-public equity. Andrew Karolyi, dean of Cornell University’s SC Johnson College of Business, said in an interview that private equity now plays a much bigger role than in the past. One possible future, he said, is that the growth of the public stock market lags that of the overall economy by an increasing amount.</p>\n<p>One measure of the declining economic importance of the public corporation is the decreasing number of publicly traded companies, as reflected in the chart below. This decline has been overlooked by many on Wall Street, given their focus on the red-hot IPO market. But, as Karolyi pointed out, even as more companies are coming to market, there have also been an increasing number of delistings.</p>\n<p><img src=\"https://static.tigerbbs.com/3de45fd68cb24b2bdf2791d1f6b9fac0\" tg-width=\"1260\" tg-height=\"922\"></p>\n<p>For example, according to Refinitiv, through the end of May 2021 there was more than $1.6 trillion in domestic M&A activity, almost 50% higher than the previous calendar year that held the record for the most M&A activity for the first five months. We need to focus on both IPOs and delistings, Karolyi argued, just as demographers can only analyze population trends by focusing on births and deaths.</p>\n<p>“The role of publicly traded corporations in the overall economy may be changing,” Karolyi said. Their possible life cycle paths are expanding to include many that don’t end in becoming publicly traded, for example, or waiting much longer before doing so. Given the abundant liquidity in the private equity market, he added, it may very well become the preferred exit strategy for many companies that previously would have gone public.</p>\n<p>The bottom line? The past decade was extraordinary for publicly traded U.S. stocks. Don’t expect that to continue indefinitely.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 would be below 1,600 without these 3 pillars and those supports are now weakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 11:06 GMT+8 <a href=https://www.marketwatch.com/story/the-s-p-500-would-be-below-1-600-without-these-3-pillars-and-those-supports-are-now-weakening-11622781972?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors may need to consider private equity to capture the returns that publicly traded stocks have provided\nGETTY IMAGES\nStock prices can’t indefinitely grow faster than the economy. This provides ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-s-p-500-would-be-below-1-600-without-these-3-pillars-and-those-supports-are-now-weakening-11622781972?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-would-be-below-1-600-without-these-3-pillars-and-those-supports-are-now-weakening-11622781972?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162130057","content_text":"Investors may need to consider private equity to capture the returns that publicly traded stocks have provided\nGETTY IMAGES\nStock prices can’t indefinitely grow faster than the economy. This provides a crucial reality check for U.S. stock-market bulls, many of whom believe stocks can continue outperforming the U.S. economy in perpetuity. Over the past decade, for example, the S&P 500SPX,+0.88%on an inflation-adjusted total-return basis has outperformed real U.S. GDP by an annualized margin of 11.9% to 2.0%.\nGoing forward, it could be the other way around, according to an argument advanced some years ago by Robert Arnott, founder of Research Affiliates, and William Bernstein, co-principal at Efficient Frontier Advisors. They pointed out that a portion of economic growth is attributable to non-public companies, such as startups and the like — a category they refer to as “entrepreneurial capitalism.”\nBy definition, economic growth that non-public companies generate will not show up in the stock market— which only reflects the performance of publicly traded corporations. Arnott and Bernstein estimate that share prices historically have grown about two annualized percentage points slower than the overall economy.\nSuch slippage has dire implications for the U.S. stock market’s future return. But I want to first discuss why the stock market’s stunning performance over the past decade was not due to economic growth. Instead, the bulk of that performance was due to three factors:\n\nValuation changes: The S&P 500’s price/earnings ratio has doubled over the past decade.\nIncreasing profit margins: The S&P 500’s operating margin over the past four quarters has averaged nearly two percentage points higher than it was a decade ago, according to data from Howard Silverblatt, senior index analyst at S&P Dow Jones Indices.\nNet buybacks: Over the past decade corporations have repurchased more shares than new shares they have issued. This has reduced the number of shares outstanding, and increased earnings per share.\n\nTo appreciate the impact of these three factors, consider that the S&P 500 now would trade below 1,600 if there had been no change at all over the past decade with each of these three dimensions. While the chance of such a perfect storm is so low that you might be inclined to dismiss it out of hand, Bernstein said in an interview that he wouldn’t discount the possibility.\nProjecting the future\nThe picture this analysis paints about the U.S. stock market’s future isn’t pretty, assuming the U.S. economy grows at the same pace over the next decade as the last. In that case, the only way the market can produce annualized returns greater than the low single-digits is for the P/E ratio and profit margins to continue rising or for net buybacks to continue reducing the number of shares outstanding — or for some combination of these three factors to occur.\nMore likely, these three tailwinds will become headwinds. P/E ratios already are at or near the high end of their historical distribution, and they can’t go up forever. Profit margins also are at or near record levels and,as I argued earlier this week, there are good reasons to expect those margins to decline in coming years. While it’s possible that buybacks will outpace share issuance in coming years, that’s hardly a sure bet. Over the past 12 months, for example, there have been negative net buybacks — i.e. more shares have been issued than repurchased. In fact, Arnott pointed out in an email, for most of U.S. stock market history net buybacks have been negative.\nOne can also wonder if an even-greater share of economic growth in coming years will accrue to non-public equity. Andrew Karolyi, dean of Cornell University’s SC Johnson College of Business, said in an interview that private equity now plays a much bigger role than in the past. One possible future, he said, is that the growth of the public stock market lags that of the overall economy by an increasing amount.\nOne measure of the declining economic importance of the public corporation is the decreasing number of publicly traded companies, as reflected in the chart below. This decline has been overlooked by many on Wall Street, given their focus on the red-hot IPO market. But, as Karolyi pointed out, even as more companies are coming to market, there have also been an increasing number of delistings.\n\nFor example, according to Refinitiv, through the end of May 2021 there was more than $1.6 trillion in domestic M&A activity, almost 50% higher than the previous calendar year that held the record for the most M&A activity for the first five months. We need to focus on both IPOs and delistings, Karolyi argued, just as demographers can only analyze population trends by focusing on births and deaths.\n“The role of publicly traded corporations in the overall economy may be changing,” Karolyi said. Their possible life cycle paths are expanding to include many that don’t end in becoming publicly traded, for example, or waiting much longer before doing so. Given the abundant liquidity in the private equity market, he added, it may very well become the preferred exit strategy for many companies that previously would have gone public.\nThe bottom line? The past decade was extraordinary for publicly traded U.S. stocks. Don’t expect that to continue indefinitely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116328482,"gmtCreate":1622775684046,"gmtModify":1634098119659,"author":{"id":"3583823859758620","authorId":"3583823859758620","name":"GacktEng","avatar":"https://static.tigerbbs.com/f46820dfef2abefa70609fe49af45714","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583823859758620","authorIdStr":"3583823859758620"},"themes":[],"htmlText":"Comment n like pls","listText":"Comment n like pls","text":"Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116328482","repostId":"2140843479","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}