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Chris1233

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- Chris1233Chris1233
  ·2021-12-29
  Ok
  Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.
  Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and i
  Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.
  921 评论
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- Chris1233Chris1233
  ·2021-12-28
  Ok
  非常抱歉，此主贴已删除
  1,312 评论
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- Chris1233Chris1233
  ·2021-12-25
  Lol
  非常抱歉，此主贴已删除
  927 评论
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- Chris1233Chris1233
  ·2021-12-24
  Ok
  非常抱歉，此主贴已删除
  1,302 1
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- Chris1233Chris1233
  ·2021-12-23
  Ok
  非常抱歉，此主贴已删除
  1,019 1
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- Chris1233Chris1233
  ·2021-12-22
  Ok
  非常抱歉，此主贴已删除
  1,108 1
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- Chris1233Chris1233
  ·2021-12-20
  9k
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- Chris1233Chris1233
  ·2021-12-19
  Okkk
  非常抱歉，此主贴已删除
  1,339 评论
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- Chris1233Chris1233
  ·2021-12-18
  Ok
  J.P. Morgan's Kolanovic: Short squeeze likely into end of the year
  Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks
  J.P. Morgan's Kolanovic: Short squeeze likely into end of the year
  927 评论
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- Chris1233Chris1233
  ·2021-12-17
  9k
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As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&amp;P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).</p><p>For some perspective on the sector, <i>Barron’s</i> reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.</p><p><b><i>Barron’s</i></b><b>: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?</b></p><p><b>Helane Becker:</b>It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.</p><p><b>Is there any airline that you think is especially well positioned to get through this uncertain stretch?</b></p><p>They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.</p><p><b>What is your longer-term view of the airline industry?</b></p><p>No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.</p><p><b>When can investors expect capital returns from these companies to begin?</b></p><p>2022 should be a transition year but better than 2021.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Omicron Is Airlines’ Latest Setback. 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Why a Longtime Analyst Isn’t Worried.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather.  While these disruptions are certainly another setback for the airline sector—...</p>\n\n<a href=\"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","LUV":"西南航空","UAL":"联合大陆航空","DAL":"达美航空"},"source_url":"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113082313","content_text":"Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather.  While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).For some perspective on the sector, Barron’s reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.Barron’s: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?Helane Becker:It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.Is there any airline that you think is especially well positioned to get through this uncertain stretch?They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.What is your longer-term view of the airline industry?No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.When can investors expect capital returns from these companies to begin?2022 should be a transition year but better than 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696601406,"gmtCreate":1640674130784,"gmtModify":1640674130967,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696601406","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698220583,"gmtCreate":1640412336158,"gmtModify":1640412336391,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698220583","repostId":"2193178191","repostType":4,"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698872658,"gmtCreate":1640354486991,"gmtModify":1640354487217,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698872658","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691471275,"gmtCreate":1640234217098,"gmtModify":1640234217269,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691471275","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691644634,"gmtCreate":1640188486327,"gmtModify":1640188486488,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691644634","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693322087,"gmtCreate":1639974304725,"gmtModify":1639974304889,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"9k","listText":"9k","text":"9k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693322087","repostId":"2192989909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699793073,"gmtCreate":1639888340527,"gmtModify":1639888340727,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"Okkk","listText":"Okkk","text":"Okkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repost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08:04","market":"us","language":"en","title":"J.P. Morgan's Kolanovic: Short squeeze likely into end of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1122501085","media":"Seeking Alpha","summary":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks","content":"<ul>\n <p>Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p>\n <p>Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&amp;P (NYSEARCA:SPY) up 25%.</p>\n <p>\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p>\n <p>\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p>\n <p>Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p>\n <p>\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p>\n <p>\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p>\n <p>On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p>\n <p><img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n</ul>","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>J.P. Morgan's Kolanovic: Short squeeze likely into end of the year</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\">\nJ.P. Morgan's Kolanovic: Short squeeze likely into end of the year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic\">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://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122501085","content_text":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.\nMarko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.\n\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.\n\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"\nRetail resilience. There will be buying of equities into month- and quarter-end, he adds.\n\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"\n\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"\nOn the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699009703,"gmtCreate":1639716130207,"gmtModify":1639716130363,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586558475553764","authorIdStr":"3586558475553764"},"themes":[],"htmlText":"9k","listText":"9k","text":"9k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699009703","repostId":"2191917112","repostType":4,"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}