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CheeMang

CheeMang

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2024-10-29

DHT will continue to rally till election day

2024-07-24

Market is red again

2024-03-01

$Tiger Brokers(TIGR)$

2021-06-26

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2021-06-17

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2021-06-15

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Novavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants

2021-06-14

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2021-06-12

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Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare

2021-06-12

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Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare

2021-06-11

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"As I Was Going To St Ives"... Why Today's G7 Meeting Is Important

2021-06-11

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"As I Was Going To St Ives"... Why Today's G7 Meeting Is Important

2021-06-09

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2021-06-09

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2021-06-01

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2021-06-01

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2021-05-31

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2021-05-30

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2021-05-30

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2021-05-29

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2021-05-29

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The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

Go to Tiger App to see more news

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will continue to rally till election day&nbsp;","listText":"DHT will continue to rally till election day&nbsp;","text":"DHT will continue to rally till election day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365378886168704","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330978122453240,"gmtCreate":1721813056662,"gmtModify":1721813060994,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Market is red again&nbsp;","listText":"Market is red again&nbsp;","text":"Market is red again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330978122453240","isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279654470815936,"gmtCreate":1709296479022,"gmtModify":1709296481631,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/279654470815936","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125184351,"gmtCreate":1624664409273,"gmtModify":1703842953148,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Nice. Comment and like pls","listText":"Nice. Comment and like pls","text":"Nice. Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125184351","repostId":"2146079086","repostType":4,"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163689518,"gmtCreate":1623882810234,"gmtModify":1703822191385,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/163689518","repostId":"2143978737","repostType":4,"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184874282,"gmtCreate":1623711224546,"gmtModify":1704209056089,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184874282","repostId":"2143780519","repostType":4,"repost":{"id":"2143780519","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1623679234,"share":"https://ttm.financial/m/news/2143780519?lang=en_US&edition=fundamental","pubTime":"2021-06-14 22:00","market":"us","language":"en","title":"Novavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants","url":"https://stock-news.laohu8.com/highlight/detail?id=2143780519","media":"Investors","summary":"Novavax said Monday its Covid vaccine was more than 93% protective against troublesome variants in final-phase testing.","content":"<p><b>Novavax</b> said Monday its Covid vaccine was more than 93% protective against troublesome variants in final-phase testing. But NVAX stock yo-yoed on the news.</p>\n<p>The study took place in the U.S. and Mexico, and sets Novavax up to request authorization for its coronavirus vaccine in the U.S. Novavax has already begun rolling reviews in Canada, Australia, New Zealand, the U.K. and Europe.</p>\n<p>\"Novavax continues to work with a sense of urgency to complete our regulatory submissions and deliver this vaccine, built on a well understood and proven platform, to a world that is still in great need of vaccines,\" Chief Executive Stanley Erck said in a written statement.</p>\n<p>In morning trading on the stock market today, NVAX stock jumped as high as 9.4%. But shares were down a fraction near 209.70 in recent action.</p>\n<h2>NVAX Stock Yo-Yoes On Vaccine Test</h2>\n<p>Overall, Novavax said its vaccine was 90.4% effective. That was based on a test of 29,960 people at 119 sites in the U.S. and Mexico. There were 77 cases of Covid among study participants, with 63 in the placebo group and 14 in the vaccine group. Cases in the vaccine group were mild.</p>\n<p>There were 10 moderate and four severe cases, all of which occurred in the placebo group. That means the vaccine was 100% protective against moderate and severe Covid-19. Novavax noted all hospitalizations and deaths occurred in the placebo group.</p>\n<p>Further, the vaccine was 91% effective in people at high risk of severe disease.</p>\n<p>NVAX stock initially rose to its highest point in a month.</p>\n<h2>Protective Against Variants</h2>\n<p>Novavax sequenced 54 out of the 77 positive Covid cases. Of those, 35 were \"variants of concern,\" which includes mutations first discovered in the U.K., South Africa, Japan/Brazil and California. Another 17 were \"variants of interest.\" The vaccine was 93.2% protective against these.</p>\n<p>Another 10 were other variants. All of these occurred in the placebo group.</p>\n<p>Bullishly for NVAX stock, the vaccine was generally well tolerated. This is key as U.S. officials look into a heart condition possibly tied to vaccines from Pfizer and Moderna, and after Johnson &amp; Johnson's vaccine was temporarily suspended due to blood clots.</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>Novavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants</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\">\nNovavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-06-14 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Novavax</b> said Monday its Covid vaccine was more than 93% protective against troublesome variants in final-phase testing. But NVAX stock yo-yoed on the news.</p>\n<p>The study took place in the U.S. and Mexico, and sets Novavax up to request authorization for its coronavirus vaccine in the U.S. Novavax has already begun rolling reviews in Canada, Australia, New Zealand, the U.K. and Europe.</p>\n<p>\"Novavax continues to work with a sense of urgency to complete our regulatory submissions and deliver this vaccine, built on a well understood and proven platform, to a world that is still in great need of vaccines,\" Chief Executive Stanley Erck said in a written statement.</p>\n<p>In morning trading on the stock market today, NVAX stock jumped as high as 9.4%. But shares were down a fraction near 209.70 in recent action.</p>\n<h2>NVAX Stock Yo-Yoes On Vaccine Test</h2>\n<p>Overall, Novavax said its vaccine was 90.4% effective. That was based on a test of 29,960 people at 119 sites in the U.S. and Mexico. There were 77 cases of Covid among study participants, with 63 in the placebo group and 14 in the vaccine group. Cases in the vaccine group were mild.</p>\n<p>There were 10 moderate and four severe cases, all of which occurred in the placebo group. That means the vaccine was 100% protective against moderate and severe Covid-19. Novavax noted all hospitalizations and deaths occurred in the placebo group.</p>\n<p>Further, the vaccine was 91% effective in people at high risk of severe disease.</p>\n<p>NVAX stock initially rose to its highest point in a month.</p>\n<h2>Protective Against Variants</h2>\n<p>Novavax sequenced 54 out of the 77 positive Covid cases. Of those, 35 were \"variants of concern,\" which includes mutations first discovered in the U.K., South Africa, Japan/Brazil and California. Another 17 were \"variants of interest.\" The vaccine was 93.2% protective against these.</p>\n<p>Another 10 were other variants. All of these occurred in the placebo group.</p>\n<p>Bullishly for NVAX stock, the vaccine was generally well tolerated. This is key as U.S. officials look into a heart condition possibly tied to vaccines from Pfizer and Moderna, and after Johnson &amp; Johnson's vaccine was temporarily suspended due to blood clots.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143780519","content_text":"Novavax said Monday its Covid vaccine was more than 93% protective against troublesome variants in final-phase testing. But NVAX stock yo-yoed on the news.\nThe study took place in the U.S. and Mexico, and sets Novavax up to request authorization for its coronavirus vaccine in the U.S. Novavax has already begun rolling reviews in Canada, Australia, New Zealand, the U.K. and Europe.\n\"Novavax continues to work with a sense of urgency to complete our regulatory submissions and deliver this vaccine, built on a well understood and proven platform, to a world that is still in great need of vaccines,\" Chief Executive Stanley Erck said in a written statement.\nIn morning trading on the stock market today, NVAX stock jumped as high as 9.4%. But shares were down a fraction near 209.70 in recent action.\nNVAX Stock Yo-Yoes On Vaccine Test\nOverall, Novavax said its vaccine was 90.4% effective. That was based on a test of 29,960 people at 119 sites in the U.S. and Mexico. There were 77 cases of Covid among study participants, with 63 in the placebo group and 14 in the vaccine group. Cases in the vaccine group were mild.\nThere were 10 moderate and four severe cases, all of which occurred in the placebo group. That means the vaccine was 100% protective against moderate and severe Covid-19. Novavax noted all hospitalizations and deaths occurred in the placebo group.\nFurther, the vaccine was 91% effective in people at high risk of severe disease.\nNVAX stock initially rose to its highest point in a month.\nProtective Against Variants\nNovavax sequenced 54 out of the 77 positive Covid cases. Of those, 35 were \"variants of concern,\" which includes mutations first discovered in the U.K., South Africa, Japan/Brazil and California. Another 17 were \"variants of interest.\" The vaccine was 93.2% protective against these.\nAnother 10 were other variants. All of these occurred in the placebo group.\nBullishly for NVAX stock, the vaccine was generally well tolerated. This is key as U.S. officials look into a heart condition possibly tied to vaccines from Pfizer and Moderna, and after Johnson & Johnson's vaccine was temporarily suspended due to blood clots.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184389348,"gmtCreate":1623684307084,"gmtModify":1704208708962,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Nice.&nbsp;","listText":"Nice.&nbsp;","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184389348","repostId":"2143780057","repostType":4,"isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186823670,"gmtCreate":1623485786790,"gmtModify":1704204947154,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"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":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186823670","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://ttm.financial/m/news/1118102755?lang=en_US&edition=fundamental","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p>\n<p>“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p>\n<p>Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p>\n<p>“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to “defensives”</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p>\n<p>“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p>\n<p>Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</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>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare</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\">\nDon’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186823338,"gmtCreate":1623485776724,"gmtModify":1704204946670,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186823338","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://ttm.financial/m/news/1118102755?lang=en_US&edition=fundamental","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p>\n<p>“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p>\n<p>Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p>\n<p>“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to “defensives”</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p>\n<p>“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p>\n<p>Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</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>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare</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\">\nDon’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188392718,"gmtCreate":1623420982934,"gmtModify":1704203253053,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188392718","repostId":"1145537442","repostType":4,"repost":{"id":"1145537442","kind":"news","pubTimestamp":1623419872,"share":"https://ttm.financial/m/news/1145537442?lang=en_US&edition=fundamental","pubTime":"2021-06-11 21:57","market":"us","language":"en","title":"\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important","url":"https://stock-news.laohu8.com/highlight/detail?id=1145537442","media":"zerohedge","summary":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife h","content":"<p><u><b>As I was going to St Ives...</b></u></p>\n<blockquote>\n <i>“As I was going to St. Ives, I met a man with</i>(G)\n <i>7 wives; Each wife had</i>(G)\n <i>7 sacks; Each sack had</i>(G)\n <i>7 cats; Each cat had</i>(G)\n <i>7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”</i>\n</blockquote>\n<p>This old English riddle is appropriate today given<b>G7 leaders’ (and wives, sacks, cats, and kits) are all</b><i><b>in</b></i><b>St Ives</b>, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.</p>\n<p>The multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.<b>Yesterday’s US CPI report surprised to the upside</b>, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “<i>Sic transit(ory) in incremento pretiorum mundi,”</i>said the US Treasury market, with<b>10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% again</b>regardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand we<i>are</i>clearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!</p>\n<p>That said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?</p>\n<p>Meanwhile, back to the G7 and entourage. This is an important meeting:<b>there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.</b></p>\n<p><b>Then again, this G7 are no FDR, Churchill, and Stalin</b>. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,<b>today celebrating a test-run of gas through the Nord Stream 2 gas pipeline</b>, and continuing to back doing as much business as possible with China. As such, we should temper expectations:<b>not so much Potsdam and storms in a tea pot?</b></p>\n<p>Yet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.</p>\n<p>Meanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"<i>refusal to issue visas, denial of entry, deportation... and sealing, seizing, and</i><b><i>freezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials</i></b>.\" In short, a Western bank or firm<i>must</i>comply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.</p>\n<p>We may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.<b>And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.</b>The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.</p>\n<p>Which brings me back to the opening riddle.</p>\n<p>How many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -<i>only the narrator was GOING to St Ives, and the others were coming FROM it.</i>Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.</p>\n<p>Happy Friday!</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>\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important</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\">\n\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How...</p>\n\n<a href=\"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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":"1145537442","content_text":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”\n\nThis old English riddle is appropriate today givenG7 leaders’ (and wives, sacks, cats, and kits) are allinSt Ives, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.\nThe multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.Yesterday’s US CPI report surprised to the upside, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “Sic transit(ory) in incremento pretiorum mundi,”said the US Treasury market, with10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% againregardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand weareclearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!\nThat said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?\nMeanwhile, back to the G7 and entourage. This is an important meeting:there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.\nThen again, this G7 are no FDR, Churchill, and Stalin. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,today celebrating a test-run of gas through the Nord Stream 2 gas pipeline, and continuing to back doing as much business as possible with China. As such, we should temper expectations:not so much Potsdam and storms in a tea pot?\nYet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.\nMeanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"refusal to issue visas, denial of entry, deportation... and sealing, seizing, andfreezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials.\" In short, a Western bank or firmmustcomply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.\nWe may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.\nWhich brings me back to the opening riddle.\nHow many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -only the narrator was GOING to St Ives, and the others were coming FROM it.Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.\nHappy Friday!","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188396042,"gmtCreate":1623420955986,"gmtModify":1704203251420,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188396042","repostId":"1145537442","repostType":4,"repost":{"id":"1145537442","kind":"news","pubTimestamp":1623419872,"share":"https://ttm.financial/m/news/1145537442?lang=en_US&edition=fundamental","pubTime":"2021-06-11 21:57","market":"us","language":"en","title":"\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important","url":"https://stock-news.laohu8.com/highlight/detail?id=1145537442","media":"zerohedge","summary":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife h","content":"<p><u><b>As I was going to St Ives...</b></u></p>\n<blockquote>\n <i>“As I was going to St. Ives, I met a man with</i>(G)\n <i>7 wives; Each wife had</i>(G)\n <i>7 sacks; Each sack had</i>(G)\n <i>7 cats; Each cat had</i>(G)\n <i>7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”</i>\n</blockquote>\n<p>This old English riddle is appropriate today given<b>G7 leaders’ (and wives, sacks, cats, and kits) are all</b><i><b>in</b></i><b>St Ives</b>, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.</p>\n<p>The multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.<b>Yesterday’s US CPI report surprised to the upside</b>, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “<i>Sic transit(ory) in incremento pretiorum mundi,”</i>said the US Treasury market, with<b>10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% again</b>regardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand we<i>are</i>clearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!</p>\n<p>That said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?</p>\n<p>Meanwhile, back to the G7 and entourage. This is an important meeting:<b>there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.</b></p>\n<p><b>Then again, this G7 are no FDR, Churchill, and Stalin</b>. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,<b>today celebrating a test-run of gas through the Nord Stream 2 gas pipeline</b>, and continuing to back doing as much business as possible with China. As such, we should temper expectations:<b>not so much Potsdam and storms in a tea pot?</b></p>\n<p>Yet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.</p>\n<p>Meanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"<i>refusal to issue visas, denial of entry, deportation... and sealing, seizing, and</i><b><i>freezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials</i></b>.\" In short, a Western bank or firm<i>must</i>comply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.</p>\n<p>We may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.<b>And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.</b>The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.</p>\n<p>Which brings me back to the opening riddle.</p>\n<p>How many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -<i>only the narrator was GOING to St Ives, and the others were coming FROM it.</i>Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.</p>\n<p>Happy Friday!</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>\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important</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\">\n\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How...</p>\n\n<a href=\"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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":"1145537442","content_text":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”\n\nThis old English riddle is appropriate today givenG7 leaders’ (and wives, sacks, cats, and kits) are allinSt Ives, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.\nThe multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.Yesterday’s US CPI report surprised to the upside, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “Sic transit(ory) in incremento pretiorum mundi,”said the US Treasury market, with10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% againregardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand weareclearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!\nThat said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?\nMeanwhile, back to the G7 and entourage. This is an important meeting:there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.\nThen again, this G7 are no FDR, Churchill, and Stalin. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,today celebrating a test-run of gas through the Nord Stream 2 gas pipeline, and continuing to back doing as much business as possible with China. As such, we should temper expectations:not so much Potsdam and storms in a tea pot?\nYet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.\nMeanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"refusal to issue visas, denial of entry, deportation... and sealing, seizing, andfreezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials.\" In short, a Western bank or firmmustcomply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.\nWe may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.\nWhich brings me back to the opening riddle.\nHow many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -only the narrator was GOING to St Ives, and the others were coming FROM it.Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.\nHappy Friday!","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189842897,"gmtCreate":1623252820219,"gmtModify":1704199512936,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and 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pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137338878,"gmtCreate":1622297012694,"gmtModify":1704182804764,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137338878","repostId":"2138488778","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137338152,"gmtCreate":1622296997776,"gmtModify":1704182804442,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573033813970769","authorIdStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137338152","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=en_US&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1,"symbols_score_info":{"WGO":0.9}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579653595425309","authorId":"3579653595425309","name":"azotest","avatar":"https://static.tigerbbs.com/9bd8f412814fbaeb758280a91014dd5a","crmLevel":11,"crmLevelSwitch":1,"idStr":"3579653595425309","authorIdStr":"3579653595425309"},"content":"Please reply","text":"Please reply","html":"Please reply"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382919859,"gmtCreate":1613346971471,"gmtModify":1704879942013,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>Merger next week ? Any comments ?","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>Merger next week ? Any comments ?","text":"$Churchill Capital Corp IV(CCIV)$Merger next week ? Any comments ?","images":[{"img":"https://static.tigerbbs.com/48064cc684265b90e6f0ef60f309e92f","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/382919859","isVote":1,"tweetType":1,"viewCount":2258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188392718,"gmtCreate":1623420982934,"gmtModify":1704203253053,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188392718","repostId":"1145537442","repostType":4,"repost":{"id":"1145537442","kind":"news","pubTimestamp":1623419872,"share":"https://ttm.financial/m/news/1145537442?lang=en_US&edition=fundamental","pubTime":"2021-06-11 21:57","market":"us","language":"en","title":"\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important","url":"https://stock-news.laohu8.com/highlight/detail?id=1145537442","media":"zerohedge","summary":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife h","content":"<p><u><b>As I was going to St Ives...</b></u></p>\n<blockquote>\n <i>“As I was going to St. Ives, I met a man with</i>(G)\n <i>7 wives; Each wife had</i>(G)\n <i>7 sacks; Each sack had</i>(G)\n <i>7 cats; Each cat had</i>(G)\n <i>7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”</i>\n</blockquote>\n<p>This old English riddle is appropriate today given<b>G7 leaders’ (and wives, sacks, cats, and kits) are all</b><i><b>in</b></i><b>St Ives</b>, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.</p>\n<p>The multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.<b>Yesterday’s US CPI report surprised to the upside</b>, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “<i>Sic transit(ory) in incremento pretiorum mundi,”</i>said the US Treasury market, with<b>10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% again</b>regardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand we<i>are</i>clearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!</p>\n<p>That said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?</p>\n<p>Meanwhile, back to the G7 and entourage. This is an important meeting:<b>there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.</b></p>\n<p><b>Then again, this G7 are no FDR, Churchill, and Stalin</b>. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,<b>today celebrating a test-run of gas through the Nord Stream 2 gas pipeline</b>, and continuing to back doing as much business as possible with China. As such, we should temper expectations:<b>not so much Potsdam and storms in a tea pot?</b></p>\n<p>Yet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.</p>\n<p>Meanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"<i>refusal to issue visas, denial of entry, deportation... and sealing, seizing, and</i><b><i>freezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials</i></b>.\" In short, a Western bank or firm<i>must</i>comply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.</p>\n<p>We may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.<b>And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.</b>The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.</p>\n<p>Which brings me back to the opening riddle.</p>\n<p>How many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -<i>only the narrator was GOING to St Ives, and the others were coming FROM it.</i>Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.</p>\n<p>Happy Friday!</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>\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important</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\">\n\"As I Was Going To St Ives\"... Why Today's G7 Meeting Is Important\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How...</p>\n\n<a href=\"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/i-was-going-st-ives-why-todays-g7-meeting-important?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":"1145537442","content_text":"As I was going to St Ives...\n\n“As I was going to St. Ives, I met a man with(G)\n 7 wives; Each wife had(G)\n 7 sacks; Each sack had(G)\n 7 cats; Each cat had(G)\n 7 kits; Kits, cats, sacks, and wives, How many were there going to St. Ives?”\n\nThis old English riddle is appropriate today givenG7 leaders’ (and wives, sacks, cats, and kits) are allinSt Ives, Cornwall – and traffic is murder as a result. Don’t even think about trying to get a cream tea there.\nThe multiplicative element of the riddle also seems appropriate given inflation keeps running hot – and the market keeps saying not.Yesterday’s US CPI report surprised to the upside, with headline inflation up 0.6% m/m and 5.0% y/y, while even core CPI was up 0.7% m/m and 3.8% y/y. “Sic transit(ory) in incremento pretiorum mundi,”said the US Treasury market, with10-year yields spiking 5bp to 1.53% - and then collapsing back to 1.43% againregardless. The riddle contained in *that* is perhaps answered by short-covering, and the market seeing this surge as still a re-opening related supply shock (used car prices, etc., etc.) with no wage response looming, and so it will end up as destructive of demand in the end. Moreover, the surge in US demand weareclearly seeing, until current stimulus runs out in a few months, and the ever-present monthly Fed QE largesse, is seeing exporters to the US make serious hay, and their FX reserve levels surge in tandem. Those dollars have to go somewhere other than meme-stonks and rude cryptos: welcome to the Treasury market!\nThat said, there might be more stimulus ahead than thought. Swing senator Manchin, and nine others, have proposed a newcompromise infrastructure fiscal package of $1.0 trillion over 5 years, with no tax hikes. It’s not the $4 trillion first floated over 10 years, but it’s hardly chopped liver at $200bn a year with no off-setting tax hikes – that is around 1% of US GDP alone. Might this move the Treasury needle, or will it be soothed at the climb-down and presumption that even if this happens, none of it will be Made in America, as promised?\nMeanwhile, back to the G7 and entourage. This is an important meeting:there is the 15% tax deal, and opt-outs; a global vaccine plan; the background chill over Northern Ireland and chilled meats; and some commentators see this as US President Biden’s last chance to get Canada and the EU to agree to side with him in what he calls ‘a struggle between democracies and autocracies’, which has the smell of Potsdam and Yalta to it. So, weighty matters.\nThen again, this G7 are no FDR, Churchill, and Stalin. We have Biden, with his Cold War vision; Suga of Japan, ramping up defence spending “dramatically” with a more muscular foreign policy; Moon of South Korea, traditionally more cautious, but edging closer to the US in some key areas; Morrison of Australia, giving Cold War/Churchillian speeches; and Modi of India, via Zoom, clearly leaning US, but obviously focused on Covid-19. But it also means renowned geostrategist Trudeau of Canada; “Sausage wars” Johnson of the UK; just-slapped-in-the-face Macron of France, where a recent poll shows more than half of voters think their political system is “broken”; Draghi of Italy, seen by markets as his country’s last hope, so with his hands already full; and Merkel of obstinately non-geopolitical Germany,today celebrating a test-run of gas through the Nord Stream 2 gas pipeline, and continuing to back doing as much business as possible with China. As such, we should temper expectations:not so much Potsdam and storms in a tea pot?\nYet the suggestion is that if the EU cannot muster enthusiasm to back the US and ‘democracies vs. autocracies’ now, they never will; and while US-EU relations will not then fall to the floor, as under the Trump administration, there will also be a low effective ceiling going forwards – which will matter hugely on many fronts over time. There are many ways to define this Atlantic drift, but perhaps the simplest way is that the US thinks ‘freedom isn’t free’, while the EU clings to the view that freedom is both free and free-trade. Notably, however,the EU has joined the US in calling on China to allow “complete access” for an independent investigation into the origins of Covid-19, which backs it on one particular --and contentious-- front. So we shall have to watch the G7 for further developments.\nMeanwhile, if anyone is thinking that curtains are coming down from only one side of a potential East-West divide,China yesterday passed a new law to push back against foreign sanctions. Legal countermeasures now available to it include \"refusal to issue visas, denial of entry, deportation... and sealing, seizing, andfreezing property of individuals or businesses that adhere to foreign sanctions against Chinese businesses or officials.\" In short, a Western bank or firmmustcomply with US sanctions or lose access to the US market – but now that bank or firm operating in China, and/or its employees, can be legally punished for doing so. This can even apply to family members, and legal experts say perhaps also to think-tanks or journalists, or those on social media, who directly or indirectly advocate for sanctions.\nWe may not see the trigger pulled on that law immediately, but it shows just how much potential decoupling is being stored up ahead.And such decoupling is both very inflationary in some places, who will see supply shift back to them before they are ready, and very deflationary in others, who will see excess supply and no demand.The markets and central banks don’t want to see this geopolitical truth any more than they do the risk that inflation might be anything less than “transitory”.\nWhich brings me back to the opening riddle.\nHow many people were coming from St Ives? It looks like it takes math to work out: and do you include all the wives, and animals, and the man? However, the most common answer is: one -only the narrator was GOING to St Ives, and the others were coming FROM it.Sometimes the simplest answer is right there in front of our faces - but we like to try and hide it with math, cod-philosophy, and “because markets”.\nHappy Friday!","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279654470815936,"gmtCreate":1709296479022,"gmtModify":1709296481631,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/279654470815936","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137475963,"gmtCreate":1622384550052,"gmtModify":1704183700854,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comments pls","listText":"Comments pls","text":"Comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137475963","repostId":"1188611521","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560659454957997","authorId":"3560659454957997","name":"rDj","avatar":"https://static.tigerbbs.com/5d780bed87fa959fa825e01587af3b59","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3560659454957997","idStr":"3560659454957997"},"content":"Comment back pls","text":"Comment back pls","html":"Comment back pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376379425,"gmtCreate":1619094213767,"gmtModify":1704719522183,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/376379425","repostId":"1147263213","repostType":4,"repost":{"id":"1147263213","kind":"news","pubTimestamp":1619075516,"share":"https://ttm.financial/m/news/1147263213?lang=en_US&edition=fundamental","pubTime":"2021-04-22 15:11","market":"us","language":"en","title":"Intel Reports Earnings Thursday. Here’s What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147263213","media":"Barrons","summary":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.Intel didn’t issue precise new financial guidance for the first quarter, but said it exp","content":"<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p>\n<p>Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p>\n<p>As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p>\n<p>Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p>\n<p>Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p>\n<p>Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p>\n<p>Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p>\n<p>Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p>\n<p>Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p>\n<p>Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p>\n<p>Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p>\n<p>Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Reports Earnings Thursday. Here’s What to Know.</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\">\nIntel Reports Earnings Thursday. Here’s What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already ...</p>\n\n<a href=\"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147263213","content_text":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.\nAs part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.\nIntel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.\nSusquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.\nAnalysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.\nDespite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.\nStill, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.\nIntel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told Barron’s that he expects the chip shortage to last two years.\nOf the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.\nIntel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.\nRolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374867518,"gmtCreate":1619439181734,"gmtModify":1704723847224,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/374867518","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347863429,"gmtCreate":1618485509061,"gmtModify":1704711551169,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/347863429","repostId":"1125635474","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104067163,"gmtCreate":1620346234952,"gmtModify":1704342224369,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"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":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104067163","repostId":"1159007289","repostType":4,"repost":{"id":"1159007289","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":1620343381,"share":"https://ttm.financial/m/news/1159007289?lang=en_US&edition=fundamental","pubTime":"2021-05-07 07:23","market":"us","language":"en","title":"Beyond Meat swings to a loss as grocery sales growth slows","url":"https://stock-news.laohu8.com/highlight/detail?id=1159007289","media":"Tiger Newspress","summary":"Beyond Meaton Thursday reported a wider-than-expected loss in the first quarter as restaurant custom","content":"<p>Beyond Meaton Thursday reported a wider-than-expected loss in the first quarter as restaurant customers take longer to return and grocery shoppers aren’t stockpiling its meat substitutes anymore.</p>\n<p>However, CEO Ethan Brown said the company is seeing a “slow thaw” in its food service segment in the United States and some international markets, prompting the company to issue a revenue forecast for the next quarter.</p>\n<p>Shares of the company fell 6.7% in extended trading.<img src=\"https://static.tigerbbs.com/070a9183d00fd784d3d6d63e63541c0d\" tg-width=\"699\" tg-height=\"526\">Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by Refinitiv:</p>\n<ul>\n <li>Loss&nbsp;per share: 42 cents&nbsp;adjusted vs. 19 cents expected</li>\n <li>Revenue: $108.2 million vs. $113.7 million expected</li>\n</ul>\n<p>Beyond reported fiscal first-quarter net loss of $27.3 million, or 43 cents per share, down from net income of $1.8 million, or 3 cents per share, a year earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/ae2f05e792864672d9a76cad27269739\" tg-width=\"908\" tg-height=\"496\">Excluding expenses from early debt extinguishment, the company lost 42 cents per share, wider than the loss of 19 cents per share expected by analysts surveyed by Refinitiv.</p>\n<p>This is the third quarter in a row that Beyond has reported a wider-than-expected loss. The company has been investing back into its business as it tries to position itself as a global player. Beyond now has production facilities in China and the Netherlands, for example.</p>\n<p>Net salesrose&nbsp;11.4% to $108.2 million, missing expectations of $113.7 million.</p>\n<p>U.S. retail sales jumped by 27.8% during the quarter. Sales in grocery and convenience stores accounted for more than three-quarters of the company’s total U.S. revenue. Prior to the pandemic, retail sales made up only about half of Beyond’s revenue.</p>\n<p>Food service sales in the U.S. fell 26% as streamlined menus and less customer traffic at restaurants hurt demand. Beyond also lost roughly 3,000 foodservice locations, which the company attributed to the pandemic. Brown said that the company has added about 2,400 locations since the quarter ended.</p>\n<p>Rival Impossible Foodshas been slashing prices of its meat substitutes, helping it toward its goal of achieving price parity with beef. According to Brown, the move hasn’t pulled many customers away from Beyond’s products, which he said shows strong brand loyalty.</p>\n<p>“We just did some comparative data analysis, and we looked at their consumer and our consumer and take-away and things of that nature, and what’s really interesting is while they’re doing a really good job building the category and bringing people into the category, they’re not sourcing a lot of our consumers,” Brown said.</p>\n<p>Outside of Beyond’s home market, sales rose 12.5%, fueled by skyrocketing retail demand. International grocery sales nearly tripled during the quarter. In total, international sales account for a quarter of the company’s revenue, and Beyond’s meat substitutes are sold in more than 80 countries worldwide.</p>\n<p>For the second quarter, the company is forecasting revenue in the range of $135 million to $150 million, representing an increase of 19% to 32% compared with the year-ago period. Wall Street analysts are expecting net sales of $142.8 million next quarter. Executives said that the company did not include a significant uptick in its foodservice sales in the forecast.</p>\n<p>Brown said that the company will revisit the outlook if there’s a significant resurgence of Covid-19 in the U.S. or other important markets.</p>\n<p>Beyond did not provide an outlook for the full year, citing the uncertainty caused by the pandemic.</p>\n<p>CFO Mark Nelson retired Wednesday, which was previously announced. Brown said that the company will reveal his successor in the coming weeks.</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>Beyond Meat swings to a loss as grocery sales growth slows</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\">\nBeyond Meat swings to a loss as grocery sales growth slows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-05-07 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Beyond Meaton Thursday reported a wider-than-expected loss in the first quarter as restaurant customers take longer to return and grocery shoppers aren’t stockpiling its meat substitutes anymore.</p>\n<p>However, CEO Ethan Brown said the company is seeing a “slow thaw” in its food service segment in the United States and some international markets, prompting the company to issue a revenue forecast for the next quarter.</p>\n<p>Shares of the company fell 6.7% in extended trading.<img src=\"https://static.tigerbbs.com/070a9183d00fd784d3d6d63e63541c0d\" tg-width=\"699\" tg-height=\"526\">Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by Refinitiv:</p>\n<ul>\n <li>Loss&nbsp;per share: 42 cents&nbsp;adjusted vs. 19 cents expected</li>\n <li>Revenue: $108.2 million vs. $113.7 million expected</li>\n</ul>\n<p>Beyond reported fiscal first-quarter net loss of $27.3 million, or 43 cents per share, down from net income of $1.8 million, or 3 cents per share, a year earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/ae2f05e792864672d9a76cad27269739\" tg-width=\"908\" tg-height=\"496\">Excluding expenses from early debt extinguishment, the company lost 42 cents per share, wider than the loss of 19 cents per share expected by analysts surveyed by Refinitiv.</p>\n<p>This is the third quarter in a row that Beyond has reported a wider-than-expected loss. The company has been investing back into its business as it tries to position itself as a global player. Beyond now has production facilities in China and the Netherlands, for example.</p>\n<p>Net salesrose&nbsp;11.4% to $108.2 million, missing expectations of $113.7 million.</p>\n<p>U.S. retail sales jumped by 27.8% during the quarter. Sales in grocery and convenience stores accounted for more than three-quarters of the company’s total U.S. revenue. Prior to the pandemic, retail sales made up only about half of Beyond’s revenue.</p>\n<p>Food service sales in the U.S. fell 26% as streamlined menus and less customer traffic at restaurants hurt demand. Beyond also lost roughly 3,000 foodservice locations, which the company attributed to the pandemic. Brown said that the company has added about 2,400 locations since the quarter ended.</p>\n<p>Rival Impossible Foodshas been slashing prices of its meat substitutes, helping it toward its goal of achieving price parity with beef. According to Brown, the move hasn’t pulled many customers away from Beyond’s products, which he said shows strong brand loyalty.</p>\n<p>“We just did some comparative data analysis, and we looked at their consumer and our consumer and take-away and things of that nature, and what’s really interesting is while they’re doing a really good job building the category and bringing people into the category, they’re not sourcing a lot of our consumers,” Brown said.</p>\n<p>Outside of Beyond’s home market, sales rose 12.5%, fueled by skyrocketing retail demand. International grocery sales nearly tripled during the quarter. In total, international sales account for a quarter of the company’s revenue, and Beyond’s meat substitutes are sold in more than 80 countries worldwide.</p>\n<p>For the second quarter, the company is forecasting revenue in the range of $135 million to $150 million, representing an increase of 19% to 32% compared with the year-ago period. Wall Street analysts are expecting net sales of $142.8 million next quarter. Executives said that the company did not include a significant uptick in its foodservice sales in the forecast.</p>\n<p>Brown said that the company will revisit the outlook if there’s a significant resurgence of Covid-19 in the U.S. or other important markets.</p>\n<p>Beyond did not provide an outlook for the full year, citing the uncertainty caused by the pandemic.</p>\n<p>CFO Mark Nelson retired Wednesday, which was previously announced. Brown said that the company will reveal his successor in the coming weeks.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159007289","content_text":"Beyond Meaton Thursday reported a wider-than-expected loss in the first quarter as restaurant customers take longer to return and grocery shoppers aren’t stockpiling its meat substitutes anymore.\nHowever, CEO Ethan Brown said the company is seeing a “slow thaw” in its food service segment in the United States and some international markets, prompting the company to issue a revenue forecast for the next quarter.\nShares of the company fell 6.7% in extended trading.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by Refinitiv:\n\nLoss per share: 42 cents adjusted vs. 19 cents expected\nRevenue: $108.2 million vs. $113.7 million expected\n\nBeyond reported fiscal first-quarter net loss of $27.3 million, or 43 cents per share, down from net income of $1.8 million, or 3 cents per share, a year earlier.\nExcluding expenses from early debt extinguishment, the company lost 42 cents per share, wider than the loss of 19 cents per share expected by analysts surveyed by Refinitiv.\nThis is the third quarter in a row that Beyond has reported a wider-than-expected loss. The company has been investing back into its business as it tries to position itself as a global player. Beyond now has production facilities in China and the Netherlands, for example.\nNet salesrose 11.4% to $108.2 million, missing expectations of $113.7 million.\nU.S. retail sales jumped by 27.8% during the quarter. Sales in grocery and convenience stores accounted for more than three-quarters of the company’s total U.S. revenue. Prior to the pandemic, retail sales made up only about half of Beyond’s revenue.\nFood service sales in the U.S. fell 26% as streamlined menus and less customer traffic at restaurants hurt demand. Beyond also lost roughly 3,000 foodservice locations, which the company attributed to the pandemic. Brown said that the company has added about 2,400 locations since the quarter ended.\nRival Impossible Foodshas been slashing prices of its meat substitutes, helping it toward its goal of achieving price parity with beef. According to Brown, the move hasn’t pulled many customers away from Beyond’s products, which he said shows strong brand loyalty.\n“We just did some comparative data analysis, and we looked at their consumer and our consumer and take-away and things of that nature, and what’s really interesting is while they’re doing a really good job building the category and bringing people into the category, they’re not sourcing a lot of our consumers,” Brown said.\nOutside of Beyond’s home market, sales rose 12.5%, fueled by skyrocketing retail demand. International grocery sales nearly tripled during the quarter. In total, international sales account for a quarter of the company’s revenue, and Beyond’s meat substitutes are sold in more than 80 countries worldwide.\nFor the second quarter, the company is forecasting revenue in the range of $135 million to $150 million, representing an increase of 19% to 32% compared with the year-ago period. Wall Street analysts are expecting net sales of $142.8 million next quarter. Executives said that the company did not include a significant uptick in its foodservice sales in the forecast.\nBrown said that the company will revisit the outlook if there’s a significant resurgence of Covid-19 in the U.S. or other important markets.\nBeyond did not provide an outlook for the full year, citing the uncertainty caused by the pandemic.\nCFO Mark Nelson retired Wednesday, which was previously announced. Brown said that the company will reveal his successor in the coming weeks.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109649445,"gmtCreate":1619694828387,"gmtModify":1704728122889,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/109649445","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","kind":"news","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=en_US&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&amp;P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's&nbsp;Q4 FY 2020 earnings&nbsp;report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its&nbsp;gross margin&nbsp;rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","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>NIO Q1 2021 Earnings Report Preview: What to Look For</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\">\nNIO Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376345773,"gmtCreate":1619093869492,"gmtModify":1704719516670,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376345773","repostId":"1178702830","repostType":4,"repost":{"id":"1178702830","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":1619093216,"share":"https://ttm.financial/m/news/1178702830?lang=en_US&edition=fundamental","pubTime":"2021-04-22 20:06","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1178702830","media":"Tiger Newspress","summary":"U.S. stock index futures were subdued on Thursday as investors assessed earnings from companies, inc","content":"<p>U.S. stock index futures were subdued on Thursday as investors assessed earnings from companies, including Southwest Airlines and AT&amp;T, while awaiting weekly jobless claims data for clues on the pace of recovery in the U.S. labor market.</p><p>At 8:05 a.m. ET, Dow E-minis were down 23 points, or 0.07%, S&amp;P 500 E-minis were down 5.25 points, or 0.13% and Nasdaq 100 E-minis were up 24 points, or 0.17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c0c30b6ec13866491db6c64d7f64366\" tg-width=\"554\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>American Airlines(AAL)</b> – The airline lost $4.32 per share for the first quarter, one cent a share wider than consensus estimates. The stock rallied 3.6% premarket after American said its cash flow turned positive by the end of the quarter, excluding debt payments.</p><p><b>Teradata(TDC)</b> – Share of the database and analytics software provided soared 27.1% in premarket trading after it presented preliminary first-quarter data that was well above its prior earnings guidance. Teredata continues to benefit from its ongoing growth in cloud computing.</p><p><b>Equifax(EFX)</b> – The credit reporting agency's stock jumped 8.5% in premarket trading after it reported better-than-expected earnings and raised its annual guidance. The company's performance was helped by a 59% increase in revenue from its workforce solutions business.</p><p><b>Tractor Supply(TSCO)</b> – The farm equipment and supplies maker earned $1.55 per share for its latest quarter, well above the 97 cents a share consensus estimate. Revenue also came in above forecasts as comparable-store sales jumped nearly 39%. Tractor Supply also raised its full-year outlook, and shares surged 7% in the premarket.</p><p><b>AT&amp;T(T)</b> – AT&amp;T reported quarterly earnings of 86 cents per share, 8 cents a share above estimates. Revenue also came in above forecasts and AT&amp;T added more wireless customers during the quarter than analysts had anticipated. The stock rose 1.1% in premarket trading.</p><p><b>Alaska Air(ALK)</b> – The airline posted a first-quarter loss of $3.51 per share, smaller than the loss of $3.63 a share that analysts had anticipated. Revenue came in above consensus estimates. The company said improved conditions allowed it to achieve positive cash flow during March, and the stock added 1.3% in premarket action.</p><p><b>Southwest Airlines(LUV)</b> – Southwest'squarterly loss of $1.72 per sharewas smaller than the anticipated loss of $1.85 a share. Revenue was essentially in line with Wall Street forecasts, and Southwest forecast a lower cash burn rate for the current quarter as conditions improve.</p><p><b>D.R. Horton(DHI)</b> – The luxury home builder's shares added 1.8% in premarket action after it reported better-than-expected sales and earnings for its latest quarter and predicted strong full-year revenue. Strong demand and low mortgage rates helped sales nearly double during its most recent quarter.</p><p><b>Chipotle Mexican Grill(CMG)</b> – Chipotle shares gained 1.2% in premarket trading after the restaurant chain reported better-than-expected earnings and a 17.2% increase in comparable-store sales. Digital sales more than doubled during the quarter, and Chipotle said it expected a better than 30% jump in comparable sales this quarter as customers return to its physical locations.</p><p><b>Whirlpool(WHR)</b> – The appliance maker's shares added 1.8% in premarket action after it reported quarterly earnings of $7.20 per share, well above the $5.41 a share consensus estimate. The company also reported better-than-expected revenue. Whirlpool raised its full-year guidance and boosted its quarterly dividend to $1.40 per share from $1.25 a share.</p><p><b>Sleep Number(SNBR)</b> – The mattress retailer's shares tumbled 6% in premarket trading after sales fell short of forecasts even as earnings came in better than expected. Sleep Number's sales were impacted by supply chain issues.</p><p><b>Churchill Downs(CHDN)</b> – The operator of the Churchill Downs racetrack and other entertainment and gaming venues saw its stock rise 2.1% in the premarket after reporting better-than-expected earnings and revenue for its latest quarter. The company's gaming segment saw earnings surge 72% from the prior year.</p><p><b>Discover Financial(DFS) </b>– The financial services company earned $5.04 per share for its latest quarter, beating the $2.82 a share consensus estimate by a wide margin. The stock rallied 3.7% in the premarket.</p><p><b>Netgear(NTGR)</b> – The computer networking equipment maker's shares fell 3.5% in premarket trading after giving a weaker-than-expected current-quarter forecast. Netgear beat Wall Street forecasts for its most recent quarter, however, but said it is being impacted by supply chain issues<i>and higher freight costs.</i></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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-04-22 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were subdued on Thursday as investors assessed earnings from companies, including Southwest Airlines and AT&amp;T, while awaiting weekly jobless claims data for clues on the pace of recovery in the U.S. labor market.</p><p>At 8:05 a.m. ET, Dow E-minis were down 23 points, or 0.07%, S&amp;P 500 E-minis were down 5.25 points, or 0.13% and Nasdaq 100 E-minis were up 24 points, or 0.17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c0c30b6ec13866491db6c64d7f64366\" tg-width=\"554\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>American Airlines(AAL)</b> – The airline lost $4.32 per share for the first quarter, one cent a share wider than consensus estimates. The stock rallied 3.6% premarket after American said its cash flow turned positive by the end of the quarter, excluding debt payments.</p><p><b>Teradata(TDC)</b> – Share of the database and analytics software provided soared 27.1% in premarket trading after it presented preliminary first-quarter data that was well above its prior earnings guidance. Teredata continues to benefit from its ongoing growth in cloud computing.</p><p><b>Equifax(EFX)</b> – The credit reporting agency's stock jumped 8.5% in premarket trading after it reported better-than-expected earnings and raised its annual guidance. The company's performance was helped by a 59% increase in revenue from its workforce solutions business.</p><p><b>Tractor Supply(TSCO)</b> – The farm equipment and supplies maker earned $1.55 per share for its latest quarter, well above the 97 cents a share consensus estimate. Revenue also came in above forecasts as comparable-store sales jumped nearly 39%. Tractor Supply also raised its full-year outlook, and shares surged 7% in the premarket.</p><p><b>AT&amp;T(T)</b> – AT&amp;T reported quarterly earnings of 86 cents per share, 8 cents a share above estimates. Revenue also came in above forecasts and AT&amp;T added more wireless customers during the quarter than analysts had anticipated. The stock rose 1.1% in premarket trading.</p><p><b>Alaska Air(ALK)</b> – The airline posted a first-quarter loss of $3.51 per share, smaller than the loss of $3.63 a share that analysts had anticipated. Revenue came in above consensus estimates. The company said improved conditions allowed it to achieve positive cash flow during March, and the stock added 1.3% in premarket action.</p><p><b>Southwest Airlines(LUV)</b> – Southwest'squarterly loss of $1.72 per sharewas smaller than the anticipated loss of $1.85 a share. Revenue was essentially in line with Wall Street forecasts, and Southwest forecast a lower cash burn rate for the current quarter as conditions improve.</p><p><b>D.R. Horton(DHI)</b> – The luxury home builder's shares added 1.8% in premarket action after it reported better-than-expected sales and earnings for its latest quarter and predicted strong full-year revenue. Strong demand and low mortgage rates helped sales nearly double during its most recent quarter.</p><p><b>Chipotle Mexican Grill(CMG)</b> – Chipotle shares gained 1.2% in premarket trading after the restaurant chain reported better-than-expected earnings and a 17.2% increase in comparable-store sales. Digital sales more than doubled during the quarter, and Chipotle said it expected a better than 30% jump in comparable sales this quarter as customers return to its physical locations.</p><p><b>Whirlpool(WHR)</b> – The appliance maker's shares added 1.8% in premarket action after it reported quarterly earnings of $7.20 per share, well above the $5.41 a share consensus estimate. The company also reported better-than-expected revenue. Whirlpool raised its full-year guidance and boosted its quarterly dividend to $1.40 per share from $1.25 a share.</p><p><b>Sleep Number(SNBR)</b> – The mattress retailer's shares tumbled 6% in premarket trading after sales fell short of forecasts even as earnings came in better than expected. Sleep Number's sales were impacted by supply chain issues.</p><p><b>Churchill Downs(CHDN)</b> – The operator of the Churchill Downs racetrack and other entertainment and gaming venues saw its stock rise 2.1% in the premarket after reporting better-than-expected earnings and revenue for its latest quarter. The company's gaming segment saw earnings surge 72% from the prior year.</p><p><b>Discover Financial(DFS) </b>– The financial services company earned $5.04 per share for its latest quarter, beating the $2.82 a share consensus estimate by a wide margin. The stock rallied 3.7% in the premarket.</p><p><b>Netgear(NTGR)</b> – The computer networking equipment maker's shares fell 3.5% in premarket trading after giving a weaker-than-expected current-quarter forecast. Netgear beat Wall Street forecasts for its most recent quarter, however, but said it is being impacted by supply chain issues<i>and higher freight costs.</i></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178702830","content_text":"U.S. stock index futures were subdued on Thursday as investors assessed earnings from companies, including Southwest Airlines and AT&T, while awaiting weekly jobless claims data for clues on the pace of recovery in the U.S. labor market.At 8:05 a.m. ET, Dow E-minis were down 23 points, or 0.07%, S&P 500 E-minis were down 5.25 points, or 0.13% and Nasdaq 100 E-minis were up 24 points, or 0.17%.*Source From Tiger Trade, EST 08:05Stocks making the biggest moves in the premarket:American Airlines(AAL) – The airline lost $4.32 per share for the first quarter, one cent a share wider than consensus estimates. The stock rallied 3.6% premarket after American said its cash flow turned positive by the end of the quarter, excluding debt payments.Teradata(TDC) – Share of the database and analytics software provided soared 27.1% in premarket trading after it presented preliminary first-quarter data that was well above its prior earnings guidance. Teredata continues to benefit from its ongoing growth in cloud computing.Equifax(EFX) – The credit reporting agency's stock jumped 8.5% in premarket trading after it reported better-than-expected earnings and raised its annual guidance. The company's performance was helped by a 59% increase in revenue from its workforce solutions business.Tractor Supply(TSCO) – The farm equipment and supplies maker earned $1.55 per share for its latest quarter, well above the 97 cents a share consensus estimate. Revenue also came in above forecasts as comparable-store sales jumped nearly 39%. Tractor Supply also raised its full-year outlook, and shares surged 7% in the premarket.AT&T(T) – AT&T reported quarterly earnings of 86 cents per share, 8 cents a share above estimates. Revenue also came in above forecasts and AT&T added more wireless customers during the quarter than analysts had anticipated. The stock rose 1.1% in premarket trading.Alaska Air(ALK) – The airline posted a first-quarter loss of $3.51 per share, smaller than the loss of $3.63 a share that analysts had anticipated. Revenue came in above consensus estimates. The company said improved conditions allowed it to achieve positive cash flow during March, and the stock added 1.3% in premarket action.Southwest Airlines(LUV) – Southwest'squarterly loss of $1.72 per sharewas smaller than the anticipated loss of $1.85 a share. Revenue was essentially in line with Wall Street forecasts, and Southwest forecast a lower cash burn rate for the current quarter as conditions improve.D.R. Horton(DHI) – The luxury home builder's shares added 1.8% in premarket action after it reported better-than-expected sales and earnings for its latest quarter and predicted strong full-year revenue. Strong demand and low mortgage rates helped sales nearly double during its most recent quarter.Chipotle Mexican Grill(CMG) – Chipotle shares gained 1.2% in premarket trading after the restaurant chain reported better-than-expected earnings and a 17.2% increase in comparable-store sales. Digital sales more than doubled during the quarter, and Chipotle said it expected a better than 30% jump in comparable sales this quarter as customers return to its physical locations.Whirlpool(WHR) – The appliance maker's shares added 1.8% in premarket action after it reported quarterly earnings of $7.20 per share, well above the $5.41 a share consensus estimate. The company also reported better-than-expected revenue. Whirlpool raised its full-year guidance and boosted its quarterly dividend to $1.40 per share from $1.25 a share.Sleep Number(SNBR) – The mattress retailer's shares tumbled 6% in premarket trading after sales fell short of forecasts even as earnings came in better than expected. Sleep Number's sales were impacted by supply chain issues.Churchill Downs(CHDN) – The operator of the Churchill Downs racetrack and other entertainment and gaming venues saw its stock rise 2.1% in the premarket after reporting better-than-expected earnings and revenue for its latest quarter. The company's gaming segment saw earnings surge 72% from the prior year.Discover Financial(DFS) – The financial services company earned $5.04 per share for its latest quarter, beating the $2.82 a share consensus estimate by a wide margin. The stock rallied 3.7% in the premarket.Netgear(NTGR) – The computer networking equipment maker's shares fell 3.5% in premarket trading after giving a weaker-than-expected current-quarter forecast. Netgear beat Wall Street forecasts for its most recent quarter, however, but said it is being impacted by supply chain issuesand higher freight costs.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345760720,"gmtCreate":1618354578260,"gmtModify":1704709471139,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Pls comment","listText":"Pls comment","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/345760720","repostId":"1113147296","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108364850,"gmtCreate":1620001176470,"gmtModify":1704337085022,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment and like pls&nbsp;","listText":"Comment and like pls&nbsp;","text":"Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108364850","repostId":"1147761301","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374499175,"gmtCreate":1619474521197,"gmtModify":1704724336288,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/374499175","repostId":"1188224253","repostType":4,"repost":{"id":"1188224253","kind":"news","pubTimestamp":1619450378,"share":"https://ttm.financial/m/news/1188224253?lang=en_US&edition=fundamental","pubTime":"2021-04-26 23:19","market":"us","language":"en","title":"Tesla Has Headline Headaches. Wall Street Weighs In.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188224253","media":"Barrons","summary":"Teslahas taken a couple of public relations hits recently after a tragicTexas crashthat might have been linked to inappropriate use of the company’s Autopilot driver-assistance feature, and after thecompany apologizedin China for its handling of some customer complaints.Wall Street is watching both issues. No one is changing ratings or target prices on Tesla  stock. But they are paying attention because both issues—Tesla’s full-self-driving technology, or FSD, along with the Chinese electric-veh","content":"<p>Teslahas taken a couple of public relations hits recently after a tragicTexas crashthat might have been linked to inappropriate use of the company’s Autopilot driver-assistance feature, and after thecompany apologizedin China for its handling of some customer complaints.</p>\n<p>Wall Street is watching both issues. No one is changing ratings or target prices on Tesla (ticker: TSLA) stock. But they are paying attention because both issues—Tesla’s full-self-driving technology, or FSD, along with the Chinese electric-vehicle market—matter a lot for Tesla stock.</p>\n<p>China, after all, is the world’s largest market for new cars and for EVs. And many of themost aggressiveprice targets on Wall Street include billions for FSD sales, and future robotaxi businesses.</p>\n<p>“Autonomy, software and China are key lynchpins to the [Tesla] bull thesis,” writes RBC analystJoe Spakin a Sunday research report. In particular, Spak believes self-driving features will be a bigger competitive differentiator than vehicle electrification down the road. “Any doubt over [Tesla’s] ability or increased regulation on the FSD/software products or performance in China could hinder the bull case.” He expects all the issues to be addressed in the company’s Monday-evening earnings conference call and expects Tesla to defend its safety record and technology.</p>\n<p>In China, New Street Research analystPierre Ferragudoesn’t believe there is a brand image problem, adding that Tesla is a cult status brand in China. “ Elon Musk is also one of the most popular American business leaders in China and drives a strong social media presence with ~1.7 million followers on [social media platform] Weibo, more than [Apple CEO] Tim Cook, ” writes Ferragu in a recent research report. Ferragu adds that he believes press reports are negatively biased against Tesla. “Should investors worry about this? Probably not, negative stock reactions are getting shallower and shorter.”</p>\n<p>He has a point. For Tesla stock, recent news has been a tempest in a teapot. Shares are actually up about 1% compared with prices prevailing just before the Texas accident. That’s a little better than comparable gains of theNasdaq CompositeandS&amp;P 500over the same span.</p>\n<p>What’s more, having investors expectations about Tesla’s business in China tempered can be a good thing, according to Morgan Stanley analystAdam Jonas. “This is a good thing,” writes Jonas in a recent research report. “Market expectations for&nbsp;Tesla&nbsp;in China long term are quite a bit too high.” Getting expectations in line for a high growth stock like Tesla can cut back on painful stock volatility.</p>\n<p>Jonas rates Tesla stock at Buy with a $900 price target. That’s the same rating and target for Ferragu. Spak rates shares Hold and has a $725 target price. Cowen analystJeffery Osborneis a little more conservative, rating shares at Hold. His price target is $573 a share.</p>\n<p>He is paying attention to Tesla headlines, which add to his overall caution. In addition to PR items linked to Texas and China, Osborne writes that he is worried about the global automotive-semiconductor shortage hitting production as well as rising EV competition.</p>\n<p>Tesla stock is down about 18% from its 52-week high because there are a lot more things on investors’ minds. Addressing the issues successfully could propel shares higher in the short run, but that assumes Tesla is able to resolve issues to investors’ satisfaction.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Has Headline Headaches. Wall Street Weighs In.</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\">\nTesla Has Headline Headaches. Wall Street Weighs In.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-headline-headaches-wall-street-weighs-in-51619449789?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Teslahas taken a couple of public relations hits recently after a tragicTexas crashthat might have been linked to inappropriate use of the company’s Autopilot driver-assistance feature, and after ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-headline-headaches-wall-street-weighs-in-51619449789?siteid=yhoof2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-headline-headaches-wall-street-weighs-in-51619449789?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188224253","content_text":"Teslahas taken a couple of public relations hits recently after a tragicTexas crashthat might have been linked to inappropriate use of the company’s Autopilot driver-assistance feature, and after thecompany apologizedin China for its handling of some customer complaints.\nWall Street is watching both issues. No one is changing ratings or target prices on Tesla (ticker: TSLA) stock. But they are paying attention because both issues—Tesla’s full-self-driving technology, or FSD, along with the Chinese electric-vehicle market—matter a lot for Tesla stock.\nChina, after all, is the world’s largest market for new cars and for EVs. And many of themost aggressiveprice targets on Wall Street include billions for FSD sales, and future robotaxi businesses.\n“Autonomy, software and China are key lynchpins to the [Tesla] bull thesis,” writes RBC analystJoe Spakin a Sunday research report. In particular, Spak believes self-driving features will be a bigger competitive differentiator than vehicle electrification down the road. “Any doubt over [Tesla’s] ability or increased regulation on the FSD/software products or performance in China could hinder the bull case.” He expects all the issues to be addressed in the company’s Monday-evening earnings conference call and expects Tesla to defend its safety record and technology.\nIn China, New Street Research analystPierre Ferragudoesn’t believe there is a brand image problem, adding that Tesla is a cult status brand in China. “ Elon Musk is also one of the most popular American business leaders in China and drives a strong social media presence with ~1.7 million followers on [social media platform] Weibo, more than [Apple CEO] Tim Cook, ” writes Ferragu in a recent research report. Ferragu adds that he believes press reports are negatively biased against Tesla. “Should investors worry about this? Probably not, negative stock reactions are getting shallower and shorter.”\nHe has a point. For Tesla stock, recent news has been a tempest in a teapot. Shares are actually up about 1% compared with prices prevailing just before the Texas accident. That’s a little better than comparable gains of theNasdaq CompositeandS&P 500over the same span.\nWhat’s more, having investors expectations about Tesla’s business in China tempered can be a good thing, according to Morgan Stanley analystAdam Jonas. “This is a good thing,” writes Jonas in a recent research report. “Market expectations for Tesla in China long term are quite a bit too high.” Getting expectations in line for a high growth stock like Tesla can cut back on painful stock volatility.\nJonas rates Tesla stock at Buy with a $900 price target. That’s the same rating and target for Ferragu. Spak rates shares Hold and has a $725 target price. Cowen analystJeffery Osborneis a little more conservative, rating shares at Hold. His price target is $573 a share.\nHe is paying attention to Tesla headlines, which add to his overall caution. In addition to PR items linked to Texas and China, Osborne writes that he is worried about the global automotive-semiconductor shortage hitting production as well as rising EV competition.\nTesla stock is down about 18% from its 52-week high because there are a lot more things on investors’ minds. Addressing the issues successfully could propel shares higher in the short run, but that assumes Tesla is able to resolve issues to investors’ satisfaction.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371657838,"gmtCreate":1618933333924,"gmtModify":1704717191359,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371657838","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","kind":"news","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=en_US&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Tuesday. Here’s What to Expect.</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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370545354,"gmtCreate":1618615965678,"gmtModify":1704713369437,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/370545354","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://ttm.financial/m/news/1175692875?lang=en_US&edition=fundamental","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p>How to trade this?</p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><blockquote>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b></blockquote><p>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</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>$544 Billion In Options Expire Today: Here's What Will Move</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\">\n$544 Billion In Options Expire Today: Here's What Will Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?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><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?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":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347469316,"gmtCreate":1618523838935,"gmtModify":1704712096810,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/347469316","repostId":"1149662624","repostType":4,"repost":{"id":"1149662624","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":1618500244,"share":"https://ttm.financial/m/news/1149662624?lang=en_US&edition=fundamental","pubTime":"2021-04-15 23:24","market":"us","language":"en","title":"Blockchain stocks fell sharply in morning  trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149662624","media":"Tiger Newspress","summary":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public o","content":"<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.</p><p>The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.</p><p>That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.</p><p>A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.</p><p>Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.</p><p>That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.</p><p>Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</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>Blockchain stocks fell sharply in morning  trading</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\">\nBlockchain stocks fell sharply in morning  trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-04-15 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.</p><p>The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.</p><p>That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.</p><p>A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.</p><p>Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.</p><p>That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.</p><p>Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIOT":"Riot Platforms","MARA":"MARA Holdings","EBON":"亿邦国际","BTBT":"Bit Digital, Inc.","SOS":"SOS Limited","XNET":"迅雷"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149662624","content_text":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.","news_type":1,"symbols_score_info":{"BTCM":0.9,"MARA":0.9,"RIOT":0.9,"XNET":0.9,"SOS":0.9,"WBAI":0.9,"BTBT":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576743360399762","authorId":"3576743360399762","name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3576743360399762","idStr":"3576743360399762"},"content":"Please Comment back","text":"Please Comment back","html":"Please Comment back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346280927,"gmtCreate":1618046681469,"gmtModify":1704706312746,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls&nbsp;","listText":"Comment pls&nbsp;","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346280927","repostId":"2126315033","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189848505,"gmtCreate":1623252758707,"gmtModify":1704199510157,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment and like&nbsp;","listText":"Comment and like&nbsp;","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/189848505","repostId":"1136088365","repostType":4,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137338152,"gmtCreate":1622296997776,"gmtModify":1704182804442,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137338152","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=en_US&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1,"symbols_score_info":{"WGO":0.9}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579653595425309","authorId":"3579653595425309","name":"azotest","avatar":"https://static.tigerbbs.com/9bd8f412814fbaeb758280a91014dd5a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3579653595425309","idStr":"3579653595425309"},"content":"Please reply","text":"Please reply","html":"Please reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192902605,"gmtCreate":1621134364007,"gmtModify":1704353193816,"author":{"id":"3573033813970769","authorId":"3573033813970769","name":"CheeMang","avatar":"https://static.tigerbbs.com/97f355a1d36ee0fb7321de6482b9764f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573033813970769","idStr":"3573033813970769"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/192902605","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://ttm.financial/m/news/1163454382?lang=en_US&edition=fundamental","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<blockquote>\n <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>\n</blockquote>\n<p><b>What happened</b></p>\n<p>A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p>\n<p><b>So what</b></p>\n<p>Yesterday's jump came after the company announcedit raised $428 million</p>\n<p>First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p>\n<p>This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p>\n<p><b>Now what</b></p>\n<p>Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p>\n<p>Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</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>Why AMC Entertainment Stock Jumped Again Friday</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\">\nWhy AMC Entertainment Stock Jumped Again Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Source 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"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}