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TG88
2024-11-29
tiger ate my turkey this year š¤£š¤£ TIGR
TG88
2023-01-31
$Nasdaq100 Bear 3X ETF(SQQQ)$
TG88
2022-12-08
Tiok
TG88
2022-11-30
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TG88
2022-11-29
$Alibaba(09988)$
TG88
2022-11-29
GB
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2022-10-15
$Nasdaq100 Bull 3X ETF(TQQQ)$
TG88
2022-08-21
tiok
Here Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi
TG88
2022-08-15
Tiok
Palantir: Don't Fear The Bears, Buy This Dip Aggressively
TG88
2022-08-06
Tiok
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TG88
2022-07-28
Tiok
Hereās What to Expect From the Fedās Policy Review Today
Go to Tiger App to see more news
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ate my turkey this year š¤£š¤£ TIGR","listText":"tiger ate my turkey this year š¤£š¤£ TIGR","text":"tiger ate my turkey this year š¤£š¤£ TIGR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376194933374976","isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955399917,"gmtCreate":1675178892039,"gmtModify":1676538982276,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4114404437468532","idStr":"4114404437468532"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 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href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ </a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ 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href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a>","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a>","text":"$Nasdaq100 Bull 3X ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980584355","isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998270183,"gmtCreate":1661015687145,"gmtModify":1676536439238,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4114404437468532","idStr":"4114404437468532"},"themes":[],"title":"","htmlText":"tiok","listText":"tiok","text":"tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998270183","repostId":"1157981129","repostType":2,"repost":{"id":"1157981129","kind":"news","pubTimestamp":1660959931,"share":"https://ttm.financial/m/news/1157981129?lang=en_US&edition=fundamental","pubTime":"2022-08-20 09:45","market":"us","language":"en","title":"Here Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=1157981129","media":"MarketWatch","summary":"The size and duration of the bear-market rally is already in line with what is typical, suggesting t","content":"<html><head></head><body><p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: Citigroup</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c9ed4762e8711b6ec699fade11e18b\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>The current bear seems mature? GETTY IMAGES</span></p><p>U.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroupās analysts.</p><p>According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.</p><p>āBear market rallies are often sentiment driven, as the market just becomes too bearish,ā wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. āMore fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.ā</p><p>In particular, the chart below shows that theĀ AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0778f6e5ac7376df8068417b41f6547\" tg-width=\"700\" tg-height=\"448\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Meanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/375f2ff2c6b5dcaf399914aded2b7ef9\" tg-width=\"700\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Federal Reserve officials in July agreed thatĀ it was necessary to move their benchmark interest rate high enoughĀ to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committeeās July 26-27 meeting released Wednesday.</p><p>After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis PresidentĀ James Bullard said he is leaning toward another large rate rise of 75 basis pointsĀ at the central bankās September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed āwill do what it takesā to drive inflation back toward its 2% target, according toĀ a Bloomberg report, whileĀ Reuters reportedĀ that Barkin saying the Fedās efforts neednāt be ācalamitous.ā</p><p>According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. āIf a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),ā wrote strategists.</p><p>The S&P 500Ā was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial AverageĀ rallied 12.9%, and the NASDAQ CompositeĀ jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.</p><p>U.S. stocks finished the week sharply lower.The Dow Jones Industrial AverageĀ dropped 292.30 points, or 0.9%, to finish at 33,706.74.Ā . The S&P 500Ā was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq CompositeĀ decreased 260.13 points, or 2.0%, to 12,705.22.</p></body></html>","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>Here Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi</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\">\nHere Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:45 GMT+8 <a href=https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"éē¼ęÆ",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157981129","content_text":"The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroupās analysts.According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.āBear market rallies are often sentiment driven, as the market just becomes too bearish,ā wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. āMore fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.āIn particular, the chart below shows that theĀ AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.SOURCE: CITI RESEARCH, BLOOMBERGMeanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.SOURCE: CITI RESEARCH, BLOOMBERGFederal Reserve officials in July agreed thatĀ it was necessary to move their benchmark interest rate high enoughĀ to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committeeās July 26-27 meeting released Wednesday.After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis PresidentĀ James Bullard said he is leaning toward another large rate rise of 75 basis pointsĀ at the central bankās September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed āwill do what it takesā to drive inflation back toward its 2% target, according toĀ a Bloomberg report, whileĀ Reuters reportedĀ that Barkin saying the Fedās efforts neednāt be ācalamitous.āAccording to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. āIf a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),ā wrote strategists.The S&P 500Ā was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial AverageĀ rallied 12.9%, and the NASDAQ CompositeĀ jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.U.S. stocks finished the week sharply lower.The Dow Jones Industrial AverageĀ dropped 292.30 points, or 0.9%, to finish at 33,706.74.Ā . The S&P 500Ā was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq CompositeĀ decreased 260.13 points, or 2.0%, to 12,705.22.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999506185,"gmtCreate":1660544399349,"gmtModify":1676533741699,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4114404437468532","idStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999506185","repostId":"1114787638","repostType":4,"repost":{"id":"1114787638","kind":"news","pubTimestamp":1660543284,"share":"https://ttm.financial/m/news/1114787638?lang=en_US&edition=fundamental","pubTime":"2022-08-15 14:01","market":"us","language":"en","title":"Palantir: Don't Fear The Bears, Buy This Dip Aggressively","url":"https://stock-news.laohu8.com/highlight/detail?id=1114787638","media":"Seeking Alpha","summary":"SummaryPalantir's Q2 earnings release stunned some investors because its government revenue growth s","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>'s Q2 earnings release stunned some investors because its government revenue growth slowed dramatically. It also pulled its 30% revenue growth guidance through 2025.</li><li>But, management guided for $4.5B in revenue by 2025, which provides a precise performance yardstick for investors to assess. Furthermore, it implies a TTM revenue CAGR of over 30%.</li><li>So, we believe investors have been unduly concerned about a structural slowdown that management has not suggested in its commentary. Instead, it seems like a transitory pause in its sales cycle.</li><li>Accordingly, we reiterate our Buy rating on PLTR, as we are confident it has formed its long-term bottom in May. Investors should capitalize on downside volatility to add more positions.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.'s </a>Ā Q2 earningsrelease highlighted that the slowdown in its government business was so significant that it indicated the company is facing challenges in clinching new deals. Is it surprising? We don't think so.</p><p>We have noted that Palantir's government segment has slowed since its growth rates peaked in late 2020. PLTR stock has also reflected the reality in its underlying metrics, given its battering as the company lapped challenging pandemic-driven comps. Coupled with increased uncertainties spurred by the current macroeconomic dynamics, it has led to an elongated sales cycle.</p><p>However, management reiterated its confidence that its long-term growth trajectory remains intact, as it proffered specific revenue guidance as a yardstick. Compared to its previously-communicated 30% revenue growth guidepost, we favor its updated framework, as it helps us to validate our valuation models better.</p><p>Furthermore, PLTR closed the week resiliently despite an underwhelming earnings release. Hence, we are confident that PLTR has formed its long-term bottom in May as the market looks to re-rate SaaS stocks broadly.</p><p>Accordingly, we reiterate our Buy rating on PLTR.</p><h3>Palantir's Growth Could Slow Through H2'22, But Look Ahead</h3><p>We believe it's pretty clear from management's commentary that the company is facing a challenging sales cycle from its government customers, worsened by the macroeconomic headwinds. Therefore, we think it's only reasonable to posit that the impact could be felt through H2'22.</p><p>Notwithstanding, management accentuated that it remains confident in its medium-term growth trajectory as CEO Alex Karp highlighted FY25 revenue guidance of $4.5B and expects to turn profitable.</p><p>However, Street analysts and some investors pointed out that Palantir stopped issuing its previous 30% revenue growth through 2025. Some analysts felt that withdrawing such guidance suggests that the company could be experiencing a structural slowdown in the medium-term. Morgan Stanley highlighted:</p><blockquote>While the pause in government bookings appears temporary, it is notable that management decided not to reiterate its 30% long-term growth target. This suggests that management believes the sales environment could prove challenging not just for the next few quarters but potentially beyond. -Barron's</blockquote><p>We find that perspective interesting because Karp provided clear revenue guidance of $4.5 through FY25, which is immensely helpful in validating our reverse cash flow valuation model. Also, Palantir reported a TTM revenue of $1.744B in FQ2. Therefore, Karp's guidance implies a revenue CAGR of 31% through FY25. So is withdrawing the initial 30% guidance really something that investors need to worry about? We certainly don't see anything amiss here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fd072abbf4f6fc242cd2c3222cb934a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Palantir revenue change % and adjusted EBITDA change % consensus estimates (S&P Cap IQ)</span></p><p>Notwithstanding, the consensus estimates (neutral) suggest that Palantir's revenue and adjusted EBITDA growth are expected to reach a nadir by FQ4 before recovering remarkably through 2023.</p><p>We believe the estimates seem credible, as Palantir has been reticent to provide more clarity on the timing of the deals with which it has come under pressure. Moreover, the current macro headwinds clouded the company's visibility further. But Karp emphasized that he doesn't expect the medium-term growth cadence to deviate, as he articulated:</p><blockquote>And that's why I am positing, internally and externally, the growth in US government over a multiyear period will be at least as good in the future as it was in the past. However, that 35% CAGR included a number of years where it was flat or even negative, and that's just the frustrating part about contracting at our level. The contracts are so big and meaty that you got to kind of wait. (Palantir FQ2'22 earnings call)</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b02033e0f92a0f312bd91b5a31bd23c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Palantir revenue change by segment % (Company filings)</span></p><p>As seen above, Palantir's government revenue growth decelerated further to 13.3% in FQ2. However, even if we factor in a challenging H2 given tough macros, Karp's guidance suggests that its growth should normalize markedly subsequently. Therefore, investors could potentially be adding positions at levels that could align with the bottoming of Palantir's government revenue growth over the next six months or so.</p><p>PLTR's Price Action Remains Constructive</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fb894fe0840f778111f234325336f7\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>PLTR price chart (monthly) (TradingView)</span></p><p>Furthermore, PLTR's post-Q2 sell down did not break the lows from July, as buying support returned remarkably, helping PLTR close robustly for the week.</p><p>Moreover, PLTR's bear trap (indicating the market denied further selling downside) in May on its long-term chart corroborates its long-term bottom, as PLTR has been gathering buying momentum.</p><p>Therefore, we are confident that investors should capitalize on any near-term downside volatility in PLTR to add more positions, as we believe it has already bottomed out. Hence, the upside risk/reward profile seems favorable.</p><h3>Is PLTR Stock A Buy, Sell, Or Hold?</h3><p><i>We reiterate our Buy rating on PLTR.</i></p><p>While we are cognizant of a marked deceleration in its revenue growth, we believe it's close to reaching a nadir (over the next six months) before reversing.</p><p>Our price action analysis also suggests that buying momentum has been returning to undergird its recovery since its May bottom as the market looks forward.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Don't Fear The Bears, Buy This Dip Aggressively</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Don't Fear The Bears, Buy This Dip Aggressively\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 14:01 GMT+8 <a href=https://seekingalpha.com/article/4534223-palantir-dont-fear-bears-buy-dip-aggressively><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's Q2 earnings release stunned some investors because its government revenue growth slowed dramatically. It also pulled its 30% revenue growth guidance through 2025.But, management ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534223-palantir-dont-fear-bears-buy-dip-aggressively\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4534223-palantir-dont-fear-bears-buy-dip-aggressively","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114787638","content_text":"SummaryPalantir's Q2 earnings release stunned some investors because its government revenue growth slowed dramatically. It also pulled its 30% revenue growth guidance through 2025.But, management guided for $4.5B in revenue by 2025, which provides a precise performance yardstick for investors to assess. Furthermore, it implies a TTM revenue CAGR of over 30%.So, we believe investors have been unduly concerned about a structural slowdown that management has not suggested in its commentary. Instead, it seems like a transitory pause in its sales cycle.Accordingly, we reiterate our Buy rating on PLTR, as we are confident it has formed its long-term bottom in May. Investors should capitalize on downside volatility to add more positions.ThesisPalantir Technologies Inc.'s Ā Q2 earningsrelease highlighted that the slowdown in its government business was so significant that it indicated the company is facing challenges in clinching new deals. Is it surprising? We don't think so.We have noted that Palantir's government segment has slowed since its growth rates peaked in late 2020. PLTR stock has also reflected the reality in its underlying metrics, given its battering as the company lapped challenging pandemic-driven comps. Coupled with increased uncertainties spurred by the current macroeconomic dynamics, it has led to an elongated sales cycle.However, management reiterated its confidence that its long-term growth trajectory remains intact, as it proffered specific revenue guidance as a yardstick. Compared to its previously-communicated 30% revenue growth guidepost, we favor its updated framework, as it helps us to validate our valuation models better.Furthermore, PLTR closed the week resiliently despite an underwhelming earnings release. Hence, we are confident that PLTR has formed its long-term bottom in May as the market looks to re-rate SaaS stocks broadly.Accordingly, we reiterate our Buy rating on PLTR.Palantir's Growth Could Slow Through H2'22, But Look AheadWe believe it's pretty clear from management's commentary that the company is facing a challenging sales cycle from its government customers, worsened by the macroeconomic headwinds. Therefore, we think it's only reasonable to posit that the impact could be felt through H2'22.Notwithstanding, management accentuated that it remains confident in its medium-term growth trajectory as CEO Alex Karp highlighted FY25 revenue guidance of $4.5B and expects to turn profitable.However, Street analysts and some investors pointed out that Palantir stopped issuing its previous 30% revenue growth through 2025. Some analysts felt that withdrawing such guidance suggests that the company could be experiencing a structural slowdown in the medium-term. Morgan Stanley highlighted:While the pause in government bookings appears temporary, it is notable that management decided not to reiterate its 30% long-term growth target. This suggests that management believes the sales environment could prove challenging not just for the next few quarters but potentially beyond. -Barron'sWe find that perspective interesting because Karp provided clear revenue guidance of $4.5 through FY25, which is immensely helpful in validating our reverse cash flow valuation model. Also, Palantir reported a TTM revenue of $1.744B in FQ2. Therefore, Karp's guidance implies a revenue CAGR of 31% through FY25. So is withdrawing the initial 30% guidance really something that investors need to worry about? We certainly don't see anything amiss here.Palantir revenue change % and adjusted EBITDA change % consensus estimates (S&P Cap IQ)Notwithstanding, the consensus estimates (neutral) suggest that Palantir's revenue and adjusted EBITDA growth are expected to reach a nadir by FQ4 before recovering remarkably through 2023.We believe the estimates seem credible, as Palantir has been reticent to provide more clarity on the timing of the deals with which it has come under pressure. Moreover, the current macro headwinds clouded the company's visibility further. But Karp emphasized that he doesn't expect the medium-term growth cadence to deviate, as he articulated:And that's why I am positing, internally and externally, the growth in US government over a multiyear period will be at least as good in the future as it was in the past. However, that 35% CAGR included a number of years where it was flat or even negative, and that's just the frustrating part about contracting at our level. The contracts are so big and meaty that you got to kind of wait. (Palantir FQ2'22 earnings call)Palantir revenue change by segment % (Company filings)As seen above, Palantir's government revenue growth decelerated further to 13.3% in FQ2. However, even if we factor in a challenging H2 given tough macros, Karp's guidance suggests that its growth should normalize markedly subsequently. Therefore, investors could potentially be adding positions at levels that could align with the bottoming of Palantir's government revenue growth over the next six months or so.PLTR's Price Action Remains ConstructivePLTR price chart (monthly) (TradingView)Furthermore, PLTR's post-Q2 sell down did not break the lows from July, as buying support returned remarkably, helping PLTR close robustly for the week.Moreover, PLTR's bear trap (indicating the market denied further selling downside) in May on its long-term chart corroborates its long-term bottom, as PLTR has been gathering buying momentum.Therefore, we are confident that investors should capitalize on any near-term downside volatility in PLTR to add more positions, as we believe it has already bottomed out. Hence, the upside risk/reward profile seems favorable.Is PLTR Stock A Buy, Sell, Or Hold?We reiterate our Buy rating on PLTR.While we are cognizant of a marked deceleration in its revenue growth, we believe it's close to reaching a nadir (over the next six months) before reversing.Our price action analysis also suggests that buying momentum has been returning to undergird its recovery since its May bottom as the market looks forward.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905005464,"gmtCreate":1659762082860,"gmtModify":1703766384297,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4114404437468532","idStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905005464","repostId":"1136904781","repostType":2,"isVote":1,"tweetType":1,"viewCount":4051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903031688,"gmtCreate":1658938009944,"gmtModify":1676536231630,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4114404437468532","idStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903031688","repostId":"1129868832","repostType":2,"repost":{"id":"1129868832","kind":"news","pubTimestamp":1658931046,"share":"https://ttm.financial/m/news/1129868832?lang=en_US&edition=fundamental","pubTime":"2022-07-27 22:10","market":"us","language":"en","title":"Hereās What to Expect From the Fedās Policy Review Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1129868832","media":"Bloomberg","summary":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the econo","content":"<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Hereās What to Expect From the Fedās Policy Review Today</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; 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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\">\nHereās What to Expect From the Fedās Policy Review Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 22:10 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129868832","content_text":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of weeks as investors fret about the prospect of a recession, providing a glum backdrop to the two-day Federal Reserve meeting that concludes today.Hereās what traders are watching for:Size of hike:While the markets were starting to price in a 100-basis point increase soon after those towering Juneinflation prints, that positioning has mellowed in the face of comments from Governor Christopher Waller and St. Louis Fed President James Bullard expressinga preferencefor 75 basis points.While the Fed has gone into the traditional quiet period and there being no murmur suggesting otherwise from usual Deep Throat media outlets, the tail risk of a bigger move has faded.Dissent:Fed Kansas President Esther George, who voted in favor of a 50-basis point increase at the June meeting, may do an encore. Before the Fedās blackout period, she had remarked that āmore abrupt changes in interest rates could create strains, either in the economy or financial markets, that would undermine the Fedās ability to deliver on the higher path of rates communicated.āItās not clear whatās weighing on the mind of the vice-chair for supervision, Michael Barr, as he hasnāt made public comments on monetary policy since he was sworn in.Fed Boston President Susan Collins, who took office this month, remarked that āinflation is too high and addressing this is a key priority,ā suggesting she may vote with the majority.Statement:The Fed is likely to acknowledge recent signs of weakness in the economy stemming from JulyāsPMI numbers, new-home sales and waning consumer confidence.The Fedās second paragraph from its Junestatementstated that āthe committee is highly attentive to inflation risks.ā Any tweak to that sentence would be construed as an acknowledgment that the Fed is attuned to economic risks, though I think itās premature and unlikely given that inflation is way above its target.Guidance:There being no dot plot accompanying this meeting, traders will parse the language of the Fed statement to see what it thinks of the path ahead in light of signs that the economy is slowing.Interest-rate traders are factoring in about 100 basis points of tightening in the remainder of the year excluding Wednesdayās expected increase, but that pricing is very much work in progress. So the Fedās language and Chair Jerome Powellās thoughts on the Fedās intended path from here will be the key to any market reaction.If the Fed were to signal that it wonāt be spooked by pockets of weakness in the economy, expect front-end yields to trade with an upward bias. The longer end may, however, rise initially but turn down subsequently if traders estimate that the Fedās bias will tilt the economy downward into a recession.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9962568136,"gmtCreate":1669809255525,"gmtModify":1676538247556,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"š¤·","listText":"š¤·","text":"š¤·","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962568136","repostId":"1106229901","repostType":4,"isVote":1,"tweetType":1,"viewCount":3898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999506185,"gmtCreate":1660544399349,"gmtModify":1676533741699,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999506185","repostId":"1114787638","repostType":4,"isVote":1,"tweetType":1,"viewCount":3177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903031688,"gmtCreate":1658938009944,"gmtModify":1676536231630,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903031688","repostId":"1129868832","repostType":2,"repost":{"id":"1129868832","kind":"news","pubTimestamp":1658931046,"share":"https://ttm.financial/m/news/1129868832?lang=en_US&edition=fundamental","pubTime":"2022-07-27 22:10","market":"us","language":"en","title":"Hereās What to Expect From the Fedās Policy Review Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1129868832","media":"Bloomberg","summary":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the econo","content":"<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Hereās What to Expect From the Fedās Policy Review Today</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; 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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\">\nHereās What to Expect From the Fedās Policy Review Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 22:10 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-07-27/here-s-what-to-expect-from-the-fed-s-policy-review-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129868832","content_text":"Possibility of a dissent vote against a 75 basis point hikeHow worried the Fed seems about the economy will be the keyTen-year Treasury yields have slumped almost 75 basis points in just a matter of weeks as investors fret about the prospect of a recession, providing a glum backdrop to the two-day Federal Reserve meeting that concludes today.Hereās what traders are watching for:Size of hike:While the markets were starting to price in a 100-basis point increase soon after those towering Juneinflation prints, that positioning has mellowed in the face of comments from Governor Christopher Waller and St. Louis Fed President James Bullard expressinga preferencefor 75 basis points.While the Fed has gone into the traditional quiet period and there being no murmur suggesting otherwise from usual Deep Throat media outlets, the tail risk of a bigger move has faded.Dissent:Fed Kansas President Esther George, who voted in favor of a 50-basis point increase at the June meeting, may do an encore. Before the Fedās blackout period, she had remarked that āmore abrupt changes in interest rates could create strains, either in the economy or financial markets, that would undermine the Fedās ability to deliver on the higher path of rates communicated.āItās not clear whatās weighing on the mind of the vice-chair for supervision, Michael Barr, as he hasnāt made public comments on monetary policy since he was sworn in.Fed Boston President Susan Collins, who took office this month, remarked that āinflation is too high and addressing this is a key priority,ā suggesting she may vote with the majority.Statement:The Fed is likely to acknowledge recent signs of weakness in the economy stemming from JulyāsPMI numbers, new-home sales and waning consumer confidence.The Fedās second paragraph from its Junestatementstated that āthe committee is highly attentive to inflation risks.ā Any tweak to that sentence would be construed as an acknowledgment that the Fed is attuned to economic risks, though I think itās premature and unlikely given that inflation is way above its target.Guidance:There being no dot plot accompanying this meeting, traders will parse the language of the Fed statement to see what it thinks of the path ahead in light of signs that the economy is slowing.Interest-rate traders are factoring in about 100 basis points of tightening in the remainder of the year excluding Wednesdayās expected increase, but that pricing is very much work in progress. So the Fedās language and Chair Jerome Powellās thoughts on the Fedās intended path from here will be the key to any market reaction.If the Fed were to signal that it wonāt be spooked by pockets of weakness in the economy, expect front-end yields to trade with an upward bias. The longer end may, however, rise initially but turn down subsequently if traders estimate that the Fedās bias will tilt the economy downward into a recession.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955399917,"gmtCreate":1675178892039,"gmtModify":1676538982276,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ </a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955399917","isVote":1,"tweetType":1,"viewCount":4311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376194933374976,"gmtCreate":1732846184309,"gmtModify":1732846188223,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"tiger ate my turkey this year š¤£š¤£ TIGR","listText":"tiger ate my turkey this year š¤£š¤£ TIGR","text":"tiger ate my turkey this year š¤£š¤£ TIGR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376194933374976","isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920803191,"gmtCreate":1670460272513,"gmtModify":1676538372002,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"Tiok","listText":"Tiok","text":"Tiok","images":[{"img":"https://community-static.tradeup.com/news/1caf69c954d2e81d98180bd51f67bd43","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920803191","isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962904321,"gmtCreate":1669687509163,"gmtModify":1676538223372,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ </a>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ 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ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980584355","isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998270183,"gmtCreate":1661015687145,"gmtModify":1676536439238,"author":{"id":"4114404437468532","authorId":"4114404437468532","name":"TG88","avatar":"https://community-static.tradeup.com/news/67a0d366f6dae61c722ecb889cb93790","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114404437468532","authorIdStr":"4114404437468532"},"themes":[],"title":"","htmlText":"tiok","listText":"tiok","text":"tiok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998270183","repostId":"1157981129","repostType":2,"repost":{"id":"1157981129","kind":"news","pubTimestamp":1660959931,"share":"https://ttm.financial/m/news/1157981129?lang=en_US&edition=fundamental","pubTime":"2022-08-20 09:45","market":"us","language":"en","title":"Here Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=1157981129","media":"MarketWatch","summary":"The size and duration of the bear-market rally is already in line with what is typical, suggesting t","content":"<html><head></head><body><p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: Citigroup</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c9ed4762e8711b6ec699fade11e18b\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>The current bear seems mature? GETTY IMAGES</span></p><p>U.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroupās analysts.</p><p>According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.</p><p>āBear market rallies are often sentiment driven, as the market just becomes too bearish,ā wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. āMore fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.ā</p><p>In particular, the chart below shows that theĀ AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0778f6e5ac7376df8068417b41f6547\" tg-width=\"700\" tg-height=\"448\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Meanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/375f2ff2c6b5dcaf399914aded2b7ef9\" tg-width=\"700\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Federal Reserve officials in July agreed thatĀ it was necessary to move their benchmark interest rate high enoughĀ to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committeeās July 26-27 meeting released Wednesday.</p><p>After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis PresidentĀ James Bullard said he is leaning toward another large rate rise of 75 basis pointsĀ at the central bankās September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed āwill do what it takesā to drive inflation back toward its 2% target, according toĀ a Bloomberg report, whileĀ Reuters reportedĀ that Barkin saying the Fedās efforts neednāt be ācalamitous.ā</p><p>According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. āIf a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),ā wrote strategists.</p><p>The S&P 500Ā was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial AverageĀ rallied 12.9%, and the NASDAQ CompositeĀ jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.</p><p>U.S. stocks finished the week sharply lower.The Dow Jones Industrial AverageĀ dropped 292.30 points, or 0.9%, to finish at 33,706.74.Ā . The S&P 500Ā was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq CompositeĀ decreased 260.13 points, or 2.0%, to 12,705.22.</p></body></html>","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>Here Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi</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\">\nHere Are the Signs That the Bear-Market Rally in Stocks Wonāt Last Long ā Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:45 GMT+8 <a href=https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"éē¼ęÆ",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157981129","content_text":"The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroupās analysts.According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.āBear market rallies are often sentiment driven, as the market just becomes too bearish,ā wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. āMore fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.āIn particular, the chart below shows that theĀ AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.SOURCE: CITI RESEARCH, BLOOMBERGMeanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.SOURCE: CITI RESEARCH, BLOOMBERGFederal Reserve officials in July agreed thatĀ it was necessary to move their benchmark interest rate high enoughĀ to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committeeās July 26-27 meeting released Wednesday.After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis PresidentĀ James Bullard said he is leaning toward another large rate rise of 75 basis pointsĀ at the central bankās September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed āwill do what it takesā to drive inflation back toward its 2% target, according toĀ a Bloomberg report, whileĀ Reuters reportedĀ that Barkin saying the Fedās efforts neednāt be ācalamitous.āAccording to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. āIf a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),ā wrote strategists.The S&P 500Ā was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial AverageĀ rallied 12.9%, and the NASDAQ CompositeĀ jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.U.S. stocks finished the week sharply lower.The Dow Jones Industrial AverageĀ dropped 292.30 points, or 0.9%, to finish at 33,706.74.Ā . The S&P 500Ā was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq CompositeĀ decreased 260.13 points, or 2.0%, to 12,705.22.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}