Profile - To The Moon

CheeMang

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- CheeMangCheeMang
  ·2024-10-29
  DHT will continue to rally till election day
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- CheeMangCheeMang
  ·2024-07-24
  Market is red again
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- CheeMangCheeMang
  ·2024-03-01
  $Tiger Brokers(TIGR)$
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- CheeMangCheeMang
  ·2021-06-26
  Nice. Comment and like pls
  Sorry, this post has been deleted
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- CheeMangCheeMang
  ·2021-06-17
  Like and comment pls
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- CheeMangCheeMang
  ·2021-06-15
  Like pls
  Novavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants
  Novavax said Monday its Covid vaccine was more than 93% protective against troublesome variants in final-phase testing.
  Novavax Stock Yo-Yos After Biotech Says Covid Vaccine Protects Against Variants
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- CheeMangCheeMang
  ·2021-06-14
  Nice.
  Sorry, this post has been deleted
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- CheeMangCheeMang
  ·2021-06-12
  Comment and like pls
  Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare
  Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank
  Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare
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- CheeMangCheeMang
  ·2021-06-12
  Nice
  Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare
  Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank
  Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare
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- CheeMangCheeMang
  ·2021-06-11
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  "As I Was Going To St Ives"... Why Today's G7 Meeting Is Important
  As I was going to St Ives... “As I was going to St. Ives, I met a man with(G) 7 wives; Each wife h
  "As I Was Going To St Ives"... Why Today's G7 Meeting Is Important
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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":1664,"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 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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":2144,"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":1969,"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":3287,"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=&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":2486,"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":2560,"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=&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\">Web 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",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"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":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3248,"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=&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\">Web 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",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"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":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3109,"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=&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\">Web 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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","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":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}