To The Moon
Home
News
TigerAI
Log In
Sign Up
Maika
+Follow
Posts · 24
Posts · 24
Following · 0
Following · 0
Followers · 0
Followers · 0
Maika
Maika
·
08-18
$Alibaba(BABA)$
$Centene(CNC)$
看
286
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
07-18
$UnitedHealth(UNH)$
看
617
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
05-20
$UnitedHealth(UNH)$
看
987
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
2024-10-12
$CrowdStrike Holdings, Inc.(CRWD)$
good
看
1.61K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-17
good
Sorry, this post has been deleted
看
2.41K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-11
she she
看
2.21K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-10
cool
The global recovery is gaining speed. There are still huge risks
London (CNN Business) Finally, some good news: The outlook for the global economy is clearly improvi
The global recovery is gaining speed. There are still huge risks
看
2.75K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-10
nice
Gundlach: "People Are Starting To Believe That Stimulus Is Permanent"
It's time for Jeff Gundlach to regale DoubleLine fund investors and assorted hangers on with his vie
Gundlach: "People Are Starting To Believe That Stimulus Is Permanent"
看
1.95K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-08
yes like
看
1.69K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Maika
Maika
·
2021-03-08
food
Sorry, this post has been deleted
看
2.75K
回复
1
点赞
Like
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3574398921203400","uuid":"3574398921203400","gmtCreate":1611305044925,"gmtModify":1614311257592,"name":"Maika","pinyin":"maika","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":50,"tweetSize":24,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.09","exceedPercentage":"93.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.51%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":9,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":468944983642440,"gmtCreate":1755526604378,"gmtModify":1755526607655,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> <a href=\"https://ttm.financial/S/CNC\">$Centene(CNC)$</a> ","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> <a href=\"https://ttm.financial/S/CNC\">$Centene(CNC)$</a> ","text":"$Alibaba(BABA)$ $Centene(CNC)$","images":[{"img":"https://community-static.tradeup.com/news/5978cd4b0b57bfc1fcda6cdff086fb31","width":"374","height":"579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468944983642440","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457999632638656,"gmtCreate":1752853304562,"gmtModify":1752853306979,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ </a><v-v data-views=\"1\"></v-v> ","text":"$UnitedHealth(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457999632638656","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436849402511776,"gmtCreate":1747688980984,"gmtModify":1747688983646,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ </a> ","listText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ </a> ","text":"$UnitedHealth(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436849402511776","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359224323018936,"gmtCreate":1728709253978,"gmtModify":1728709259277,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> good","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> good","text":"$CrowdStrike Holdings, Inc.(CRWD)$ good","images":[{"img":"https://community-static.tradeup.com/news/d59e0e0ffef8eedf780e0448570fa52e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359224323018936","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325455040,"gmtCreate":1615921128180,"gmtModify":1704788506490,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325455040","repostId":"2119597686","repostType":4,"isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321219817,"gmtCreate":1615437720039,"gmtModify":1704782767365,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"she she","listText":"she she","text":"she she","images":[{"img":"https://static.tigerbbs.com/29faab14cfd470fba8002c8bbbdc2584","width":"1125","height":"3707"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321219817","isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323593298,"gmtCreate":1615351859214,"gmtModify":1704781545621,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323593298","repostId":"1171122528","repostType":4,"repost":{"id":"1171122528","kind":"news","pubTimestamp":1615348428,"share":"https://ttm.financial/m/news/1171122528?lang=&edition=fundamental","pubTime":"2021-03-10 11:53","market":"us","language":"en","title":"The global recovery is gaining speed. There are still huge risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1171122528","media":"cnn","summary":"London (CNN Business) Finally, some good news: The outlook for the global economy is clearly improvi","content":"<p>London (CNN Business) Finally, some good news: The outlook for the global economy is clearly improving.</p><p>What's happening: The Organization for Economic Cooperation and Development unveiled major upgrades to its global forecast on Tuesday. It said that \"economic prospects have improved markedly in recent months,\" pointing to the deployment of coronavirus vaccines and additional stimulus announcements.</p><p>The Paris-based agency now expects the world economy to grow by 5.6% in 2021, an improvement of more than one percentage point from its estimate in December.</p><p>The US economy is predicted to expand by 6.5% this year, over three percentage points better than the December forecast. The agency pointed to the effects of \"strong fiscal support\" from President Joe Biden's $1.9 trillion stimulus package.</p><p>But the OECD also emphasized that extreme uncertainty remains, and that plenty of factors could jeopardize the recovery.</p><p>One example: Investors have become increasingly concerned that a rush of activity could trigger a spike in prices later this year, forcing central banks to raise interest rates or taper bond purchases sooner than expected.</p><p>According to the OECD, a rebound in demand, especially from China, is pushing up food and metals prices, while oil prices have staged a strong comeback. But the group said it will be essential for policymakers to keep the stimulus coming, even if inflation overshoots some targets.</p><p>The possibility of a sharp rise in prices is far from the only fear.</p><p>The agency noted that vaccine campaigns are moving at different speeds around the world, and coronavirus variants that resist vaccines could still emerge.</p><p>\"Slow progress in vaccine rollout and the emergence of new virus mutations resistant to existing vaccines would result in a weaker recovery, larger job losses and more business failures,\" it said in its report.</p><p>The OECD also said that it's essential that governments maintain their support for the economy even as the situation starts to brighten. European Central Bank President Christine Lagarde has issued a similar warning, cautioning that countries should not \"brutally\" pull stimulus.</p><p>\"A premature tightening of fiscal policy must be avoided,\" the group said.</p><p>Another worry is high levels of debt. The OECD focused on corporate debt loads, in particular, with debt servicing burdens at or above their level during the 2008 financial crisis even though interest rates are at historic lows.</p><p>\"Although some firms have used borrowing to build up sizable cash buffers since the onset of the pandemic, high leverage could moderate new investment,\" it said. If the recovery is slower than expected, or government support programs end too soon, this could \"trigger additional debt delinquencies or defaults.\"</p><p>Right now, these are just hypotheticals. But so are expectations of booming growth, which are due to play out in the coming months. The OECD report is a reminder that while the outlook is brightening, it's also tentative.</p><p><b>These stocks are thriving while Big Tech gets hammered</b></p><p>Tech companies are clearly the big losers in markets right now. Apple is nearing bear market territory, while the tech-heavy Nasdaq Composite entered a correction on Monday, having dropped 10.5% below the record it notched in mid-February.</p><p>But plenty of firms are benefiting from the stock market rotation, as investors give companies they'd dumped earlier in the pandemic a second look.</p><p>See here: Disney (DIS) shares jumped more than 6% Monday, while Visa (V) and American Express (AXP) both rose 2%.</p><p>These firms all stand to benefit if a strong economic rebound materializes later this year, sparking a surge in travel and consumer spending. They're getting more attention as Biden's $1.9 trillion stimulus bill heads back to the House of Representatives, where it's on track for a final vote Wednesday.</p><p>Other winners: Shares of Southwest Airlines (LUV) gained 6.4% on Monday, while Gap (GPS) rose 5.8%. JPMorgan Chase's stock rose more than 1%.</p><p>This divide — fueled by Wall Street's growing interest in shares that may be undervalued — helps explain why the major US stock indexes have diverged in recent days. While the Nasdaq Composite plunged 2.4% on Monday, the Dow rose almost 1%.</p><p>Analysts think the trend could continue if government bond yields keep pushing higher, making high-growth tech companies less attractive.</p><p>\"The imminent passage of another huge fiscal support package in the US adds to our conviction that the reflation and rotation trends currently underway in bond and equity markets both have further to run,\" Oliver Jones, senior markets economist at Capital Economics, said in a note to clients.</p><p><b>ViacomCBS shares are riding high</b></p><p>There's no escaping Prince Harry and Meghan Markle's blockbuster interview with Oprah this week. That's good news for ViacomCBS (VIACA), which aired the interview in the United States.</p><p>Shares of the media giant soared nearly 13% on Monday, reaching an all-time high. The interview drew 17 million viewers when it aired Sunday, according to Nielsen's TV ratings scale.</p><p>Some context: CBS averaged 6.5 million viewers in prime time the previous Sunday night, my CNN Business colleague Brian Stelter reports. The two-hour special was also higher-rated than the most recent Emmys and Golden Globes award telecasts.</p><p>Watch this space: ViacomCBS shares were already riding high thanks to the launch of its Paramount+ streaming service, which debuted earlier this month. Whether the run-up can continue may depend on how many subscribers the company can nab in an increasingly crowded space.</p><p><b>Up next</b></p><p>The Children's Place (PLCE) and Dick's Sporting Goods (DKS) report results before US markets open. H&R Block (HRB) follows after the close.</p><p>Coming tomorrow: A key measure of inflation for February will provide fresh insight for investors nervous about higher prices.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The global recovery is gaining speed. There are still huge risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe global recovery is gaining speed. There are still huge risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 11:53 GMT+8 <a href=https://edition.cnn.com/2021/03/09/investing/premarket-stocks-trading/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business) Finally, some good news: The outlook for the global economy is clearly improving.What's happening: The Organization for Economic Cooperation and Development unveiled major ...</p>\n\n<a href=\"https://edition.cnn.com/2021/03/09/investing/premarket-stocks-trading/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://edition.cnn.com/2021/03/09/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171122528","content_text":"London (CNN Business) Finally, some good news: The outlook for the global economy is clearly improving.What's happening: The Organization for Economic Cooperation and Development unveiled major upgrades to its global forecast on Tuesday. It said that \"economic prospects have improved markedly in recent months,\" pointing to the deployment of coronavirus vaccines and additional stimulus announcements.The Paris-based agency now expects the world economy to grow by 5.6% in 2021, an improvement of more than one percentage point from its estimate in December.The US economy is predicted to expand by 6.5% this year, over three percentage points better than the December forecast. The agency pointed to the effects of \"strong fiscal support\" from President Joe Biden's $1.9 trillion stimulus package.But the OECD also emphasized that extreme uncertainty remains, and that plenty of factors could jeopardize the recovery.One example: Investors have become increasingly concerned that a rush of activity could trigger a spike in prices later this year, forcing central banks to raise interest rates or taper bond purchases sooner than expected.According to the OECD, a rebound in demand, especially from China, is pushing up food and metals prices, while oil prices have staged a strong comeback. But the group said it will be essential for policymakers to keep the stimulus coming, even if inflation overshoots some targets.The possibility of a sharp rise in prices is far from the only fear.The agency noted that vaccine campaigns are moving at different speeds around the world, and coronavirus variants that resist vaccines could still emerge.\"Slow progress in vaccine rollout and the emergence of new virus mutations resistant to existing vaccines would result in a weaker recovery, larger job losses and more business failures,\" it said in its report.The OECD also said that it's essential that governments maintain their support for the economy even as the situation starts to brighten. European Central Bank President Christine Lagarde has issued a similar warning, cautioning that countries should not \"brutally\" pull stimulus.\"A premature tightening of fiscal policy must be avoided,\" the group said.Another worry is high levels of debt. The OECD focused on corporate debt loads, in particular, with debt servicing burdens at or above their level during the 2008 financial crisis even though interest rates are at historic lows.\"Although some firms have used borrowing to build up sizable cash buffers since the onset of the pandemic, high leverage could moderate new investment,\" it said. If the recovery is slower than expected, or government support programs end too soon, this could \"trigger additional debt delinquencies or defaults.\"Right now, these are just hypotheticals. But so are expectations of booming growth, which are due to play out in the coming months. The OECD report is a reminder that while the outlook is brightening, it's also tentative.These stocks are thriving while Big Tech gets hammeredTech companies are clearly the big losers in markets right now. Apple is nearing bear market territory, while the tech-heavy Nasdaq Composite entered a correction on Monday, having dropped 10.5% below the record it notched in mid-February.But plenty of firms are benefiting from the stock market rotation, as investors give companies they'd dumped earlier in the pandemic a second look.See here: Disney (DIS) shares jumped more than 6% Monday, while Visa (V) and American Express (AXP) both rose 2%.These firms all stand to benefit if a strong economic rebound materializes later this year, sparking a surge in travel and consumer spending. They're getting more attention as Biden's $1.9 trillion stimulus bill heads back to the House of Representatives, where it's on track for a final vote Wednesday.Other winners: Shares of Southwest Airlines (LUV) gained 6.4% on Monday, while Gap (GPS) rose 5.8%. JPMorgan Chase's stock rose more than 1%.This divide — fueled by Wall Street's growing interest in shares that may be undervalued — helps explain why the major US stock indexes have diverged in recent days. While the Nasdaq Composite plunged 2.4% on Monday, the Dow rose almost 1%.Analysts think the trend could continue if government bond yields keep pushing higher, making high-growth tech companies less attractive.\"The imminent passage of another huge fiscal support package in the US adds to our conviction that the reflation and rotation trends currently underway in bond and equity markets both have further to run,\" Oliver Jones, senior markets economist at Capital Economics, said in a note to clients.ViacomCBS shares are riding highThere's no escaping Prince Harry and Meghan Markle's blockbuster interview with Oprah this week. That's good news for ViacomCBS (VIACA), which aired the interview in the United States.Shares of the media giant soared nearly 13% on Monday, reaching an all-time high. The interview drew 17 million viewers when it aired Sunday, according to Nielsen's TV ratings scale.Some context: CBS averaged 6.5 million viewers in prime time the previous Sunday night, my CNN Business colleague Brian Stelter reports. The two-hour special was also higher-rated than the most recent Emmys and Golden Globes award telecasts.Watch this space: ViacomCBS shares were already riding high thanks to the launch of its Paramount+ streaming service, which debuted earlier this month. Whether the run-up can continue may depend on how many subscribers the company can nab in an increasingly crowded space.Up nextThe Children's Place (PLCE) and Dick's Sporting Goods (DKS) report results before US markets open. H&R Block (HRB) follows after the close.Coming tomorrow: A key measure of inflation for February will provide fresh insight for investors nervous about higher prices.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323593806,"gmtCreate":1615351846605,"gmtModify":1704781545459,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323593806","repostId":"1188521005","repostType":4,"repost":{"id":"1188521005","kind":"news","pubTimestamp":1615349447,"share":"https://ttm.financial/m/news/1188521005?lang=&edition=fundamental","pubTime":"2021-03-10 12:10","market":"us","language":"en","title":"Gundlach: \"People Are Starting To Believe That Stimulus Is Permanent\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1188521005","media":"zerohedge","summary":"It's time for Jeff Gundlach to regale DoubleLine fund investors and assorted hangers on with his vie","content":"<p>It's time for Jeff Gundlach to regale DoubleLine fund investors and assorted hangers on with his views of the economy, the stock market and everything else. The title of the latest webcast is \"Looking Backward\" although we expect a substantial does of forward looking views and hot takes, including Gundlach's inaugural assessment of the US economy.</p><p>The last time we heard from Gundlach, financials were just starting to take off thanks to surging yields. But that was a much smaller move compared to the action we’ve seen since the start of February. Back then, Gundlach pulled up a chart saying U.S. banks are wearing a “normal scuba vest” whereas their Japanese and European counterparts act as if they have an “aqualung vest.” Why? He says negative interest rates. As we noted earlier,US banksmay be forced to adopt negative rates as soon as April 1.</p><p>As Bloomberg also reminds us, last month Gundlach tweeted that he had been a long-term gold bull and U.S. dollar bear, but has turned neutral on both. Bitcoin may well be the “Stimulus Asset,” he said, a reference to the cryptocurrency’s rally amid a wave of cash pumped into the financial system during the pandemic.</p><p>More recently, he noted the divergence below, with Bitcoin rapidly outpacing both gold and the S&P 500’s gains over the past year, adding ominously, “Great dispersions often precede great reversions.” So will Gundlach announce his full-blown endorsement of the cryptocurrency? Stay tuned to find out.</p><p>We'll update this post with periodic highlights from the webcast.</p><p>Gundlach explains the title of today's webcast “Looking Backward”, which is a nod to a novel written in 1888, and where the protagonist of Edward Bellamy’s socialist-utopian novel goes into a trance in 1887 and awakens in 2000. Gundlach says the novel resembles situations in society today. In the novel the protagonist finds a year 2000 described as having shorter working weeks and equal distribution of goods. In the book, Boston is part of a totally changed world<b>in which the U.S. has been transformed to a socialist utopia, which includes internet and full-benefits retirement at 45.</b></p><p>\"So think about this as we go through some of the slides\" Gundlach said.</p><p>Gundlach starts by showing a chart breaking down the US economy between Nominal GDP, Employment and market cap, with Technology \"monopolies\" clearly dominating.</p><p><img src=\"https://static.tigerbbs.com/c6d86a5acd7e9160e8b2a42a91a8fbb8\" tg-width=\"500\" tg-height=\"331\" referrerpolicy=\"no-referrer\">He then shows a chart of US economic growth, saying that despite all the stimulus, the US won't be fully out of the recession until we regain the economic growth rate.</p><p><img src=\"https://static.tigerbbs.com/1458baa6baaee75d50c972b886ee8d6e\" tg-width=\"500\" tg-height=\"372\" referrerpolicy=\"no-referrer\">The DoubleLine CEO then shows just how much bigger the stimulus at $6.1TN is compared to the Great recession's $1.8TN.</p><p><img src=\"https://static.tigerbbs.com/516045afd08fd50ae82a978fdde95bcb\" tg-width=\"500\" tg-height=\"375\" referrerpolicy=\"no-referrer\">Gundlach then uses one of our favorite charts, the one showing that government accounts for a whopping 27% of all personal income.</p><p><img src=\"https://static.tigerbbs.com/8ce9fab40ea948c42fcd5210c19d71ac\" tg-width=\"500\" tg-height=\"373\" referrerpolicy=\"no-referrer\">Of course, this socialism won't come cheap and the US budget deficit has now hit a record 16.2% of GDP.</p><p><img src=\"https://static.tigerbbs.com/9aee67db178ad9fb81d3f8193c83290b\" tg-width=\"500\" tg-height=\"372\" referrerpolicy=\"no-referrer\">Echoing one of our favorite lines, Gundlach says that “<b>80% of the budget is borrowing, so why bother with taxes at all?”</b></p><p>Next, touching on his views on the dollar, Gundlach says that while he has been bullish in recent months, he expects the next move in the dollar to be down after a brief bounce.</p><p><img src=\"https://static.tigerbbs.com/17cde4c78c74591d75d05e6cdce3184c\" tg-width=\"500\" tg-height=\"376\" referrerpolicy=\"no-referrer\">Gundlach, who is jumping around like crazy from topic to topic, then slams the \"phony\" 6.2% unemployment rate pointing to the<b>true</b>US unemployment which is far greater than the official 6MM print, as a result of<b>more than 18MM people receiving various forms of unemployment benefits, more than 10% of the entire US labor force.</b></p><p><img src=\"https://static.tigerbbs.com/d1d9ba20c1bc55193038f5ba05f55667\" tg-width=\"500\" tg-height=\"371\" referrerpolicy=\"no-referrer\">Going back to the stock market, Gundlach mentions the “super six” tech stocks again and says it's amazing how high these stocks are valued versus pre-pandemic levels. He then shows surging P/E ratios, saying forward P/E ratios are elevated at 19 but not as high as 1999. Noting that Joe Biden is talking about increased corporate tax rates, Gundlach says P/E ratios could go even higher once that legislation is folded into the valuations.</p><p>Which brings us to one of of Gundlach's most bombastic comments so far. Looking at the tremendous outperformance of mega caps relative to micro caps...</p><p><img src=\"https://static.tigerbbs.com/384b39b99b7595fa55be0be118a1385c\" tg-width=\"500\" tg-height=\"382\" referrerpolicy=\"no-referrer\">... and the tremendous gains in the Nasdaq vs SPX, which recently just took out the dot com higher...</p><p><img src=\"https://static.tigerbbs.com/bd718172da3465d2284c1ce5bf09b2dd\" tg-width=\"500\" tg-height=\"378\" referrerpolicy=\"no-referrer\">... Gundlach warns that the Nasdaq may see a decline like in 2000-2003 and makes a shocking prediction that<b>\"The VIX will go over a 100 during the next downturn.\"</b></p><p>What could cause such a crash? Perhaps inflation - Gundlach notes that he expects headline inflation to be over 3% for a few months this summer on the back of base effect and stimulus.</p><p><img src=\"https://static.tigerbbs.com/3a63ca8576eb9ee0c0380fc7426c9efc\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\">It could get worse: Gundlach compares CPI to ISM Prices Paid and says that one could plausibly predict headline inflation could rise above 4%. \"That would really spook the bond market.\"</p><p><img src=\"https://static.tigerbbs.com/11e54fa54d2717c7b96840aab92a11d4\" tg-width=\"500\" tg-height=\"369\" referrerpolicy=\"no-referrer\">As a tangent, Gundlach points out something we have frequently noted, namely that buy purchasing massive amounts of TIPS, the Fed is skewing the TIPS and thus breakevens market.</p><p><img src=\"https://static.tigerbbs.com/9ae57a886252aa2ced3f27327d0c70be\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\">Gundlach then switches to Gold, and referring to yesterday's plunge in the price of gold to $1,680 he says that that could be the low for gold for this cycle.</p><p>He then rapidly shifts to bonds, and saying that while according to German yields, the 10Y is priced correctly...</p><p><img src=\"https://static.tigerbbs.com/4041d3f1be82dd31fc5c19da3f4b55b7\" tg-width=\"500\" tg-height=\"377\" referrerpolicy=\"no-referrer\">... the gold/copper ratio suggests that the 10Y should be at 3%.</p><p><img src=\"https://static.tigerbbs.com/47511c3809a87059607e6988e77b7eef\" tg-width=\"500\" tg-height=\"375\" referrerpolicy=\"no-referrer\">Gundlach then looks at the \"<b>bloodbath\"</b>in the long end, and specifically the move in the 30Y, saying it was the largest drawdown since the GFC (charted below), and echoing David Tepper, Gundlach says that \"<b>I’d expect a modest or moderate decline in yields on the long-end. It’s overextended sentiment-wise.\"</b></p><p><img src=\"https://static.tigerbbs.com/3af0a22364c75f19a4bd2723d22d995a\" tg-width=\"500\" tg-height=\"373\" referrerpolicy=\"no-referrer\">he DoubleLine CEO then said what most people know, namely that the only marginal buyer of Treasuries in the past couple of years has been the Fed as Foreigners continue to sell Treasury bonds. Gundlach talks about a “lack of robust, organic demand,” and points to the recent catastrophic seven-year Treasury auction as further evidence.</p><p>In short,<b>the \"Magic\" in \"Magic Money Tree\" (or MMT) is and has always been the Fed.</b></p><p>Gundlach concludes on a dismal note, criticizing stimulus programs for giving people who make $150,000 a year a pile of money, and extending his criticism to broader debt monetization saying while bemoaning what he says is a reliance on stimulus programs for growth.</p><p>Warning that people may be starting to believe stimulus is permanent, he says that<b>“The biggest problem is we’ve become totally addicted to these stimulus programs”</b>adding that while<b>\"people may be starting to believe that stimulus is permanent\",</b>he worries that<b>\"we can see some real need for endless stimulus.\"</b></p><p>And yet, in a world where a quarter of all personal income comes from the government, stimulus programs need to be kept going because consumers have been “trained” to rely on them. Hammering the point that people could become dependent on these stimulus programs, he said that this is something that tends to be associated more with Europe than the U.S, and warns that we could be seeing a “neverending” aid regime stateside.</p><p>Welcome to socialism with American characteristics - perpetual universal basic income for everyone, courtesy of a reserve currency... while it lasts. Because as Gundlach warns, China is doing everything in its power (both economic and military) to replace the US as a global hegemon.</p><p>One final point Gundlach made is that while bond vigilantes can overcome the Fed's effort to keep yields low, the central bank would then launch Yield Curve Control. That said, the Fed isn’t yet at the point where it would implement YCC:<b>“There’s a pretty good shot that they’ll let the 10-year yield go above 2% before they do anything about it.\"</b></p><p>And in response to a question of what is the world's cheapest asset right now, his answer:<u><b>farmland</b></u><u>.</u></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>Gundlach: \"People Are Starting To Believe That Stimulus Is Permanent\"</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\">\nGundlach: \"People Are Starting To Believe That Stimulus Is Permanent\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 12:10 GMT+8 <a href=https://www.zerohedge.com/markets/looking-backward-jeff-gundlach-live-webcast><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's time for Jeff Gundlach to regale DoubleLine fund investors and assorted hangers on with his views of the economy, the stock market and everything else. The title of the latest webcast is \"Looking...</p>\n\n<a href=\"https://www.zerohedge.com/markets/looking-backward-jeff-gundlach-live-webcast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/looking-backward-jeff-gundlach-live-webcast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188521005","content_text":"It's time for Jeff Gundlach to regale DoubleLine fund investors and assorted hangers on with his views of the economy, the stock market and everything else. The title of the latest webcast is \"Looking Backward\" although we expect a substantial does of forward looking views and hot takes, including Gundlach's inaugural assessment of the US economy.The last time we heard from Gundlach, financials were just starting to take off thanks to surging yields. But that was a much smaller move compared to the action we’ve seen since the start of February. Back then, Gundlach pulled up a chart saying U.S. banks are wearing a “normal scuba vest” whereas their Japanese and European counterparts act as if they have an “aqualung vest.” Why? He says negative interest rates. As we noted earlier,US banksmay be forced to adopt negative rates as soon as April 1.As Bloomberg also reminds us, last month Gundlach tweeted that he had been a long-term gold bull and U.S. dollar bear, but has turned neutral on both. Bitcoin may well be the “Stimulus Asset,” he said, a reference to the cryptocurrency’s rally amid a wave of cash pumped into the financial system during the pandemic.More recently, he noted the divergence below, with Bitcoin rapidly outpacing both gold and the S&P 500’s gains over the past year, adding ominously, “Great dispersions often precede great reversions.” So will Gundlach announce his full-blown endorsement of the cryptocurrency? Stay tuned to find out.We'll update this post with periodic highlights from the webcast.Gundlach explains the title of today's webcast “Looking Backward”, which is a nod to a novel written in 1888, and where the protagonist of Edward Bellamy’s socialist-utopian novel goes into a trance in 1887 and awakens in 2000. Gundlach says the novel resembles situations in society today. In the novel the protagonist finds a year 2000 described as having shorter working weeks and equal distribution of goods. In the book, Boston is part of a totally changed worldin which the U.S. has been transformed to a socialist utopia, which includes internet and full-benefits retirement at 45.\"So think about this as we go through some of the slides\" Gundlach said.Gundlach starts by showing a chart breaking down the US economy between Nominal GDP, Employment and market cap, with Technology \"monopolies\" clearly dominating.He then shows a chart of US economic growth, saying that despite all the stimulus, the US won't be fully out of the recession until we regain the economic growth rate.The DoubleLine CEO then shows just how much bigger the stimulus at $6.1TN is compared to the Great recession's $1.8TN.Gundlach then uses one of our favorite charts, the one showing that government accounts for a whopping 27% of all personal income.Of course, this socialism won't come cheap and the US budget deficit has now hit a record 16.2% of GDP.Echoing one of our favorite lines, Gundlach says that “80% of the budget is borrowing, so why bother with taxes at all?”Next, touching on his views on the dollar, Gundlach says that while he has been bullish in recent months, he expects the next move in the dollar to be down after a brief bounce.Gundlach, who is jumping around like crazy from topic to topic, then slams the \"phony\" 6.2% unemployment rate pointing to thetrueUS unemployment which is far greater than the official 6MM print, as a result ofmore than 18MM people receiving various forms of unemployment benefits, more than 10% of the entire US labor force.Going back to the stock market, Gundlach mentions the “super six” tech stocks again and says it's amazing how high these stocks are valued versus pre-pandemic levels. He then shows surging P/E ratios, saying forward P/E ratios are elevated at 19 but not as high as 1999. Noting that Joe Biden is talking about increased corporate tax rates, Gundlach says P/E ratios could go even higher once that legislation is folded into the valuations.Which brings us to one of of Gundlach's most bombastic comments so far. Looking at the tremendous outperformance of mega caps relative to micro caps...... and the tremendous gains in the Nasdaq vs SPX, which recently just took out the dot com higher...... Gundlach warns that the Nasdaq may see a decline like in 2000-2003 and makes a shocking prediction that\"The VIX will go over a 100 during the next downturn.\"What could cause such a crash? Perhaps inflation - Gundlach notes that he expects headline inflation to be over 3% for a few months this summer on the back of base effect and stimulus.It could get worse: Gundlach compares CPI to ISM Prices Paid and says that one could plausibly predict headline inflation could rise above 4%. \"That would really spook the bond market.\"As a tangent, Gundlach points out something we have frequently noted, namely that buy purchasing massive amounts of TIPS, the Fed is skewing the TIPS and thus breakevens market.Gundlach then switches to Gold, and referring to yesterday's plunge in the price of gold to $1,680 he says that that could be the low for gold for this cycle.He then rapidly shifts to bonds, and saying that while according to German yields, the 10Y is priced correctly...... the gold/copper ratio suggests that the 10Y should be at 3%.Gundlach then looks at the \"bloodbath\"in the long end, and specifically the move in the 30Y, saying it was the largest drawdown since the GFC (charted below), and echoing David Tepper, Gundlach says that \"I’d expect a modest or moderate decline in yields on the long-end. It’s overextended sentiment-wise.\"he DoubleLine CEO then said what most people know, namely that the only marginal buyer of Treasuries in the past couple of years has been the Fed as Foreigners continue to sell Treasury bonds. Gundlach talks about a “lack of robust, organic demand,” and points to the recent catastrophic seven-year Treasury auction as further evidence.In short,the \"Magic\" in \"Magic Money Tree\" (or MMT) is and has always been the Fed.Gundlach concludes on a dismal note, criticizing stimulus programs for giving people who make $150,000 a year a pile of money, and extending his criticism to broader debt monetization saying while bemoaning what he says is a reliance on stimulus programs for growth.Warning that people may be starting to believe stimulus is permanent, he says that“The biggest problem is we’ve become totally addicted to these stimulus programs”adding that while\"people may be starting to believe that stimulus is permanent\",he worries that\"we can see some real need for endless stimulus.\"And yet, in a world where a quarter of all personal income comes from the government, stimulus programs need to be kept going because consumers have been “trained” to rely on them. Hammering the point that people could become dependent on these stimulus programs, he said that this is something that tends to be associated more with Europe than the U.S, and warns that we could be seeing a “neverending” aid regime stateside.Welcome to socialism with American characteristics - perpetual universal basic income for everyone, courtesy of a reserve currency... while it lasts. Because as Gundlach warns, China is doing everything in its power (both economic and military) to replace the US as a global hegemon.One final point Gundlach made is that while bond vigilantes can overcome the Fed's effort to keep yields low, the central bank would then launch Yield Curve Control. That said, the Fed isn’t yet at the point where it would implement YCC:“There’s a pretty good shot that they’ll let the 10-year yield go above 2% before they do anything about it.\"And in response to a question of what is the world's cheapest asset right now, his answer:farmland.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320420494,"gmtCreate":1615169258818,"gmtModify":1704779039390,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"yes like","listText":"yes like","text":"yes like","images":[{"img":"https://static.tigerbbs.com/5f5a8cb3cc419c07f87bda42fe8a5095","width":"1125","height":"3437"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320420494","isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320420934,"gmtCreate":1615169199028,"gmtModify":1704779038420,"author":{"id":"3574398921203400","authorId":"3574398921203400","name":"Maika","avatar":"https://static.tigerbbs.com/67b895886721e1132ca561323be59c05","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398921203400","idStr":"3574398921203400"},"themes":[],"htmlText":"food","listText":"food","text":"food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320420934","repostId":"1145536641","repostType":4,"isVote":1,"tweetType":1,"viewCount":2753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}