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LSH007

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- LSH007LSH007
  ·2024-04-19
  $Tiger Brokers(TIGR)$ For me, I do dollar-cost averaging on a monthly basis and buy over the next one year
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- LSH007LSH007
  ·2023-03-08
  I missed the October 2022 bottom, so I'm hoping that Wilson is correct and I can buy when the 20% correction happens
  Morgan Stanley’s Wilson Sees 20% Downside for Tech Stocks
  ‘Even the cyclical names that have gone too far’ could tumbleLack of cash coming in the door is an e
  Morgan Stanley’s Wilson Sees 20% Downside for Tech Stocks
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- LSH007LSH007
  ·2022-12-16
  It's good for people with fire power to buy stocks at a cheap price. Recession also means that inflation will go down
  Sorry, this post has been deleted
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- LSH007LSH007
  ·2022-11-13
  I hope this is just a bear market rally because I haven't bought enough yet
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href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> For me, I do dollar-cost averaging on a monthly basis and buy over the next one year","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> For me, I do dollar-cost averaging on a monthly basis and buy over the next one year","text":"$Tiger Brokers(TIGR)$ For me, I do dollar-cost averaging on a monthly basis and buy over the next one 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20% correction happens","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949087136","repostId":"1134330335","repostType":2,"repost":{"id":"1134330335","kind":"news","pubTimestamp":1678237819,"share":"https://ttm.financial/m/news/1134330335?lang=en_US&edition=fundamental","pubTime":"2023-03-08 09:10","market":"us","language":"en","title":"Morgan Stanley’s Wilson Sees 20% Downside for Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1134330335","media":"Bloomberg","summary":"‘Even the cyclical names that have gone too far’ could tumbleLack of cash coming in the door is an e","content":"<div>\n<p>‘Even the cyclical names that have gone too far’ could tumbleLack of cash coming in the door is an earnings vulnerabilityMorgan Stanley’s Michael Wilson says he still sees some 20% downside on some of...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/morgan-stanley-s-wilson-sees-20-downside-for-tech-meme-stocks?srnd=markets-vp\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley’s Wilson Sees 20% Downside for Tech Stocks</title>\n<style 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}\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\">\nMorgan Stanley’s Wilson Sees 20% Downside for Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-07/morgan-stanley-s-wilson-sees-20-downside-for-tech-meme-stocks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Even the cyclical names that have gone too far’ could tumbleLack of cash coming in the door is an earnings vulnerabilityMorgan Stanley’s Michael Wilson says he still sees some 20% downside on some of...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/morgan-stanley-s-wilson-sees-20-downside-for-tech-meme-stocks?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-07/morgan-stanley-s-wilson-sees-20-downside-for-tech-meme-stocks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134330335","content_text":"‘Even the cyclical names that have gone too far’ could tumbleLack of cash coming in the door is an earnings vulnerabilityMorgan Stanley’s Michael Wilson says he still sees some 20% downside on some of the big technology and meme stocks, without specifying which ones.The long-time equities bear said on Bloomberg Surveillance that valuations are out of bounds even without an earnings recession.“Overall, the growthier stuff, even the cyclical names that have gone too far now, could have as much as 20% downside, no problem,” Wilson said. He said that he could see some firms going bankrupt.While he said in a note Monday that he’s expecting stocks to rally in the short term, he still warns that the S&P could test the October low as fundamentals deteriorate. The S&P 500 has risen 5.4% this year, while the technology laden Nasdaq 100 has surged more than 12%.Wilson was ranked No. 1 in last year’s Institutional Investor survey after correctly predicting the selloff in stocks in 2022. In October, he correctly forecast a rally in US equities.The strategist said that markets have forgotten about “the whole idea of accruals” — earnings without cash coming through the door. The spread between companies’ cash flow and income reported during this period of hot inflation will hurt margins, Wilson said.“The question is will the markets look through that and suggest that ‘this is temporary and companies will get their head around it’ which we agree with,” Wilson said. “But our experience is that the market will not look through it if the earnings degradation is as severe as I think it’s going to be.”The problem, he said, is that markets’ abilities to see through the difference between the real economy and what could happen with earnings “takes longer than it should.”“That is what is frustrating for some investors who are in the weeds on this,” he added. “It is obvious what is about to happen. Why is the market taking so long to price this? That is just the way it is.”His colleague at Morgan Stanley, Wealth Management Chief Investment Officer Lisa Shalett, later said on Bloomberg TV that the disconnect between the bond and equities markets has become “more severe.” But investors are seeing conflicting data, she said, noting that the Atlanta Fed is predicting that gross domestic product will grow in the first quarter, while the St. Louis Fed says it will be a recessionary quarter.“I had a mentor at the beginning of my career, Michael Goldstein, who used to say ‘nobody knows nothing,’ and that’s where we are at the minute,” she said.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928972899,"gmtCreate":1671182268812,"gmtModify":1676538504989,"author":{"id":"4099091084693970","authorId":"4099091084693970","name":"LSH007","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099091084693970","authorIdStr":"4099091084693970"},"themes":[],"htmlText":"It's good for people with fire power to buy stocks at a cheap price. &nbsp;Recession also means that inflation will go down","listText":"It's good for people with fire power to buy stocks at a cheap price. &nbsp;Recession also means that inflation will go down","text":"It's good for people with fire power to buy stocks at a cheap price. Recession also means that inflation will go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928972899","repostId":"1142859316","repostType":4,"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969921062,"gmtCreate":1668323053356,"gmtModify":1676538041461,"author":{"id":"4099091084693970","authorId":"4099091084693970","name":"LSH007","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099091084693970","authorIdStr":"4099091084693970"},"themes":[],"htmlText":"I hope this is just a bear market rally because I haven't bought enough yet","listText":"I hope this is just a bear market rally because I haven't bought enough yet","text":"I hope this is just a bear market rally because I haven't bought enough yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969921062","repostId":"1190456060","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}