TheCrazyOne personal page - To The Moon

TheCrazyOne

TheCrazyOne

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2022-07-04

$SPDR S&P 500 ETF Trust(SPY)$below daily EMA50 MA100 and MA200..but hope is not lost... it's so close to weekly MA200 which typically serve as bottom in most cases amid special circumstances

2022-07-01

With Inflation setting in earlier and the dump came, I manage to clear most of my portfolio of tech stock prior to it and switch it to mainly cash and some small position in $SPDR Gold Trust(GLD)$... However , I'm not so lucky over at crypto. still holding BTC and ETH and holding at average price of 35k and 2k atm. But I will still slowly DCA as I'm a strong believer. it will be here to stay over the long term and provide alpha return over long term horizon as compared to other asset class.

2021-02-05

$Tiger Brokers(TIGR)$no chance to reenter after selling at $7... the ship sail far away from me... lesson learnt if unsure, sell partial position instead of full position...

2022-07-24

$ABC(01288)$koed

2021-07-26

Can buy? $Coupang, Inc.(CPNG)$

2022-07-31

$ABC(01288)$koed

2022-08-07

$ABC(01288)$when recover

2022-08-01

$ABC(01288)$debt crisis?

2021-07-21

Ok and crash after tt

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-06-30

Window dressing

Sorry, the original content has been removed

Go to Tiger App to see more news

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But no point since Noone to invite to get Disney share","listText":"Thx. But no point since Noone to invite to get Disney share","text":"Thx. But no point since Noone to invite to get Disney share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942259843","isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942918093,"gmtCreate":1681101649913,"gmtModify":1681101654525,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942918093","isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946603006,"gmtCreate":1680926966205,"gmtModify":1680926969167,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"How's everyone doing with the egg hunt ??&nbsp;","listText":"How's everyone doing with the egg hunt ??&nbsp;","text":"How's everyone doing with the egg hunt ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946603006","isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946071901,"gmtCreate":1680827667404,"gmtModify":1680827670922,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Dont miss the chance win some prize&nbsp;","listText":"Dont miss the chance win some prize&nbsp;","text":"Dont miss the chance win some prize","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946071901","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948728890,"gmtCreate":1680795555511,"gmtModify":1680797260470,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Damn laggy to play. But not bad","listText":"Damn laggy to play. But not bad","text":"Damn laggy to play. But not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948728890","isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943699505,"gmtCreate":1679389517807,"gmtModify":1679390666246,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"It's crazy to see the bank failing. Perhaps it's time to look at crypto,&nbsp; specifically $btc. And in case you really buy it, remember to get a wallet for self custody. Never believe in CEx.&nbsp;","listText":"It's crazy to see the bank failing. Perhaps it's time to look at crypto,&nbsp; specifically $btc. And in case you really buy it, remember to get a wallet for self custody. Never believe in CEx.&nbsp;","text":"It's crazy to see the bank failing. Perhaps it's time to look at crypto, specifically $btc. And in case you really buy it, remember to get a wallet for self custody. Never believe in CEx.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943699505","isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949444509,"gmtCreate":1678857936501,"gmtModify":1678857940369,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949444509","repostId":"650927854","repostType":1,"repost":{"id":650927854,"gmtCreate":1678856421580,"gmtModify":1678856421580,"author":{"id":"4134040138531450","authorId":"4134040138531450","name":"62092288","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134040138531450","authorIdStr":"4134040138531450"},"themes":[],"title":"如何判斷是利好還是利空呢？","htmlText":"一般來說，利好還是利空要看它與大衆的預期，即投資入主觀傾向的關係。不論對整個大盤或個股而言，某個消息總是利多、利空並存，這些利多或利空因素並非可借某種“衡器”予以準確衡量，況且，有些此類因素屬潛在性質，可能發生，但未必一定發生，就算到時候果真發生，也未必真的那麼具有威力，可促成股價上揚或下跌。2005年1月份公佈印花稅降低的利好時，有些股民認爲沒有多少用。爲什麼他們覺得沒用呢？因爲這些股民認爲降低印花稅不能讓股市立即走好。雖然這是將政策利好與股市漲跌掛鉤起來的一種短視行爲，但由於大衆的預期並沒給股市注入積極的因素，股市也的確沒有立刻走出好的行情。&nbsp;　　這樣利多或利空就要看投資人的主觀傾向。投資人彼此看法不同，所採用的方式互異，對股價造成的影響絕不亞於實質性的利好和利空，甚至常有出人意料的結果。比如，原先認爲應屬利空的消息可以促使股價下挫，到頭來，不但不見下挫，反而上揚，這就是看空的人比較少，而看多的人比較多。同樣道理，原先以爲將使股價上揚的利多．卻令股價不但不漲，反而下挫。另外，一項消息出臺，要看它與市場大衆的預期有多大落差。再好的消息，如果已經預期到了，也就不再是好消息。&nbsp;　　預期主導着人們的心理活動。而人們的心理活動又左右着股價的變化，因此，散戶投資者一定要在分析是利好還是利空時，考慮到羣衆的心理傾向。","listText":"一般來說，利好還是利空要看它與大衆的預期，即投資入主觀傾向的關係。不論對整個大盤或個股而言，某個消息總是利多、利空並存，這些利多或利空因素並非可借某種“衡器”予以準確衡量，況且，有些此類因素屬潛在性質，可能發生，但未必一定發生，就算到時候果真發生，也未必真的那麼具有威力，可促成股價上揚或下跌。2005年1月份公佈印花稅降低的利好時，有些股民認爲沒有多少用。爲什麼他們覺得沒用呢？因爲這些股民認爲降低印花稅不能讓股市立即走好。雖然這是將政策利好與股市漲跌掛鉤起來的一種短視行爲，但由於大衆的預期並沒給股市注入積極的因素，股市也的確沒有立刻走出好的行情。&nbsp;　　這樣利多或利空就要看投資人的主觀傾向。投資人彼此看法不同，所採用的方式互異，對股價造成的影響絕不亞於實質性的利好和利空，甚至常有出人意料的結果。比如，原先認爲應屬利空的消息可以促使股價下挫，到頭來，不但不見下挫，反而上揚，這就是看空的人比較少，而看多的人比較多。同樣道理，原先以爲將使股價上揚的利多．卻令股價不但不漲，反而下挫。另外，一項消息出臺，要看它與市場大衆的預期有多大落差。再好的消息，如果已經預期到了，也就不再是好消息。&nbsp;　　預期主導着人們的心理活動。而人們的心理活動又左右着股價的變化，因此，散戶投資者一定要在分析是利好還是利空時，考慮到羣衆的心理傾向。","text":"一般來說，利好還是利空要看它與大衆的預期，即投資入主觀傾向的關係。不論對整個大盤或個股而言，某個消息總是利多、利空並存，這些利多或利空因素並非可借某種“衡器”予以準確衡量，況且，有些此類因素屬潛在性質，可能發生，但未必一定發生，就算到時候果真發生，也未必真的那麼具有威力，可促成股價上揚或下跌。2005年1月份公佈印花稅降低的利好時，有些股民認爲沒有多少用。爲什麼他們覺得沒用呢？因爲這些股民認爲降低印花稅不能讓股市立即走好。雖然這是將政策利好與股市漲跌掛鉤起來的一種短視行爲，但由於大衆的預期並沒給股市注入積極的因素，股市也的確沒有立刻走出好的行情。 　　這樣利多或利空就要看投資人的主觀傾向。投資人彼此看法不同，所採用的方式互異，對股價造成的影響絕不亞於實質性的利好和利空，甚至常有出人意料的結果。比如，原先認爲應屬利空的消息可以促使股價下挫，到頭來，不但不見下挫，反而上揚，這就是看空的人比較少，而看多的人比較多。同樣道理，原先以爲將使股價上揚的利多．卻令股價不但不漲，反而下挫。另外，一項消息出臺，要看它與市場大衆的預期有多大落差。再好的消息，如果已經預期到了，也就不再是好消息。 　　預期主導着人們的心理活動。而人們的心理活動又左右着股價的變化，因此，散戶投資者一定要在分析是利好還是利空時，考慮到羣衆的心理傾向。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650927854","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957585354,"gmtCreate":1677397702678,"gmtModify":1677397706459,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957585354","repostId":"9954510511","repostType":1,"repost":{"id":9954510511,"gmtCreate":1676458498734,"gmtModify":1676458566791,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"US Market on 15 Feb 2023 (Wed). $TSM - Sell ? $AAPL - Buy ?","htmlText":"Let's get the US CPI index out of the way first ok. Jan 2023 CPI index came in marginally \"higher\" than Wall Street expectations CPI (all items) was 6.4% vs 6.2% expected. CPI (core); that is less food &amp; energy was 5.6% vs 5.4% expected. One other thing to note is -&nbsp;Jan CPI report will take some time to analyze This is because there's a tweek in the methodology on how the index was derived &amp; reported. Component like \"shether\" was revised with higher weighting. Components like \"food\", \"energy\" were revised with lower weightings. Whether the \"revision\" in the methodology is more \"accurate &amp; reflective\" of the actual US economy is still up in the air ! Inflation came in with expectations, and that’s why market took it in stride.&nbsp;On the 0.1% higher than expectations data","listText":"Let's get the US CPI index out of the way first ok. Jan 2023 CPI index came in marginally \"higher\" than Wall Street expectations CPI (all items) was 6.4% vs 6.2% expected. CPI (core); that is less food &amp; energy was 5.6% vs 5.4% expected. One other thing to note is -&nbsp;Jan CPI report will take some time to analyze This is because there's a tweek in the methodology on how the index was derived &amp; reported. Component like \"shether\" was revised with higher weighting. Components like \"food\", \"energy\" were revised with lower weightings. Whether the \"revision\" in the methodology is more \"accurate &amp; reflective\" of the actual US economy is still up in the air ! Inflation came in with expectations, and that’s why market took it in stride.&nbsp;On the 0.1% higher than expectations data","text":"Let's get the US CPI index out of the way first ok. Jan 2023 CPI index came in marginally \"higher\" than Wall Street expectations CPI (all items) was 6.4% vs 6.2% expected. CPI (core); that is less food & energy was 5.6% vs 5.4% expected. One other thing to note is - Jan CPI report will take some time to analyze This is because there's a tweek in the methodology on how the index was derived & reported. Component like \"shether\" was revised with higher weighting. Components like \"food\", \"energy\" were revised with lower weightings. Whether the \"revision\" in the methodology is more \"accurate & reflective\" of the actual US economy is still up in the air ! Inflation came in with expectations, and that’s why market took it in stride. On the 0.1% higher than expectations data","images":[{"img":"https://community-static.tradeup.com/news/7c90c3c06cc975a58defb728029d05bb","width":"632","height":"166"},{"img":"https://community-static.tradeup.com/news/0e5bfe3b15397e73594c06149afcefe5","width":"632","height":"71"},{"img":"https://community-static.tradeup.com/news/9e2d818b9ec3561eef30e516cc323192","width":"632","height":"253"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954510511","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957585914,"gmtCreate":1677397692939,"gmtModify":1677397696218,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957585914","repostId":"9954280021","repostType":1,"repost":{"id":9954280021,"gmtCreate":1676389799363,"gmtModify":1676389825840,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What A Boost in January CPI Could Mean To Market?","htmlText":"Why&nbsp;the&nbsp;market&nbsp;not&nbsp;perssimistic&nbsp;any&nbsp;more?US January&nbsp;CPI increased 6.4% YoY, higher than consensus&nbsp;6.2%, previous&nbsp;6.5%; It rose 0.5% M/M in January, a tick higher than the 0.4% expected and a jump from the 0.1% increase in December (which was revised from -0.1%).Core CPI increased by 5.6%&nbsp;YoY, and the growth rate continued to fall, which was the lowest level since December 2021, but still higher than consensus 5.5%, previous 5.7%; It rose 0.4% MoM, which was the same as consensus.At&nbsp;MoM&nbsp;view,&nbsp;Food&nbsp;away&nbsp;from&nbsp;home,&nbsp;energy commodities, gasoline and gas services, clothing, medical care&nbsp;commodities, shelter&nbsp;and transportation services&nbsp;are&nbsp;beyond&nbsp;average. Food&nbsp;at&nbsp;home, fuel&nbsp;","listText":"Why&nbsp;the&nbsp;market&nbsp;not&nbsp;perssimistic&nbsp;any&nbsp;more?US January&nbsp;CPI increased 6.4% YoY, higher than consensus&nbsp;6.2%, previous&nbsp;6.5%; It rose 0.5% M/M in January, a tick higher than the 0.4% expected and a jump from the 0.1% increase in December (which was revised from -0.1%).Core CPI increased by 5.6%&nbsp;YoY, and the growth rate continued to fall, which was the lowest level since December 2021, but still higher than consensus 5.5%, previous 5.7%; It rose 0.4% MoM, which was the same as consensus.At&nbsp;MoM&nbsp;view,&nbsp;Food&nbsp;away&nbsp;from&nbsp;home,&nbsp;energy commodities, gasoline and gas services, clothing, medical care&nbsp;commodities, shelter&nbsp;and transportation services&nbsp;are&nbsp;beyond&nbsp;average. Food&nbsp;at&nbsp;home, fuel&nbsp;","text":"Why the market not perssimistic any more?US January CPI increased 6.4% YoY, higher than consensus 6.2%, previous 6.5%; It rose 0.5% M/M in January, a tick higher than the 0.4% expected and a jump from the 0.1% increase in December (which was revised from -0.1%).Core CPI increased by 5.6% YoY, and the growth rate continued to fall, which was the lowest level since December 2021, but still higher than consensus 5.5%, previous 5.7%; It rose 0.4% MoM, which was the same as consensus.At MoM view, Food away from home, energy commodities, gasoline and gas services, clothing, medical care commodities, shelter and transportation services are beyond average. Food at home, fuel","images":[{"img":"https://static.tigerbbs.com/2f13ab039f6b9326396e25acac25529a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f21f67e7a05f7c755b43b92a451d27ae","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/bb6df3856d860862e0c1d724053edca0","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954280021","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957585086,"gmtCreate":1677397682546,"gmtModify":1677397686284,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957585086","repostId":"9954517204","repostType":1,"repost":{"id":9954517204,"gmtCreate":1676463075908,"gmtModify":1676463094614,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward] How Will SG 2023 Budget Impact on Your Life and Investing?","htmlText":"Welcome&nbsp;to&nbsp;READ&nbsp;the&nbsp;full&nbsp;PDF&nbsp;of&nbsp;<a href=\"https://www.mof.gov.sg/docs/librariesprovider3/budget2023/download/pdf/fy2023_budget_booklet_english.pdf\" target=\"_blank\">Singarpore&nbsp;2023&nbsp;Budget&nbsp;Booklet.</a>Singapore&nbsp;Finance Minister Lawrence Wong said the government will increase handouts(&nbsp;S$104 billion ($78.4 billion&nbsp;spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","listText":"Welcome&nbsp;to&nbsp;READ&nbsp;the&nbsp;full&nbsp;PDF&nbsp;of&nbsp;<a href=\"https://www.mof.gov.sg/docs/librariesprovider3/budget2023/download/pdf/fy2023_budget_booklet_english.pdf\" target=\"_blank\">Singarpore&nbsp;2023&nbsp;Budget&nbsp;Booklet.</a>Singapore&nbsp;Finance Minister Lawrence Wong said the government will increase handouts(&nbsp;S$104 billion ($78.4 billion&nbsp;spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below&nbsp;are&nbsp;some&nbsp;Industry&nbsp;and&nbsp;SG&nbsp;stocks&nbsp;winners&nbsp;that&nbsp;may&nbsp;benefit&nbsp;from&nbsp;the&nbsp;new&nbsp;budget&nbsp;measurements.Welcome&nbsp;Tigers&nbsp;to&nbsp;reply&nbsp;to&nbsp;t","text":"Welcome to READ the full PDF of Singarpore 2023 Budget Booklet.Singapore Finance Minister Lawrence Wong said the government will increase handouts( S$104 billion ($78.4 billion spending plan) to citizens to help offset a higher goods and services tax and rising living costs. On the other hand, taxes were raised on higher-value property, multinational firms, and luxury cars.Below are some Industry and SG stocks winners that may benefit from the new budget measurements.Welcome Tigers to reply to t","images":[{"img":"https://community-static.tradeup.com/news/a67c954a87f90252a4fb3df5008911d7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954517204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956883217,"gmtCreate":1673963182739,"gmtModify":1676538909121,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956883217","repostId":"626141973","repostType":1,"repost":{"id":626141973,"gmtCreate":1673961234594,"gmtModify":1676538908972,"author":{"id":"3569799284817470","authorId":"3569799284817470","name":"每日财报","avatar":"https://static.tigerbbs.com/66f49d88d573451ad431f4f2ae67a57d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569799284817470","authorIdStr":"3569799284817470"},"themes":[],"title":"陽光人壽首份個人養老金產品保單在京落地","htmlText":"1月17日，陽光人壽首份個人養老金產品保單在北京落地，首單客戶黃女士通過專屬客戶經理，成功投保“陽光人壽陽光壽養老年金保險”（以下簡稱“陽光壽”）。目前，我國社保養老金的平均替代率爲40%左右，部分人的退休金無法滿足更好的養老需求，可能不到在職時月薪的一半。黃女士對養老問題一直非常關注，先前就考慮通過購買商業養老保險作爲社保養老金的有力補充。在個人養老金制度正式落地實施後，陽光人壽的專屬顧問第一時間聯繫黃女士，指導其開通賬戶。在謹慎比較養老保險、養老理財、養老儲蓄、養老基金等衆多個人養老金產品的利弊後，黃女士果斷選擇了“陽光壽”。黃女士表示：“個人養老金保險產品可以實現資金的長期保值增值，收益穩健，還可以享受個稅優惠，相信我未來的養老生活可以更加豐富多彩。”“陽光壽”是一款保障終身的養老專屬產品，於2023年1月17日正式獲批上市。被保險人可按保險合同約定領取養老年金，直至被保險人身故，切實解決被保險人的長壽風險。該產品領取收益確定，領取週期與生命等長，可以完美匹配養老全週期，爲養老生活提供資金支持。未來，陽光人壽將立足保險主業，加快生態佈局和資源整合，圍繞醫療、健康、養老、教育等場景持續挖掘客戶全生命週期需求，爲客戶提供更優質的產品與服務，讓人們擁有更多的陽光。","listText":"1月17日，陽光人壽首份個人養老金產品保單在北京落地，首單客戶黃女士通過專屬客戶經理，成功投保“陽光人壽陽光壽養老年金保險”（以下簡稱“陽光壽”）。目前，我國社保養老金的平均替代率爲40%左右，部分人的退休金無法滿足更好的養老需求，可能不到在職時月薪的一半。黃女士對養老問題一直非常關注，先前就考慮通過購買商業養老保險作爲社保養老金的有力補充。在個人養老金制度正式落地實施後，陽光人壽的專屬顧問第一時間聯繫黃女士，指導其開通賬戶。在謹慎比較養老保險、養老理財、養老儲蓄、養老基金等衆多個人養老金產品的利弊後，黃女士果斷選擇了“陽光壽”。黃女士表示：“個人養老金保險產品可以實現資金的長期保值增值，收益穩健，還可以享受個稅優惠，相信我未來的養老生活可以更加豐富多彩。”“陽光壽”是一款保障終身的養老專屬產品，於2023年1月17日正式獲批上市。被保險人可按保險合同約定領取養老年金，直至被保險人身故，切實解決被保險人的長壽風險。該產品領取收益確定，領取週期與生命等長，可以完美匹配養老全週期，爲養老生活提供資金支持。未來，陽光人壽將立足保險主業，加快生態佈局和資源整合，圍繞醫療、健康、養老、教育等場景持續挖掘客戶全生命週期需求，爲客戶提供更優質的產品與服務，讓人們擁有更多的陽光。","text":"1月17日，陽光人壽首份個人養老金產品保單在北京落地，首單客戶黃女士通過專屬客戶經理，成功投保“陽光人壽陽光壽養老年金保險”（以下簡稱“陽光壽”）。目前，我國社保養老金的平均替代率爲40%左右，部分人的退休金無法滿足更好的養老需求，可能不到在職時月薪的一半。黃女士對養老問題一直非常關注，先前就考慮通過購買商業養老保險作爲社保養老金的有力補充。在個人養老金制度正式落地實施後，陽光人壽的專屬顧問第一時間聯繫黃女士，指導其開通賬戶。在謹慎比較養老保險、養老理財、養老儲蓄、養老基金等衆多個人養老金產品的利弊後，黃女士果斷選擇了“陽光壽”。黃女士表示：“個人養老金保險產品可以實現資金的長期保值增值，收益穩健，還可以享受個稅優惠，相信我未來的養老生活可以更加豐富多彩。”“陽光壽”是一款保障終身的養老專屬產品，於2023年1月17日正式獲批上市。被保險人可按保險合同約定領取養老年金，直至被保險人身故，切實解決被保險人的長壽風險。該產品領取收益確定，領取週期與生命等長，可以完美匹配養老全週期，爲養老生活提供資金支持。未來，陽光人壽將立足保險主業，加快生態佈局和資源整合，圍繞醫療、健康、養老、教育等場景持續挖掘客戶全生命週期需求，爲客戶提供更優質的產品與服務，讓人們擁有更多的陽光。","images":[{"img":"https://static.tigerbbs.com/1abf3b5d9827cee5fec130d0f7fcd833"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626141973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923670098,"gmtCreate":1670856499014,"gmtModify":1676538446951,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>ma100 break and down we go","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>ma100 break and down we go","text":"$S&P 500(.SPX)$ ma100 break and down we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923670098","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929443893,"gmtCreate":1670724227013,"gmtModify":1676538423351,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>another leg down&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>another leg down&nbsp;","text":"$Tesla Motors(TSLA)$ another leg down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929443893","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920753568,"gmtCreate":1670551738654,"gmtModify":1676538392072,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>bounch off ma100","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>bounch off ma100","text":"$S&P 500(.SPX)$ bounch off ma100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920753568","isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920010237,"gmtCreate":1670391630329,"gmtModify":1676538359056,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Thx","listText":"Thx","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920010237","repostId":"629805769","repostType":1,"repost":{"id":629805769,"gmtCreate":1670390631852,"gmtModify":1676538358872,"author":{"id":"3573001874292316","authorId":"3573001874292316","name":"猫头鹰车志","avatar":"https://static.tigerbbs.com/347723d246dcc2d138c433e0ee0297f2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573001874292316","authorIdStr":"3573001874292316"},"themes":[],"title":"真車變車模，自遊家汽車這次徹底涼了？","htmlText":"作者：王猛NIUTRON 汽車今日發佈“致 NV用戶的一封信”，就NV在短期內將無法交付作出聲明。聲明中稱：由於自身原因，NV在短期內無法交付，將在48小時內向24376名意向金用戶全額退款。此外，官方還將爲這批准車主贈送一個NV車模和200元星巴克消費卡以示歉意。實際上不久前，就有媒體報道，自遊家母公司火星石科技深陷入裁員倒閉風波，有自遊家員工稱已開始分批次辦離職手續，公司計劃全部清退。與此同時，在本月2日，個別註冊用戶在自遊家的App裏，曬出了意向金退回的截圖。但自遊家後續闢謠表示，公司運營一切正常，正全力籌備新車的交付工作。今年10月初，小牛電動創始人李一男帶着自遊家NIUTRON首款車型NV亮相發佈會。發佈會前不久，牛創新能源宣佈，公司正式更名“火星石科技有限公司”。但僅過去了兩個月，這家處在量產和交付前夜的造車新軍，就陷入了“倒閉”、“破產”的傳聞中。但很遺憾，新車離上市只差臨門一腳，用“最短命的新勢力”來形容自遊家毫不爲過。當然了，李一男造車的失敗，對負責自遊家NV生產的大乘汽車也是致命一擊。大乘汽車早在2019年就陷入了“資不抵債”、“停工停產”等負面風波，爲保住生產資質，選擇了與自遊家的合作，雙方可以說各求所需。但如今自遊家NV的生產宣告叫停，這意味着大乘汽車不得不重新尋求下家合作伙伴。","listText":"作者：王猛NIUTRON 汽車今日發佈“致 NV用戶的一封信”，就NV在短期內將無法交付作出聲明。聲明中稱：由於自身原因，NV在短期內無法交付，將在48小時內向24376名意向金用戶全額退款。此外，官方還將爲這批准車主贈送一個NV車模和200元星巴克消費卡以示歉意。實際上不久前，就有媒體報道，自遊家母公司火星石科技深陷入裁員倒閉風波，有自遊家員工稱已開始分批次辦離職手續，公司計劃全部清退。與此同時，在本月2日，個別註冊用戶在自遊家的App裏，曬出了意向金退回的截圖。但自遊家後續闢謠表示，公司運營一切正常，正全力籌備新車的交付工作。今年10月初，小牛電動創始人李一男帶着自遊家NIUTRON首款車型NV亮相發佈會。發佈會前不久，牛創新能源宣佈，公司正式更名“火星石科技有限公司”。但僅過去了兩個月，這家處在量產和交付前夜的造車新軍，就陷入了“倒閉”、“破產”的傳聞中。但很遺憾，新車離上市只差臨門一腳，用“最短命的新勢力”來形容自遊家毫不爲過。當然了，李一男造車的失敗，對負責自遊家NV生產的大乘汽車也是致命一擊。大乘汽車早在2019年就陷入了“資不抵債”、“停工停產”等負面風波，爲保住生產資質，選擇了與自遊家的合作，雙方可以說各求所需。但如今自遊家NV的生產宣告叫停，這意味着大乘汽車不得不重新尋求下家合作伙伴。","text":"作者：王猛NIUTRON 汽車今日發佈“致 NV用戶的一封信”，就NV在短期內將無法交付作出聲明。聲明中稱：由於自身原因，NV在短期內無法交付，將在48小時內向24376名意向金用戶全額退款。此外，官方還將爲這批准車主贈送一個NV車模和200元星巴克消費卡以示歉意。實際上不久前，就有媒體報道，自遊家母公司火星石科技深陷入裁員倒閉風波，有自遊家員工稱已開始分批次辦離職手續，公司計劃全部清退。與此同時，在本月2日，個別註冊用戶在自遊家的App裏，曬出了意向金退回的截圖。但自遊家後續闢謠表示，公司運營一切正常，正全力籌備新車的交付工作。今年10月初，小牛電動創始人李一男帶着自遊家NIUTRON首款車型NV亮相發佈會。發佈會前不久，牛創新能源宣佈，公司正式更名“火星石科技有限公司”。但僅過去了兩個月，這家處在量產和交付前夜的造車新軍，就陷入了“倒閉”、“破產”的傳聞中。但很遺憾，新車離上市只差臨門一腳，用“最短命的新勢力”來形容自遊家毫不爲過。當然了，李一男造車的失敗，對負責自遊家NV生產的大乘汽車也是致命一擊。大乘汽車早在2019年就陷入了“資不抵債”、“停工停產”等負面風波，爲保住生產資質，選擇了與自遊家的合作，雙方可以說各求所需。但如今自遊家NV的生產宣告叫停，這意味着大乘汽車不得不重新尋求下家合作伙伴。","images":[{"img":"https://static.tigerbbs.com/d16a1cdcded1dfb00b6997ef3a4032a4"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629805769","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920010148,"gmtCreate":1670391613385,"gmtModify":1676538359049,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>no Santa rally ?","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>no Santa rally ?","text":"$S&P 500(.SPX)$ no Santa rally ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920010148","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964631773,"gmtCreate":1670128905192,"gmtModify":1676538307946,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>due to holiday seas","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>due to holiday seas","text":"$S&P 500(.SPX)$ due to holiday seas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964631773","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962203878,"gmtCreate":1669775727194,"gmtModify":1676538240856,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>down before Christmas rally","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>down before Christmas rally","text":"$S&P 500(.SPX)$ down before Christmas rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962203878","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9047813704,"gmtCreate":1656896376908,"gmtModify":1676535911332,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>below daily EMA50 MA100 and MA200..but hope is not lost... it's so close to weekly MA200 which typically serve as bottom in most cases amid special circumstances&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>below daily EMA50 MA100 and MA200..but hope is not lost... it's so close to weekly MA200 which typically serve as bottom in most cases amid special circumstances&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$below daily EMA50 MA100 and MA200..but hope is not lost... it's so close to weekly MA200 which typically serve as bottom in most cases amid special circumstances","images":[{"img":"https://community-static.tradeup.com/news/f66b804ada9acadfd380af70a54443e7","width":"720","height":"2101"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047813704","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583366743540214","authorId":"3583366743540214","name":"Snoopymint","avatar":"https://static.tigerbbs.com/7c23b9b28062a0e2d82ce3ce492a6a83","crmLevel":12,"crmLevelSwitch":0,"idStr":"3583366743540214","authorIdStr":"3583366743540214"},"content":"Agree. Sweat!","text":"Agree. Sweat!","html":"Agree. Sweat!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9045721347,"gmtCreate":1656659512989,"gmtModify":1676535873069,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"With Inflation setting in earlier and the dump came, I manage to clear most of my portfolio of tech stock prior to it and switch it to mainly cash and some small position in&nbsp;<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Trust(GLD)$</a>...&nbsp;However , I'm not so lucky over at crypto. still holding BTC and ETH and holding at average price of 35k and 2k atm. But I will still slowly DCA as I'm a strong believer. it will be here to stay over the long term&nbsp;&nbsp;and provide alpha return over long term horizon as compared to other asset class.","listText":"With Inflation setting in earlier and the dump came, I manage to clear most of my portfolio of tech stock prior to it and switch it to mainly cash and some small position in&nbsp;<a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Trust(GLD)$</a>...&nbsp;However , I'm not so lucky over at crypto. still holding BTC and ETH and holding at average price of 35k and 2k atm. But I will still slowly DCA as I'm a strong believer. it will be here to stay over the long term&nbsp;&nbsp;and provide alpha return over long term horizon as compared to other asset class.","text":"With Inflation setting in earlier and the dump came, I manage to clear most of my portfolio of tech stock prior to it and switch it to mainly cash and some small position in $SPDR Gold Trust(GLD)$... However , I'm not so lucky over at crypto. still holding BTC and ETH and holding at average price of 35k and 2k atm. But I will still slowly DCA as I'm a strong believer. it will be here to stay over the long term and provide alpha return over long term horizon as compared to other asset class.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045721347","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317704677,"gmtCreate":1612483000899,"gmtModify":1704871761231,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>no chance to reenter after selling at $7... the ship sail far away from me... lesson learnt if unsure, sell partial position instead of full position...&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>no chance to reenter after selling at $7... the ship sail far away from me... lesson learnt if unsure, sell partial position instead of full position...&nbsp;","text":"$Tiger Brokers(TIGR)$no chance to reenter after selling at $7... the ship sail far away from me... lesson learnt if unsure, sell partial position instead of full position...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/317704677","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568938357710132","authorId":"3568938357710132","name":"peter188888","avatar":"https://community-static.tradeup.com/news/f10f1b38a5c3083e73911bbd41cd49b3","crmLevel":12,"crmLevelSwitch":1,"idStr":"3568938357710132","authorIdStr":"3568938357710132"},"content":"Still can buy","text":"Still can buy","html":"Still can buy"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900937286,"gmtCreate":1658626355845,"gmtModify":1676536183482,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>koed","listText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>koed","text":"$ABC(01288)$koed","images":[{"img":"https://community-static.tradeup.com/news/48d7f2aa97cd58b9a0387c773f747df6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9900937286","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800558491,"gmtCreate":1627309373913,"gmtModify":1703487368387,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Can buy?&nbsp;<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>","listText":"Can buy?&nbsp;<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>","text":"Can buy? $Coupang, Inc.(CPNG)$","images":[{"img":"https://static.tigerbbs.com/052e58863e8008c5bd37b03bbd8f9247","width":"720","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/800558491","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901274160,"gmtCreate":1659229605550,"gmtModify":1676536273622,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>koed","listText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>koed","text":"$ABC(01288)$koed","images":[{"img":"https://community-static.tradeup.com/news/f8b8b76f13e41889f61cc2bbf3375802","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901274160","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905173892,"gmtCreate":1659842704618,"gmtModify":1703767012588,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>when recover","listText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>when recover","text":"$ABC(01288)$when recover","images":[{"img":"https://community-static.tradeup.com/news/cab0177245e27d3f82048b522d47a5e6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905173892","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9908341617,"gmtCreate":1659326513339,"gmtModify":1676536287797,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>debt crisis?","listText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>debt crisis?","text":"$ABC(01288)$debt crisis?","images":[{"img":"https://community-static.tradeup.com/news/11bb370f622628e9daa06e88547a2e79","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908341617","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176891443,"gmtCreate":1626875233382,"gmtModify":1703479718305,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Ok and crash after tt","listText":"Ok and crash after tt","text":"Ok and crash after tt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176891443","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=en_US&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153323471,"gmtCreate":1625010784093,"gmtModify":1703849922968,"author":{"id":"3554885086267037","authorId":"3554885086267037","name":"TheCrazyOne","avatar":"https://community-static.tradeup.com/news/a7e18b665e853e44d520fd3e12e7ef80","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554885086267037","authorIdStr":"3554885086267037"},"themes":[],"htmlText":"Window dressing&nbsp;","listText":"Window dressing&nbsp;","text":"Window dressing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153323471","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}