Foros personal page - To The Moon

Foros

Foros

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2021-03-25

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2021-06-26

Nice

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2021-03-19

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2021-03-08

Hahahaha well said

Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon

2021-06-12

Comment and like thx

Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare

2021-03-23

Well well

Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News

2021-06-06

Nice

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2021-05-02

Nice

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2021-04-10

Nice

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2021-02-28

Noice

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Go to Tiger App to see more news

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Here is what it entails : 10 Gigawatts of AI infrastructure : Nvidia will deploy at","images":[{"img":"https://community-static.tradeup.com/news/00126cc003012a400ff6c9397b5b2254","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/ea98c9a8c2f535da2ecf3e949f2a0015","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/346dde81fea9d483d737f163b15f4542","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481846266368608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482151677424272,"gmtCreate":1758743400304,"gmtModify":1758743402448,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574156765565189","idStr":"3574156765565189"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/482151677424272","repostId":"481724920033616","repostType":1,"repost":{"id":481724920033616,"gmtCreate":1758642972266,"gmtModify":1758732602521,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚀📊🤖 Tesla’s Weekly Close Poised for HISTORY 🤖📊🚀","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> Tesla is about to lock in what could be its highest weekly close ever. 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mor","images":[{"img":"https://community-static.tradeup.com/news/ba21f6987d23278c355518665d4f233c","width":"464","height":"688"},{"img":"https://community-static.tradeup.com/news/4244aeba3b58685442dd3b771e395413","width":"1472","height":"1104"},{"img":"https://community-static.tradeup.com/news/83fcbb4b959fee46c19e6ade7cfa721c","width":"1397","height":"2285"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481724920033616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482152732828192,"gmtCreate":1758743389432,"gmtModify":1758743391708,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574156765565189","idStr":"3574156765565189"},"themes":[],"htmlText":"Great 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it slower","listText":"Make it slower","text":"Make it 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haha","listText":"Good haha","text":"Good haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920644662","repostId":"9920643513","repostType":1,"repost":{"id":9920643513,"gmtCreate":1670488076332,"gmtModify":1676538378735,"author":{"id":"3563664364598207","authorId":"3563664364598207","name":"RDPD富爸穷爸","avatar":"https://static.tigerbbs.com/ccb78267f6fdc8fcff96e8963a385af9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563664364598207","idStr":"3563664364598207"},"themes":[],"htmlText":"First off, can we have the option of choosing both market instead of just 1 out of 2 😂. From the HSI chart, price action is showing higher low and higher high in the daily timeframe. In the weekly, there appear to be resistance around 19400 region. Whether it will break up or down remain to be seen. Personally, I would prefer the market to reverse before hitting higher to prove that the market have legs for further upside and signs of market reversal and start of the new bull run so let's see. As for which market to invest in 2023, it boils down to 1) individual risk appetite - Hong Kong is weighted heavily by geopolitical tensions and&nbsp;government intervention and&nbsp;policies hence it has a higher risk as compare to US market. However, consider it's cheap valuation, it's risk reward","listText":"First off, can we have the option of choosing both market instead of just 1 out of 2 😂. From the HSI chart, price action is showing higher low and higher high in the daily timeframe. In the weekly, there appear to be resistance around 19400 region. Whether it will break up or down remain to be seen. Personally, I would prefer the market to reverse before hitting higher to prove that the market have legs for further upside and signs of market reversal and start of the new bull run so let's see. As for which market to invest in 2023, it boils down to 1) individual risk appetite - Hong Kong is weighted heavily by geopolitical tensions and&nbsp;government intervention and&nbsp;policies hence it has a higher risk as compare to US market. However, consider it's cheap valuation, it's risk reward","text":"First off, can we have the option of choosing both market instead of just 1 out of 2 😂. From the HSI chart, price action is showing higher low and higher high in the daily timeframe. In the weekly, there appear to be resistance around 19400 region. Whether it will break up or down remain to be seen. Personally, I would prefer the market to reverse before hitting higher to prove that the market have legs for further upside and signs of market reversal and start of the new bull run so let's see. As for which market to invest in 2023, it boils down to 1) individual risk appetite - Hong Kong is weighted heavily by geopolitical tensions and government intervention and policies hence it has a higher risk as compare to US market. However, consider it's cheap valuation, it's risk reward","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920643513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358054398,"gmtCreate":1616644161114,"gmtModify":1704796837666,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/358054398","repostId":"1179697554","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577621549460373","authorId":"3577621549460373","name":"Mavfurious","avatar":"https://static.tigerbbs.com/7bc7a6fdcc64246397b09b1b07dbf895","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577621549460373","authorIdStr":"3577621549460373"},"content":"Comment back thanks","text":"Comment back thanks","html":"Comment back thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125502502,"gmtCreate":1624678442106,"gmtModify":1703843461225,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125502502","repostId":"1100072036","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327475169,"gmtCreate":1616120974151,"gmtModify":1704791214306,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/327475169","repostId":"2120016886","repostType":4,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320759451,"gmtCreate":1615180544973,"gmtModify":1704779190758,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Hahahaha well said","listText":"Hahahaha well said","text":"Hahahaha well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/320759451","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","kind":"news","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=en_US&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>•&nbsp;Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>•&nbsp;Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>•&nbsp;Pullbacks are normal. Following the 74%-98% rise in the S&amp;P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"content":"Comment for comment","text":"Comment for comment","html":"Comment for comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186813737,"gmtCreate":1623483896629,"gmtModify":1704204906088,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Comment and like thx","listText":"Comment and like thx","text":"Comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186813737","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://ttm.financial/m/news/1118102755?lang=en_US&edition=fundamental","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p>\n<p>“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p>\n<p>Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p>\n<p>“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to “defensives”</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p>\n<p>“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p>\n<p>Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353187215,"gmtCreate":1616470181937,"gmtModify":1704794507939,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Well well","listText":"Well well","text":"Well well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353187215","repostId":"2121833106","repostType":4,"repost":{"id":"2121833106","kind":"news","pubTimestamp":1616469915,"share":"https://ttm.financial/m/news/2121833106?lang=en_US&edition=fundamental","pubTime":"2021-03-23 11:25","market":"us","language":"en","title":"Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News","url":"https://stock-news.laohu8.com/highlight/detail?id=2121833106","media":"reuters","summary":"(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billi","content":"<p>(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.</p><p>Discord has reached out to potential buyers and Microsoft is one of them, the report said, citing people familiar with the matter, while one of them said it was more likely to go public than sell itself.</p><p>Earlier in the day, VentureBeat reported that Discord was exploring a sale and it was in final talks with a party.</p><p>Both Microsoft and Discord did not immediately respond to Reuters requests for comments.</p><p>The COVID-19 pandemic has boosted the prospects of gaming companies as people stayed at home and turned to video games for entertainment during lockdowns.</p><p>Earlier this month, U.S. gaming company Roblox made a strong market debut after going public through a direct listing rather than a traditional initial public offering.</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>Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News</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\">\nMicrosoft in talks to acquire Discord for more than $10 billion: Bloomberg News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.Discord has reached out to ...</p>\n\n<a href=\"https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121833106","content_text":"(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.Discord has reached out to potential buyers and Microsoft is one of them, the report said, citing people familiar with the matter, while one of them said it was more likely to go public than sell itself.Earlier in the day, VentureBeat reported that Discord was exploring a sale and it was in final talks with a party.Both Microsoft and Discord did not immediately respond to Reuters requests for comments.The COVID-19 pandemic has boosted the prospects of gaming companies as people stayed at home and turned to video games for entertainment during lockdowns.Earlier this month, U.S. gaming company Roblox made a strong market debut after going public through a direct listing rather than a traditional initial public offering.","news_type":1,"symbols_score_info":{"MSFT":0.9,"AMZN":0.9,"PINS":0.9}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115145488,"gmtCreate":1622963465244,"gmtModify":1704193881470,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115145488","repostId":"2140540596","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108099253,"gmtCreate":1619955794572,"gmtModify":1704336751886,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108099253","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346501288,"gmtCreate":1618060341444,"gmtModify":1704706401058,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346501288","repostId":"1142324412","repostType":4,"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366553122,"gmtCreate":1614519341266,"gmtModify":1704772218103,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Noice","listText":"Noice","text":"Noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366553122","repostId":"1117820997","repostType":4,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":11,"crmLevelSwitch":0,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"content":"Interesting 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