Jfzarn personal page - To The Moon

Jfzarn

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2021-02-20

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Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA

2021-03-01

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2021-02-22

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2021-02-19

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2021-03-16

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2021-03-20

$Apple(AAPL)$Holding

2021-03-04

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2 Hot 5G Stocks to Buy Before They Explode

2021-02-26

Stocks going down

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2021-02-23

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‘Buffett Indicator’ is alarmingly bearish and this year’s Berkshire shareholder letter could reveal why

2021-02-21

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Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA

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the dip","images":[{"img":"https://static.tigerbbs.com/113bfd320f78b12740ad53b11b203295","width":"750","height":"2193"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324492552","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324294098,"gmtCreate":1615993242014,"gmtModify":1704789511673,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>Good buy","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>Good buy","text":"$Pinduoduo Inc.(PDD)$Good buy","images":[{"img":"https://static.tigerbbs.com/1faec527deb0d37e65b98e41460ca3f1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324294098","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325056041,"gmtCreate":1615853343283,"gmtModify":1704787420924,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please comment on my post&nbsp;","listText":"Please comment on my post&nbsp;","text":"Please comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325056041","repostId":"1159882143","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325053809,"gmtCreate":1615853247201,"gmtModify":1704787417043,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Post","listText":"Post","text":"Post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325053809","repostId":"1151746119","repostType":4,"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":360006701,"gmtCreate":1613792201503,"gmtModify":1704885089136,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please comment on my post&nbsp;","listText":"Please comment on my post&nbsp;","text":"Please comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360006701","repostId":"1179306002","repostType":4,"repost":{"id":"1179306002","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613727528,"share":"https://ttm.financial/m/news/1179306002?lang=en_US&edition=fundamental","pubTime":"2021-02-19 17:38","market":"us","language":"en","title":"Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306002","media":"Reuters","summary":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inf","content":"<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</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>Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA</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\">\nBig tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306002","content_text":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570424148942091","authorId":"3570424148942091","name":"Fredwkh","avatar":"https://static.tigerbbs.com/301d103aff8ff9955978aa630ee85588","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570424148942091","idStr":"3570424148942091"},"content":"Pls comment in return","text":"Pls comment in return","html":"Pls comment in return"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362833673,"gmtCreate":1614611470592,"gmtModify":1704773088418,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Nice! Please like my comment&nbsp;","listText":"Nice! Please like my comment&nbsp;","text":"Nice! Please like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/362833673","repostId":"1102947994","repostType":4,"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360583729,"gmtCreate":1613956216361,"gmtModify":1704886094204,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please responses to my comment&nbsp;","listText":"Please responses to my comment&nbsp;","text":"Please responses to my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/360583729","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550452395291547","authorId":"3550452395291547","name":"J.G","avatar":"https://community-static.tradeup.com/news/f3b7e4a1bdc8b3dbace47c5425c0f42a","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3550452395291547","idStr":"3550452395291547"},"content":"pls help comment above too","text":"pls help comment above too","html":"pls help comment above too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384767529,"gmtCreate":1613691935761,"gmtModify":1704883683926,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Comment on my post please ?","listText":"Comment on my post please ?","text":"Comment on my post please ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/384767529","repostId":"1102078157","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325056041,"gmtCreate":1615853343283,"gmtModify":1704787420924,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please comment on my post&nbsp;","listText":"Please comment on my post&nbsp;","text":"Please comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325056041","repostId":"1159882143","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350273590,"gmtCreate":1616219165810,"gmtModify":1704792289988,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Holding&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Holding&nbsp;","text":"$Apple(AAPL)$Holding","images":[{"img":"https://static.tigerbbs.com/b59cd7f9b62a764985ca22da24bb132b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350273590","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364882311,"gmtCreate":1614834086133,"gmtModify":1704775807457,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please like my comment&nbsp;","listText":"Please like my comment&nbsp;","text":"Please like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364882311","repostId":"1186654577","repostType":4,"repost":{"id":"1186654577","kind":"news","pubTimestamp":1614829597,"share":"https://ttm.financial/m/news/1186654577?lang=en_US&edition=fundamental","pubTime":"2021-03-04 11:46","market":"us","language":"en","title":"2 Hot 5G Stocks to Buy Before They Explode","url":"https://stock-news.laohu8.com/highlight/detail?id=1186654577","media":"Nasdaq","summary":"The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a hi","content":"<p>The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million units, paving the way for a strong recovery in 2021 after a 5.9% decline in shipments last year.</p><p><b>Skyworks Solutions</b>(NASDAQ: <a href=\"https://laohu8.com/S/SWKS\">$(SWKS)$</a>)and<b>Micron Technology</b>(NASDAQ: <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>)are two stocks that are already taking advantage of this turnaround, as they manufacture chips that go into 5G (fifth-generation) smartphones. Skyworks is witnessingtremendous growthin its mobile business, while Micron is about to join the party as well. These factors have contributed to a strong start on the market this year.<img src=\"https://static.tigerbbs.com/48b767d4f2f28bb7d1309b7de0e38239\" tg-width=\"714\" tg-height=\"488\" referrerpolicy=\"no-referrer\">These chipmakers are unlikely to lose their impressive stock market momentum in the coming months, as 5G smartphone sales are expected to switch into a higher gear in 2021.<b>Gartner</b>forecasts that global 5G smartphone shipments could jump to nearly 539 million units this year and account for 35% of the overall market. This would be a huge jump over last year's 5G smartphone shipments of 213 million units, and pave the way for stronger growth in Skyworks and Micron's mobile businesses in 2021.</p><p><b>1. Skyworks Solutions' mobile business is on a roll</b></p><p>Skyworks' mobile business is its biggest source of revenue, accounting for 78% of its top line last quarter. Skyworks' mobile revenue shot up 81% year-over-year in the first quarter of fiscal 2021, which ended on Jan. 1, 2021, to $1.18 billion.<b>Apple</b>(NASDAQ: AAPL)-- Skyworks' largest customer, generating 56% of total revenue --hit goldwith its latest flagship devices, and that sent the chipmaker's mobile business soaring.</p><p>The Apple catalyst is here to stay for Skyworks for the remainder of the year, for a couple of reasons. First, Apple is expected to remain atop 5G smartphone supplierin 2021 thanks to a large base of users in an upgrade window. Apple's well-priced iPhone 12 lineup and the possibility ofan entry-level devicesupporting the latest wireless standard could help the smartphone giant record strong shipment gains in 2021.</p><p>Second, Skyworks is a key Apple supplier. It reportedly supplies as many as eight radio-frequency (RF) modules for the iPhone 12, so Skyworks could see a nice spike in volumes and gain more revenue per iPhone, especially as 5G chips are more expensive than their 4G predecessors.</p><p>Throw in the fact that Skyworks has started ramping up shipments of its 5G chips to other smartphone OEMs (original equipment manufacturers) such as Vivo, Oppo,<b>Samsung</b>, and<b>Xiaomi</b>, and it becomes easier to see why its mobile business could continue clocking high growth rates. And Skyworks' non-mobile business (better known as the broad markets portfolio) is also benefiting from the 5G rollout.</p><p>The company's broad markets revenue shot up 35% year-over-year during the quarter as demand for its connectivity solutions supporting 5G infrastructure remained strong. Skyworks recently pointed out that it has shipped more than a million of its 5G small-cell power amplifiers, which help telecom carriers boost network speed.</p><p>The company also says that the 5G small-cell market still has a lot of room to grow. It could be worth $8.3 billion by 2027, clocking a compound annual growth rate of 43% in the coming years.</p><p>Thanks to such impressive catalysts, it isn't surprising to see that Skyworks' top and bottom lines are expected to take off this fiscal year. And it isn't too late for investors to jump onto this bandwagon, as thistop 5G stocktrades at an attractive 21 times forward earnings.</p><p><b>2. Micron Technology's mobile business is about to step on the gas</b></p><p>Micron Technology's mobile business unit delivered $1.5 billion in revenue in the first quarter of fiscal 2021, which ended on Dec. 3, 2020. The segment's revenue increased 3% year-over-year, accounting for nearly 26% of total revenue. Though Micron's mobile growth wasn't as spectacular as Skyworks', management pointed out that mobile \"demand remains strong as 5G momentum increases and the mobile market recovers from the impact of the pandemic.\"</p><p>Mobile accounts for 40% of the overall DRAM market, according to a third-party estimate, and manufacturers such as Micron are reportedly allocating more capacity toward the production of mobile DRAM to meet the recent surge in demand. In fact, demand seems to be so strong that mobile DRAM orders placed in the fourth quarter of 2020 are expected to be fulfilled only in the current quarter.</p><p>This tight supply of DRAM should ideally result in improved pricing. Industry data supports that: The spot price of the 8 GB DDR4 DRAM jumped to $3.93 earlier in February, a sharp jump over the spot price of $2.54 seen in August 2020.</p><p>More importantly, mobile DRAM demand should remain strong, as 5G smartphones are beingequipped with more memorythan their 4G predecessors. This bodes well for Micron, as it reportedly controls 20% of the mobile DRAM market. What's more, the company is trying to grab even more of this space withspecialized 5G memory chipsthat help reduce space and power consumption while delivering faster performance.</p><p>So a mix of higher pricing and improved shipment volumes will be a tailwind for Micron's mobile business this year. More importantly, the mobile DRAM market presents a long-term growth opportunity for Micron given its solid market share in this space. The global mobile DRAM market's revenue is expected to jump from an estimated $19.5 billion last year to $35.6 billion in 2027, according to a third-party estimate.</p><p>Thrownother catalystssuch as data centers, consoles, and personal computers into the mix, and it isn't too difficult to see why Micron's earnings are expected to grow at a fast clip over the next couple of years.<img src=\"https://static.tigerbbs.com/f4432a84bca38fc32d66f505cac1dbae\" tg-width=\"758\" tg-height=\"493\" referrerpolicy=\"no-referrer\">MU EPS Estimates for Next Fiscal Yeardata byYCharts</p><p>That's why investors looking to buy a diversified company to take advantage of the growing adoption of 5G smartphones might want to consider Micron Technology, as it has multiple businesses driving its growth. What's more, Micron is trading at less than 22 times forward earnings, so it isn't too late to buy thisgrowth stock-- it has room for more upside thanks to catalysts such as 5G smartphones.</p>","source":"lsy1603171495471","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>2 Hot 5G Stocks to Buy Before They Explode</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\">\n2 Hot 5G Stocks to Buy Before They Explode\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million...</p>\n\n<a href=\"https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b404fb9c9ce943d48d73d9e4b47bb53c","relate_stocks":{"SWKS":"思佳讯","MU":"美光科技"},"source_url":"https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186654577","content_text":"The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million units, paving the way for a strong recovery in 2021 after a 5.9% decline in shipments last year.Skyworks Solutions(NASDAQ: $(SWKS)$)andMicron Technology(NASDAQ: $(MU)$)are two stocks that are already taking advantage of this turnaround, as they manufacture chips that go into 5G (fifth-generation) smartphones. Skyworks is witnessingtremendous growthin its mobile business, while Micron is about to join the party as well. These factors have contributed to a strong start on the market this year.These chipmakers are unlikely to lose their impressive stock market momentum in the coming months, as 5G smartphone sales are expected to switch into a higher gear in 2021.Gartnerforecasts that global 5G smartphone shipments could jump to nearly 539 million units this year and account for 35% of the overall market. This would be a huge jump over last year's 5G smartphone shipments of 213 million units, and pave the way for stronger growth in Skyworks and Micron's mobile businesses in 2021.1. Skyworks Solutions' mobile business is on a rollSkyworks' mobile business is its biggest source of revenue, accounting for 78% of its top line last quarter. Skyworks' mobile revenue shot up 81% year-over-year in the first quarter of fiscal 2021, which ended on Jan. 1, 2021, to $1.18 billion.Apple(NASDAQ: AAPL)-- Skyworks' largest customer, generating 56% of total revenue --hit goldwith its latest flagship devices, and that sent the chipmaker's mobile business soaring.The Apple catalyst is here to stay for Skyworks for the remainder of the year, for a couple of reasons. First, Apple is expected to remain atop 5G smartphone supplierin 2021 thanks to a large base of users in an upgrade window. Apple's well-priced iPhone 12 lineup and the possibility ofan entry-level devicesupporting the latest wireless standard could help the smartphone giant record strong shipment gains in 2021.Second, Skyworks is a key Apple supplier. It reportedly supplies as many as eight radio-frequency (RF) modules for the iPhone 12, so Skyworks could see a nice spike in volumes and gain more revenue per iPhone, especially as 5G chips are more expensive than their 4G predecessors.Throw in the fact that Skyworks has started ramping up shipments of its 5G chips to other smartphone OEMs (original equipment manufacturers) such as Vivo, Oppo,Samsung, andXiaomi, and it becomes easier to see why its mobile business could continue clocking high growth rates. And Skyworks' non-mobile business (better known as the broad markets portfolio) is also benefiting from the 5G rollout.The company's broad markets revenue shot up 35% year-over-year during the quarter as demand for its connectivity solutions supporting 5G infrastructure remained strong. Skyworks recently pointed out that it has shipped more than a million of its 5G small-cell power amplifiers, which help telecom carriers boost network speed.The company also says that the 5G small-cell market still has a lot of room to grow. It could be worth $8.3 billion by 2027, clocking a compound annual growth rate of 43% in the coming years.Thanks to such impressive catalysts, it isn't surprising to see that Skyworks' top and bottom lines are expected to take off this fiscal year. And it isn't too late for investors to jump onto this bandwagon, as thistop 5G stocktrades at an attractive 21 times forward earnings.2. Micron Technology's mobile business is about to step on the gasMicron Technology's mobile business unit delivered $1.5 billion in revenue in the first quarter of fiscal 2021, which ended on Dec. 3, 2020. The segment's revenue increased 3% year-over-year, accounting for nearly 26% of total revenue. Though Micron's mobile growth wasn't as spectacular as Skyworks', management pointed out that mobile \"demand remains strong as 5G momentum increases and the mobile market recovers from the impact of the pandemic.\"Mobile accounts for 40% of the overall DRAM market, according to a third-party estimate, and manufacturers such as Micron are reportedly allocating more capacity toward the production of mobile DRAM to meet the recent surge in demand. In fact, demand seems to be so strong that mobile DRAM orders placed in the fourth quarter of 2020 are expected to be fulfilled only in the current quarter.This tight supply of DRAM should ideally result in improved pricing. Industry data supports that: The spot price of the 8 GB DDR4 DRAM jumped to $3.93 earlier in February, a sharp jump over the spot price of $2.54 seen in August 2020.More importantly, mobile DRAM demand should remain strong, as 5G smartphones are beingequipped with more memorythan their 4G predecessors. This bodes well for Micron, as it reportedly controls 20% of the mobile DRAM market. What's more, the company is trying to grab even more of this space withspecialized 5G memory chipsthat help reduce space and power consumption while delivering faster performance.So a mix of higher pricing and improved shipment volumes will be a tailwind for Micron's mobile business this year. More importantly, the mobile DRAM market presents a long-term growth opportunity for Micron given its solid market share in this space. The global mobile DRAM market's revenue is expected to jump from an estimated $19.5 billion last year to $35.6 billion in 2027, according to a third-party estimate.Thrownother catalystssuch as data centers, consoles, and personal computers into the mix, and it isn't too difficult to see why Micron's earnings are expected to grow at a fast clip over the next couple of years.MU EPS Estimates for Next Fiscal Yeardata byYChartsThat's why investors looking to buy a diversified company to take advantage of the growing adoption of 5G smartphones might want to consider Micron Technology, as it has multiple businesses driving its growth. What's more, Micron is trading at less than 22 times forward earnings, so it isn't too late to buy thisgrowth stock-- it has room for more upside thanks to catalysts such as 5G smartphones.","news_type":1,"symbols_score_info":{"SWKS":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368101782,"gmtCreate":1614297523946,"gmtModify":1704770265294,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Stocks going down&nbsp;","listText":"Stocks going down&nbsp;","text":"Stocks going down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/368101782","repostId":"1169851865","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3562180773802317","idStr":"3562180773802317"},"content":"like and share plz","text":"like and share plz","html":"like and share plz"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369583133,"gmtCreate":1614058682122,"gmtModify":1704887444842,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please comment on my post&nbsp;","listText":"Please comment on my post&nbsp;","text":"Please comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369583133","repostId":"1175924985","repostType":4,"repost":{"id":"1175924985","kind":"news","pubTimestamp":1614058173,"share":"https://ttm.financial/m/news/1175924985?lang=en_US&edition=fundamental","pubTime":"2021-02-23 13:29","market":"us","language":"en","title":"‘Buffett Indicator’ is alarmingly bearish and this year’s Berkshire shareholder letter could reveal why","url":"https://stock-news.laohu8.com/highlight/detail?id=1175924985","media":"MarketWatch","summary":"Berkshire Hathaway’s trailing 15-year return is now below the S&P 500\nShould investors continue to g","content":"<p>Berkshire Hathaway’s trailing 15-year return is now below the S&amp;P 500</p>\n<p>Should investors continue to give Warren Buffett the benefit of the doubt?</p>\n<p>That is the big question for Berkshire Hathaway&nbsp;shareholders as they anticipate Buffett’s annual letter to company shareholders, which is expected to be released on Feb. 27. Berkshire’s annual meeting of shareholders, normally held in Omaha, Neb. but this year remotely, will be another occasion in which Buffett can address this question. The shareholder meeting is scheduled for May 1.</p>\n<p>This question wouldn’t be so urgent if 2020 — when Berkshire stock lagged the S&amp;P 500&nbsp;by 16 percentage points — was just an aberration. But it isn’t. The stock lagged the S&amp;P 500 by even more in 2019 (20 percentage points), and is now behind the S&amp;P 500 over the trailing five-, 10- and 15-year periods. Those are long-enough periods to satisfy at least many investors’ definition of the long term.</p>\n<p>I have no idea whether Buffett will address the market-lagging performance of Berkshire stock in his letter or at the company’s annual meeting. My request for comment from the company has gone unanswered. But I would be surprised if he doesn’t address it, and in the rest of this column I want to provide some background information that will help us understand the significance of what he may have to say.</p>\n<p><b>Will Buffett double down on his bearish stock market outlook?</b></p>\n<p>Pay close attention to whether Buffett doubles down on the bearish posture with which he has approached the stock market in recent years. It’s largely because of that bearishness that Berkshire stock has lagged. At the beginning of last year’s third quarter, for example, the company was sitting on a huge pile of cash — $147 billion, in fact.</p>\n<p>Given the company’s conservative posture, it wouldn’t take much of a drop in the overall market for Berkshire stock to once again be ahead of the S&amp;P 500 over the trailing 15 years. In fact, I calculate that all it would take would be for the S&amp;P 500 to perform at least 3% worse than the company’s stock, which is quite likely to occur in a bear market. During the 2007-2009 bear market that accompanied the Great Financial Crisis, for example, Berkshire stock beat the S&amp;P 500 by a cumulative 15 percentage points.</p>\n<p>My guess is that Buffett will indeed double down on his bearishness. Consider the story told by the ratio of the stock market’s total market cap to U.S. GDP — the so-called Buffett Indicator. It got its name two decades ago when Buffett said that the ratio is “probably the best single measure of where valuations stand at any given moment.”</p>\n<p>This ratio is now higher (and therefore more bearish) than at any other time in U.S. market history, higher even than where it stood at the top of the late 1990s internet bubble — as you can see from the chart below.</p>\n<p><img src=\"https://static.tigerbbs.com/588c144cbfb44b59031247a976215db3\" tg-width=\"1260\" tg-height=\"849\"></p>\n<p><b>How big of a role has luck played?</b></p>\n<p>Another big question as you decide whether to continue giving Buffett the benefit of the doubt: Could mere bad luck account for Berkshire’s market-lagging return? That’s an especially important question to ask, since the stock’s long-term record is nothing short of outstanding — even taking the past 15 years into account. Since 1965, Berkshire stock has outperformed the S&amp;P 500 on a dividend-adjusted basis by the annualized margin of 20.1% to 10.2%. I’m aware of no other investor alive today who has come even close to doing as well as Buffett over this 56-year period.</p>\n<p>To calculate the role luck may have played in performance, I conducted the following Monte Carlo simulation: What if, in each of the next 15 calendar years, Buffett’s alpha (return relative to the S&amp;P 500) would be picked at random from his actual alphas over the past 56 years? And what if this experiment was run 10,000 times?</p>\n<p>To put what I found in perspective, consider that Berkshire in fact has had negative alpha in five of the past 15 years. In 24.4% of my simulations, the company’s stock had negative alpha in at least that many years. One-out-of-four odds suggest there is nothing particularly unusual about the number of years in which the company’s stock actually has had negative alpha.</p>\n<p>To be sure, it was less likely in my simulations for Berkshire to have a negative alpha over the entire 15-year period. But it still did happen — 2% of the time. So it’s possible that Buffett’s negative alpha over the past 15 years is due to nothing more than bad luck.</p>\n<p>My vote is to continue to give Buffett the benefit of the doubt. There is no reason to pay less attention to his shareholder letter this year than in any prior year.</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>‘Buffett Indicator’ is alarmingly bearish and this year’s Berkshire shareholder letter could reveal why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘Buffett Indicator’ is alarmingly bearish and this year’s Berkshire shareholder letter could reveal why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 13:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buffett-indicator-is-alarmingly-bearish-and-this-years-berkshire-shareholder-letter-could-reveal-why-11613780296?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway’s trailing 15-year return is now below the S&P 500\nShould investors continue to give Warren Buffett the benefit of the doubt?\nThat is the big question for Berkshire Hathaway ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buffett-indicator-is-alarmingly-bearish-and-this-years-berkshire-shareholder-letter-could-reveal-why-11613780296?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/buffett-indicator-is-alarmingly-bearish-and-this-years-berkshire-shareholder-letter-could-reveal-why-11613780296?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1175924985","content_text":"Berkshire Hathaway’s trailing 15-year return is now below the S&P 500\nShould investors continue to give Warren Buffett the benefit of the doubt?\nThat is the big question for Berkshire Hathaway shareholders as they anticipate Buffett’s annual letter to company shareholders, which is expected to be released on Feb. 27. Berkshire’s annual meeting of shareholders, normally held in Omaha, Neb. but this year remotely, will be another occasion in which Buffett can address this question. The shareholder meeting is scheduled for May 1.\nThis question wouldn’t be so urgent if 2020 — when Berkshire stock lagged the S&P 500 by 16 percentage points — was just an aberration. But it isn’t. The stock lagged the S&P 500 by even more in 2019 (20 percentage points), and is now behind the S&P 500 over the trailing five-, 10- and 15-year periods. Those are long-enough periods to satisfy at least many investors’ definition of the long term.\nI have no idea whether Buffett will address the market-lagging performance of Berkshire stock in his letter or at the company’s annual meeting. My request for comment from the company has gone unanswered. But I would be surprised if he doesn’t address it, and in the rest of this column I want to provide some background information that will help us understand the significance of what he may have to say.\nWill Buffett double down on his bearish stock market outlook?\nPay close attention to whether Buffett doubles down on the bearish posture with which he has approached the stock market in recent years. It’s largely because of that bearishness that Berkshire stock has lagged. At the beginning of last year’s third quarter, for example, the company was sitting on a huge pile of cash — $147 billion, in fact.\nGiven the company’s conservative posture, it wouldn’t take much of a drop in the overall market for Berkshire stock to once again be ahead of the S&P 500 over the trailing 15 years. In fact, I calculate that all it would take would be for the S&P 500 to perform at least 3% worse than the company’s stock, which is quite likely to occur in a bear market. During the 2007-2009 bear market that accompanied the Great Financial Crisis, for example, Berkshire stock beat the S&P 500 by a cumulative 15 percentage points.\nMy guess is that Buffett will indeed double down on his bearishness. Consider the story told by the ratio of the stock market’s total market cap to U.S. GDP — the so-called Buffett Indicator. It got its name two decades ago when Buffett said that the ratio is “probably the best single measure of where valuations stand at any given moment.”\nThis ratio is now higher (and therefore more bearish) than at any other time in U.S. market history, higher even than where it stood at the top of the late 1990s internet bubble — as you can see from the chart below.\n\nHow big of a role has luck played?\nAnother big question as you decide whether to continue giving Buffett the benefit of the doubt: Could mere bad luck account for Berkshire’s market-lagging return? That’s an especially important question to ask, since the stock’s long-term record is nothing short of outstanding — even taking the past 15 years into account. Since 1965, Berkshire stock has outperformed the S&P 500 on a dividend-adjusted basis by the annualized margin of 20.1% to 10.2%. I’m aware of no other investor alive today who has come even close to doing as well as Buffett over this 56-year period.\nTo calculate the role luck may have played in performance, I conducted the following Monte Carlo simulation: What if, in each of the next 15 calendar years, Buffett’s alpha (return relative to the S&P 500) would be picked at random from his actual alphas over the past 56 years? And what if this experiment was run 10,000 times?\nTo put what I found in perspective, consider that Berkshire in fact has had negative alpha in five of the past 15 years. In 24.4% of my simulations, the company’s stock had negative alpha in at least that many years. One-out-of-four odds suggest there is nothing particularly unusual about the number of years in which the company’s stock actually has had negative alpha.\nTo be sure, it was less likely in my simulations for Berkshire to have a negative alpha over the entire 15-year period. But it still did happen — 2% of the time. So it’s possible that Buffett’s negative alpha over the past 15 years is due to nothing more than bad luck.\nMy vote is to continue to give Buffett the benefit of the doubt. There is no reason to pay less attention to his shareholder letter this year than in any prior year.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360800378,"gmtCreate":1613878318794,"gmtModify":1704885626833,"author":{"id":"3574240097120980","authorId":"3574240097120980","name":"Jfzarn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574240097120980","idStr":"3574240097120980"},"themes":[],"htmlText":"Please comment on my post. ?","listText":"Please comment on my post. ?","text":"Please comment on my post. ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/360800378","repostId":"1179306002","repostType":4,"repost":{"id":"1179306002","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613727528,"share":"https://ttm.financial/m/news/1179306002?lang=en_US&edition=fundamental","pubTime":"2021-02-19 17:38","market":"us","language":"en","title":"Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306002","media":"Reuters","summary":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inf","content":"<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</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>Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA</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\">\nBig tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306002","content_text":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}