+Follow
hothead93
Options addict :(
0
Follow
2
Followers
0
Topic
0
Badge
Posts
Hot
hothead93
2021-06-15
$AMC Entertainment(AMC)$
diamond hands ? ?
hothead93
2021-01-29
$AMC Entertainment(AMC)$
KEEP HOLDING THE LINE DON'T PANIC SELL AUGHHGHHGHHHH
hothead93
2025-08-08
SIA going down because they partnered with Air India
SIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?
hothead93
2022-01-25
$S&P500 ETF(SPY)$
should wait for this etf to drop more then get ready for cherry picking.
hothead93
2021-01-28
$GameStop(GME)$
hedgies hedgies
hothead93
2022-02-12
Stonks meme
Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks
hothead93
2021-01-31
Are we human or are we hedgies
hothead93
2021-01-28
Anyone ready to soar to the planet where thanos retires on his farm
Sorry, the original content has been removed
hothead93
2021-01-28
Everyone board the bus
GameStop up another 60%, amateur interest shows no sign of abating
hothead93
2022-06-23
$SPDR S&P 500 ETF Trust(SPY)$
the bull and the bear are enjoying a good time together [Wow] [Wow]
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3574368910638460","uuid":"3574368910638460","gmtCreate":1611274886991,"gmtModify":1756025237961,"name":"hothead93","pinyin":"hothead93","introduction":"","introductionEn":"","signature":"Options addict :(","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":0,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.29","exceedPercentage":"93.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.30","exceedPercentage":"60.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":465320512405976,"gmtCreate":1754628433529,"gmtModify":1754628437143,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"SIA going down because they partnered with Air India ","listText":"SIA going down because they partnered with Air India ","text":"SIA going down because they partnered with Air India","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465320512405976","repostId":"2557322491","repostType":2,"repost":{"id":"2557322491","kind":"highlight","pubTimestamp":1754472600,"share":"https://ttm.financial/m/news/2557322491?lang=en_US&edition=fundamental","pubTime":"2025-08-06 17:30","market":"us","language":"en","title":"SIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?","url":"https://stock-news.laohu8.com/highlight/detail?id=2557322491","media":"The Smart Investor","summary":"The airline has seen its share price tumble following a weak set of earnings.","content":"<div>\n<p>Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/\">Source Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","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>SIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?</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\">\nSIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:30 GMT+8 <a href=https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013478.USD":"利安新加坡股息基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK6003":"航空公司","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK6523":"ESG概念","BK6519":"运输股","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","C6L.SI":"新加坡航空公司"},"source_url":"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557322491","content_text":"Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first quarter of fiscal 2026 (1Q FY2026) business update.Subsequently, the blue-chip group saw its share price fall further to as low as S$6.80, capping a more than 10% decline from its year-high.Year-to-date, shares of SIA have advanced just 5.7%, underperforming the Straits Times Index’s (SGX: ^STI) 11.1% rise.Can SIA recover from this fall and soar high again? Read on to find out.A mixed financial performanceFor 1Q FY2026, SIA reported that total revenue inched up 1.5% year on year to S$4.8 billion.However, total expenditure rose 3.2% year on year to S$4.4 billion as non-fuel expenses jumped 8.5% year on year to S$3.1 billion.As a result, operating profit tumbled 13.8% year on year to S$405 million.Net profit fared even worse, plunging by 58.8% year on year to S$186 million.SIA’s profit was dragged down by the recognition of a share of losses from associated companies, notably Air India’s financial results, as the Indian airline was not part of the SIA group a year ago.Developing its fleet and networkDespite the lower profits, SIA continued to renew its fleet, which remains one of the youngest in the industry with an average age of seven years and nine months.As of 30 June 2025, SIA operated 144 passenger aircraft and seven freighters, and Scoot operated 43 passenger aircraft.A total of three aircraft were added to SIA’s fleet during the quarter, and the airline had 72 aircraft on order at the end of the quarter.The group’s passenger network served 129 destinations in 37 countries and territories, and Scoot is planning to ramp up its services to make up for the closure of Jetstar Asia at the end of July.Scoot has plans to launch services to Da Nang in Vietnam and Kota Bahru in Malaysia come October 2025, as well as Nha Trang in November 2025.The group will also ramp up capacity to various Asian destinations to accommodate Jetstar Asia’s existing passengers by offering them another option.Advancing on its strategic initiativesMeanwhile, SIA is also working on several important strategic initiatives.The group signed agreements with Neste and World Energy to acquire Sustainable Aviation Fuel (SAF) in support of its decarbonisation efforts.SIA will purchase 2,000 tonnes of SAF in the form of emissions reduction from World Energy to help reduce its carbon footprint.Last month, the Competition and Consumer Association of Singapore granted conditional approval for a commercial joint venture (JV) between SIA and Malaysia Airlines (KLSE: 3786).If this JV goes through, both airlines will work together on sales and marketing and expanded codeshare flights.This partnership will benefit SIA’s customers by offering them expanded options and better flight connectivity.Elsewhere, SIA also announced a three-year partnership with Mandai Wildlife Group to enhance Singapore’s tourism appeal.Through this collaboration, SIA customers can enjoy curated wildlife experiences, co-branded retail collections, and other benefits.These initiatives show SIA’s continued commitment to expanding its market share and routes, and also offering its customers a unique experience to deepen loyalty.A bumper bonus for staffSIA also made the news back in May when it paid out an eye-catching profit-sharing bonus of 7.45 months to employees after reporting record profits for FY2025.The airline has recognised a one-off gain from the merger between Vistara and Air India, thereby boosting the group’s profits for the previous fiscal year.However, back then, SIA was already feeling the strain from increased competition.Operating profit for FY2025 fell 37% year on year to S$1.7 billion because of lower passenger yields as other airlines added capacity aggressively.SIA also paid out a lower final dividend of S$0.30 compared to S$0.38 in the year before.Management also warned that Trump’s tariffs could further dampen consumer sentiment and add to the weak outlook.For its 1Q FY2026 outlook, management further warned of a volatile operating environment exacerbated by geopolitical developments and macroeconomic challenges.Get Smart: Cloudy skies aheadSIA is feeling the strain from higher expenses, which have eroded a significant chunk of its profits.The airline was cognisant of tough conditions emerging back when it reported its FY2025 results, yet still paid out a bumper bonus to its staff.The group could have conserved more cash to act as a buffer for the headwinds ahead, instead.Though the airline has undertaken initiatives to grow its market share and broaden its customer base, the macroeconomic environment continues to be challenging.Hence, faced with cloudy skies, SIA may need time to navigate them and could take longer than expected to post a recovery.As the STI hits record highs, long-term investors are asking: can dividends keep up?In this special National Day webinar, we dive into the earnings outlook for Singapore’s top dividend stocks and what to expect in the months ahead. Secure your free seat here and stay ahead of the curve.Don’t let market uncertainty hijack your financial dreams. While headlines scream gloom, 5 Singapore companies have been quietly building wealth and paying reliable dividends. You’re probably overlooking them. Discover these resilient giants and their secrets to sustained income, even through global storms. Disclosure: Royston Yang does not own shares in any of the companies mentioned.","news_type":1,"symbols_score_info":{"C6L.SI":1}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041908776,"gmtCreate":1655991130595,"gmtModify":1676535746046,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>the bull and the bear are enjoying a good time together [Wow] [Wow] ","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>the bull and the bear are enjoying a good time together [Wow] [Wow] ","text":"$SPDR S&P 500 ETF Trust(SPY)$the bull and the bear are enjoying a good time together [Wow] [Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041908776","isVote":1,"tweetType":1,"viewCount":3421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049855424,"gmtCreate":1655777201368,"gmtModify":1676535703310,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Mobile gaming omegalul, imagine boasting about the strongest built in motherboard with integrated GPUs,ram,CPU all in one and you can only use it for mobile games","listText":"Mobile gaming omegalul, imagine boasting about the strongest built in motherboard with integrated GPUs,ram,CPU all in one and you can only use it for mobile games","text":"Mobile gaming omegalul, imagine boasting about the strongest built in motherboard with integrated GPUs,ram,CPU all in one and you can only use it for mobile games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049855424","repostId":"1178406043","repostType":2,"repost":{"id":"1178406043","kind":"news","pubTimestamp":1655772271,"share":"https://ttm.financial/m/news/1178406043?lang=en_US&edition=fundamental","pubTime":"2022-06-21 08:44","market":"us","language":"en","title":"Apple May Have a Secret Weapon With Its Arcade Gaming Service","url":"https://stock-news.laohu8.com/highlight/detail?id=1178406043","media":"Seeking Alpha","summary":"It's no secret that Apple (NASDAQ:AAPL) has made its services business its next big area of growth.W","content":"<html><head></head><body><p>It's no secret that Apple (NASDAQ:AAPL) has made its services business its next big area of growth.</p><p>With almost $20B in revenue in Apple's (AAPL) fiscal second quarter, services trailed only the iPhone, and its $50.6B in sales during the period. In fact, services now mean more to Apple's (AAPL) sales than the $18B that came from the Mac and the iPad combined during Apple's (AAPL) second quarter.</p><p>And when it comes to Apple's (AAPL) services business, the majority of attention is given to subscription options such as Apple TV+, iCloud, Apple Music and the company's Fitness offerings. What sometimes get lost in the discussion in Apple Arcade, which gives subscribers access to play more than 200 games for a fee $4.99 a month. But, ignoring Apple Arcade and its potential to add to Apple's (AAPL) services business, would be a mistake, according to J.P. Morgan analyst Samik Chatterjee.</p><p>"Apple Arcade is an economical and competitive offering and is well-positioned to take advantage of the strong growth in the mobile gaming market," said Chatterjee, who estimated that the global gaming market will reach $360B by 2028.</p><p>By Chatterjee's assessment, Apple Arcade was "one of the later entrants into the gaming market," and got off to a slow start when it was launched in 2019. But, Apple (AAPL) has been able to grow Arcade through a series of steps that the company has employed with other services such as Apple TV+, and which differentiates Apple (AAPL) from its rivals.</p><p>Chatterjee said Apple (AAPL) has stuck with "a subscription approach that provides stickiness to the [Apple] ecosystem beyond that brought about through a simple download," as well as a "collection of exclusive gaming content for the service rather than an aggregation of already published and more readily available titles." Chatterjee said that by focusing on what he called "simple games," Apple (AAPL) has been able to appeal to the broad range of Apple (AAPL) device owners and not just hardcore gamers.</p><p>"The service [has] provided Apple (AAPL) a foothold into leveraging the rapid growth in the market for mobile gaming," Chatterjee said. "As well potentially expand into adjacencies of growth through leverage of the service on devices beyond the smartphone."</p><p>For its part, Apple (AAPL) doesn't disclose the number of subscribers to Arcade, or any of its subscription services. However, thanks to a ramp up in popular titles, Chatterjee estimated that the number of Arcade subscribers worldwide should "expand rapidly" and reach 70 million by 2025, and that such a number of subscribers should contribute $1.2B in revenue to Apple's (AAPL) annual sales.</p><p>Chatterjee said there are certain factors in Apple's (AAPL) favor, including the fact that Arcade games can be accessed through multiple platforms such as the iPhone, iPad, Apple TV and the Mac itself. The service is also viewed as being economical, with its standalone $4.99 a month fee, or as part of Apple One bundles that cost $14.95, $19.95 or $29.95 a month and include access to services such as Apple Music, Apple TV+ and iCloud.</p><p>"[The] offering is a less-expensive bundled approaach for consumers who are used to buying games a la carte," Chatterjee said. "[Due to] a lower effective price when bundled as part of Apple One, we see a strong likelihood of faster-than-expected adoption [of the service]."</p><p>Last week, Apple (AAPL) took a major step in the expansion of its overall services offerings by signing a 10-year deal to be the exclusive streaming home of Major League Soccer games starting in 2023.</p></body></html>","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>Apple May Have a Secret Weapon With Its Arcade Gaming Service</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\">\nApple May Have a Secret Weapon With Its Arcade Gaming Service\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 08:44 GMT+8 <a href=https://seekingalpha.com/news/3849060-apple-may-have-a-secret-weapon-with-its-arcade-gaming-service?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A8><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's no secret that Apple (NASDAQ:AAPL) has made its services business its next big area of growth.With almost $20B in revenue in Apple's (AAPL) fiscal second quarter, services trailed only the iPhone...</p>\n\n<a href=\"https://seekingalpha.com/news/3849060-apple-may-have-a-secret-weapon-with-its-arcade-gaming-service?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A8\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3849060-apple-may-have-a-secret-weapon-with-its-arcade-gaming-service?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178406043","content_text":"It's no secret that Apple (NASDAQ:AAPL) has made its services business its next big area of growth.With almost $20B in revenue in Apple's (AAPL) fiscal second quarter, services trailed only the iPhone, and its $50.6B in sales during the period. In fact, services now mean more to Apple's (AAPL) sales than the $18B that came from the Mac and the iPad combined during Apple's (AAPL) second quarter.And when it comes to Apple's (AAPL) services business, the majority of attention is given to subscription options such as Apple TV+, iCloud, Apple Music and the company's Fitness offerings. What sometimes get lost in the discussion in Apple Arcade, which gives subscribers access to play more than 200 games for a fee $4.99 a month. But, ignoring Apple Arcade and its potential to add to Apple's (AAPL) services business, would be a mistake, according to J.P. Morgan analyst Samik Chatterjee.\"Apple Arcade is an economical and competitive offering and is well-positioned to take advantage of the strong growth in the mobile gaming market,\" said Chatterjee, who estimated that the global gaming market will reach $360B by 2028.By Chatterjee's assessment, Apple Arcade was \"one of the later entrants into the gaming market,\" and got off to a slow start when it was launched in 2019. But, Apple (AAPL) has been able to grow Arcade through a series of steps that the company has employed with other services such as Apple TV+, and which differentiates Apple (AAPL) from its rivals.Chatterjee said Apple (AAPL) has stuck with \"a subscription approach that provides stickiness to the [Apple] ecosystem beyond that brought about through a simple download,\" as well as a \"collection of exclusive gaming content for the service rather than an aggregation of already published and more readily available titles.\" Chatterjee said that by focusing on what he called \"simple games,\" Apple (AAPL) has been able to appeal to the broad range of Apple (AAPL) device owners and not just hardcore gamers.\"The service [has] provided Apple (AAPL) a foothold into leveraging the rapid growth in the market for mobile gaming,\" Chatterjee said. \"As well potentially expand into adjacencies of growth through leverage of the service on devices beyond the smartphone.\"For its part, Apple (AAPL) doesn't disclose the number of subscribers to Arcade, or any of its subscription services. However, thanks to a ramp up in popular titles, Chatterjee estimated that the number of Arcade subscribers worldwide should \"expand rapidly\" and reach 70 million by 2025, and that such a number of subscribers should contribute $1.2B in revenue to Apple's (AAPL) annual sales.Chatterjee said there are certain factors in Apple's (AAPL) favor, including the fact that Arcade games can be accessed through multiple platforms such as the iPhone, iPad, Apple TV and the Mac itself. The service is also viewed as being economical, with its standalone $4.99 a month fee, or as part of Apple One bundles that cost $14.95, $19.95 or $29.95 a month and include access to services such as Apple Music, Apple TV+ and iCloud.\"[The] offering is a less-expensive bundled approaach for consumers who are used to buying games a la carte,\" Chatterjee said. \"[Due to] a lower effective price when bundled as part of Apple One, we see a strong likelihood of faster-than-expected adoption [of the service].\"Last week, Apple (AAPL) took a major step in the expansion of its overall services offerings by signing a 10-year deal to be the exclusive streaming home of Major League Soccer games starting in 2023.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054374363,"gmtCreate":1655348160652,"gmtModify":1676535620076,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"We need to just trust in the eventual rebound","listText":"We need to just trust in the eventual rebound","text":"We need to just trust in the eventual rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054374363","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055609194,"gmtCreate":1655260561218,"gmtModify":1676535598905,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"It's times like this where we need to have some diamond hands","listText":"It's times like this where we need to have some diamond hands","text":"It's times like this where we need to have some diamond hands","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055609194","isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052581624,"gmtCreate":1655194968368,"gmtModify":1676535579352,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Nice read yummers","listText":"Nice read yummers","text":"Nice read yummers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052581624","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Time Travel with Tiger, Join the Memorabilia Adventure Now!!!","htmlText":"\n \n \n Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi\n \n","listText":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052517428,"gmtCreate":1655194686964,"gmtModify":1676535579257,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Death lmao 💀💀💀","listText":"Death lmao 💀💀💀","text":"Death lmao 💀💀💀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052517428","isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023170130,"gmtCreate":1652886406721,"gmtModify":1676535181658,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Nice bait bogdanoff","listText":"Nice bait bogdanoff","text":"Nice bait bogdanoff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023170130","repostId":"9023158857","repostType":1,"repost":{"id":9023158857,"gmtCreate":1652885012679,"gmtModify":1676535181092,"author":{"id":"3574284194804337","authorId":"3574284194804337","name":"Chace1234","avatar":"https://static.tigerbbs.com/f68d0f2e5808c9a51b8b7d895f4c3254","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574284194804337","idStr":"3574284194804337"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>395","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>395","text":"$SPDR S&P 500 ETF Trust(SPY)$395","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023158857","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062556854,"gmtCreate":1652086920679,"gmtModify":1676535026551,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>no","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>no","text":"$SPDR S&P 500 ETF Trust(SPY)$no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062556854","isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016723076,"gmtCreate":1649242480010,"gmtModify":1676534476096,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>ooga booga another dip buy the dip [What] ","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>ooga booga another dip buy the dip [What] ","text":"$SPDR S&P 500 ETF Trust(SPY)$ooga booga another dip buy the dip [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016723076","isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038622076,"gmtCreate":1646821593347,"gmtModify":1676534166193,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>THOU SHALL BEWARE OF THE BULL RUNNING TOWARDS THE RED","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>THOU SHALL BEWARE OF THE BULL RUNNING TOWARDS THE RED","text":"$SPDR S&P 500 ETF Trust(SPY)$THOU SHALL BEWARE OF THE BULL RUNNING TOWARDS THE RED","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038622076","isVote":1,"tweetType":1,"viewCount":2535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097799640,"gmtCreate":1645547713324,"gmtModify":1676534038358,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>russia has entered the server lololol","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>russia has entered the server lololol","text":"$SPDR S&P 500 ETF Trust(SPY)$russia has entered the server lololol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097799640","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092233027,"gmtCreate":1644631257478,"gmtModify":1676533948378,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Stonks meme","listText":"Stonks meme","text":"Stonks meme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092233027","repostId":"1106670391","repostType":2,"repost":{"id":"1106670391","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1644624282,"share":"https://ttm.financial/m/news/1106670391?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks</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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","WAL":"阿莱恩斯西部银行","CLR":"大陆能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1,"symbols_score_info":{"CLR":0.9,"WAL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098132621,"gmtCreate":1644039676108,"gmtModify":1676533885471,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>still in correction territory monkaS","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>still in correction territory monkaS","text":"$SPDR S&P 500 ETF Trust(SPY)$still in correction territory monkaS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098132621","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090104341,"gmtCreate":1643106422512,"gmtModify":1676533774428,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>should wait for this etf to drop more then get ready for cherry picking.","listText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>should wait for this etf to drop more then get ready for cherry picking.","text":"$S&P500 ETF(SPY)$should wait for this etf to drop more then get ready for cherry picking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090104341","isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004269190,"gmtCreate":1642614011019,"gmtModify":1676533727782,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>the red sea keeps getting redder","listText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>the red sea keeps getting redder","text":"$S&P500 ETF(SPY)$the red sea keeps getting redder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004269190","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184804013,"gmtCreate":1623696173632,"gmtModify":1704208936619,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>diamond hands ? ?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>diamond hands ? ?","text":"$AMC Entertainment(AMC)$diamond hands ? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/184804013","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189837562,"gmtCreate":1623250612756,"gmtModify":1704199434070,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> I see alot of paper hands","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> I see alot of paper hands","text":"$AMC Entertainment(AMC)$ I see alot of paper hands","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189837562","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315273738,"gmtCreate":1612259634724,"gmtModify":1704868831821,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Money bags malding?","listText":"Money bags malding?","text":"Money bags malding?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315273738","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312346133,"gmtCreate":1612051666822,"gmtModify":1704867024633,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Lol ","listText":"Lol ","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312346133","repostId":"1181933127","repostType":4,"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":184804013,"gmtCreate":1623696173632,"gmtModify":1704208936619,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>diamond hands ? ?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>diamond hands ? ?","text":"$AMC Entertainment(AMC)$diamond hands ? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/184804013","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318579110,"gmtCreate":1611879556030,"gmtModify":1704865128210,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>KEEP HOLDING THE LINE DON'T PANIC SELL AUGHHGHHGHHHH","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>KEEP HOLDING THE LINE DON'T PANIC SELL AUGHHGHHGHHHH","text":"$AMC Entertainment(AMC)$KEEP HOLDING THE LINE DON'T PANIC SELL AUGHHGHHGHHHH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/318579110","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465320512405976,"gmtCreate":1754628433529,"gmtModify":1754628437143,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"SIA going down because they partnered with Air India ","listText":"SIA going down because they partnered with Air India ","text":"SIA going down because they partnered with Air India","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465320512405976","repostId":"2557322491","repostType":2,"repost":{"id":"2557322491","kind":"highlight","pubTimestamp":1754472600,"share":"https://ttm.financial/m/news/2557322491?lang=en_US&edition=fundamental","pubTime":"2025-08-06 17:30","market":"us","language":"en","title":"SIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?","url":"https://stock-news.laohu8.com/highlight/detail?id=2557322491","media":"The Smart Investor","summary":"The airline has seen its share price tumble following a weak set of earnings.","content":"<div>\n<p>Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/\">Source Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","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>SIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?</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\">\nSIA Tumbles 4%; Singapore Airlines is Encountering Turbulent Skies: Can the Carrier Recover?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:30 GMT+8 <a href=https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013478.USD":"利安新加坡股息基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK6003":"航空公司","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK6523":"ESG概念","BK6519":"运输股","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","C6L.SI":"新加坡航空公司"},"source_url":"https://thesmartinvestor.com.sg/singapore-airlines-is-encountering-turbulent-skies-can-the-carrier-recover/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557322491","content_text":"Singapore Airlines Limited (SGX: C6L), or SIA, is flying into stormy skies.Singapore’s national carrier saw its share price tumble from its 52-week high of S$7.60 to S$7.04 after it released its first quarter of fiscal 2026 (1Q FY2026) business update.Subsequently, the blue-chip group saw its share price fall further to as low as S$6.80, capping a more than 10% decline from its year-high.Year-to-date, shares of SIA have advanced just 5.7%, underperforming the Straits Times Index’s (SGX: ^STI) 11.1% rise.Can SIA recover from this fall and soar high again? Read on to find out.A mixed financial performanceFor 1Q FY2026, SIA reported that total revenue inched up 1.5% year on year to S$4.8 billion.However, total expenditure rose 3.2% year on year to S$4.4 billion as non-fuel expenses jumped 8.5% year on year to S$3.1 billion.As a result, operating profit tumbled 13.8% year on year to S$405 million.Net profit fared even worse, plunging by 58.8% year on year to S$186 million.SIA’s profit was dragged down by the recognition of a share of losses from associated companies, notably Air India’s financial results, as the Indian airline was not part of the SIA group a year ago.Developing its fleet and networkDespite the lower profits, SIA continued to renew its fleet, which remains one of the youngest in the industry with an average age of seven years and nine months.As of 30 June 2025, SIA operated 144 passenger aircraft and seven freighters, and Scoot operated 43 passenger aircraft.A total of three aircraft were added to SIA’s fleet during the quarter, and the airline had 72 aircraft on order at the end of the quarter.The group’s passenger network served 129 destinations in 37 countries and territories, and Scoot is planning to ramp up its services to make up for the closure of Jetstar Asia at the end of July.Scoot has plans to launch services to Da Nang in Vietnam and Kota Bahru in Malaysia come October 2025, as well as Nha Trang in November 2025.The group will also ramp up capacity to various Asian destinations to accommodate Jetstar Asia’s existing passengers by offering them another option.Advancing on its strategic initiativesMeanwhile, SIA is also working on several important strategic initiatives.The group signed agreements with Neste and World Energy to acquire Sustainable Aviation Fuel (SAF) in support of its decarbonisation efforts.SIA will purchase 2,000 tonnes of SAF in the form of emissions reduction from World Energy to help reduce its carbon footprint.Last month, the Competition and Consumer Association of Singapore granted conditional approval for a commercial joint venture (JV) between SIA and Malaysia Airlines (KLSE: 3786).If this JV goes through, both airlines will work together on sales and marketing and expanded codeshare flights.This partnership will benefit SIA’s customers by offering them expanded options and better flight connectivity.Elsewhere, SIA also announced a three-year partnership with Mandai Wildlife Group to enhance Singapore’s tourism appeal.Through this collaboration, SIA customers can enjoy curated wildlife experiences, co-branded retail collections, and other benefits.These initiatives show SIA’s continued commitment to expanding its market share and routes, and also offering its customers a unique experience to deepen loyalty.A bumper bonus for staffSIA also made the news back in May when it paid out an eye-catching profit-sharing bonus of 7.45 months to employees after reporting record profits for FY2025.The airline has recognised a one-off gain from the merger between Vistara and Air India, thereby boosting the group’s profits for the previous fiscal year.However, back then, SIA was already feeling the strain from increased competition.Operating profit for FY2025 fell 37% year on year to S$1.7 billion because of lower passenger yields as other airlines added capacity aggressively.SIA also paid out a lower final dividend of S$0.30 compared to S$0.38 in the year before.Management also warned that Trump’s tariffs could further dampen consumer sentiment and add to the weak outlook.For its 1Q FY2026 outlook, management further warned of a volatile operating environment exacerbated by geopolitical developments and macroeconomic challenges.Get Smart: Cloudy skies aheadSIA is feeling the strain from higher expenses, which have eroded a significant chunk of its profits.The airline was cognisant of tough conditions emerging back when it reported its FY2025 results, yet still paid out a bumper bonus to its staff.The group could have conserved more cash to act as a buffer for the headwinds ahead, instead.Though the airline has undertaken initiatives to grow its market share and broaden its customer base, the macroeconomic environment continues to be challenging.Hence, faced with cloudy skies, SIA may need time to navigate them and could take longer than expected to post a recovery.As the STI hits record highs, long-term investors are asking: can dividends keep up?In this special National Day webinar, we dive into the earnings outlook for Singapore’s top dividend stocks and what to expect in the months ahead. Secure your free seat here and stay ahead of the curve.Don’t let market uncertainty hijack your financial dreams. While headlines scream gloom, 5 Singapore companies have been quietly building wealth and paying reliable dividends. You’re probably overlooking them. Discover these resilient giants and their secrets to sustained income, even through global storms. Disclosure: Royston Yang does not own shares in any of the companies mentioned.","news_type":1,"symbols_score_info":{"C6L.SI":1}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090104341,"gmtCreate":1643106422512,"gmtModify":1676533774428,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>should wait for this etf to drop more then get ready for cherry picking.","listText":"<a href=\"https://ttm.financial/S/SPY\">$S&P500 ETF(SPY)$</a>should wait for this etf to drop more then get ready for cherry picking.","text":"$S&P500 ETF(SPY)$should wait for this etf to drop more then get ready for cherry picking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090104341","isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311297970,"gmtCreate":1611797171090,"gmtModify":1704863635646,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>hedgies hedgies ","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>hedgies hedgies ","text":"$GameStop(GME)$hedgies hedgies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311297970","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092233027,"gmtCreate":1644631257478,"gmtModify":1676533948378,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Stonks meme","listText":"Stonks meme","text":"Stonks meme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092233027","repostId":"1106670391","repostType":2,"repost":{"id":"1106670391","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1644624282,"share":"https://ttm.financial/m/news/1106670391?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks</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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","WAL":"阿莱恩斯西部银行","CLR":"大陆能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1,"symbols_score_info":{"CLR":0.9,"WAL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312346929,"gmtCreate":1612051632861,"gmtModify":1704867024310,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Are we human or are we hedgies","listText":"Are we human or are we hedgies","text":"Are we human or are we hedgies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/312346929","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311290419,"gmtCreate":1611796205731,"gmtModify":1704863625270,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Anyone ready to soar to the planet where thanos retires on his farm","listText":"Anyone ready to soar to the planet where thanos retires on his farm","text":"Anyone ready to soar to the planet where thanos retires on his farm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311290419","repostId":"2106818182","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311202966,"gmtCreate":1611795782655,"gmtModify":1704863618785,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"Everyone board the bus","listText":"Everyone board the bus","text":"Everyone board the bus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/311202966","repostId":"2106281886","repostType":4,"repost":{"id":"2106281886","kind":"highlight","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":1611738637,"share":"https://ttm.financial/m/news/2106281886?lang=en_US&edition=fundamental","pubTime":"2021-01-27 17:10","market":"us","language":"en","title":"GameStop up another 60%, amateur interest shows no sign of abating","url":"https://stock-news.laohu8.com/highlight/detail?id=2106281886","media":"Reuters","summary":"LONDON, Jan 27 (Reuters) - GameStop shares surged another 60% on Wednesday in pre-market trading, bo","content":"<p>LONDON, Jan 27 (Reuters) - GameStop shares surged another 60% on Wednesday in pre-market trading, boosted by increased interest among amateur investors who have lifted the share price by 700% over the past two weeks.</p><p>But some hedge funds have refused to budge from their bearish bets, with FIS' Analytics data showing investors had piled on $2.2 billion in bearish bets on the U.S. video game retailer -- a whopping 20% of its market capitalisation,</p><p>In the meantime, Reddit's Wallstreetbets stock trading discussion group were backing the company, buying shares and call options on the stock.</p><p>A similar euphoria has boosted BlackBerry and Nokia</p><p>Meanwhile in Europe, shares of Evotec and Varta</p><p>jumped on a chatter that Melvin Capital Management was being forced to unwind its short positions to cover losses on its other bearish bets, including GameStop.</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>GameStop up another 60%, amateur interest shows no sign of abating</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\">\nGameStop up another 60%, amateur interest shows no sign of abating\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\">2021-01-27 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, Jan 27 (Reuters) - GameStop shares surged another 60% on Wednesday in pre-market trading, boosted by increased interest among amateur investors who have lifted the share price by 700% over the past two weeks.</p><p>But some hedge funds have refused to budge from their bearish bets, with FIS' Analytics data showing investors had piled on $2.2 billion in bearish bets on the U.S. video game retailer -- a whopping 20% of its market capitalisation,</p><p>In the meantime, Reddit's Wallstreetbets stock trading discussion group were backing the company, buying shares and call options on the stock.</p><p>A similar euphoria has boosted BlackBerry and Nokia</p><p>Meanwhile in Europe, shares of Evotec and Varta</p><p>jumped on a chatter that Melvin Capital Management was being forced to unwind its short positions to cover losses on its other bearish bets, including GameStop.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FIS":"繁德信息技术","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106281886","content_text":"LONDON, Jan 27 (Reuters) - GameStop shares surged another 60% on Wednesday in pre-market trading, boosted by increased interest among amateur investors who have lifted the share price by 700% over the past two weeks.But some hedge funds have refused to budge from their bearish bets, with FIS' Analytics data showing investors had piled on $2.2 billion in bearish bets on the U.S. video game retailer -- a whopping 20% of its market capitalisation,In the meantime, Reddit's Wallstreetbets stock trading discussion group were backing the company, buying shares and call options on the stock.A similar euphoria has boosted BlackBerry and NokiaMeanwhile in Europe, shares of Evotec and Vartajumped on a chatter that Melvin Capital Management was being forced to unwind its short positions to cover losses on its other bearish bets, including GameStop.","news_type":1,"symbols_score_info":{"GME":0.9,"FIS":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041908776,"gmtCreate":1655991130595,"gmtModify":1676535746046,"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574368910638460","idStr":"3574368910638460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>the bull and the bear are enjoying a good time together [Wow] [Wow] ","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$</a>the bull and the bear are enjoying a good time together [Wow] [Wow] ","text":"$SPDR S&P 500 ETF Trust(SPY)$the bull and the bear are enjoying a good time together [Wow] [Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041908776","isVote":1,"tweetType":1,"viewCount":3421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}