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Teoh9130

Teoh9130

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2024-10-09

1000 Days... With Tiger... Yahoo

2024-03-23

$Micron Technology(MU)$ become next

2023-06-07

$Palantir Technologies Inc.(PLTR)$ Karching... Again$$$$$$

2023-05-26

$Palantir Technologies Inc.(PLTR)$ karching[Happy]

2023-01-20

$Marqeta, Inc.(MQ)$ zzzzzZZZZZ

2022-10-06

$Asana, Inc.(ASAN)$

2022-09-21

Good

Can The Fed's Decision Lead To A Short-Term Rally?

2022-08-22

Good

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2022-08-04

$Affirm Holdings, Inc.(AFRM)$Small.. Karching🙄

2022-03-30

$Marqeta, Inc.(MQ)$Karching

2022-03-30

$Marqeta, Inc.(MQ)$ Growth up

2022-02-02

$AMD(AMD)$Chinese Lunar Year 1st Profil😊

2022-02-02

Nice

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2022-02-02

Nice

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2022-01-24

👍

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Many investors are currently sidelined, as they eagerly anticipate the news of the Federal Reserve (U.S. Central Bank) decision on the next rate hike.  They will clarify how much they will raise rates by.</p><p>As mentioned previously, raising rates is negative for crypto because it means that it becomes more expensive to borrow because loan payments are larger and so it entices people to save more, which is what central banks want to clamp down on persistently high inflation.</p><p>The market has priced in an 84% chance of a 75-basis point rate hike and a 16% chance of a 25-basis point rate hike. This means that the market is anticipating a 75-basis point rate hike.</p><p>A 100-basis point rate hike is unexpected and could lead to more pain for global markets. If a 75-basis point rate hike is announced there will be no surprises, so it could lead to a short-term rally as the news has been priced in. Any rally in the short term will be unwelcomed by the Federal Reserve though, as it means people feel more wealthy and more likely to spend, hence contributing to more inflation – something known as the wealth effect.</p><p>Despite the tumultuous market conditions traditional finance institutions continue to enter the space, as the Nasdaq, the second biggest American stock exchange by market cap, is launching a digital assets business that is targeted at institutional investors. This will likely aim to compete with companies such as <b>Fidelity Digital Assets</b>, <b>Coinbase</b> and <b>Gemini</b>, and is incredibly bullish for the whole space. This gives further indication of institutional interest in the crypto market for the next 5-10 years.</p><p></p></body></html>","source":"lsy1606299360108","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>Can The Fed's Decision Lead To A Short-Term Rally?</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\">\nCan The Fed's Decision Lead To A Short-Term Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the...</p>\n\n<a href=\"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/22/09/28950254/can-the-feds-decision-lead-to-a-short-term-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186301074","content_text":"Volatility is scarce in the crypto market, with Bitcoin hovering around $19,000, but extreme volatility is due today. Many investors are currently sidelined, as they eagerly anticipate the news of the Federal Reserve (U.S. Central Bank) decision on the next rate hike.  They will clarify how much they will raise rates by.As mentioned previously, raising rates is negative for crypto because it means that it becomes more expensive to borrow because loan payments are larger and so it entices people to save more, which is what central banks want to clamp down on persistently high inflation.The market has priced in an 84% chance of a 75-basis point rate hike and a 16% chance of a 25-basis point rate hike. This means that the market is anticipating a 75-basis point rate hike.A 100-basis point rate hike is unexpected and could lead to more pain for global markets. If a 75-basis point rate hike is announced there will be no surprises, so it could lead to a short-term rally as the news has been priced in. Any rally in the short term will be unwelcomed by the Federal Reserve though, as it means people feel more wealthy and more likely to spend, hence contributing to more inflation – something known as the wealth effect.Despite the tumultuous market conditions traditional finance institutions continue to enter the space, as the Nasdaq, the second biggest American stock exchange by market cap, is launching a digital assets business that is targeted at institutional investors. This will likely aim to compete with companies such as Fidelity Digital Assets, Coinbase and Gemini, and is incredibly bullish for the whole space. 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22:06","market":"us","language":"en","title":"Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2261515445","media":"Motley Fool","summary":"Tesla's stock split will take place after the close of trading on Aug. 24, but don't expect to wake up to riches overnight.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla shareholders voted in favor of a 3-for-1 stock split at the company&#39;s annual meeting on Aug. 4.</li><li>Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.</li><li>The shares will trade at a split-adjusted price on Aug. 25.</li></ul><p><b>Tesla</b> is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company&#39;s annual meeting this month.</p><p>If you&#39;re confused about stock splits, below is a breakdown of how they work, so you can set your expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae15e6e1d3574d71df0833be714bce02\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>Stock splits are taking over headlines in 2022</b></p><p>Large tech companies have been dominating stock-split news this year. <b>Amazon</b> pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant <b>Shopify</b> completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, <b>Alphabet</b>, wrapped up a 20-for-1 stock split on July 15.</p><p>Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven&#39;t been following Tesla this year, here&#39;s a look at the company&#39;s stock-split timeline.</p><ul><li><b>March 28, 2022:</b> Tesla informed the SEC about its stock-split intentions via Form 8-K.</li><li><b>June 6, 2022:</b> If you were a shareholder as of close of business on this date, you received an invitation to Tesla&#39;s annual shareholders meeting.</li><li><b>June 10, 2022:</b> Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.</li><li><b>Aug. 4, 2022:</b> Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.</li><li><b>Aug. 17, 2022:</b> Stockholders of record on this date will receive two new shares for every one share they own.</li><li><b>Aug. 24, 2022:</b> The stock split will take place after the close of trading on this date.</li><li><b>Aug. 25, 2022:</b> Tesla shares will trade at a split-adjusted price on this date.</li></ul><p>As you can see, a stock split doesn&#39;t happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.</p><p><b>What happens when a stock splits?</b></p><p>A stock split may be popular, but that doesn&#39;t mean it&#39;s profitable. A stock split in itself won&#39;t make a company&#39;s market capitalization rise or change its intrinsic value. But it does increase the number of a company&#39;s outstanding shares. You&#39;ll notice more shares of a company stock in your account, but the overall value of your shares won&#39;t change. That&#39;s why a stock split is not a taxable event in itself. It doesn&#39;t leave you with more money in your pockets.</p><p>Let&#39;s dive into Tesla&#39;s stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.</p><p>If you own five shares of Tesla, you&#39;ll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you&#39;ll have 30 shares later. If you own fractional shares, you&#39;ll still have a chance to participate in the stock split. You&#39;ll just have to do the math to see how your fractional shares will multiply after the stock split.</p><p>You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it&#39;s easier to consume.</p><p>A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.</p><p><b>Is a stock split a positive sign for a company?</b></p><p>A stock split helps make a stock with a high price tag more affordable to retail investors. But that&#39;s not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.</p><p>Although stock splits sound fancy, they are more of a cosmetic change. It doesn&#39;t determine the long-term potential of a company. Don&#39;t fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management&#39;s leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261515445","content_text":"KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.The shares will trade at a split-adjusted price on Aug. 25.Tesla is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company's annual meeting this month.If you're confused about stock splits, below is a breakdown of how they work, so you can set your expectations.Image source: Getty Images.Stock splits are taking over headlines in 2022Large tech companies have been dominating stock-split news this year. Amazon pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant Shopify completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, Alphabet, wrapped up a 20-for-1 stock split on July 15.Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven't been following Tesla this year, here's a look at the company's stock-split timeline.March 28, 2022: Tesla informed the SEC about its stock-split intentions via Form 8-K.June 6, 2022: If you were a shareholder as of close of business on this date, you received an invitation to Tesla's annual shareholders meeting.June 10, 2022: Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.Aug. 4, 2022: Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.Aug. 17, 2022: Stockholders of record on this date will receive two new shares for every one share they own.Aug. 24, 2022: The stock split will take place after the close of trading on this date.Aug. 25, 2022: Tesla shares will trade at a split-adjusted price on this date.As you can see, a stock split doesn't happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.What happens when a stock splits?A stock split may be popular, but that doesn't mean it's profitable. A stock split in itself won't make a company's market capitalization rise or change its intrinsic value. But it does increase the number of a company's outstanding shares. You'll notice more shares of a company stock in your account, but the overall value of your shares won't change. That's why a stock split is not a taxable event in itself. It doesn't leave you with more money in your pockets.Let's dive into Tesla's stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.If you own five shares of Tesla, you'll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you'll have 30 shares later. If you own fractional shares, you'll still have a chance to participate in the stock split. You'll just have to do the math to see how your fractional shares will multiply after the stock split.You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it's easier to consume.A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.Is a stock split a positive sign for a company?A stock split helps make a stock with a high price tag more affordable to retail investors. But that's not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.Although stock splits sound fancy, they are more of a cosmetic change. It doesn't determine the long-term potential of a company. Don't fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management's leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091196694,"gmtCreate":1643794950034,"gmtModify":1676533857297,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196694","repostId":"1125051535","repostType":2,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013015060,"gmtCreate":1648652545488,"gmtModify":1676534372150,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>&nbsp;Growth up","listText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>&nbsp;Growth up","text":"$Marqeta, Inc.(MQ)$ Growth up","images":[{"img":"https://community-static.tradeup.com/news/c318c959c66f5002c79f34dd493dd1e6","width":"1080","height":"2067"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013015060","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091196584,"gmtCreate":1643794970031,"gmtModify":1676533857307,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091196584","repostId":"1125051535","repostType":2,"repost":{"id":"1125051535","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643793360,"share":"https://ttm.financial/m/news/1125051535?lang=&edition=fundamental","pubTime":"2022-02-02 17:16","market":"us","language":"en","title":"Xilinx shares rose 10.18% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051535","media":"Tiger Newspress","summary":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion pur","content":"<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD&#39;s $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</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>Xilinx shares rose 10.18% in premarket trading</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\">\nXilinx shares rose 10.18% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-02 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Xilinx shares rose 10.18% in premarket trading.<img src=\"https://static.tigerbbs.com/48233587c80d9fbcf7023c9de7b5828e\" tg-width=\"732\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Late last month, China approved AMD&#39;s $35 billion purchase of Xilinx, noting it did not need CFIUS approval.</p><p>AMD expected to complete the acquisition of Xilinx in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051535","content_text":"Xilinx shares rose 10.18% in premarket trading.Late last month, China approved AMD's $35 billion purchase of Xilinx, noting it did not need CFIUS approval.AMD expected to complete the acquisition of Xilinx in the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902935600,"gmtCreate":1659624676403,"gmtModify":1705996215229,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Small.. Karching🙄","listText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Small.. Karching🙄","text":"$Affirm Holdings, Inc.(AFRM)$Small.. Karching🙄","images":[{"img":"https://community-static.tradeup.com/news/c76d1bfc3cd4efa1f9e14b682efce2f2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902935600","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9007414113,"gmtCreate":1642983433779,"gmtModify":1676533761626,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007414113","repostId":"1110124323","repostType":2,"repost":{"id":"1110124323","kind":"news","pubTimestamp":1642980341,"share":"https://ttm.financial/m/news/1110124323?lang=&edition=fundamental","pubTime":"2022-01-24 07:25","market":"us","language":"en","title":"Morgan Stanley’s Slimmon Warns Against Buying Growth-Stock Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1110124323","media":"Bloomberg","summary":"‘Once the fever breaks, it lasts a long time,’ manager saysWhen bubble breaks, it’s not V bottom as ","content":"<html><head></head><body><ul><li>‘Once the fever breaks, it lasts a long time,’ manager says</li><li>When bubble breaks, it’s not V bottom as many look to get out</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87af342479b463778c4eef81e3cc63a7\" tg-width=\"1500\" tg-height=\"2100\" width=\"100%\" height=\"auto\"/><span>Andrew Slimmon, Source: Morgan StanleySource: Bloomberg</span></p><p>Investors should avoid the temptation to buy the dips in expensive high-growth stocks because “once the fever breaks, it lasts a long time,” according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management.</p><p>Slimmon joined the “What Goes Up” podcast to discuss what he’s investing in these days. He also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&amp;P 500 with a 36% gain in 2021. Below are the condensed and lightly edited highlights of the conversation. </p><p>Q. You wrote to us before the show, saying “avoid the temptation to step in and buy into the selloff in high-growth stocks.” You said, “my experience is: Once the fever breaks, it’s done for quite a while.” Historically, is there any precedent you could point to? Is it too simple to point to the dot-com bubble as a fair comparison?</p><p>A. So first of all, I just want to make sure it’s understood: I’m not a value manager, or a growth manager. I’m not trying to, you know, spin what works or what my investment philosophy is at all times. I’m just looking at what the fat pitch is. And as it pertains to this group, the reason why I believe once the fever breaks, it lasts a long time, is if you wind the clock back, if you look at some of these uber-growth funds back to where they were in early fall of 2020, that means a lot of people haven’t made money, right? Because they chased into them after they peaked.</p><p>And the reason why the dot-com analogy is correct is that that means that every time they start to go up, there’s someone that can get out even. And so there’s tremendous selling resistance at higher levels because so many people have lost money. And that to me is very similar to the dot-com bubble, and other bubbles. Once a very speculative bubble breaks, it’s not a V bottom because there’s too many people looking to get out.</p><p>Q. So what cohort would you look at? Could you see the Nasdaq 100 going down as much as it did then, or more like a Cathie Wood-type of fund?</p><p>A. That’s the difference to 2000. In 2000, the Nasdaq had obscene prices. You also had some of these very big-cap tech stocks trading at triple-digit multiples. And when I look at these uber-growth stocks, they’re expensive as they were in 2000, but the main tech stocks, the Nasdaq 100, the big stocks, they’re not as expensive. So I don’t think the (comparison to the) Nasdaq break of 2000 is quite accurate because I don’t think the really big tech stocks are as vulnerable.</p><p>Q. One thing I always think about along these lines is that there’s something in human nature that is always going to make that instinct to chase the high flyers come back at some point.</p><p>A. Greed.</p><p>Q. Yeah, right. As simple as that. But what are the conditions you would look for to be in place to bring that trade back?</p><p>A. Well, I think it’s first seller exhaustion, where stocks stop going down on bad news because there’s no one left to sell them. And I’m just not sure we’re there yet. I haven’t seen big capitulation. I mean, the stocks are down a lot, but there hasn’t been big capitulation in these stocks. The other way I think about it is when no one believes that they can buy the dip anymore. That’s when the bottom happens, right? When people say, “I don’t wanna touch them. These are uninvestible,” that’s when I get interested. But when people are saying, “Hey, well, what do you think?” Because the memory of making a lot of money is too recent and that leads people to try to bottom fish.</p><p>I’ve been in this business a long time. Human behavior doesn’t change. And so when this type of bubble breaks, you get counter-trend rallies and they go up a little bit and then they go down low and then they go up and they go down until people say, “Don’t ask me one more thing about it. I don’t want to talk about it. Moving on.” And then I go, “Oh, that’s kind of interesting.” That means maybe they’re getting to a bottom.</p><p>Q. Your fund was up 36% last year. Everybody at home is wondering what exactly you might be favoring this year and how they should be positioning as the year unfolds?</p><p>A. The reason why we had a good year last year is simply that we played the playbook. The playbook is that when you’re coming out of recessions, cyclical stocks do well, right? Because in recessions people sell anything that’s economically sensitive and they hold on to things that they perceive as not economically sensitive. So the spread between the cyclical stocks and the non-cyclical stocks, it’s extreme. And boy oh boy did it really get extreme. So it was kind of a fat pitch to own financials and energy stocks in 2021. And so that worked. The other thing that really worked is just listening to companies and follow earnings. Now, just to be clear, earnings growth doesn’t drive stock prices, it’s surprises, right? A stock price embeds all future expectations. So if companies are doing better than what is expected, they go up ...</p><p>So going into this year, I think we’re in an environment where central bank policy is willing to accept higher levels of inflation for faster growth that will lead to more wage growth. Now right now, the Fed is starting to pivot a little bit because real wages aren’t going up. So I think they’re going to make a move to bring down inflation, but I think we’re moving into an environment where we’re going to have higher growth at the expense of higher inflation. And that’s an environment where you want to own some value stocks. Again, I’m not saying throw away all your growth stocks to buy all value because I believe in technology long term. But I do think that we’ve come out of a decade of slow growth and we’re moving into a faster-growth environment. And I think you want to own a few more value stocks. And I don’t think this year will be any different than last year.</p><p>Q. You sent us a list of some stocks that you really like: Alphabet, Microsoft and Danaher. Could you walk us through why you like these picks in particular?</p><p>A. Our biggest overweights are financials, REITs and energy stocks. The “however” of that is those stocks are red-hot right now. Financials and energy have done really well this year. So I think we’re into an environment where you have to be careful going into earning season, given how strong they’ve been. And so I’m just a little bit wary of owning those stocks or buying those stocks right here. And again, those growth stocks haven’t done as well. Microsoft, Google, Danaher, they haven’t done as well because they’re not hot stocks right now. And those companies are reporting very good earnings.</p><p>Q. You’re bullish on Microsoft, you have it in both the international and the U.S. core fund. Curious what you think of this Activision Blizzard takeover this week? And what does that signal to you?</p><p>A. It’s a sign that companies are flush with cash, which, oh, by the way, what’s the ROI on cash right now? So I think it’s going to be a -- I’m no investment banker -- but I think it’s going to be a big year for M&amp;A because companies have very strong balance sheets and they got a lot of cash on hand and they’re going to be looking for bolt-on acquisitions. So to the extent that things are immediately accretive, I think you’re going to see companies jump at it.</p><p>And not a lot of people talk about that, but I really think that the story is that corporate fundamentals are not getting the press they deserve. I really do. We talk about the Fed a lot and geopolitical risk, but I just don’t think what’s happening in corporate America gets enough positive press.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley’s Slimmon Warns Against Buying Growth-Stock Dip</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\">\nMorgan Stanley’s Slimmon Warns Against Buying Growth-Stock Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Once the fever breaks, it lasts a long time,’ manager saysWhen bubble breaks, it’s not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110124323","content_text":"‘Once the fever breaks, it lasts a long time,’ manager saysWhen bubble breaks, it’s not V bottom as many look to get outAndrew Slimmon, Source: Morgan StanleySource: BloombergInvestors should avoid the temptation to buy the dips in expensive high-growth stocks because “once the fever breaks, it lasts a long time,” according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management.Slimmon joined the “What Goes Up” podcast to discuss what he’s investing in these days. He also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021. Below are the condensed and lightly edited highlights of the conversation. Q. You wrote to us before the show, saying “avoid the temptation to step in and buy into the selloff in high-growth stocks.” You said, “my experience is: Once the fever breaks, it’s done for quite a while.” Historically, is there any precedent you could point to? Is it too simple to point to the dot-com bubble as a fair comparison?A. So first of all, I just want to make sure it’s understood: I’m not a value manager, or a growth manager. I’m not trying to, you know, spin what works or what my investment philosophy is at all times. I’m just looking at what the fat pitch is. And as it pertains to this group, the reason why I believe once the fever breaks, it lasts a long time, is if you wind the clock back, if you look at some of these uber-growth funds back to where they were in early fall of 2020, that means a lot of people haven’t made money, right? Because they chased into them after they peaked.And the reason why the dot-com analogy is correct is that that means that every time they start to go up, there’s someone that can get out even. And so there’s tremendous selling resistance at higher levels because so many people have lost money. And that to me is very similar to the dot-com bubble, and other bubbles. Once a very speculative bubble breaks, it’s not a V bottom because there’s too many people looking to get out.Q. So what cohort would you look at? Could you see the Nasdaq 100 going down as much as it did then, or more like a Cathie Wood-type of fund?A. That’s the difference to 2000. In 2000, the Nasdaq had obscene prices. You also had some of these very big-cap tech stocks trading at triple-digit multiples. And when I look at these uber-growth stocks, they’re expensive as they were in 2000, but the main tech stocks, the Nasdaq 100, the big stocks, they’re not as expensive. So I don’t think the (comparison to the) Nasdaq break of 2000 is quite accurate because I don’t think the really big tech stocks are as vulnerable.Q. One thing I always think about along these lines is that there’s something in human nature that is always going to make that instinct to chase the high flyers come back at some point.A. Greed.Q. Yeah, right. As simple as that. But what are the conditions you would look for to be in place to bring that trade back?A. Well, I think it’s first seller exhaustion, where stocks stop going down on bad news because there’s no one left to sell them. And I’m just not sure we’re there yet. I haven’t seen big capitulation. I mean, the stocks are down a lot, but there hasn’t been big capitulation in these stocks. The other way I think about it is when no one believes that they can buy the dip anymore. That’s when the bottom happens, right? When people say, “I don’t wanna touch them. These are uninvestible,” that’s when I get interested. But when people are saying, “Hey, well, what do you think?” Because the memory of making a lot of money is too recent and that leads people to try to bottom fish.I’ve been in this business a long time. Human behavior doesn’t change. And so when this type of bubble breaks, you get counter-trend rallies and they go up a little bit and then they go down low and then they go up and they go down until people say, “Don’t ask me one more thing about it. I don’t want to talk about it. Moving on.” And then I go, “Oh, that’s kind of interesting.” That means maybe they’re getting to a bottom.Q. Your fund was up 36% last year. Everybody at home is wondering what exactly you might be favoring this year and how they should be positioning as the year unfolds?A. The reason why we had a good year last year is simply that we played the playbook. The playbook is that when you’re coming out of recessions, cyclical stocks do well, right? Because in recessions people sell anything that’s economically sensitive and they hold on to things that they perceive as not economically sensitive. So the spread between the cyclical stocks and the non-cyclical stocks, it’s extreme. And boy oh boy did it really get extreme. So it was kind of a fat pitch to own financials and energy stocks in 2021. And so that worked. The other thing that really worked is just listening to companies and follow earnings. Now, just to be clear, earnings growth doesn’t drive stock prices, it’s surprises, right? A stock price embeds all future expectations. So if companies are doing better than what is expected, they go up ...So going into this year, I think we’re in an environment where central bank policy is willing to accept higher levels of inflation for faster growth that will lead to more wage growth. Now right now, the Fed is starting to pivot a little bit because real wages aren’t going up. So I think they’re going to make a move to bring down inflation, but I think we’re moving into an environment where we’re going to have higher growth at the expense of higher inflation. And that’s an environment where you want to own some value stocks. Again, I’m not saying throw away all your growth stocks to buy all value because I believe in technology long term. But I do think that we’ve come out of a decade of slow growth and we’re moving into a faster-growth environment. And I think you want to own a few more value stocks. And I don’t think this year will be any different than last year.Q. You sent us a list of some stocks that you really like: Alphabet, Microsoft and Danaher. Could you walk us through why you like these picks in particular?A. Our biggest overweights are financials, REITs and energy stocks. The “however” of that is those stocks are red-hot right now. Financials and energy have done really well this year. So I think we’re into an environment where you have to be careful going into earning season, given how strong they’ve been. And so I’m just a little bit wary of owning those stocks or buying those stocks right here. And again, those growth stocks haven’t done as well. Microsoft, Google, Danaher, they haven’t done as well because they’re not hot stocks right now. And those companies are reporting very good earnings.Q. You’re bullish on Microsoft, you have it in both the international and the U.S. core fund. Curious what you think of this Activision Blizzard takeover this week? And what does that signal to you?A. It’s a sign that companies are flush with cash, which, oh, by the way, what’s the ROI on cash right now? So I think it’s going to be a -- I’m no investment banker -- but I think it’s going to be a big year for M&A because companies have very strong balance sheets and they got a lot of cash on hand and they’re going to be looking for bolt-on acquisitions. So to the extent that things are immediately accretive, I think you’re going to see companies jump at it.And not a lot of people talk about that, but I really think that the story is that corporate fundamentals are not getting the press they deserve. I really do. We talk about the Fed a lot and geopolitical risk, but I just don’t think what’s happening in corporate America gets enough positive press.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358170226254208,"gmtCreate":1728480688333,"gmtModify":1728480693892,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"1000 Days... With Tiger... Yahoo","listText":"1000 Days... With Tiger... Yahoo","text":"1000 Days... With Tiger... Yahoo","images":[{"img":"https://community-static.tradeup.com/news/30b8f56a1cd6d532226de89ff3b5aa77","width":"1080","height":"1371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358170226254208","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184760539443312,"gmtCreate":1686147020491,"gmtModify":1686147024012,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;Karching... Again$$$$$$","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;Karching... Again$$$$$$","text":"$Palantir Technologies Inc.(PLTR)$ Karching... Again$$$$$$","images":[{"img":"https://community-static.tradeup.com/news/91629fe36ea37af9757985eb5ae8a7bf","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184760539443312","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915287689,"gmtCreate":1665047665041,"gmtModify":1676537549229,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASAN\">$Asana, Inc.(ASAN)$</a>","listText":"<a href=\"https://ttm.financial/S/ASAN\">$Asana, Inc.(ASAN)$</a>","text":"$Asana, Inc.(ASAN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915287689","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013014293,"gmtCreate":1648652740718,"gmtModify":1676534372198,"author":{"id":"4104903028207320","authorId":"4104903028207320","name":"Teoh9130","avatar":"https://community-static.tradeup.com/news/9aa946c6972368c01a6b6f667cbf21b7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104903028207320","authorIdStr":"4104903028207320"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Karching","listText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Karching","text":"$Marqeta, Inc.(MQ)$Karching","images":[{"img":"https://community-static.tradeup.com/news/38517ec69151f562510150b11980a90b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013014293","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}