Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95

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Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95

Bloomberg2022-01-05

Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...

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zuma
·2022-01-06
Ok thx
Reply
2
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Kel9670ong
·2022-01-05
A good read
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1
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Uasbau
·2022-01-05
Interesting: Value & cyclic stocks in the limelight as concerns turn towards interest, inflation & Federal tapers?
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2
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TeikLeong
·2022-01-05
Like
Reply
3
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Ermmmmmm
·2022-01-05
Too early to say so
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1
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koolgal
·2022-01-05
Value stocks are making a Comeback and one of the best ways to get into the action is to invest in $SPDR S&P 500 Value ETF(SPYV)$ . It is Low cost and well diversified. It includes Berkshire Hathaway, Walmart and JP Morgan too.
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135
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lanangqupu
·2022-01-05
Nice
Reply
2
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KLCC
·2022-01-05
Growth stocks have been driving the market on thelongest bull run in past 10 years… it’s about time for Cyclicals to lead… pity I didn’t exit sooner! 😅😅
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TeslaLegend
·2022-01-05
Please like and comment. Thanks!
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3
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patrickLai
·2022-01-05
Ok
Reply
5
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Annie_ann29
·2022-01-05
Like plz
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3
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Eddieash
·2022-01-05
Like please
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6
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och
·2022-01-05
Like
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8
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SPOT_ON
·2022-01-05
Then all my undervalued stocks will come into play now
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8
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小辉goPro
·2022-01-05
Like
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7
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Ahsiang
·2022-01-05
Like pls
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逢場作戲又一日
·2022-01-05
Tech care
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kenong62
·2022-01-05
Please likeThanks
Reply
4
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chaicka
·2022-01-05
Hopeful
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Tyanak
·2022-01-05
👍🏼
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Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9008825241,"gmtCreate":1641424585419,"gmtModify":1676533612516,"author":{"id":"3561798958123173","authorId":"3561798958123173","name":"zuma","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561798958123173","authorIdStr":"3561798958123173"},"htmlText":"Ok thx","listText":"Ok thx","text":"Ok thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008825241","repostId":1168960619,"repostType":2,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008190499,"gmtCreate":1641380082337,"gmtModify":1676533608053,"author":{"id":"3578468158955348","authorId":"3578468158955348","name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578468158955348","authorIdStr":"3578468158955348"},"htmlText":"A good read&nbsp;","listText":"A good read&nbsp;","text":"A good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008190499","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008107933,"gmtCreate":1641379707897,"gmtModify":1676533607854,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"htmlText":"Interesting: Value &amp; cyclic&nbsp;stocks in the limelight as concerns turn towards interest, inflation &amp; Federal tapers?","listText":"Interesting: Value &amp; cyclic&nbsp;stocks in the limelight as concerns turn towards interest, inflation &amp; Federal tapers?","text":"Interesting: Value & cyclic stocks in the limelight as concerns turn towards interest, inflation & Federal tapers?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008107933","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008340179,"gmtCreate":1641372148774,"gmtModify":1676533606989,"author":{"id":"3581504913688063","authorId":"3581504913688063","name":"TeikLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581504913688063","authorIdStr":"3581504913688063"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008340179","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008357010,"gmtCreate":1641371654478,"gmtModify":1676533606950,"author":{"id":"4087557783698070","authorId":"4087557783698070","name":"Ermmmmmm","avatar":"https://static.tigerbbs.com/b89bbeb73fe9212f0b5efc7185ae8a51","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087557783698070","authorIdStr":"4087557783698070"},"htmlText":"Too early to say so&nbsp;","listText":"Too early to say so&nbsp;","text":"Too early to say so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008357010","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008358084,"gmtCreate":1641369346916,"gmtModify":1676533606839,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"Value stocks are making a Comeback and one of the best ways to get into the action is to invest in&nbsp;<a href=\"https://ttm.financial/S/SPYV\">$SPDR S&amp;P 500 Value ETF(SPYV)$</a>&nbsp;.&nbsp; It is Low cost and well diversified.&nbsp; It includes Berkshire Hathaway, Walmart and JP Morgan too.&nbsp;","listText":"Value stocks are making a Comeback and one of the best ways to get into the action is to invest in&nbsp;<a href=\"https://ttm.financial/S/SPYV\">$SPDR S&amp;P 500 Value ETF(SPYV)$</a>&nbsp;.&nbsp; It is Low cost and well diversified.&nbsp; It includes Berkshire Hathaway, Walmart and JP Morgan too.&nbsp;","text":"Value stocks are making a Comeback and one of the best ways to get into the action is to invest in $SPDR S&P 500 Value ETF(SPYV)$ . It is Low cost and well diversified. It includes Berkshire Hathaway, Walmart and JP Morgan too.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":135,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008358084","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008327238,"gmtCreate":1641367994407,"gmtModify":1676533606745,"author":{"id":"4103727627909910","authorId":"4103727627909910","name":"lanangqupu","avatar":"https://static.tigerbbs.com/15422139911b577386175cb0d4753c40","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4103727627909910","authorIdStr":"4103727627909910"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008327238","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008324520,"gmtCreate":1641367572376,"gmtModify":1676533606721,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3582008315299880","authorIdStr":"3582008315299880"},"htmlText":"Growth stocks have been driving the market on thelongest bull run in past 10 years… it’s about time for Cyclicals to lead… pity I didn’t exit sooner! 😅😅","listText":"Growth stocks have been driving the market on thelongest bull run in past 10 years… it’s about time for Cyclicals to lead… pity I didn’t exit sooner! 😅😅","text":"Growth stocks have been driving the market on thelongest bull run in past 10 years… it’s about time for Cyclicals to lead… pity I didn’t exit sooner! 😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008324520","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008324113,"gmtCreate":1641367474901,"gmtModify":1676533606705,"author":{"id":"3572489627147183","authorId":"3572489627147183","name":"TeslaLegend","avatar":"https://static.tigerbbs.com/180ad6f06095bcbf2b6594d26c494752","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":5,"crmLevelSwitch":1,"idStr":"3572489627147183","authorIdStr":"3572489627147183"},"htmlText":"Please like and comment. Thanks!","listText":"Please like and comment. Thanks!","text":"Please like and comment. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008324113","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008328629,"gmtCreate":1641366236907,"gmtModify":1676533606620,"author":{"id":"3585604372962377","authorId":"3585604372962377","name":"patrickLai","avatar":"https://static.tigerbbs.com/baedd77ad7c3a28da1ae2ecc8b2e88aa","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3585604372962377","authorIdStr":"3585604372962377"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008328629","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008323901,"gmtCreate":1641365777243,"gmtModify":1676533606557,"author":{"id":"4088678216292640","authorId":"4088678216292640","name":"Annie_ann29","avatar":"https://static.tigerbbs.com/74b75bf973f051fd1f70b054cc66a45c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4088678216292640","authorIdStr":"4088678216292640"},"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008323901","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008363977,"gmtCreate":1641362755340,"gmtModify":1676533606300,"author":{"id":"3581678169581963","authorId":"3581678169581963","name":"Eddieash","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581678169581963","authorIdStr":"3581678169581963"},"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008363977","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008360257,"gmtCreate":1641362447531,"gmtModify":1676533606229,"author":{"id":"3565663543754207","authorId":"3565663543754207","name":"och","avatar":"https://static.tigerbbs.com/1c195b2a32a90ae2210984600e352644","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3565663543754207","authorIdStr":"3565663543754207"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008360257","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008387726,"gmtCreate":1641362203753,"gmtModify":1676533606220,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"htmlText":"Then all my undervalued stocks will come into play now","listText":"Then all my undervalued stocks will come into play now","text":"Then all my undervalued stocks will come into play now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008387726","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008384721,"gmtCreate":1641361996890,"gmtModify":1676533606189,"author":{"id":"3582372814286152","authorId":"3582372814286152","name":"小辉goPro","avatar":"https://community-static.tradeup.com/news/92dffa198c36919245944c656eb0dd7d","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3582372814286152","authorIdStr":"3582372814286152"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008384721","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008385689,"gmtCreate":1641361826512,"gmtModify":1676533606148,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008385689","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008383725,"gmtCreate":1641360653418,"gmtModify":1676533606048,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":1,"idStr":"3555043402922696","authorIdStr":"3555043402922696"},"htmlText":"Tech care","listText":"Tech care","text":"Tech care","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008383725","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008317036,"gmtCreate":1641359792661,"gmtModify":1676533605964,"author":{"id":"3574928367638029","authorId":"3574928367638029","name":"kenong62","avatar":"https://static.tigerbbs.com/37fd00bd8cea11b8aa1aed6d9ddd9413","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574928367638029","authorIdStr":"3574928367638029"},"htmlText":"Please likeThanks","listText":"Please likeThanks","text":"Please likeThanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008317036","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008314119,"gmtCreate":1641359525984,"gmtModify":1676533605949,"author":{"id":"4090019857770890","authorId":"4090019857770890","name":"chaicka","avatar":"https://static.tigerbbs.com/c0c291a2a7983f128cf68e5b01fedd73","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4090019857770890","authorIdStr":"4090019857770890"},"htmlText":"Hopeful","listText":"Hopeful","text":"Hopeful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008314119","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9008312694,"gmtCreate":1641359071864,"gmtModify":1676533605888,"author":{"id":"4099464847810740","authorId":"4099464847810740","name":"Tyanak","avatar":"https://static.tigerbbs.com/06395489130b165c03280007e704e978","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"4099464847810740","authorIdStr":"4099464847810740"},"htmlText":"👍🏼&nbsp;","listText":"👍🏼&nbsp;","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008312694","repostId":1168960619,"repostType":4,"repost":{"id":"1168960619","kind":"news","pubTimestamp":1641335422,"share":"https://ttm.financial/m/news/1168960619?lang=&edition=fundamental","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95","url":"https://stock-news.laohu8.com/highlight/detail?id=1168960619","media":"Bloomberg","summary":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may h","content":"<html><head></head><body><ul><li>Cyclical, value shares surge amid expectations for rate hikes</li><li>Shift broadens market breadth and may help active managers</li></ul><p>After five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.</p><p>Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.</p><p>The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.</p><p><img src=\"https://static.tigerbbs.com/ccbc54c6a14e6c6777460ba28758ea66\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.</p><p>“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer &amp; Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”</p><p>Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.</p><p>The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.</p><p>Despite the bleeding in the market’s largest industry, the S&amp;P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.</p><p>To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.</p><p>Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.</p><p>Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.</p><p>“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”</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>Drubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95</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\">\nDrubbing in Tech Marks Biggest New-Year Stock Rotation Since ’95\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp\">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.bloomberg.com/news/articles/2022-01-04/drubbing-in-tech-marks-biggest-new-year-stock-rotation-since-95?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168960619","content_text":"Cyclical, value shares surge amid expectations for rate hikesShift broadens market breadth and may help active managersAfter five years of waiting for technology shares’ grip on the market to loosen, value investors are getting their hopes up at the start of 2022.Software and internet stocks sold off Tuesday, driving the Russell 1000 Growth Index down 1.1%. Meanwhile, energy and financial shares surged, leading gains among those trading at lower multiples based on profits or book value.The divergence was so wide that over the past two sessions, growth has trailed value by 1.5 percentage points. That’s the worst underperformance for growth to start a year since 1995.This rotation came alongside a spike in Treasury yields on expectations that the Federal Reserve will raise interest rates this year to tame inflation. While the prospect of higher borrowing costs have prompted traders to rethink their affection for growth stocks -- particularly those fetching nose-bleed valuations -- rate hikes could signal an accelerating economy. This could be good for cyclical companies, many of which have been shunned.“You could argue some of this rotation is the result of the higher real and nominal yields,” said Alon Rosin, Oppenheimer & Co.’s head of institutional equity derivatives. “This rotation is long overdue with large-cap tech holding up into year end. Now we have multiple compression concerns across all tech with the Fed’s liquidity spigot coming into the tightening drumbeat ahead.”Tech stocks bore the brunt of selling Tuesday and the Nasdaq 100 dropped 1.4%, the most in more than two weeks. Expensive software makers tumbled more than 4% as a group, reaching a level not seen since last June.The ARK Innovation exchange-traded fund (ARKK), the poster-child of the frenzy over hyper-growth names, sank 4.4%, while a basket of profitless technology shares plunged 4.1%.Despite the bleeding in the market’s largest industry, the S&P 500 stood firm, thanks to gains in economically sensitive shares. Energy producers and the KBW Bank Index each rallied more than 6% in the past two sessions, marking their best start for a year on record.To many investors, the rotation was a welcome development in a bull run where in a handful of tech giants have increasingly dominated equity gains, leaving the market vulnerable to company-specific risks. Broader participation is also good news for active money managers, whose gravitation toward value has contributed to years of lackluster performance when measured against their benchmarks.Granted, short value renaissances have tried to challenge growth’s dominance in recent years, as in the first quarter of 2021 and the final months of 2018. Yet they all proved fleeting.Still, some value fans are optimistic. As the Fed turns hawkish, company fundamentals and valuations will really matter.“Not many predictions for a blowout 2022, so many are allocating towards consistently profitable companies, and away from profitless,” said Larry Weiss, head of equity trading at Instinet LLC in New York. “It could be the value comeback we’ve been waiting for!”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":566,"commentSize":50,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}