Profile - To The Moon

jere09

Posts · 38Posts · 38
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- jere09jere09
  ·2022-08-24
  $Healthier Choices Management Corp.(HCMC)$How do you even remove this stock from your portfolio??
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- jere09jere09
  ·2022-05-21
  Stat positive and hold!
  @Traderopedia：
  $Tesla Motors(TSLA)$ive been cautioning since Nov 2020 the Tesla is overvalued at 900.. no one believes me . Still got some buy in 1k++ ...enjoy holding!!
  $Tesla Motors(TSLA)$ive been cautioning since Nov 2020 the Tesla is overvalued at 900.. no one believes me . Still got some buy in 1k++ ...enjoy holding!!
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- jere09jere09
  ·2022-05-03
  [Miser]
  Why Warren Buffett’s Berkshire Is Buying Activision Shares
  Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’
  Why Warren Buffett’s Berkshire Is Buying Activision Shares
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- jere09jere09
  ·2022-05-03
  Doing bad..
  U.S. Stocks To Watch: Global Payments, Moody, Mosaic and More
  Some of the stocks that may grab investor focus today are:•Wall Street expects Global Payments Inc.
  U.S. Stocks To Watch: Global Payments, Moody, Mosaic and More
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- jere09jere09
  ·2022-05-03
  Soaps
  Sorry, this post has been deleted
  2.19K Comment
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- jere09jere09
  ·2021-08-19
  Writer dreaming
  4 Hypergrowth Stocks Expected to Increase Sales 1,100% (or More) by 2025
  Revenue for these fast-paced stocks should skyrocket between 1,100% and 4,200% by mid-decade. Key P
  4 Hypergrowth Stocks Expected to Increase Sales 1,100% (or More) by 2025
  2.01K Comment
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- jere09jere09
  ·2021-08-13
  Cool
  Sorry, this post has been deleted
  2.05K Comment
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- jere09jere09
  ·2021-06-25
  Yeos
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer
  5 reasons the pandemic megatrend is over. One of the biggest investment stories of the COVID-19 pan
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer
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- jere09jere09
  ·2021-06-23
  Hoo
  Sorry, this post has been deleted
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- jere09jere09
  ·2021-06-21
  Hmm
  Answering the great inflation question of our time
  Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up
  Answering the great inflation question of our time
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href=\"https://ttm.financial/S/HCMC\">$Healthier Choices Management Corp.(HCMC)$</a>How do you even remove this stock from your portfolio??","listText":"<a href=\"https://ttm.financial/S/HCMC\">$Healthier Choices Management Corp.(HCMC)$</a>How do you even remove this stock from your portfolio??","text":"$Healthier Choices Management Corp.(HCMC)$How do you even remove this stock from your portfolio??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992195868","isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021270770,"gmtCreate":1653067857990,"gmtModify":1676535217933,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Stat positive and hold!","listText":"Stat positive and hold!","text":"Stat positive and hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021270770","repostId":"9021244488","repostType":1,"repost":{"id":9021244488,"gmtCreate":1653066713344,"gmtModify":1676535217879,"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"Traderopedia","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580625969745490","idStr":"3580625969745490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ive been cautioning since Nov 2020 the Tesla is overvalued at 900.. no one believes me . Still got some buy in 1k++ ...enjoy holding!!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ive been cautioning since Nov 2020 the Tesla is overvalued at 900.. no one believes me . Still got some buy in 1k++ ...enjoy holding!!","text":"$Tesla Motors(TSLA)$ive been cautioning since Nov 2020 the Tesla is overvalued at 900.. no one believes me . Still got some buy in 1k++ ...enjoy holding!!","images":[{"img":"https://community-static.tradeup.com/news/e38663552b1865180111900c732e45f3","width":"720","height":"2124"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021244488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063460945,"gmtCreate":1651508205309,"gmtModify":1676534918293,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063460945","repostId":"1104589761","repostType":4,"repost":{"id":"1104589761","kind":"news","pubTimestamp":1651481984,"share":"https://ttm.financial/m/news/1104589761?lang=&edition=fundamental","pubTime":"2022-05-02 16:59","market":"us","language":"en","title":"Why Warren Buffett’s Berkshire Is Buying Activision Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1104589761","media":"tipranks","summary":"Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’","content":"<html><head></head><body><p>Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in an all-cash transaction valuing it at $68.7 billion.</p><p>At Berkshire’s 2022 annual shareholder meeting on April 30, Buffett revealed a stake of about 9.5% in Activision. The investment reflects a bet that the Microsoft-Activision deal will be completed. Activision shares closed at $75.60 on April 29, about 20% below Microsoft’s proposed buyout price of $95 per share. With Activision stock trading at a discount to Microsoft’s buyout offer, Buffett sees an arbitrage opportunity.</p><p>“If the deal goes through, we make some money, and if the deal doesn’t go through, who knows what happens,” CNBC quoted Buffett as telling Berkshire shareholders.</p><h2>When Will the Microsoft-Activision Deal Close?</h2><p>Microsoft expects to close the Activision acquisition by July 2023. The deal needs to obtain regulatory approvals in the U.S., the EU, and other jurisdictions before it can be completed. Buffett told shareholders that he does not know what the regulators will do, but he knows that Microsoft has the money to complete the transaction.</p><p>Microsoft expects the Activision acquisition to bolster its metaverse ambitions. It said that buying Activision would provide it with the metaverse building blocks. Investment bank Citigroup estimates that the metaverse economic opportunity could reach as much as $13 trillion by 2030.</p><h2>Activision Shareholders Give Their Blessing to the Microsoft Deal</h2><p>Activision shareholders voted on April 28 to approve the Microsoft buyout deal. More than 98% of shareholders voted in favor of the transaction. However, Activision’s shares trading below the buyout price indicates that some investors doubt the deal will be completed.</p><h2>Wall Street’s Take</h2><p>The rest of the Street is cautiously optimistic about Activision stock with a Moderate Buy consensus rating based on six Buys versus three Holds. The average Activision Blizzard price target of $95.56 implies 26.4% upside potential to current levels. Shares have increased 12.8% year-to-date.</p><h2>Blogger Opinions</h2><p>TipRanks data shows that financial blogger opinions are 90% Bullish on ATVI, compared to a sector average of 68%.</p><h2>Key Takeaways</h2><p>The arbitrage opportunity in Activision Blizzard looks attractive for investors buying the stock at the current levels. However, even if the merger were to fall through, Activision still has bright prospects, considering that the video gaming industry is expected to continue to grow.</p><p>Discover new investment ideas with data you can trust.</p></body></html>","source":"lsy1606183248679","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>Why Warren Buffett’s Berkshire Is Buying Activision Shares</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\">\nWhy Warren Buffett’s Berkshire Is Buying Activision Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/><strong>tipranks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in ...</p>\n\n<a href=\"https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","ATVI":"动视暴雪","BRK.A":"伯克希尔"},"source_url":"https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104589761","content_text":"Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in an all-cash transaction valuing it at $68.7 billion.At Berkshire’s 2022 annual shareholder meeting on April 30, Buffett revealed a stake of about 9.5% in Activision. The investment reflects a bet that the Microsoft-Activision deal will be completed. Activision shares closed at $75.60 on April 29, about 20% below Microsoft’s proposed buyout price of $95 per share. With Activision stock trading at a discount to Microsoft’s buyout offer, Buffett sees an arbitrage opportunity.“If the deal goes through, we make some money, and if the deal doesn’t go through, who knows what happens,” CNBC quoted Buffett as telling Berkshire shareholders.When Will the Microsoft-Activision Deal Close?Microsoft expects to close the Activision acquisition by July 2023. The deal needs to obtain regulatory approvals in the U.S., the EU, and other jurisdictions before it can be completed. Buffett told shareholders that he does not know what the regulators will do, but he knows that Microsoft has the money to complete the transaction.Microsoft expects the Activision acquisition to bolster its metaverse ambitions. It said that buying Activision would provide it with the metaverse building blocks. Investment bank Citigroup estimates that the metaverse economic opportunity could reach as much as $13 trillion by 2030.Activision Shareholders Give Their Blessing to the Microsoft DealActivision shareholders voted on April 28 to approve the Microsoft buyout deal. More than 98% of shareholders voted in favor of the transaction. However, Activision’s shares trading below the buyout price indicates that some investors doubt the deal will be completed.Wall Street’s TakeThe rest of the Street is cautiously optimistic about Activision stock with a Moderate Buy consensus rating based on six Buys versus three Holds. The average Activision Blizzard price target of $95.56 implies 26.4% upside potential to current levels. Shares have increased 12.8% year-to-date.Blogger OpinionsTipRanks data shows that financial blogger opinions are 90% Bullish on ATVI, compared to a sector average of 68%.Key TakeawaysThe arbitrage opportunity in Activision Blizzard looks attractive for investors buying the stock at the current levels. However, even if the merger were to fall through, Activision still has bright prospects, considering that the video gaming industry is expected to continue to grow.Discover new investment ideas with data you can trust.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063487785,"gmtCreate":1651508192584,"gmtModify":1676534918284,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"&nbsp;Doing bad..","listText":"&nbsp;Doing bad..","text":"Doing bad..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063487785","repostId":"1155154275","repostType":4,"repost":{"id":"1155154275","kind":"news","pubTimestamp":1651482539,"share":"https://ttm.financial/m/news/1155154275?lang=&edition=fundamental","pubTime":"2022-05-02 17:08","market":"us","language":"en","title":"U.S. Stocks To Watch: Global Payments, Moody, Mosaic and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1155154275","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:•Wall Street expects  Global Payments Inc.","content":"<div>\n<p>Some of the stocks that may grab investor focus today are:•Wall Street expects  Global Payments Inc.  GPN to report quarterly earnings at $2.04 per share on revenue of $1.96 billion before the opening...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/05/26923284/5-stocks-to-watch-for-may-2-2022\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Global Payments, Moody, Mosaic and More</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\">\nU.S. Stocks To Watch: Global Payments, Moody, Mosaic and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/05/26923284/5-stocks-to-watch-for-may-2-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:•Wall Street expects  Global Payments Inc.  GPN to report quarterly earnings at $2.04 per share on revenue of $1.96 billion before the opening...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/05/26923284/5-stocks-to-watch-for-may-2-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GPN":"环汇有限公司","WMB":"威廉姆斯","MOS":"美国美盛","MSEX":"米德尔赛克斯水务公司","MCO":"穆迪"},"source_url":"https://www.benzinga.com/news/earnings/22/05/26923284/5-stocks-to-watch-for-may-2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155154275","content_text":"Some of the stocks that may grab investor focus today are:•Wall Street expects  Global Payments Inc.  GPN to report quarterly earnings at $2.04 per share on revenue of $1.96 billion before the opening bell. Global Payments shares gained 0.4% to $137.55 in after-hours trading.•Analysts expect  The Mosaic Company MOS to post quarterly earnings at $2.41 per share on revenue of $4.08 billion after the closing bell. Mosaic shares dropped 4.4% to close at $62.42 on Friday.•Middlesex Water Company  MSEX said its Q1 consolidated operating revenues increased $3.7 million to $36.2 million from the year-ago period. Diluted EPS came in at $0.68 per share, up from $0.39 per share in the year-ago period. Middlesex Water shares gained 0.8% to $89.70 in the after-hours trading session.•Before the opening bell,  Moody's Corporation MCO is projected to report quarterly earnings at $2.90 per share on revenue of $1.51 billion. Moody's shares gained 2.1% to $323.00 in pre-market trading.•Analysts are expecting  The Williams Companies, Inc.  WMB to have earned $0.35 per share on revenue of $2.93 billion for the latest quarter. The company will release earnings after the markets close. Williams Companies shares gained 1.7% to $34.87 in pre-market trading.","news_type":1,"symbols_score_info":{"MSEX":0.9,"GPN":0.9,"MCO":0.9,"MOS":0.9,"WMB":0.9}},"isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063487505,"gmtCreate":1651508180524,"gmtModify":1676534918285,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Soaps","listText":"Soaps","text":"Soaps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063487505","repostId":"2232486667","repostType":4,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831605779,"gmtCreate":1629307098091,"gmtModify":1676529999202,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Writer dreaming&nbsp;","listText":"Writer dreaming&nbsp;","text":"Writer dreaming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831605779","repostId":"1122814365","repostType":4,"repost":{"id":"1122814365","kind":"news","pubTimestamp":1629292156,"share":"https://ttm.financial/m/news/1122814365?lang=&edition=fundamental","pubTime":"2021-08-18 21:09","market":"us","language":"en","title":"4 Hypergrowth Stocks Expected to Increase Sales 1,100% (or More) by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1122814365","media":"Motley Fool","summary":"Revenue for these fast-paced stocks should skyrocket between 1,100% and 4,200% by mid-decade.\n\nKey P","content":"<blockquote>\n <b>Revenue for these fast-paced stocks should skyrocket between 1,100% and 4,200% by mid-decade.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Rapid sales growth doesn't always tell you the full story about a company.</li>\n</ul>\n<p>For the past 12 years, growth stocks have been all the rage on Wall Street -- and with good reason. Historically low lending rates and abundant access to this cheap capital have fueled hiring, innovation, and even acquisitions among fast-paced companies.</p>\n<p>But for some growth stocks, the expected uptick in revenue is just getting started. According to consensus estimates from Wall Street, the following four hypergrowth stocks are expected to increase their sales by anywhere from 1,100% to more than 4,200% over the next three to five years.</p>\n<p><b>Novavax: Implied sales growth of 1,337% by 2025</b></p>\n<p>Biotech stocksare always a good bet to see their sales rocket from zero to hero with their first drug approval. Clinical-stage drug developer<b>Novavax</b>(NASDAQ:NVAX)is expected to do even more with the expected emergency-use authorization (EUA) approval of its coronavirus disease 2019 (COVID-19) vaccine, NVX-CoV2373. Per Wall Street, Novavax could see sales catapult from nearly $476 million in 2020 to roughly $6.84 billion by 2025.</p>\n<p>To date, Novavax has run two large-scale clinical trials for its COVID-19 vaccine. In March, phase 3 trial data from the U.K. showed a vaccine efficacy (VE) of 89.7%. Data from the second phase 3 study, conducted in the U.S. and Mexico, was released in June and demonstrated a very similar VE of 90.4%. Theeffectiveness of Novavax's vaccinemakes it very likely that it'll soon be authorized in developed markets like the U.S., U.K., and Europe, and could play a key role in emerging markets, as well. Novavax may also push vaccines with lower perceived efficacy --<b>Johnson &amp; Johnson</b>&nbsp;and<b>AstraZeneca</b>&nbsp;-- to the back of the line.</p>\n<p>The only real drag for Novavax shareholders has been the company'snumerous delays in filing for EUA. Initially expected to go after EUA in the U.S. in the second quarter, the company now anticipates filing the appropriate paperwork during the fourth quarter. There have also been concerns about the company's timeline to ramp up vaccine production to full capacity.</p>\n<p>Nevertheless, these delays of a quarter or two aren't going to hamper Novavax's longer-term prospects, which appear to be buoyed by the development of disease variants. The company's ability to quickly develop a vaccine, as well as its early stage research that combines influenza and COVID-19 into a single booster shot, should keep Novavax on the map for a long time to come.</p>\n<p><b>Blink Charging: Implied sales growth of 2,352% by 2025</b></p>\n<p>Another growth stocks with (pun intended) supercharged sales growth potential over the next five years is<b>Blink Charging</b>(NASDAQ:BLNK). Blink provides electric-vehicle (EV) charging infrastructure, as well as owns charging station networks.</p>\n<p>The logic behind Blink's growth is pretty easy to wrap your hands around. Last year, 1.8% of all new vehicles registered in the U.S. were EVs. But by 2025, an IHS Markit study predicts that 10% of all new vehicle registrations will be EVs.&nbsp; As the electrification of America takes shape, demand for charging infrastructureis only going to tick higher. There should be plenty of room for ancillary EV players like Blink Charging to take advantage of this trend for decades to come.</p>\n<p>Based on Wall Street's consensus estimate, Blink Charging is expected to grow its sales from a reported $6.2 million in 2020 to $152 million by mid-decade. That's a 2,352% revenue increase, for those of you keeping score at home.</p>\n<p>However, Blink's future is far from certain. Its current market cap places it at a multiple of 9 times estimated sales for 2025, and it's not particularly close to generating a profit. The company alsodoesn't appear to be investing any of its cash into research and development.&nbsp; With no true means to stand out, it's quite possible Blink Charging gets left in the dust by its competition.</p>\n<p><b>Jushi Holdings: Implied sales growth of 1,101% by 2024</b></p>\n<p>U.S.marijuana stocks&nbsp;are a fantastic bet to deliver triple-digit aggregate sales growth over the next three to five years as new states legalize pot and already legalized states benefit from organic growth. But you can forget about triple-digit sales growth with multistate operator<b>Jushi Holdings</b>(OTC:JUSHF). According to estimates from&nbsp;<b>FactSet</b>, Jushi's projected push to $969 million in annual revenue by 2024 would mark a 1,101% increase from the $80.7 million in sales generated last year.</p>\n<p>Operating in the highly lucrative U.S. market is bound to give Jushi a boost. We've already seen 36 states legalize cannabis in some capacity, 18 of which have passed legislation to allow for the consumption and/or retail sale of adult-use weed. If New Frontier Data's latest report on the U.S. pot industry proves accurate, legal weed sales could grow by an annualized average of 21% through 2025, ultimately hitting north of $41 billion.</p>\n<p>Jushi is a relatively small player in the cannabis space, for the time being. It has 20 operating dispensaries, but will likely end the year closer to 30, inclusive of organic openings and acquisitions. The company's&nbsp;core focus is on a trio of limited-license states: Virginia, Pennsylvania, and Illinois. The former issues licenses based on jurisdiction, whereas the latter two limit the aggregate number of retail and cultivation licenses assigned. By targeting limited-license states, Jushi will be somewhat protected from competitors with deeper pockets.</p>\n<p>Similar to Novavax, Jushi is expected to turn the corner to recurring profitability in 2022. It looks to be one of the&nbsp;biggest bargains in the cannabis industry.</p>\n<p><b>Riot Blockchain: Implied sales growth of 4,231% by 2023</b></p>\n<p>The last hypergrowth stock expected to deliver insane revenue growth in the coming years is&nbsp;cryptocurrency miningcompany<b>Riot Blockchain</b>(NASDAQ:RIOT). After reporting just $12.1 million in full-year sales in 2020, Wall Street is expecting Riot to bring in $524 million in revenue by 2023. That's a greater than 4,200% sales increase in just three years.</p>\n<p>Cryptocurrency miners are people or companies that use high-powered computers to solve complex mathematical equations to validate groups of transactions known as a block. For doing so, crypto miners are paid a block reward. In Riot's case, its revenue is soaring becauseit's building up its farmto mine&nbsp;<b>Bitcoin</b>(CRYPTO:BTC), the world's largest digital currency by market cap. The Bitcoin block reward equates to 6.25 Bitcoin, which is worth about $287,000, as of August 15.</p>\n<p>As of the end of July, Riot Blockchain held approximately 2,687 Bitcoin on its balance sheet (these are tokens the company has mined since inception), with plans to have 25,946 Antminers in operation by early September. The goal for Riot Blockchain is to have its full fleet of miners (81,146 Antminers) in operation by the fourth quarter of 2022.</p>\n<p>While the sales growth in Bitcoin mining stocks is undeniable, therisks are hard to overlook, as well. Instead of being reliant on innovation, Riot is entirely dependent on investor sentiment in Bitcoin and the price of the token. We've also witnessed three declines of at least 80% in Bitcoin over the past decade, which could potentially crush Riot Blockchain's operating model.</p>\n<p>But the real concern is that there's no barrier to entry in the crypto mining space, and Bitcoin block rewards will halve to 3.125 tokens by 2024. This is a highly competitive space with decreasing rewards.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Hypergrowth Stocks Expected to Increase Sales 1,100% (or More) by 2025</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\">\n4 Hypergrowth Stocks Expected to Increase Sales 1,100% (or More) by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 21:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/18/4-hypergrowth-stocks-increase-sales-1100-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revenue for these fast-paced stocks should skyrocket between 1,100% and 4,200% by mid-decade.\n\nKey Points\n\nRapid sales growth doesn't always tell you the full story about a company.\n\nFor the past 12 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/18/4-hypergrowth-stocks-increase-sales-1100-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","RIOT":"Riot Platforms","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/08/18/4-hypergrowth-stocks-increase-sales-1100-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122814365","content_text":"Revenue for these fast-paced stocks should skyrocket between 1,100% and 4,200% by mid-decade.\n\nKey Points\n\nRapid sales growth doesn't always tell you the full story about a company.\n\nFor the past 12 years, growth stocks have been all the rage on Wall Street -- and with good reason. Historically low lending rates and abundant access to this cheap capital have fueled hiring, innovation, and even acquisitions among fast-paced companies.\nBut for some growth stocks, the expected uptick in revenue is just getting started. According to consensus estimates from Wall Street, the following four hypergrowth stocks are expected to increase their sales by anywhere from 1,100% to more than 4,200% over the next three to five years.\nNovavax: Implied sales growth of 1,337% by 2025\nBiotech stocksare always a good bet to see their sales rocket from zero to hero with their first drug approval. Clinical-stage drug developerNovavax(NASDAQ:NVAX)is expected to do even more with the expected emergency-use authorization (EUA) approval of its coronavirus disease 2019 (COVID-19) vaccine, NVX-CoV2373. Per Wall Street, Novavax could see sales catapult from nearly $476 million in 2020 to roughly $6.84 billion by 2025.\nTo date, Novavax has run two large-scale clinical trials for its COVID-19 vaccine. In March, phase 3 trial data from the U.K. showed a vaccine efficacy (VE) of 89.7%. Data from the second phase 3 study, conducted in the U.S. and Mexico, was released in June and demonstrated a very similar VE of 90.4%. Theeffectiveness of Novavax's vaccinemakes it very likely that it'll soon be authorized in developed markets like the U.S., U.K., and Europe, and could play a key role in emerging markets, as well. Novavax may also push vaccines with lower perceived efficacy --Johnson & Johnson andAstraZeneca -- to the back of the line.\nThe only real drag for Novavax shareholders has been the company'snumerous delays in filing for EUA. Initially expected to go after EUA in the U.S. in the second quarter, the company now anticipates filing the appropriate paperwork during the fourth quarter. There have also been concerns about the company's timeline to ramp up vaccine production to full capacity.\nNevertheless, these delays of a quarter or two aren't going to hamper Novavax's longer-term prospects, which appear to be buoyed by the development of disease variants. The company's ability to quickly develop a vaccine, as well as its early stage research that combines influenza and COVID-19 into a single booster shot, should keep Novavax on the map for a long time to come.\nBlink Charging: Implied sales growth of 2,352% by 2025\nAnother growth stocks with (pun intended) supercharged sales growth potential over the next five years isBlink Charging(NASDAQ:BLNK). Blink provides electric-vehicle (EV) charging infrastructure, as well as owns charging station networks.\nThe logic behind Blink's growth is pretty easy to wrap your hands around. Last year, 1.8% of all new vehicles registered in the U.S. were EVs. But by 2025, an IHS Markit study predicts that 10% of all new vehicle registrations will be EVs.  As the electrification of America takes shape, demand for charging infrastructureis only going to tick higher. There should be plenty of room for ancillary EV players like Blink Charging to take advantage of this trend for decades to come.\nBased on Wall Street's consensus estimate, Blink Charging is expected to grow its sales from a reported $6.2 million in 2020 to $152 million by mid-decade. That's a 2,352% revenue increase, for those of you keeping score at home.\nHowever, Blink's future is far from certain. Its current market cap places it at a multiple of 9 times estimated sales for 2025, and it's not particularly close to generating a profit. The company alsodoesn't appear to be investing any of its cash into research and development.  With no true means to stand out, it's quite possible Blink Charging gets left in the dust by its competition.\nJushi Holdings: Implied sales growth of 1,101% by 2024\nU.S.marijuana stocks are a fantastic bet to deliver triple-digit aggregate sales growth over the next three to five years as new states legalize pot and already legalized states benefit from organic growth. But you can forget about triple-digit sales growth with multistate operatorJushi Holdings(OTC:JUSHF). According to estimates from FactSet, Jushi's projected push to $969 million in annual revenue by 2024 would mark a 1,101% increase from the $80.7 million in sales generated last year.\nOperating in the highly lucrative U.S. market is bound to give Jushi a boost. We've already seen 36 states legalize cannabis in some capacity, 18 of which have passed legislation to allow for the consumption and/or retail sale of adult-use weed. If New Frontier Data's latest report on the U.S. pot industry proves accurate, legal weed sales could grow by an annualized average of 21% through 2025, ultimately hitting north of $41 billion.\nJushi is a relatively small player in the cannabis space, for the time being. It has 20 operating dispensaries, but will likely end the year closer to 30, inclusive of organic openings and acquisitions. The company's core focus is on a trio of limited-license states: Virginia, Pennsylvania, and Illinois. The former issues licenses based on jurisdiction, whereas the latter two limit the aggregate number of retail and cultivation licenses assigned. By targeting limited-license states, Jushi will be somewhat protected from competitors with deeper pockets.\nSimilar to Novavax, Jushi is expected to turn the corner to recurring profitability in 2022. It looks to be one of the biggest bargains in the cannabis industry.\nRiot Blockchain: Implied sales growth of 4,231% by 2023\nThe last hypergrowth stock expected to deliver insane revenue growth in the coming years is cryptocurrency miningcompanyRiot Blockchain(NASDAQ:RIOT). After reporting just $12.1 million in full-year sales in 2020, Wall Street is expecting Riot to bring in $524 million in revenue by 2023. That's a greater than 4,200% sales increase in just three years.\nCryptocurrency miners are people or companies that use high-powered computers to solve complex mathematical equations to validate groups of transactions known as a block. For doing so, crypto miners are paid a block reward. In Riot's case, its revenue is soaring becauseit's building up its farmto mine Bitcoin(CRYPTO:BTC), the world's largest digital currency by market cap. The Bitcoin block reward equates to 6.25 Bitcoin, which is worth about $287,000, as of August 15.\nAs of the end of July, Riot Blockchain held approximately 2,687 Bitcoin on its balance sheet (these are tokens the company has mined since inception), with plans to have 25,946 Antminers in operation by early September. The goal for Riot Blockchain is to have its full fleet of miners (81,146 Antminers) in operation by the fourth quarter of 2022.\nWhile the sales growth in Bitcoin mining stocks is undeniable, therisks are hard to overlook, as well. Instead of being reliant on innovation, Riot is entirely dependent on investor sentiment in Bitcoin and the price of the token. We've also witnessed three declines of at least 80% in Bitcoin over the past decade, which could potentially crush Riot Blockchain's operating model.\nBut the real concern is that there's no barrier to entry in the crypto mining space, and Bitcoin block rewards will halve to 3.125 tokens by 2024. This is a highly competitive space with decreasing rewards.","news_type":1,"symbols_score_info":{"BLNK":0.9,"BLNKW":0.9,"RIOT":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894179909,"gmtCreate":1628813846501,"gmtModify":1676529861587,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894179909","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126636061,"gmtCreate":1624557176453,"gmtModify":1703840367221,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Yeos","listText":"Yeos","text":"Yeos","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/126636061","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://ttm.financial/m/news/1187819280?lang=&edition=fundamental","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129448702,"gmtCreate":1624383995206,"gmtModify":1703835215925,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Hoo","listText":"Hoo","text":"Hoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129448702","repostId":"2145052095","repostType":4,"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164240318,"gmtCreate":1624213341234,"gmtModify":1703830719329,"author":{"id":"3567151834562262","authorId":"3567151834562262","name":"jere09","avatar":"https://static.tigerbbs.com/1f87201729ff5ad1f67d90d43500e233","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567151834562262","idStr":"3567151834562262"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164240318","repostId":"1133385197","repostType":4,"repost":{"id":"1133385197","kind":"news","pubTimestamp":1624151969,"share":"https://ttm.financial/m/news/1133385197?lang=&edition=fundamental","pubTime":"2021-06-20 09:19","market":"us","language":"en","title":"Answering the great inflation question of our time","url":"https://stock-news.laohu8.com/highlight/detail?id=1133385197","media":"finance.yahoo","summary":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up","content":"<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.</p>\n<p>Unfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”</p>\n<p>The current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?</p>\n<p>Before I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.</p>\n<p>As an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.</p>\n<p>Until now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)</p>\n<p><img src=\"https://static.tigerbbs.com/87f75dfcb98fb5a0e7c3f9d3f8d336e2\" tg-width=\"705\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>Used car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.</p>\n<p>To be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)</p>\n<p>But that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&amp;P 500 down 1.91% this week, its worst week since February.</p>\n<p>Given this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.</p>\n<p>Now I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.</p>\n<p>As for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.</p>\n<p>Which brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.</p>\n<p>“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”</p>\n<p>“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.</p>\n<p>COVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.</p>\n<p>A prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.</p>\n<p>Another secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.</p>\n<p><b>Anti-inflation forces</b></p>\n<p>But here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?</p>\n<p>I say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”</p>\n<p>To buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.</p>\n<p>To me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.</p>\n<p>Not only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.</p>\n<p>So technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.</p>\n<p>There is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.</p>\n<p>After World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)</p>\n<p>Like its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.</p>\n<p>The internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.</p>\n<p>So technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.</p>\n<p>COVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.</p>\n<p>How significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.</p>\n<p>More downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”</p>\n<p>And so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”</p>\n<p>I don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)</p>","source":"lsy1612507957220","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>Answering the great inflation question of our time</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\">\nAnswering the great inflation question of our time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these...</p>\n\n<a href=\"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133385197","content_text":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”\nThe current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?\nBefore I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.\nAs an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.\nUntil now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)\n\nUsed car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.\nTo be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)\nBut that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&P 500 down 1.91% this week, its worst week since February.\nGiven this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.\nNow I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.\nAs for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.\nWhich brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.\n“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”\n“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.\nCOVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.\nA prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.\nAnother secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.\nAnti-inflation forces\nBut here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?\nI say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”\nTo buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.\nTo me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.\nNot only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.\nSo technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.\nThere is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.\nAfter World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)\nLike its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.\nThe internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.\nSo technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.\nCOVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.\nHow significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.\nMore downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”\nAnd so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”\nI don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}