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joyciology

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- joyciologyjoyciology
  ·2022-05-14
  Cool
  Sorry, this post has been deleted
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- joyciologyjoyciology
  ·2022-03-04
  Ohmy
  Ocugen: FDA Declines EUA for Covid-19 Vaccine in Ages 2 to 18
  Ocugen Inc. said Friday that the U.S. Food and Drug Administration has declined to issue an Emergenc
  Ocugen: FDA Declines EUA for Covid-19 Vaccine in Ages 2 to 18
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- joyciologyjoyciology
  ·2022-02-15
  Yeaa
  Marriott posts profit as vaccinations, holiday traffic boost hotel occupancy
  Feb 15 (Reuters) - Marriott International Inc posted a quarterly profit on Tuesday, compared to a ye
  Marriott posts profit as vaccinations, holiday traffic boost hotel occupancy
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- joyciologyjoyciology
  ·2022-01-25
  Hmm
  Down 60%, Is It Time to Buy DigitalOcean Stock?
  The cloud computing stock is a lot cheaper than it was a few months ago.
  Down 60%, Is It Time to Buy DigitalOcean Stock?
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- joyciologyjoyciology
  ·2021-09-03
  Comment
  Sorry, this post has been deleted
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- joyciologyjoyciology
  ·2021-09-03
  Oooh
  Sorry, this post has been deleted
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- joyciologyjoyciology
  ·2021-08-17
  What do you think?
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- joyciologyjoyciology
  ·2021-07-10
  Nice
  A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?
  Investors must decide whether they believe stalling economic growth is a bigger threat than an infla
  A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?
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- joyciologyjoyciology
  ·2021-07-07
  $BlackBerry(BB)$ohwell
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- joyciologyjoyciology
  ·2021-06-30
  Yes!
  Sorry, this post has been deleted
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20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ocugen Inc. said Friday that the U.S. Food and Drug Administration has declined to issue an Emergency Use Authorization for Covaxin.</p><p>The biopharmaceutical company said its Covaxin vaccine&#39;s EUA was for active immunization to prevent Covid-19 caused by SARS-CoV-2 in individuals 2 to 18 years of age.</p><p>Ocugen said it intends to continue working with the FDA to evaluate the regulatory pathway for the pediatric use of Covaxin.</p><p>Ocugen shares were down 30%, to $2.3, in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/058278fe5f4ff9650db8611f698fda5b\" tg-width=\"840\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100317858","content_text":"Ocugen Inc. said Friday that the U.S. Food and Drug Administration has declined to issue an Emergency Use Authorization for Covaxin.The biopharmaceutical company said its Covaxin vaccine's EUA was for active immunization to prevent Covid-19 caused by SARS-CoV-2 in individuals 2 to 18 years of age.Ocugen said it intends to continue working with the FDA to evaluate the regulatory pathway for the pediatric use of Covaxin.Ocugen shares were down 30%, to $2.3, in premarket 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comforts of luxury stays during the holiday season.</p><p>Marriott has benefited from reopening of international borders and leniency in travel restrictions, especially in its prime North America and Europe markets.</p><p>&#34;Each of our regions saw meaningful continued RevPAR recovery in the fourth quarter compared to the third quarter, with the exception of Greater China, where recovery stalled due to their zero COVID policy,&#34; Chief Executive Officer Anthony Capuano said.</p><p>Occupancy in the JW Marriott and Ritz-Carlton owner&#39;s key U.S. and Canada region stood at 60% in the fourth quarter, compared with 35.1% a year earlier. Occupancy in Greater China region was 54.1%.</p><p>Marriott&#39;s quarterly revenue more than doubled to $4.45 billion from last year.</p><p>The company reported a net income of $468 million, or $1.42 per share, for the fourth quarter ended Dec. 31 compared to a loss of $164 million or 50 cents per share, a year earlier.</p><p>Marriott shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/8106467ce47de3c45febbcd0a66fc313\" tg-width=\"705\" tg-height=\"602\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marriott posts profit as vaccinations, holiday traffic boost hotel occupancy</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; 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}\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\">\nMarriott posts profit as vaccinations, holiday traffic boost hotel occupancy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-15 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 15 (Reuters) - Marriott International Inc posted a quarterly profit on Tuesday, compared to a year-ago loss, as increasing vaccination rates and holiday-season traffic boosted occupancy rates across its hotels.</p><p>Rising vaccination rates worldwide have given the pandemic-battered hotel industry some space to breathe, with customers returning to the comforts of luxury stays during the holiday season.</p><p>Marriott has benefited from reopening of international borders and leniency in travel restrictions, especially in its prime North America and Europe markets.</p><p>&#34;Each of our regions saw meaningful continued RevPAR recovery in the fourth quarter compared to the third quarter, with the exception of Greater China, where recovery stalled due to their zero COVID policy,&#34; Chief Executive Officer Anthony Capuano said.</p><p>Occupancy in the JW Marriott and Ritz-Carlton owner&#39;s key U.S. and Canada region stood at 60% in the fourth quarter, compared with 35.1% a year earlier. Occupancy in Greater China region was 54.1%.</p><p>Marriott&#39;s quarterly revenue more than doubled to $4.45 billion from last year.</p><p>The company reported a net income of $468 million, or $1.42 per share, for the fourth quarter ended Dec. 31 compared to a loss of $164 million or 50 cents per share, a year earlier.</p><p>Marriott shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/8106467ce47de3c45febbcd0a66fc313\" tg-width=\"705\" tg-height=\"602\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MAR":"万豪酒店"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181919702","content_text":"Feb 15 (Reuters) - Marriott International Inc posted a quarterly profit on Tuesday, compared to a year-ago loss, as increasing vaccination rates and holiday-season traffic boosted occupancy rates across its hotels.Rising vaccination rates worldwide have given the pandemic-battered hotel industry some space to breathe, with customers returning to the comforts of luxury stays during the holiday season.Marriott has benefited from reopening of international borders and leniency in travel restrictions, especially in its prime North America and Europe markets.\"Each of our regions saw meaningful continued RevPAR recovery in the fourth quarter compared to the third quarter, with the exception of Greater China, where recovery stalled due to their zero COVID policy,\" Chief Executive Officer Anthony Capuano said.Occupancy in the JW Marriott and Ritz-Carlton owner's key U.S. and Canada region stood at 60% in the fourth quarter, compared with 35.1% a year earlier. Occupancy in Greater China region was 54.1%.Marriott's quarterly revenue more than doubled to $4.45 billion from last year.The company reported a net income of $468 million, or $1.42 per share, for the fourth quarter ended Dec. 31 compared to a loss of $164 million or 50 cents per share, a year earlier.Marriott shares rose nearly 4% in premarket trading.","news_type":1,"symbols_score_info":{"MAR":0.9}},"isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090903041,"gmtCreate":1643061692848,"gmtModify":1676533768759,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"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/9090903041","repostId":"2205009938","repostType":4,"repost":{"id":"2205009938","kind":"highlight","pubTimestamp":1643036003,"share":"https://ttm.financial/m/news/2205009938?lang=&edition=fundamental","pubTime":"2022-01-24 22:53","market":"us","language":"en","title":"Down 60%, Is It Time to Buy DigitalOcean Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205009938","media":"Motley Fool","summary":"The cloud computing stock is a lot cheaper than it was a few months ago.","content":"<div>\n<p>Cloud computing provider DigitalOcean (NYSE:DOCN) went public last March and quickly became a market darling. The stock rocketed higher in the second half of 2021, topping out around $133 per share. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/down-60-is-it-time-to-buy-digitalocean-stock/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 60%, Is It Time to Buy DigitalOcean Stock?</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\">\nDown 60%, Is It Time to Buy DigitalOcean Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/down-60-is-it-time-to-buy-digitalocean-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud computing provider DigitalOcean (NYSE:DOCN) went public last March and quickly became a market darling. The stock rocketed higher in the second half of 2021, topping out around $133 per share. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/down-60-is-it-time-to-buy-digitalocean-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4122":"互联网与直销零售","BK4116":"互联网服务与基础架构","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","DOCN":"DigitalOcean Holdings, Inc.","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4561":"索罗斯持仓","AMZN":"亚马逊","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","GOOG":"谷歌","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/01/24/down-60-is-it-time-to-buy-digitalocean-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205009938","content_text":"Cloud computing provider DigitalOcean (NYSE:DOCN) went public last March and quickly became a market darling. The stock rocketed higher in the second half of 2021, topping out around $133 per share. That's nearly triple the IPO price of $47 per share.Enthusiasm for the disruptive cloud company has all but vanished over the past few months. The stock now trades just a few dollars higher than its IPO price following a brutal decline. Nothing about the company or its story has really changed, but investor sentiment has done a 180.With shares of DigitalOcean so beaten down, is now a good time to buy the stock? Let's look at the pros and cons of investing in the cloud computing provider.Why you should buy DigitalOceanIt may seem the cloud computing market has already been won by Amazon Web Services (AWS), Microsoft Azure, and Alphabet's Google Cloud. These cloud giants take in the majority of spending on cloud infrastructure services, offer an immense list of products and features, and are backed by trillion-dollar companies.But it's not that simple. The big cloud platforms do a great job serving enterprise customers, but they're not really tuned for small businesses or individual developers. Pricing is complex and sometimes opaque, getting started is not easy, and the sheer number of options can be overwhelming. If you need real support, you'll probably have to pay for it.DigitalOcean is in some ways the anti-AWS. The company's platform puts simplicity above all else, offering a short list of products, simple and transparent pricing, and a wealth of resources to help developers. Spinning up a virtual server or database is quick and easy, and the company doesn't try to lock in customers by charging excessive data transfer fees.This type of platform is exactly what many developers want, and it shows. DigitalOcean has around 600,000 customers, and those customers are happily ramping up spending on the platform. In its most recent quarter, average revenue per customer jumped 28% and the net dollar retention rate hit 116%. DigitalOcean has a decent amount of churn because its customers skew small, but those who stick around are happy with the platform, by all indications.DigitalOcean is targeting 30% annual revenue growth in the long run. That will require solid execution, but the potential is certainly there. The company expects to report revenue of around $428 million for 2021, a tiny fraction of the $115 billion market it expects to be growing into by 2024. DigitalOcean is clearly resonating with developers, and it can grow into a much larger company if it can maintain that momentum.Why you should avoid DigitalOceanThere are two big risks for DigitalOcean investors.First, there is a tremendous amount of competition. Not only is DigitalOcean going up against cloud giants with deep pockets, but there are also plenty of privately held cloud companies going after smaller customers. There's Linode, Vultr, and UpCloud, to name a few. DigitalOcean is far from the only game in town.There are also platforms that focus more strictly on application development and hosting. Netlify, Vercel, and even Cloudflare offer the ability to host websites and execute backend logic. For many developers, not needing to worry about cloud servers is a big selling point.Second, there's the matter of valuation. DigitalOcean stock has fallen sharply, but it's still not particularly cheap. Valued around $5.7 billion, DigitalOcean trades for roughly 13 times sales. The company isn't profitable, although it is producing some free cash flow.DigitalOcean is not a software company, so it certainly does not deserve the ultra-high valuations some software companies have been awarded. A double-digit price-to-sales ratio looks a bit optimistic.A mixed bagThere are a lot of companies gunning for the same customers that DigitalOcean is going after. In the portion of the cloud computing market not dominated by the cloud giants, competition is heating up. There's room to innovate on developer experience, and the opportunity is enormous.There will probably be multiple winners, and DigitalOcean can certainly be one of them if it can continue to win over developers. But investors need to weigh that against a lofty valuation and an ever-growing slate of competitors.","news_type":1,"symbols_score_info":{"AMZN":0.83,"DOCN":1,"GOOGL":0.62,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812476565,"gmtCreate":1630621174857,"gmtModify":1676530356131,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/812476565","repostId":"2164829851","repostType":4,"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812476140,"gmtCreate":1630621124680,"gmtModify":1676530356149,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"Oooh","listText":"Oooh","text":"Oooh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812476140","repostId":"2164829818","repostType":4,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839876671,"gmtCreate":1629153896993,"gmtModify":1676529944643,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"What do you think?","listText":"What do you think?","text":"What do you think?","images":[{"img":"https://static.tigerbbs.com/57ca6d679dcbb2a73d6f64a530f247d3","width":"1080","height":"2229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839876671","isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148077094,"gmtCreate":1625907905418,"gmtModify":1703750807103,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148077094","repostId":"2150053623","repostType":4,"repost":{"id":"2150053623","kind":"highlight","pubTimestamp":1625883910,"share":"https://ttm.financial/m/news/2150053623?lang=&edition=fundamental","pubTime":"2021-07-10 10:25","market":"us","language":"en","title":"A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150053623","media":"MarketWatch","summary":"Investors must decide whether they believe stalling economic growth is a bigger threat than an infla","content":"<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p>\n<p><img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p>\n<p>Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p>\n<p>A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p>\n<p>What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p>\n<p>The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p>\n<p>\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p>\n<p>The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p>\n<p>But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p>\n<p>That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&amp;P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p>\n<p>One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p>\n<p>\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p>\n<p>Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p>\n<p>Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p>\n<p>At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p>\n<p>That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p>\n<p>In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p>\n<p>Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p>\n<p>And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p>\n<p>\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p>\n<p>Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p>\n<p>The best response, however, may be a little bit of both, Goodwin said.</p>\n<p>Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p>\n<p>At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p>\n<p>Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</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>A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?</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; 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}\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\">\nA crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150053623","content_text":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right one ?\nA Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.\nWhat changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.\nThe first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.\n\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"\nThe real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.\nBut analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .\nThat Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .\nOne casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.\n\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.\nSectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.\nJones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.\nAt the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.\nThat sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.\nIn particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.\nInvestors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.\nAnd then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.\n\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.\nGoodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.\nThe best response, however, may be a little bit of both, Goodwin said.\nReflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.\nAt the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.\nInvestors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140521161,"gmtCreate":1625666627153,"gmtModify":1703746010939,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>ohwell","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>ohwell","text":"$BlackBerry(BB)$ohwell","images":[{"img":"https://static.tigerbbs.com/7b132e10c9a7cc84713c330d97e3eb9c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140521161","isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153922737,"gmtCreate":1625006433429,"gmtModify":1703849789592,"author":{"id":"3582108671334900","authorId":"3582108671334900","name":"joyciology","avatar":"https://static.tigerbbs.com/bd90c4b20dfdf9210ef5daec9af84af3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582108671334900","idStr":"3582108671334900"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153922737","repostId":"1174683579","repostType":4,"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}